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Julian Lumpkin of SuccessKit in a video describing how to set up a case study

How to Set Up a Case Study [VIDEO]

In this 3-minute video, Julian Lumpkin, CEO of SuccessKit, describes how to set up a Case Study for success.

What makes this process so important? Because, as Julian says in this video, “I speak with founders and CEOs and marketing executives all the time about how they’ve tried to create Case Studies, and the projects have failed, sometimes numerous times… Most of the problems can be avoided by setting up the Case Study correctly.”

By completing some crucial tasks in advance of the client interview, you’ll have set yourself on the path toward having a truly powerful Case Study.

In this video…

  • Study the most common reasons why Case Studies fail
  • Discover how to set up a Case Study in a way that sidesteps common pitfalls
  • Realize the importance of documenting permissions in advance
  • Recognize how to set expectations for your client
  • Identify the background information you’ll need to collect from both your client and internal stakeholders
  • Learn the ideal length for a Case Study interview

“At SuccessKit, we’ve created several hundred B2B Case Studies, so we have a tight process for Case Studies up to avoid problems.”

Julian Lumpkin, SuccessKit

Want more details? Read the full-length article version of this video here.

Julian Lumpkin

Julian has focused his career on B2B sales and sales management, specifically bringing new technologies to market. After years as an elite sales rep, he began leading teams, specifically focused on coaching sales reps on how to be direct, credible, and respected throughout the sales process. Julian conceived of and designed SuccessKit when running an 18 person sales-team at Axial, a b2b startup, as a way to help sales reps have better conversations by utilizing customer success examples and other content more effectively.

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What people are saying

Milo Sindell President, Skyline G

“If you’re looking for Case Studies, this is a really nice little organization to partner with. Our experience, frankly, has been excellent.”

Franklyn Peart Co-Founder, CentreStack

“We’re already recommending SK to our customers. It is important [for a company] to have social proof. The more social proof, the more it matches the experience your prospects are looking for, which builds trust - a key factor in closing a deal faster.”

John Morgan, Director of Marketing, Elemental Machines

“SuccessKit has been great. I have created Case Studies in the past and I realize how difficult it is to get them to commit and be fully engaged. SuccessKit is able to draw out key points - we can tell them, ‘ABC company had this problem,’ and they will document our solution.”

Learn more about SuccessKit

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