5 key ingredients of great case study videos

Case study videos

Case Study Videos (or testimonials if you prefer) are a key marketing tool for nurturing prospects along the buyer journey. You probably already have some or know you need them, but do you know the key factors in making a compelling one?

Asking a client to go on record and promote your products or services is a big ask. They are putting their own personal reputation on the line for you, taking time out of their schedule, and putting themselves in an environment they may not be very comfortable with.

Which means there’s a lot to be said for making your client feel comfortable throughout the whole process. Let them know what to expect, invest your time as well as theirs and check they are a happy customer before the process starts.

If you can tick those boxes you’re off to a good start and here’s 5 things you can do to make working with a video agency the easiest an

d most productive it can be:


Give your clients time to get to know your product and give meaningful opinions. Asking to interview them immediately after they’ve bought your product or service doesn’t give them a chance to use it, let alone state any figures about how much betteryou’ve made things for them. It’s far better to capture someone talking genuinely about their experience, sometimes even talking about the things that weren’t quite right. After all, it’s not how you make the sale that makes your reputation it’s how you respond when things aren’t quite right.

A call between you, your client and your video agency will prove invaluable when it comes to the shoot itself. You’ll all get acquainted with each other and more importantly set the tone for the interview. You can give your client a heads up on the questions you might ask, describe the day and advise them of any special requirements.
Does their site require protective clothing such as hardhats and steel toed boots or passport to enter secure areas?
Are there specific times the camera team need to be in and out of an area to get the shot you want?
Can your clients avoid close striped clothing to avoid moire on screen.

Brackmills Sara Homer

Same question, different answer
Stats about ROI and percentages of improvement are the golden ticket for a case study. But they are elusive, clients often feel uncomfortable quoting a figure or just don’t know. Don’t push them too hard, move on to another subject and come back to it in another way later. For instance; if you ask someone to state a percentage of time they’ve saved on a specific task with your services they might struggle to give you an answer. If you come back later asking how much of a typical day they spent doing that task before and after using your product you may well get a different response, which can be converted into the percentage you wanted to quote in the first place.

Be prepared
It’s just as important for the people behind the camera to have some understanding of the industry, the client, the product or service and any special information before hand. The interviewer needs to understand the questions they are asking and crucially the answers they are being given. Another reason to have that pre shoot conference call.

Have a process for the interview. Ensure you ask the basic stuff like name and job title, what they get involved with in their business. Why they like working there etc. Then ask them about what the company does, who are their major customers and what significant jobs have they done. Ask about their typical day, this is all about getting them comfortable behind the camera with questions they know the answers to. Then you can move on to the specific questions of why they were looking

And let them talk, once they are comfortable people often tell you a lot more and unexpected anecdotes often tell the best stories.

Let there be B-roll.
For the finished edit you’ll want something slick and professional that captures interest and crucially keeps it going to the end (usually about one and a half to two minutes). Having a single shot of a person talking for that length of time expects a lot from the viewer so it’s best to have two cameras shots running simultaneously.

But it’s also vital your camera crew has time to capture what’s known as B-roll. Shots of the environment, production lines, people using your products etc. This visual information keeps attention and also gives information to the viewer at the same time they are hearing the case study.

So, now you know. Keep these 5 hints on how to get great interviews in mind when working with a video agency and good luck.

Do you want to up your game with case study videos?
Download our case study checklist below or contact us to talk about your requirements:
studio@ar-media.co.uk or 01604 621600

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