Category: Marketing Strategy

  • Why you should build customer trust as a product marketing leader

    Why you should build customer trust as a product marketing leader

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    Photo by Cytonn Photography on Unsplash

    Ensuring your organization builds customer trust is one of the most important things you can do as a product marketing leader.

    You want to have a long-standing relationship with your customers to increase their loyalty to your organization, improve overall brand reputation, and ultimately bring in those much-needed sales so you can meet your company-wide and departmental goals.

    In an episode of 48 Hours to Lead, host Josh Lory spoke to Samantha Wu, who at the time was the VP of Consumer and Brand Product Marketing at Facebook and is now the Chief Marketing Officer at Braintrust.

    In the episode, they spoke about a whole host of things pertaining to her role at Facebook (now Meta), building customer relationships as a product marketing leader including:

    Samantha’s philosophy around leadership

    Q: Can you share your philosophy around leadership? And/or some of the principles that guide you and your team every single day?

    A: Here’s how I think about leadership – I really lead in service of people. How good I am as a leader, and how effective I am as a leader is really based on the team and how good my team is.

    What does leading in service look like? Good leaders give people space to thrive. They surround themselves with talent that can actually bring these different perspectives and experiences that complement their own strengths and round out their gaps.

    So, as a leader, you’re in service of your team and your people. And when you do that, what happens is the impact and the effect you can have on the business, the culture, and even your own personal professional growth is compounded tenfold.

    You’re the conductor of an orchestra. But it’s the actual musicians that are sitting in the orchestra who are making the magic.

    So for me, it’s really about the team and being in service of the team.

    How to empower your team members

    Q: Giving your team members space to thrive and go as fast as possible and really empowering them to do so makes all the difference in the world. So can you just give a couple of examples of how you do that with your team members?

    A: Before I jump into the examples, I was thinking a lot about how I show up every day, and how I hope people show up. One of the things that I’ve been codifying more is when I show up to work today, I’m bringing grit, and, I hope, grace and gratitude in how I lead.

    We’re going through quite an unprecedented, volatile time right now. Looking at it from a macro context, there’s just so much stuff going on. I also work at the center of tech, and I think the uncertainty, the volatility, and the constant change that is happening can feel overwhelming.

    And so, when faced with that every day, I think one of the things I like to do is make sure that as we’re going through changes in priority, budget changes, cuts, changes in directions, different expectations, leadership changes… is ensure that I am showing up with grace, with a growth mindset, and having gratitude that change is a good thing.

    Q: That’s beautiful. And what I took away from your previous comments was, we’re going through an unprecedented time of change, and showing up as a consistent, gritty, grateful leader, through your actions and your role modeling people get confidence from that. So I really appreciate that. And it’s great for your team and others that interact with you every single day.

    A: Yeah, and certainly for those of us who work in tech, there’s a lot of fatigue in different ways around the separation between work and home. Life starts to feel less so because we’re constantly in front of our screens. Certainly, for Facebook, our business is thriving, because in this new world people have realized how important connection is, and our platform has enabled that.

    We’re in this marathon that’s not really going to end, right? Whether it’s this new way of living because of the pandemic or the way of working. And so a lot of how we navigate through that, as leaders, is not only leading by example, but it’s the perspectives and the orientation that you bring to the situation. And for me, it really is about doing that with grit, but also with a lot of gratitude. And I think that helps us continue on this marathon.

    Building customer trust via branding and product marketing

    Q: What is your team doing to build consumer trust via branding and product marketing?

    A: I would say that trust is something the whole company is focused on across all of our businesses and certainly inclusive of financial services and the digital wallet. We fundamentally believe that it’s imperative that the community trusts us, and that we continue to earn that trust.

    And so part of what the company and what my team does with every product launch and every piece of communication is ensuring that we’re really transparent in our decision-making. That we explain the rationale of our decisions, and the trade-offs that we’re weighing and we ensure our community really understands how we handle their information.

    Obviously, it’s a complex issue, because it touches so many different parts of our business. I think that we’re really consistent and clear on making good on the promises and commitments that we have put out there publicly.

    An example of what that looks like is that we think a lot about online privacy, right? We want people to use the tools and services on our platform and it’s a huge area of focus for us. So we spend a lot of time on that. It’s not just in the marketing itself, but also in working as one team to make sure that we’re protecting people’s privacy.

    And so we’ve made a lot of investments in the technology itself and how we even designed the privacy and the products – which is privacy first. How we allow controls around sharing of information usually defaults to the most private or last type of sharing option that consumers have put. In the case of Facebook, it’s how they share their information when they post.

    We also look really closely at how the data is used and make sure that there are proper safeguards in place. It’s really, for us, how that shows up, how we build our products with a privacy-first mindset, how we then launch them, and how we make sure that the communication is super clear and transparent, and easily understood for consumers.

    That’s kind of generally how we think about it. It’s imperative that we continue to be very transparent and clear about what we’re doing because there’s just so much happening right now in this space and technology, and Facebook, obviously, is very much at the front and center of a lot of these issues as well.

    What makes a brand trustworthy

    Q: When you think about the most trustworthy brands that you use in your day-to-day, what are those aspects that make them the most trustworthy brands? Why do you keep going back to them?

    A: There are many vectors that I think about, but for me, it’s really about the experience that I have as a consumer, where it’s easy to follow and understand. So that could be as simple as how I’m interacting with an app and how I’m navigating through that and understanding how each piece of that comes together.

    But it has to be easy for me to get information or basic customer service if something goes wrong. If I have a problem with my account, if my order isn’t being delivered, it needs to be easy for me to get help, reach customer service, and get it resolved immediately.

    I started my career at American Express. And now it seems very basic, but one of the things that that company does very well is if you have a charge on your card but it’s not your charge, no questions asked, you can call them and they take care of it. That is an incredible trust with consumers nowadays.

    It seems commonplace practice but back in the day, when they first started doing it, they were really an industry leader in doing what most other issuers made you jump through hoops and fences for.

    Amex just took the approach of no questions asked and they would resolve it for you on the back end. So I think those are some of the examples of brands that create that experience, and you inherently build that trust.

    Educating your consumer

    Q: Leadership is hard. It really requires us to balance major competing priorities and deal with a lot of areas. And so like many social media companies, Facebook relies on rich consumer data coupled with your ad business to drive top-line growth.

    So with that, how does your team educate almost 36% of the world that are active users on data privacy, misinformation, and healthy online activity while also scaling the advertising business? What are some of the examples of how you’re educating your consumers on those things?

    A: That’s a big question that would probably require more time for me to do it justice in terms of all the ways that I think about it, and all the things that we’re doing against that. So let’s just pick one of the areas that you pointed to, and let’s talk through that in terms of how we balance that.

    If I think about misinformation, specifically, in the pandemic and health misinformation, here are some of the things that we thought about…

    First off, our point of view and our belief is that we’re really committed to making sure that the information we put on our platform is reliable. And specific to health, we have encouraged people to get vaccinated and fight the spread of harmful health misinformation, right?

    We promote and encourage vaccines across platforms because health misinformation during that pandemic is a critical issue to us.

    We’re committed to having substantiated sources to make sure we’re putting out the right information on the platform to encourage people to get vaccinated during the pandemic. And so we built a COVID hub and with that work, we’ve had – I think – 3.3 million people visit the vaccine finder to make appointments and to get all of the right information.

    We’ve also connected over 2 billion people to expert resources. So, part of what we believe is the responsibility of the platform is connecting people to all of those right resources of information.

    We’re also about finding that balance, putting a lot of focus, resources, and time into making sure that we’re removing misinformation that health experts believe cause imminent harm. Because it’s what I would call harmful vaccine-related misinformation.

    Since the beginning of the pandemic, we’ve actually removed something like 18 million instances of COVID-19 misinformation. We label it as misinformation, and we reduce the visibility of pieces of content that we want to debunk through fast-tracking partners that we work tirelessly with.

    And so this is an example of just balancing the two. I think we know that getting it right is hard, and we know that it takes tireless focus and commitment to that, but because it’s so important to us, and we’ve done it, we’ve at least seen on our platform that the hesitancy of vaccines has declined by 50%. We’ve seen that more users on Facebook have been vaccinated.

    We’ve done things from a marketing perspective, like campaigns that promote key facts on safety and testing and it’s really increased the belief in vaccine safety. And so this is just like one example of the complexity of all the issues that we balance.

    We really work very closely with health experts to make sure that what is being put on our platforms and how we’re managing the information is reliable and accurate so that we can actually mitigate the spread of misinformation, which we know is such a huge focus area for us as a company.

    It’s very complex but talking about misinformation in the context of health, and certainly in the context of what we’re experiencing right now is, hopefully, a way to kind of bring to light how we think about these issues. And certainly, the things that I think about as a leader as well.

    Jade Warne, Copywriter at our sister community, Community-Led Alliance, gave some awesome tips on how to engage with your community to build that deeper relationship.👇

    How to revolutionize your leadership approach

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    The PMM Leadership Accelerator program has been built in collaboration with Director and VP-level product marketers from some of the world’s best-known brands – we’re talking Amazon Web ServicesLinkedInG2UberUnbounce, and more.

    You’ll be able to tap directly into their tried and tested tacticsstrategies, and methodologies and put all that intel into building your killer strategy.

    By the end of the eight-week program you’ll:

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  • What is a case study in marketing?

    What is a case study in marketing?

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    Photo by Iewek Gnos on Unsplash

    What is a case study in marketing?

    A case study is a testimonial outlining your customers’ success with using your product, explaining how your product’s key features led to benefits for your customer such as productivity and through increases and time and cost savings. Case studies often serve as your products’ calling card, highlighting how a customer successfully used your product.

    What is the purpose of a case study?

    Case studies in marketing are used as social proof. This gives buyers more context to understand if they are making a good choice. Showing case studies to customers who are on the fence about your product could convince them to make a purchase.

    What is the difference between a case study and a customer story?

    A case study is a more in depth look at the customer’s thoughts and results from your product than a customer story.

    The customer story paints a picture of the problem, solution and results. A case study will include all of this information plus a more detailed explanation of how the solution was delivered and the key measurements that show the product’s effects.

    What makes a good case study?

    A good case study can usually be broken down into the following elements:

    • Challenge: Your customers’ challenges before using your product
    • Solution: How your product solves these challenges
    • Benefits: Key performance indicators highlighting the benefits your customer received from using your products. KPIs include:
    1. % increased productivity
    2. X in cost-savings
    3. Y amount of time saved doing Z task
    4. B times increase in throughput
    • Products used: Which of your products did your customers use to experience this success? Which features benefited them the most?

    What should a case study include?

    Case study formats

    Case studies usually come in a variety of formats such as written documents, third-party reviews either on your product page or a third-party site, videos, or even a customer presentation on your product at a live event.

    Here’s the breakdown of each type of case study:

    White papers

    Case study white papers are usually written documents that provide a full overview of how your customers succeeded with your products.

    These documents usually detail everything from your customers’ decision to use your products versus the competition, their implementation, their day-to-day, and key performance indicators.

    Usually, case study white papers are great for your sales team to use as leave-behind collateral.

    Videos

    A video case study is a great way to highlight your customers using your product in addition to discussing their success with your product.

    Typically, the best videos blend an organic customer interview with shots of your customers using your products in their environment. The best length to target for these is about 3 to 5 minutes at most.

    Third-party websites

    Third-party sites such as G2 Crowd and TrustRadius are also great sources for customer testimonials. Customers tend to be candid on these sites and, in addition to getting great customer quotes which you can repurpose on your website, you can also get valuable product feature requests and ideas, or information on what’s not working so well with your product.

    Presentations at live events

    Customer presentations highlighting your products and your customers’ success with your products also case studies.

    If your customer is willing to go on stage at your event or a relevant industry event and discuss how they’ve used your products and how they’ve been helpful, that’s probably one of the best testimonials you can get, especially with other prospects in the room. Your customers become instant lead magnets and can attract new users to your company through their presentation.

    To help your customers be successful with advocating for your products, arm them with tools that they can leverage if they need or offer to support them during their presentations!

    Customer advocates

    The same customers who are willing to go on stage and present about your products on your behalf are also great customer advocates for your Sales team to use to help your company sell your products.

    As part of the sales process, you can provide your salespeople with a list of customers who are willing to connect with curious prospects. Hearing an opinion for an existing customer can help convert a prospect to a customer.


    Adam Thomas, PM expert, shares some case study formats:

    Testimonials

    “When talking to your customer doing the case study, they may say a bite-sized anecdote that sums up a feature or your product in a helpful way. These are great to use on a sales page or product page, as it gives your product more credibility.”

    Articles

    “Your blog, if you have one, can highlight users. Writing an article or using the case study conversation as a post can help customers see, in a more relaxed context, how your product works for them.”

    How to build a library of customer case studies

    Poornima Mohandas, Director of Product Marketing at Birdeye, shared her advice for building a library of case studies.

    “First things first, before you start cranking out case studies, find out what your salespeople really want. Are they after desirable logos from select verticals? Start with a long list of happy customers and narrow it down with appropriate filters such as length of customer relationship.”

    Talk to sales, map the need

    “Talk to your sales leaders and a handful of sales folks across enterprise and SMB teams to figure out their needs. Ask them:

    • Will customer case studies be valuable to you?
    • Ideally, which brands would you like case studies on?
    • What verticals, geographies, size of companies are you most interested in?

    “These answers coupled with the strategic direction of the company will map out your targeting strategy.”

    Prepare a long list with customer success

    “Consult with your customer success team to get a list of happy customers. Forward-looking customer success teams will have colour-coded and complete lists, just waiting for you to run with it!

    “This is your long list. Now go ahead and trim it down to:

    • Recognisable logos
    • Target verticals, geographies, and company size
    • Customers who have been with you for > a year

    “If your list still has over a 100 names, narrow it down to customers who have been with you for five years. That is a lifetime in the SaaS business and it will speak volumes to what a great partner you make. And just like that, you have your shortlist of case study candidates.”

    Reuse conference sessions

    “On the other hand, if you don’t have the time to shortlist customers and interview them, a shortcut is to tap into your company’s user conference recordings. If you have recordings of customers sharing their stories in a breakout session, simply transcribe it and repurpose it as a customer case study.”

    Tips for startups to get case studies

    “Startups often struggle to find willing customers, some of them even offer discounted product prices as an incentive. I don’t recommend that as it dilutes your value.

    “If you find that you don’t have many happy customers, then your problems may be more fundamental like a product-market misfit. Now, that’s a totally different beast for another blog post.

    “Here are some tips you can try to get more case studies, faster:

    “Offer a sales incentive – Involve your sales folks to solicit case studies, after all, they own the relationship. If budget permits, announce a spot bonus for every sales person who brings in a case study, I have seen this work wonders. Share the shortlist of case study candidates and ask sales to check in on the customer’s willingness to do an external-facing case study.

    “Use the circumstance to your advantage – Under the current economic climate, your customers are most likely delaying payments. Now is as good a time as any to ask for something you want — a case study.

    “Look for the right moment – Always be on the lookout for the right moment. Perhaps, it’s after a Customer Advisory Board session or after the customer has significantly broadened product usage. When the customer is mighty pleased with you, pop the case study question.

    “Look for ambitious champions who like publicity– Look for outspoken, ambitious customer champions who want to be seen as driving change. So you may ask, how will I find them? Typically, they will be seen speaking at industry events and will in all likelihood be active on LinkedIn. If such champions benefit immensely from your product, they will more likely than not want to share their story. Your case study should capture the transformation they have been able to bring about in their organization. Make the customer the hero in your case study rather than your product.”

    Do the leg work

    “Reach out to five companies to get one to convert. So if you are aiming for a modest library of 10 case studies, reach out to at least 50 customers.

    “At the outset, take permission for a public-facing, named case study. Recently, I wasted about 60 minutes doing research and interviewing the HR manager of a large retail brand only to receive a frantic phone call 30 minutes later saying, “Please don’t publish anything I said. I got a call from my boss saying that we cannot do case studies with vendors.”

    “Simultaneously, work with your demand gen team to work out a promotion plan for each of your case studies. Here are some easy-to-implement ideas:

    • Write a customer-focused blog post
    • Post the case study both as an HTML page as well as a PDF
    • Create a banner on your customer webpage featuring the latest case study
    • Send an email to your prospects featuring the latest case study
    • And of course, broadcast on social media”

    How to get the full customer story

    “Say you have a customer interview scheduled, as a product marketer, be sure to attend the interview even if you have a content writer to write up the case study. You will be able to probe much deeper and uncover a story that syncs with your positioning. Plus, you will learn yet another valuable customer story that can come handy in your next customer demo or analyst presentation.

    “In the interview:

    • Let the customer talk and don’t interrupt
    • Ask open-ended questions
    • Ask for anecdotes, examples, and all relevant details
    • Probe deeper for quantitative benefits
    • Gather more information that you need

    “Find out which departments use and benefit from your product. Interview people across departments and hierarchies so you get the full perspective. Get a benefit-oriented quote from the senior most buyer persona.

    “For instance, if you sell to the operations team, interview the director of operations, an operations manager, and a warehouse manager, then get a quote from the COO.”

    Once the customer story is ready

    “Share the final version of the case study with the customer for review. Be ready to accommodate some edits. Once approvals are in, design, execute on the promotion plan and press publish.

    “Send your customer a thank you note, try the snail mail variety on your company letterhead, also be sure to thank them on social media.

    “Rinse and repeat to build up your library of case studies.”


    Adam Thomas, PM expert, also shares some tips for building a a case study library:

    Open-ended questions

    “Your question set should be short – no more than five questions. Make sure that there is no way someone can give a one-word answer – these questions need to be open-ended. You want to have a conversation, one that is free-flowing and that means focusing on the customer and the environment.”

    Analyze carefully

    “Make sure you sit with these conversations for a while. Take the time to get good quotes that are interesting and align with your values. Check to see if the language on your marketing materials match how your customers talk. All of your customers belong to some sort of “world” everything that comes from this.

    “It may seem simple from what we’re discussing, however, as you start to put this plan into action, you’ll see how much data you’ll collect, and how closely you can match the mental model of your customers.”

    Product Marketing case study examples

    Companies often use case studies on their website to demonstrate how their products have helped a previous customer. Here is a selection of some of the examples out there:

    Drift

    Boston-based company Drift specializes in helping their customers generate qualified leads, using chatbots and conversations within their website.

    When software company Zenefits encountered huge marketing growth, the large amount of traffic being diverted to the company’s website resulted in problems such as inefficiencies in the SDR channel, lack of buyer centricity, and prospective customers slipping through the net.

    Drift provided a solution for the Zenefits, by introducing buyer-centric conversations, as well as time-saving automation. The company not only optimized the SDR channel, but put contingencies in place to provide Zenefits’ customers with access to around the clock support.

    As a result, the customer experience improved, the win-rate increased, while the overall efficiency of the SDR channel was improved, and Drift did a great example of bringing all this fore with their case study page by:

    Pulling out key stats:

    Including clear quotes from satisfied customers:

    HubSpot

    Japanese consumer electronics and commercial electronics manufacturing giants Casio needed to find a way to enhance the efficiency and effectiveness of inbound marketing efforts at the organization, as well as the communication between sales and marketing, to protect coveted leads.

    In search of a solution, Casio turned to the HubSpot growth stack, which combines Marketing, CRM, and Sales software to support its clientele.

    The decision to invest their faith in HubSpot has paid dividends, as highlighted on the case study page on the HubSpot site.

    Performance statistics:

    Like Drift, HubSpot have structured their case study in a way which draws the focus to the impressive results Casio has achieved since they received their support.

    SolidWorks

    SolidWorks is a solid modeling computer-aided design and computer-aided engineering computer program.

    The company was tasked with taking the development of humanoid robotics to a new level, with the design and creation of engaging, fun, and non-intimidating robots.

    As part of the solution, the company combined several features, including SOLIDWORKS Premium design, SOLIDWORKS Simulation Premium analysis, SOLIDWORKS Plastics injection molding analysis, and SOLIDWORKS Enterprise PDM product data management software.

    This helped form robots with human-like traits and movements – a significant development in treatment for people living with autism, with the case study page highlighting successes by including the likes of:

    Positive quotes from key stakeholders:

    Where to find your case studies

    The best way to find a good case study is by asking your Sales, Customer Success, Support, and/or Product teams to source vocal, happy users. Case study customers are usually the ones that are happy with your products, constantly jumping at the opportunity to advocate for your products to their friends and colleagues, and ones who are willing to jump on the phone and be a sounding board for your team. Typically, these users provide a 4 or 5-star rating on third-party platforms like G2 Crowd, TrustRadius, Apple App Store, etc.

    The best way to find these folks is to keep your ears to the ground by monitoring third-party review sites, listen closely to when your product managers or customer success folks rave about a particular customer, and look out for the users who are chomping at the bit to talk about you. You can also use Google alerts to source instances when your product name comes up online, you may find that a blogger online is a good testimonial customer.

    Social media can also be a great resource for prospective case study candidates, especially if you’re finding that specific followers jump at the opportunity to share a screenshot of what they’re doing in your products or offer advice to other followers.

    Tips for startups to get case studies

    When you’ve found a great case study candidate for a video or a live presentation, you want to get a story from them as quickly as possible. However, some candidates and companies may be camera shy or may hesitate to go on record with their testimonial.

    Use the circumstance to your advantage

    One way to sway your prospects is by presenting a case study as an opportunity for your customers to showcase themselves as leading industry heroes for taking a fateful leap and using your products.

    Look for ambitious champions who like publicity

    Case studies are also a great way to highlight the interviewee and provide them with an opportunity to build their resume by saying they were featured in a case study.

    Look for the right moment

    Case studies can be a great source for product feature requests, customer feedback, and enhancement requests. When you interview your customers for a story, pay close attention to any side remarks they may make, some of these could potentially serve as good feedback for your product teams. You can also sprinkle in some customer research questions as well throughout the interview to surface some of that juicy feedback.

    Offer a sales incentive

    Additionally, you can offer to link back to their company site to provide them some SEO juice. Or, better yet, a coffee or a $25 gift card in return for a case study tends to go a long way!

    Example questions

    Which problems were you looking to solve when you went out searching for our product?

    1. What made you choose our product over other solutions? What other solutions were you considering?
    2. What is your favorite part about using our product?
    3. What was your experience implementing our product?
    4. Which benefits have you seen from implementing our product? Any time-savings, productivity gains, etc?
    5. What are you able to do with our product that you weren’t able to do before?

    PMA has a lot of great case study questions you could ask as well:

    Want to learn more?

    Product marketing is and always will be a customer-centric role. A core part of your job is to value the voice of the customer and advocate for their wants, needs, and pain points. It’s your responsibility to make them feel heard. Therefore, customer marketing is an integral part of what you need to do to ensure that you’re staying true to this.

    The Customer Marketing Certified: Masters course has been designed to give you invaluable, practical insights into streamlining your customer marketing approach so that you can ensure that:

    • Your customers are happy,
    • Your products are the best they truly can be,
    • Your brand reputation is consistently positive, and
    • That you bring in increased revenue for your organization.

    So what are you waiting for?

  • Build better products by creating better case studies

    Build better products by creating better case studies

    Case studies are one of the most useful items in the product management toolkit. To build effective ones, you need to follow a simple but vital set of guidelines.

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    Photo by charlesdeluvio on Unsplash

    Robert Cialdini’s book Influence: The Psychology of Persuasion, first released in 1984,  popularized the concept of social proof. This phenomenon consists of individuals copying the actions of others around them in order to acclimate to a system. People are subconsciously influenced by the behavior of other people within a given environment. Although this idea is simple, Cialdini’s book radically changed my mind with respect to how I interacted with the content that my product team and I produced.

    Why was this theory so profound? Well, the book helped me understand why people were ignoring almost everything that we gave them. As it turned out, everything that we wrote was focused on ourselves and not on our customers. 

    We weren’t influencing. Instead, we were just talking. 

    Cialdini’s work gave a conceptual framework to something that the best marketers already subconsciously knew: Nothing sells better than reflecting the customer’s own actions back at them. 

    For example, say you want to buy a shirt.  Which of these pitches is more likely to make you buy?

    Option A: This shirt is made of polyester, washes well and makes you look professional.

    Option B: This shirt is built for the product manager on the go. When you’re sweating the details and pacifying the battle between sales and engineering, you’ll want a shirt that stays tucked in as you rush from meeting to meeting. 

    Option B draws on social proof to reflect actions that you’ve experienced back at you. 

    Product management (PdM) is about helping the team improve decision fitness. That includes how we influence our customers to use our products, especially if we’re confident that our product is the right one for them. Social proof helps us accomplish this goal. 

    Before we can use social proof, however, we need a way to get the information that we want to reflect back to the customer. In other words, how do we come to see the world as our customers see it? How might we put ourselves in their headspace?

    Sure, you can scan different websites, browse social media, or even look at your competitors to see what they’re doing. With any of these strategies, however, you’re only getting part of the picture. Like almost anything dealing with product development, talking to your customer directly is going to get the best results.  

    So, for PdMs to get the data they need to gather social proof and understand how customers see the world, we can rely on case studies. Let’s talk about what exactly these are and how you can use them to help you influence your customers and help other teams, like product marketing and sales, make better decisions.

    3 KEY STEPS TO BUILDING A PRODUCT CASE STUDY

    1. Make an outline.
    2. Ask the right questions.
    3. Analyze carefully.

    MORE PRODUCT ADVICE FROM ADAM THOMASHow To Improve Your Product Research

    What Is a Case Study?

    For our purposes, a case study is an in-depth conversation aimed at understanding how a customer uses our product. We want to get to know who they are, why they use our product, and the context in which they use it.

    This technique is how you get inside of your customer’s head. When you have multiple, deep customer conversations over a period of time, you’ll get a better understanding of what drives them. You’ll also be able to target your marketing so that it makes sense to them.

    How Do You Build Case Studies?

    Building case studies is no different than doing any other interview. When conducting a proactive conversion with customers, you need to understand what you want, use open-ended questions, and analyze everything carefully.

    MAKE AN OUTLINE

    You can go in a bunch of different directions when you talk to your customers. In fact, if you’re like most PdMs, this is an easy trap to fall into. Everything that the customer says may seem like gold, and it’s easy to follow any string in hopes of chasing down an insight. 

    So, how do you avoid that trap? You’ll need to write an outline to keep yourself on track. A case study outline is simple and has three components. 

    1. Hypothesis. You need a clear hypothesis whenever you talk to a customer. What question are you trying to answer by talking to the customer? Why are they important? Note this information upfront, and derive the questions from the hypothesis. Consider it your anchor.
    2. Goal. What type of assets are you planning to create from this interview? Who wants this information? Having this in the form of an aligning statement, something that helps the team know what you are looking for and what you want to build, will help with analysis. Do it now so you won’t have to think about it later.
    3. Questions. These are based on both the hypothesis and the goal. 

    Those three components will help you avoid the trap of letting the interviews meander. Now, let’s talk a little bit more about those questions. 

    ASK THE RIGHT QUESTIONS

    Your question set should be short, with no more than five max.

    You want to follow up on your initial questions to get as many stories as possible. If you have more than five, you risk letting the interview get rigid since you’ll feel pressured to get to as many questions as possible. Further, asking fewer questions will make sure you have some uniformity to the answers.

    Even though you’re just asking a few questions, you’ll want to keep them open-ended.  An open-ended question like “Walk me through your shirt purchase. What drove this decision?” is better than “Did you like our service?” The latter could too easily elicit just a yes or no response while the former invites the customer to provide more detail.

    You want to have a free-flowing conversation, which means focusing on the customer. Conversations are going to give you the information you need to build that social proof. Once you’ve acquired that information, you can analyze the material and create the case study. 

    ANALYZE CAREFULLY

    Before conducting an analysis, make sure you sit with these conversations for a while. 

    Take the time to find good quotations that are interesting and align with your values by transcribing the interviews. Check to see if the language in your marketing materials matches how your customers talk. The closer your work matches their worldview, the more they will trust the product.

    This process may seem simple at first. As you start to put this plan into action, however, you’ll see how much data you can collect and how closely you can tailor your product to match the mental model of your customers.

    You’ll eventually be able to see if the plan is working when you make changes and hear from the customer again. The next time you talk to them, you want to hear something along the lines of, “Your [page/feature/tool] described my issue exactly, and that’s why I bought the product.”

    Build Artifacts To Put Case Studies to Work

    When you have the data from the interviews, you’ll be able to build artifacts that match your customer’s mental model.

    What are some artifacts that can come from doing a case study?

    • Testimonials. These are short-form statements, usually a paragraph or less, that come directly from the customer and attest to the value of your product or service. During the interview, the customer may offer a bite-sized anecdote that sums up a feature or your product in a helpful way. These statements are great to use on a sales or product page to give your work more credibility.
    • Articles. These interviews create the kernel of an article for your writers. If your team has a blog, use it to underscore the high points that customers report or spotlight a particularly well-liked feature. Writing an article based on the case study conversation can help customers see, in a more relaxed context, how your product will work for them.
    • White Papers. A white paper is a one-page selling document highlighting the technical side of a product. For more technical products, you must give potential custoemrs a look at how the product functions in a more structured, quasi-academic format. Your case studies will allow your team to write a white paper by giving you anchor points led by the customer. 

    Customers want to tell their stories. When your product is great, rest assured they are doing it anyway. Most of the time, they are happy to spend time with you and your team and give you good feedback. More importantly, you’ll get the social proof you need to stand above the rest of the marketplace.