case study questions

8 Great Case Study Questions To Ask Yourself When Attracting Prospects

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Case studies and customer testimonials are incredibly effective ways to convert leads into customers. They give leads a taste of how your company successfully worked with other clients. There are several important case study questions to ask yourself as you prepare to publish a compelling case study for potential clients.

Below are 8 case study questions you can ask yourself as well as those who worked on the project.

1. What compelled the client to seek out your services?

This is a great way to find out how the services of your company are resonating with potential clients. It allows you to gauge the effectiveness of your marketing message and how attractive it is to customers.

2. What initial challenges did you experience while working with the client, and how did you solve them?

Working with each client is a unique process. Reflecting on the challenges your company has faced with this client can provide unique insights and areas to improve upon when working with future clients. If your company is able to portray a good working relationship with its clients, the potential customer will know they can trust you to accommodate their future needs.

3. What process did you follow to develop and implement these services?

It’s vital to consider how your company implemented and catered your services specifically to the client’s needs. This insight can help you provide valuable details to potential clients when presenting the case study.

4. How did the client respond to your suggestions during the process?

Potential clients seek information about how the process is conducted and how your company will help them achieve their goals. You can use this opportunity to reflect upon your client’s responses to your feedback during the process and to adjust your working relationship with your potential customers accordingly.

5. How did your ability to provide these solutions improve during the process?

How was your company was able to grow the client’s business and improve it as a result of a particular project? Answering this question is a great way for your case study to communicate a message of continuous growth in your ability to provide services.

6. What were the results of the process?

Find out if your customer was able to achieve his/her goals as a result of the process. You can then present these end results in your case study.

7. How has the relationship with the client been since completion of the project?

Maintaining a strong business relationship with the customer even after provision of the service shows that your company takes customer satisfaction seriously and cares for the needs of its clients.

8. Did anything that you did not expect happen during the process?

This question seeks to uncover any unique interactions that your company had with the client. There may be experiences your staff gained that can be crucial when presenting your case study in a compelling manner to potential clients. Reflecting on unforeseen events can also improve the level of services your company provides.

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Progressive Profiling

Using Progressive Profiling To Improve Your Lead Intel

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Did you know that the more information you request from a lead in one given form, the lower your chances of converting that lead to a sale? Simply put, asking for too much information at one time turns off prospective customers. That is one reason why progressive profiling needs to be in your marketing strategy.

How Do You Profile Progressively?

When you capture pertinent information from a prospect, that person turns into a lead. It can be as simple as getting their name and email address before you let them download a report from a landing page. But leads are not converted to paying customers just by getting a name and an email address. You need more information before your sales team can get to work. This is where progressive profiling comes in.

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Each time the lead wants to download information, you get a bit more data. It starts with the name and email address. Next, it might be demographic data about their company, like its location and number of employees. You can also grab the lead’s role in the company.

On the third download, you know this lead is evaluating your products or services as part of a decision-making process. This is when you ask for a phone number or the time frame to purchase. This continued quest for more details from a lead is progressive profiling.

What Makes This Type of Profiling So Powerful?

  • It increases conversion rates. People do not like filling out long forms just to download a simple whitepaper or report. On the other hand, they don’t mind giving a name and email address for that type of download.
  • It prevents repetition. You already have some information about a prospect. There is no need to ask for the same information again.
  • It offers you the ability to capture more valuable information over time. You can ask progressively more detailed questions as the lead comes closer to the sales decision time.

How Do You Automate This Process?

Now, you might be thinking that you would need to build multiple web forms based on complex logic to capture all this information. And you would be correct, if you are not using a marketing automation platform like Hubspot.

The beauty of Hubspot is that you can leverage dynamic web forms and already captured data to get the information you need, without building multiple web forms. When the lead returns for another download, Hubspot can detect what information is already provided, then create a dynamic web form asking for the next level of detail. That information is stored in Hubspot, ready for the next download or for the sales team.

Another benefit of Hubspot is the ability to customize the data captured based on the buyer persona for each lead. This allows you to capture pertinent information based on the lead’s interest in a particular product or service. This allows progressively more detailed market segmentation and sales follow-up.

Are you ready to leverage progressive profiling in your company?

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generate more leads

Learn To Generate More Leads With Hubspot’s State of Inbound 2016 Report

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Converting visitors into leads is the biggest challenge for marketers, according to HubSpot’s State of Inbound 2016 report. With 78 percent of marketers saying generating leads is their top challenge, the competition is

Here are a few key lead generation strategies based on the data found in HubSpot’s State of Inbound 2016 report. Read more