When you’re not showcasing client case studies at all or you’re not sharing the right data and stories in your case studies, your potential clients don’t have the evidence they need to believe they can be successful, even when you have dozens of results on your sales page.
Case study content gives potential clients the story that shows your offer creates results for clients just like them, building confidence that they can have success with your offer, which makes it an obvious-yes to join.
A business coach dou for social media managers converted 2 clients from their first case study email the day they sent it, creating 4-figures in sales
A psychedelic guide with a group program converted 2 clients in 7 days of publishing her first case study after 4 months without sales & they both resigned, giving her 5-figures in sales
A leadership coach converted 2 clients from the first case study she created using this approach and less than 30 people even saw the case study when those sales came through, closing 5-figures in sales
A dietitian with a group program increased her evergreen webinar conversion rate from 3% to 10% just by swapping social proof for 3 case studies, creating 4-figures in sales right away (plus an increase in her monthly funnel sales every month)
A money coach wrote a case study she wasn't planning to share until she heard my approach and added it to her launch. It was the highest converting piece of content in her entire launch, converting 4 clients and making 5-figures in sales
Courses, group coaching programs, 1:1 coaching, done-for-you retainers, intensives, and memberships!
I've used this across B2B and B2C industries ranging from mindful eating to wealth management and systems.
I provide you with email outreach templates that position this as a way to share their experience and feedback, so even when you don’t know if they got results yet or if they’d be open to sharing, the invitation feels like a causal check-in rather than a big case study request.
There’s also 3 layers of consent built into the form questions I provide you so you know exactly what they credit you with helping them with, what they’re okay with you sharing, and if you can use their name and image.
Yes! The majority of the clients I’ve supported with case studies aren’t in a B2B niche and don’t have a single metric like sales that’s trackable.
It’s actually even more important to leverage case study stories when you don’t have a metric-based goal because it’s not as easy to showcase your results.
I’ve worked with clients like a psychedelic guide, dietitian, Bar exam coach, and leadership coach to name a few.
Case studies created direct clients for each of them and they were able to find more clients then they expected to talk about their personal stories, even when it was sensitive topic.
As long as you have 1 happy client, you can use this simple process. Even just 1 case study will make getting your next client easier and you’ll be able to capture case studies from every client moving forward!
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