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Let Your Customers Do the Talking:
Creating and Leveraging Great Case Studies
Matt Volpi | Tovana Consulting, Inc.
You’re asking your customers
to set out on a journey
You know where they’re
heading… but they don’t
No one wants to feel like they
picked the wrong route
What is Sales Doing?
Trying to get a meeting
with anyone they can
What is Sales Doing?
Bringing out their entire
box of tricks to see
what resonates
What is Sales Doing?
Giving demos to wow
prospects with all the
great stuff your
solution can do
What is Sales Doing?
Promising the moon to
get the sale, hit their number
and get their commission
Your company is talking
about FEATURES
Customers care how your
solution will BENEFIT them
Image Credit: Sebastiaan ter Burg
B2B Customer Benefits
• Help them do something faster
• Help them do something cheaper
• Help them do more
• Help them stop doing something they don’t
want to do anymore
• Help them do something new
• Help them use their resources differently
B2C Customer Benefits
• Make them happy
• Save them time
• Save them money
• Help them do something new
• Help them stop doing something they don’t
want to do anymore
Prospects want to see other
customers they relate to…
…and how they already
succeeded at the same thing
Give them confidence they’re
not alone on this journey
Finding the Sweet Spot
Benefit
Industry
Company
Type
Benefit
Interest
Customer
Type
B2B B2C
Preparing your
interview guide
10 Interview Guide Questions
• Full name, title and responsibilities
• What got them interested initially?
• Were there concerns and how were they addressed?
• How did they make their decision?
• Who else did they have to convince?
• Where did they find the money?
• Did it deliver on the promised benefits?
• What are the unexpected benefits/drawbacks?
• What were/are the challenges?
• What advice do they have for others?
Selecting case
study candidates
Casting the star of your story
• Keep the Sweet Spot in mind
• Get suggestions from sales, account
management and customer service
• Make sure there are no potential land mines
• Get their buy in and commitment to let you
publish BEFORE you go any further
Conducting
the interview
7 InterviewingTips
• Stay conversational
• Let them go off on tangents
• Pay attention and think of follow-up questions
• Always look for the great quotes
• Dig for measurable successes and shareable stats
• Ask if there’s anyone else you should talk to
• Leave the door open for either side to follow up
with more questions/information
Now you’re ready to
craft a case study
Find a theme to
focus on
Create a relatable narrative
your prospects can relate to
Let your interview subjects
be the stars of the story
Show the imperfect path
taken to realize the benefit
Keep the audience of
potential naysayers in mind
Image Credit: Leonardo Rizzi
Don’t forget
the visuals
Celebrate your
customer’s success
Get your customer to
approve the final versions
Arm your salesforce and work
it into their presentations
Use the raw components
to create additional material
Broadcast it using all
available channels
A Quick Word About
Me andTovana Consulting
• Tovana Consulting, Inc. – http://tovana.com
– Providing market research, strategy & marketing/
content creation services since 2002
– Clients in a range of industries including technology,
financial services and education
• MattVolpi – @mattvolpi
– 20-years in product management and marketing
– PM at (former) mobile & Internet giants
• CMGi, Nokia and Sun Microsystems
– Executive roles at two start-ups
• BigBelly Solar
• Modiv Media (acquired by Catalina Marketing)
Leverage Customer Case Studies to Show Prospects How Your Solution Delivers Benefits

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Leverage Customer Case Studies to Show Prospects How Your Solution Delivers Benefits

  • 1. Let Your Customers Do the Talking: Creating and Leveraging Great Case Studies Matt Volpi | Tovana Consulting, Inc.
  • 2. You’re asking your customers to set out on a journey
  • 3. You know where they’re heading… but they don’t
  • 4. No one wants to feel like they picked the wrong route
  • 5. What is Sales Doing? Trying to get a meeting with anyone they can
  • 6. What is Sales Doing? Bringing out their entire box of tricks to see what resonates
  • 7. What is Sales Doing? Giving demos to wow prospects with all the great stuff your solution can do
  • 8. What is Sales Doing? Promising the moon to get the sale, hit their number and get their commission
  • 9. Your company is talking about FEATURES
  • 10. Customers care how your solution will BENEFIT them Image Credit: Sebastiaan ter Burg
  • 11. B2B Customer Benefits • Help them do something faster • Help them do something cheaper • Help them do more • Help them stop doing something they don’t want to do anymore • Help them do something new • Help them use their resources differently
  • 12. B2C Customer Benefits • Make them happy • Save them time • Save them money • Help them do something new • Help them stop doing something they don’t want to do anymore
  • 13. Prospects want to see other customers they relate to…
  • 14. …and how they already succeeded at the same thing
  • 15. Give them confidence they’re not alone on this journey
  • 16. Finding the Sweet Spot Benefit Industry Company Type Benefit Interest Customer Type B2B B2C
  • 18. 10 Interview Guide Questions • Full name, title and responsibilities • What got them interested initially? • Were there concerns and how were they addressed? • How did they make their decision? • Who else did they have to convince? • Where did they find the money? • Did it deliver on the promised benefits? • What are the unexpected benefits/drawbacks? • What were/are the challenges? • What advice do they have for others?
  • 20. Casting the star of your story • Keep the Sweet Spot in mind • Get suggestions from sales, account management and customer service • Make sure there are no potential land mines • Get their buy in and commitment to let you publish BEFORE you go any further
  • 22. 7 InterviewingTips • Stay conversational • Let them go off on tangents • Pay attention and think of follow-up questions • Always look for the great quotes • Dig for measurable successes and shareable stats • Ask if there’s anyone else you should talk to • Leave the door open for either side to follow up with more questions/information
  • 23. Now you’re ready to craft a case study
  • 24. Find a theme to focus on
  • 25. Create a relatable narrative your prospects can relate to
  • 26. Let your interview subjects be the stars of the story
  • 27. Show the imperfect path taken to realize the benefit
  • 28. Keep the audience of potential naysayers in mind Image Credit: Leonardo Rizzi
  • 31. Get your customer to approve the final versions
  • 32. Arm your salesforce and work it into their presentations
  • 33. Use the raw components to create additional material
  • 34. Broadcast it using all available channels
  • 35. A Quick Word About Me andTovana Consulting • Tovana Consulting, Inc. – http://tovana.com – Providing market research, strategy & marketing/ content creation services since 2002 – Clients in a range of industries including technology, financial services and education • MattVolpi – @mattvolpi – 20-years in product management and marketing – PM at (former) mobile & Internet giants • CMGi, Nokia and Sun Microsystems – Executive roles at two start-ups • BigBelly Solar • Modiv Media (acquired by Catalina Marketing)