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How can we effectively show the success of the product/service achieved to increase credibility for the brand? This can be done with case study videos. They provide a clear picture of what kind of results your product has achieved.
According to Upliftcontent, case studies are the #1 effective marketing tactic to increase sales, and almost 40% of SaaS marketers say that case studies are very effective at boosting sales.
These videos follow a timeline that outlines the problem, solutions, and outcomes. Case study video templates further simplify this process. They provide a ready-made structure, making it easier and faster to create impactful case study videos – whether filmed in-person or as remote video testimonials.
Before creating a case study video or choosing a video case study template, here are a few questions you might have –
Let’s explore what case study videos are, templates you can use, and the structure to follow.
We help B2B, SaaS and AI product teams ship on-brand videos without fresh hiring, for launches, campaigns and sales.
A case study Video goes beyond conventional marketing. It focuses more on benefits and results rather than in-depth product features.
Case study videos show the success achieved using the product/service. They answer questions prospects might have before making a purchase. They show how using the product can benefit the business.
These videos are highly credible as they discuss real customer stories from problem to solution to post-purchase results. They also show how your product easily collaborates with different tools, highlighting its compatibility and effectiveness.
Prospects relate to stories and experiences more than just statistics. It assists them in their decision-making process.
A case study video template provides a framework for effectively presenting the solution and the goals achieved.
The video case study template discusses the key problem the client was facing and the adverse impacts on their business(high costs and decreased efficiency). Explain how you solved the problem and the results achieved.
Shot 1: Introduce the client and add the logo.
Voiceover: Narrate about the client and their company – what work they do and the date of establishment.
Visuals: Customer video introduction, stock footage of business environment
Shot 1: List the challenges faced.
Shot 2: How it was affecting the business.
Voiceover: Narrate the problems faced before implementing the solutions and describe their impacts on productivity and management.
Visuals: Executives looking concerned, stock images of graphs and charts, disorganized data flows
Shot 1: Searching for a brand that provides solutions.
Voiceover: Narrate previous experiences and how they found your brand
Visuals: Stock footage of online research.
Shot 1: Approach followed, e.g., Design thinking (Empathize, Define, Ideate, Prototype, and Test)
Shot 2: Solutions (product/service)
Shot 3: Focus on major improvements observed after using your product.
Voiceover: Narrate why this approach was used and how useful the product was in solving the problem.
Visuals: Sketching ideas on a whiteboard, teamwork, product’s UI.
Shot 1: Use various statistics (graphs, percentages), specify the metrics(numbers), and show the impact of the product.
Shot 2: Show customer satisfaction (Include a quote).
Voiceover: Narrate how the metrics and results improved after solution implementation. Also, discuss potential future collaboration.
Visuals: Montage of specific metrics, satisfied clients
This case study video template discusses the before and after scenarios of using the product. This emphasizes the benefits of using your products.
Shot 1: Introduce the client and show their industry expertise.
Voiceover: Date of establishment, founders, and core offerings
Visuals: Client introduction video, company logo, stock footage of work environment, and team collaboration.
Shot 1: List the problems faced and how it was affecting the company.
Voiceover: Talk about the challenges faced and how they disrupted the smooth functioning of the organization.
Visuals: Executives looking concerned, stock footage of changes in percentages.
Shot 1: Split screen comparing Before and After charts.
Shot 2: Emphasize the benefits observed after solution implementation.
Voiceover: Narrate the experiences before and after solution implementation.
Visuals: Comparison montage of before and after scenarios, comparison tables, or graphs.
Shot 1: Implementation and use cases of the product/service.
Voiceover: Narrate how useful the product was in solving the problem.
Visuals: Stock footage of teamwork, snippets of the product’s UI.
Shot 1: Use tables to show growth metrics(numbers) and the impact of the product.
Shot 2: Add a short CTA and contact information at the end of the video.
Voiceover: Narrate the significant improvement seen with the solution. Mention an increase in percentages and metrics.
Visuals: Satisfied clients, visuals of data analytics dashboards, charts, and graphs
This case study video template discusses efficiency, growth, and performance gains after partnering with your business.
Shot 1: Logo, an overview of work, mission, and values.
Voiceover: Narrate about the company’s work, mission, and history.
Visuals: Customer introduction video, stock footage of the office environment.
Shot 1: Problems and areas that needed improvement, backed by statistics and relevant data.
Shot 2: Effects on the business.
Voiceover: Narrate the challenges observed and what are the goals they want to achieve.
Visuals: Stock footage of numbers dropping or fluctuations in business performance
Shot 1: Comparison charts and metrics.
Voiceover: Narrate the experiences before and after solution implementation.
Visuals: Comparison tables or graphs.
Shot 1: How the solution is implemented and its contribution to improvement in overall workflow and productivity.
Voiceover: Narrate how the company benefited from using the product.
Visuals: Stock footage of customer satisfaction and automated workflows.
Shot 1: Use various graphs and percentages to show the impact of the product.
Shot 2: Predictions or projections based on the success of the implemented solution, showcasing the potential for future growth.
Shot 3: Add a short CTA and contact information at the end of the video.
Voiceover: Narrate how satisfied the client is with the improvements in KPI.
Visuals: Charts and graphs with predictions, Stock footage of CTA demonstration
An effective case study video has a specific outline. For the ease of production, you can use case study video templates.
ContentBeta’s case study on Kissflow
Challenge: To perfect onboarding.
Solution: ContentBeta provided Kissflow with the script, storyboarding, voiceovers, and video editing services.
Need something like this for your product?
Gong’s case study on HubSpot
Challenge: Scale and support its coaching culture.
Solution: Reduce new rep ramp time, increase rep productivity, and gather rich customer insights for different teams.
Hubspot’s case study on Avison Young
Challenge: Low adoption of the CRM system among brokers, impacting productivity.
Solution: Transition to HubSpot as the global CRM simplified processes, increased adoption to 90%, and improved efficiency with forecasting and senior leader involvement features.
Need something like this for your product?
Choosing the best questions for your case study video will help gather valuable information. Based on the main goal, choose a case study video template. Or you can design your video case study template with the help of the information collected.
Questions should focus on key issues, product benefits, and the result metrics. A few questions to ask for a case study video are:
Before choosing the questions, select the right client. The chosen client should match:
Case study videos show the practical benefits of your product or service with measurable results or data. This provides credibility and shows how effective your solutions are.
Case study video templates can make the process much easier. These templates are ready to use and help you create videos quickly.
A case study video should include the client’s introduction, the problem, the solution provided, and the results achieved. The case study video template can help you create the video in the proper format.
This organized approach helps your audience understand the success story, making your offerings more trustworthy and impactful.
A case study video should be less than 2 minutes. This duration helps keep the information precise and to the point.
Yes, you can customize these templates for different clients by making minor changes and adding relevant information.
Yes, these templates can be used for both video and written case studies.
We help B2B, SaaS and AI product teams ship on-brand videos without fresh hiring, for launches, campaigns and sales.
Rishabh Pugalia, CMO/Co-founder, ContentBeta. He advises B2B SaaS companies on brand visibility & product adoption through video & design. He believes in AI-assisted, human-in-the-loop workflows for scaling marketing ops.
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