5 Tips to Make Case Study Video Presentations That Convert

Traditional marketing videos often feel salesy or overly promotional.

To move prospects through your sales funnel faster, you need case study video presentations. Hearing real customers share their success stories in their own voices helps potential buyers visualize themselves experiencing the same results.

A study by Storydoc (an AI Presentation Maker) found that presentations with any video embedded enjoyed a 37% longer average reading time and a 17% increase in the CTA click-through rate. This shows that video can enhance the conversion of case study presentations.


5 Tips to Make Case Study Video Presentations That Convert

Let’s understand a few strategies with real-life examples –

1. Target, Don't Broadcast

Each case study video should have a specific audience in mind (industry, company size, role). Think deeper about the different user and buyer personas.

This video from Lightspeed is intended for a specific customer segment which is restaurant owners. This particular case study shows exactly what use cases this customer is using this product for.

2. Map to the Buyer’s Journey

Where does this video fit in your sales funnel? Is it for early-stage awareness building, addressing mid-funnel objections, or closing the deal?

The below example can be used for the awareness stage like on the company’s YouTube or LinkedIn page


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

This example can be used for the consideration stage like on the homepage or landing page:


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

3. Be open to newer video formats and styles

Use a mix of UGC-style recordings with snapshots of your product or software UI in action. Explore vertical short-form video content too. This can make your case study video presentations stand out and be re-used across several platforms.

UGC style testimonial video:


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

Vertical short-form testimonial video with product shots:

4. Repurpose

Convert long-form video interviews and webinars into smaller 2-minute snippets.

Interview case study snippet video:

You can check out the full podcast here.

5. Social Proof

Include direct quotes and compelling soundbites from satisfied customers within the case study video. You can do a mashup of multiple video testimonials.


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

5 Mistakes to Avoid in Your Case Study Video Presentations

You can save on costly rework if you keep these common mistakes in mind during production.

1. Show, Don't Just Tell

Avoid having the customer just talk to the camera. Add B-Roll showing them actually using your product to support their claims and increase credibility.

SaaS companies can consider using screen recording or simplified UI of their product. Supplement it with relevant stats on improvement or savings.

2. Think beyond the immediate sale

Consider creating an ongoing series of case study video presentations showcasing the customer’s journey over a longer timespan rather than a one-off video. This shows the sustained value of your solution.

3. Choose the Right Customer Story

Be extremely selective in who you feature to ensure their original problem, solution, and results align perfectly with your key messages and ideal customer profile. Generic messages or responses will not be powerful enough.

4. Find the Story, Not Just the Stats

While metrics are crucial, focus more on the emotional impact and transformation your customer experienced from struggling with a major problem to finding the perfect solution with your product.

5. Promoting and Distributing

Avoid just publishing your video passively on your website. Actively push it out across targeted social ads, email campaigns, sales enablement tools, and more to reach your audience.


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Using the Latest AI Tools to Make Case Study Video Presentations

If you’re looking to get started with the basics on your own, we recommend these tools:

  1. Descript – Edit podcast videos, interviews, and testimonials like a word editor.
  2. Canva – A user-friendly design tool that needs little introduction.
  3. CapCut – A popular short-form video editing app developed by ByteDance, the parent company of TikTok.
  4. Submagic – Make short-form videos with captions, B-rolls, zooms, and sound effects.

Partner with Content Beta for Case Study Video Presentations

Check out our work on remote video testimonials.

To collect the footage for case study video presentations, we first ship a high-quality recording kit to the interviewees. We prepare your customers for presentations (warm-up, eye contact, questions, camera angle, etc.), ensuring authentic, engaging content through a specialized recording platform.

Our creative team then converts the recording into a publish-ready case study video using the strategies we have discussed. We repurpose the same content in short-form videos, blogs, and PDF case studies.

Book a Discover Call to know more.


The important thing is to get started with whatever video footage you have. Find a creative video production partner to help you repurpose your content into multiple formats and ICPs. And always think about how to distribute the case study video presentations.

Frequently Asked Questions (FAQs)

A case study video presentation tells the story of how you solved a problem for a client. Think of it as a short documentary with a focus on real-life examples and positive results.

Start with your happiest clients! Give them some value for taking time from their busy schedules.

For example – send them an HD camera kit for recording or share a discount coupon code for renewing their subscriptions next time.

A case study video presentation can follow this structure – hook, problem, solution, results. Keep the storytelling approach at its core. Use client testimonials and product visuals to demonstrate.

Being too salesy is a big one. Focus on telling a genuine story instead of just bragging about yourself. The focus should be on storytelling and the customer’s journey. Do take written client consent.

Mix it up! Use before-and-after shots, graphs of results, screen recordings, and interviews with the client.

Content Beta