How to Build a Strategic B2B Customer Case Study

A Step-by-Step Guide

dlavenda
5 min readDec 18, 2023

Customer case studies are a vital tool in B2B marketing, influencing decision-making at every stage of the buying cycle. Early in the cycle, case studies demonstrate how your solution has effectively addressed similar challenges faced by other businesses. Later in the buying cycle, they play a crucial role in establishing credibility with executives by showcasing your proven track record in the marketplace.

That’s why it’s so surprising that almost all case studies follow a predictable and uninspiring format. They start by identifying a technical problem, then describe the process of evaluating various options, and conclude with the selection of your product. Here is a classic example:

“Our management team felt our existing collaboration tool was inadequate. After evaluating options A, B, and C, we chose C because it best fit our requirements. As a result, management is satisfied. We are glad we bought product C. Oh, and by the way, the support from company C has been outstanding… they are real pleasure to work with.”

This approach misses key aspects that lend authenticity and value to a case study. It overlooks questions like why the company was initially dissatisfied, what specific needs were unmet, what business opportunities were overlooked…

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dlavenda

Go-to-Market Expert | Strategic Marketing Advisor | Technology & Product Innovator | I Help Launch and Grow B2B Companies | Award-winning Writer | PhD Candidate