case study scoring sheet

How To Write A Consulting Case Study: Guide, Template, & Examples

When you deliver a successful project, do you publish a consulting case study about it?

A consulting case study is a short story about a successful project that explains…

• The problem your client was dealing with before hiring you;
• your expertise and process for solving that problem;
• and the results your expertise and process created for the client and their business.

In my experience, our consulting case studies are among the most powerful pieces of content we publish. They’re a big reason why people are comfortable signing up for our Clarity Coaching Program .

Because our case studies prove our program helps our clients get results.

I can say that our coaching program is the best on the market until I’m blue in the face.

But it’s much more powerful for consultants to see the results others have experienced for themselves: through our case studies and testimonials.

If you don’t have something of value on your website like a case study — something that actually shows you can achieve results for your clients — then your website will only serve as “confirmational marketing.”

It will confirm what people hear about you. But it won’t help you generate interest and leads.

So, if you want to shift your website beyond mere confirmational marketing to an asset that helps you generate leads and conversions, consider writing consulting case studies using the method below.

In this article, you’ll learn how to write compelling case studies that help you win more consulting clients.

Ready? Let’s dive in…

Your case study is proof that not only can you talk the talk, but you can also walk the walk.

What Is A Consulting Case Study?

When a potential client is deciding on whether they will hire you or not, a big question in their mind is…

“Can this person or company really do what they say they can for my business?”

There are many forms of thought leadership you can use to prove you can deliver results.

The consulting case study is one of them.

A case study, in the context of consulting, is typically a written document that describes…

• the problem a client was facing,
• the actions you took to solve that problem,
• and the outcomes it created for your client.

You write case studies to demonstrate the results and value you created for a past or current client.

What makes them so effective as marketing material?

• They are relatively easy to put together (especially when you use our template below).
• Your potential clients enjoy reading them.
• And they are a highly effective way to demonstrate your authority and expertise in your field.

Next, I’ll walk you through how to write a consulting case study.

In our program, one of the things we teach consultants is how to better understand their clients’ problems and articulate their ability to solve those problems in a way that will attract new clients.

How To Write A Consulting Case Study

Here are the steps to writing your consulting case study. You can follow along with our consulting case study template .

1. Get Permission From The Client

You shouldn’t write a case study that names your client without their permission.

So, before you start writing it, ask them if they’d be OK with you publishing a case study about the project.

Now, I’m not a lawyer, and nothing in this article or anything I write is legal or financial advice. But here’s what we’ve found, through running consulting businesses for over two decades, often works best:

A question we often receive from consultants is “What if I can’t use the name of my client or the company I worked with?” Generally, this isn’t an issue. If your contract says you can’t use the client’s company name, or the client says “No” to your request, all is not lost.

What tends to work extremely well is still writing the case study, but without using the client’s name. Instead, describe the client.

For example, let’s say your client is the automaker Mazda. If you can’t use their name, consider “Working with a top 20 global automaker…”

This gives prospective buyers a good idea of the caliber and type of company you worked with.

When you ask your client for their permission to create a case study that features them, you’ll generally find that 9 times out of 10 they won’t have a problem with you doing so, but make sure you ask before publishing.

2. Introduce The Client’s Business

Once you’ve gotten permission from the client, you’ll begin writing your case study. Follow along using our template .

The first section is the introduction. Set the stage here by introducing your client, their business, and their industry.

This section gives context to the case study. Ideally, your ideal client is intrigued by being in a similar industry or situation as the client in your case study.

3. Describe The Problem Or Challenge

In this section, you outline the problem your client was facing.

Be as specific as you can be.

Simply saying they had marketing issues or a problem with their PR is not enough.

The more detail you include the clearer the picture will become and the more effective your case study copywriting will be.

If your ideal client reads this and has a similar problem as the client in the case study, you can guarantee that their eyes will be glued to the screen, salivating to learn how you solved it.

4. Summarize Your Action Steps

Now that you’ve described the problem your client was up against, you’ll explain what you did to help solve the problem.

In this section, break down each part of the process you used or the steps you took to solve it.

The reader should get the sense that you have a process or system capable of solving the problem and getting results.

This is where you get to demonstrate your know-how and expertise. Get as technical as you can. Show your reader “Hey, this is how I can get YOU results too.”

5. Share The Results

It’s time to demonstrate results.

Write the results that were achieved and how they impacted the business/organization/person.

In many cases, the outcome isn’t just dollars and cents — it can also be less tangible value.

Are they less stressed? Do they have more free time? Are they finding more meaning and enjoyment in their work?

Mention if you’re continuing to work with this client through a retainer . If you’re not, describe how the results will impact their business in the future.

This is also a great place to include a quote or testimonial from your client.

The “Results” section is key because it shows prospective clients that you’ve solved the problems they are facing and have delivered the actual results that they likely desire.

6. Write A Call To Action

At the end of the case study, you should always include a sentence or two inviting the ideal client to reach out.

They’ve just read about the problems you can solve, how you solve them, and the results you can create.

They are primed and ready to reach out to inquire about how you can do it for them.

But if you don’t have a direct call to action for them to do that, many of them will leave without taking action.

So, write a direct, clear call to action that takes them to a page where it’s easy to book a consultation with you or where you provide your contact information.

7. Share It

Marketing for consultants is all about providing value to your ideal clients, being known for something specific, and positioning yourself as an expert and authority that your ideal clients want to work with. So, whenever you publish a piece of valuable content like a case study, your mission is to get as many eyes on the case study as possible.

The best place to publish your case study is on your website or blog.

You can also submit case studies to industry publications. These are a great way to spread the word about you and your client’s business.

Make sure to also share your case study on all social media platforms where your ideal clients hang out online. For consultants, that means LinkedIn.

Work your “marketing muscle” by actively promoting your case study, and you’ll reap the rewards of this powerful piece of authority-building content.

Writing case studies for your consulting business not only helps you land new clients, but it’s also a great way for you to review past projects.

Doing this helps you to find what worked and what didn’t.

And you’ll continue to learn from your experiences and implement your best practices into your next consulting project.

Consulting Case Study Template

Click here to access our Consulting Case Study Template .

This template is designed using a “fill in the blank” style to make it easy for you to put together your case studies.

Save this template for yourself. Use it to follow along with the examples below.

Consulting Case Study Examples

Here are some example case studies from our Clarity Coaching Program clients.

1. Larissa Stoddart

Larissa Stoddart teaches charities and nonprofits how to raise money.

To do that, she provides her clients with a training and coaching program that walks them through twelve modules of content on raising money for their organization, creating a fundraising plan, putting an information management system into place, finding prospects, and asking those prospects for money.

Through her case studies, Larissa provides a comprehensive overview of how she helps her clients build robust fundraising plans and achieve and win more donations.

2. Dan Burgos

Danila “Dan” Burgos is the president and CEO of Alphanova Consulting, which works with US manufacturers to help them increase their profitability through operational improvements.

The goal of Alphanova is to increase their clients’ quality and on-time delivery by 99 percent and help them increase their net profits by over 25 percent.

Through his case studies, Dan lays out the problem, his solution, and the results in a clear simple way.

He makes it very easy for his prospects to envision working with his firm — and then schedule a consultation to make it happen.

3. Vanessa Bennet

Through her company Next Evolution Performance, Vanessa Bennett and her business partner Alex Davides, use neuroscience to help driven business leaders improve their productivity, energy, profitability, and staff retention, while avoiding burnout.

Through her “Clients” page, she provides a list of the specific industries she works with as well as specific case studies from clients within those industries.

She then displays in-depth testimonials that detail the results that her consulting services create for her clients.

These are powerful stories that help Vanessa’s clients see their desired future state — and how her firm is the right choice to help them get there.

As you see, our clients have taken our template and made them work for their unique style, clients, and services.

I encourage you to do the same.

And if you’d benefit from personal, 1-on-1 coaching and support from like-minded consultants, check out our Clarity Coaching Program .

Get Help & Feedback Writing Consulting Case Studies

If writing and demonstrating your authority were easy, then every consultant would be publishing case studies.

But that’s not the case.

Sometimes it helps to have a consulting coach to walk you through each step — and a community of like-minded consultants with whom you can share your work and get feedback from.

That’s why we’ve built the Clarity Coaching Program.

Inside the program, we teach you how to write case studies (among dozens of other critical subjects for consulting business founders).

And we’ve also created a network of coaches and other consultants who are in the trenches — and who are willing to share their hard-fought knowledge with you.

Inside the Clarity Coaching program , we’ve helped over 850 consultants to build a more strategic, profitable, and scalable, consulting business.

Learn More About Clarity Coaching

We’ll work hands-on with you to develop a strategic plan and then dive deep and work through your ideal client clarity, strategic messaging, consulting offers, use an effective and proven consulting pricing strategy, help you to increase your fees, business model optimization, and help you to set up your marketing engine and lead generation system to consistently attract ideal clients.

15 thoughts on “ How To Write A Consulting Case Study: Guide, Template, & Examples ”

This is a great outline and I found it quite helpful. Thanks.

Shana – glad you found this post helpful!

I have used case studies to get new clients and you're right, They work.

Jay – thanks for sharing. I've worked with many clients to implement case studies and have used them in several businesses and have always found them to be great at supporting proof and establishing authority and credibility.

Dumb question: guess you can't charge if you're doing a case study, huh?

Terri – No such thing as a dumb question where I come from. Always good to ask.

You definitely can charge for case studies. Michael Stelzner has a lot more information on writing white papers (and case studies) as projects.

This post was really aimed at using case studies to win more business and attract clients. But you can definitely offer this service to companies and they'll pay handsomely for it.

That was a great question!

Hello,I am really glad I stumbled upon your consulting site. This outline is very helpful and I love the e-mails I recieve as well Thanks!

Happy to hear that

This is a great site for consultants – great information for the team to share with consultants that reach out to us. Thank you!

Thanks Deborah

It is a good steps if we know how we start and control our working.

All I wanted to know about putting together a case study I have got. Thanks so much.

to put together your consulting case study: to put together your consulting case study:

I have used your outline today to write one case. Thank you for sharing.

Hi – This is a great piece, and covers all the core elements of a case study with impact.

Couple of extra points…

1. it’s really powerful to provide a mix of qualitative and quantitative results where possible e.g. ‘we saved the client $500 per month and feedback tells us morale improved’

2. We are seeing more and more consultancies include images and video in their case studies. This obviously depends on the context, so while it’s not necessarily appropriate within the confines of a bid, it is definitely something to think about for those case studies that you want to publish online or in a marketing brochure.

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How to Assess Clinical Judgment Using a New Case-Based Rubric

Assessing Clinical Judgment Step-by-Step

The four sequential reasoning steps a nurse uses to make clinical judgments addressed in Tanner’s CJM and integrated into the KRN-CJR include:

Step 1. Noticing.

Does the student notice or recognize relevant clinical data in the case study, and why is it significant? Noticing what is significant in a patient care scenario requires applying knowledge (Tanner, 2006).

Effective noticing involves the following KRN-CJR subscales:

• Focused observation
• Recognizes deviations from expected patterns

Step 2. Interpreting.

Once relevant clinical data is noticed and identified, this clinical data needs to be interpreted. What does this data mean, and what is its significance (Tanner, 2006)?

Effective interpreting involves the following KRN-CJR subscales:

• Prioritizing data
• Making sense of data

Step 3. Responding.

Responding requires the nurse to make a decision (Tanner, 2006). Based on the correct interpretation of clinical data, does the nurse need to act, respond, or continue to monitor?

Effective responding involves the following KRN-CJR subscales:

• Well-planned intervention/flexibility
• Being skillful
• Clear communication (not able to be assessed with NextGen or SKINNY Reasoning)
• Recognizing patient problems (not able to be assessed with NextGen or SKINNY Reasoning

Step 4. Reflecting.

Reflecting has two components. Reflection in action is the ability of the nurse to read the patient in the present and evaluate or adjust the nursing priority and plan of care based on the patient’s response.

Reflection on action is done afterward and is the thinking that the nurse does after the situation and reflects upon the entire clinical judgment process from start to finish (Tanner, 2006).

Effective reflecting involves the following KRN-CJR subscales:

• Evaluating plan of care
• Evaluation/self-analysis
• Commitment to improvement

Levels of Clinical Judgment: Scoring

There are four levels of clinical judgment with a numerical score that Lasater incorporated and is carried through on the KRN-CJR:

• Exemplary (4 points)
• Accomplished (3 points)
• Developing (2 points)
• Beginning (1 point)

Lasater identified that the goal for advanced nursing student performance before graduation is consistently at the accomplished level. First-year students continue to develop and would be consistently at the developing level of thinking. With a total of eleven categories and based on the performance metrics for each category, the total score for any student would range from 11 to 44.

For example, for an advanced student approaching graduation, the goal total on a case study would be around 33 points, calculated by demonstrating performance on the case study at the accomplished level (three points) for all eight subcategories (3 x 11 categories = 33).

For first-year students developing clinical judgment, you would want them to consistently be at the Developing level (2 points) for all eleven subcategories (2 x 11 categories = 22).

Scoring Worksheet

To help remove ambiguity regarding the levels of proficiency, for each level, use the following percentage to guide your assessment of student performance in each level:

• Exemplary = >90%
• Accomplished = appx. 75-90%
• Developing = appx. 50-74%
• Beginning = < 50%

For example, the first subcategory under NOTICING is “Focused Observation.” Exemplary performance is defined as:

• Recognizes the majority of relevant clinical data.

Since the term majority is open to interpretation, I have included the percentage >90% to remove this ambiguity. These percentages are suggested.

Scoring with SKINNY or NextGen Reasoning

The entire KRN-CJR can be used with an UNFOLDING Reasoning Case Study because it addresses all eleven subcategories of clinical reasoning.

However, if the more concise NextGen or SKINNY Reasoning level is used, the “Clear Communication” and “Recognizing Patient Problems” subcategories under the RESPONDING category cannot be assessed since these questions that align with this subcategory are not asked in the case study.

Note: These subcategories are highlighted in light orange on the rubric as a reminder. As a result, the scoring will be slightly different (see scoring worksheet doc.). When documenting the summative numerical score, the level of the case study must always be noted.

Clinical judgment can be measured and assessed using the KRN-CJR.

Implementation in Your Program

Remember that like the original LCJR, the KRN-CJR provides a current “snapshot” of a student’s clinical judgment development. Therefore, educators need to repeat this assessment throughout the program (at least each semester) to obtain an accurate trajectory of the student’s clinical judgment skills before graduation.

Share Rubric with Students

Sharing the KRN-CJR, in addition to a students’ scoring worksheet will allow students to see where they are currently at in their development of clinical judgment and what they need to accomplish and demonstrate to move to the next level of improved proficiency. The rubric provides an opportunity for additional reflection to strengthen their clinical judgment.

How is your program assessing clinical judgment skill development BEFORE graduation?

Closing Thoughts

Many programs use student predictor assessments that are designed to predict first-time NCLEX pass rates. Since passing the NCLEX does not currently ensure that a graduate nurse possesses the clinical judgment needed for safe practice (Kavanaugh & Szweda, 2017: Kavanaugh & Sharpnack, 2021), other assessments of clinical judgment are needed.

The KRN-CJR provides educators with an instrument to quantitatively assess clinical judgment to ensure safe entry into practice, resulting in improved patient outcomes.

Recommended Resources

Think Like a Nurse membership . Start practicing and develop clinical judgment skills using KeithRN Clinical Reasoning Case Studies. Access more than 300 case studies, dozens of active learning worksheets, and faculty development webinars.

Get started with an individual membership and save 50% off the first month using the discount code 50THINK.

But your best value is a program membership to get all faculty access so that your program can integrate clinical judgment resources across your curriculum. Take the next step and get a no-obligation quote !

• Adamson, K.A., Gubrud, P., Sideras, S., & Lasater, K. (2012). Assessing the reliability, validity, and use of the Lasater clinical judgment rubric: Three approaches. Journal of Nursing Education, 51, 66-73.
• Ashcraft, A.S., Opton, L., Bridges, R.A., Caballero, S., Veesart, A., & Weaver, C. (2013). Simulation evaluation using a modified Lasater clinical judgment rubric. Nursing Education Perspectives , 34, 122-126.
• Jensen, R. (2013). Clinical reasoning during simulation: Comparison of student and faculty ratings . Nurse Education in Practice , 13, 23-28.
• Kavanagh, J. & Szweda, J. (2017). A crisis in competency: The strategic and ethical imperative to assessing new graduate nurses’ clinical reasoning. Nursing Education Perspectives 38 (2), 57-62.
• Kavanagh, J.M., Sharpnack, P.A., (January 31, 2021) “Crisis in Competency: A Defining Moment in Nursing Education”  OJIN: The Online Journal of Issues in Nursing 26, No. 1, Manuscript 2.
• Lasater, K. (2007). Clinical judgment development: Using simulation to create an assessment rubric. Journal of Nursing Education, 46 (11), 496-50.
• Tanner, C. A. (2006). Thinking like a nurse: A research-based model of clinical judgment in nursing. Journal of Nursing Education, 45 (6), 204–211.

Keith Rischer – Ph.D., RN, CCRN, CEN

As a nurse with over 35 years of experience who remained in practice as an educator, I’ve witnessed the gap between how nursing is taught and how it is practiced, and I decided to do something about it! Read more…

The Ultimate Solution to Develop Clinical Judgment Skills

KeithRN’s Think Like a Nurse Membership

Access exclusive active learning resources for faculty and students, including KeithRN Case Studies, making it your go-to resource.

Sign up to receive a free KeithRN NextGen Case Study!

Develop clinical judgment skills with this innovative new case study on asthma to prepare your students for nextgen nclex and practice.

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Why the sky did not fall with nextgen nclex (ngn) pass rates, recommended for you.

Free Case Study Templates & Examples (Word, PDF)

A case study template is used to make a report of an event, problem, or activity in an effective way. With the help of this template, you don’t have to think that what to include in your report. However, you just have to focus on a person, group, or event you are studying.

Table of Contents

What is a case study?

Generally, a case study is a kind of research methodology and usually used in social sciences. If people do a case study then they have to study an issue from a real-life perspective. Moreover, such type of studies demands in detail analysis of a person, a group, or an event. You may also like Remote Work Policy Template .

Different Types of Case Study Templates?

There are different types of templates that you can use for your case study;

• Student case study template
• Nursing case study template
• Clinical case study template
• Basic psychology case study template
• Treatment injury case study template

In addition, you can also create these templates on your own or you can download them from any website. There are no specific formats for these templates. You have to create or download those templates that suit your own needs.

What are the benefits of using a case study in business?

Using case study in the business provides you several benefits such as;

• A case study assists you to influence customers more efficiently. It makes you able to raise awareness on how to fulfill the requirements of customers more efficiently.
• Next, the information in the report will help you to encourage empathy in its readers. If you use the real-life issues and then explain how your product solves those issues will encourage the customers to use your product.
• Moreover, when you discuss the customers’ issues and questions in your case study it shows that you care and understand the customers.
• With the help of this report, you can strengthen your brand. Hence, it depends on real-life situations, it becomes relatable. You can also develop an emotional relationship with your customers. Furthermore, this report shows that you have everything that customers need.
• Above all, you can use this report to create other written works for your business. You should also check Employee Clearance Form Template .

Basic Psychology Phase One Case Study Template

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Here are some guidelines that you bear in mind during or before writing a case study;

At first, you should identify what type of case study you are going to perform. You should strategize your case study well.

Next, in business, you have to pay attention to customers. If you are going to sell products or services, then think about your customers and their needs.

Most importantly, gather extensive knowledge about your project before making a case study. Without enough knowledge, you won’t be able to create an effective document. You may also see Employee Handbook Template .

If you want to present, the best side of your business then finds those customers who have the best experience with your product or services. Then, include their testimonials in your report.

In conclusion, case study templates make you able to create a study that surely makes your business stand out.

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I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.

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Lead_scoring_case_study, problem statement.

An education company named X Education sells online courses to industry professionals. On any given day, many professionals who are interested in the courses land on their website and browse for courses.

The company markets its courses on several websites and search engines like Google. Once these people land on the website, they might browse the courses or fill up a form for the course or watch some videos. When these people fill up a form providing their email address or phone number, they are classified to be a lead. Moreover, the company also gets leads through past referrals. Once these leads are acquired, employees from the sales team start making calls, writing emails, etc. Through this process, some of the leads get converted while most do not. The typical lead conversion rate at X education is around 30%.

Now, although X Education gets a lot of leads, its lead conversion rate is very poor. For example, if, say, they acquire 100 leads in a day, only about 30 of them are converted. To make this process more efficient, the company wishes to identify the most potential leads, also known as ‘Hot Leads’. If they successfully identify this set of leads, the lead conversion rate should go up as the sales team will now be focusing more on communicating with the potential leads rather than making calls to everyone. A typical lead conversion process can be represented using the following funnel:

Lead Conversion Process - Demonstrated as a funnel Lead Conversion Process - Demonstrated as a funnel As you can see, there are a lot of leads generated in the initial stage (top) but only a few of them come out as paying customers from the bottom. In the middle stage, you need to nurture the potential leads well (i.e. educating the leads about the product, constantly communicating etc. ) in order to get a higher lead conversion.

X Education has appointed you to help them select the most promising leads, i.e. the leads that are most likely to convert into paying customers. The company requires you to build a model wherein you need to assign a lead score to each of the leads such that the customers with a higher lead score have a higher conversion chance and the customers with a lower lead score have a lower conversion chance. The CEO, in particular, has given a ballpark of the target lead conversion rate to be around 80%.

You have been provided with a leads dataset from the past with around 9000 data points. This dataset consists of various attributes such as Lead Source, Total Time Spent on Website, Total Visits, Last Activity, etc. which may or may not be useful in ultimately deciding whether a lead will be converted or not. The target variable, in this case, is the column ‘Converted’ which tells whether a past lead was converted or not wherein 1 means it was converted and 0 means it wasn’t converted. You can learn more about the dataset from the data dictionary provided in the zip folder at the end of the page. Another thing that you also need to check out are the levels present in the categorical variables. Many of the categorical variables have a level called 'Select' which needs to be handled because it is as good as a null value (think why?).

Goals of the Case Study

There are quite a few goals for this case study:

• Build a logistic regression model to assign a lead score between 0 and 100 to each of the leads which can be used by the company to target potential leads. A higher score would mean that the lead is hot, i.e. is most likely to convert whereas a lower score would mean that the lead is cold and will mostly not get converted.
• There are some more problems presented by the company which your model should be able to adjust to if the company's requirement changes in the future so you will need to handle these as well. These problems are provided in a separate doc file. Please fill it based on the logistic regression model you got in the first step. Also, make sure you include this in your final PPT where you'll make recommendations.

Results Expected

• A well-commented Jupyter notebook with at least the logistic regression model, the conversion predictions and evaluation metrics.
• The word document filled with solutions to all the problems.
• Mention the problem statement and the analysis approach briefly
• Explain the results in business terms
• Include visualisations and summarise the most important results in the presentation
• A brief summary report in 500 words explaining how you proceeded with the assignment and the learnings that you gathered.

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How marketing automation works

Marketing automation software makes it easier to plan, coordinate, manage, and measure the results of marketing campaigns across channels, including email, web, display, search, and social. By automating processes, the software makes marketing more effective.

Answers to popular questions

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• How to determine marketing ROI

We've compiled the secrets to our people, process, and systems strategy. And we want to share them with you.

Gartner, Magic Quadrant for B2B Marketing Automation Platforms, 20 September 2023, Rick LaFond, Jeffrey L. Cohen, Matt Wakeman, Jeff Goldberg, Alan Antin

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Oracle.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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