The full guide
Last verified 2026-10-30
Links checked 2026-10-30 · No website to check: this channel works by word of mouth or offline
01What it is and who is there
A case study tells the story of one real customer: their problem, what they did with your product and the result. It is not a channel on its own. It makes every other channel convert better, because buyers trust a specific story from someone like them. You can use it on your site, in sales calls, in posts and in emails.
02Cost and what you actually pay for
It costs your time, and the customer's. Some founders offer a discount or credit for the customer's time; if you do, disclose it in the story.
03Is it right for you?
It fits B2B SaaS, developer tools and AI products with paying customers who got a measurable result. It fits poorly for products with no customers yet. One strong case study beats five vague ones.
04Before you start
- A customer with a clear, measurable result.
- Their written permission to use their name, logo and numbers.
- A short list of interview questions.
05Step-by-step: how to distribute here
- Ask a happy customer for a 30-minute call about their results.
- Record the call, with their permission.
- Write the story: situation, problem, what they tried, what changed, the result.
- Send the draft to the customer for approval before publishing.
- Publish it on your site and link it from your pricing page.
- Share it as a post, use it in sales emails, and send it to your list.
06What to post or submit
Interview questions:
What were you doing before [product]?
What was the cost of that, in time or money?
Why did you try [product]?
What changed in the first month? Any numbers?
What would you tell someone in your position?Story structure:
Headline: How [customer] [result] with [product]
Before: [problem, with numbers]
What they did: [how they used the product]
After: [result, with numbers]
Quote: "[customer's words]"07Common mistakes and do-nots
- Do not publish without written approval.
- Do not invent or round up numbers.
- Do not hide paid incentives.
- Do not write vague stories with no result.
08How to measure it
- Track visits to the case study page and the conversion rate of those visitors.
- Track how often sales calls reference it.
- A realistic test: compare conversion before and after linking it from pricing.
09Time budget
- Per case study: 1 hour of interview, 3 to 5 hours of writing and approvals.
10Pair it with
- Founder-led demos and calls — use the story in calls.
- G2 — reviews as short proof.
- LinkedIn — share the story with buyers.
- Cold email — reference relevant results.
11Sources
- No external source. This guide is based on common practice; check privacy and consent rules in your country before publishing customer data.