Capturing Client Case Studies w/ Joel Klettke
Joel Klettke, founder of Business Casual Copywriting and Case Study Buddy, joins The Blueprint Training to discuss how to get case studies and testimonials for agencies.
Why Case Studies Matter
Case studies are marketing assets that can be used across the entire funnel to generate leads and sales, upsell, and win back leads that have disappeared. They provide social proof at every stage of the buyer journey.
Building the Foundation
Before asking clients to participate in a case study, you should systemize your communication and feedback by checking in with them on a monthly or quarterly basis. This builds the relationship needed to make the ask.
Making the Ask
When reaching out to clients, explain that you want case studies as part of your marketing strategy and ask to feature them in a way that sounds exciting. Always give clients a deadline so they don't deflect your request.
Handling Client Concerns
Common concerns from clients include fear about how they'll be presented and uncertainty about what will be disclosed. Address this by:
- Explaining the process clearly
- Showing them how it will look
- Telling them how long it will take
- Assuring them nothing will be published without their approval
Key Takeaways
- Case studies work across the entire marketing funnel
- Systemize client communication before asking for case studies
- Set deadlines to prevent procrastination
- Address client fears about disclosure proactively
- Give clients approval rights over final content