Customer cases / testimonials
How to produce a customer case study, and its current status: no real case study exists yet.
Customer cases and testimonials showcase the real-world impact of financing solutions. Highlighting businesses that have benefited from the product inspires and educates potential customers with relatable, authentic perspectives, and cases are versatile assets, reusable across emails, social media, and paid campaigns.
Frequency
Incorporate customer cases regularly into the content strategy: the exact cadence depends on resources, but aim to produce and share new stories periodically to keep messaging fresh.
Tips & best practices
Tell relatable stories
Focus on a variety of businesses so stories reflect the diversity of the audience.
Show real impact
Include tangible results: increased revenue, expanded operations, successful launches.
Inspire and educate
Use stories to show what's possible and educate on the process and benefits of financing.
Repurpose for multiple channels
Use cases in email to nurture leads, on social to drive engagement, and in paid ads to attract new audiences.
Make it visual
High-quality photos or video of the featured business add authenticity and engagement.
Examples


Guide to customer cases
LiveHow to run a customer-case interview and package it into blog, social, video, PDF, or web-page formats.
- Format
- PDF · DOCX
- Version
- 1.0
- Updated
- 2025-01-13
Customer case studies
No template yetNo real customer case studies exist in the source material yet. This is a placeholder until one is produced using the case-study guide.
- Format
- N/A