5 Game-Changing Case Study Design Services You Need to Check Out

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Rishabh Pugalia

June 11, 2024


B2B prospects take a lot of work to please. They insist on getting complete details of your product or service and its usefulness to others – and to them – before they do business with you. But how can you build that level of trust?

Case studies are real-life examples of how your products or services have helped other companies to achieve their goals. They are effective resources for persuading potential clients that your business can help them meet their business challenges.

For example, according to SaaS Marketing Case Studies: 2023 Trends and Insights by Uplift Content, 24% of SaaS marketers say they would produce more case studies because they drive sales.

Case study design services can help you create high-quality, visually appealing case studies that showcase your successes. It demonstrates why potential clients should choose your business over competitors.

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    What is a Case Study?

    A Case Study is an in-depth analysis of a specific subject, situation, or individual. It is often used to draw insights or make recommendations. It is a detailed example to illustrate a point, theory, or problem.

    Case study research is a way of learning more about something, like how it works and why. It involves examining an interesting example in detail.

    Case studies are invaluable tools in B2B marketing for building credibility and showcasing expertise. Researchers collect information by talking to people, from their observations, what they watch, and from documents to figure out the whole story behind the case.

    Watch this short video on conducting a case study.

    Next, let us look at some use cases.

    Joel Klettke, founder of Case Study Buddy, recommends six angles you can use for case studies or testimonial videos:

    Sr. No. Client Type Use Cases
    1 Switcher How and why someone switched from a competitor to you.
    2 Upgrader An example of a company that opted to go premium and how it has benefited them.
    3 Disambiguator Bring your audience up to speed on a new use case.
    4 Buying Board Engage someone with veto power who isn't an end user (e.g., compliance).
    5 Skeptic A client who had tough questions and almost didn't buy - how you convinced them
    6 ‘Problem Solver’ An experience with a client that didn't go as planned and how you turned things around.

    We know how to sell your story using your product UI

    How To Design a Successful Case Study?

    You can use case studies to provide a detailed analysis of project outcomes and demonstrate the value of the work done. Check out some examples of Content Beta case studies here.

    In short, case studies provide convincing answers to the “why” and “how” of a successful project. More importantly, readers get a clear picture of challenges that can be expected and how to convert them into successes.

    So, let’s examine the ten factors that go into a successful case study:

    Sr. No. Factors How to use them
    1 Target audience People who want to learn how a specific product or service has generated positive results.
    2 Purpose A case study can have multiple purposes:
    • Demonstrate a company's successes and show how a solution or strategy works.
    • Ensure a company's value is evident to potential customers.
    • Explain the project, its challenges, solutions, and outcomes, and show how it worked.
    3 Storyline A story can make it easy for readers to follow along with its three elements:
    • Structure: Clear beginning, middle, and end, with each part helping to reveal the project's outcome.
    • Storytelling elements: Plot, characters, theme, diction, melody, decor, and spectacle.
    • Flow: introduction, challenge, solution, benefit, and result to provide readers with a clear understanding of the project.
    4 Visual assets
    • Images, illustrations, charts, icons, and other visuals can be used.
    • Compare and contrast, highlight key points, explain complex topics, or show relationships between different elements.
    • Use icons to break up text and summarize information. Using them can help you attract customers' attention to certain areas of the page.
    • Brand colors and animations can make a case study stand out.
    • Audio, video, and multimedia can dramatically improve user experience.
    • Use them with emotionally charged language to better connect with the viewer.
    5 Narrative Style Use storytelling elements such as plot, characters, theme, diction, melody, decor, spectacle, and brevity.

    When writing a case study, it's important to utilize Freytag's Pyramid, which consists of seven elements:
    • Exposition: What the narrator explains is happening in the case study in detail.
    • Inciting incident: The spark that gets the story going.
    • Rising action: The point at which the story develops.
    • Climax: The most intense moment.
    • Falling action: The moment when the story winds down.
    • Resolution: Where the story concludes.
    • Ending: The final result.
    6 ‘Problem Solver’ An experience with a client that didn't go as planned and how you turned things around.
    7 Information Architecture This simply means organizing and labeling pages, content, and data for a pleasant and effective user experience.
    8 Screenshots The visuals make the information presented more trustworthy.
    9 User Experience Design the case study to get your message across. Make it comprehensive but also keep it uncomplicated.
    10 Needs and Goals Think about how you want to highlight the business.

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

    Case Study Design Services - 5 Game-changing Agencies You Should Work With

    First, we’ll briefly see how case study design services can help businesses grow by convincing the hardest of skeptics.

    1 Being experienced, they can quickly understand a customer’s business objectives, processes, and operations.
    2 They can leverage market research and analyze the customer's competition to identify opportunities for improvement. Customer interviews and surveys can also help make a plan to reach more customers in the market.
    3 Once they have all the data and insights they need, they use a variety of marketing collaterals to design and develop an effective case study.

    The next section will look at the five best case study design services to help your B2B business excel in 2023 and beyond.

    1. Content Beta

    Content Beat offers on-demand video and design support for software companies. They have helped 150+ B2B Software companies to produce product marketing and enablement content.

    A. Company Details
    1 HQ Location Sunnyvale CA | Offices in Mumbai & Bengaluru
    2 Founded 2020
    3 Languages supported English
    4 Pricing Starter - $ 3,000/m | Pro - $ 8,000/m
    5 Services offered Explainer Videos| Case Study Design | Testimonial Videos | Product Training Videos | Product Demo Videos | Whitepaper| Podcast Covers
    6 Major Clients Lawcus | Kissflow | ManyChat | Recurly | ServiceNow
    B. Customer Reviews
    1 Rating - G2 4.5+/5 | 46 Reviews
    2 What do people like “They are very much into detail. They communicate every step of the step very well” - Baris Ergin | Founder & CEO | DirectIQ
    3 What do people dislike A G2 reviewer felt that the team may take longer than expected when dealing with high volumes.
    4 What problems were solved “Our UI keeps changing, but Content Beta provides a maintenance cycle that helps us keep the content updated” - Kalyan Chakravarthy | Product Enablement Manager | Kissflow
    C. Case study design example
    1 NachoNacho What did NachoNacho do to show users how to discover, manage and save on SaaS with Content Beta?

    Making a video for B2B & SaaS products needs a different mindset.

    You can read the full case study here.

    2. Case Study Buddy

    Case Study Buddy is a trusted partner for world-class B2B brands and their teams. They specialize in turning one success story into a full campaign of assets, helping clients wring every drop of ROI from their case studies.

    This includes written case studies of various lengths, remote and on-location video testimonial services, promotional and sales collateral, and more.

    Case Study Buddy offers case study design services with the following advantages:

    • They make it easy for clients to get buy-in and jump on case study opportunities to improve their odds of client participation.
    • They have a process that can conduct interviews to get the most details quickly and deliver a white-glove experience.
    • They have done over 1,000 case studies for 300 plus B2B brands.
    A. Company Details
    1 HQ Location Calgary, Alberta
    2 Founded 2016
    3 Languages supported English
    4 Pricing By inquiry
    5 Services offered Case Studies | Written Studies | On-location video
    6 Major Clients Loom | HubSpot | Calendly | playvox
    B. Customer Reviews
    1 Rating - G2 4.5+/5 | 46 Reviews
    2 What do people like A reviewer observed that they manage the entire process from beginning to end including client interviews, presentation of data, and viability of a successful story.
    3 What do people dislike A reviewer felt that the process seemed a bit long.
    4 What problems were solved A client who sells a premium service in a competitive market was overwhelmed by noise, spam, and offers. Their story needed to be credible and relatable to drive cases. Case Study Buddy helped their sales process attract ideal clients and close the deals fast.
    C. Case study design example
    1 playvox Case Study Buddy helped playvox save between 5–7 hours each week spent managing and producing case studies.

    We know how to sell your story using your product UI

    3. TopLine Film

    As one of the UK’s leading video companies, TopLine Film specializes in top-tier case study videos.

    They take care of every detail to deliver stunning and technically flawless video case studies highlighting your company’s strengths.

    Their tips for great case studies include working closely with sales teams and including supporting statistics.

    A. Company Details
    1 HQ Location London, UK
    2 Founded 2008
    3 Languages supported English
    4 Pricing By inquiry
    5 Services offered Case Studies | Written Studies | On-location video
    6 Major Clients American Express | SIEMENS | SONY | SHELL
    B. Customer Reviews - G2
    1 Rating - 4.7+/5 | Reviews - 22
    2 What do people like The team is an absolute joy to work with because they are enthusiastic and credible.
    3 What do people dislike A reviewer felt that it would be great to get more updates on the "next step’s" delivery dates.
    4 What problems were solved A customer testimonial from Xero on their website says they were impressed by the quality of the case study videos.
    C. Case study design example
    1 iAuditor & E Light Electric The case study video highlights how iAuditor enhances E Light Electric's safety and reporting, emphasizing the value of tech investments in current competitive market.

    4. Venngage

    Venngage offers customizable templates to simplify B2B communication, transforming data insights into appealing visuals. Businesses can use these templates to share their story with prospective clients, organize important visual assets, and create reports and documents with data-driven storytelling.

    The platform enables businesses to differentiate themselves from competitors, promoting productivity, alignment, and engagement.

    A. Company Details
    1 HQ Location Toronto, Ontario
    2 Founded 2012
    3 Languages supported Arabic | English | French | Italian | Dutch | Portuguese | Russian | Spanish
    4 Pricing By inquiry
    5 Services offered Report | Mind Map | Infographic Chart Templates
    6 Major Clients Wal-Mart | AstraZeneca | Facebook | GoodLife
    B. Customer Reviews - G2
    1 Rating - G2 4.5+/5 | Reviews - 123
    2 What do people like Their templates are a great start to a presentation.
    3 What do people dislike A reviewer reported a lack of API integrations and limited report customization options.
    4 What problems were solved A reviewer reported that the project received great feedback from the screening committees.
    B. Customer Reviews - G2
    1 Template This template can be used for business case study examples. It combines social media icons with icons that show in-person communication, showing that it is a well-researched case study.

    5. ResourceiT

    If you’re looking for case study design services that can make you be heard and valued by the B2B technology audience, ResourceiT, an award-winning channel marketing agency, can help.

    A. Company Details
    1 HQ Location Hampshire, UK
    2 Founded 2004
    3 Languages supported English
    4 Pricing By inquiry
    5 Services offered Content creation | Demand Generation | Training
    6 Major Clients Microsoft | Logitech | Citrix | Lumen | claranet
    B. B. Customer reviews - From the website
    1 Rating NA
    2 What do people like A review from Acquia (which supports the open-source web content management platform Drupal) mention that they felt like they were part of Acquia’s marketing team.
    3 What do people dislike NA
    4 What problems were solved Improved and optimized paid media and SEM campaigns and provided the best ROI for their Google Ad program.
    C. Case study design example
    1 Claranet A list of case studies across industries.
    ResourceiT (1)

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

    How Can You Write a Successful Case Study?

    Start with an exciting story. Think of interesting characters and realistic scenarios that readers can relate to.

    Always use charts and graphics to present data. A solid executive summary that provides context is crucial for capturing the readers’ attention. Highlighting the main points encourages them to continue reading.

    Including an interview with the customer is another way to add authenticity and credibility to the story. And finally, a clear structure that includes the challenge, solution, and benefit, along with highlighting the impact of the effort with statistics, can help to build credibility.


    Should You Hire a Case Study Design Service?

    Case study design services will work with you to understand your target audience, identify the most compelling success stories, and craft engaging narratives highlighting the benefits of working with your company.

    However, it’s not an easy and happy existence in certain cases. They also list the pros and cons of hiring case study design services:

    How Do You Pick the Right Service?

    Your success depends on your ability to select a reliable and competent case study design service. Therefore, we have provided a checklist:


    We know how to sell your story using your product UI

    Why Content Beta - The Five Advantages

    Creating compelling case studies takes time and expertise. That’s where case study design services come in.

    For your next case study, let’s look at what makes Content Beta a strong contender as a service provider.

    The Content Beta Creative as a Service (CaaS) allows you to instantly hire a full-stack video and design team on a monthly flat fee that offers a turnaround of 1-2 days that you can cancel anytime. Let’s take a closer look at the service:

    1. One-stop Shop

    Content Beta has experience in software industries and video content and design expertise. It is ideally placed to meet all your needs under one roof.


    2. Client List

    The list of clients features the who’s who of the B2B and software world. Apart from serving companies like TapClicks, ManyChat, OAG Aviation, and Onymos, they also have other prestigious clients, which are listed below.


    3. Testimonials & Reviews

    The number of client testimonials a company has is always a reliable indicator of the quality of their work and professionalism. Content Beta ratings on the three most popular and reliable review sites are as follows:

    Sr. no. Website No.of reviews Rating
    1 2 5/5
    2 G2 33 4.7/5
    3 Trustpilot 1 4.9/5

    Additionally, you can watch their client testimonial video.

    Making a video for B2B & SaaS products needs a different mindset.

    4. Predictable pricing

    They offer transparent subscription pricing. Any unused hours in a month will be rolled over for 90 days – eliminating waste. This means if you don’t use them, you won’t lose them!

    Below is the starter pricing plan.


    5. Design portfolio

    A good case study can only impress your audience if the data and research are presented well.

    Content Beta offers a complete suite of visual assets that can make case study designs stand out and make a great impression on your audience:

    Content Beta Design Service
    Banners Carousels
    E-Books Podcast Promotion Graphic
    Print Materials Presentation Design
    UI Design Illustrations
    Web Graphics & Infographics Ad Creatives

    Some sample Infographics designs from Content Beta are given below.



    You can easily convince B2B customers to do business with you with help from a reliable case study design service.

    Good case study design services can take on the responsibility of creating convincing business case study examples for your B2B company.

    Prospects appreciate a problem-solving approach supported by research. Presenting it in a visually appealing way can persuade them to become customers.

    In this blog, we saw five such services that can help B2B businesses improve visibility and achieve success with their expertise. Your B2B company can also benefit from creating convincing case studies.

    Frequently Asked Questions (FAQs)

    Case study design services focus on a case study’s visual layout, structure, and presentation. They aim to make the content engaging and easy to digest, often incorporating elements like graphics, charts, and images.

    The cost of case study design services can range from a few hundred to several thousand dollars. It can vary widely, depending on factors like complexity, length, and the designer’s expertise.

    Case study writing focuses on the narrative, research, and data collection, while case study design is about the visual presentation of that content. Writing provides the substance, and design enhances its readability and impact.

    Some best practices for case study design include:

    • Consistency: Maintain a consistent color scheme and typography.
    • Visual Hierarchy: Use headings and subheadings to guide the reader.
    • Data Visualization: Use charts or graphs to represent data effectively.
    • Whitespace: Don’t clutter; use whitespace to improve readability.
    • Call-to-Action: Include a clear CTA to guide the reader on what to do next.

    Some common mistakes to avoid in a case study design are:

    • Avoid making the design too complex or distracting.
    • Stick to a single, cohesive style throughout.
    • Use high-resolution images and graphics.
    • Ensure the design is responsive for mobile users.

    We have made videos for 150+ B2B & SaaS companies.

    Explainer Video, Product Demo, Remote Video Testimonials, and more.

    "Fast turnaround" "Easy to work"

    Content Beta