Case Study Template

Why Case Studies Matter

Consumers and businesses are doing more self-guided research than ever on products
and brands before engaging with a sales team member or making a purchase. Case
studies are a great way for you to build trust by showcasing real world results you’ve
gotten for another client or customer.

How to Use This Template

Below you will find a list of questions that will cover the essential elements of your
case study. This should be used when you are gathering information ahead of writing
your case study draft. Many of the questions have prompts for direction.

Your answers to these questions should be specific, clear, and thorough. You can skip
questions that are fundamentally inapplicable to a client situation, but only do so if it
is completely outside of the scope of the case study.

Once complete, you will have complete outline with all the relevant details you’ll
need to create a persuasive and memorable case study.

Background Information
Which of your buyer personas will this case study target?

Limit your answer to one or two personas. If you have a more clearly-defined
audience, your message is more likely to resonate with the right people.

Does this case study relate to a specific product, service, or vertical? If so, which?

What should this case study demonstrate to your readers about your organization?

An ability to be adaptive? The depth and breadth of your experience? Industry-specific

expertise? Your ability to deliver a service?
Section 1: About the Client
What is the full name of the client brand?

What industry are they in, and what is their position within the industry?

Example: Leading health care solutions provider in the Mid-Atlantic region.

What are important details about this client that should be shared?

Do they have multiple locations? How large are they? Etc.

Do you have any client testimonials that can be included in this case study?

If possible, please acquire permission to feature both the name and the job title of
your client contact, in addition to their quote. If you can secure a headshot of them,
even better.

Have you received explicit permission from this client to use their name and logo
for this case study?

Section 2: Their Challenge

What issue, challenge, or pain point did the client want you to address?

Why did they have this problem?

Was this a new problem or a pre-existing one? Was it a result of market forces or
changes within the industry? Or was it an unforeseen consequence of another action?

What were your client’s expected outcomes from working with a vendor to solve
their stated problem?

This answer is critical, as you will circle back to it in section four.

Why did they engage your organization to help?

Were you selected for your expertise? Were they referred to you? Were you selected
from several different options? If so, what were the differentiators that made them
choose you? If the answer here is not terribly remarkable or relevant to your target
persona, you may opt to exclude this detail.

Section 3: Your Solution

How did you approach the challenge?

Did you base your response on experience, or was it a brand new challenge that
required you to think outside of the box? What research did you conduct? Who on your
team was involved?

How was your client involved in this stage?

Did you collaborate with your client on a strategy? Did you collect feedback to inform
what your ultimate solution would look like? Were there pilot or testing phases?

What was the solution?

What did the solution look like? What products or platforms were developed/deployed
or used? Why did you make those choices? (Remember, only include details here that
your target persona would care about.)

What was the timeline?

How long did it take to plan/design/develop your solution? How long did take to
implement?

Section 4: Results
Did your solution solve the client’s stated problem or accomplish their
objective(s)?

(See section one.)

What benefits did your client see because of your work immediately?

Increased employee productivity? A better system, platform or software solution?

These can be soft results.

What benefits should your client see because of your work over time?

Increased sales? Reduced turnover? Improved collaboration?

Are there specific KPIs, measurements, statistics or ROI data you can share that
clearly demonstrates the value of the solution/service/strategy you provided?

Please include what each statistic is, as well as over what period it was measured and
its relevance to the client’s objective. For example, a 250 percent increase in website
traffic over a three-month period.

Which one of those data points would you consider to be the most important?
Why?

Finally, would your client agree that you solved their problem or helped them
achieve their intended goal?
“I Still Need Help with My Case Study…”
If you’ve gotten to the end of this, and you still feel like you need support with your
case study – or if you just want to say hi and ask a few questions – let us know! We’re
always here and happy to help.

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