case study layout template

In terms of the interview structure, I recommend categorizing the questions in a way that the answers flow 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, plus 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 needs 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?

It’s a smart idea to send a copy of your interview questions to your subject ahead of time so they can prepare strong answers and collect the numerical data you need from them.

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 useful, it’s easy to feel overwhelmed. I always do, but I also know that it works out in the end, so I just jump on in and work it through.

So where should you start? What should you include? What's the best way to structure it?

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 through video or photos with a bit of accompanying text.

Here are the sections I’d suggest, and I'll cover these in more detail after #11 below:

• Title. Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle. Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• 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.
• About the Subject. An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• 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.
• How Product/Service Helped. A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• 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.
• 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.
• Future Plans. Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• 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.

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, 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 to it from your homepage with a “Case Studies” or “Testimonials” button along your homepage's top navigation bar.

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

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15 Best Case Study Templates to Use in Word and ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

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Case studies are valuable tools for sharing customer success stories and analyzing problem-solving approaches in a structured and informative manner. They can be used to provide detailed insights into specific projects, strategies, or challenges and offer valuable lessons and best practices for professionals across various fields. 

Content marketing teams often create case studies as a way to gain more customers and get new business. Case studies can give potential customers a better understanding of your company brand , what it does and how you could potentially help them. 

However, creating a compelling case study from scratch can be a time-consuming task. That’s where marketing case study examples and templates can help. 

What is a Case Study Template?

What makes a good case study template, 1. clickup case study template, 2. clickup case study design template, 3. clickup research report template, 4. clickup market research template, 5. clickup user research plan template, 6. clickup data analysis findings template, 7. clickup campaign report template, 8. clickup research whiteboard, 9. google docs case study template by wordstream, 10. word case study report template by template.net, 11. word case brief summary template by template.net, 12. word case study report template by template.net, 13. word case study research template by template.net, 14. word psychology case study template by template.net, 15. word media case study template by template.net.

A case study template is a pre-designed framework that serves as a starting point for creating comprehensive and structured case study documents. It provides a standardized, traditional case study format for organizing and presenting information about a particular project, problem-solving scenario, success story, or real-life situation.

Case study templates typically include sections for outlining the background and context of the case study, project documentation , describing the methodology or approach used, presenting data and analysis, and highlighting key findings and recommendations that tell the entire story. 

Business case study examples like templates can work as a guide to help content marketers, blog post writers, and anyone else creating quality content that’s customer-facing, focus on important aspects and maintain a logical flow while telling a compelling story.

Some key elements that make a case study template stand out include:

• Clarity and organization: A well-designed template should be easy to navigate. Each section should be labeled appropriately, enabling readers to quickly find the information they seek
• Flexibility: A good case study template should be easily customizable and able to accommodate diverse scenarios. It should be adaptable to different industries, research methodologies, and presentation styles
• Visual appeal: Incorporating visual elements like charts, graphs, and other images can enhance a case study template’s look and make it more visually appealing. They can also aid in the comprehension of complex data. A visually engaging template can captivate readers and make the case study more impactful

15 Case Study Templates to Use in 2024

You don’t have to start from scratch when making your next case study. Instead, take a look at these carefully curated case study templates from ClickUp and Microsoft Word.

ClickUp’s Case Study Template can provide a great start for just about any type of case study you and your team want to write. It kicks off with a section for introducing both your business and the client or customer that the case study focuses on. 

After introducing both yourself and the customer, you briefly highlight the customer’s experience and the successes you achieved before delivering a more detailed description of the work you performed and the measurable results you achieved. 

The next section focuses on the objective of the case study—what the client’s goal and pain point was and why they decided you were the right company to help them achieve these goals. 

The case study template then launches into a section describing the solutions you presented and the data that backs up your success. We created this marketing case study template for a marketing agency that helps customers achieve growth through paid media campaigns, but it can easily be edited to highlight any type of solution.

One of the best ways of telling a customer story using a case study is by allowing the customer to do most of the work themselves. When a case study is written by current or even previous customers, it feels more sincere and honest, especially to potential customers in the evaluation process. 

If you want to try this technique out, use this ClickUp Study Design Template . You can send your customer this great case study template and allow them to fill it out themselves and basically write a case study for you. This gives you unfiltered and unbiased answers to the questions you want answered in the case study. 

The case study template helps them understand what you want the case study to look like and how the customer’s story should be described. It also helps you get great customer quotes. 

A template makes it easier for your customer to frame their experiences with you and easily explain how your product or service helped them. Hearing a peer’s success story from a firsthand perspective can be a more convincing read for prospective customers. 

Manage customers with customer database software !

Case studies are essentially customer stories, which can be told in many ways and come in many formats. A research report is another excellent way to frame a case study. 

This ClickUp Research Report Template is a step-by-step guide that can help your team create an easy-to-follow research report that allows you to clearly detail your research methods, findings, and the insights that you’ve gained from the research being presented. 

This template has a very clear structure, allowing you to simply add the following: an executive summary (brief description), introduction, the methodology used, your results, references, and any necessary appendices if supplementary material needs to be referenced in your research report. 

If you need more templates like this, check out this list of research plan templates .

Companies perform market research in order to define what their customers want and need from them. This type of research also helps you to improve product and service offers and learn more about what your competitors are doing and where the success of other businesses stems from. 

ClickUp’s Market Research Template gives you a simple-to-follow document that helps you gather and present information related to your target audience, the state of your product/service, and the state of your industry at large. 

When you perform marketing research, you are aiming to confirm your hunches about customer needs through scientific research and tangible data. 

Marketing case study examples like this are perfect because they’re very simplified and easily customizable. It offers you a section for presenting your company and why you are performing marketing research first.

The template then guides you in describing the type of research you’re doing, how you went about performing market research, data collection techniques, and what insights were garnered—whether it was from existing or potential customers.

Check out these research management tools !

Another type of customer-centric report that you can put together is a user research report. ClickUp’s User Research Plan Template makes it easy for you to define all of the goals and details that you want included in your user research.

The template is particularly useful for user experience (UX) teams that want to perform user persona research in order to better understand what users need and how they behave when using their product, in order to deliver a better experience to them and to new clients. 

The template starts with a “ problem statement ” where you can define the problem that the user research report is aiming to solve. Next, you’ll list the goals that you want to achieve and then clearly define the research process.

This type of marketing case study template and report can show you what a satisfied customer looks like and give you insights that help to attract and retain future customers.

Check out these user persona templates !

Another important study that your business can perform in order to make smarter decisions is data analysis. ClickUp’s Data Analysis Findings template makes it easy for your team to perform data analysis and present it clearly to key stakeholders. 

This template also starts by setting the stage for the study and explaining it, first with a problem statement and then by explaining the significance of the study. 

Next, the template recommends that you define the scope and limitations of the study to set expectations for its potential impact. The next step is to frame your analysis methods and provide the data sources that you used in the analysis, as well as the statistical methods used.

Finally, you can present your findings in a clear and concise way. The template also includes charts and other data visualization tools you can use to make the study more engaging.

This ClickUp Campaign Report template is pre-built to make it incredibly easy to present the results of any ad campaign to stakeholders very easily. 

It starts with a section describing your strategy in detail, including the total costs, and the total revenue, conversions, and clicks that you expect to achieve with the campaign. 

The marketing case study template then provides charts and graphs that you can use to detail the performance of your campaigns on every single channel that you use. Case study templates like this are great for detailing information on potential customers to know how to better run your campaigns in the future.

Make your next user research project a collaborative, visual experience. Give everyone on your team a chance to add their thoughts and findings with virtual sticky notes using the ClickUp Research Whiteboard Template .

This is one of the more flexible case study templates in this list. Its user research tool makes it easy to take all the random bits of information your team gathers through interviews, surveys, user sessions, and other methods of feedback into one location.

Then, you can quickly organize all of that data into clear categories that make this case study template easy to see at a glance what direction you need to take your project to satisfy your customers.

If you’re writing many case studies, it’s a good idea to try out a bunch of templates over time for added inspiration. Even if you’ve found one structure works great for your case studies, changing your structure up every now and then can give you a fresh perspective on how to present a featured client. 

Another good case study you can check out is Wordstream’s Case Study Template. It has an excellent structure and provides pre-built visual cues that give you some ideas for breaking up business case study examples and making them more appealing with pictures and charts. 

Use this template to showcase particular customers’ results and share customer pain points and how they were solved. This will help you provide clear evidence to potential customers that you will be able to help them as well.

Template.net is one of the biggest websites if you’re looking for business templates. It’s especially popular for businesses that prefer creating documents in Microsoft Word and Excel.

This Case Study Template from Template.net is sparse, but it gets right to the point and is very well-structured and easy to follow.

This Microsoft Word case study template is a great way to get right down to business! It features a clean and organized layout with clear headings and subheadings, making it easy for readers to navigate. This template also includes space for a brief summary of the case study, perfect for giving readers an overview before diving into the details.

This Microsoft Word case study template is a great option for creating an in-depth report on your findings. The template includes sections for an executive summary, introduction, methodology, results, references, and appendices. It also features a clear structure to make it easy to gather and present information in a cohesive manner. The template also includes sections for an introduction, methodology, findings, and recommendations, ensuring that all the essential elements of a case study are covered.

This Word case study template features a professional and organized design with clearly labeled sections for the introduction, methodology, findings, and conclusion. It also includes space for charts and graphs to visually represent data.

Psychology case studies can be complex and detailed, making it important to have a well-organized template to present the information. The Psychology Case Study Template is perfect for this task, with clear headings and subheadings that guide readers through each section of the study. It also includes sections for summarizing key points and providing recommendations based on the findings.

This media case study template from Template.net is perfect for showcasing the success of a marketing or advertising campaign! It includes space for key metrics, such as reach and engagement, and also has sections for outlining the challenges faced and solutions implemented. With its clean design and easy-to-follow layout, this template is ideal for presenting media case studies to clients or stakeholders.

It’s Easy to Make a Case for Using ClickUp Case Study Templates

People trust other people. That’s why personal recommendations are one of the most effective marketing tactics. A case study provides your company with just that—a personal recommendation from a client you’ve helping, telling others that you can do the same for them. 

In the selection process of choosing a product or service to go with, companies will always look at the experiences of other organizations similar to them. Marketing case studies are sincere yet persuasive and clearly show how you help others and can be a very effective differentiator.

ClickUp was designed to serve teams in any industry and of any size. So it makes sense the case study templates we offer are just as diverse and customizable.

Best of all, they are completely free to use!  Sign up for free to ClickUp to get immediate access to a massive amount of templates, free cloud storage, and of course, industry-leading project and team management features.

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Writing A Case Study

Case Study Format

Simple Case Study Format for Students to Follow

People also read

A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

Having trouble making your case studies stand out? Finding it hard to organise your story? You're not alone! 

Many students struggle with case study writing !

Imagine spending a lot of time on your case studies, but they don't grab your reader's interest.  But don't worry! 

In this guide, we will go step by step through case study formatting, along with practical tips to make your research stand out from the rest! By following our step-by-step approach, you can understand how to write a case study assignment well. 

So, let’s get started!

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• 1. How to Format a Case Study 
• 2. Case Study Format Template
• 3. Case Study Format Examples

How to Format a Case Study 

When it comes to crafting a compelling case study, understanding how to write case study format is key to presenting your research effectively. 

If you are wondering how to make case study format, here are the elements to include in your case study paper format.

Create an interesting title for your work. Keep it simple and short.

Here you need to briefly elaborate on the accomplishment. What you have done and how you got there.

Write about the entire story in one paragraph followed by 2-3 bullet points to display the case study contents.

An introduction about what the case study is all about.

Describe the challenges of the customer prior to using your product or service. Explain the long-term goals or objectives that the customer set out to achieve.

In this 2-3 paragraph section describe how your product or service specifically benefited and helped achieve the goals. You can also use percentages to show your contributions.

In the relevant section of your case study, add 1-2 quotes and visuals to support the story you are telling. You can also use icons to summarise information and highlight areas of your research.

Figure out what a study means and look at where else we can learn more are really important for making academic work have a bigger impact.

Call to action is optional but adding one can encourage your readers to take some action after learning your work.

Case Study Formatting Guidelines 

Effective case study formatting is essential to convey your insights clearly and engage your audience. Follow these guidelines to ensure your case study is well-organised and impactful:

• Opt for easily readable fonts like Arial, Calibri, or Times New Roman.
• Maintain a consistent font size, typically 12 points for the body text.
• Set line spacing to double-spaced for the entire document.
• Use bullet points for concise and scannable information presentation.
• Employ numbered lists for sequences of steps or chronological order of events.
• Bold or italicize key phrases to draw attention to critical points; use underline sparingly.
• Choose left, center, or justified alignment based on your overall design.
• Make your headings clear and organized so readers know what's important.

If you need further assistance, check our case study format for students pdf here:

How To Write A Case Study Pdf

Case Study Format Template

Case studies can be used for different purposes. In social sciences, it can help you understand the problems of other people.

In businesses, it can help you earn the trust of potential customers. But do you even know what are the different  types of case study  and how to write one?

Refer to this case study format pdf before you start writing your own document. This student case study format sample contains all the information you might need when gathering information for your case study.

Case Study Format Examples

Case study examples are the best way to learn the basic techniques for writing a great case study on your own. 

Explore these short case study sample pdfs to gain insights into presenting your research cohesively:

For your help, we have also compiled real-life  case study examples  along with a format that you can refer to while writing your own.

APA Case Study Format

If you are asked to write a case study in APA format, keep in mind there are some specific requirements that you need to adhere to.

Here is a case study APA format example for you to learn how to format a case study.

Business Case Study Format

Business case studies can help businesses sell products or services to prospects. Here is a perfect example for you to learn how to write an impressive business case study.

Case Study Format For MBA Students

Case Study Format Nursing

Writing a great nursing case study can be tough. That’s why we have provided a case study format for nursing students to use as a guide in creating their work. 

Refer to this family case study format example if you are writing a nursing case study for the first time.

Nursing Case Study Format

Harvard Business School Case Study Format

Looking for HBS style business case study? Here is one for you to read and take hints and ideas to prepare this type of case study like a professional.

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Medical Case Study Format

Writing medical case studies is helpful in medical practices as it gives a lot of information about different diseases. Look at this example and learn how to write a detailed medical case study.

Case Study Format Psychology 

To study how the human mind works, you need a clear and organised method. Follow this easy psychology case study format to explore the details of psychological research:

Case Study Format Psychology

To sum it up, getting good at writing case studies means combining a clear structure, good storytelling, and smart presentation. If you follow the tips I've shared in this blog, you're on your way to crafting engaging stories that grab people's attention.

If your case study is causing problems, consider getting professional help. Our essay service is designed to help you secure top grades by meeting the criteria set by professors.

Our skilled writers are here to assist with any type of assignment you may have. Explore our case study writing service to relieve your stress and excel academically.

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Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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Keep reading

How to Write a Case Study: A Complete Guide with Templates

Writing compelling and insightful case studies is a marketer’s biggest job, yet most get frustrated with this content. The challenge? Figuring out how to write a case study that not only highlights the company’s strongest suit but engages new clients with strategic information. If you often struggle with making case studies as more than just dry facts and figures, you’re leading your efforts to missed opportunities.

How to Write a Case Study Step-by-Step 

• Craft a Compelling Headline: Highlight the main success with a clear, direct title.
• Start with a Strong Introduction: Provide a broad overview and hook the reader.
• Discuss Unique Client Challenges: Highlight specific industry-related challenges.
• Highlight the Solution: Showcase your strategies and key results.
• Present Quantifiable Results: Use data and visuals to demonstrate impact.
• Be Clear and Concise: Stick to the point and support claims with data.
• Treat Your Case Study Like a Story: Focus on the customer’s journey and success.
• Use Direct Quotes from the Client: Add authenticity with client testimonials.
• Make the Key Takeaway Clear: Reinforce your expertise and the solution’s value.
• Include a Call to Action (CTA): Guide the reader on what to do next.
• Make It Readable: Use simple language, short paragraphs, and bullet points.
• Finalize and Proofread: Review for errors and ensure a smooth flow.

In this blog, you’ll discover a step-by-step guide that simplifies the process, making it easier to create interesting case studies. From planning to writing, I’ve got you covered. So, let’s start with some basics. 

Table of Contents

What is the format of a case study.

• How to Plan a Case Study 

How to Write a Case Study

How to summarize a case study, how to cite a case study.

A well-structured case study isn’t just a collection of facts—it’s a powerful marketing tool that tells a compelling story. Using the right format for a case study ensures that your message is clear, engaging, and impactful. 

The proper format guides readers through the narrative with hierarchy and scannability, helping them connect with your brand on a deeper level. Most importantly, it empowers you as a marketer to set clear goals for presenting your case studies and ensures you deliver the correct information effectively!

Case studies format helps you to plan and write the case study for your clients. With this outline in mind, you can create steps to complete the process of writing and publishing your case study research. There are eight components of a case study that are essential for building a layout of information in the correct order that makes sense to the viewers. 

Start with a catchy “Title” that grabs attention and an “Overview” that sets the stage. Clearly define the “Problem” your client faced, and then showcase your “Solution” in detail. Highlight the success with “Results” that are measurable and impactful. Add authenticity with “Testimonials and Quotes” from satisfied clients. Wrap it up with a firm “Conclusion” and a compelling “Call to Action” in the “About Us” section that guides the reader on what to do next. 

By following this format, you create a case study design that resonates with your audience and effectively showcases your brand’s value.

Check out the marketing case study template I’ve included below—it has a clear outline that makes it easy to see how sticking to a format can help you plan and write the entire thing.

How to Plan a Case Study 

Now comes the big part! Understanding what to include in a case study outline is just the starting point for beginners. The real challenge lies in creating a step-by-step plan to craft that outline and filling it in with the right information!

1. Set Clear Goals for Your Case Study

Before diving into how to write a case study, defining your ultimate objective is essential. Think about it—what do you want your audience to take away from this case study? For example, your goal is to showcase how your SEO strategies boosted a client’s organic traffic by 150% in just six months. This clear goal will shape your entire narrative and ensure that your case study is laser-focused on demonstrating your expertise and the value you bring.

2. Select a Client that Highlights Your Strongest Suit

Choosing the right client or subject is vital while creating case studies. Imagine you’ve worked with a small e-commerce brand struggling to rank for competitive keywords. Your strategies helped them rank on the first page and increase conversions. This is the perfect client for your case study because their success story directly showcases your SEO prowess. 

By picking a client whose experience aligns with your goals, you’ll create a case study that resonates with your target audience.

3. Reach Out to Your Client for Collaboration

Now that you’ve identified the ideal client, it’s time to reach out. Let’s say you contact your client and explain how a case study can highlight their remarkable success story. It’s a great way to spotlight a mutual collaboration based on credibility. Their buy-in is crucial; their insights and data will authenticate your case study.

4. Gather Comprehensive Data and Insights

Data is the lifeblood of any compelling case study. For instance, in your SEO case study, you’ll need to gather data on key metrics like keyword rankings, organic traffic, and conversion rates before and after implementing your strategies. Let’s say your client saw a 50% increase in organic traffic within three months of optimizing their website. Collecting this data will help you build a robust, evidence-based narrative highlighting your impact.

It’s essential to monitor the before-and-after data to track the effectiveness of implementing your strategies. 

5. Prepare Insightful Questions and Conduct Interviews

It would be best to ask the right questions to get the most out of your client interviews. Imagine asking your client, “What specific challenges were you facing with your organic search rankings before we started working together?” or “How did our SEO strategies help you achieve your business goals?” These questions will lead to detailed responses that add depth to your case study, making it more than just numbers on a page.

Always ask questions that uncover the key challenges your clients face. This way, your prospects will know when to turn to you to navigate or overcome similar obstacles in their business.

Since I’m giving an example of an SEO case study in marketing, you can try these questions to interview your existing client. Obviously, you can modify the sentences according to your industry basics, but these types of questions are fundamental for collecting structured data from your clients. 

• What were your business’s main SEO challenges before we started working together?
• Can you describe your initial expectations for implementing our SEO strategies?
• What specific SEO tactics did we implement that you found most effective?
• How did you monitor and measure the impact of these strategies on your organic traffic?
• What were the key metrics or results that stood out to you after the first three months?

6. Ask Questions That Drive the Story Forward

Impactful questions are the backbone of a strong case study. They allow you to highlight the unique value you delivered to your clients. You can effortlessly showcase your USPs within the case study by asking the right questions. 

Focus on inquiring about the effectiveness of your services and strategies, their impact, and which aspects of the solution were most beneficial. This insight will be your key to demonstrating the tangible benefits you offer your clients. 

Consider asking questions like:

• Can you share a moment when you first noticed a significant improvement in your website’s organic traffic?
• How did the increase in organic traffic impact other business areas, such as lead generation or sales?
• What feedback did your team or customers receive regarding the changes in your site’s performance?
• Looking back, what do you believe was the most critical factor in achieving these results?
• How has this success with SEO influenced your overall marketing strategy moving forward?

These types of questions encourage clients to share their experiences in a way that paints a vivid picture for your readers, making the case study more relatable and engaging.

7. Draft a Clear and Organized Outline

With all the data and insights gathered, it’s time to create a well-structured case study outline. Let’s say you start with a brief overview of your client’s business and its challenges, followed by a detailed account of the SEO strategies you implemented. Then, you showcase the results with hard data and close with client testimonials and a solid call to action. 

As mentioned above, organizing your content in a logical, easy-to-follow format will help you write a case study that not only informs but also captivates your audience.

These steps are the cornerstones of designing a case study. Once you complete this checklist, you can proceed to the next step, which is writing a case study. Since I discussed planning an SEO case study extensively, here is a case study template that perfectly illustrates the process. 

You want to create an informative case study for your prospects. But how do you make sure it’s done right? Here’s a step-by-step guide on how to write a case study that drives results.

1. Craft a Compelling Headline  

Your headline is the first thing readers see, so make it count! It should grab attention and hint at the success story you’re about to share.

How to Write a Case Study Title:

1. Highlight the Result: Showcase the critical success, like “Increased Sales by 200%.”

2. Be Clear and Direct: Make sure the headline is straightforward to grasp.

3. Use Action Words: Start with strong verbs like “How We” or “Achieved.”

4. Mention Client or Industry: Include relevant details for specificity.

5. Keep It Short: Make it concise and attention-grabbing.

2. Start with a Strong Introduction  

Kick off your case study with a broad overview that sets the stage. Provide the big picture and construct a clear narrative that draws readers in, making them eager to learn more about how you solved a significant challenge.

Look at the consulting case study template , which includes a stunning overview description and precise instructions for writing a short and compelling introduction. You can add every little detail to hook the reader.

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3. Discuss Specific Challenges of Your Client

This is where your prospect can truly connect. By highlighting unique yet specific challenges to their industry, you give them insight into issues they might not have encountered yet—or ones they’ve already faced. This way, they’ll know exactly who to turn to when similar challenges arise.

The following financial case study template provides a brief flow of the company’s common challenges in the financial analysis process. The template is almost ready to use with this domain-specific content, requiring minimal adjustments to design your case study.

4. Highlight the Solution  

Now, dive into the heart of the story. Highlight the solution you provided, and make sure to include a notable achievement or key result. This is your chance to shine!

Check out the format for presenting the implications of your service on your client’s business. The benefits should be well-written and data-driven to convince your upcoming clients. This graphic design case study format helps you understand the specific impacts a company seeks from a reputable graphic design firm.

5. Present Quantifiable Results  

When sharing the outcome, numbers speak louder than words. Present quantifiable results that clearly demonstrate the impact of your solution. Use graphs or charts to make the data easy to digest and visually appealing.

6. Be Clear and Concise  

Less is more. Stick to the point and offer just the right amount of detail to keep your readers engaged. Include data that supports your claims, but avoid overwhelming them with too much information.

Here’s a stunning sales consulting case study that uses a simple case study layout and details written in readable, plain language to gauge more utility. 

7. Treat Your Case Study Like a Story  

Focus on your customer’s journey. Think of your case study as a story in which your client is the hero, and your solution is the tool that helped them succeed. This approach will make your case study relatable and compelling.

8. Be as Specific as Possible  

Don’t be vague—details matter. Mention the specific company and its industry to let your audience know that the challenge and solution are relevant to them. The more precise you are, the more credible and trustworthy your case study will be.

Check out the sample case study below for payroll accounting. The details are clearly organized and grouped to emphasize the type of case study.

Also, the next case study template displays very specific problems that a company faces when it lacks digital marketing expertise. 

These templates make it a breeze to craft a case study that’s perfect for your niche.

9. Use Direct Quotes from the Client  

Quotes from your client add authenticity and credibility. They give readers insight into the client’s perspective and make your case study more relatable. Plus, a glowing testimonial is always a nice touch!

The following inbound marketing case study has a prominent client testimonial. With the brief instructions on this template, it’s easier for you to understand how to capture the golden words of your client and use them as a word-of-mouth strategy within the case study. 

10. Pick an Interesting Angle  

Find a unique angle that makes your case study stand out. Maybe it’s an unexpected challenge you overcame, or perhaps it’s a particularly innovative solution. Whatever it is, make it intriguing.

11. Make the Key Takeaway Crystal Clear  

Your readers should walk away with a clear understanding of the main point of your case study. This takeaway should reinforce your expertise and the value of your solution.

12. Include a Call to Action (CTA)  

Don’t leave your readers hanging—tell them what to do next! Include a compelling summary about your company, showcase your happy client base, and conclude the journey with a strong CTA, whether to contact you for a consultation, download a related resource, or learn more about your services on social media, like the following case study template design.

12. Format Professionally  

The design of the case study is just as important as the content. A well-formatted, visually appealing document makes a great impression and enhances readability. With ready-to-use niche-oriented templates, you can easily create a professional-looking case study that impresses and converts. Here is an eye-catching template for an AI assistant software case study that displays a sleek and well-navigated format.

13. Make It Readable  

Easy readability is key. Use simple language, short paragraphs, and bullet points where appropriate. Your case study should be easy to scan and digest. Follow the thirteen design principles to create a standout piece that enhances your marketing efforts.

To understand this, take a look at the following consulting case study template. 

14. Finalize and Proofread Your Case Study  

In order to excel in how to write case studies, give your case study a final review before you hit publish. Proofread carefully to catch any typos or errors, and make sure everything flows smoothly. A polished case study reflects your attention to detail and professionalism.

To effectively summarize a case study, start by completing all sections, including the introduction, challenges, solutions, and results. This approach helps marketers identify key points to highlight, making it easier to craft a succinct and engaging summary. 

One tricky thing is the length of the case study summary. So, how long should a case study summary be? 

The length of a case study summary can vary depending on the details you’re covering. Generally, it should be kept concise, usually spanning a couple of lines or up to a single page with several paragraphs. If you’re crafting a customer case study and want to flex your storytelling muscles, it’s perfectly fine for the summary to stretch to a full page.

If summarizing a case study seems daunting, try DocHipo’s advanced AI Writer tool, which effortlessly creates a crisp and concise summary.

Watch this short video to use it.

This is the last step in writing a case study analysis. Citation in a case study is the practice of giving proper credit to the sources you reference or use in your research. It helps validate your work, shows the depth of your research, and avoids plagiarism. Follow the below steps to cite a case study:

• Identify the Source: Gather details like the author, title, publication year, and where the case study was published.
• Choose a Citation Style: Follow the specific formatting style (APA, MLA, Chicago, etc.) required for your work.
• Format the Citation: Arrange the details according to the chosen citation style.
• Include In-Text Citations: Place citations within the text or paragraphs for the case study.
• Create a References List: At the end of your case study, compile all your sources in a bibliography or reference list.

For case studies, citations in APA and MLA styles are very common. If you are just beginning, then you might be confused about these case study citation formats.

Hence, take a look at the picture below, which easily comprehends the APA vs MLA citation features. 

Still feeling overwhelmed about case studies? Be stress-free with the most convenient case study maker, which saves time and allows you to present data in the most attention-grabbing way. 

Watch the video to create case studies in minutes with DocHipo’s case study maker. 

Conclusion 

To summarize, if you want to write a case study, start with a proper case study format, plan the case study, and finally write it with all the information in hand. Then, write a summary to provide an overview of your case study, and finally, add citations for reference. 

Meanwhile, if you want to design a case study, Try DocHipo templates. Sign up to explore all the case study templates. 

What is the structure of a case study?

A case study typically includes the following sections: Title, Introduction, Background, Problem Statement, Solutions, Results, and Conclusion. Each section serves to tell a comprehensive story of the business, from the issue at hand to the resolution and outcomes.

What are the 5 essential elements of a great case study?

The 5 essential elements are: 1) Clear Objective, 2) Detailed Background, 3) Specific Challenges, 4) Effective Solutions, and 5) Measurable Results. These components provide a compelling narrative that highlights the value delivered.

How to begin a case study?

Start a case study by defining the purpose and scope of the study. Introduce the subject, outline the problem, and provide background information to give readers context. This sets the stage for the detailed analysis that follows.

How to make an introduction in case study?

To craft a compelling introduction, briefly describe the subject, outline the problem they faced, and explain why the study is relevant. This section should grab the reader’s attention and make them interested in the rest of the study.

How to make a business case study?

A business case study should begin with a clear objective and background information. Identify the problem, explain the solutions implemented, and conclude with the results achieved. Use real data and quotes from stakeholders to enhance credibility.

How to write a case study step by step?

To write a case study step by step, start by identifying the case you want to explore and gathering relevant data on the subject. Outline the structure of your case study, then craft an engaging Introduction to set the context. Next, detail the Background and Challenges faced, followed by the Solutions applied. Share the Results and Conclusion to highlight the impact. Finally, edit and proofread your case study to ensure clarity and accuracy.

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• Case Studies

Case Study Templates

Visme’s professional case study templates are perfect for showcasing how your business helped other brands achieve their goals. Customize your favorite case study layout with your own brand colors, fonts and logo, add or remove pages, and download in high-quality to use as a lead magnet or upload on your website. You can also embed the case study for free.

Case Studies 66

SaaS Marketing Case Study

Showcase the amazing performance of top brands using this case study.

Real Estate Case Study

Present the overarching negative impacts of sound pollution on real estate sales with this case study template.

Financial Case Study

Show how skillfully the big brands utilize their resources with this case study template.

B2B Case Study

Use this case study template to showcase the qualities and results of your clients.

Social Media Case Study

Show the results of a successful social media campaign using this case study template.

Psychology Case Study

Raise awareness for common mental issues using this case study template.

Patagonia Case Study

Inspire clients with the success story of top brands using this case study template.

Neutrogena Case Study

Show the results your previous clients achieved using this case study template.

NVISIONCenters Case Study

Share the results clients have achieved due to your strategy with this case study template.

College For Adult Learning Training Organization Case Study

Share the excellent performance of your past clients using this case study template.

Fuji Xerox Australia Business Equipment Case Study

Use this case study template to show amazing results clients have had with your brand’s help.

Adobe Case Study

Share how your brand helped achieve remarkable goals for your clients using this case study template.

Bit.ly Case Study

Show future clients how your services can help them with this case study template.

UX Case Study

Showcase the impact of CTAs using this case study template.

Think With Google Case Study

Use this case study template to show the power of collaboration.

Design Case Study

Inspire future customers with the success of your previous clients using this case study template.

Search Marketing Case Study

Show the impact of using unique techniques with this case study template.

Intel Case Study

Showcase the performance of your previous clients using this case study template.

Inkjet Wholesale Case Study

Inspire the audience to use unique marketing techniques with this case study template.

Weebly Case Study

Showcase the strategy used by top businesses to boost productivity using this case study template.

Medical Case Study

Show how the impact of medical diseases on elderly patients with this case study template.

Media Case Study

Put together key reasons for social media campaign failure using this case study template.

Healthcare Information System Case Study Modern

Highlight the ways how your healthcare firm helped solve a major problem using this modern case study template.

Remote Healthcare Case Study Modern

Present how an organization changed the face of the healthcare system in the world with this case study template.

Case Study Templates by Visme

Case studies are a great way to attract attention to your products and services, build trust and credibility, and to show proof of how you’ve helped other businesses similar to potential customers achieve their goals. Use one of Visme’s case study templates to illustrate your business in action, and to help potential clients understand how you can help them grow.

Each case study template in Visme is designed to highlight your client’s basic information, their problem and how your company’s solution helped them overcome that problem. Customize your favorite case study layout from the options above with your own brand colors, or upload your exclusive brand fonts to use throughout the case study.

You can also upload your logo, resize or rotate it as you wish, and even upload any image of your choice to add to the document’s visual appeal. Or, browse through millions of free stock photo options that come built-in with the Visme editor. Download your case study as a PDF file or an image. You can also publish and share it online with a link, or embed it on your website. Get started with our document creator today.

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BONUS : Read the case study how-to guide .

Case Study Template

Good case studies tell a compelling story to potential clients of how your company rose to the occasion. The Case Study Template will help you showcase your company’s credibility in solving a particularly challenging client problem and prove to potential clients that you have what it takes to perform well. Specifically, case studies can help you:

• Highlight your expertise in delivering measurable results based on KPIs.
• Position your brand as an authority in your industry to attract potential customers.
• Provide visual proof of your skills, experience, and expertise as a company.
• Showcase your perseverance in handling difficult projects or campaigns.

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Other Case Study Templates

How to create an effective Case Study with Xtensio

• Click and start editing, no account or credit card required. Follow along with the instructional copy. Add charts, graphs, images, and videos to customize your case study. Drag & drop. Resize. It’s the easiest editor ever.
• Customize everything to match your brand. Define your style guide; Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your case studies.
• Work on the key details of your case study together on the cloud. Add colleagues (or clients) to collaborate on the case study template. Changes automatically save and sync across all devices, in real-time.
• Share a link. Present a slideshow. Embed. Download a PDF/PNG. Your case study seamlessly adapts to your workflow. No more jumping from tool-to-tool to create different types of deliverables.
• Reuse and repurpose. Save your own custom case study templates. Or copy and merge into other documents.

Follow along step-by-step with the Case Study how-to guide .

What is a case study?

An effective case study is a great way to show potential clients, customers, and stakeholders how valuable your product or service is by explaining how your business solved a particularly challenging client problem.

Marketing case studies examine a single client situation in-depth and provide a detailed analysis of how your organization resolved the challenge.

The best case studies not only tell a story about your company but also contain some hard measurable metrics. This allows you to highlight your successes in a way that will make an ideal potential customer become your customer. Essentially, a case study is an effective way to learn about your business and a great marketing tool.

When looking for potential projects to use for a case study, look for ones that:

• Involved a particular challenge that required a unique set of skills that your company possesses
• Received special awards, press coverage or accolades
• Involved a high profile project
• Involved a well-known (preferably Fortune 500) brand or company

The most important element of your case study is that it must show a real-life example to relate to your target client. While a good case study showcases your company, a great case study makes the reader want to start a conversation with you.

What information should be included in a case study?

The first thing to consider is who will be reading your case studies. Messages and their delivery resonate differently, depending on who is on the receiving end. For example, a thirty-something software entrepreneur will measure success differently than a fifty-something CEO of a large corporation. Understanding your target audience will help you tell your case study in a way that will effectively speak to them.

When gathering information for your case study, interview happy customers and ask questions to your potential case study subject that align with the story you are trying to tell. No case study will be the same, and your questions will vary from client to client.

Before you contact the customer, consider interview questions so you have an idea of what you need to produce a compelling case study demonstrating your potential to succeed.

At the end of the information-gathering process, you should have a solid understanding of the following to outline how your product was the best solution for the customers’ particular challenge:

• The client’s initial challenge
• Why did the client choose your company
• Your company’s approach to the problem
• The solution and implementation process
• The results and final measures of success

Some questions to ask your client during the initial interview:

• Can you give a brief description of your company?
• How did you first hear about our product or service?
• What challenges or pain points prompted using our product? 
• What were you looking for in a solution to your problem? 
• Did you have any roadblocks while using our product? 

Don’t forget to talk to your colleagues and get their perspectives on the project when writing your case study. You may also want to include some quotes from internal stakeholders or project leads to make an even more compelling case study.

How do you write a case study?

When writing a case study, make sure you know who you’re talking to. Your audience, i.e. who would be interested in your product or service, should be your main focus when you create a case study. Once you’ve compiled your facts, format the story so that it will appeal to potential customers.

The format and content of case study templates vary, but in general, your business case study should look like a strong landing page: brief, pictorial, and engaging.

Xtensio’s case study template includes instructional copy to show you everything you need to know to create a real-life example of your company’s strengths. The template is organized into sections and modules designed to make your case study flow like a well-planned story and we’ve broken the template into three main sections: the snapshot, the body and the footer. 

The Snapshot

This section is designed to give a quick overview of your story and prompt readers to want to learn more. Consider it an executive summary, a book cover, or a brief description in an online store. It should have enough information to grab a potential customer’s attention, but not so much that they will stop reading. Include client details, the project name, and a brief description of the problem, as well as quantitative metrics that demonstrate your accomplishment.

You can also include the date the case study was originally published here to help potential customers identify if your product or service is a good fit for them right now. 

This section is the meat of your case study and will focus on customer results. Like any good story, it will have a beginning, a middle and an end. Classic western storytelling uses a pretty standard formula that includes a problem, the approach taken to solve it, the solution and the end results. The body of Xtensio’s case study template is divided into four key areas that align to these story elements: the Challenge, the Approach, the Solution and the Results. Here, make sure you explain using your product for a certain use case and describe how your service helped the client.

To close your case study, end with a short paragraph about who your company is, as well as your contact information. This is handy if your business case study becomes separated from your company’s website information somehow.

If you plan on sharing the case study online, make sure to add the links to your website and social media handles, using our social media module. If you are planning to print, then don’t forget to spell out the name of your website and/or add a contact phone number and email address.

Invite feedback and participation by your colleagues and the client by inviting them to collaborate on the case study template in real-time. Once you are satisfied with your case study, you can add it to your website, share it on your social channels, use it in presentations, or send out emails to potential clients. You can also download a pdf version that can be printed and shared. 

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Free MS Word Case Study Templates

By Kate Eby | January 18, 2024

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We’ve collected the top free Microsoft Word case study templates for marketing managers, writers, digital marketing specialists, sales teams, and analysts. Customize these templates for documenting, communicating, and analyzing marketing activities. 

On this page, you'll find eight dynamic monthly marketing report templates, including those for a  case study report , a  project case study , a  marketing case study , a  one-page case study template , and more.

Microsoft Word Simple Case Study Template

Download the Sample Simple Case Study Template for Microsoft Word  

Download the Blank Simple Case Study Template for Microsoft Word  

When to Use This Template:  This straightforward template is ideal for junior or entry-level marketing associates to kickstart their journey in writing case studies. Download the version with sample copy for helpful pointers on crafting a case study.  

Notable Template Features: This template features a basic structure for presenting a case study without overwhelming details. Fill in the  Introduction, Customer Challenge, Marketing Strategies, Results, and  Call-to-Action (CTA)  sections to craft a simple case study.

Microsoft Word Case Study Report Template

Download the Sample Case Study Report Template for Microsoft Word  

Download the Blank Case Study Report Template for Microsoft Word  

When to Use This Template:  This template is suitable for professionals who need to produce comprehensive case study reports with detailed analysis. Download the version with a sample case study for guidance on writing a report. 

Notable Template Features:  This case study report template provides a structured format for presenting data, research findings, and in-depth insights. There are editable sections for adding an executive summary, introduction, statement of the problem, decision criteria and assumptions, data analysis, alternative courses of action, recommendations, and more. 

For resources on marketing case studies in presentation-ready format, check out this collection of free marketing case studies in PowerPoint format .

Microsoft Word Project Case Study Template

Download the Sample Project Case Study Template for Microsoft Word   Download the Blank Project Case Study Template for Microsoft Word  

When to Use This Template:  This template is for project management or cross-functional teams that need to produce comprehensive case study reports with a detailed analysis. Download the version with sample copy to get a clear idea of what to include in each section.  

Notable Template Features: You’ll find a structured layout, starting with an introduction page featuring visual elements such as a line chart for success measurement, a pie chart for impact analysis, and a bar chart for metric comparison.

These free case study templates in Google Docs format can help your marketing team efficiently create and collaborate.

Microsoft Word Marketing Case Study Template

Download the Sample Marketing Case Study Template for Microsoft Word   Download the Blank Marketing Case Study Template for Microsoft Word  

When to Use This Template:  Marketing managers, content marketers, and sales teams can use this template to showcase the success of marketing initiatives to internal and external stakeholders. Download the sample version to get a quick start on crafting your case study report. 

Notable Template Features:  Filled with sample images and featuring a professional layout, the template’s visual appeal helps you present complex information in an easily digestible and compelling format. Complete the  About Us, Challenge, Solution, Case Study,  and  Benefits  sections to build a structured narrative that showcases your marketing strategy from problem identification to solution implementation. 

Explore these free marketing case study templates to find more options in multiple formats. Whereas a marketing case study template showcases marketing strategies and their outcomes, a business case template provides a broader analysis of business decisions and impacts. See this  article with free business case study resources , ready-to-use templates, and guidance on analyzing and presenting business scenarios. 

Microsoft Word One-Page Case Study Template

Download the Sample One-Page Case Study Template for Microsoft Word Download the Blank One-Page Case Study Template for Microsoft Word

When to Use This Template:  Sales reps and teams can use this template to create one-page case studies for sales pitches and presentations. Download the sample version with example text for an easy guide on creating concise reports. 

Notable Template Features:  The template is designed to condense complex information into a concise, easy-to-glean format. Use the space allotted for each section to keep the case study to one page.

Microsoft Word Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for Microsoft Word

Download the Blank Problem-Solution-Impact Case Study Template for Microsoft Word

When to Use This Template:  Marketing teams can use this template to showcase a complete narrative, from identifying a specific challenge through the solutions applied to the tangible impacts achieved. Download the sample version that includes an example case study for helpful guidance on crafting a comprehensive report. 

Notable Template Features: This template sports a structured, three-part storytelling approach, emphasizing the cause-and-effect relationship in case studies. Complete side-by-side comparisons, past vs. current year analyses, and year-over-year bar charts to present comparative data.

Microsoft Word Comparative Study Template

Download the Sample Comparative Study Template for Microsoft Word

Download the Blank Comparative Study Template for Microsoft Word

When to Use This Template:  Users who need to conduct side-by-side comparisons of products, strategies, or performance metrics should download this template. Opt for the version with sample copy to get an idea of how the completed document should look. 

Notable Template Features: This template’s structured design facilitates direct comparisons with sections such as side-by-side comparisons and year-over-year performance analysis — unlike others that may focus on narrative or single-subject analysis. It's specifically crafted to simplify the visualization of comparative data, making it a go-to for analytical and data-driven presentations.

Microsoft Word Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for Microsoft Word

Download the Blank Case Study Storyboard Template for Microsoft Word

When to Use This Template:  This template is tailor-made for those who want to present their case studies in a visually compelling storytelling format and make complex information more relatable and memorable. Leverage the sample version of this template, which uses an example of a fictional EV-charging company as a visual guide to help you create an engaging storyboard case study. 

Notable Template Features: Unlike other templates that focus on traditional text-heavy layouts, this storyboard template emphasizes visual storytelling, using a series of illustrations and graphics to guide the audience through the case study.

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All the space you need to spotlight your business or product’s value including success metrics in Tome’s comprehensive Case Study template.

About this template

Capture the attention of potential clients with Tome’s Case Study template, designed to highlight the heavy-hitting impact your product had. Create a compelling narrative with a look at the successful metrics and hard numbers you drove in this case study alongside eye-grabbing headlines. Fill in details about the challenge you faced, key info on the target audience or customer base, and the solution you provided with the product built. There is ample space for punchy headlines and images to further illustrate your business and/or product.

Template outline

• Checkmark Overview
• Checkmark Highlight Statistics
• Checkmark Challenge
• Checkmark Solution
• Checkmark Result
• Checkmark Text-Only Layout
• Checkmark Image-Only Layout

Tell a powerful story

• Double Sparkle (tome icon) Editable with AI
• Text (tome icon) Beautiful typography
• Double Sparkle (tome icon) AI layout generation
• Page Portrait (tome icon) Narrative Guidance
• Multiple Pages (tome icon) Automatic mobile layout
• Reference (tome icon) AI reference sourcing
• Share (tome icon) Share or link anywhere
• Download (tome icon) Downloadable as a PDF
• Add Person (tome icon) Real-time collaboration

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Expert tips, what is a case study.

A case study is an in-depth look at an individual or organization. Often they’re used to show the value of a product or service with real-life examples. Your company might walk potential customers through a breakdown of your current client’s success with a particular product. That can be a compelling way to market your products and grow your business.

Case studies are often found on company websites or white papers—or presented directly to potential clients. The key is creating an easily digestible document or presentation that succinctly conveys the value of your product or service. A case study template is a quick way to craft a compelling case study that’s ready to show to clients.

How long should a case study be?

Often a case study is a written document. This is the case when it’s embedded in a white paper or another promotional document. The traditional length for these case studies is 500–1,000 words. That length can provide enough detail without overwhelming the reader.

However, your case studies don’t need to be a full-length document. Instead, consider creating a visual presentation. This format can help you create a powerful narrative that’s going to stick with your audience. After all, images and numbers are more memorable. Utilizing them within your case study can help you capture the value you’re trying to show. Try this case study template to see how compelling your case study can become.

How to write a case study

Let’s dive into how to create your own case study using this Tome template.

Write a compelling headline.

• Start with a headline that immediately tells your audience exactly what they can expect. Think of it like an email subject line. You want to convey your main message in only a sentence—that way your readers understand exactly what’s inside even if they read no further. This case study template draws attention to the headline and makes it front and center.

Give an overview of the case study.

• Next up is the overview slide. This section is an opportunity to briefly summarize the main point of the entire case study. The overview is also your chance to introduce some key stats. Adding numbers is a powerful way to show the concrete value of your products. Potential buyers can see exactly what benefits the case study client experienced.
• The Tome case study template provides you with spaces for a brief paragraph, some key numbers, and context for the stats. It’s designed to give your clients a snapshot of the entire presentation.

Introduce the client.

• After setting the stage, it’s time to explain who the client in the case study is. Outline what they do and their target customers. You might even outline the demographics of their audience. Explain some key characteristics of their business strategy and how they were performing prior to working with your company. The Tome template provides an easy way to showcase your star customer.

Present the problem.

• Your products or services are designed specifically to solve problems. No case study is complete without explaining the challenge your client faced. That perfectly sets you up to illustrate exactly how your company can solve that problem.

Detail the solution.

• Once you’ve set everything up, it’s time to address how your product met the client’s specific needs. Outline your product details and how the customer utilized each one in their own business strategy. With Tome, you can add AI-generated images that make this section more impactful.

Show the results.

• Arguably the most important part of the entire case study is the results. This slide is where you sell your product. It’s where your audience sees how your product solves real-world problems. A well-made results slide can motivate your potential buyer to try your product because they can visualize what you can do for them. The Tome template makes this section the centerpiece of your entire presentation.

End with a call to action.

• Finally, give your audience something to do. After seeing the results, they’re likely motivated. Use that momentum and drive them to convert. You might encourage them to try a demo or to get in touch with your sales team. The Tome template provides an easy way to include your team’s information.

Transform your case study with AI

A well-designed case study can be a powerful tool to build your business and sell your services. It’s a way to show a potential buyer exactly what your team offers and the results they might expect. The key is creating an effective case study presentation. To save you time, Tome provides a case study template. This template gives you these advantages:

• Powerful AI that generates text and images
• Pre-built slides beautiful typography options
• Real-time collaboration and sharing capabilities

Improve your case studies with AI from Tome. Try the template.

Craft your next great idea.