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How to Successfully Get Your Clients to Agree to Be In Case Studies And Why?

How to Get Clients Agree to Case Studies

Case studies are an effective means of showcasing your previous success stories with clients. When you share these with prospective customers, it helps to build trust, demonstrate your authority, and ultimately overcome the most common objection: “How can we know for sure that we can trust you to perform well.

The question is, how can you get your clients to agree to feature in your case studies and why is it so important?

Why are Case Studies So Important?

Case studies are awesome in a great number of ways but the primary benefit (as mentioned above) is to help you overcome the most common objections.

Today, when competition is rife, having evidence of your previous success stories can help you close new clients almost effortlessly.

Often, if a prospect can see dozens of 5-star reviews and impressive case studies, they’ll have all the proof they need to invest in you.

Not only that, but case studies qualify as ‘evergreen’ content and it is excellent for both you and your customers to be able to go through your old successes.

With that in mind, how can you get your clients to agree?

1. Deliver World-class Results

The easiest way to get clients to agree to feature in your case studies is to simply deliver world-class results. If you not only meet, but exceed their expectations, your clients will be more than happy to help you out in return.

Take these SEO experts in Sydney as an example; with over 100+ case studies, it is clear that they must be doing something right!

2. Ask your Biggest Fans

If you are worried that a particular client might say no, then perhaps try some of your biggest fans instead. If you have a healthy working relationship and you are delivering superior results, they likely won’t resist. 

3. Remind them they get free Exposure Too

It’s all brand awareness for them at the end of the day. If they are a little unsure, you can remind them of that fact and it might give them the little nudge they need to agree.

4. Tell them Precisely Which Parts of their Success Story you Want to Focus on

Remember, some of your clients may worry about the details. How much information are you giving away? Will you be sharing intimate details of their campaign?

Keep it simple and tell your client precisely which details you will be focusing on. The reality is that they are likely overthinking it and would be more than happy for you to share their successes.

5. Give them an Option for Anonymity

While it certainly does take the magic out of a case study, you can always offer your clients an option to remain anonymous.


Again, case studies can be used as excellent tools to help you grow your small business. Ultimately, so long as you are consistently delivering world-class results to your clients, they’re going to be too busy being happy and successful to worry about featuring in a case study. In most cases, they’ll give you a resounding yes because they are so satisfied.

If they don’t agree to feature as a case study, then you should ask them to leave some feedback. That way, even if they don’t turn into a case study, at least you’ll be guaranteed a positive 5-star review.

It’s all about social proof! The more you have, the easier it will be to establish immediate trust and outperform your competitors.

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