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Ep 8: Systematizing Case Studies
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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 Forms
- Slack (or similar team comms tool)
- Google Sheets (for tracking and historical database)
Scale your agency. Frameworks from an owner who grew to 35+ team members and 10-fig clients.
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Sean’s Links:
🔗 Sean Lang on LinkedIn
🌐 Agency Uplift Skool Group
🛒 Social Commerce Club
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