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Incomes the belief of potential clients generally is a wrestle. Earlier than you’ll be able to even start to count on to earn their enterprise, that you must reveal your capability to ship on what your services or products guarantees.

company conducting case study with candidate after learning how to write a case study

Certain, you would say that you just’re nice at X or that you just’re method forward of the competitors with regards to Y. However on the finish of the day, what you actually need to win new enterprise is chilly, arduous proof.

Among the best methods to show your value is thru a compelling case examine. In truth, HubSpot’s 2020 State of Advertising and marketing report discovered that case research are so compelling that they’re the fifth mostly used kind of content material utilized by entrepreneurs.

Download Now: 3 Free Case Study Templates

Beneath, I am going to stroll you thru what a case examine is, tips on how to put together for writing one, what that you must embody in it, and the way it may be an efficient tactic. To leap to totally different areas of this publish, click on on the hyperlinks under to mechanically scroll.

Case Examine Definition

A case examine is a particular problem a enterprise has confronted, and the answer they’ve chosen to resolve it. Case research can fluctuate significantly in size and deal with a number of particulars associated to the preliminary problem and utilized resolution, and could be offered in numerous types like a video, white paper, weblog publish, and many others.

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

When executed appropriately, these examples of your work can chronicle the optimistic affect your small business has on present or earlier clients and allow you to entice new shoppers.

Case Examine Templates

That will help you arm your prospects with data they’ll belief, we have put collectively a step-by-step information on tips on how to create efficient case research for your small business with free case examine templates for creating your personal.

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

1. Common Case Examine Template

case study templates: general

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

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

2. Knowledge-Pushed Case Examine Template

case study templates: data-driven

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

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

3. Product Particular Case Examine Template

case study template: product specific

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

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

4. Daring Social Media Enterprise Case Examine Template

case study templates: bold social media business

Yow will discover templates that symbolize totally different niches, industries, or methods that your small business has discovered success in — like a daring social media enterprise case examine template.

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

5. Lead Era Enterprise Case Examine Template

case study templates: lead generation business

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

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

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

1. Get began with case examine templates.

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

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

2. Decide the case examine’s goal.

All enterprise case research are designed to reveal the worth of your companies, however they’ll deal with a number of totally different shopper aims.

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

The shopper goal you deal with will rely upon what you need to show to your future clients because of publishing this case examine.

Your case examine can deal with one of many following shopper aims:

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

3. Set up a case examine medium.

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

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

Listed here are some totally different case examine mediums to think about:

Written Case Examine

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

Video Case Examine

Plan on assembly with the shopper and capturing an interview. Seeing the topic, in individual, discuss concerning the service you offered them can go a great distance within the eyes of your potential clients.

Infographic Case Examine

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

Podcast Case Examine

Podcasts are a platform so that you can have a candid dialog together with your shopper. This sort of case examine can sound extra actual and human to your viewers — they will know the partnership between you and your shopper was a real success.

4. Discover the suitable case examine candidate.

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

Product Data

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

Exceptional Outcomes

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

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

Recognizable Names

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


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

5. Contact your candidate for permission to jot down about them.

To get the case examine candidate concerned, you must set the stage for clear and open communication. Which means outlining expectations and a timeline straight away — not having these is without doubt one of the largest culprits in delayed case examine creation.

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

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

Advantages to Provide Your Case Examine Candidate

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

Model Publicity

Clarify to your topic to whom this case examine can be uncovered, and the way this publicity may help improve their model consciousness each in and past their very own business. Within the B2B sector, model consciousness could be arduous to gather exterior one’s personal market, making case research notably helpful to a shopper trying to develop their identify’s attain.

Worker Publicity

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

Product Low cost

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

Backlinks and Web site Visitors

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

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

6. Guarantee you may have all of the sources that you must proceed when you get a response.

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

Let’s break these two down.

Case Examine Launch Kind

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

  • A transparent clarification of why you might be creating this case examine and the way it will likely be used.
  • A press release defining the data and probably trademarked data you count on to incorporate concerning the firm — issues like names, logos, job titles, and photos.
  • An evidence of what you count on from the participant, past the completion of the case examine. For instance, is that this buyer keen to behave as a reference or share suggestions, and do you may have permission to go contact data alongside for these functions?
  • A notice about compensation.

Success Story Letter

As famous within the pattern e-mail, this doc serves as an overview for your complete case examine course of. Aside from a quick clarification of how the shopper will profit from case examine participation, you will need to be sure you outline the next steps within the Success Story Letter.

7. Obtain a case examine e-mail template.

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

A case examine launch kind tells you what you will want out of your chosen topic, like permission to make use of any model names and share the mission data publicly. Kick-off this course of with an e-mail that runs by means of precisely what they’ll count on from you, in addition to what you want from them. To provide you an concept of what that may seem like, take a look at this pattern e-mail:

sample case study email release form template

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

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

The Acceptance

First, you will have to obtain inside approval from the corporate’s advertising workforce. As soon as authorised, the Launch Kind ought to be signed and returned to you. It is also a great time to find out a timeline that meets the wants and capabilities of each groups.

The Questionnaire

To make sure that you may have a productive interview — which is without doubt one of the greatest methods to gather data for the case examine — you will need to ask the participant to finish a questionnaire earlier than this dialog. That can present your workforce with the mandatory basis to arrange the interview, and get probably the most out of it.

The Interview

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

The Draft Evaluation

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

The Last Approval

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

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

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

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

  • What are your objectives?
  • What challenges had been you experiencing earlier than buying our services or products?
  • What made our services or products stand out in opposition to our rivals?
  • What did your decision-making course of seem like?
  • How have you ever benefited from utilizing our services or products? (The place relevant, at all times ask for information.)

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

In case you’re trying to craft a compelling story, “sure” or “no” solutions will not present the small print you want. Deal with questions that invite elaboration, reminiscent of, “Are you able to describe …?” or, “Inform me about …”

By way of the interview construction, we advocate categorizing the questions and flowing them into six particular sections that may mirror a profitable case examine format. Mixed, they will let you collect sufficient data to place collectively a wealthy, complete examine.

Open with the shopper’s enterprise.

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

  • How lengthy have you ever been in enterprise?
  • What number of staff do you may have?
  • What are among the aims of your division right now?

Cite an issue or ache level.

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

  • What challenges and aims led you to search for an answer?
  • What might need occurred in the event you didn’t determine an answer?
  • Did you discover different options earlier than this that didn’t work out? In that case, what occurred?

Talk about the choice course of.

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

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

Clarify how an answer was applied.

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

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

Clarify how the answer works.

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

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

Finish with the outcomes.

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

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

10. Lay out your case examine format.

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

That will help you get a deal with on this step, it is essential to first perceive that there is no such thing as a one-size-fits-all with regards to the methods you’ll be able to current a case examine. They are often very visible, which you will see in among the examples we have included under, and may generally be communicated principally by means of video or images, with a little bit of accompanying textual content.

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

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

When laying out your case examine, deal with conveying the data you’ve got gathered in probably the most clear and concise method attainable. Make it straightforward to scan and comprehend, and be sure you present a lovely call-to-action on the backside — that ought to present readers a chance to be taught extra about your services or products.

11. Publish and promote your case examine.

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

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

Lead Gen in a Weblog Publish

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

Then, promote this weblog publish on social media, by means of a Fb publish or a tweet.

Revealed as a Web page on Your Web site

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

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

1. Title

case study format: title

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The title is without doubt one of the most essential components of your case examine. It ought to draw readers in whereas succinctly describing the potential advantages of working together with your firm. To that finish, your title ought to:

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

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

2. Subtitle

case study format: subtitle

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

The above instance reads:

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

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

3. Govt Abstract

case study format: executive summary

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

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

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

4. Concerning the Firm

case study format: about the company

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Readers have to know and perceive who your buyer is. That is essential for a number of causes: It helps your reader probably relate to your buyer, it defines your superb shopper profile (which is important to discourage poor-fit prospects who might need reached out with out realizing they had been a poor match), and it provides your buyer an oblique boon by subtly selling their services and products.

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

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

case study format: storytelling about the business

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5. Challenges and Goals

case study format: challenges and objectives

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

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

Take the above instance from design consultancy IDEO:

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

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

6. How Product/Service Helped

case study format: how the service helped

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

Regardless of the case could also be, attempt to illustrate how straightforward and pain-free it’s to work with the representatives at your organization. In spite of everything, potential clients aren’t trying to simply buy a product. They’re in search of a reliable supplier that may try to exceed their expectations.

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

7. Outcomes

case study format: results

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

We will’t overstate the significance of the outcomes. In truth, in the event you needed to create a brief case examine, you would embody your title, problem, resolution (how your product helped), and outcome.

8. Supporting Visuals or Quotes

case study format: quote

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

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

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

9. Future Planscase study format: future plans

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That is optionally available, however together with future plans may help you shut on a extra optimistic, personable notice than in the event you had been to easily embody a quote or the outcomes. On this area, you’ll be able to present that your product will stay in your buyer’s tech stack for years to return, or that your companies will proceed to be instrumental to your buyer’s success.

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

10. Name to Motion (CTA)

case study format: call to action

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

It should additionally make it simpler for them to succeed in out, in the event that they’re prepared to start out instantly. You don’t need to lose enterprise simply because they must scroll all the way in which again as much as attain out to your workforce.

That will help you visualize this case examine define, take a look at the case examine template under, which will also be downloaded right here.

case study templates: general

Enterprise Case Examine Examples

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

To indicate you what a well-executed remaining product seems to be like, take a look at a few of these advertising case examine examples.

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

shopify case study example

What’s fascinating about this case examine is the way in which it leads with the shopper. This displays a serious HubSpot worth, which is to at all times remedy for the shopper first. The copy leads with a quick description of why Shopify makes use of HubSpot and is accompanied by a brief video and a few fundamental statistics on the corporate.

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

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

new england journal of medicine medical case study example

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

Discover that the case examine does embody some gentle written copy — which incorporates the most important factors we have urged — however lets the visuals do the speaking, permitting customers to actually take in the studio’s companies.

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

ideo urban farming business case study example

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

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

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

Then, there are the circumstances when visuals can inform nearly your complete story — when executed appropriately. Community safety supplier WatchGuard can do this by means of this video, which tells the story of how its companies enhanced the attendee and vendor expertise on the Windmill Final Frisbee match.

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

hubspot engagement and brand awareness campaign case study example

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

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

trello small business case study example

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

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

7. Fb’s Mercedes Benz Success Story

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

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

facebook automobile industry case study example

Showcasing Your Work

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

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

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The best way to Write a Case Examine: Bookmarkable Information & Template