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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

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47 case interview examples (from McKinsey, BCG, Bain, etc.)

One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

• McKinsey examples
• BCG examples
• Bain examples
• Deloitte examples
• Other firms' examples
• Case books from consulting clubs
• Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

• Beautify case interview (McKinsey website)
• Diconsa case interview (McKinsey website)
• Electro-light case interview (McKinsey website)
• GlobaPharm case interview (McKinsey website)
• National Education case interview (McKinsey website)
• Talbot Trucks case interview (McKinsey website)
• Shops Corporation case interview (McKinsey website)
• Conservation Forever case interview (McKinsey website)
• McKinsey case interview guide (by IGotAnOffer)
• Profitability case with ex-McKinsey manager (by IGotAnOffer)
• McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

• Foods Inc and GenCo case samples  (BCG website)
• Chateau Boomerang written case interview  (BCG website)
• BCG case interview guide (by IGotAnOffer)
• Written cases guide (by IGotAnOffer)
• BCG live case interview with notes (by IGotAnOffer)
• BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
• BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

• CoffeeCo practice case (Bain website)
• FashionCo practice case (Bain website)
• Associate Consultant mock interview video (Bain website)
• Consultant mock interview video (Bain website)
• Written case interview tips (Bain website)
• Bain case interview guide   (by IGotAnOffer)
• Digital transformation case with ex-Bain consultant
• Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

• Engagement Strategy practice case (Deloitte website)
• Recreation Unlimited practice case (Deloitte website)
• Strategic Vision practice case (Deloitte website)
• Retail Strategy practice case  (Deloitte website)
• Finance Strategy practice case  (Deloitte website)
• Talent Management practice case (Deloitte website)
• Enterprise Resource Management practice case (Deloitte website)
• Footloose written case  (by Deloitte)
• Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

• Case interview workbook (by Accenture)
• Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

• Leisure Club case example (by OC&C)
• Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

• Wumbleworld case sample (Oliver Wyman website)
• Aqualine case sample (Oliver Wyman website)
• Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

• Promotion planning case question (A.T. Kearney website)
• Consulting case book and examples (by A.T. Kearney)
• AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

• Presentation overview with sample questions (by Strategy& / PWC)
• Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

• Case interview example video walkthrough   (L.E.K. website)
• Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

• Transit oriented development case webinar part 1  (Roland Berger website)
• Transit oriented development case webinar part 2   (Roland Berger website)
• 3D printed hip implants case webinar part 1   (Roland Berger website)
• 3D printed hip implants case webinar part 2   (Roland Berger website)
• Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

• Case interview example video walkthrough  (Capital One website)
• Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

• Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

• Berkeley case book (2006)
• Columbia case book (2006)
• Darden case book (2012)
• Darden case book (2018)
• Duke case book (2010)
• Duke case book (2014)
• ESADE case book (2011)
• Goizueta case book (2006)
• Illinois case book (2015)
• LBS case book (2006)
• MIT case book (2001)
• Notre Dame case book (2017)
• Ross case book (2010)
• Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

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SDG Good Practices: A Compilation of Success Stories and Lessons Learned in SDG Implementation

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In the six years since the 2030 Agenda and the Sustainable Development Goals (SDGs) were adopted in 2015, many inspiring breakthroughs and success stories are showing results and impacts worldwide. This report aims to highlight examples of good practices, including those that could be replicated or scaled up by others. 

Through an open call for SDG good practices and lessons learned launched by the United Nations Department of Economic and Social Affairs (UN DESA) , over 740 submissions were made from a broad range of stakeholders - from large-scale international initiatives to small-scale ones - that focus on targeted beneficiaries.

Among the results, SDG 17 (Partnerships for the Goals), SDG 1 (No Poverty) and SDG 8 (Decent Work & Economic Growth) are found to be most referred. The report further presents its findings through a regional focus.

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5 Benefits of Learning Through the Case Study Method

• 28 Nov 2023

While several factors make HBS Online unique —including a global Community and real-world outcomes —active learning through the case study method rises to the top.

In a 2023 City Square Associates survey, 74 percent of HBS Online learners who also took a course from another provider said HBS Online’s case method and real-world examples were better by comparison.

Here’s a primer on the case method, five benefits you could gain, and how to experience it for yourself.

Access your free e-book today.

What Is the Harvard Business School Case Study Method?

The case study method , or case method , is a learning technique in which you’re presented with a real-world business challenge and asked how you’d solve it. After working through it yourself and with peers, you’re told how the scenario played out.

HBS pioneered the case method in 1922. Shortly before, in 1921, the first case was written.

“How do you go into an ambiguous situation and get to the bottom of it?” says HBS Professor Jan Rivkin, former senior associate dean and chair of HBS's master of business administration (MBA) program, in a video about the case method . “That skill—the skill of figuring out a course of inquiry to choose a course of action—that skill is as relevant today as it was in 1921.”

Originally developed for the in-person MBA classroom, HBS Online adapted the case method into an engaging, interactive online learning experience in 2014.

In HBS Online courses , you learn about each case from the business professional who experienced it. After reviewing their videos, you’re prompted to take their perspective and explain how you’d handle their situation.

You then get to read peers’ responses, “star” them, and comment to further the discussion. Afterward, you learn how the professional handled it and their key takeaways.

Learn more about HBS Online's approach to the case method in the video below, and subscribe to our YouTube channel for more.

HBS Online’s adaptation of the case method incorporates the famed HBS “cold call,” in which you’re called on at random to make a decision without time to prepare.

“Learning came to life!” said Sheneka Balogun , chief administration officer and chief of staff at LeMoyne-Owen College, of her experience taking the Credential of Readiness (CORe) program . “The videos from the professors, the interactive cold calls where you were randomly selected to participate, and the case studies that enhanced and often captured the essence of objectives and learning goals were all embedded in each module. This made learning fun, engaging, and student-friendly.”

If you’re considering taking a course that leverages the case study method, here are five benefits you could experience.

5 Benefits of Learning Through Case Studies

1. take new perspectives.

The case method prompts you to consider a scenario from another person’s perspective. To work through the situation and come up with a solution, you must consider their circumstances, limitations, risk tolerance, stakeholders, resources, and potential consequences to assess how to respond.

Taking on new perspectives not only can help you navigate your own challenges but also others’. Putting yourself in someone else’s situation to understand their motivations and needs can go a long way when collaborating with stakeholders.

2. Hone Your Decision-Making Skills

Another skill you can build is the ability to make decisions effectively . The case study method forces you to use limited information to decide how to handle a problem—just like in the real world.

Throughout your career, you’ll need to make difficult decisions with incomplete or imperfect information—and sometimes, you won’t feel qualified to do so. Learning through the case method allows you to practice this skill in a low-stakes environment. When facing a real challenge, you’ll be better prepared to think quickly, collaborate with others, and present and defend your solution.

3. Become More Open-Minded

As you collaborate with peers on responses, it becomes clear that not everyone solves problems the same way. Exposing yourself to various approaches and perspectives can help you become a more open-minded professional.

When you’re part of a diverse group of learners from around the world, your experiences, cultures, and backgrounds contribute to a range of opinions on each case.

On the HBS Online course platform, you’re prompted to view and comment on others’ responses, and discussion is encouraged. This practice of considering others’ perspectives can make you more receptive in your career.

“You’d be surprised at how much you can learn from your peers,” said Ratnaditya Jonnalagadda , a software engineer who took CORe.

In addition to interacting with peers in the course platform, Jonnalagadda was part of the HBS Online Community , where he networked with other professionals and continued discussions sparked by course content.

“You get to understand your peers better, and students share examples of businesses implementing a concept from a module you just learned,” Jonnalagadda said. “It’s a very good way to cement the concepts in one's mind.”

4. Enhance Your Curiosity

One byproduct of taking on different perspectives is that it enables you to picture yourself in various roles, industries, and business functions.

“Each case offers an opportunity for students to see what resonates with them, what excites them, what bores them, which role they could imagine inhabiting in their careers,” says former HBS Dean Nitin Nohria in the Harvard Business Review . “Cases stimulate curiosity about the range of opportunities in the world and the many ways that students can make a difference as leaders.”

Through the case method, you can “try on” roles you may not have considered and feel more prepared to change or advance your career .

5. Build Your Self-Confidence

Finally, learning through the case study method can build your confidence. Each time you assume a business leader’s perspective, aim to solve a new challenge, and express and defend your opinions and decisions to peers, you prepare to do the same in your career.

According to a 2022 City Square Associates survey , 84 percent of HBS Online learners report feeling more confident making business decisions after taking a course.

“Self-confidence is difficult to teach or coach, but the case study method seems to instill it in people,” Nohria says in the Harvard Business Review . “There may well be other ways of learning these meta-skills, such as the repeated experience gained through practice or guidance from a gifted coach. However, under the direction of a masterful teacher, the case method can engage students and help them develop powerful meta-skills like no other form of teaching.”

How to Experience the Case Study Method

If the case method seems like a good fit for your learning style, experience it for yourself by taking an HBS Online course. Offerings span eight subject areas, including:

• Business essentials
• Leadership and management
• Entrepreneurship and innovation
• Digital transformation
• Finance and accounting
• Business in society

No matter which course or credential program you choose, you’ll examine case studies from real business professionals, work through their challenges alongside peers, and gain valuable insights to apply to your career.

Are you interested in discovering how HBS Online can help advance your career? Explore our course catalog and download our free guide —complete with interactive workbook sections—to determine if online learning is right for you and which course to take.

About the Author

SDG Good Practices

Related goals.

FIRST OPEN CALL

Second open call, online database.

Many inspiring breakthroughs and success stories are showing results and impacts all over the world, and several good practices can be replicated and scaled up to address existing gaps and constraints. Bringing this global expertise to scale will be critical to support recovery efforts from the COVID-19 pandemic and to accelerate progress towards the Decade of Action to deliver the SDGs.

NEW---Check out the latest SDG Good Practices Special Leaflet for 2022 HLPF !

Second open call for sdg good practices, success stories and lessons learned in the implementation of the 2030 agenda .

New publications is now available here . 

The second open call for SDG good practices, success stories and lessons learned in the implementation of 2030 Agenda was closed on  14 March 2021 . The purpose of this call was to highlight examples of good practices, including those that could be replicated or scaled-up by others across the globe.

The results of the Second Open Call are now available here:  https://sdgs.un.org/partnerships/action-networks/good-practices-second-call

Click the "SECOND OPEN CALL" tab above for more information. 

Find a summary about the SDG Good Practices and a few selected examples from the databank here.

Having questions? Check the FAQ for more information. 

First Open Call for SDG Good Practices (2018 – 2019) 

The United Nations Department of Economic and Social Affairs (UN DESA) launched a call for submissions of good practices, success stories and lessons learned by all stakeholders in the implementation of the 2030 Agenda and the SDGs and the results are made available in an online database of more than 500 good practices.  

Read more about the SDG Good Practices and the First Open call here . 

The outcomes of the first round of SDG Good Practices open call are available  here .  

Summary of outcomes of the first open call (PDF)

A digital publication "SDG Good Practices-A compilation of success stories and lessons learned in SDG implementation (First Edition)" is available. 

*Disclaimer: The SDG good practices online registry provides an opportunity to Member States, the UN system and other stakeholders to showcase SDG-related good practices and success stories. Kindly note that the views presented do not represent those of the United Nations and that the United Nations does not endorse the accuracy or reliability of any advice, opinion, statement or outcomes provided by stakeholders to this platform. The United Nations reserves the right to review submissions and delete proposed SDG good practices at any given time if any content/input is perceived as not aligned with the United Nations Charter and/or the principles and purposes of the United Nations 2030 Agenda for Sustainable Development.

Announcements

Check out the latest SDG Good Practices Special Leaflet for 2022 HLPF !

SDG Good Practices-A compilation of success stories and lessons learned in SDG Implementation-SECOND EDITION is now available! Download here to check the 21 SDG Good Practices selected from the submissions during the second open call.

Thank you for your interest in the Second Open Call for Good Practices, Success Stories and Lessons Learned in the implementation of the 2030 Agenda. 

All submissions have been reviewed by the UN Inter-Agency-Team and the results are now available.

Please, check here for the outcomes of the Second Open call for SDG Good Practices. 

Find a summary about the SDG Good Practices and a few selected examples from the databank  here .

The results of the Second Open Call are now available here .

First Open Call for SDG Good Practices, Success Stories and Lessons Learned in SDG Implementation (2018-2019)

n 2018, UN DESA launched an open call for good practices, success stories and lessons learned in SDG implementation.

More than 700 submissions were received from Governments, the United Nations system, civil society, the private sector and other stakeholders around the world. The submissions were reviewed by a team of experts from around 20 United Nations entities. The outcome of the open call was made available in 2019 in the form of an online platform showcasing more than 500 SDG good practices, with clear evidence of results and impact. 

Read more about the first open call. 

A digital publication "SDG Good Practices-A compilation of success stories and lessons learned in SDG implementation (First Edition)"  , which features 16 SDG Good Practices from across the globe in response to the first open call. 

Second Open Call: Towards the Decade of Action to Deliver the Sustainable Development Goals

Sdg good practices, success stories and lessons learned in the implementation of the 2030 agenda.

Five years into the implementation of the 2030 Agenda and the Sustainable Development Goals (SDGs), many Governments, UN entities, international and regional organizations, and stakeholders from all sectors, have accumulated experiences and lessons learned towards the implementation of the SDGs.

What are the inspiring breakthroughs and success stories that are showing results and impacts? What are the good practices that can be replicated and scaled up? What are the gaps and constraints and how should we address them? Looking ahead, what steps should we take to accelerate progress?

To help answer these and other questions, the United Nations Department of Economic and Social Affairs (UN DESA) launched a first call for submissions of good practices, success stories and lessons learned by all stakeholders in the implementation of the 2030 Agenda and the SDGs and the results are made available in an online database of more than 500 good practices. To search the submissions including by sorting them by individual SDGs, click here and select the "SDG Good Practices (first call)" checkbox under the "Action Network & Databases" section in the left column.

A second open call for SDG good practices, success stories, and lessons learned was conducted from 2 December 2020 to 14 March 2021 . The purpose of this call was to highlight examples of good practices, including those that could be replicated or scaled-up by others across the globe.

More than 700 completed submissions were reviewed. The outcomes are available here:  https://sdgs.un.org/partnerships/action-networks/good-practices-second-call

NEW PUBLICATION

A new publication, SDG Good Practices- A compilation of success stories and lessons learned in SDG implementation-Second Edition , curated to highlight a sample of selected initiatives from different stakeholders featured in the second open call for SDG Good Practices is now available. The 21 SDG Good Practices contained in the publication shared their lessons learned and identified practices that can inspire and be replicated worldwide.

CRITERIA FOR REVIEW

A dedicated inter-agency team comprised of experts from across the United Nations System analyzed each of the submissions and decided whether they would be approved to be identified as SDG Good Practices. Members of the Inter-Agency Team represented the following 24 United Nations Entities: CBD, ECE, ECLAC, ESCAP, ESCWA, FAO, IAEA, ILO, IMO, IOM, ITU, UNCTAD, UN DESA, UNDP, UNDRR, UNEP, UNFPA, UN-HABITAT, UNIDO, UNITAR, UNODC, UNU, UNWOMEN, WTO. UNDESA expresses its deepest gratitude to all experts who collaborated with this Initiative. 

Review criteria included: SDG-Specific; Results-focused; Inclusiveness; Accountability, Sustainability and Replicability. Please, check details about review criteria here .

HOW TO PARTICIPATE

Governments, UN entities, international and regional organizations, and stakeholders from all relevant sectors and regions could submit proposals. Submissions of good practices, e.g. policy, programme or project, should be directly related to the achievement of one or more of the seventeen. Submissions should show inspiring breakthroughs, lessons learned, and success stories related to the implementation and follow up of the Sustainable Development Goals at any level (global, regional, national and sub-national).

Registration is now closed. 

After the submissions and the analysis by the inter-agency task team, results were made available online for easy access and broad dissemination.

Where applicable, the submissions will serve as inputs to thematic preparations for sessions of the High-Level Political Forum on Sustainable Development (HLPF). Submissions will be promoted by UNDESA/DSDG on a regular basis.

The online portal for submission is closed on 14 March 2021.

Outcomes were published in June 2021:  https://sdgs.un.org/partnerships/action-networks/good-practices-second-call

PROMOTIONAL FLYER

Still have questions? Check the FAQ or send a message to [email protected] with the subject “ SDG Good Practices ”.

Explore and search the outcomes of the second open call (2020-2021) for SDG Good practices here  (choose SDG Good Practice second call in the menu on the left side)

To explore and search for the first open call (2018-2019) for SDG Good Practices, check our online database  (choose SDG Good Practice first call in the menu on the left side)

Additional Resources

• SDG Good Practice Special Leaflet for 2022 HLPF

Frequently Asked Questions for the Second Open Call for SDG Good Practices

• Second Open Call Application Form

Background documents

• Second Open Call Summary

SDG Good Practices: A compilation of success stories and lessons learned in SDG Implementation-SECOND EDITION

Sdg good practices-a compilation of success stories and lessons learned in sdg implementation (first edition), good practices on sdg implementation: inspiring examples to drive change.

UN DESA hosted the online event "Good Practices on SDG Implementation - Inspiring Examples to Dri

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What the Case Study Method Really Teaches

• Nitin Nohria

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

• Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

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More From Forbes

Creating an effective case study: 12 important tips to remember.

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The practical application of a theory or idea is the most effective way of demonstrating its usefulness. Case studies allow for the dissection of practical applications to uncover the thinking that led to them.

The best thing about case studies is that they can be used as a learning tool for both successful concepts as well as failed ones, while also serving as a valuable business card when approaching new customers. Developing a case study, however, requires delving into the background of a project and uncovering what made it good or bad. In addition, the information has to be packed in such a way to emphasize your skills and creativity without being overly promotional.

To help, 12 members of Forbes Agency Council examine the key elements to keep in mind when creating an effective case study.

Members explain how to create an effective and powerful case study for your business.

1. Don't Make It About Yourself

The wrong way to approach a case study is to make it about you and your process. The reader cares less about your motivation and more about the results your efforts created. Start off by describing the results that you created and then go into the general detail of your strategic and tactical approach to delivering those results. - John Gumas , Gumas Advertising

2. Tell A Story

The best case studies tell a story, rather than recite a chronology of facts or data points. To create a story arc, start with a few sentences describing the situation, followed by a few sentences highlighting the "dramatic tension" (e.g. X almost happened, Y threatened to derail the effort), and conclude with a few sentences tying the resolution to the value or point of the product or service. - Beth Noymer Levine , SmartMouth Communications

3. Lead With A Solution

Case studies are, by their very nature, boring. It is important to break past that by creating case studies that strike at the very problem a lead needs help with. Leading with a problem and demonstrating how you fixed it is the best way to get attention -- especially if it can be produced in an engaging way, such as through video or audio media. - Stefan Pollack , The Pollack PR Marketing Group

4. Include Relevant Data

It's great that you worked with a certain company, but what did you really do for them? That should be defined in the case study. If you can't define it in numbers and results, then think about using the brand in a testimonial instead. A case study is just that -- a study of what happened in a particular case. Make sure you tell the whole story. - Christine Wetzler , Pietryla PR

5. Always Use Specific Numbers

If you're going to show an increase in a certain metric, use the actual number. When you say something like "we increased conversions by 500%," it sets off a red flag for people. They'll think you just made it up. But if you show real numbers and even have the screenshots to back it up, it'll become more relevant and believable. - Greg Trimble , Lemonade Stand

6. Keep It Succinct And Pass On The Fluff

The vast majority of people skim content, including case studies. You have to put yourself in your prospect's shoes and understand what they want. They're primarily looking for the success you've provided the client. So focus on that and skip on any fluff content that doesn't align around that. - Nishank Khanna , Demand Roll

7. Tailor Them To Your Audience

Sure, you're going to have generic case studies, but when seeing a client, ensure that you really understand the problem the client faces. Then make your case show how you've solved the problem before. You can highlight different capabilities based on different needs of the client. - Emilie Tabor , IMA - Influencer Marketing Agency

8. Make It Multi-Format

If you can get case studies, quotes and testimonials, always include hard data and tie it to revenue or cost stories. Beyond this, make it multi-format by leveraging graphics, video and text so that it can be consumed and promoted on various platforms. This will maximize the exposure and utility for your successful client case studies. - Zamir Javer , Jumpfactor

9. Let The Images Do The Work

Aside from ensuring a case study is focused on the problem your brand has solved for a customer, nothing brings it to life more than imagery. In lieu of a long-form case study, consider a photo essay with solid captions narrating the case study as a better option for illustrating the value of your product or service and keeping audiences truly engaged. - Emily Porter , Havas Formula

10. Paint A Picture For Your Prospect

Highlighting your wins is great, but remember that a case study should showcase how you solved a client's most pressing problem so that a new prospect can see how you got from point A to Z. This is how we like to tell our clients' success stories: client profile, the challenge, results, strategy and looking toward the future. Remember, the results are just one piece of the puzzle. - Bernard May , National Positions

11. Abstract It First

We think if we write it, someone will accept it. If you remove the outlet from the process, more often, you'll need to rewrite it. Develop the abstract or a couple of abstracts with four elements: company's expertise and solution; customer's industry and challenges; what solution you delivered; why that solution is so innovative. Offer the outlet a chance to contribute, then write with insight. - Dean Trevelino , Trevelino/Keller

12. Know When To Insert Them Into The Campaign

We've analyzed user footprint data on the inbound journey and see a clear trend. Most people are only interested in case studies once they are convinced that a service provider could be a good fit for them. Case studies usually come after reviewing staff profiles and thought leadership content. Insert them too soon and they lose their value in the sales campaign. - Randy Shattuck , The Shattuck Group

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What Is a Case Study? How to Write, Examples, and Template

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How to write a case study

Case study template, case study examples, types of case studies, what are the benefits of case studies , what are the limitations of case studies , case study vs. testimonial.

In today's marketplace, conveying your product's value through a compelling narrative is crucial to genuinely connecting with your customers.

Your business can use marketing analytics tools to understand what customers want to know about your product. Once you have this information, the next step is to showcase your product and its benefits to your target audience. This strategy involves a mix of data, analysis, and storytelling. Combining these elements allows you to create a narrative that engages your audience. So, how can you do this effectively?

What is a case study? 

A case study is a powerful tool for showcasing a business's success in helping clients achieve their goals. It's a form of storytelling that details real-world scenarios where a business implemented its solutions to deliver positive results for a client.

In this article, we explore the concept of a case study , including its writing process, benefits, various types, challenges, and more.

Understanding how to write a case study is an invaluable skill. You'll need to embrace decision-making – from deciding which customers to feature to designing the best format to make them as engaging as possible.  This can feel overwhelming in a hurry, so let's break it down.

Step 1: Reach out to the target persona

If you've been in business for a while, you have no shortage of happy customers. But w ith limited time and resources, you can't choose everyone.  So, take some time beforehand to flesh out your target buyer personas. 

Once you know precisely who you're targeting, go through your stable of happy customers to find a buyer representative of the audience you're trying to reach. The closer their problems, goals, and industries align, the more your case study will resonate.

What if you have more than one buyer persona? No problem. This is a common situation for companies because buyers comprise an entire committee. You might be marketing to procurement experts, executives, engineers, etc. Try to develop a case study tailored to each key persona. This might be a long-term goal, and that's fine. The better you can personalize the experience for each stakeholder, the easier it is to keep their attention.  

Here are a few considerations to think about before research:

• Products/services of yours the customer uses (and how familiar they are with them)
• The customer's brand recognition in the industry
• Whether the results they've achieved are specific and remarkable
• Whether they've switched from a competitor's product/service
• How closely aligned they are with your target audience

These items are just a jumping-off point as you develop your criteria.  Once you have a list, run each customer through it to determine your top targets. Approach the ones on the top (your "dream" case study subjects) and work your way down as needed.

Who to interview

You should consider interviewing top-level managers or executives because those are high-profile positions. But consider how close they are to your product and its results.

Focusing on an office manager or engineer who uses your product daily would be better. Look for someone with a courtside view of the effects.

The ways to request customer participation in case studies can vary, but certain principles can improve your chances:

• Make it easy for customers to work with you, respecting their valuable time. Be well-prepared and minimize their involvement.
• Emphasize how customers will benefit through increased publicity, revenue opportunities, or recognition for their success. 
• Acknowledge their contributions and showcase their achievements.
• Standardizing the request process with a script incorporating these principles can help your team consistently secure case study approvals and track performance.

Step 2: Prepare for the interview

Case study interviews are like school exams. The more prepared you are for them, the better they turn out. Preparing thoroughly also shows participants that you value their time. You don't waste precious minutes rehashing things you should have already known. You focus on getting the information you need as efficiently as possible.

You can conduct your case study interview in multiple formats, from exchanging emails to in-person interviews. This isn't a trivial decision.  As you'll see in the chart below, each format has its unique advantages and disadvantages. 

You'll also have to consider who will ask and answer the questions during your case study interview. It's wise to consider this while considering the case study format.  The number of participants factors into which format will work best. Pulling off an in-person interview becomes much harder if you're trying to juggle four or five people's busy schedules. Try a video conference instead.

Before interviewing your case study participant, it is crucial to identify the specific questions that need to be asked.  It's essential to thoroughly evaluate your collaboration with the client and understand how your product's contributions impact the company. 

Remember that structuring your case study is akin to crafting a compelling narrative. To achieve this, follow a structured approach:

• Beginning of your story. Delve into the customer's challenge that ultimately led them to do business with you. What were their problems like? What drove them to make a decision finally? Why did they choose you?
• The middle of the case study.  Your audience also wants to know about the experience of working with you. Your customer has taken action to address their problems. What happened once you got on board?
• An ending that makes you the hero.  Describe the specific results your company produced for the customer. How has the customer's business (and life) changed once they implemented your solution?

Sample questions for the case study interview

If you're preparing for a case study interview, here are some sample case study research questions to help you get started:

• What challenges led you to seek a solution?
• When did you realize the need for immediate action? Was there a tipping point?
• How did you decide on the criteria for choosing a B2B solution, and who was involved?
• What set our product or service apart from others you considered?
• How was your experience working with us post-purchase?
• Were there any pleasant surprises or exceeded expectations during our collaboration?
• How smoothly did your team integrate our solution into their workflows?
• How long before you started seeing positive results?
• How have you benefited from our products or services?
• How do you measure the value our product or service provides?

Step 3: Conduct the interview

Preparing for case study interviews can be different from everyday conversations. Here are some tips to keep in mind:

• Create a comfortable atmosphere.  Before diving into the discussion, talk about their business and personal interests. Ensure everyone is at ease, and address any questions or concerns.
• Prioritize key questions.  Lead with your most crucial questions to respect your customer's time. Interview lengths can vary, so starting with the essentials ensures you get the vital information.
• Be flexible.  Case study interviews don't have to be rigid. If your interviewee goes "off script," embrace it. Their spontaneous responses often provide valuable insights.
• Record the interview.  If not conducted via email, ask for permission to record the interview. This lets you focus on the conversation and capture valuable quotes without distractions.

Step 4: Figure out who will create the case study

When creating written case studies for your business, deciding who should handle the writing depends on cost, perspective, and revisions.

Outsourcing might be pricier, but it ensures a professionally crafted outcome. On the other hand, in-house writing has its considerations, including understanding your customers and products. 

Technical expertise and equipment are needed for video case studies, which often leads companies to consider outsourcing due to production and editing costs. 

Tip: When outsourcing work, it's essential to clearly understand pricing details to avoid surprises and unexpected charges during payment.

Step 5: Utilize storytelling

Understanding and applying storytelling elements can make your case studies unforgettable, offering a competitive edge. 

Source: The Framework Bank

Every great study follows a narrative arc (also called a "story arc"). This arc represents how a character faces challenges, struggles against raising stakes, and encounters a formidable obstacle before the tension resolves.

In a case study narrative, consider:

• Exposition. Provide background information about the company, revealing their "old life" before becoming your customer.
• Inciting incident. Highlight the problem that drove the customer to seek a solution, creating a sense of urgency.
• Obstacles (rising action). Describe the customer's journey in researching and evaluating solutions, building tension as they explore options.
• Midpoint. Explain what made the business choose your product or service and what set you apart.
• Climax. Showcase the success achieved with your product.
• Denouement. Describe the customer's transformed business and end with a call-to-action for the reader to take the next step.

Step 6: Design the case study

The adage "Don't judge a book by its cover" is familiar, but people tend to do just that quite often!

A poor layout can deter readers even if you have an outstanding case study. To create an engaging case study, follow these steps:

• Craft a compelling title. Just like you wouldn't read a newspaper article without an eye-catching headline, the same goes for case studies. Start with a title that grabs attention.
• Organize your content. Break down your content into different sections, such as challenges, results, etc. Each section can also include subsections. This case study approach divides the content into manageable portions, preventing readers from feeling overwhelmed by lengthy blocks of text.
• Conciseness is key. Keep your case study as concise as possible. The most compelling case studies are precisely long enough to introduce the customer's challenge, experience with your solution, and outstanding results. Prioritize clarity and omit any sections that may detract from the main storyline.
• Utilize visual elements. To break up text and maintain reader interest, incorporate visual elements like callout boxes, bulleted lists, and sidebars.
• Include charts and images. Summarize results and simplify complex topics by including pictures and charts. Visual aids enhance the overall appeal of your case study.
• Embrace white space. Avoid overwhelming walls of text to prevent reader fatigue. Opt for plenty of white space, use shorter paragraphs, and employ subsections to ensure easy readability and navigation.
• Enhance video case studies. In video case studies, elements like music, fonts, and color grading are pivotal in setting the right tone. Choose music that complements your message and use it strategically throughout your story. Carefully select fonts to convey the desired style, and consider how lighting and color grading can influence the mood. These elements collectively help create the desired tone for your video case study.

Step 7: Edits and revisions

Once you've finished the interview and created your case study, the hardest part is over. Now's the time for editing and revision. This might feel frustrating for impatient B2B marketers, but it can turn good stories into great ones.

Ideally, you'll want to submit your case study through two different rounds of editing and revisions:

• Internal review. Seek feedback from various team members to ensure your case study is captivating and error-free. Gather perspectives from marketing, sales, and those in close contact with customers for well-rounded insights. Use patterns from this feedback to guide revisions and apply lessons to future case studies.
• Customer feedback. Share the case study with customers to make them feel valued and ensure accuracy. Let them review quotes and data points, as they are the "heroes" of the story, and their logos will be prominently featured. This step maintains positive customer relationships.

Case study mistakes to avoid

• Ensure easy access to case studies on your website.
• Spotlight the customer, not just your business.
• Tailor each case study to a specific audience.
• Avoid excessive industry jargon in your content.

Step 8: Publishing

Take a moment to proofread your case study one more time carefully. Even if you're reasonably confident you've caught all the errors, it's always a good idea to check. Your case study will be a valuable marketing tool for years, so it's worth the investment to ensure it's flawless. Once done, your case study is all set to go!

Consider sharing a copy of the completed case study with your customer as a thoughtful gesture. They'll likely appreciate it; some may want to keep it for their records. After all, your case study wouldn't have been possible without their help, and they deserve to see the final product.

Where you publish your case study depends on its role in your overall marketing strategy. If you want to reach as many people as possible with your case study, consider publishing it on your website and social media platforms. 

Tip: Some companies prefer to keep their case studies exclusive, making them available only to those who request them. This approach is often taken to control access to valuable information and to engage more deeply with potential customers who express specific interests. It can create a sense of exclusivity and encourage interested parties to engage directly with the company.

Step 9: Case study distribution

When sharing individual case studies, concentrate on reaching the audience with the most influence on purchasing decisions

Here are some common distribution channels to consider:

• Sales teams. Share case studies to enhance customer interactions, retention , and upselling among your sales and customer success teams. Keep them updated on new studies and offer easily accessible formats like PDFs or landing page links.
• Company website. Feature case studies on your website to establish authority and provide valuable information to potential buyers. Organize them by categories such as location, size, industry, challenges, and products or services used for effective presentation.
• Events. Use live events like conferences and webinars to distribute printed case study copies, showcase video case studies at trade show booths, and conclude webinars with links to your case study library. This creative approach blends personal interactions with compelling content.
• Industry journalists. Engage relevant industry journalists to gain media coverage by identifying suitable publications and journalists covering related topics. Building relationships is vital, and platforms like HARO (Help A Reporter Out) can facilitate connections, especially if your competitors have received coverage before.

Want to learn more about Marketing Analytics Software? Explore Marketing Analytics products.

It can seem daunting to transform the information you've gathered into a cohesive narrative.  We’ve created a versatile case study template that can serve as a solid starting point for your case study.

With this template, your business can explore any solutions offered to satisfied customers, covering their background, the factors that led them to choose your services, and their outcomes.

The template boasts a straightforward design, featuring distinct sections that guide you in effectively narrating your and your customer's story. However, remember that limitless ways to showcase your business's accomplishments exist.

To assist you in this process, here's a breakdown of the recommended sections to include in a case study:

• Title.  Keep it concise. Create a brief yet engaging project title summarizing your work with your subject. Consider your title like a newspaper headline; do it well, and readers will want to learn more. 
• Subtitle . Use this section to elaborate on the achievement briefly. Make it creative and catchy to engage your audience.
• Executive summary.  Use this as an overview of the story, followed by 2-3 bullet points highlighting key success metrics.
• Challenges and objectives. This section describes the customer's challenges before adopting your product or service, along with the goals or objectives they sought to achieve.
• How product/service helped.  A paragraph explaining how your product or service addressed their problem.
• Testimonials.  Incorporate short quotes or statements from the individuals involved in the case study, sharing their perspectives and experiences.
• Supporting visuals.  Include one or two impactful visuals, such as graphs, infographics, or highlighted metrics, that reinforce the narrative.
• Call to action (CTA).  If you do your job well, your audience will read (or watch) your case studies from beginning to end. They are interested in everything you've said. Now, what's the next step they should take to continue their relationship with you? Give people a simple action they can complete. 

Case studies are proven marketing strategies in a wide variety of B2B industries. Here are just a few examples of a case study:

• Amazon Web Services, Inc.  provides companies with cloud computing platforms and APIs on a metered, pay-as-you-go basis. This case study example illustrates the benefits Thomson Reuters experienced using AWS.
• LinkedIn Marketing Solutions combines captivating visuals with measurable results in the case study created for BlackRock. This case study illustrates how LinkedIn has contributed to the growth of BlackRock's brand awareness over the years. 
• Salesforce , a sales and marketing automation SaaS solutions provider, seamlessly integrates written and visual elements to convey its success stories with Pepe Jeans. This case study effectively demonstrates how Pepe Jeans is captivating online shoppers with immersive and context-driven e-commerce experiences through Salesforce.
• HubSpot offers a combination of sales and marketing tools. Their case study demonstrates the effectiveness of its all-in-one solutions. These typically focus on a particular client's journey and how HubSpot helped them achieve significant results.

There are two different types of case studies that businesses might utilize:

Written case studies 

Written case studies offer readers a clear visual representation of data, which helps them quickly identify and focus on the information that matters most. 

Printed versions of case studies find their place at events like trade shows, where they serve as valuable sales collateral to engage prospective clients.  Even in the digital age, many businesses provide case studies in PDF format or as web-based landing pages, improving accessibility for their audience. 

Note: Landing pages , in particular, offer the flexibility to incorporate rich multimedia content, including images, charts, and videos. This flexibility in design makes landing pages an attractive choice for presenting detailed content to the audience.

Written case study advantages

Here are several significant advantages to leveraging case studies for your company:

• Hyperlink accessibility.  Whether in PDF or landing page format, written case studies allow for embedded hyperlinks, offering prospects easy access to additional information and contact forms.
• Flexible engagement.  Unlike video case studies, which may demand in-person arrangements, written case studies can be conducted via phone or video streaming, reducing customer commitment and simplifying scheduling.
• Efficient scanning . Well-structured written case studies with a scannable format cater to time-strapped professionals. Charts and callout boxes with key statistics enhance the ease of information retrieval.
• Printable for offline use.  Written case studies can be effortlessly printed and distributed at trade shows, sales meetings, and live events. This tangible format accommodates those who prefer physical materials and provides versatility in outreach, unlike video content, which is less portable.

Written case study disadvantages

Here are some drawbacks associated with the use of case studies:

• Reduced emotional impact.  Written content lacks the emotional punch of live video testimonials, which engage more senses and emotions, making a stronger connection.
• Consider time investment.  Creating a compelling case study involves editing, proofreading, and design collaboration, with multiple revisions commonly required before publication.
• Challenges in maintaining attention.  Attention spans are short in today's ad-saturated world. Using graphics, infographics, and videos more often is more powerful to incite the right emotions in customers.

Video case studies

Video case studies are the latest marketing trend. Unlike in the past, when video production was costly, today's tools make it more accessible for users to create and edit their videos. However, specific technical requirements still apply.

Like written case studies, video case studies delve into a specific customer's challenges and how your business provides solutions. Yet, the video offers a more profound connection by showcasing the person who faced and conquered the problem.

Video case studies can boost brand exposure when shared on platforms like YouTube. For example, Slack's engaging case study video with Sandwich Video illustrates how Slack transformed its workflow and adds humor, which can be challenging in written case studies focused on factual evidence.

Source : YouTube

This video case study has garnered nearly a million views on YouTube.

Video case study advantages

Here are some of the top advantages of video case studies. While video testimonials take more time, the payoff can be worth it. 

• Humanization and authenticity.  Video case studies connect viewers with real people, adding authenticity and fostering a stronger emotional connection.
• Engaging multiple senses.  They engage both auditory and visual senses, enhancing credibility and emotional impact. Charts, statistics, and images can also be incorporated.
• Broad distribution.  Videos can be shared on websites, YouTube, social media, and more, reaching diverse audiences and boosting engagement, especially on social platforms.

Video case study disadvantages

Before fully committing to video testimonials, consider the following:

• Technical expertise and equipment.  Video production requires technical know-how and equipment, which can be costly. Skilled video editing is essential to maintain a professional image. While technology advances, producing amateurish videos may harm your brand's perception.
• Viewer convenience.  Some prospects prefer written formats due to faster reading and ease of navigation. Video typically requires sound, which can be inconvenient for viewers in specific settings. Many people may not have headphones readily available to watch your content.
• Demand on case study participants.  On-camera interviews can be time-consuming and location-dependent, making scheduling challenging for case study participants. Additionally, being on screen for a global audience may create insecurities and performance pressure.
• Comfort on camera.  Not everyone feels at ease on camera. Nervousness or a different on-screen persona can impact the effectiveness of the testimonial, and discovering this late in the process can be problematic.

Written or video case studies: Which is right for you?

Now that you know the pros and cons of each, how do you choose which is right for you?

One of the most significant factors in doing video case studies can be the technical expertise and equipment required for a high level of production quality. Whether you have the budget to do this in-house or hire a production company can be one of the major deciding factors.

Still, written or video doesn't have to be an either-or decision. Some B2B companies are using both formats. They can complement each other nicely, minimizing the downsides mentioned above and reaching your potential customers where they prefer.

Let's say you're selling IT network security. What you offer is invaluable but complicated. You could create a short (three- or four-minute) video case study to get attention and touch on the significant benefits of your services. This whets the viewer's appetite for more information, which they could find in a written case study that supplements the video.

Should you decide to test the water in video case studies, test their effectiveness among your target audience. See how well they work for your company and sales team. And, just like a written case study, you can always find ways to improve your process as you continue exploring video case studies.

Case studies offer several distinctive advantages, making them an ideal tool for businesses to market their products to customers. However, their benefits extend beyond these qualities. 

Here's an overview of all the advantages of case studies:

Valuable sales support

Case studies serve as a valuable resource for your sales endeavors. Buyers frequently require additional information before finalizing a purchase decision. These studies provide concrete evidence of your product or service's effectiveness, assisting your sales representatives in closing deals more efficiently, especially with customers with lingering uncertainties.

Validating your value

Case studies serve as evidence of your product or service's worth or value proposition , playing a role in building trust with potential customers. By showcasing successful partnerships, you make it easier for prospects to place trust in your offerings. This effect is particularly notable when the featured customer holds a reputable status.

Unique and engaging content

By working closely with your customer success teams, you can uncover various customer stories that resonate with different prospects. Case studies allow marketers to shape product features and benefits into compelling narratives. 

Each case study's distinctiveness, mirroring the uniqueness of every customer's journey, makes them a valuable source of relatable and engaging content. Storytelling possesses the unique ability to connect with audiences on an emotional level, a dimension that statistics alone often cannot achieve. 

Spotlighting valuable customers

Case studies provide a valuable platform for showcasing your esteemed customers. Featuring them in these studies offers a chance to give them visibility and express your gratitude for the partnership, which can enhance customer loyalty . Depending on the company you are writing about, it can also demonstrate the caliber of your business.

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It's important to consider limitations when designing and interpreting the results of case studies. Here's an overview of the limitations of case studies:

Challenges in replication

Case studies often focus on specific individuals, organizations, or situations, making generalizing their findings to broader populations or contexts challenging. 

Time-intensive process

Case studies require a significant time investment. The extensive data collection process and the need for comprehensive analysis can be demanding, especially for researchers who are new to this method.

Potential for errors

Case studies can be influenced by memory and judgment, potentially leading to inaccuracies. Depending on human memory to reconstruct a case's history may result in variations and potential inconsistencies in how individuals recall past events. Additionally, bias may emerge, as individuals tend to prioritize what they consider most significant, which could limit their consideration of alternative perspectives.

Challenges in verification

Confirming results through additional research can present difficulties. This complexity arises from the need for detailed and extensive data in the initial creation of a case study. Consequently, this process requires significant effort and a substantial amount of time.

While looking at case studies, you may have noticed a quote. This type of quote is considered a testimonial, a key element of case studies.

If a customer's quote proves that your brand does what it says it will or performs as expected, you may wonder: 'Aren't customer testimonials and case studies the same thing?' Not exactly.

Testimonials are brief endorsements designed to establish trust on a broad scale. In contrast, case studies are detailed narratives that offer a comprehensive understanding of how a product or service addresses a specific problem, targeting a more focused audience. 

Crafting case studies requires more resources and a structured approach than testimonials. Your selection between the two depends on your marketing objectives and the complexity of your product or service.

Case in point!

Case studies are among a company's most effective tools. You're  well on your way to mastering them.

Today's buyers are tackling much of the case study research methodology independently. Many are understandably skeptical before making a buying decision. By connecting them with multiple case studies, you can prove you've gotten the results you say you can. There's hardly a better way to boost your credibility and persuade them to consider your solution.

Case study formats and distribution methods might change as technology evolves. However, the fundamentals that make them effective—knowing how to choose subjects, conduct interviews, and structure everything to get attention—will serve you for as long as you're in business. 

We covered a ton of concepts and resources, so go ahead and bookmark this page. You can refer to it whenever you have questions or need a refresher.

Dive into market research to uncover customer preferences and spending habits.

Kristen McCabe

Kristen’s is a former senior content marketing specialist at G2. Her global marketing experience extends from Australia to Chicago, with expertise in B2B and B2C industries. Specializing in content, conversions, and events, Kristen spends her time outside of work time acting, learning nature photography, and joining in the #instadog fun with her Pug/Jack Russell, Bella. (she/her/hers)

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end. You can upload your own interactive elements or check stock image sites like Shutterstock, Adobe Stock, iStock, and many more. For example, Icons8, one of the largest hubs for icons, illustrations, and photos, offers both static and animated options for almost all its graphics, whether you need profile icons to represent different user personas or data report illustrations to show your findings.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period, making it ideal for any real estate platform .
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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11 Tips For Creating a More Effective Case Study (With Examples)

Are you using case studies to promote your business? If you’re not, it’s a good idea to consider including them in your content marketing.

Because case studies are a powerful tool to increase sales and drive conversions.

They provide real-life examples of how your brand helps customers reach their goals.

An in-depth case study highlights your successes and allows you to show rather than tell prospective customers how you can help them reach their goals.

However, writing a solid case study can be a challenge. Many examples I see online are bland, thin, and don’t deliver the value they could.

It’s time to change that. In this article, I detail 11 actionable tips explaining how to write a case study.

Let’s get started with tip number one.

1. Write About Someone Your Ideal Customer Will Relate To

Do you know who your ideal customer is ? If it’s someone in the education industry, make case studies about your university customers. If it’s someone in the automobile industry, make your case studies about auto parts and accessories manufacturers. Whatever niche you’re in, case studies give you the perfect way to reach your target market.

The goal is to ensure that your case study shows prospective customers that you are:

• comfortable in their industry
• understand their industry’s specific needs
• know how to give their industry targeted results

Think about it on a smaller level, such as when you’re reading a how-to blog post — most posts are geared toward average readers.

However, when you see a post explicitly designed for your needs (such as online marketing for the healthcare industry), you are more likely to understand and apply the information.

The same is true with case studies – people who read about results in their industry can see the possibilities. Writing case studies also positions you as an expert in your sector, helping to boost your authority and give consumers confidence.

2. Tell the Story from Start to Finish

In today’s fast-paced and competitive world, storytelling matters . Telling a memorable story as a content writer sets you apart and positions you as the go-to expert in your industry.

Storytelling is the most powerful way to breathe life into your content and brand. It’s the art of communicating an event, project, or experience in an interesting and relatable manner.

In a nutshell, it’s about time you tap into the power of storytelling if you want your readers to really know your customers.

When you’re considering writing a case study, look at:

• Who is the sample customer, and what do they do?
• What were the customer’s goals?
• What were the customer’s needs?
• How did you satisfy those needs and help customers meet their goals?

Then, apply the same rules as you would with any other form of storytelling by including a beginning, a middle, and an end.

Interesting Beginning

The image below shows how Nick Francis from HelpScout started his story with a strong line. You have to keep reading after such a captivating beginning.

Expository Middle

Remember that this is the meat of your story – the main body.  It must resonate with people. Here are some tips to help you achieve that:

• Use persuasive words, encouraging people to act.
• Lay out your thoughts and advice clearly by using bulleted points.
• Include interactive videos to make your story truly engaging. 
• Go straight to the point; avoid needless words.
• Outline the results your existing clients and students achieved by working with you.

For inspiration on the above, look at the NP digital case study library .

Action-Oriented Conclusion

Make your conclusion action-oriented. In other words, tell y our prospects what to do next and how to do it.

However, don’t bore readers and potential clients after you’ve persuaded them with a high-quality expository middle.

Remember to include a course of action in every phase of your client acquisition process . Otherwise, you’ll lose out on motivated clients.

When concluding your story-based case study, you can ask simple interview questions to avoid being sales-y or pushy. 

Later, you can follow up with the customer in the case study and update it to show how your clients continue to reap the benefits.

Finally, highlight emotional benefits and hard numbers. Did your solution improve morale, increase employee retention, or allow workers to focus on less tedious tasks?

This allows readers to see that your goal is to help with immediate needs and to deliver long-term results.

3. Structure Your Case Study to Persuade

Writing a case study only builds credibility if you know how to structure it. Don’t forget there are a gazillion case studies out there that no one cares about.

How do you write a case study that gets noticed above the noise? You need the power to persuade. Think Robert Collier, David Ogilvy, and Gary Halbert.

These copywriters are still talked about today, and they all know how to create persuasive copy by:

• Using emotional language to connect with an audience
• Focusing on the benefits of a product or service and not just the features
• Highlighting your audience’s pain points and positioning your product/service as the solution
• Including testimonials, or social proof as we most often refer to it today

You can apply these same steps to writing a case study that resonates with your audience. However, there are other approaches you could take, like telling the story from the perspective of a happy customer.

Case Study Outline Example

Here’s an example outline for a case study: 

• Introduction: Start with a brief overview of the problem your customer faced. Include a background of the company and the product/service you used to help resolve their issues.
• The Challenge: Clearly define the challenge or issue that led to the case study. This should include the impact, scope, and duration of the problem.
• The Solution: Next, explain the solution or strategy you implemented to address the challenge. Include the unique approach, resources, and other vital details.
• The Implementation: This section should cover how your company executed the solution, including timelines, roles and responsibilities of team members, and other details about the implementation process.
• The Results: Highlight the outcomes of the strategy, including the specific impact on customer satisfaction ratings, customer retention, and other metrics. Use graphs and charts to showcase the results.
• Conclusion: Finally, conclude with a recap of the problem, the solution adopted, and the results achieved. Also, include any additional insights, learnings, and recommendations for future improvements.
• References: Include references or sources that support the case study. This ensures credibility and can help readers further understand the solution and outcomes presented in the case study. For instance, include a screenshot of the increased conversions and quotes from your client.

4. Make Your Case Study Easy to Read

No one wants to read one huge chunk of text, no matter how interesting and informative it might be. Case studies, like blog posts, should be scannable and easy to read .

Be sure to use good content formatting elements as you would with articles, blog posts, and copywriting on your website, including:

• bulleted lists
• bold or italicized text

In addition to providing excellent SEO value for your case studies page, these formatting elements will help your readers (especially those that like to skim) find the most important parts of your case study and understand the value you deliver.

Consider adding multimedia elements in addition to written content, such as videos, PDFs, and images, to mix it up and make the content more engaging.

Images of the actual customer results dashboards, and even video interviews make your case study easier to read and more compelling.

• Include a clear introduction that offers context and outlines the main problem or challenges your case study covers.
• Use quotes and testimonials from customers or clients to add credibility and make the case study more relatable.
• Include a conclusion or summary that ties everything together and highlights the key takeaways.

Another way to produce case studies is with before and after images. We’ll look at an example next.

5. Provide Clear “Before and After” Examples

Fitness experts tend to use this strategy most effectively. You’ve all seen the “Before and After” example images of people who have lost a dramatic amount of weight.

When people want to lose weight or build muscle, purchasing any product or program often depends on the “before and after” images. Take a look at this example from Fit Father Project:

These case studies work well because they show what’s possible and what the program can help you achieve. There are few better ways to advertise a fitness business.

However, even as an internet marketer, you can still use the “before and after” when writing a case study.

You’ve got to understand that when prospective clients are seriously looking for the best solution or service provider to hire, they don’t want to hear or see anything except the results.

It’s not enough to highlight product features and benefits. That can help, but the real motivation usually comes from measurable results.

In your case study, you can showcase your clients’ challenges before they began using your product.

Showing the transition from before to after that product, strategy, or approach can persuade clients to hire you more than any other tactic.

I always do this when I host a live webinar or write a post, and you can do this when writing a case study, too.

6. Include Real Numbers

Have you ever read case studies where a business states they “doubled traffic” for the customer in their case study and wondered if that meant they went from 100 to 200 visits or 10,000 to 20,000 visits?

When writing a case study, you need to be specific. Share exactly how much your increased traffic, revenue, or whatever goals matter to your customers. Put the numbers out there. Including this data makes your case study more believable and helps build trust in your brand.

Instead of saying you doubled their traffic, provide specific, accurate numbers and (if possible) actual proof through charts, graphs, or analytics data.

Remember that only some people are as familiar with analytics technology as you are, so highlight the most important pieces of data and provide context as to why it matters.

Here’s an example from Page One :

This way, the reader can see where the customer began and where the customer ended up with your help.

Plus, having the picture proof can help the reader envision exactly what you might do for them, making your case study that much more powerful.

7. Talk About Specific Strategies in Your Case Study

You’ve doubled a website’s traffic or sales, right? How did you do it? This is where you sell your products or services simply by saying which ones you used and how they led to the desired result.

Don’t just say, “our online marketing services led to these results.” Instead, say something like, ” A three-month social media campaign focusing on Facebook and YouTube and a five-month link-building campaign led to an increase in rankings and an increase in traffic from 2,000 to 15,000 per month.”

Consider including metrics and data to support the campaign’s success, such as click-through rates, conversions, or engagement metrics. This helps to back up your claims and establish credibility with potential clients or customers.

Don’t worry about giving away your secrets — the goal is to establish your brand as an industry leader, and you need to show you know your stuff.

8. Test Different Content Formats

Writing a case study doesn’t have to follow the typical format. Try different types of case studies, such as video testimonials , where you have your clients answer questions about what they do, their needs, their goals, and how you met them.

Quoting your customer in their own words makes the case study even more relatable to your ideal customer than you telling the story.

Infographics, webinars , testimonials, and even podcasts can also be used to highlight case studies. Don’t get stuck in the same old text-only format — get creative and see what type of content your users respond to.

Here’s a case study example from Venngage that uses a brochure-style case study to highlight how Vortex grew conversion. (Notice the results section that highlights specific gains).

9. Find the Right Competitor to Profile in Your Case Study

Who are your competitors, and what results did they achieve? Profiling your competitor in your case study analysis is a great way to show how your product works.

Not sure how to get started? Check out our step-by-step guide below.

First, let’s find your competitors, in case you don’t know yet who they are.

i).   First step: Go to Semrush.com . Enter your blog URL (e.g., neilpatel.com) into the search box. Then, click on the “search” button.

ii).   Second step: Analyze your competitors. Scroll down through the results, and you’ll see your “Main Organic Competitors”:

iii).  Third step: Research your competitors. From the list of your main organic competitors, you can pick one of them to research.

Visit their website and read a couple of posts. Look for experiments, split tests, case studies, client testimonials, interview questions, etc.

Then, leverage that data in your case study.

In the client’s mind, since a brand offers the same service or sells the same product and it worked, your own offer may also work – all things being equal.

For example, if you’re a software marketer who just started out, you probably don’t have much data or any compelling success stories yet.

However, you can profile other SaaS marketers. You could share the results that Pat Flynn’s clients got or profile Derek Halpern and his students.

Here’s a recent case study where I profiled some of my competitors. I shared how these competitors increased their email open rates.

You don’t even have to showcase data from your core competitors as part of your custom paper.

If you see a brand that’s doing great and making a real impact, you can share its journey and revenue (assuming you have access to it).

Way back in February 2016, Pat Flynn generated over $65,000. You could share a case study on your blog to inspire clients on what’s obtainable.

Your titles could be similar to these:

• Case Study: How Pat Flynn Generated Over $65,000 in February [3-Step Process]
• 7 Steps to Making Over $100,000 From Blogging [Must Read for B2B Marketers]

Not too long ago, I profiled Shopify and shared how the online shopping cart company grew 10x in 3 years .

Is there a benefit of this case study, seeing that it’s not directly related to my blog or the results from my clients?

Well, take a look at the title again. See the underlined section. That’s what matters to any client.

When showcasing the results from competitors or other brands, find a way to provide value.

Help the reader see the possibility of getting similar or even better results. You could showcase results from competitors and use those as a benchmark for your own performance. 

Showcasing competitors’ results also gives you the opportunity to create content highlighting your brand’s unique value proposition or competitive advantages. This can help to differentiate your brand from the competition and make it more appealing to potential customers or clients.

10. Appeal to Different Types of Learners

While some people enjoy reading, others may prefer audio, video, or visual representation of your case study; consider taking your text-based case studies and re-purposing the content as:

• A YouTube video
• An engaging infographic (Hubspot has a list of 20 to inspire you).

The bonus of YouTube videos and infographics is that they are easy to share. Your case study could go beyond your site, helping more potential customers discover the benefits of your products/services.

You could also embed your case studies into other types of content — such as an ebook, how-to blog post, or resource guide. Additionally, you might link to your case study from other posts to prove your value, mention it in a webinar, or include numbers in a presentation.

11. Make Your Case Studies Easy to Find

What’s the point of writing a case study if no one reads it? For easy discoverability, keep your case studies organized and easy to find. This means listing them on your website, optimizing them for search , and promoting them in email and social media.

Here are a few case study examples that are easy to find — and, therefore, much more powerful.

Amazon Web Services

Amazon Web Services provides case studies from multiple niches. AWS also makes it easy to look for industry-specific case studies. 

AWS mixes it up with podcasts, videos, and other media types.

What AWS also does well is detail specifics, as we suggested earlier. For instance, in a case study for its client Silverblaze, AWS highlights the 66 percent reduction in annual infrastructure costs.

Drupal provides case studies right on its homepage. Users considering using the solution don’t have to look far to see how other brands are succeeding with Drupal.

Quick Checklist: 11 Steps to Create a Better Case Study

Writing an in-depth case study helps highlight your successes and turn prospects into customers. Here’s how to make them more effective.

• Make it relatable. Highlight a customer similar to your ideal customer so they can relate to the results.
• Tell the whole story from start to finish. That means including a beginning, middle, and end and using storytelling. Don’t just tell how you helped a week out — carry the story through and show how your product or service delivered value weeks or months down the line.
• Structure your case study to persuade.
• Make it easy to read. Your case study should be detailed, but don’t make it dissertation-level. Use clear formatting and casual language.
• Provide before and after case study examples. .
• Include numbers: Storytelling is valuable, but so is proof. Use precise numbers to prove your value.
• Get specific about strategies. If you helped a client double their traffic, discuss how you did it. Did you up their content production, increase on-page SEO , etc.
• Find the right kind of competitor to profile in your case study. Look for competitors in your niche and profile them. Detail their results and let readers know what’s possible.
• Use different formats: Case studies don’t have to be in blog form! Consider videos, infographics, webinars, or even podcasts.
• Appeal to different learners: Some people respond to different kinds of content. Consider including multiple elements, such as an infographic in a blog post, to appeal to all types of learners.
• Make your case studies easy to find: Highlight them on your website, optimize them, and promote them on social media.

Case Study FAQs

What makes a good case study.

A good case study focuses on the customer’s experience and how they benefited from using a product or service.  It should be concise and evergreen, providing contextual details without being overly wordy. Rather than solely promoting the company, a case study should focus on the customer’s problem, how your product or service provided a solution, and the results your customer got.

What is the format of a case study report?

Typically, a case study details your customer’s problem, followed by the solution provided by the product or service, results, and data analysis. It also includes any limitations or challenges encountered and a conclusion with key takeaways. Case studies can come in a variety of formats from videos to infographics to text with images strategically placed throughout.

How long should a case study be?

The length varies, but they usually range from 500-1,500 words. Be sure to keep it to the point and don’t add copy just to make it longer.

What are the most important parts of a case study?

The most important parts of a case study typically include:

• The problem or challenge faced by the customer or client.
• The solution or approach provided by the product or service being studied.
• The results and data analysis of the solution or approach.
• The limitations or challenges encountered during the process.
• A conclusion or key takeaways that summarize the overall impact of the solution or approach.

Additionally, you can include a well-crafted title and executive summary that capture the reader’s attention and set the tone for the rest of the case study.

Make it relatable, easy to read, and use storytelling. That’s the simplest way to build a case study. 

It starts with research. Ask your customers to fill out a short form highlighting how you helped them reach their goals — and be sure to ask for specific results.

Explain how the case study will help them by increasing brand awareness and link opportunities. Remember, a highly effective case study helps both you and your client build trust and reach a wider audience.

Then mix it up with different formats, ensuring you’re appealing to different learners, and apply the other tips in this article. 

I bet that was easier than you thought, wasn’t it? 

Keep trying different methods to find the ones that hit home with your clients, and you’ll soon be writing case studies that secure new leads .

How do you feel about building a client case study and then using them on your website? Share your thoughts below.

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About the author:

Co Founder of NP Digital & Owner of Ubersuggest

He is the co-founder of NP Digital . The Wall Street Journal calls him a top influencer on the web, Forbes says he is one of the top 10 marketers, and Entrepreneur Magazine says he created one of the 100 most brilliant companies. Neil is a New York Times bestselling author and was recognized as a top 100 entrepreneur under the age of 30 by President Obama and a top 100 entrepreneur under the age of 35 by the United Nations.

source: https://neilpatel.com/blog/creating-a-great-case-study/

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27 Case Study Examples Every Marketer Should See

Published: September 05, 2024

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, I’ll go over the definition of a case study and the best examples to inspire you.

Table of Contents

What is a case study?

Marketing case study examples, digital marketing case study examples.

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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.

This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.

A great case study also has research and stats to back up points made about a project's results.

There are several ways to use case studies in your marketing strategy.

From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.

Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.

In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

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Showcase your company's success using these free case study templates.

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Circular economy introduction

Case studies and examples of circular economy in action

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• Circular economy explained

Our curated collections of case studies present circular economy success stories from around the world, showing how businesses, governments and cities are transforming our economy into one that works for people and the environment.

Get inspired by new circular economy business models, policies and strategies that demonstrate how we can fundamentally change the way we design, make and use the things we need.

Case studies by topic

Biodiversity case studies

Examples illustrating how the circular economy can benefit biodiversity.

Built environment case studies

Examples of circular economy in the built environment

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Examples of circular economy in business practices.

Circular design case studies

Examples of the circular economy in design.

Cities case studies

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Climate case studies

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Fashion case studies

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Building Prosperity: Strategies in action

These case studies come from the Ellen MacArthur Foundation's report, Building Prosperity.

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Case studies in Oceania

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Explore our full library of case studies to discover more examples of the circular economy in action.

News and updates from The Ellen MacArthur Foundation

The Ellen MacArthur Foundation works to accelerate the transition to a circular economy. We develop and promote the idea of a circular economy, and work with business, academia, policymakers, and institutions to mobilise systems solutions at scale, globally.

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Home » Blog » Unlocking Development: A Case Study in Occupational Therapy for Infants

Unlocking Development: A Case Study in Occupational Therapy for Infants

BY Elizabeth Wanka  | 4 MIN READ

Premature birth presents unique challenges for infants and their families, often leading to developmental delays due to the insufficient time spent in the womb. Michael’s story provides a compelling example of how targeted occupational therapy (OT) can significantly impact the developmental trajectory of a preterm infant. Here’s a closer look at how OT can make a difference.

Understanding Michael’s Journey

Michael entered the world 10 weeks earlier than expected, arriving at just 30 weeks of gestation. Premature birth can disrupt the typical developmental timeline, leading to delays in milestones such as head control, which is critical for further motor development. At four months old, Michael’s mother observed that he wasn’t yet holding his head up, a crucial skill typically emerging in the first few months of life. Recognizing this as a red flag, she sought early intervention through OT.

Assessment and Intervention

Assessment:.

The first step in Michael’s OT journey was a comprehensive assessment. The Occupational Therapist Practitioner (OTP) evaluated his fine motor skills and sensory processing abilities. For a baby his age, key developmental milestones include:

• Bringing hands to the mouth
• Pushing up onto elbows and forearms while in a prone position

These actions are essential for developing core strength, which is foundational for sitting, crawling, and eventually walking. The assessment aimed to pinpoint Michael’s developmental delays and to establish a baseline for his therapy goals.

Intervention:

With a clear understanding of Michael’s needs, the OTP designed an intervention plan tailored to his specific challenges. The focus was on integrating Michael’s favorite toys into therapy sessions to make the exercises engaging and motivating. For instance, the therapist placed Michael in a prone position and used toys to encourage him to lift his head and push up with his arms. This approach not only targeted his core strength but also helped him build coordination in a way that was enjoyable and stimulating.

The intervention strategy was grounded in the principle that therapy should be meaningful to the child. By incorporating toys that Michael enjoyed, the OTP increased his motivation to participate in the exercises, leading to more effective and enjoyable therapy sessions.

The Results

Michael’s journey through occupational therapy yielded impressive results. With consistent and targeted intervention, he reached significant developmental milestones: he was able to sit independently by six months and began walking by 13 months. These achievements underscore the effectiveness of the therapy in addressing his initial delays and supporting his overall development.

Key Takeaways for Occupational Therapy Practice

Michael’s case provides valuable insights into effective OT practice, particularly for premature infants:

• Assessment is Crucial: Accurate and thorough assessment of developmental milestones is essential in identifying delays and setting realistic goals. This process ensures that therapy is targeted and effective.
• Meaningful Interventions: Integrating a child’s interests into therapeutic activities can enhance engagement and motivation. In Michael’s case, using his favorite toys made the exercises more enjoyable and effective.
• Family Involvement: Understanding the family’s daily routines and values helps in designing interventions that fit seamlessly into the child’s natural environment. This collaboration ensures that therapy is practical and supportive of the family’s lifestyle.
• Monitoring Progress: Regularly tracking the child’s progress allows for adjustments to therapy goals and methods as needed. This dynamic approach ensures that the therapy remains relevant and responsive to the child’s evolving needs.
• Holistic Approach: Addressing both fine motor skills and sensory processing within the context of play promotes overall development. This comprehensive approach helps children achieve meaningful outcomes and supports their growth across various domains.

Michael’s case exemplifies the profound impact that individualized and targeted occupational therapy can have on the development of premature infants. By focusing on meaningful interventions, involving the family, and maintaining a holistic approach, OT practitioners can facilitate significant progress and help children like Michael reach their developmental potential.

Premature birth can set the stage for a range of developmental challenges, but with the right support and intervention, many children can overcome these obstacles and thrive. Occupational therapy plays a crucial role in this process, offering tailored strategies that address each child’s unique needs and capabilities. Michael’s story is a testament to the power of personalized therapy and the difference it can make in the lives of children and their families.

Elmhurst University’s Master of Occupational Therapy is one of many graduate programs within the health care family of programs in the School of Graduate Studies. To learn more, please fill out the form below.

About the Author

Dr. Elizabeth Wanka  joined Elmhurst University after teaching at a master of occupational therapy and post-professional occupational therapy doctoral degree program. She is a registered and licensed occupational therapist.

Posted September 24, 2024

Unlocking the Meaning of Occupation: A Journey into Occupational Therapy

July 2, 2024 | 3 Minute Read

Should I Get a Master’s Degree in Occupational Therapy

August 1, 2023 | 5 Minute Read

Top 5 Questions and Answers About a Master’s in Occupational Therapy

May 17, 2022 | 4 Minute Read

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Securing adolescent health and well-being today is vital for the health of future generations - WHO

Increased investment is urgently needed to address evolving health risks and meet the mental and sexual and reproductive health needs for the nearly 1.3 billion adolescents (aged 10-19 years) globally, according to a new scientific publication released by the World Health Organization (WHO).  Adolescence is a unique and critical stage of human development, involving major physical, emotional, and social transitions, and is a pivotal window for laying long-term foundations for good health.

“Promoting and protecting the health and rights of young people is essential to building a better future for our world,” said Dr Tedros Adhanom Ghebreyesus, Director-General of WHO. “Conversely, failing to address the health threats that adolescents face – some longstanding, some emerging – will not only have serious and life-threatening consequences for young people themselves, but will create spiraling economic costs for societies. That makes investing in services and programmes for adolescent health both a moral imperative and an economic no-brainer.”

The publication was launched at an event on the margins of the United Nations’ Summit of the Future . It highlights a number of troubling trends in adolescent health observed over the last decade, pointing to the urgent need for action.

At least 1 in 7 adolescents globally now suffer from a mental disorder, for instance, with particularly high rates of depression and anxiety.  Anaemia among adolescent girls remains prevalent, at levels similar to those in 2010, while close to 1 in 10 adolescents are obese.  Sexually transmitted infections (STIs) including syphilis, chlamydia, trichomoniasis, and genital herpes that commonly occur among youth are rising, and if left untreated, can have lifelong implications for health.  

Meanwhile violence, including bullying, affects millions of young people worldwide each year, with devastating impacts on their physical and mental health.

Concerningly, attempts to roll-back adolescents’ access to sexual and reproductive health care and comprehensive sexuality education have escalated amidst a growing backlash against gender equality and human rights. Restrictive age of consent policies are limiting their access to STI and HIV services. Such measures can marginalize young people, reduce health-seeking behaviour, and lead to lasting negative health impacts.

The study emphasizes other broader fundamental challenges to the future of adolescents including climate change, conflict, and inequality.

The authors also highlight that gains are possible with the right investment and support.  For example, adolescent HIV infections have declined, due to coordinated and persistent efforts in this area. Adolescent pregnancy and harmful practices such as female genital mutilation and early marriage have reduced. In addition, many positive trends in health outcomes are linked to more time in school, especially for girls; since 2000, the number of secondary-school-age children out of school decreased by nearly 30%.

Against this backdrop, the findings make a strong case for investing in adolescent health and well-being, with attention to foundational elements including education, healthcare, and nutrition.  The authors call for enacting and implementing laws and policies that protect adolescent health and rights, for health systems and services to be more responsive to adolescents’ unique needs, and for the prioritization of youth engagement and empowerment across research, programming, and policymaking.

“Adolescents are powerful and incredibly creative forces for good when they are able to shape the agenda for their well-being and their future,” said Rajat Khosla, Executive Director of the Partnership for Maternal, Newborn and Child Health (PMNCH), which co-hosted the event where the publication as launched. “Leaders must listen to what young people want and ensure they are active partners and decision-makers. They are critical for the world’s future social, economic, and political stability, and if given the platform they need, they can help make a better and healthier world possible for everyone.”

Earlier this year, world leaders committed to accelerate efforts to improve maternal and child health , including adolescent health, at the World Health Assembly.  Implementing these commitments, as well as those reflected in the UN’s Pact for the Future, will be critical to protecting and promoting the health and well-being of current and future generations.

Notes for editors 

The publication was released at a high-level event convened on the margins of the UN General Assembly. It was hosted by the Governments of Chile, Colombia, and Ireland along with the UN’s Human Reproduction Programme, PMNCH and WHO in collaboration with: FP2030, Guttmacher, International Association for Adolescent Health (IAAH), Johns Hopkins Bloomberg School of Public Health (JHUSPH), Plan International, UNESCO, UNFPA, Women Deliver, and YieldHub.  

The Summit of the Future takes place on September 22 and 23, 2024, seeking new consensus around how the international system can evolve to better meet the needs of current and future generations. 

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Nih's definition of a clinical trial.

This page provides information, tools, and resources about the definition of a clinical trial. Correctly identifying whether a study is considered by NIH to be a clinical trial is crucial to how you will:

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In 2016, NIH launched a multi-faceted effort to enhance its stewardship over clinical trials. The goal of this effort is to encourage advances in the design, conduct, and oversight of clinical trials while elevating the entire biomedical research enterprise to a new level of transparency and accountability. The NIH definition of a clinical trial was revised in 2014 in anticipation of these stewardship reforms to ensure a clear and responsive definition of a clinical trial. Learn more about why NIH has made changes to improve Clinical Trial Stewardship .

NIH Definition of a Clinical Trial

A research study in which one or more human subjects are prospectively assigned to one or more interventions (which may include placebo or other control) to evaluate the effects of those interventions on health-related biomedical or behavioral outcomes .

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