Write a Case Examine: Bookmarkable Information & Template

Incomes the belief of potential clients could be a wrestle. Earlier than you’ll be able to even start to anticipate to earn their enterprise, you could exhibit your potential to ship on what your services or products guarantees.

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

Positive, you could possibly say that you simply’re nice at X or that you simply’re manner forward of the competitors in terms of Y. However on the finish of the day, what you actually need to win new enterprise is chilly, laborious proof.

Among the finest methods to show your value is thru a compelling case research. In reality, 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

Under, I am going to stroll you thru what a case research is, how you can put together for writing one, what you could 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 beneath to robotically scroll.

Case Examine Definition

A case research is a selected problem a enterprise has confronted, and the answer they’ve chosen to unravel it. Case research can differ vastly in size and give attention to a number of particulars associated to the preliminary problem and utilized answer, and might be offered in varied types like a video, white paper, weblog publish, and many others.

In skilled settings, it is common for a case research 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 in all these key efficiency indicators (KPIs) are examples of your organization’s companies in motion.

When accomplished appropriately, these examples of your work can chronicle the optimistic influence your corporation has on current or earlier clients and assist you to appeal to new purchasers.

Case Examine Templates

That can assist you arm your prospects with data they’ll belief, we have put collectively a step-by-step information on how you can create efficient case research for your corporation with free case research templates for creating your personal.

And to offer you extra choices, we’ll spotlight some helpful templates that serve totally different wants. However keep in mind, there are infinite potentialities in terms of demonstrating the work your corporation has accomplished.

1. Common Case Examine Template

case study templates: general

Beginning off with an easy, generic template could be a nice basis on your case research. With this primary template, your corporation can elaborate on any answer 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 let you know and your buyer’s story higher. And for additional advantage, if you obtain this template you’ll discover bracket prompts for ideation and directions to observe as you fill it in.

2. Knowledge-Pushed Case Examine Template

case study templates: data-driven

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

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

3. Product Particular Case Examine Template

case study template: product specific

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

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

4. Daring Social Media Enterprise Case Examine Template

case study templates: bold social media business

Yow will discover templates that characterize totally different niches, industries, or methods that your corporation has discovered success in — like a daring social media enterprise case research 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 way of collaboration or sale of your service. Customise it to replicate the totally different advertising channels utilized in your corporation and exhibit how effectively your corporation has been in a position to increase site visitors, engagement, follows, and extra.

5. Lead Technology Enterprise Case Examine Template

case study templates: lead generation business

It’s vital to notice that not each case research needs to be the product of a sale or buyer story, typically they are often informative classes that your personal enterprise has skilled. A fantastic instance of that is the Lead Technology Enterprise case research template.

For those who’re trying to share operational successes concerning how your group has improved processes or content material, you must embody the tales of various group members concerned, how the answer was discovered, and the way it has made a distinction within the work your corporation does.

Now that we’ve mentioned totally different templates and concepts for how you can use them, let’s break down how you can create your personal case research with one.

1. Get began with case research templates.

Telling your buyer’s story is a fragile course of — you could spotlight their success whereas naturally incorporating your corporation into their story.

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

2. Decide the case research’s goal.

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

Your first step when writing a case research is to find out the target or aim 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 give attention to will rely upon what you wish to show to your future clients because of publishing this case research.

Your case research can give attention to 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 research medium.

Subsequent, you may decide the medium by which you may create the case research. 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 research can let you promote your ultimate piece on totally different channels. For instance, whereas a written case research would possibly simply reside in your web site and get featured in a Fb publish, you’ll be able to publish an infographic case research on Pinterest and a video case research in your YouTube channel.

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

Written Case Examine

Think about penning this case research 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 research to generate leads for your corporation.

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 good 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 high to backside. As you progress down the infographic, emphasize main KPIs utilizing greater 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 along with your shopper. Any such case research can sound extra actual and human to your viewers — they’re going to know the partnership between you and your shopper was a real success.

4. Discover the fitting case research candidate.

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

Product Data

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

Outstanding Outcomes

Shoppers which have seen one of the best 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 prone to convey the keenness that you really want prospects to really feel, too.

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

Recognizable Names

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


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

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

To get the case research candidate concerned, you must set the stage for clear and open communication. Meaning outlining expectations and a timeline straight away — not having these is among the largest culprits in delayed case research creation.

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

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

Advantages to Provide Your Case Examine Candidate

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

Model Publicity

Clarify to your topic to whom this case research can be uncovered, and the way this publicity can assist enhance their model consciousness each in and past their very own trade. Within the B2B sector, model consciousness might be laborious to gather exterior one’s personal market, making case research notably helpful to a shopper trying to develop their title’s attain.

Worker Publicity

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

Product Low cost

It is a extra tangible incentive you’ll be able to supply your case research 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 research.

Backlinks and Web site Site visitors

This is a profit that’s positive to resonate along with your topic’s advertising group: For those who publish your case research in your web site, and your research hyperlinks again to your topic’s web site — often known as a “backlink” — this small gesture can provide them web site site visitors from guests who click on by way of to your topic’s web site.

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

6. Guarantee you’ve gotten all of the assets you could proceed when you get a response.

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

Let’s break these two down.

Case Examine Launch Type

This doc can differ, relying on components like the dimensions of your corporation, the character of your work, and what you plan to do with the case research as soon as they’re accomplished. That stated, you must sometimes purpose to incorporate the next within the Case Examine Launch Type:

  • A transparent rationalization of why you’re creating this case research and the way it will likely be used.
  • A press release defining the data and probably trademarked data you anticipate to incorporate concerning the firm — issues like names, logos, job titles, and footage.
  • An evidence of what you anticipate from the participant, past the completion of the case research. For instance, is that this buyer prepared to behave as a reference or share suggestions, and do you’ve gotten 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 all the case research course of. Aside from a quick rationalization of how the client will profit from case research participation, you may wish to make sure you outline the next steps within the Success Story Letter.

7. Obtain a case research e mail template.

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

A case research launch kind tells you what you may want out of your chosen topic, like permission to make use of any model names and share the undertaking data publicly. Kick-off this course of with an e mail that runs by way of precisely what they’ll anticipate from you, in addition to what you want from them. To offer you an thought of what that may appear to be, take a look at this pattern e mail:

sample case study email release form template

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

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

The Acceptance

First, you may have to obtain inside approval from the corporate’s advertising group. As soon as accepted, the Launch Type must be signed and returned to you. It is also a superb time to find out a timeline that meets the wants and capabilities of each groups.

The Questionnaire

To make sure that you’ve gotten a productive interview — which is among the greatest methods to gather data for the case research — you may wish to ask the participant to finish a questionnaire earlier than this dialog. That can present your group with the required basis to prepare the interview, and get essentially the most out of it.

The Interview

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

The Draft Overview

After the case research consists, you may wish to ship a draft to the client, permitting a possibility to offer you suggestions and edits.

The Last Approval

As soon as any obligatory edits are accomplished, ship a revised copy of the case research to the client for ultimate approval.

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

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

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

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

Needless to say the questionnaire is designed that will help you achieve insights into what kind of robust, success-focused inquiries to ask throughout the precise interview. And when you get to that stage, we suggest that you simply observe the “Golden Rule of Interviewing.” Sounds fancy, proper? It is truly fairly easy — ask open-ended questions.

For those who’re trying to craft a compelling story, “sure” or “no” solutions will not present the main points you want. Deal with questions that invite elaboration, akin to, “Are you able to describe …?” or, “Inform me about …”

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

Open with the client’s enterprise.

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

  • How lengthy have you ever been in enterprise?
  • What number of staff do you’ve gotten?
  • What are a few of the aims of your division presently?

Cite an issue or ache level.

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

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

Talk about the choice course of.

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

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

Clarify how an answer was carried out.

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

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

Clarify how the answer works.

The aim of this part is to raised perceive how the client is utilizing your services or products. Pattern questions would possibly embody:

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

Finish with the outcomes.

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

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

10. Lay out your case research format.

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

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

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

  • Title: Preserve it brief. Develop a succinct however attention-grabbing undertaking title you can provide the work you probably did along with your topic.
  • Subtitle: Use this copy to briefly elaborate on the accomplishment. What was accomplished? The case research itself will clarify how you bought there.
  • Govt Abstract: A 2-4 sentence abstract of all the story. You may wish 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 might be pulled from a LinkedIn Enterprise profile or shopper web site.
  • Challenges and Aims: A 2-3 paragraph description of the client’s challenges, earlier than utilizing your services or products. This part also needs to embody the targets or aims the client 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 targets. Embody numbers to quantify your contributions.
  • Supporting Visuals or Quotes: Choose one or two highly effective quotes that you’d characteristic on the backside of the sections above, in addition to a visible that helps the story you’re telling.
  • Future Plans: Everybody likes an epilogue. Touch upon what’s forward on your case research topic, whether or not or not these plans contain you.
  • Name to Motion (CTA): Not each case research wants a CTA, however placing a passive one on the finish of your case research can encourage your readers to take an motion in your web site after studying concerning the work you have accomplished.

When laying out your case research, give attention to conveying the data you have gathered in essentially the most clear and concise manner potential. Make it simple to scan and comprehend, and make sure you present a beautiful call-to-action on the backside — that ought to present readers a possibility to be taught extra about your services or products.

11. Publish and promote your case research.

As soon as you have accomplished your case research, it is time to publish and advertise. Some case research codecs have fairly apparent promotional shops — a video case research can go on YouTube, simply as an infographic case research can go on Pinterest.

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

Lead Gen in a Weblog Submit

As acknowledged earlier on this article, written case research make terrific lead-generators if you happen to convert them right into a downloadable format, like a PDF. To generate leads out of your case research, 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 title and e mail deal with in the event that they’d wish to learn the remainder in your PDF.

Then, promote this weblog publish on social media, by way 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 research out within the open to achieve the belief of your audience.

Fairly than gating it behind a touchdown web page, publish your case research 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 high navigation bar.

1. Title

case study format: title

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The title is among the most vital components of your case research. It ought to draw readers in whereas succinctly describing the potential advantages of working along with your firm. To that finish, your title ought to:

  • State the title of your customer. Instantly, the reader should be taught which firm used your services. That is particularly vital in case your buyer has a recognizable model. For those who work with people and never firms, you might omit the title and go along with skilled titles: “A Marketer…”, “A CFO…”, and so forth.
  • State which product your buyer used. Even if you happen to solely supply one services or products, or if your organization title is similar as your product title, you must nonetheless embody the title of your answer. That manner, readers who usually are not conversant in your corporation can turn into conscious of what you promote.
  • Allude to the outcomes achieved. You don’t essentially want to supply laborious numbers, however the title must characterize the advantages, shortly. That manner, if a reader doesn’t keep to learn, they’ll stroll away with essentially 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. Protecting your title brief and candy can be important.

2. Subtitle

case study format: subtitle

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Your subtitle is one other important a part of your case research — don’t skip it, even if you happen to assume you’ve accomplished the work with the title. On this part, embody a quick abstract of the challenges your buyer was dealing with earlier than they started to make use of your services. Then, drive the purpose dwelling 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 by utilizing HubSpot to extend leads and free trial signups.”

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

3. Govt Abstract

case study format: executive summary

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

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

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

4. Concerning the Firm

case study format: about the company

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

Be at liberty to maintain this part so simple as potential. You’ll be able to merely copy and paste data from the corporate’s LinkedIn, use a quote instantly out of your buyer, or take a extra inventive storytelling method.

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

case study format: storytelling about the business

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5. Challenges and Aims

case study format: challenges and objectives

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

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

Take the above instance from design consultancy IDEO:

“Academic alternatives for adults have turn into tough to entry in the US, simply after they’re wanted most. To counter this pattern, 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 the US faces at giant, the efforts its buyer is taking to handle these points, and the steps IDEO took to assist.

6. How Product/Service Helped

case study format: how the service helped

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

Regardless of the case could also be, attempt to illustrate how simple 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 instructional 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 one of the best half is that you simply don’t want to put in writing everything of the case research earlier than sharing them. Like HubSpot, IDEO, and ADP, you’ll be able to embody the outcomes proper beneath the subtitle or government abstract. Use knowledge and numbers to substantiate the success of your efforts, however if you happen to don’t have numbers, you’ll be able to present quotes out of your clients.

We are able to’t overstate the significance of the outcomes. In reality, if you happen to needed to create a brief case research, you could possibly embody your title, problem, answer (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 along with your firm.

Visuals may assist, even when they’re inventory photographs. On one facet, they can assist you convey your buyer’s trade, 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 moderately Conservation Worldwide, an environmental group. This imagery supplies a visually pleasing sample interrupt to the web page, whereas nonetheless conveying what the case research is about.

9. Future Planscase study format: future plans

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

Alternatively, if you happen to work solely on time-bound tasks, you’ll be able to allude to the optimistic influence 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 research wants a CTA, however we’d nonetheless encourage it. Placing one on the finish of your case research will encourage your readers to take an motion in your web site after studying concerning the work you have accomplished.

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

That can assist you visualize this case research define, take a look at the case research template beneath, 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 any case of that, you are left with a bit of piece of gross sales enabling gold — a case research.

To indicate you what a well-executed ultimate product appears to be like like, take a look at a few of these advertising case research examples.

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

shopify case study example

What’s attention-grabbing about this case research is the best way it leads with the client. This displays a serious HubSpot worth, which is to at all times clear up for the client 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 research makes use of combined media. Sure, there’s a brief video, but it surely’s elaborated upon within the further textual content on the web page. So, whereas case research can use one or the opposite, do not be afraid to mix written copy with visuals to emphasise the undertaking’s success.

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

new england journal of medicine medical case study example

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

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

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

ideo urban farming business case study example

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

Instantly, IDEO has communicated two of the case research’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 appeared like, replete with quotes and extra visuals.

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

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

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

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

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

trello small business case study example

This case research 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 targets have 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 carried out and what duties and groups benefited from it. In the direction of the tip, it explains the gross sales outcomes that got here from implementing the software program and contains quotes from decision-makers on the firm that carried out it.

7. Fb’s Mercedes Benz Success Story

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

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

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Showcasing Your Work

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

Editor’s Be aware: 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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