Ep 8: Systematizing Case Studies

Key Takeaways:

• Most agencies treat case studies as an afterthought, updating them infrequently, which reduces their relevance and credibility.
• A consistent flow of up-to-date case studies builds authority and helps prospects see themselves in your success stories.
• Sean recommends reframing them as “client wins” to lower the barrier for team members to submit them.
• Creating a simple system makes the process sustainable and scalable.
• A Google Form feeding into Slack and Sheets provides real-time visibility and a searchable database.
• Making “client win” submissions a core job expectation ensures consistency.
• Case studies should align with client goals and teach something valuable—not just highlight success.
• Regularly publishing these wins on your site helps support sales conversations with timely, relevant examples.

Tools Mentioned:

• Google Forms
• Slack (or similar team comms tool)
• Google Sheets (for tracking and historical database)

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