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Do your groundwork • Understand the product or service being sold and research the companies on both sides of the deal. • This can be as simple as reading the ‘About Us’ section on a company website, or their company news page. You need some context for the deal you’re writing about.
Create a Template • Once you have your basic story you can build a structure. Most case studies fall into company biography, challenge, process and benefits. Structures are there to emphasise the story, not shackle it though. Tweak it to the story and give yourself four or five subheadings.
Go for the story, not the name • Most marketing people lust after the hero case study that has the big brand recognition factor. The reality is that these guys rarely want to give case studies and, if they do, they rewrite everything and take a long time to approve it. • Better to find the willing customer with a good story. When it comes to PR, the most successful case studies we’ve written have been about unknown, niche companies with a great spokesperson and a neat angle.
Use case studies to support sales • If a case study has a good story – ‘our client cut costs by 25 percent’ – use it to show potential customers how they can do the same. Arrange case studies on your website by benefit or topic rather than company name, so that sales people can find the right story when they need it.
Be specific Details matter. Not only do they make the case study more credible, they answer the reader’s questions.
Speed is everything • Case studies have a short half-life. Technology moves on. Companies change. Ideally, a good case study should take a week from first contact to approval. • If it takes longer, it increases the risk that the case study champion will lose interest. It should be a crescendo not an endless low humming.
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