10 helpful tips to create a social media case study

10 helpful tips to create a social media case study image

One of our core services is social media marketing, and it’s evolving all the time. Gone are the days where you merely posted something on social media and expected everyone to see it. The key now is to have a well-thought-out strategy and spend time analysing your results.   


According to Hub spot, nine of 10 people read an online review or social media post before making a purchasing decision. This emphasises just how powerful the medium can be. And following on from this trend, let’s enter the world of case studies and unpack how you can use them to highlight your services and successes on social media, and beyond.


Case studies give your clients or target audience relevant statistics about your product or service, packaged and presented in a fun and engaging way. Each of the case studies you create will include different statistics, but the core message will always remain the same: which is how your company (in our case a digital marketing agency) has overcome your client’s challenges and gone over and above to reach their goals.  If created successfully, a case study can be a valuable tool, and may be a deciding factor when a prospective client is deciding whether to hire you.


It may seem like a difficult task at hand, but the easiest way to tackle a case study is just to make a start. With a few helpful tips from us, you’ll understand the ins and outs in no time.


10 things to keep in mind:


  1. Before you get started make a list of all the statistics and information you’d like to include. Then sit down and have a look at the list and remove anything you think won’t be relevant to the client or target audience. *Tip spend a good hour just planning the document.
  2. Who is the client or brand? Whoever reads this case study will want to know a bit more about the client and their services. Write a short overview of the brand which is no more than a paragraph.
  3. What has your journey been with the brand? Your prospective clients will want to know how long you’ve been working with the brand and what you’ve been able to offer them since you started your journey together.
  4. What were the brand’s objectives? It’s important to highlight the challenges the brand was faced with and why they needed your services in the first place.  Prospective clients might relate to a few of the challenges and objectives you’ve listed, this way enticing them to use your services.
  5. Measure your successes and include a timeline: the most valuable part of a case study is measuring your successes. You’ll need to choose the social media platforms you’d like to measure and include a timeline to analyse the successes.
  6. If your report includes Facebook statistics, highlight the most valuable and relevant points. If the client has had a 50% increase in page likes due to an advert you created, then include this. Other statistics to include could be increase in monthly engagement or average reach during campaign periods.
  7. For Twitter, important statistics to highlight are the average monthly impressions, increase in followers and the positive and negative sentiment.
  8. For Instagram, highlight the increase in followers and average likes on a post.
  9. How did you achieve these successes? Without giving away too much, give a high-level summary of how you reached your social media goals e.g. introducing a social media advertising budget.
  10. Testimonial from the client – although the statistics are a valuable part of a case study, a testimonial from your client will be the final step in convincing new clients to come on board.

Now all that’s left, and probably the most important part, is briefing your designer to create a kick-ass case study that visually shows off all your successes. Have a look at the case studies we’ve designed for some inspiration.


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