If you’re asking “what is a page title in SEO?” and wondering how it can work for you, you’re not alone.

Whether you write your page title first or save the best for last, your business relies on the impact of a great headline.

After all, over 50% of shoppers use Google to discover or find new brands. If they’re researching online, your audience is scanning to find what they’re looking for. So, let’s talk about how page titles impact SEO.

Many experts say that the page title is an important on-page factor for SEO. But which page title are they talking about?

In this post, we’ll cover:

• What Is a Page Title in SEO?
• Why Are Page Titles Important for SEO?
• Page Title SEO Examples
• How to Create SEO Page Titles That Stand Out

Before we dig into the details, let’s talk about the terms we’re using.

A title tag is what’s going to show up in the browser tab and (most likely) the search engine results pages (SERPs).

If your main goal is improving your click-through rate (CTR), this is a great resource to learn more about optimizing your title tags.

H1 is an HTML heading, and it’s usually the largest and most important heading on a web page. The page title appears on the page itself and is often denoted using H1 style coding.

So, a page title could refer to either the title tag or the H1, depending on where you publish your website content. Other phrases that you may see instead of “page title” include:

• Browser title
• SEO title
• Blog title

This can be confusing. If you’re new to search engine optimization, it’s probably part of the reason why you’re asking about page titles in SEO.

For clarity, in this article we’ll use “page title” to talk about H1s, and “title tag” when talking about the title in the SERPs.

As you keep reading, keep in mind that what you call the page title is less important than what it can do.

Why Are Page Titles Important for SEO?

If page titles don’t show up on SERPs directly, why are they important for SEO? Because a strong page title can improve SEO on your site and improve the user experience because of its prominence on the page.

The page title sits at the top of the post. It can tell your reader what your post is about and draw them into reading the full article.

The page title has the power to lure and entice readers without having to compete with ads, snippets, and featured images the way that the title tag does.

There are a few other reasons that your page title is important for search engine optimization.

1. Page titles help users and search engines understand what your page is about.

According to Search Engine Journal, Google uses the page title to find out the content and structure of the page. This information relates directly to page rank.

Your page title helps search engines decide if your web page satisfies search intent. It can more completely answer a user’s question.

2. They reassure users that they’ve found what they’re searching for.

While title tags tell users what a page contains, this tag doesn’t appear on the page. So, the page title confirms that they are in the right place. This creates a better experience for the people visiting your site. Google’s guidelines also say that user experience is a ranking factor.

3. A page title can confirm page content if Google revises your title tag.

Google doesn’t always use the title tag to generate the title that you see in the SERPs, and your page title is another way that you can tell readers and search engines what your page is about.

4. They keep readers engaged and on your page.

A great page title can help cut down bounce rates and increase time on the page. This is because a visitor who quickly finds what they are looking for on your site is more likely to engage with your post by clicking to other pages on your site and to spend more time reading your content.

While this data isn’t a direct ranking factor, both low bounce rates and dwell time are important for SEO because they show Google that your page contains high-quality content.

Page Title SEO Examples

In these examples, you can see major differences between the page title and title tag.

1.Copyblogger

This page title from Copyblogger leads you into their article by pinpointing an important what and when.

The title tag is missing the when, but its inclusion in the page title will ensure that this page shows up in the right SERPs.

2. Ahrefs

This title tag from Ahrefs uses the term “beginner’s guide” to stand out in the SERPs.

They simplify the offer once you click on the article.

3. Essence

This page title stands out on the SERPs with fun adjectives that show what makes this listicle unique.

Once readers click into the page, Essence expands the title to emphasize the fun, summery vibe.

4. Fast Company

This title tag stands out because it targets a problem and how to solve it.

Fast Company adds 2022 to the page title to show freshness. They also use a story in the subheading to draw readers into their content.

Now, you might be wondering, “How can I get started?” Below, let’s review the best practices to keep in mind when writing SEO page titles.

How to Create SEO Page Titles That Stand Out

1. Include relevant keywords.

While you don’t want to stuff your page titles with keywords, it’s still a good idea to include your primary keyword.

If you can, putting it near the front can help search engines and users figure out what your page is about quickly.

If you can’t include your primary keyword, you should try to include a variant of your keyword that satisfies search intent.

2. Write for the user.

Your content should be written for the reader, not for the search engine.

This means that your page title should offer something useful to your reader. Usually this will be information that helps them better understand a problem or brings them closer to a solution. You might also want to spark their emotions.

3. Try long sentences, but pay attention to length.

If you’re using competitive keywords, a long headline is often more effective. In fact, according to a Backlinko content study from 2020, 14-17 word headlines bring 76.7% more social shares than short headlines.

Page titles don’t have the strict character limits that keep a title tag from getting cut off in the SERPs. While you don’t need to worry about Google cutting your title off, for a page title to be useful for SEO it should still stick to around 60-70 characters.

Your page title should be long enough to entice the reader, but short enough to make the meaning and purpose of the page clear to both users and search engines.

4. Don’t be repetitive or stuff keywords.

Your page titles shouldn’t include multiple versions of the same keyword phrases.

A great example of a bad page title is “Toaster, toaster oven, kitchen toaster, college toaster, 8 slice toaster, bagel toaster | Chris’ Toaster Emporium”.

Titles like this promote worst practices and often lead to having the same page titles used across most (if not all) of the pages on your site.

Plus, it doesn’t help users understand what’s on the page.

5. Don’t put your company name at the front.

In most cases, your website will already rank high for your company name.

Leverage the fact that search engines give more weight to the words that appear at the beginning of a page title. Form your titles using your keyword phrases first, and then your company name if it makes sense.

6. Be specific.

Every page on your site should have a specific purpose. It’s easy to create a unique page title for a blog. But ecommerce and business sites often run into repetition.

Unique page titles help prevent traffic cannibalization. Cannibalizing happens when two pages from the same domain rank for the same keyword and are stealing traffic from each other. With unique page titles, you’re less likely to create pages that Google believes are serving the same keywords.

To improve your page titles, think about the specifics of the page in front of you, and try to describe it.

For example, if a page is just about “toasters”, the title should include your keywords centered on toasters. Don’t add generic keyword phrases like “kitchen appliances.”

7. Get some help.

Writing a great page title used to take a lot of practice and testing. But you can speed up the process by taking advantage of useful tools and templates to create original and high-performing page titles.

If you enjoy the process of writing, try one of these headline analyzer tools:

• CoSchedule
• Advanced Marketing Institute

Another option is to use a blog topic research tool that also offers great headlines. If this idea appeals to you, try using the HubSpot Blog Ideas Generator.

SEO isn’t easy.

While writing titles can be hard, it doesn’t have to be. Once you’ve mastered the art of SEO page titles, you can focus on other strategies that can drive traffic to your site.

Editor’s note: This post was originally published in May 2010 and has been updated for comprehensiveness.

At some point in your career, you’ll likely quit your job – it’s a normal part of any career. When it does come around, learning how to leave your job on good terms will be key.

However, even though quitting happens all the time. it’s easy to ruffle some feathers during the resignation process and burn bridges.

In this article, you’ll learn how to preserve a healthy relationship with your employer, manager, and colleagues.

• Tell your manager first.
• Give two weeks’ notice.
• Organize your files.
• Finish strong.
• Offer to train your replacement.
• Write a goodbye email to your teammates.
• Express gratitude.
• Don’t blast your manager, team, or the company.
• Give feedback on your experience.

1. Tell your manager first.

With such big news, it’s important that your manager hear this news directly from you first.

Hearing this from someone else can cause unnecessary friction between you and your manager and end your relationship on a sour note. In addition, you don’t want the news to spread until you discussed an exit strategy with your team.

Otherwise, you may get bombarded with questions and concerns regarding the impact of your departure on ongoing projects without a clear path forward.

Instead, inform your colleagues only once you’ve had the conversation with your manager – even those with whom you’re close.

Your company may want to share the news formally through a press release or an email. With this in mind, it’s best to wait for the all-clear.

2. Give at least your two weeks’ notice.

Most people will tell you that it’s standard practice to give your employer notice two weeks ahead of your exit. However, you can actually do so earlier – in some cases, it’s preferred.

If you’re an individual contributor managing one or two projects, two weeks may be appropriate. However, if you’re a manager overseeing multiple high-impact projects, announcing earlier will give your team more time to prepare for your departure and find a replacement.

The earlier you notify your manager, the better impression you will leave, as they will appreciate having a solid window to build a plan for your absence.

A two weeks’ notice letter is a formality, but sending your resignation information to both human resources and your manager clarifies that you’re leaving the company and solidifies the date of your last day.

When you write your two weeks’ notice letter, keep it short and sweet. You don’t need to delve into the reasoning of why you’re leaving or what would’ve made you stay at the company. All you need to do is include three main elements in your resignation letter: the fact that you’re resigning, when you’re last day of work will be, and a brief note of appreciation for the opportunity.

Here’s an example of a resignation letter you can follow:

[Date]

Dear [Manager]

I’m writing to let you know that I’m resigning from my position as [position[ at [company]. My last day will be on [date].

This was a tough decision to make. [Company] has done great things for my career development. I greatly appreciate the amount of time and effort you invested into my professional growth and all the opportunities you gave me.

I will continue to support the team during the next two weeks and am happy to discuss an exit strategy to ensure a smooth transition.

Sincerely,

[Name]

[Signature]

3. Organize your files.

In the days before your departure, make sure to review the projects and files you manage. Are there important documents you should share with your team? Are your files easily referenced? Can someone easily pick up where you left off?

If not, this is the time to do it.

Think of this as the last impression you leave. What do you want people to say once you’ve left? Making things easy for people will make people see you as a valuable, organized team member they were lucky to work with.

4. Finish strong.

While it’s tempting to slack off the last few days on the job, maintaining your productivity will show your team and your manager that you are reliable.

Humans have a recency bias, which means they tend to remember and emphasize the most recent observations about people more than the ones in the distant past.

If you slack off during your final weeks, especially when your team is working on a big project or if you have several important tasks to finish, you’ll leave your team with the burden.

You might be thinking, “Who cares? I won’t be working with them anymore.” While you may not ever return to this company, you could work with your colleagues again somewhere else.

You could also leverage them for future opportunities down the line. With this in mind, you want to keep your foot on the gas until that last day.

5. Offer to train your replacement.

Helping your replacement learn the ropes of your position will accelerate their learning curve and help greatly with the transition. Why do it? Well, it’s an opportunity to display your gratitude to your former employer for the opportunity and ensure they’re not left lost.

It’s an extra step you don’t always need to take (and oftentimes won’t have the opportunity to). However, your generosity will leave a mark on your colleagues and pay off in the future.

If you can’t directly train your replacement, you can write a training guide that covers key processes and contacts.

6. Write a goodbye email to your colleagues.

Out of all your colleagues, you’ll usually grow closest with your teammates. They deserve to know about your future plans directly from you. Seeing your Slack get deactivated is a sour way to find out.

There are a few ways you can do this:

• Send a heartfelt goodbye message.
• Set 1-on-1 coffee chats to share the news.
• Have a group in-person or virtual lunch to announce the news.

Whichever method you select, use that time to discuss positive moments you shared with your teammates and express your gratitude for working alongside them.

You can also give them your personal contact information to stay in touch.

7. Express gratitude.

The people who impacted your career the most deserve a personal thank you.

Even if you didn’t have a close relationship with your manager, their job was to oversee your growth. As such, they likely invested time and effort to help you grow in your career.

As such, take the time to give thanks and express your gratitude. This is especially important if you’d like to use them as a reference for future opportunities.

8. Don’t blast your manager, team, or the company.

When you’re leaving a job, it’s tempting to go on a Twitter rant about all the things you hated about your workplace. Before you do that, take a breath.

In fact, wait a few weeks after leaving your company to share anything on social media. Emotions are usually high when you’re leaving your job and you want to avoid saying something you’ll regret later.

That’s why it’s better to wait a few weeks, once the anxiety and stress have hopefully subsided, and you have a clear mind.

While it’s fine to critique your former company, avoid making unsubstantiated claims, name-calling, or anything that you wouldn’t want a future employer to see.

9. Give feedback on your experience.

If you really want to share constructive criticism with your former manager and employer, an exit interview is the best place to do it.

You’re able to share your thoughts with an HR representative and dive into your experience in this workplace. Many people shy away from the exit interview but don’t be afraid to be candid.

You can be honest about your experience – the good, the bad, and the ugly – while still maintaining your professionalism. Plus, your employer will appreciate you disclosing your concerns in a closed setting instead of on social media.

Regardless of the situation you were in when you left your job, quitting is always nerve-racking. You’ve built relationships with your boss and colleagues and you may be stressed about their reactions. What if your manager gets mad or frustrated at you? Will you seem ungrateful for leaving the opportunity they gave you?

Despite all these scary thoughts, you must remember that you’re almost certainly not the first person who has left the company, and you definitely won’t be the last.

Quitting your job is a delicate process. Taking these steps now to leave on good terms is an investment in your future because you never know who you’ll need down the line.

Editor’s Note: This post was originally published in July 2018 and has been updated for comprehensiveness.

A 2021 Wyzowl report found that the use of video content from brands has increased roughly 25% over the past six years.

Lately, the conversation has been focused on short-form video lately, but interactive video is one we should be talking more about.

Learn what interactive video is, how to create one, and examples from some top brands.

You can use interactive videos for a number of purposes, including increasing engagement, fostering two-way communication, and boosting conversions.

In Q1 2022, we surveyed over 500 global video marketers to ask about their video strategy. Roughly a quarter of marketers surveyed (28%) said they currently leverage interactive content in their videos.

Of those who do leverage it, 8% plan to invest in it more than any other video type.

There are multiple types of interactive videos:

• Branched stories – This allows viewers to choose their own path when watching a video and decide what they will watch.
• Hotspots – These are clickable areas within a video that allow viewers to discover something new in the video.
• Polls and quizzes – You can engage your audience with questions related to the content in your video.
• 360-degree view – This allows viewers to immerse themselves in the video and get an augmented reality experience.

Interactive video is still relatively new to many marketers with 27% leveraging it for the first time this year. Considering leveraging it? Let’s go over the benefits of this strategy.

Benefits of Interactive Videos

The biggest reason to leverage interactive videos is the high return on investment.

Our video marketing report revealed that interactive video offers the fifth-highest ROI, behind product-related, funny and trendy, and behind-the-scenes videos.

In addition, 47% of marketers surveyed say interactive content is one of the most effective lead generators.

When it comes to engagement, interactive video is also one of the best performers. In fact, 47% of marketers surveyed say interactive content is one of the top three video types that get the most engagement.

This video type can also leave a deeper impression on its viewers. With so many brands fighting for our attention, one way to keep them engaged longer is through interaction.

Doing so can help your brand awareness and recognition, helping you stand out from the competition. In fact, 7% of marketers say interactive video is most likely to go viral.

Lastly, you can gain more insight into your audience through interactive content. Say you include a quiz in your video, not only do you get insights from the video itself (views, time watched, etc) but you also learn more about them through quiz results.

So, you end up getting more data through a single piece of data.

How to Make an Interactive Video

1. Brainstorm your concept.

Before you create your interactive video, you have to build a concept. What will the video be about? What’s the journey you want to take viewers on?

Your answers to these questions should be driven by your marketing objectives. Otherwise, it will be difficult to create a successful concept.

Once you have that sorted out, how will you engage the audience? Given the various types of interactive content you can have, you’ll need to determine which one will work best.

2. Choose your video platform.

The platform you choose will depend on the type of content you’re creating and what you want to accomplish.

Popular interactive video platforms include:

• Eko
• Verse
• Adobe

Once you select the right platform, it’s all about putting the pieces together, creating a draft, reviewing it, and re-editing until you have a great final version.

3. Analyze results.

Once your video goes live, the hard work isn’t done. It’s now time to assess its performance.

During your concept phase, you ideally set some KPIs. If this is your first time creating an interactive video, use your other videos as a benchmark.

This way, you’ll know what numbers to expect and have a baseline to evaluate your results.

Interactive Video Examples

1. Mile 22

To promote this new action movie “Mile 22,” the marketing team behind the film created an immerse, interactive video that allowed you to choose your path and get snippets from the movie based on your selection.

What makes this video interesting is that it doesn’t rely on just the trailer to build excitement. It takes the viewer on the journey of the characters and gives them a peek into how things play out.

2. Sweet Digs

Usually, if you want to catch the latest episode of Sweet Digs, you head to YouTube. However, recently, Refinery29 decided to switch things up with an interactive video instead.

In this interactive video, viewers get a tour of someone’s home, as usual, but this time, they get to make guesses as they watch about costs, designs, and more.

It’s a great way to bring some freshness into an established series and keep viewers engaged.

3. Boursin

Ever wonder what a fridge full of Boursin products looks like? With this interactive video, you can.

This brand reimagines what a food commercial looks like by offering viewers a 360 virtual experience through a fridge.

As the gold carpet guides them through the fridge, the viewer sees various Boursin products and can move the mouse to see other items in the fridge.

Like all new technology, interactive video might have started as a sort of fringe technology that seemed slightly intimidating and inaccessible. Now, that’s changing.

There are lots of exciting things happening in the world of video marketing but interactive video might just be the most exciting of all.

Editor’s Note: This post was originally published in May 2017 and has been updated for comprehensiveness.

If you think Pinterest is just a place to find recipes and fine-tune wedding planning details, think again. With over 431 million users coming to Pinterest every month to look for inspiration, Pinterest is an effective platform for building your audience and getting your product in front of potential customers who are ready to buy.

According to a HubSpot Blogs survey of 310 marketing professionals, 39% of marketers said Pinterest generated a high return on investment.

With an effective Pinterest strategy in place, you can generate organic web traffic, create targeted ad campaigns to reach your ideal buyers, and sell directly from the platform. Gather inspiration from these brands who are yielding big results through Pinterest.

Table of Contents:

1. IKEA
2. IT Cosmetics
3. Jonas Paul Eyewear
4. Michaels
5. Primally Pure
6. Mayvenn
7. Samsung
8. La Mer
9. Lavendaire
10. Golde
11. The Good Trade

11 Best Brands on Pinterest

1. IKEA

What we like: IKEA’s innovative integration of its lead-generating quiz and Pinterest recommendations.

IKEA is a globally-recognized brand with countless product options and configurations. Shopping for new furniture and houseware can be an overwhelming experience, and IKEA is reducing customer overwhelm through creative Pinterest marketing.

Potential customers can take IKEA’s Renocations quiz to unlock which IKEA items would best suit their home. At the end of the quiz, users are given a Pinterest board of IKEA products they make like, and can then pin the options to their personal boards for inspiration, or shop directly through Pinterest when they’re ready to buy.

This approach works because many customers turn to Pinterest for decorating ideas and to save potential product finds in one place. The integration of product recommendations and pre-populated Pinterest boards is creative and solves a real need for customers who are looking to streamline the furniture buying process.

2. IT Cosmetics

What we like: Savvy keyword targeting.

According to Pinterest, 91% of beauty searches on the platform are unbranded. That means when users are typing beauty-related keywords in search, they aren’t searching for specific brands. Upon learning this statistic, IT Cosmetics implemented a keyword-first Pinterest strategy to reach users who were searching for CC cream on the platform.

This strategy gave the brand the opportunity to be found by users who were interested in learning more about CC cream and other cosmetic products but didn’t yet have loyalty to any specific brand.

Looking through the IT Cosmetics Pinterest account, several pins are optimized to be found in CC cream-related. The brand’s Pinterest content shows its products in action through tutorial-based videos so users can see how the products work in real-time. This approach has helped IT Cosmetics expand its organic reach on Pinterest, and acquire new customers.

3. Jonas Paul Eyewear

What we like: Clear ideal customer identification.

Eyewear brand Jonas Paul makes affordable, on-trend frames for kids and teens. Knowing the ideal potential customers for the brand are parents looking for eyewear for their children, Jonas Paul creates organic and paid Pinterest content specifically for parents.

Implementing this strategy has helped the brand increase web traffic from Pinterest, resulting in higher order value than web visitors from other channels.

4. Michaels

What we like: Seasonal posts and use of Idea Pins.

Pinterest is a great place to find inspiration for your next creative project, so it makes sense that craft store Michaels would perform well on the platform.

The Michaels Pinterest account has a variety of beautiful search-driven posts that are aligned with what users are searching for each season. Content pinned to the Michaels Pinterest account often features videos of seasonal craft projects directly linking to items that can be purchased from Michaels.

The brand also runs keyword-focused holiday campaigns, targeting users who search for terms related to projects that can be executed with products from the store. In addition to driving online conversions, Michaels’ Pinterest efforts have also increased in-store traffic by 8%.

5. Primally Pure

What we like: Educational content to nurture new customers.

Primally Pure is a natural beauty brand that makes non-toxic deodorant and body care products. The brand’s Pinterest account has been one of its key drivers of growth.

On Pinterest, the Primally Pure account is focused on holistic lifestyle education and captures users who want to learn more about skincare and the potential side-effects of conventional product options. With many pins leading back to the company blog where there are in-depth articles on various topics the brand’s ideal customer would be interested in, this inbound marketing approach is an effective way to build trust and educate an audience.

6. Mayvenn

What we like: Video demonstrations of Mayvenn’s various products.

Mayvenn sells affordable hair extensions and related products to hairstylists and salon owners. With this ideal customer in mind, Mayvenn’s Pinterest content has a variety of tutorial-based posts to show stylists how they can use Mayvenn’s products on their clients. In addition to tutorials, Mayvenn shares pins related to hairstyle inspiration that are easily searchable.

The brand also features photos of their products fully styled so users can see exactly how the potential hairstyle they want to create will look.

7. Samsung

What we like: Aspirational product content.

Samsung is a global brand that makes a range of products, but on Pinterest, the brand’s home appliance account truly shines.

Appliances and home inspiration are popular search topics on Pinterest, and Samsung has created an impressive brand account creating beautiful imagery with its products front and center. The brand stays at the forefront of Pinterest’s latest features using video and Idea Pins to showcase how its products work to users who are looking for pins to help them create their dream homes.

The Samsung Home Pinterest account also has boards related to key home-related search topics such as “How to Clean” and “Kitchen Ideas.” The content on these boards consists of organic and user-generated pins that subtly feature Samsung’s products.

8. La Mer

What we like: Cohesive brand identity and Pinterest-exclusive products.

Luxury skincare brand La Mer is known for having high-end products that are often deemed celebrity favorites. The brand leverages Pinterest as a key part of its marketing strategy.

Not only are the visuals on the La Mer account cohesive, but the brand has found creative ways to generate new business through Pinterest. La Mer launched a video ad campaign to showcase the benefits of its products. Users who engaged with the ads were sent product samples to increase engagement and customer reviews.

In addition to its ad strategy and sampling campaign, La Mer has created product sets that are exclusively available through Pinterest, enticing users who discover the brand through Pinterest to make a purchase that isn’t available anywhere else.

9. Lavendaire

What we like: Natural-looking videos showing the company’s products in use.

Lavendaire is a personal development brand that sells journals and apparel. The Lavendaire Pinterest account organically garners three million monthly views to drive traffic to the brand’s products and other content channels.

A particular area where Lavendaire shines on Pinterest is through the creation of Idea Pins. The Idea Pins feature is a primary focus area for Pinterest, and the Lavendaire brand frequently shares new Idea Pins showcasing the company’s journaling products.

With journaling being a high-traffic search term on Pinterest, pins shared by Lavendaire are optimized to show up in journaling-related search results helping Pinterest users find and connect with the brand and community.

10. Golde

What we like: Colorful visuals, and recipe-based content.

Wellness superfood brand Golde has an impressive Pinterest account that features its product line in a variety of ways. The account has video posts that are beautifully shot and feature Golde products used in recipes and tutorials.

In each of the brand’s educational and recipe videos, the pin is linked directly to the product featured helping the brand drive sales from users who are looking for recipe inspiration and new creative ways to use products such as matcha and cacao.

11. The Good Trade

What we like: Organic traffic generation.

The Good Trade is an online publication that covers topics related to sustainability and slow living. The company’s Pinterest account has almost 10 million organic monthly views, which is an impressive feat.

Though The Good Trade doesn’t currently run Pinterest ads, the brand creates pins for all of its articles, generating traffic back to its website.

The brand relies on keywords and hashtags to create pins that can be found through search and has built an engaged audience on Pinterest to convert into readership.

If your company isn’t on Pinterest yet, now is the perfect time to get started. Whether you have an eCommerce business, brick-and-mortar store, or your content is your product – users on Pinterest are likely searching for what you have to offer.

Pre-pandemic, it was relatively easy to keep tight boundaries between our personal and professional lives.

But in a post-pandemic world, things have shifted. Now, people have their dogs or children in the background during Zoom calls. Others have yoga breaks and book clubs blocked into their work calendars.

Companies have also put a bigger focus on their employees’ mental and physical health: For instance, HubSpot began offering its employees access to mental health tool Modern Health, as well as an employee discount for the Headspace app.

All of which is to say: The workplace has changed, and whether people work from home or return to the office, they’re going to want — and expect — the freedom of bringing their full selves to work.

Here, I sat down with Krystal Lamoureux, VP of Customer Success at Credly, to learn her leadership tips for encouraging employees to bring their full selves to work. Let’s dive in.

What It Means to Bring Your Whole Self to Work, and Why It Matters

For starters, I asked Lamoureux what it means to bring her ‘full self’ to work.

She told me, “I think the pandemic has helped me realize that being a professional does not mean I have to check my personal life at the door. It forced me to shrink everything about me to fit inside the four walls of my home. Suddenly work, school, and play were all occurring in the same place and at the same time. Pre-pandemic, my kids went to school and I commuted to the office. Somewhere in the car post-drop off, I switched from mom to professional.”

Lamoureux adds, “When the pandemic hit, I no longer had the option to segment my day or attention the way I used to and, as a result, the way I work has changed (for the better). Not only has my wardrobe shifted to more casual options (leggings, yoga pants, and hoodies for the most part), but I’ve also adjusted when and how I work.”

Research has shown tremendous benefits to authenticity in the workplace, both for individuals and for organizations at-large. For instance, Simmons University Institute for Inclusive Leadership’s 2021 Leadership Development Survey found people who behaved authentically at work felt more confident, more deeply engaged, and happier.

Additionally, respondents said being authentic enabled them to build stronger coworker relationships, and roughly half even said authenticity made them “more able to do their best work” in the office.

Authenticity in the workplace can’t happen without psychological safety, but it’s a critical component for happy, healthy employees. Additionally, it’s simply a good business practice to foster authenticity in the workplace, since people who feel they can bring their full selves to work ultimately connect more deeply and fully with their team — leading to lower turnover rates and higher engagement.

As Lamoureux puts it: Our personalities, experiences, likes and dislikes, and goals and aspirations all join together to form the person who shows up for work every day anyway.

“Bringing our whole selves to work creates a much richer, more authentic product for everyone involved. Allowing people to bring their whole selves to work creates a more authentic, happier work life.”

So — what does authenticity look like in practice?

Lamoureux told me, “I don’t have a dedicated office space in my home, but I usually set up shop at the dining room table where I have a tidy background for video calls. When I’m chatting with my team, I’ll move to my couch to snuggle with my pup. Our CEO often encourages us to turn our cameras off and walk around during calls to avoid Zoom-fatigue. Knowing that I’m not always expected to be on-camera allows me flexibility to tend to laundry while I participate in a meeting.”

Aspects of Lamoureux’s life outside of work — her dining room, her puppy, and her laundry — will inevitably mingle with Lamoureux’s work, and she’s okay with that.

As she puts it, “Am I always at my desk? No. Am I still working and being productive? Yes. Do I have a better work-life balance? Absolutely.”

In terms of leadership, there’s a delicate balance between encouraging authenticity and expecting your employees to deliver results, but with empathy and trust, you can find a way to accomplish both.

Lamoureux told me, “I expect my team to be responsible, responsive, and complete what needs to be completed. I also expect them to take care of their family obligations and their health. We do a work-life blend at Credly — meaning there will be times we are online shopping for new shoes on Tuesday at 3 p.m. (and getting opinions from coworkers), and other times when we’re answering emails at 9 p.m. on a Thursday. The bottom line is that I want them to set healthy boundaries because it’s necessary for us all to do good work.”

How can you encourage authenticity in the workplace?

Creating fun ways for employees to interact with one another that isn’t work-related is an effective starting point for encouraging authenticity.

At Credly, Lamoureux’s team has coffee breaks and book clubs to connect with one another and learn more about each other as full human beings.

• Coffee Breaks: We have a weekly coffee break with only one rule: no work allowed. Sometimes, we incorporate a theme into our coffee breaks encouraging people to dress up or bring something to share. It allows us to show bits of ourselves in a fun way. We’ve learned so much about one another from these casual conversations.
• Book Club: we generally read 2-3 books per year as a team. Sometimes, they are work-related, but sometimes they aren’t. We’ve had such deep, rich discussions in those book club meetings!

Additionally, one of the most effective and simple ways to encourage authenticity is to lead by example. The more authentic you can be as a leader, the more you’re giving employees permission to do the same. 

How do businesses fail when it comes to creating an authentic culture?

Finally, I asked Lamoureux how she feels most businesses fail when it comes to authenticity.

She told me, “I think most businesses want the best for their employees but are afraid to reset what a productive, professional environment looks like. Our world of work isn’t what it was two years ago, and as the world opens up again and employees return to offices, I think it could be tempting for business leaders to try to function the same way they did pre-pandemic.”

“It’s the baseline for ‘normal’ — how things used to be. But with all the turmoil of the pandemic, we’ve also learned new, wonderful ways of working and it’s essential that organizations keep those elements.”

Ultimately, it’s critical your team learns how to pivot and meet the needs of each employee today. Perhaps those needs have changed as a result of the pandemic; or, maybe the pandemic simply brought them to light. Either way, to increase the satisfaction, engagement, and happiness of your employees, it’s vital you encourage and foster authenticity.

In 2022, we surveyed over 500 video marketers and found that YouTube sees the highest usage, more than TikTok and Instagram. It’s also the platform marketers will invest the most in this year.

With so much emphasis placed on the platform, we wanted to know what times and days publishers saw the best results.

Keep reading to learn what we discovered.

Creating a video for YouTube isn’t an easy task. First comes ideation, then scripting followed by filming, and finally editing – and that’s just at a high level. Imagine doing all that work just to upload a video that doesn’t get much traction.

When you’re first starting out, you’re bound to struggle. However, if you’ve been at it for a while and are still not getting any traction from your videos, your upload time could be the culprit.

Back in 2021, we surveyed 300+marketers in the United States for our Social Media Trends Report and asked them, “What’s the best time to post on YouTube? ”

To start, our report revealed that most marketers surveyed say they post on YouTube four to six times a week – as much as they post on Instagram, TikTok, Reddit, and many other social platforms. The only platforms where respondents posted every day were Facebook and Twitter.

While other social media platforms offer countless formats to engage audiences, from ephemeral content and in-feed posts to polls and live streaming, YouTube is slow to expand its formats.

As such, it’s surprising that marketers are posting as often on the platform, given that it’s a platform focused on long-form content.

As for the best times to post on the platform, here’s the breakdown:

• 31% of respondents said 6 p.m. to 9 p.m.
• 23% of respondents said 3 p.m. to 6 p.m.
• 19% of respondents said 12 p.m. to 3 p.m.

Note: Respondents were instructed to answer in their current time zone and for context, roughly 40% of respondents were located in the Eastern time zone.

As for the best days, data shows that it’s the weekend with Saturdays being the most popular answer, followed by Fridays and then Sundays.

One way to explain this is that the weekend gives consumers more time to explore the platform and dive into their favorite long-form content.

Other video platforms like TikTok and Instagram focus on short-form content, making it easy for consumers to get what they need during breaks throughout the day. YouTube, however, requires a bigger time commitment.

When is the worst time to post on YouTube?

Wondering when you shouldn’t post on the platform? According to our social media trends report, Mondays aren’t so popular among marketers.

Only 5% of marketers surveyed said Mondays were the best time to post on the video platform. The second least-popular day was Tuesday, followed by Wednesday.

As for the times, here’s the breakdown:

• 6 a.m. to 9 a.m.
• 9 p.m. to 12 a.m. (midnight)
• 9 a.m. to 12 p.m.

Fewer than 20% of respondents said an early morning posting (between 6 a.m. and noon) offered the best results.

Does it matter what time you post on YouTube?

The answer to this is both yes and no. Yes, it does matter what time you post on YouTube in the short term because it will impact how many views your video gets within the first few hours. Optimizing your views during this time period can help you generate more traffic to your content and help the growth of your channel.

However, it doesn’t play a huge role in the long term. Say your video was posted at 3 a.m., that has little impact on how many views it can garner over the next couple of months or years. Unlike a platform like Instagram where fresh content is key to success, novelty is not the biggest ranking factor on YouTube – relevance is.

This means that even if your video may not perform well initially, if it’s the most relevant video to a user’s query, it can quickly gain traction.

How to Find Your Channel’s Best Time to Post

Your Analytics dashboard is the best place to go to find the most accurate and reliable data on your channel – including the best time to post.

If your channel generates enough traffic, you’ll gain access to an advanced report which shows you when your viewers are most active on the platform. 

To access this page, follow these steps.

1. Open YouTube Studio.
2. Click on “Analytics.”
3. Open the “Audience” tab and view your report. 

Knowing the best times and days to post on YouTube isn’t meant to be a strict ruling on when you should post. Instead, it should be used as a guide to optimizing your channel for short- and long-term success.

When you think of leadership resources, terms like ROI, budget, and management might come to mind. But the data is in.

There’s a new way to think about leadership. It’s time to focus on the relationships that are essential to business success.

According to a 2021 Gallup report, only 20% of employees feel engaged at work. Low employee engagement is a quality of life issue, and it’s also expensive. Low engagement costs companies $8.1 trillion per year.

Whether you’re starting your first job or managing a tough team, these resources for leadership development can help. These are the tools that can help you thrive both personally and professionally.

While there are many qualities that make someone a great leader, this list focuses on three areas that anyone can use:

Leadership Resources for Empathy

Leadership Resources for Communication

Leadership Resources for Support and Development

Let’s get started.

Leadership Resources for Empathy

Empathy makes it onto every top ten list for leadership qualities. Empathy can improve:

• Innovation
• Engagement
• Retention
• Inclusivity

But a 2021 EY study says that 54% of employees left their jobs because of a lack of empathy from their boss.

These resources can help you be a more empathetic and authentic leader. And they can help you whether you’re working to support your teammates or leading your own team.

1. The Radical Candor Framework

Book, Podcast, and Workshops

Price: $18 for the book, cost varies for other services

Commitment: Varies depending on the services you choose

What it offers:

After an important presentation, Kim Scott’s boss, Sheryl Sandberg– yes, the one who wrote Lean In– had some feedback. Harsh feedback. The kind of feedback that stings. But because Scott knew that Sandberg was coming from a compassionate place when giving her feedback, Scott accepted it, moved on, and became better.

Scott took this pivotal interaction and used it to develop a framework for giving better feedback at work. It’s a framework for feedback that embraces both brutal honesty and profound empathy.

Why we like this leadership resource:

The Radical Candor Framework offers worthy advice on how to add empathy to your interactions at work. It’s a useful tool for leaders at any point in their careers.

2. No Straight Path

Podcast

Price: Free

Commitment: 30-50 minutes per week

What it offers:

This new HubSpot podcast hosted by Ashley Menzies Babatunde examines the human stories behind the glossy façade of business leadership.

Instead of drawing a clear line from start to success, Menzies unpacks the ups and downs of life. This podcast talks about how setbacks and unexpected gifts can form a path toward leadership and achievement.

Why we like this free leadership resource:

Tactical business podcasts can often skip the challenges or put a positive spin on hard moments. This show offers a fresh alternative. It emphasizes the quality of empathy not just for others, but also for yourself.

3. LinkedIn Learning

Online courses

Price: $19.99 a month for an annual subscription

Commitment: Course times vary from 20 minutes to 5+ hours

What it offers:

If there’s a professional skill you want to advance, chances are, LinkedIn Learning has a course for it. It offers classes in everything from Excel, to audio production, to coding.

Why we like these resources for leadership development:

Their programming doesn’t just teach traditional ideas about leadership. Top-rated courses in 2021 included:

• Unconscious Bias
• Diversity, Inclusion, and Belonging
• Critical Thinking

4. TED Radio Hour

Podcast

Price: Free

Commitment: About an hour, once a week

What it offers:

Around here, we love a good TED talk. But trying to pick just one out of volumes of valuable presentations is as tricky as trying to pick one thing to watch on Netflix. That’s what makes the TED Radio Hour podcast so valuable.

Why we like this free leadership resource:

It takes some of the most intriguing TED talk topics — like making amends, balancing work, play, and rest, or even gratitude— and builds episodes based on them.

5. Blinkist

Mobile App

Price: $8.34 a month for an annual subscription

Commitment: 15 minutes a day

What it offers:

Blinkist offers bite-sized overviews of the latest non-fiction books that you can read or listen to on your phone. This helps you keep up with the latest research on the topics that are important to the people on your team.

Why we like this leadership resource:

This is a great learning tool for time-strapped professionals. Empathy begins with understanding, and this app makes it easy to recognize challenges and passions that may not be top of mind in your world.

6. Side Hustle Pro

Podcast

Price: Free

Commitment: Each episode is under an hour.

What it offers:

Side Hustle Pro highlights black female entrepreneurs who made their side job a profitable business. Host Nicaila Matthews Okome talks about finance, online business, and marketing. She also covers business trends in fashion, health, and wellness.

Why we like these free leadership resources:

This podcast has more than extensive interviews with business experts, there’s a Bootcamp series too. This is great for new listeners who aren’t sure where to start. The Bootcamp boosts newbies with an ebook, uplifting emails, and an engaged Facebook community. Many of her podcast guests share the challenges that led them to create their products and services.

More resources:

If you’re working on empathy skills on your own, you may enjoy these resources for active listening. Another great choice comes from CompassPoint. They offer online and in-person training for nonprofits and BIPOC leaders.

Leadership Resources for Communication

Communication is another leadership skill that anyone can develop.

But being a great communicator is much more than being funny or well-spoken. Most people think they’re good communicators, but the data disagrees. A 2022 Grammarly and Harris Poll says that businesses lose up to $1.2 trillion a year from ineffective communication.

And only 19% of U.S. employees think that leadership communicates effectively in their organization.

Get ready to improve your communication skills.

7. Toastmasters

Online learning and club membership

Price: Club membership costs $7.50 per month, and includes Pathways learning in the membership fee.

Commitment: Varies, may include attending meetings for one to two hours every one to two weeks.

What it offers:

Public speaking isn’t exactly a requirement for being a strong leader, but as you progress in your career, it might become part of your job (think: presenting at large team meetings or to a board), and it’s a skill that can help set you apart from the pack.

You can join a Toastmasters club and take part in their online learning program. Their resources can step up your skills with advice on topics like:

• Presentation skills
• Goal setting
• Dealing with nervousness and building confidence

Why we like these resources for leadership development:

Toastmasters has been a leader in public speaking since the organization started in the early 1920s. With over 300,000 members and 15,000+ clubs, they offer a large community. They also have a broad range of tools to develop your communication and leadership skills.

8. Rapport Leadership Training

Online and in-person workshops

Price: Courses run from $199-2,595 per course

Commitment: Varies depending on the training you choose

What it offers:

Their focus is intensive 2.5-day courses. Rapport also offers self-guided online learning to work on leadership skills.

Options include:

• Cultivating Culture
• Emotional Intelligence
• Feedback and Coaching

Why we like this leadership resource:

Rapport has 30+ years of experience in principles-focused training. Their intensive courses focus on applying new skills to real-life situations. Rapport online classes also include a range of different media to support unique learning styles.

9. Bunch

Mobile app

Price: Free

Commitment: Two minutes a day.

What it offers:

This coaching app is a simple way to add leadership learning to your busy schedule. It offers quick daily leadership tips. They also have leadership style quizzes and targeted suggestions for deeper learning.

Why we like this leadership resource:

This app personalizes the experience of learning. Instead of giving general tips, they work to align their content with your main interests. Bunch also offers a podcast, a blog, and an active Slack community for extra support when you want it.

10. Simon Sinek’s InspireU

Online courses

Price: Course fees range from $40-250, and there is also a free podcast.

Commitment: Course times run from under 25 minutes to 90+ minutes.

What it offers:

Live and on-demand online courses that cover Sinek’s teachings from his books. They also have resources for self-care and leadership from a range of experts. His popular “Start with Why” course includes both solo and partner exercises.

Why we like these leadership resources:

Sinek’s philosophies have influenced leadership thinking since his Ted Talk in 2009. This course focuses on the value of inspiration in leadership. If you are struggling with motivating yourself or your team, this could be a great resource to recharge.

11. MindTools

Club with access to exclusive resources

Price: Limited free access, and $27 per month for membership.

Commitment: Varies depending on the training you choose

What it offers:

Mindtools offers hundreds of resources for communication including:

• Short trainings
• Expert interviews
• Book synopsis

Why we like these resources for leadership development:

Mindtools includes both personal and organizational learning modules. This can help you no matter what your leadership challenges are. Their free tools for communication alone contain a wealth of tools for growth.

Whether you want to dig into value propositions and body language or get the basics of giving feedback, Mindtools is a great resource for leadership development.

More resources:

The GLSNext mobile app offers insights from business leaders in videos, blogs, and podcasts.

Leadership Resources for Support and Development

Leaders are only as great as their team. It takes time and experience to support today’s workplace.

Do you want to build skills and business acumen? Are you curious about leadership philosophy? Do you want to grow your own business? Are you hoping to influence people where you work?

These leadership tools can help you understand and prepare for the challenges that might lay ahead. They can help you whether you’re leading from the top down or the bottom up.

12. Brené Brown’s Dare to Lead Hub

Book, Videos, Podcast, Workbook, and Training

Price: The book costs $20. Training costs vary by the facilitator.

Commitment: Varies depending on the resource you choose

What it offers:

Brown writes powerful books that can help you better understand how to lead. Her site also has hubs that enable a more intensive exploration of the themes in her books.

This includes the “Dare to Lead” hub, which offers a video, workbook, assessment, and other tools for aspiring leaders.

Why we like these resources for leadership development:

Sometimes, it feels like we have to know everything to be a leader. We have to learn how to manage projects, delegate tasks, and analyze outcomes. But then, there are the leadership lessons that don’t always get the biggest headlines, like learning to be accountable and embrace vulnerability.

Taking risks requires some degree of becoming vulnerable, and strong leaders know when to take calculated risks. But that doesn’t just apply to work leadership — Brown’s resources also explore how vulnerability and courage can help in other areas of life.

13. HubSpot Academy

Online courses

Price: Free

Commitment: Varies depending on the resource you choose

What it offers:

HubSpot Academy is best known for its excellent certification programs in Inbound Marketing, Sales, Social Media Marketing, and Content Marketing. But it doesn’t stop there. This leadership resource also offers 100+ lessons, courses, and learning paths to support leaders in every facet of business operations.

Why we like these free leadership resources:

The HubSpot team is constantly creating new content and updating courses to meet the needs of a rapidly changing work world.

14. Dale Carnegie Training

Online and in-person courses for groups and individuals

Price: Course prices range from $150-2500 per course.

Commitment: Varies by training. Most on-demand courses offer a full year of online access.

What it offers:

Carnegie has unique courses for both organizations and individuals. Online courses are available live online, on-demand, and with an online subscription.

Before 2020, 98% of Carnegie courses were available in person only. They scaled fast to create leadership resources that are available in 32 languages and in 86 countries.

Why we like this leadership resource:

We all need feedback from a real human being, and on occasion, it can be the most enlightening to get it from someone outside your company or industry.

Carnegie started teaching about leadership in 1912. The principles of his best-selling book focus on ideas about wellbeing that are only now taking hold in workplaces.

Whether you’re looking for broad instruction on leadership or more targeted learning for your specific challenges, Dale Carnegie courses can help.

They offer over 80 course options. Their website also has white papers, case studies, and webinars if you’re not sure where to start.

15. How I Built This

Podcast

Price: Free

Commitment: About an hour a week.

What it offers:

This podcast has over 400 episodes of business leadership know-how. Each episode features the founders of a business and how they got their start.

Why we like this free leadership resource:

Listening to founder stories is an easy way to take in topics like accountability and resilience. It’s also a chance to understand how founders manage complexity in their startups. These anecdotes can help you figure out which skills and tools can help you prepare to meet your goals.

16. HubSpot Podcast Network

Podcast

Price: Free

Commitment: Varies by podcast, usually about an hour

What it offers:

If you’re not ready to pick a favorite, the HubSpot Podcast Network offers 26 podcasts and counting. Each has a unique take on business development, growth, and priorities.

From stories of epic failure to the recovery that followed it, HubSpot hosts interview guests who share their most intriguing organizational, cultural, conceptual, and team insights.

Why we like this leadership resource:

If your schedule is tight, there is nothing like getting the basics done while listening to a strategic podcast. These podcasts cover targeted topics like change management, negotiation, and tech news. This resource can shed light on the big and small challenges you face as a leader every day.

So, spend some time with professionals from HubSpot and The Hustle. They offer insights you can use on your path to leadership enlightenment.

More resources:

Books are also great resources for leadership development. These two long-time bestsellers continue to be relevant and popular if you want to know how to lead effectively.

• How to Win Friends and Influence People by Dale Carnegie
• The 7 Habits of Highly Effective People by Stephen R. Covey

If you want more resources for support and development, these are some other great tools to look into:

• ASAE
• In Good Company
• Coursera
• Black Founders

Put These Leadership Resources Into Action

It’s not unusual to seek out a list like this after a difficult conversation or challenge at work. And it’s just as common to add a bookmark to your browser and forget about it until the next issue pops up.

So, get started now, even if you can only spare a few minutes. One great resource could be all that you need to change the way you lead.

Editor’s note: This post was originally published in May 2017 and has been updated for comprehensiveness.

Around the globe, more than 300 emails are sent and received each day, on average. That’s 300 opportunities to market yourself and your business in those individual emails you send.

A lot of people treat their email signatures like an afterthought, which is a big missed opportunity. Those signatures are a chance for you to make it clear who you are, make it easy for people to reach you, and give people a place to go to find out more — either about you, about your business, or about something you’re working on.

So, if you’re just putting your name and a point or two of contact information in your signature, you’re not taking full advantage of the opportunity to connect and engage with the people you’re emailing. So what exactly should go in your signature?

1. First and Last Name

Just like with snail mail correspondence, your name should always be included so that the recipient of your message knows who it was from. This manifests in the email signature, often as the first line of text.

2. Affiliation Info (Such as Job Title and Department)

Closely following your name should be your affiliation information. Your affiliations could include your job title, your company or organization, and/or even your department. Your name should eventually be its own draw, of course, as you build a relationship with the recipient, but providing this information provides more context about the conversation and your role in it.

In addition, affiliating yourself with a larger organization lends you more credibility, especially if it’s a recognizable organization. This helps you get the attention of your readers so they take your message seriously.

3. Secondary Contact Information

Secondary contact information is important, too, so that the recipient knows how else to contact you. Secondary information might include phone, fax, or any other method of communication you want to emphasize. In situations where you don’t want to cough up your direct line, you could take this opportunity to promote your personal website — a passive way to open the lines of communication without flooding yourself with outreach if you don’t want it.

4. Social Profile Icons

Your social media presence is a major part of your personal brand because it helps you gain a following in your space and shows people what you care about. You can tell a lot about a person by what they post and how they portray themselves.

That’s why it’s a great idea to include links to your social media pages in your email signature. It not only reinforces your personal brand, but it also helps people find new ways to contact and follow you.

Even better? It can help drive traffic to your online content if you’re posting links to that content on social media. So if you do include social icons in your signature, make sure you’re keeping your social profiles up-to-date and chock full of interesting, relevant content. (In other words, if you haven’t tweeted in six months, you may want to leave Twitter out.)

Why use social media icons instead of simply text links? Because icons are more easily recognizable for folks skimming your signature — and they’ll stand out from the rest of the text in there. According to research from NeoMam Studios, visuals shown in color increase a person’s willingness to read the rest of the content by 80%. That’s a huge advantage. Plus, icons are big space-savers in a place where you might be packing a lot of information.

Even if you have a presence on a lot of social media sites, though, try to cap the number of icons to five or six. Focus on the accounts that matter most to growing your business or building your personal brand.

If you do include a lot of social media icons, at least try to cut back on the other content if possible so your design isn’t too busy. Check out the example below, made using HubSpot’s Email Signature Generator.

5. Call to Action

One of the smartest things you can do in your email signature is include a call-to-action. The best email signature CTAs are simple, up-to-date, non-pushy, and in line with your email style, making them appear more like post-script, and less like a sales pitch. Choose a CTA that aligns with one of your current business goals, and update it when those goals change. Here’s an example of a HubSpotter’s email signature that includes a CTA for the HubSpot Podcast Network:

6. Booking Links

If you find yourself emailing back and forth with colleagues and clients who want to book meetings with you, make it easy for them by including a link to book your calendar right in your email signature. Here’s an example from our own Bryan Lowry, below.

There are many tools out there that’ll help people book appointments. Bryan from the example above uses HubSpot’s shareable personalized booking link. If you’re a HubSpot Sales customer, you can share your personalized meeting link with anyone who you want to book a meeting with and let them choose from your available times. If you want, you can make it so the HubSpot CRM automatically creates a new contact record for anyone who books a meeting if one doesn’t already exist.

If you aren’t a HubSpot customer, one great meeting tool is Calendly, which is free for Basic and lets you integrate your Google or Office 365 calendar. If you’re looking for a Calendly alternative, YouCanBook.me is another booking tool that goes for $7 per calendar per month.

7. Industry Disclaimer or Legal Requirements

Some industries such as legal, financial, and insurance have specific guidelines on email usage and etiquette to protect private information from being transmitted. For this reason, you may want to look into what regulations your industry has in place and include a disclaimer in your signature about email transmissions. Mail-Signatures offers a number of email disclaimer examples, including this one:

“The content of this email is confidential and intended for the recipient specified in the message only. It is strictly forbidden to share any part of this message with any third party, without a written consent of the sender. If you received this message by mistake, please reply to this message and follow with its deletion, so that we can ensure such a mistake does not occur in the future.”

8. Photo or Logo

An image is a great choice to spice up your email signature. If you want a personal touch so that recipients you’ve never met can associate your name with your face, consider using a professional photo in your signature. Alternatively, you can use the company’s logo to add more brand awareness to the email.

9. Pronouns

While not as common in email signatures and certainly not required, adding your preferred pronouns to your signature is helpful, especially when emailing individuals you’ve never met. It also takes ambiguity away if you have a name perceived as gender-neutral.

Now that you know the elements you should include, what does a great email signature look like? Here are some tips for creating signatures that are helpful and professional, including a few great examples.

1. Emphasize your name, affiliation, and secondary contact information.

As you might guess, your name comes first. Closely following your name, however, should be your affiliation and where else people can reach you.

Your affiliation could mean your job title, your company, your school, or a similar organization that you deem important to your recipients. Your name should eventually be its own draw, of course, but using a more popular brand name — and even its logo — ensures you get the attention of your readers and they take your message seriously.

Secondary contact information is important, too. You might not want to endorse your personal phone number, but you could take this opportunity to promote your personal website — a passive way to open the lines of communication without flooding yourself with outreach you don’t want.

Here’s a sample email signature that hits on all three things described above nicely. Kevin’s first and last name are accompanied by his affiliation with the University of Connecticut. He also promotes his personal website so his recipients have another outlet to see his work and contact him for more information.

Want to create a signature like the one below? Use HubSpot’s Email Signature Generator.

2. Keep the colors simple and consistent.

Branding is most effective when it’s consistent — and that includes your email signature. Adding color to your email signature is a nice touch that’ll help it stand out from the rest of your email. But if you do choose to use color, be sure to stick to one or two in addition to dark text.

Use subtle highlights to match your logo or branding, like Brittany Hodak does in her email signature, below. Notice how her social media icons are the same blue hue as the ZinePak logo.

3. Use design hierarchy.

Good design is all about presenting your information in an easily digestible manner. Because your email signature is likely more a list of information than it is a compelling story, you’ll want to use hierarchy to direct readers’ eyes to what they should be reading first.

Scale your name up to a larger font so that it attracts the most attention, like you would on a resume. Then, pick and choose information to bold and color based on importance so you can help guide people’s eyes logically through the design.

4. Make links trackable.

So you put a few links in your email signature, including your CTA and your social media icons. But is anyone actually clicking on them?

To figure out whether the links in your signature are actually attracting clicks and making an impact, you’ll want to make those links trackable — just like you would any other link in your emails.

Follow these instructions to easily make a tracking link that helps you attribute traffic to your website to your email signature. From time to time, you might switch up the format of your signature or the wording inside your signature to see what drives the most clicks.

5. Use space dividers.

Although you never want to jam-pack your email signature for too much information, there are ways to fit a lot of text into a compact area like this one without compromising design.

This is helpful for breaking up different types of information, like your name and contact information, your logo, any calls-to-action you have, or even a disclaimer.

Using space dividers within your design, as in the example below, is one great way to do this. You can also use glyph dividers, which is the vertical bar symbol (i.e., |.)

Image Source

6. Include an international prefix in your contact number.

If you work with people around the world, don’t forget the prefix for your country’s code when you list your contact phone number. Many people overlook this if they aren’t used to dialing international prefixes themselves, but it’s really helpful for your international colleagues and clients to have it right there. Here’s a list of country codes if you don’t know yours.

Here’s an example from Kit Smith, formerly of Brandwatch, a company that has offices in both the United States and Europe and works with international clients. Including the U.S. country code makes it easier for folks in other countries to reach him by phone.

7. Make your design mobile-friendly.

According to Truelist, over a third of professionals open emails on their phone making it a prime method of communication for business and professional matters.

The more people who read email on mobile devices, the more you’ll want to keep mobile users top-of-mind when you’re writing emails — including your email signature.

One major way to make your email signature mobile-friendly is to make your signature’s design easy to read and clickable for mobile users. This is where scale becomes really important. Make sure your text is large enough to read on small mobile screens, and that your links and buttons are large enough — and spaced out enough — for folks to tap on with their fingers.

Check out the example below, and note how much space there is between different clickable elements like the social media icons. These are great for tapping with your finger on a mobile screen so that users don’t accidentally tap on the Facebook icon when they meant to go to Twitter.

Image Source

8. Use an email signature generator.

If you’ve tried all of these steps and you’re still not happy with how your email signature turned out, don’t fret. These digital sign-offs can be tricky to get perfect. Try a free email signature generator to do the heavy lifting for you instead.

Rather than choosing the colors, fonts, and layout yourself, this generator gives you several combinations to choose from. Simply add your information, photos, and links. Then choose your colors. Once you’re satisfied with your email signature, you can add it to your email account right away.

9. Check your new email signature for quality.

Finally, as with any part of an email, make sure your signature looks as good as you think it does by testing it with various email clients. Microsoft Outlook doesn’t recognize background images, for example, so avoid using those. Other email clients don’t load images by default at all.

Best Professional Email Signature

The best professional email signature will be true to who you are both in and outside the workplace. Once you include the basic contact information, the rest of your email signature is a blank canvas for you to share a bit of personality with each professional email you send.

Armed with these email signature best practices, you can create your own signature that aligns with your brand and gives your emails a little extra umph.

Editor’s note: This post was originally published in June 2019 and has been updated for comprehensiveness.

Whether you’re managing thousands of blog posts or a few dozen articles, you know that it’s imperative to have an editorial calendar to keep track of it all.

The good news is, there are a lot of great calendar tools out there you can choose from. In fact, for those of you who are HubSpot customers, there’s a marketing calendar built right into HubSpot’s software.

But one of the best editorial calendar options is Google Calendar. It includes features like repeat scheduling, syncing, and adjustable visibility so you can collaborate effectively with your team. Best of all, it’s completely free to use.

Intrigued yet? Here’s how to set up your editorial calendar using Google Calendar.

Follow Along With These Free Editorial Calendar Templates

Download the Template for Free

Step 1. Download HubSpot’s free editorial calendar templates.

Download Now

First thing’s first: Download the calendar templates above (they’re free.) By doing this, you’ll have three editorial calendar templates on your computer to use at your leisure: one for Google Calendar, one for Excel, and one for Google Sheets. In this blog post, we’ll be going over how to import the Excel template into Google Calendar.

Step 2. Customize your template and prepare for import into Google Calendar.

The publish dates on the templates you download will be stamped for a previous year.

Feel free to change them to the current year in the spreadsheet itself — you can also drag them to the dates of your choosing after uploading the file into Google Calendar.

Google Calendar makes it easy to load a calendar you might have pre-created in another program into Google. This includes Microsoft Excel. Next we’ll show you how to import the Excel calendar template you downloaded in the previous step into Google Calendar.

Step 3. Open Google Calendar.

Once you’ve downloaded (or created) a calendar that opens in Microsoft Excel, it’s time to open Google Calendar. Just make sure you’re already logged into the Gmail account you want this calendar to give access to.

Step 4. Use the left hand dropdown menu to create a new calendar.

Next, set up your Google Calendar to accommodate the information in your Excel spreadsheet. To do this, go into your Google Calendar and click the plus sign to the right of “Other Calendars,” as shown in the screenshot below. Then, in the dropdown menu that appears, select “Create new calendar.”

Step 5. Fill out the details of your new calendar.

Fill out the fields that appear on the next screen. This includes a brief description of your calendar, as shown below, to give people proper context when you invite them into this calendar. When you’re done filling in the details, click “Create calendar.”

Step 6. Import your XLS or CSV file from the same dropdown menu.

Using the same dropdown menu you used to create your editorial calendar, you’ll now import the Excel file itself into Google Calendar. Click that plus sign and select “Import.”

Click the upload box that reads “Select file from your computer,” and locate the file entitled “Blog Editorial Calendar – Excel” that was included in the ZIP file you downloaded in Step 1 above.

Step 7. Select which calendar to add this file to.

In the second box below your imported file, click the “Add to calendar” dropdown. Be sure to choose the calendar name you just created from the dropdown menu, as shown below. Then, click “Import.”

Step 8. Click Import.

Once you’ve uploaded your Excel file and selected the calendar you want to add this file to, click “Import.” You should see an Import calendar dialog box telling you that seven events were successfully imported. Click “Close.”

You can now change the dates of the first seven assignments in the original Excel document if you’ve not already done so. Navigate to the start of your calendar. Be sure all of your other calendars are temporarily hidden by clicking the colored box to the left of the calendar name.

For example, on the week of January 3, you should just see one “Blog TBD” calendar event on each day from 10 a.m. to 11 a.m.

Use the edit window of each assignment to change the publish date. So, for instance, if you’re satisfied with the 10 a.m. publish time, you can simply change the date. Each assignment will then appear as event blocks in your monthly calendar view.

Step 9. Determine your publishing schedule.

Now that you have your calendar created, it’s time to fill it in with assignments for the year. This is when you have to make some decisions about your blog’s publishing schedule.

While the Excel file you imported accounts for one blog post per day, this doesn’t mean you need to publish seven days a week. You can choose to publish every Monday, Wednesday, and Friday. Or perhaps you plan on posting on just Thursdays. Remember, the key to successful blogging is quality over quantity.

Don’t overcommit to a blogging schedule if the quality of your content will take a hit. How often your company should blog will vary depending on your business goals and resources.

If you decide to decrease the number of days you want to publish, click on the calendar event of that day and select “Delete.”

Even if you want to publish multiple times a day, updating this calendar is as easy as adding an event. Select a slot on your calendar to add another “Blog TBD” event and copy the default description from another one of the events you imported.

Next, it’s time for some minor adjustments. Currently, the “Blog TBD” events are set for 10 a.m. Feel free to move these events to whichever time your blog publishes content during the day.

Step 10. Set up recurring events.

Now that your publish dates and times are set, you can make these recurring events on your calendar.

If you have a regular publishing schedule, say every Monday, Wednesday, and Friday at 10:00 a.m., you can put that in as a recurring “slot” on your calendar. It’s okay if you don’t have a piece of completed content — or even a working title — to put there yet. It’s just a reminder that you want to publish something that day.

To add your recurring slot, click on your first “Blog TBD” event and click the pencil icon to edit your event. This will take you to the details of the post, where you can create a custom recurring schedule for each assignment, as shown in the screenshot below.

You can set the post up as a recurring post, so it automatically appears every Monday, Wednesday, and Friday at 10:00 a.m. (or whatever days and times you want).

Once you’ve selected the recurring days, hit “Done” and “Save,” and you’ll have an editorial calendar framework to work with.

For now, keep the event’s title as “Blog TBD,” but feel free to customize the description with any extra details you want to be sure you include for each post. Wait to invite any guest, as we’ll use this to assign posts to an author once you begin filling in your topics. With everything complete, click “Save.”

If you don’t have a recurring schedule like this, you might not need an editorial calendar just yet — but it is an excellent way to set goals for yourself. For example, if you know you want to publish a certain number of posts each week, even if you don’t hit every single slot, it’s a good reminder for yourself and your team that this is something you should all be striving for.

Step 11. Fill in your publishing slots.

Now that you know all of the slots you want to fill, you’ve got to actually fill them. (If you don’t have topic ideas yet, check out this free topic idea generator. It’ll give you some good ideas for content to put in the calendar.)

Let’s say one of the posts you want to write is “10 Surprising Facts About Tapirs,” and one of the posts you’ve already written and want to publish later is “Think You’re Cut Out to Own a Tapir? Read This First.” Just add them both to the calendar by clicking on “Post – TBD” on the correct date, choosing “Edit Event,” and then changing the “Post – TBD” text to the actual title of the post.

Now, let’s say you don’t want to write “10 Surprising Facts About Tapirs,” and you want your colleague to write it instead. To assign the post an author, you’ll invite them to the event as a guest. To do this, click on the event, hit “Edit Event,” then invite that colleague to the post by typing their name or email address into the “Add guests” box, selecting “Add” when their name pops up and hitting “Save” on the event once you’re done.

Now, anyone can see who is responsible for writing the post that’s going up in that time slot.

You can take it a step further by adding details to the “Description” box of the event, as shown in the large box in the screenshot above. You might include a quick synopsis, the keywords you plan to target the post for, the target audience you’re trying to reach, and the offer or CTA you will direct the reader to at the end of the post. Don’t forget to add the draft’s due date.

Before Google Calendar lets you save the event, you’ll see a dialog box asking if you would like to change just this event or all of the events in the series. Select “Only this event.”

Repeat these steps to assign each blog topic today and in the future.

Step 12. Share your editorial calendar with others.

Now that you have your calendar set up, you can invite people to see it. I’d recommend you start with your immediate team and regular contributors — as well as anyone who regularly asks you about publishing content on your company blog.

To share this editorial calendar with people, simply find your editorial calendar under “My Calendars,” as shown below. Click the three dots next to the calendar name and select “Settings and sharing” when it appears in the dropdown menu. You’ll be taken to the same screen when you first filled out the details of your editorial calendar in Step 2.

Then, you can add in the names of people with whom you’d like to share the calendar and set the right permission levels for each invitee.

It’s wise to keep those with the permission settings to manage changes and sharing to a minimum so there aren’t too many cooks in the kitchen — but I recommend you let everyone see all event details, so it’s clear exactly what content is going up in each slot.

Under the “Share with specific people” heading, enter the email addresses of those on your content team and decide if they have viewing, editing, or admin privileges. Save your updated settings.

Why Using Google Calendar as an Editorial Calendar Works

Google Calendar has amazing features that will help you manage your editorial calendar. For starters, if you use Gmail for your corporate email, everyone that you work with will already be in Gmail (and their calendar, specifically) all day.

As a result, it won’t be hard for people to form a habit of checking the editorial calendar because it won’t be difficult for them to find it.

Google Calendar also makes things really easy to move around and schedule because, well, it’s already a calendar. It has all the functionality you need to schedule stuff out and let the people who need to know about it know.

Along those lines, allowing people to view your calendar is simple, making it easy for multiple teams to collaborate, see what’s being published, and figure out when they might launch content and campaigns.

Finally, this sets a precedent for other teams to coordinate with your team in a straightforward way. You can have a calendar for upcoming campaigns, offers, social media pushes, product launches — you name it. And you can all share those calendars for a single-screen view of everything that’s going on so you can coordinate more easily.

Are there other solutions for maintaining an editorial calendar? Of course. But if you’re looking for a free, not-too-shabby, minimum viable product, then Google Calendar is for you.

Editor’s note: This post was originally published in January 2019 and has been updated for comprehensiveness.

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Sure, you could say that you’re great at X or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Below, I’ll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

• Case Study Definition
• Case Study Templates
• How to Write a Case Study
• How to Format a Case Study
• Business Case Study Examples

Case Study Definition

A case study is a specific challenge a business has faced, and the solution they’ve chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

Case Study Templates

To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

Starting off with a straightforward, generic template can be a great foundation for your case study. With this first template, your business can elaborate on any solution provided to a satisfied customer — from their background, to what led to them doing business with you, to the results they’ve seen.

Along with the simplistic design of this template, each section is clearly distinct and outlines the type of information or direction to take to tell you and your customer’s story better. And for added benefit, when you download this template you’ll find bracket prompts for ideation and instructions to follow as you fill it in.

2. Data-Driven Case Study Template

For those looking to show off objective and numeric solutions, HubSpot’s Data-Driven template is a great template to work with. It’s structured to highlight the most notable achievement metrics that a specific customer has seen with your product and/or service.

As you work through this template, you’ll find similar bracketed prompts and sections as the generic template — but with more eye-catching visual cues for your customer’s success points to be properly showcased.

3. Product Specific Case Study Template

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

1. Get started with case study templates.

Telling your customer’s story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you’re just getting started with case studies, we recommend you download HubSpot’s Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study’s objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you’re featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

• Complying with government regulation
• Lowering business costs
• Becoming profitable
• Generating more leads
• Closing on more customers
• Generating more revenue
• Expanding into a new market
• Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you’ll determine the medium in which you’ll create the case study. In other words, how will you tell this story?

Case studies don’t have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they’ll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who’s well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they’re more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you’ve provided non-traditional customers — in industries that you don’t usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they’ll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject’s approval. When first reaching out to your case study candidate, provide them with the case study’s objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you’re writing this for your own company’s benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one’s own market, making case studies particularly useful to a client looking to expand their name’s reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn’t the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they’re a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here’s a benefit that is sure to resonate with your subject’s marketing team: If you publish your case study on your website, and your study links back to your subject’s website — known as a “backlink” — this small gesture can give them website traffic from visitors who click through to your subject’s website.

Additionally, a backlink from you increases your subject’s page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let’s break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

• A clear explanation of why you are creating this case study and how it will be used.
• A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
• An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
• A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you’ll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it’s time to send them a release form.

A case study release form tells you what you’ll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you’ll need to receive internal approval from the company’s marketing team. Once approved, the Release Form should be signed and returned to you. It’s also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you’ll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer’s experience with your product or service.

The Draft Review

After the case study is composed, you’ll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it’s best to contact the customer with a link to the page where the case study lives. Don’t be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you’re asking the right questions.

Before you execute the questionnaire and actual interview, make sure you’re setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

• What are your goals?
• What challenges were you experiencing before purchasing our product or service?
• What made our product or service stand out against our competitors?
• What did your decision-making process look like?
• How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the “Golden Rule of Interviewing.” Sounds fancy, right? It’s actually quite simple — ask open-ended questions.

If you’re looking to craft a compelling story, “yes” or “no” answers won’t provide the details you need. Focus on questions that invite elaboration, such as, “Can you describe …?” or, “Tell me about …”

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they’ll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer’s business.

The goal of this section is to generate a better understanding of the company’s current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer’s need with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer’s experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you’ve collected and actually turn it into something, it’s easy to feel overwhelmed. Where should you start? What should you include? What’s the best way to structure it?

To help you get a handle on this step, it’s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you’ll see in some of the examples we’ve included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Pro Tip: Even if you do elect to use a visual case study, it should still include all of this information, but be presented in its intended format

Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below.

1. Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
2. Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
3. Executive Summary: A 2-4 sentence summary of the entire story. You’ll want to follow it with 2-3 bullet points that display metrics showcasing success.
4. About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
5. Challenges and Objectives: A 2-3 paragraph description of the customer’s challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
6. How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
7. Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
8. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
9. Future Plans: Everyone likes an epilogue. Comment on what’s ahead for your case study subject, whether or not those plans involve you.
10. Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you’ve done.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here.

When laying out your case study, focus on conveying the information you’ve gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you’ve completed your case study, it’s time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client’s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a “Case Studies” or “Testimonials” button along your homepage’s top navigation bar.

Business Case Study Examples

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you’re left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,” by HubSpot

What’s interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed media. Yes, there is a short video, but it’s elaborated upon in the additional text on the page. So, while case studies can use one or the other, don’t be afraid to combine written copy with visuals to emphasize the project’s success.

2. “New England Journal of Medicine,” by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that’s what they do. So in building the case study for the studio’s work on the New England Journal of Medicine’s integrated advertising campaign — a project that included the goal of promoting the client’s digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we’ve suggested — but lets the visuals do the talking, allowing users to really absorb the studio’s services.

3. “Designing the Future of Urban Farming,” by IDEO

Here’s a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — “The Challenge” and “The Outcome.”

Immediately, IDEO has communicated two of the case study’s major pillars. And while that’s great — the company created a solution for vertical farming startup INFARM’s challenge — it doesn’t stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above, HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook’s Mercedes Benz Success Story

Facebook’s Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it’s organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it’s time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor’s Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.