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 FormsSlack (or similar team comms tool)Google Sheets (for tracking and historical database) 👉 Get new episodes right to your inbox - click here 👈