Tips on how to Write a Case Examine: Bookmarkable Information & Template


Incomes the belief of potential prospects generally is a wrestle. Earlier than you’ll be able to even start to anticipate to earn their enterprise, you have to display your capability to ship on what your services or products guarantees.

Certain, you can say that you just’re nice at X or that you just’re method forward of the competitors in relation to Y. However on the finish of the day, what you really want to win new enterprise is chilly, arduous proof.

The most effective methods to show your value is thru a compelling case examine. In actual fact, HubSpot’s 2020 State of Marketing report discovered that case research are so compelling that they’re the fifth mostly used kind of content material utilized by entrepreneurs.

Download Now: 3 Free Case Study Templates

Beneath, I will stroll you thru what a case examine is, the right way to put together for writing one, what you have to embody in it, and the way it may be an efficient tactic. To leap to totally different areas of this submit, click on on the hyperlinks under to routinely scroll.

Case Examine Definition

A case study is a selected problem a enterprise has confronted, and the answer they’ve chosen to resolve it. Case research can fluctuate tremendously in size and give attention to a number of particulars associated to the preliminary problem and utilized resolution, and could be introduced in numerous types like a video, white paper, weblog submit, and many others.

In skilled settings, it’s normal for a case examine to inform the story of a profitable enterprise partnership between a vendor and a consumer. Maybe the success you are highlighting is within the variety of leads your consumer generated, prospects closed, or income gained. Any considered one of these key performance indicators (KPIs) are examples of your organization’s companies in motion.

When executed accurately, these examples of your work can chronicle the optimistic affect your small business has on present or earlier prospects and assist you entice new purchasers.

Case Examine Templates

That will help you arm your prospects with info they will belief, we have put collectively a step-by-step information on the right way to create efficient case research for your small business with free case study templates for creating your personal.

And to provide you extra choices, we’ll spotlight some helpful templates that serve totally different wants. However bear in mind, there are limitless potentialities in relation to demonstrating the work your small business has executed.

1. General Case Study Template

case study templates: general

Beginning off with a simple, generic template generally is a nice basis to your case examine. With this primary template, your small business can elaborate on any resolution offered to a happy buyer — from their background, to what led to them doing enterprise with you, to the outcomes they’ve seen.

Together with the simplistic design of this template, every part is clearly distinct and descriptions the kind of info or course to take to let you know and your buyer’s story higher. And for additional advantage, if you obtain this template you’ll discover bracket prompts for ideation and directions to observe as you fill it in.

2. Data-Driven Case Study Template

case study templates: data-driven

For these seeking to exhibit goal and numeric options, HubSpot’s Knowledge-Pushed template is a good template to work with. It’s structured to spotlight essentially the most notable achievement metrics {that a} particular buyer has seen together with your product and/or service.

As you’re employed by way of this template, you’ll discover related bracketed prompts and sections because the generic template — however with extra eye-catching visible cues to your buyer’s success factors to be correctly showcased.

3. Product Specific Case Study Template

case study template: product specific

Do you will have a selected services or products that you just’re making an attempt to promote, however not sufficient opinions or success tales? This Product Particular case examine template will assist.

This template depends much less on metrics, and extra on highlighting the shopper’s expertise and satisfaction. As you observe the template directions, you’ll be prompted to talk extra about the advantages of the precise product, reasonably than your group’s course of for working with the shopper.

4. Bold Social Media Business Case Study Template

case study templates: bold social media business

You could find templates that characterize totally different niches, industries, or methods that your small business has discovered success in — like a daring social media enterprise case examine template.

On this template, you’ll be able to inform the story of how your social media advertising and marketing technique has helped you or your consumer by way of collaboration or sale of your service. Customise it to replicate the totally different advertising and marketing channels utilized in your small business and exhibit how properly your small business has been capable of enhance visitors, engagement, follows, and extra.

5. Lead Generation Business Case Study Template

case study templates: lead generation business

It’s essential to notice that not each case examine needs to be the product of a sale or buyer story, typically they are often informative classes that your personal enterprise has skilled. An important instance of that is the Lead Era Enterprise case examine template.

In the event you’re seeking to share operational successes concerning how your group has improved processes or content material, it is best to embody the tales of various group members concerned, how the answer was discovered, and the way it has made a distinction within the work your small business does.

Now that we’ve mentioned totally different templates and concepts for the right way to use them, let’s break down the right way to create your personal case examine with one.

1. Get began with case examine templates.

Telling your buyer’s story is a fragile course of — you have to spotlight their success whereas naturally incorporating your small business into their story.

In the event you’re simply getting began with case research, we suggest you obtain HubSpot’s Case Study Templates we talked about earlier than to kickstart the method.

2. Decide the case examine’s goal.

All enterprise case research are designed to display the worth of your companies, however they will give attention to a number of totally different consumer goals.

Your first step when writing a case examine is to find out the target or purpose of the topic you are that includes. In different phrases, what is going to the consumer have succeeded in doing by the tip of the piece?

The consumer goal you give attention to will depend upon what you need to show to your future prospects because of publishing this case examine.

Your case examine can give attention to one of many following consumer goals:

  • Complying with authorities regulation
  • Reducing enterprise prices
  • Changing into worthwhile
  • Producing extra leads
  • Closing on extra prospects
  • Producing extra income
  • Increasing into a brand new market
  • Changing into extra sustainable or energy-efficient

3. Set up a case examine medium.

Subsequent, you will decide the medium by which you will create the case examine. In different phrases, how will you inform this story?

Case research do not must be easy, written one-pagers. Utilizing totally different media in your case examine can assist you to promote your last piece on totally different channels. For instance, whereas a written case examine would possibly simply dwell in your web site and get featured in a Fb submit, you’ll be able to submit an infographic case examine on Pinterest and a video case examine in your YouTube channel.

Listed below are some totally different case examine mediums to contemplate:

Written Case Examine

Contemplate scripting this case examine within the type of an e book and changing it to a downloadable PDF. Then, gate the PDF behind a touchdown web page and kind for readers to fill out earlier than downloading the piece, permitting this case examine to generate leads for your small business.

Video Case Examine

Plan on assembly with the consumer and capturing an interview. Seeing the topic, in particular person, discuss in regards to the service you offered them can go a great distance within the eyes of your potential prospects.

Infographic Case Examine

Use the lengthy, vertical format of an infographic to inform your success story from prime to backside. As you progress down the infographic, emphasize main KPIs utilizing greater textual content and charts that present the successes your consumer has had since working with you.

Podcast Case Examine

Podcasts are a platform so that you can have a candid dialog together with your consumer. Such a case examine can sound extra actual and human to your viewers — they’re going to know the partnership between you and your consumer was a real success.

4. Discover the proper case examine candidate.

Writing about your earlier initiatives requires greater than choosing a consumer and telling a narrative. You want permission, quotes, and a plan. To begin, right here are some things to search for in potential candidates.

Product Data

It helps to pick a buyer who’s well-versed within the logistics of your services or products. That method, she or he can higher communicate to the worth of what you provide in a method that is smart for future prospects.

Outstanding Outcomes

Shoppers which have seen the most effective outcomes are going to make the strongest case research. If their very own companies have seen an exemplary ROI out of your services or products, they’re extra more likely to convey the keenness that you really want prospects to really feel, too.

One a part of this step is to decide on purchasers who’ve skilled sudden success out of your services or products. While you’ve offered non-traditional prospects — in industries that you do not normally work with, for instance — with optimistic outcomes, it may possibly assist to take away doubts from prospects.

Recognizable Names

Whereas small firms can have highly effective tales, greater or extra notable manufacturers are likely to lend credibility to your personal. In actual fact, 89% of shoppers say they’re going to purchase from a model they already acknowledge over a competitor, particularly in the event that they already observe them on social media.


Prospects that got here to you after working with a competitor assist spotlight your aggressive benefit and would possibly even sway selections in your favor.

5. Contact your candidate for permission to put in writing about them.

To get the case examine candidate concerned, it’s a must to set the stage for clear and open communication. Which means outlining expectations and a timeline immediately — not having these is likely one of the largest culprits in delayed case examine creation.

Most significantly at this level, nonetheless, is getting your topic’s approval. When first reaching out to your case examine candidate, present them with the case examine’s goal and format — each of which you’ll have give you within the first two steps above.

To get this preliminary permission out of your topic, put your self of their sneakers — what would they need out of this case examine? Though you are scripting this to your personal firm’s profit, your topic is much extra within the profit it has for them.

Advantages to Provide Your Case Examine Candidate

Listed below are 4 potential advantages you’ll be able to promise your case examine candidate to realize their approval.

Model Publicity

Clarify to your topic to whom this case examine will likely be uncovered, and the way this publicity may help enhance their model consciousness each in and past their very own business. Within the B2B sector, model consciousness could be arduous to gather exterior one’s personal market, making case research significantly helpful to a consumer seeking to increase their identify’s attain.

Worker Publicity

Enable your topic to supply quotes with credit again to particular staff. When that is an choice for them, their model is not the one factor increasing its attain — their staff can get their identify on the market, too. This presents your topic with networking and profession growth alternatives they won’t have in any other case.

Product Low cost

It is a extra tangible incentive you’ll be able to provide your case examine candidate, particularly if they are a present buyer of yours. If they comply with be your topic, provide them a product low cost — or a free trial of one other product — as a thank-you for his or her assist creating your case examine.

Backlinks and Web site Site visitors

This is a profit that’s certain to resonate together with your topic’s advertising and marketing group: In the event you publish your case examine in your web site, and your examine hyperlinks again to your topic’s web site — referred to as a “backlink” — this small gesture can provide them web site visitors from guests who click on by way of to your topic’s web site.

Moreover, a backlink from you will increase your topic’s web page authority within the eyes of Google. This helps them rank extra extremely in search engine outcomes and acquire visitors from readers who’re already on the lookout for details about their business.

6. Guarantee you will have all of the assets you have to proceed when you get a response.

So you already know what you’re going to supply your candidate, it’s time that you just put together the assets wanted for if and when they comply with take part, like a case examine launch kind and success story letter.

Let’s break these two down.

Case Examine Launch Type

This doc can fluctuate, relying on elements like the scale of your small business, the character of your work, and what you plan to do with the case research as soon as they’re accomplished. That stated, it is best to usually intention to incorporate the next within the Case Examine Launch Type:

  • A transparent rationalization of why you’re creating this case examine and the way it will likely be used.
  • A press release defining the knowledge and probably trademarked info you anticipate to incorporate in regards to the firm — issues like names, logos, job titles, and photos.
  • An evidence of what you anticipate from the participant, past the completion of the case examine. For instance, is that this buyer prepared to behave as a reference or share suggestions, and do you will have permission to move contact info alongside for these functions?
  • A be aware about compensation.

Success Story Letter

As famous within the pattern electronic mail, this doc serves as an overview for your complete case examine course of. Aside from a quick rationalization of how the shopper will profit from case examine participation, you will need to you’ll want to outline the next steps within the Success Story Letter.

7. Obtain a case examine electronic mail template.

When you gathered your assets, your candidate has gotten time to learn over the proposal. When your candidate approves of your case examine, it is time to ship them a launch kind.

A case examine launch kind tells you what you will want out of your chosen topic, like permission to make use of any model names and share the mission info publicly. Kick-off this course of with an electronic mail that runs by way of precisely what they will anticipate from you, in addition to what you want from them. To present you an thought of what that may appear to be, try this pattern electronic mail:

sample case study email release form template

8. Outline the method you need to observe with the consumer.

Earlier than you’ll be able to start the case examine, it’s a must to have a transparent define of the case examine course of together with your consumer. An instance of an efficient define would come with the next info.

The Acceptance

First, you will must obtain inner approval from the corporate’s advertising and marketing group. As soon as authorized, the Launch Type must be signed and returned to you. It is also an excellent time to find out a timeline that meets the wants and capabilities of each groups.

The Questionnaire

To make sure that you will have a productive interview — which is likely one of the finest methods to gather info for the case examine — you will need to ask the participant to finish a questionnaire earlier than this dialog. That may present your group with the mandatory basis to arrange the interview, and get essentially the most out of it.

The Interview

As soon as the questionnaire is accomplished, somebody in your group ought to attain out to the participant to schedule a 30- to 60-minute interview, which ought to embody a collection of customized questions associated to the shopper’s expertise together with your services or products.

The Draft Evaluate

After the case examine consists, you will need to ship a draft to the shopper, permitting a possibility to provide you suggestions and edits.

The Remaining Approval

As soon as any essential edits are accomplished, ship a revised copy of the case examine to the shopper for last approval.

As soon as the case examine goes dwell — in your web site or elsewhere — it is best to contact the shopper with a hyperlink to the web page the place the case examine lives. Do not be afraid to ask your individuals to share these hyperlinks with their very own networks, because it not solely demonstrates your capability to ship optimistic outcomes and spectacular progress, as properly.

9. Make sure you’re asking the proper questions.

Earlier than you execute the questionnaire and precise interview, be sure you’re setting your self up for achievement. A robust case examine outcomes from being ready to ask the proper questions. What do these appear to be? Listed below are a couple of examples to get you began:

  • What are your objectives?
  • What challenges had been you experiencing earlier than buying our services or products?
  • What made our services or products stand out towards our opponents?
  • What did your decision-making course of appear to be?
  • How have you ever benefited from utilizing our services or products? (The place relevant, all the time ask for information.)

Take into account that the questionnaire is designed that can assist you acquire insights into what kind of robust, success-focused inquiries to ask throughout the precise interview. And when you get to that stage, we suggest that you just observe the “Golden Rule of Interviewing.” Sounds fancy, proper? It is truly fairly easy — ask open-ended questions.

In the event you’re seeking to craft a compelling story, “sure” or “no” solutions will not present the main points you want. Concentrate on questions that invite elaboration, reminiscent of, “Are you able to describe …?” or, “Inform me about …”

By way of the interview construction, we suggest categorizing the questions and flowing them into six particular sections that can mirror a profitable case examine format. Mixed, they’re going to assist you to collect sufficient info to place collectively a wealthy, complete examine.

Open with the shopper’s enterprise.

The purpose of this part is to generate a greater understanding of the corporate’s present challenges and objectives, and the way they match into the panorama of their business. Pattern questions would possibly embody:

  • How lengthy have you ever been in enterprise?
  • What number of staff do you will have?
  • What are a few of the goals of your division presently?

Cite an issue or ache level.

To inform a compelling story, you want context. That helps match the shopper’s want together with your resolution. Pattern questions would possibly embody:

  • What challenges and goals led you to search for an answer?
  • What may need occurred should you didn’t establish an answer?
  • Did you discover different options earlier than this that didn’t work out? If that’s the case, what occurred?

Talk about the choice course of.

Exploring how the shopper determined to work with you helps to information potential prospects by way of their very own decision-making processes. Pattern questions would possibly embody:

  • How did you hear about our services or products?
  • Who was concerned within the choice course of?
  • What was most essential to you when evaluating your choices?

Clarify how an answer was applied.

The main focus right here must be positioned on the shopper’s expertise throughout the onboarding course of. Pattern questions would possibly embody:

  • How lengthy did it take to rise up and operating?
  • Did that meet your expectations?
  • Who was concerned within the course of?

Clarify how the answer works.

The purpose of this part is to higher perceive how the shopper is utilizing your services or products. Pattern questions would possibly embody:

  • Is there a specific facet of the services or products that you just depend on most?
  • Who’s utilizing the services or products?

Finish with the outcomes.

On this part, you need to uncover spectacular measurable outcomes — the extra numbers, the higher. Pattern questions would possibly embody:

  • How is the services or products serving to you save time and enhance productiveness?
  • In what methods does that improve your aggressive benefit?
  • How a lot have you ever elevated metrics X, Y, and Z?

10. Lay out your case examine format.

When it comes time to take the entire info you’ve got collected and really flip it into one thing, it is easy to really feel overwhelmed. The place do you have to begin? What do you have to embody? What’s one of the best ways to construction it?

That will help you get a deal with on this step, it is essential to first perceive that there isn’t any one-size-fits-all in relation to the methods you’ll be able to current a case examine. They are often very visible, which you will see in a few of the examples we have included under, and might typically be communicated largely by way of video or pictures, with a little bit of accompanying textual content.

Listed below are the sections we advise, which we’ll cowl in additional element down under:

  • Title: Hold it quick. Develop a succinct however attention-grabbing mission identify you can provide the work you probably did together with your topic.
  • Subtitle: Use this copy to briefly elaborate on the accomplishment. What was executed? The case examine itself will clarify how you bought there.
  • Govt Abstract: A 2-4 sentence abstract of your complete story. You will need to observe it with 2-3 bullet factors that show metrics showcasing success.
  • Concerning the Topic: An introduction to the particular person or firm you served, which could be pulled from a LinkedIn Enterprise profile or consumer web site.
  • Challenges and Aims: A 2-3 paragraph description of the shopper’s challenges, earlier than utilizing your services or products. This part also needs to embody the objectives or goals the shopper got down to obtain.
  • How Product/Service Helped: A 2-3 paragraph part that describes how your services or products offered an answer to their downside.
  • Outcomes: A 2-3 paragraph testimonial that proves how your services or products particularly benefited the particular person or firm and helped obtain its objectives. Embody numbers to quantify your contributions.
  • Supporting Visuals or Quotes: Decide one or two highly effective quotes that you’d function on the backside of the sections above, in addition to a visible that helps the story you’re telling.
  • Future Plans: Everybody likes an epilogue. Touch upon what’s forward to your case examine topic, whether or not or not these plans contain you.
  • Name to Motion (CTA): Not each case examine wants a CTA, however placing a passive one on the finish of your case examine can encourage your readers to take an motion in your web site after studying in regards to the work you’ve got executed.

When laying out your case examine, give attention to conveying the knowledge you’ve got gathered in essentially the most clear and concise method doable. Make it straightforward to scan and comprehend, and you’ll want to present a pretty call-to-action on the backside — that ought to present readers a possibility to be taught extra about your services or products.

11. Publish and promote your case examine.

As soon as you’ve got accomplished your case examine, it is time to publish and put it up for sale. Some case examine codecs have fairly apparent promotional retailers — a video case examine can go on YouTube, simply as an infographic case examine can go on Pinterest.

However there are nonetheless different methods to publish and promote your case examine. Listed below are a few concepts:

Lead Gen in a Weblog Submit

As acknowledged earlier on this article, written case research make terrific lead-generators should you convert them right into a downloadable format, like a PDF. To generate leads out of your case examine, think about writing a weblog submit that tells an abbreviated story of your consumer’s success and asking readers to fill out a kind with their identify and electronic mail tackle in the event that they’d prefer to learn the remainder in your PDF.

Then, promote this weblog submit on social media, by way of a Fb submit or a tweet.

Printed as a Web page on Your Web site

As a rising enterprise, you would possibly must show your case examine out within the open to realize the belief of your audience.

Reasonably than gating it behind a touchdown web page, publish your case examine to its personal web page in your web site, and direct individuals right here out of your homepage with a “Case Research” or “Testimonials” button alongside your homepage’s prime navigation bar.

1. Title

case study format: title

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The title is likely one of the most essential components of your case examine. It ought to draw readers in whereas succinctly describing the potential advantages of working together with your firm. To that finish, your title ought to:

  • State the identify of your customer. Straight away, the reader should be taught which firm used your services. That is particularly essential in case your buyer has a recognizable model. In the event you work with people and never firms, you might omit the identify and go along with skilled titles: “A Marketer…”, “A CFO…”, and so forth.
  • State which product your buyer used. Even should you solely provide one services or products, or if your organization identify is identical as your product identify, it is best to nonetheless embody the identify of your resolution. That method, readers who will not be aware of your small business can develop into conscious of what you promote.
  • Allude to the outcomes achieved. You don’t essentially want to supply arduous numbers, however the title must characterize the advantages, rapidly. That method, if a reader doesn’t keep to learn, they will stroll away with essentially the most important info: Your product works.

The instance above, “Crunch Health Will increase Leads and Signups With HubSpot,” achieves all three — with out being wordy. Protecting your title quick and candy can be important.

2. Subtitle

case study format: subtitle

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Your subtitle is one other important a part of your case examine — don’t skip it, even should you suppose you’ve executed the work with the title. On this part, embody a quick abstract of the challenges your buyer was dealing with earlier than they started to make use of your services. Then, drive the purpose house by reiterating the advantages your buyer skilled by working with you.

The above instance reads:

“Crunch Health was franchising quickly when COVID-19 compelled health golf equipment around the globe to shut their doorways. However the firm stayed agile through the use of HubSpot to extend leads and free trial signups.”

We like that the case examine group expressed the urgency of the issue — opening extra places within the midst of a pandemic — and positioned the give attention to the shopper’s capability to remain agile.

3. Govt Abstract

case study format: executive summary

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The manager abstract ought to present a snapshot of your buyer, their challenges, and the advantages they loved from working with you. Suppose it’s an excessive amount of? Suppose once more — the aim of the case examine is to emphasise, time and again, how properly your product works.

The excellent news is that relying in your design, the manager abstract could be blended with the subtitle or with the “Concerning the Firm” part. Many occasions, this part doesn’t want an express “Govt Abstract” subheading. You do want, nonetheless, to supply a handy snapshot for readers to scan.

Within the above instance, ADP included details about its buyer in a scannable bullet-point format, then offered two sections: “Enterprise Problem” and “How ADP Helped.” We love how easy and straightforward the format is to observe for individuals who are unfamiliar with ADP or its typical buyer.

4. Concerning the Firm

case study format: about the company

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Readers must know and perceive who your buyer is. That is essential for a number of causes: It helps your reader probably relate to your buyer, it defines your ideal client profile (which is crucial to discourage poor-fit prospects who may need reached out with out understanding they had been a poor match), and it offers your buyer an oblique boon by subtly selling their services.

Be at liberty to maintain this part so simple as doable. You possibly can merely copy and paste info from the corporate’s LinkedIn, use a quote straight out of your buyer, or take a extra artistic storytelling strategy.

Within the above instance, HubSpot included one paragraph of description for Crunch Health and some bullet factors. Beneath, ADP tells the story of its buyer utilizing an interesting, personable method that successfully attracts readers in.

case study format: storytelling about the business

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5. Challenges and Aims

case study format: challenges and objectives

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The challenges and goals part of your case examine is the place to put out, intimately, the difficulties your buyer confronted previous to working with you — and what they hoped to realize after they enlisted your assist.

On this part, you could be as transient or as descriptive as you’d like, however bear in mind: Stress the urgency of the state of affairs. Don’t understate how a lot your buyer wanted your resolution (however don’t exaggerate and lie, both). Present contextual info as essential. As an illustration, the pandemic and societal elements could have contributed to the urgency of the necessity.

Take the above instance from design consultancy IDEO:

“Instructional alternatives for adults have develop into tough to entry in the USA, simply after they’re wanted most. To counter this pattern, IDEO helped town of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects individuals with alternatives to be taught with and from one another.”

We love how IDEO mentions the difficulties the USA faces at massive, the efforts its buyer is taking to handle these points, and the steps IDEO took to assist.

6. How Product/Service Helped

case study format: how the service helped

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That is the place you get your services or products to shine. Cowl the precise advantages that your buyer loved and the options they gleaned essentially the most use out of. You too can go into element about the way you labored with and to your buyer. Possibly you met a number of occasions earlier than selecting the best resolution, otherwise you consulted with exterior companies to create the most effective bundle for them.

Regardless of the case could also be, attempt to illustrate how straightforward and pain-free it’s to work with the representatives at your organization. In any case, potential prospects aren’t seeking to simply buy a product. They’re on the lookout for a reliable supplier that can try to exceed their expectations.

Within the above instance, IDEO describes the way it partnered with analysis institutes and spoke with learners to create Bendable, a free academic platform. We love the way it reveals its proactivity and thoroughness. It makes potential prospects really feel that IDEO would possibly do one thing related for them.

7. Outcomes

case study format: results

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The outcomes are important, and the most effective half is that you just don’t want to put in writing the whole thing of the case examine earlier than sharing them. Like HubSpot, IDEO, and ADP, you’ll be able to embody the outcomes proper under the subtitle or govt abstract. Use information and numbers to substantiate the success of your efforts, however should you don’t have numbers, you’ll be able to present quotes out of your prospects.

We are able to’t overstate the significance of the outcomes. In actual fact, should you needed to create a brief case examine, you can embody your title, problem, resolution (how your product helped), and end result.

8. Supporting Visuals or Quotes

case study format: quote

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Let your buyer communicate for themselves by together with quotes from the representatives who straight interfaced together with your firm.

Visuals may also assist, even when they’re inventory pictures. On one facet, they may help you convey your buyer’s business, and on the opposite, they will not directly convey your successes. As an illustration, an image of a cheerful skilled — even when they’re not your buyer — will talk that your product can result in a cheerful consumer.

In this example from IDEO, we see a person standing in a ship. IDEO’s buyer is neither the person pictured nor the producer of the boat, however reasonably Conservation Worldwide, an environmental group. This imagery gives a visually pleasing sample interrupt to the web page, whereas nonetheless conveying what the case examine is about.

9. Future Planscase study format: future plans

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That is non-compulsory, however together with future plans may help you shut on a extra optimistic, personable be aware than should you had been to easily embody a quote or the outcomes. On this house, you’ll be able to present that your product will stay in your buyer’s tech stack for years to come back, or that your companies will proceed to be instrumental to your buyer’s success.

Alternatively, should you work solely on time-bound initiatives, you’ll be able to allude to the optimistic affect your buyer will proceed to see, even after years of the tip of the contract.

10. Name to Motion (CTA)

case study format: call to action

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Not each case examine wants a CTA, however we’d nonetheless encourage it. Placing one on the finish of your case examine will encourage your readers to take an motion in your web site after studying in regards to the work you’ve got executed.

It can additionally make it simpler for them to achieve out, in the event that they’re prepared to begin instantly. You don’t need to lose enterprise simply because they must scroll all the best way again as much as attain out to your group.

That will help you visualize this case examine define, try the case examine template under, which may also be downloaded here.

case study templates: general

Enterprise Case Examine Examples

You drove the outcomes, made the connection, set the expectations, used the questionnaire to conduct a profitable interview, and boiled down your findings right into a compelling story. And in any case of that, you are left with somewhat piece of gross sales enabling gold — a case examine.

To point out you what a well-executed last product appears like, take a look at a few of these advertising and marketing case examine examples.

1. “Shopify Makes use of HubSpot CRM to Remodel Excessive Quantity Gross sales Group,” by HubSpot

shopify case study example

What’s attention-grabbing about this case study is the best way it leads with the shopper. This displays a significant HubSpot worth, which is to all the time resolve for the shopper first. The copy leads with a quick description of why Shopify makes use of HubSpot and is accompanied by a brief video and a few primary statistics on the corporate.

Discover that this case examine makes use of blended media. Sure, there’s a quick video, however it’s elaborated upon within the further textual content on the web page. So, whereas case research can use one or the opposite, do not be afraid to mix written copy with visuals to emphasise the mission’s success.

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

new england journal of medicine medical case study example

When branding and design studio Corey McPherson Nash showcases its work, it is smart for it to be visible — in any case, that is what they do. So in constructing the case examine for the studio’s work on the New England Journal of Drugs’s built-in promoting marketing campaign — a mission that included the purpose of selling the consumer’s digital presence — Corey McPherson Nash confirmed its viewers what it did, reasonably than purely telling it.

Discover that the case examine does embody some mild written copy — which incorporates the key factors we have instructed — however lets the visuals do the speaking, permitting customers to actually take up the studio’s companies.

3. “Designing the Way forward for City Farming,” by IDEO

ideo urban farming business case study example

This is a design firm that is aware of the right way to lead with simplicity in its case research. As quickly because the customer arrives on the web page, she or he is greeted with an enormous, daring picture, and two quite simple columns of textual content — “The Problem” and “The Consequence.”

Instantly, IDEO has communicated two of the case examine’s main pillars. And whereas that is nice — the corporate created an answer for vertical farming startup INFARM’s problem — it would not cease there. Because the person scrolls down, these pillars are elaborated upon with complete (however not overwhelming) copy that outlines what that course of seemed like, replete with quotes and extra visuals.

4. “Safe Wi-Fi Wins Massive for Event,” by WatchGuard

Then, there are the instances when visuals can inform virtually your complete story — when executed accurately. Community safety supplier WatchGuard can try this by way of this video, which tells the story of how its companies enhanced the attendee and vendor expertise on the Windmill Final Frisbee event.

5. Rock and Roll Corridor of Fame Boosts Social Media Engagement and Model Consciousness with HubSpot

hubspot engagement and brand awareness campaign case study example

Within the case study above, HubSpot makes use of pictures, movies, screenshots, and useful stats to inform the story of how the Rock and Roll Corridor of Fame used the bot, CRM, and social media instruments to realize model consciousness.

6. Small Desk Plant Enterprise Ups Gross sales by 30% With Trello

trello small business case study example

This case examine from Trello is simple and straightforward to know. It begins by explaining the background of the corporate that determined to make use of it, what its objectives had been, and the way it deliberate to make use of Trello to assist them.

It then goes on to debate how the software program was applied and what duties and groups benefited from it. In the direction of the tip, it explains the gross sales outcomes that got here from implementing the software program and contains quotes from decision-makers on the firm that applied it.

7. Fb’s Mercedes Benz Success Story

Fb’s Success Tales web page hosts quite a lot of well-designed and easy-to-understand case research that visually and editorially get to the underside line rapidly.

Every examine begins with key stats that draw the reader in. Then it is organized by highlighting an issue or purpose within the introduction, the method the corporate took to achieve its objectives, and the outcomes. Then, in the long run, Fb notes the instruments used within the case examine.

facebook automobile industry case study example

Showcasing Your Work

You’re employed arduous at what you do. Now, it is time to present it to the world — and, maybe extra essential, to potential prospects. Earlier than you exhibit the initiatives that make you the proudest, we hope you observe these essential steps that can assist you successfully talk that work and go away all events feeling good about it.

Editor’s Word: This weblog submit was initially revealed in February 2017 however was up to date for comprehensiveness and freshness in July 2021.

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