Designing case studies that attract more clients

4 min read
  •  May 23, 2016
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Whether you’re looking for a studio job or you want to get some new freelance clients, you need a good portfolio. I’m talking more than just a series of curated images with a short description of the project. I know you can do better than that.

You should be creating in-depth case studies around your workTwitter Logo—and they should document your process and market your services on your website. This is much better than just having a gallery as your portfolio for several very important reasons:

  1. It can serve as the final presentation of your project when it comes time to send off your final work to the client
  2. More content on the page means your portfolio piece ranks higher in search results
  3. By showcasing your process, you’re giving clients a better idea of how you work, which lays down their expectations for future projects
  4. It gives you the opportunity to prove your worth and show that you can satisfy your customers’ needs
  5. It can help lead the user to contact you for a new project with a tailored call to action

In this article, I’ll go over the key elements that make a good case study and the steps you need to take to get more clients from your design portfolio.

Read more from Dina Rodriguez: The art of hand lettering.

Document your process

The easiest way to create your case study: document your process along the way. This includes taking screenshots and photographs of your process while keeping detailed notes that explain your design decisions.

“The easiest way to create a case study: document your process along the way.”

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So at every stage of the project when you make an internal revision, document it and explain why you made it. By explaining your process in this way, you’re able to keep yourself in check to ensure that you’re making the right decisions based on your client’s goals and not your personal aesthetic or gut feeling.

To keep your notes and images organized you can use Behance’s WIP (Work In Progress) feature that allows you to show your work in its early stages, and get feedback on it from your followers that can help guide the artistic direction.

This has been especially helpful for me because it simplifies the process of putting my ideas together while making connections with other creative professionals online. Check out the example above where you can see my process of creating my 26 Letters piece for my new homepage.

Your case study doubles as your final presentation

Another added benefit to creating case studies is that they also serve as an excellent final presentation to give to your client once production is complete. For me, this always wows my clients because it proves that my project perfectly aligns with their expectations and goals. And that makes it really hard for them to ask for revisions later on.

“Case studies also serve as an excellent final presentation for clients.”

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Then, once the client approves my artwork and pays the final installment, I can easily reuse my presentation to post a detailed case study in my portfolio. Double win!

Here’s a sample of a recent logo design case study I created for Paper Tiger Mentoring that showcases the steps I took to complete the design. Notice how much more engaging this is and how my revisions have reasons behind them. It’s hard to argue with a final result when everything you made reflects what’s most appropriate to attract my client’s demographic.

So rather than just sending your client the final static image of your project, why not create a case study that serves as the final presentation instead? Think of how much better of an impression it would make to send your client the beautiful final result in addition to showing the steps you took to get there.

The 6 key principles to the perfect case study

Now that you understand the importance of case studies, let’s break down the key elements that will get your portfolio noticed and keep the project inquiries rolling in.

Try framing your first case study from an educational perspective.Twitter Logo This means having a dedicated page on your website that helps others understand your creative process. This is not an easy task at first because you probably won’t have much experience writing about your work, but with practice it gets a lot easier and really fun.

1. Provide a meaningful overview for the non-readers

The project overview is the first piece of content on the page that allows your visitors to get some additional information about the project and understand what was accomplished. Keep this short and to the point so that the skimmers and browsers can get a quick look at what your project is all about without having to read the full case study.

Here’s an example of how I introduced my hand-lettered logo design project for Say Something Marketing. Notice that I provide some key information before I start to talk about my process like industry, creation date, project duties, and objective. You can either break down the info like how I have here, or provide just a few lines for your overview. Just be sure to include the problems that your client is trying to solve so that you can talk about your process with their goals in mind.

Along with this introduction, it’s important to show the final result upfront before going into the beginning stages of your process. You don’t want to make the user scroll down to the bottom of the page in order to see the final result of your beautiful work.

2. Show pictures—lots and lots of pictures

Your images should tell the complete story of how you got from your initial research all the way to your final product. This means taking screenshots, uploading high-quality pictures of sketches, creating mockups, and anything else that can help visualize your story. Give your users some eye candy and seduce them to read your content.Twitter Logo

People love seeing the evolution of a project and how it came to life. Watching a project form step-by-step is not only engaging, it also makes you more relatable when you show the mistakes you made along the way.

So don’t worry if one of your process shots isn’t perfect or camera-ready. It’s a work in progress—it’s not supposed to be perfect on the first try. Check out my process for creating my Stop Staring Poster. It has imperfections, but that’s what makes the final result so much more interesting.

3. Describe the reason behind your decisions

Every color, line, and letter you use in your designs should have a purposeTwitter Logo and reason it works best for your client. The purpose of the case study is to put the design project into context and to show how it works in a real world situation, as opposed to showing only how the final product looks.

This is why you have an in-depth onboarding process before starting production so you can get a detailed and clear view of what your client wants. In order to land your ideal clients, you need a questionnaire that sets the tone of the project moving forward and gives you everything you need to determine if it’s the right project for you. This way you can over deliver on a project because it’s custom-made to attract their audience.

4. Top it off with a client testimonial

Client testimonials are proof that you can provide work that satisfies your customers.Twitter Logo A good testimonial creates trust and has the power to convince even your “tough sell” visitors that your service can make a difference in your customer’s life. So it’s important to not only follow up with your clients to get a review of your services but know how to use your testimonials effectively on your website.

“A good testimonial creates trust.”

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Most of us ask for testimonials, and if we follow up and pester our customers enough, we get testimonials. But without asking the right questions to probe our clients, our testimonials usually end up looking something like this:

Dina did a great job on this project. I’m very happy and plan to work with her again.

Now that isn’t a bad review, but it doesn’t sell my services or tell a good story of how I am to work with. This is because most clients don’t know how to give testimonials, so as professionals we need to guide them to provide testimonials that will inspire potential clients to hire us.

Here are the 3 basic questions you should ask in order to get a powerful testimonial:

  1. Discuss your experience working with me.
  2. What did you like most about your final project?
  3. Would you hire me again? If so, why?

By asking these questions, I’m able to get a testimonial that tells a vivid story. Check out one of my previous client testimonials for a logo design project I created forBrandScape:

Dina invested hours learning about my brand personality, mission, and style. She was completely transparent about her process and always kept me involved. It was up to Dina to really translate everything we’d discussed to a logo, and the end result blew me away.
The script is playful but clean, and the colors pop beautifully. The logo is visually distinct and professional, and I’m excited to display it every chance I get! I’m so grateful to have had the opportunity to work with Dina for such a unique product, and I plan to work with her again.

Now that’s a testimonial that sells! About 3 days after posting this project and testimonial, I received 5 new inquiries. And they just keep rolling on in—all from one excellent case study.

5. Don’t forget the call to action

Just like any other page on your site, you need a call to action (CTA) to help guide the user to contact you. For me, 82% of the people who look at 3 or more of my projects in my portfolio submit a project request. So having a CTA on your portfolio page is one of the most important pieces of content that will help you get new clients.

“Your portfolio page has to have a call to action.”

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If you’ve followed the above steps in your case study, you should have enticed your user enough to contact you. Now all you need is to serve up a custom pitch of your services on the bottom of the page with a link to your questionnaire.

There are several ways to make your call to actions stand out, but with each project you should have a custom-written call to action that speaks directly to your user. For example, if a client is looking at my portfolio and is checking out one of my hand-lettered logo designs, they’re most likely interested in hiring me for a similar project.

Rather than having a nonspecific CTA such as “Like what you see? Contact me today for a free quote,” try presenting a more personalized message like “Interested in a hand-lettered logo design that’s custom made to attract your audience? Contact me today for a free quote.”

See the difference? If you were a potential client looking for a logo design, which one would you click on?

6. SEO is important, too

SEO is an often overlooked step when adding new projects to your portfolio. It’s a necessary part of web design that can help you get more organic traffic to your portfolio site.

Your portfolio is filled with work that other clients in those industries want. So a good starting point is to use descriptive long-tail keywords like “logo design for app” or “web design for restaurants.” You already have the content and images to reel them in, and now all you need are some keywords to get their attention on Google.

You can test out search terms by using tools such as Wordtracker and the Google Adwords Keyword Tool. I won’t go into the nuts and bolts of search engine optimization here. (For a crash course in SEO that won’t overwhelm you, check out this article.

Blast your newest project across the internet

After you’ve posted your case study online, the work is only about 90% complete. That extra 10% is going to get new eyes on your portfolio and help you get your work noticed. This means posting your work everywhere your designs are welcomed.

So get active on Facebook, Twitter, and Google+; post your portfolio pieces to Behance, Dribbble, and deviantART. Get creative and film your process and put the video on YouTube or livestream it using Periscope. You could even create a slideshow of your artwork and share it on Slideshare or put together a PDF presentation and upload it to Scribd. The more you link out your newest portfolio piece, the more people you can get looking at your work.

The great thing about marketing yourself isn’t just getting more clients—it’s building a following of other like-minded designers. Tons of designers and art directors are always on the lookout for people to pass design work onto. Once you start forming a good network, you’ll find that more projects will automatically start coming to you, rather than you frantically searching and begging for work.

This was originally published on Letter Shoppe.

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