Company: Videate, a generative AI video and automation SaaS platform
My role: Head of Content and Product Marketing
Format: Annual proprietary research report, gated ebook and lead magnet
Audience: SaaS customer success, support, education, and product leaders
At a glance
Surveyed 194 B2B SaaS leaders (54% managers, 25% directors, 17% VP and C-level)
Third year of an annual series, with 2022 to 2024 comparisons
Headline findings: 97% of companies prioritizing AI, a 176.19% year-over-year increase in video automation spending, and 94% who say video reduces churn
Gated lead magnet that ends in a demo request
The challenge
Videate created a new category: AI that automatically generates and updates software how-to videos. Buyers weren't searching for it yet, and a vendor saying "video reduces churn" doesn't persuade anyone. We needed proof from the buyers' peers, and a reason for them to hand over their contact information.
What I built
Original research instead of vendor claims. The report surveyed SaaS leaders across company sizes (under 50 to more than 1,000 employees) and departments (technical support, customer success, product, customer education, documentation) on AI investment, video budgets, automation, churn, and production challenges.
A format people can skim. The report opens with five key takeaways. Each finding gets its own spread: a headline stat, a chart, "Why this matters," and "What to expect next year." Readers can take away the main point from any single page.
Year-over-year data that makes news. Because it was the third edition, the report could show change over time, like video automation spending growing 176.19% from 2023 to 2024 while overall video budgets shrank.
One report, many assets. The research series fed the rest of the content program. Videate's blog cited the 2022 and 2023 editions in posts like How to reduce customer churn when it's more critical than ever and The power of self-service: how videos drive Customer Success, part of a customer success topic cluster I planned and wrote.
Screenshot of the banner I placed throughout the website
My role on the report
I ran the project end to end. I designed and ran the survey, analyzed the results, and chose which findings to highlight based on the story we wanted to tell, one that positioned Videate as the brand that helps SaaS teams scale video with AI. I wrote the ebook and worked with a freelance designer on the layout and charts.
How it performed
Across the content program at Videate, which included this research, content and campaigns supported a 57% increase over inbound MQL targets, a 13% improvement in sales outreach response rates, and a 15% reduction in closed-lost opportunities attributed to product clarity.
I also did the 2023 version, pictured here
What I'd do differently
I'd publish an ungated summary page with the key stats and the methodology, so AI search tools and journalists can find and cite the data, and keep the full report gated for leads. I'd also add a final QA pass on chart labels before launch.
More from Videate
Customer case study video: https://www.youtube.com/watch?v=Hns_IOMQwSw
ASI customer case study video: https://www.youtube.com/watch?v=rdv35z2Q6Xw
Explainer: https://www.youtube.com/watch?v=WKZ60HIZXyI
Video Voyagers podcast, which I executive produced and hosted: https://www.youtube.com/watch?v=ClIJWEAfHDk