marketing case study template

Marketing Results

22 Marketing Case Study Examples (With Template)

February 17, 2016 by Will Swayne

Prospects who aren’t ready to buy – or who are “sitting on the fence” – tend to be resistant to even well-crafted marketing messages.  But a bunch of well aimed marketing case studies can often tip the scales in your favour.

“Sell benefits, not features” is good advice, but benefit-rich copy can actually deter prospects who haven’t reached the decision stage yet.

And too many benefits in the absence of marketing proof elements  can ring hollow in today’s increasingly sceptical marketplace.

We published our first marketing case study back in 2005 and I quickly realised the power of case studies as a versatile and effective marketing tactic.

Why are marketing case studies so effective?

Here are three reasons:

• Case studies show, they don’t tell. Telling you I can get you more qualified leads is one thing. Showing you how a similar company to yours got 145% more leads with 24% lower marketing costs is another.
• Prospects are typically curious to understand how others have achieved the results they desire. They will eagerly devour a well-constructed case study.
• Case studies are also a great tool for closing fence-sitting prospects. For many years I’ve asked prospects why they chose to work with us, and the most common response seems to be, “I was impressed by your case studies” , or “I saw you helped someone in my industry so I figure you can help us too” .

Now let’s look at how to structure and effectively promote a case study, and then some marketing case study examples for you to replicate.

Our Recommended Case Study Template

Here’s the case study structure we’ve adopted which has proven effective:

• Start with a major headline that summarises the key result achieved: e.g. “Investment Property Strategist Triples Leads In 6 Months” . This gets the prospect excited about reading on.
• Then introduce the background . In other words, the “Before” scenario.Don’t bore the reader with too many details about the history of the client. But DO provide an insight into the “trigger” that led to them seeking your assistance. e.g. “The client noticed smaller competitors starting to appear ahead of them on Google”. And,   DO talk about the negative effects of the “Before” state. E.g. “New customer acquisition that had previously been growing by 10% every quarter had flatlined for the last 12 months.”
• Now talk about the solution . Here’s where you explain what you did to achieve the outcomes. I like to list different services or solutions in the form of bullet points. Also, include significant details and facts and figures to add “richness” to the story. Where possible, demonstrate with images, screenshots or other proof elements. Emphasise anything you did differently to the standard approach, or anything that highlights your point-of-difference benefits.
• Now talk about your results . Results are the crux of any good case study.I like to go with a number of punchy bullet points, populated with specific numbers. E.g . “Lead volume up 75%… New customer volume from online sources up 145%… 1,540 more organic search engine visitors per month.”
• Include a testimonial from the client. What was their reaction to your work? The “Before-During-After” approach is a good structure for testimonials. A strong testimonial adds texture and credibility to the data in your core case study.
• End with a call-to-action . This can be relatively low-key. For example, “Contact us to explore how you can enjoy similar breakthrough results.”

You can see more examples of different implementations of this concept on our online marketing case studies page.

How To Promote Your Case Study

A case study that never gets read won’t help you.

Here are some of our favourite promotional methods:

• Optimise each case study for search engines . A good start is using a <title> tag on your case study pages in the format: “<INDUSTRY> <SERVICE> case study”. For example, “Accountant online marketing case study” or “Car sales lead generation case study” .   This will tend to rank you well for anyone searching for case studies about your industry.
• Send case studies to your email subscribers . These emails achieve high engagement both as broadcasts, and as “drip emails” within an automation sequence .
• Create a print booklet of case studies to send to prospects and clients via snail mail or distribute at trade shows.
• Case studies make great social media updates and can be recycled every few months using different headlines.

22 Marketing Case Study Examples

1. fuji xerox australia business equipment, tripled leads for 60% less marketing spend.

In 90 days, we doubled web lead flow with lower marketing costs.

Read the full case study here.

Paul Strahl , National e-Business Manager

2. Surf Live Saving Foundation

Surf lottery grows online revenue 47%.

Marketing Results delivered tangible business improvements, including 47% higher revenue from digital, year-on-year.

Yin Tang , Surf Live Saving Foundation

3. ABC Reading Eggs

Integrated search and conversion management for abc reading eggs.

Marketing Results have been instrumental in profitably expanding our ad spend, while removing waste.

Matthew Sandblom , Managing Director ABC Reading Eggs

4. MAP Home Loans

From 70 hour weeks to 40 hour weeks with 100% annual growth.

I now make twice as much money, have less stress and fewer hours.

Craig Vaunghan , Principal MAP Home Loans

5. Inkjet Wholesale

Online advertising roi doubles – in just three months.

We couldn’t be happier – conversion rates are up, costs are down, ROI has doubled.

Glenn Taylor , National Marketing Manager Inkjet Wholesale

6. Breaking Into Wall Street

Info-marketing business achieves 300% revenue growth with 7-figure profits.

Marketing Results provided the marketing support to grow my annual revenue 300%+. They don’t just advise – they implement.

Brian DeChesare , Founder Breaking Into Wall Street

7. LatestBuy

Brw fast 100 online retailer latestbuy.com.au boosts sales by 45.3%.

Revenue had flatlined… Now it is up by 45%, with over 80% of that due to conversion rate optimisation.

Shaun Campbell , Co-Owner LatestBuy.com.au

8. directSMS

More traffic, less cost, lead volume doubles.

More than doubled the number of qualified enquiries via our website for the same ad spend.

Ramez Zaki , Co-Founder directSMS

9. Business Coach and Author, Pure Bookkeeping

Successful marketing automation and 100.95% year on year growth.

50%+ of business comes directly through online channels and none of this would have happened without Marketing Results.

Peter Cook , Business Coach & Author Pure Bookkeeping

10. Positive Training Solutions

Higher rankings plus more, higher-quality leads.

Marketing Results excels in strategic and online marketing.

James Grima , Managing Director Positive Training Solutions

11. Geelong’s Gym

From 5-6 leads a month to 60-70. 10x increase.

We’ve gone from 5 – 6 leads per month to 60 – 70!

Gerard Spriet , Owner Geelong’s Gym

12. Super Finance – SMSF Property

A new pipeline delivering a steady flow of web leads.

Outstanding quality of web generated leads!

Yannick Ieko , Director Super Finance

13. College For Adult Learning – Training Organisation

300%+ more sales with 60% lower cost per sale.

I expect at least another 60% more leads and 80-90% more revenue by continuing to work with Marketing Results.

Rob Golding , Director College For Adult Learning

14. The Gourmet Guardian – Food Safety Programs

4 times more leads and a 269% revenue increase.

Your AdWords strategies have quadrupled leads, almost tripled revenue and reduced my dependence on contract work to zero.

Gavin Buckett , Managing Director The Gourmet Guardian

15. Quick Coach – Life Coaching Courses

More qualified sales plus a facebook roi of 1285%.

The results have been fantastic… I have had over 500 potential students opt in via Google wanting to change their lives and those of their clients.

Glen Murdoch , Founder & CEO Quick Coach

16. Investment House – Property Development

Clients lined up for everything we can find.

We have clients lined up for everything we can find.

Colin Ferguson , Managing Director Investment House

17. Cosmetic Surgery Lead Generation

257% increase in qualified lead volume.

In less than a year, our enquiry volume increased by over 257% while increasing the quality and conversion rate of those leads.

Dee Tozer , Managing Director Medici Clinics

18. All Suburbs Catering

61% roi gain in less than 5 months….

20% more enquiries for 34% less cost – a compounded gain of 61% in only 5 months.

Jeff Veale , Managing Director All Suburbs Catering

19. Trilogy Funding

549 qualified sales leads in 3 months.

549 qualified sales leads in 3 months.

Ed Nixon , Principal Trilogy Funding

20. Customized Stickers

Online revenue rockets by 800%.

With Marketing Result on our side, our website revenue has increased by over 800% in only 18 months.

Anthony Khoury , Managing Director Customized Stickers

21. Technoledge

Engaging ceos of ideal target companies.

We’re routinely seeing CEOs of Australian hi techs with turnover of $5 million to $50 million (our target audience) opting in and proceeding to self-qualify before they contact us for a meeting. This is what digital marketing is supposed to do.

Tracey James , Director Technoledge

22. First Aid Training

Specialist first aid training company doubles revenue in 6 months.

We’ve streamlined customer acquisition, increased customer lifetime value, and doubled our revenue in 6 months!

Dave Hundt , Director Kids First Aid

I encourage you to put these tips into action and see how they work for you.

What other ways have you used case studies effectively in your business?

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Persuasive Marketing Case Study Examples & Templates

Get examples of marketing case study mastery. Learn by example how to engage and convert more prospects and launch your effort with battle-tested templates.

Dominika Krukowska

9 minute read

Short answer

What makes a great marketing case study.

A great marketing case study is a compelling narrative, showcasing real-world success, complete with quantifiable results. It weaves strategy, execution, and outcome into a captivating story that inspires and convinces the reader to take the desired action.

Are your marketing case studies falling flat?

Marketing case studies are an essential step for many prospects to see if they can trust you, if you meet their particular needs, and if tying their business with yours feels right.

Marketing case studies provide prospects a sense of security without which they’ll never convert.

But when done poorly, case studies can become little more than digital white noise. They’ll fail to build trust and confidence, but worse yet, they might just drive prospects to go with your competition.

Too many companies invest time, thought, and money into creating “white noise” case studies without knowing that they may cause more harm than good.

But there’s a way forward. This post will serve as your compass, guiding you to the promised land of persuasive, profit-driving success stories.

Let’s get started!

What is a marketing case study?

A marketing case study is a narrative showcasing a company's successful marketing strategy . It outlines the challenges faced, the solutions implemented, and the achieved results. This tool effectively demonstrates value, builds credibility, and convinces potential customers to take action.

What is the purpose of a marketing case study?

The purpose of a marketing case study is to build trust and authority and inspire action from potential clients. It's intended to present a narrative of success through a transformational business story with measurable outcomes. Its goal is to encourage potential customers to envision their own success with the help of your solution.

1) To present a narrative of success

Think of your case study as a rags-to-riches success story starring your client. They struggle with problems, they stumble on your product or service which guides them back to safety. But here the 'happily ever after' is a measurable outcome.

2) To build trust

A case study shows how you brought tangible indisputable results. It shows the positive transformation you helped bring about for your client. It's like having a credible friend vouch for you—it has an authentic persuasive effect that nothing you say yourself could ever achieve.

3) To inspire action

A good marketing case study nudges the reader to think: 'If it worked wonders for them, why not for me?' It subtly encourages potential customers to envision their own success with your product or service, though they came doubtful.

4) To show relevance

A marketing case study doesn’t just show a specific problem. By highlighting challenges similar to those faced by your potential customers, a case study makes your solution look more than “a good fit” it makes you look like “the best fit”, or even “the only fit”.

Our Head of Marketing has this piece of advice for you:

"When we write a marketing case study we treat it like a personal story we’d share with friends over lunch.

This makes our case studies feel familiar and gives them the credibility of personal experience, which tends to inspire others to act the same way."

—Amotz Harari, Head of Marketing at Storydoc

What should a marketing case study include?

Looking to craft a marketing case study that grips, convinces, and converts? Here's your blueprint.

A compelling marketing case study should include:

A captivating title: Much like a great book, your case study needs an intriguing title. One that grabs attention and promises an interesting story - a story of a problem solved, a challenge overcome, a victory achieved.

The protagonist: Every good story needs a hero. In your case study, it's the client or customer. Start by introducing them - who are they? What do they do? What unique challenge were they facing?

The problem: Detail the problem your customer faced. This is the villain of your story - the hurdle that stood in your customer's way. Make it relatable, so potential customers facing the same issue can see themselves in your protagonist's shoes.

The solution: Now introduce your product or service - the knight in shining armor. Explain how you swooped in to tackle the problem. Highlight what makes your solution unique and effective.

The implementation process: Give a brief account of how the solution was implemented. This is the journey part of your story - the struggle, the strategy, and the steps taken to overcome the challenge.

The results: The happily-ever-after of your tale. Showcase the positive results achieved using your product or service. Be specific and use hard numbers - they provide tangible proof of your success.

The testimonial: Finally, include words of praise from your satisfied customer. A happy client is the best endorsement. This validates the story you've told and adds an emotional, human touch.

A clear next step: Conclude with a clear call to action. What should the reader do next? Contact you for a consultation? Sign up for a demo? Download a guide? Make sure the next step is relevant, clear, and compelling.

Here’s an example of a marketing case study designed according to this structure:

What are the main types of marketing case studies?

Selecting the right format for your case study depends on your goal, the specifics of your customer's story, and the message you wish to convey.

4 case study types to consider:

1) Problem-solution case study:

This is the classic 'hero’s journey'. Your customer (the hero) is faced with a challenge (the problem), and aided by a trusted guide (your solution) goes through a transformation overcoming their hurdles and fulfilling their full potential.

This format focuses on the details of the journey with its ups and downs.

2) Before-and-after case study

The Cinderella tale of the business world. You show the situation 'before' your product or service came into play, and the improved situation 'after'.

This format focuses on contrasting the transformation , highlighting the dramatic changes from before your solution came in and after.

3) Success story case study

Think of this as the 'rags to riches' narrative. Rather than focusing solely on a single problem and solution, this case study celebrates an overarching success.

It provides the details of how the change was achieved but focuses mainly on the outcomes and their business impact.

4) Interview style case study

This type is more personal and candid, providing direct quotes and insights from the customer’s perspective.

This format lends authenticity and focuses on building an emotional connection with the reader.

The ACORN method - 5 steps for writing story-led case studies:

Best marketing case study examples to inspire you

I've curated for you a selection of brilliant marketing case study examples from some of the biggest names in business.

These case studies represent a variety of industries, challenges, solutions, and outcomes, providing a wealth of insights and inspiration for your own case study creation.

Let's dive in:

1. How Nestlé empowered the sales team with high-quality leads

Tenlo, a marketing agency, worked with the Nestlé Professional Dispensed Beverage Sales Team to improve their lead generation efforts.

Through a targeted content strategy and optimized lead nurturing campaigns, they successfully empowered the client's sales team with high-quality leads, resulting in increased conversion rates and revenue growth.

2. Dove's Real Beauty Sketches

Dove's "Real Beauty Sketches" campaign aimed to challenge societal beauty standards.

Through an emotional and thought-provoking video campaign, Dove sparked conversations and empowered women to redefine their perception of beauty, resulting in widespread awareness and positive brand sentiment.

3. How AppSumo grew organic traffic 843% and revenue from organic traffic 340%

AppSumo, a digital marketplace for software deals, employed clever marketing tactics to drive organic growth.

Through the strategic implementation of SEO, engaging product-focused content, and effective link building , they successfully increased their blog's organic traffic and saw a significant boost in revenue from organic sources.

4. How Start-Up Nation Central created innovative reports for an innovative industry

Start-Up Nation Central is an NGO with a clear mission—to fuel the growth of high-tech companies. They produce and send out a lot of business analysis reports, and they were looking for a way to modernize the way they present data.

By working with Storydoc to switch from static PDFs to interactive next-gen decks, they gained access to full reader analytics and A/B testing options to see which versions of their reports were getting the most traction.

5. How Forbes grew their subscriber base by 20% using PPC advertising

Adventure PPC collaborated with Forbes Magazine to enhance their subscriber base. Through targeted paid advertising campaigns , video production, and remarketing, they achieved a significant 20% increase in subscribers. Adventure PPC's strategy included closely monitoring ad budget to optimize campaigns and ensure effective resource allocation.

6. L’Oreal Paris and Google

L’Oreal cooperated with Google ahead of their new product launch to identify relevant audience segments based on hard data.

They targeted potential customers across all stages of the marketing funnel, which resulted in increasing ad recall, market share, and e-commerce sales.

You can watch the case study below:

7. How Bitly solved the omnichannel challenge

Vissla, an e-commerce shop, was looking for a more effective way to keep an account of data across all of their marketing channels.

They partnered with Bitly Campaigns to create a dashboard containing all marketing activities, track results in real-time, and optimize their content based on hard data, including insights on how to add a Bitly redirect .

8. Gannett marketing operations grows digital subscriber base with Asana

When Gannett, the largest newspaper publisher in the US, brought their marketing campaign production in-house, they had to find a way to scale up the number of projects.

They collaborated with Asana to increase campaign volume and streamline campaign management.

9. How Stripe leverages GPT-4 to streamline user experience and combat fraud

Stripe, the innovative payment platform, gathered 100 brilliant minds from within its own ranks to revolutionize features and workflows with GPT-4. Their mission? Take Stripe to new heights!

The result? 15 groundbreaking prototypes emerged, promising personalized support, expert answers to tough questions, and the power to nail fraud on community platforms.

10. How Ryanair uses Hotjar Surveys to measure satisfaction and report on trends

Ryanair, a leading Irish discount airline, needed to find a way to report product performance to its main stakeholders.

They turned to Hotjar Surveys to measure user satisfaction, identify main pain points and barriers to purchase, and report the larger trends.

11. Accelo gives software company the insights and efficiency to double revenue

The leadership team at Tambla, an HR technology company in Australia, was struggling to pinpoint resource leaks.

By consolidating client work management tools using Accelo, they gained unprecedented visibility. In just two years of using the platform, Tambla doubled revenue, quadrupled project turnover and increased recurring work by 15%!

Marketing case study design examples you can use as your template

Your marketing case study design can significantly influence its effectiveness. But design is a serious business.

Imagine starting a marketing case study from zero—it's like carving a statue from a solid block of marble. But, what if you had a mold?

These interactive case study templates provide a structured narrative, coupled with the flexibility to add your own data, images, and other interactive elements designed to engage, impress, and persuade.

Why you shouldn’t make case studies as PDFs

Considered the go-to format for case studies, PDFs offer accessibility and versatility. Share them around, download at will, or print for a keepsake.

But just because PDFs are easy for you to use, it doesn’t mean they’re easy for your audience to consume. They’re not.

PDFs are a hassle. They're tough to read, scan, and navigate. They're not mobile-friendly, they lack interactivity, and they can be downright dull.

On top of that, they take your audience offline, disconnecting them from your online assets, like your website or app.

What you can do instead

Instead of PDFs that tank engagement, it’s better to go with the webpage option.

Webpage-designed case studies offer multimedia, interactivity, and mobile-friendly navigation that lead to renewed engagement.

They give your readers a rich content experience with videos, animations, and clickable elements like tabs, sliders, and buttons, all wrapped in a story.

However, webpage case studies are not so easy to produce . They require the involvement of designers, developers, website managers, brand managers, and so on.

With all these people involved, even adding the tiniest update to the page can become a headache.

But there’s a way to bypass all this needless complexity . Creating a case study with Storydoc combines the interactivity of a webpage and the simplicity of producing a PDF.

When using Storydoc you’re stepping into a safe walled garden where everything is already taken care of , from coding to design to branding. And making changes takes just a few seconds.

Here’s how PDF and Storydoc case studies compare:

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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15 Best Case Study Templates to Use in Word and ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

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Case studies are valuable tools for sharing customer success stories and analyzing problem-solving approaches in a structured and informative manner. They can be used to provide detailed insights into specific projects, strategies, or challenges and offer valuable lessons and best practices for professionals across various fields. 

Content marketing teams often create case studies as a way to gain more customers and get new business. Case studies can give potential customers a better understanding of your company brand , what it does and how you could potentially help them. 

However, creating a compelling case study from scratch can be a time-consuming task. That’s where marketing case study examples and templates can help. 

What is a Case Study Template?

What makes a good case study template, 1. clickup case study template, 2. clickup case study design template, 3. clickup research report template, 4. clickup market research template, 5. clickup user research plan template, 6. clickup data analysis findings template, 7. clickup campaign report template, 8. clickup research whiteboard, 9. google docs case study template by wordstream, 10. word case study report template by template.net, 11. word case brief summary template by template.net, 12. word case study report template by template.net, 13. word case study research template by template.net, 14. word psychology case study template by template.net, 15. word media case study template by template.net.

A case study template is a pre-designed framework that serves as a starting point for creating comprehensive and structured case study documents. It provides a standardized, traditional case study format for organizing and presenting information about a particular project, problem-solving scenario, success story, or real-life situation.

Case study templates typically include sections for outlining the background and context of the case study, project documentation , describing the methodology or approach used, presenting data and analysis, and highlighting key findings and recommendations that tell the entire story. 

Business case study examples like templates can work as a guide to help content marketers, blog post writers, and anyone else creating quality content that’s customer-facing, focus on important aspects and maintain a logical flow while telling a compelling story.

Some key elements that make a case study template stand out include:

• Clarity and organization: A well-designed template should be easy to navigate. Each section should be labeled appropriately, enabling readers to quickly find the information they seek
• Flexibility: A good case study template should be easily customizable and able to accommodate diverse scenarios. It should be adaptable to different industries, research methodologies, and presentation styles
• Visual appeal: Incorporating visual elements like charts, graphs, and other images can enhance a case study template’s look and make it more visually appealing. They can also aid in the comprehension of complex data. A visually engaging template can captivate readers and make the case study more impactful

15 Case Study Templates to Use in 2024

You don’t have to start from scratch when making your next case study. Instead, take a look at these carefully curated case study templates from ClickUp and Microsoft Word.

ClickUp’s Case Study Template can provide a great start for just about any type of case study you and your team want to write. It kicks off with a section for introducing both your business and the client or customer that the case study focuses on. 

After introducing both yourself and the customer, you briefly highlight the customer’s experience and the successes you achieved before delivering a more detailed description of the work you performed and the measurable results you achieved. 

The next section focuses on the objective of the case study—what the client’s goal and pain point was and why they decided you were the right company to help them achieve these goals. 

The case study template then launches into a section describing the solutions you presented and the data that backs up your success. We created this marketing case study template for a marketing agency that helps customers achieve growth through paid media campaigns, but it can easily be edited to highlight any type of solution.

One of the best ways of telling a customer story using a case study is by allowing the customer to do most of the work themselves. When a case study is written by current or even previous customers, it feels more sincere and honest, especially to potential customers in the evaluation process. 

If you want to try this technique out, use this ClickUp Study Design Template . You can send your customer this great case study template and allow them to fill it out themselves and basically write a case study for you. This gives you unfiltered and unbiased answers to the questions you want answered in the case study. 

The case study template helps them understand what you want the case study to look like and how the customer’s story should be described. It also helps you get great customer quotes. 

A template makes it easier for your customer to frame their experiences with you and easily explain how your product or service helped them. Hearing a peer’s success story from a firsthand perspective can be a more convincing read for prospective customers. 

Manage customers with customer database software !

Case studies are essentially customer stories, which can be told in many ways and come in many formats. A research report is another excellent way to frame a case study. 

This ClickUp Research Report Template is a step-by-step guide that can help your team create an easy-to-follow research report that allows you to clearly detail your research methods, findings, and the insights that you’ve gained from the research being presented. 

This template has a very clear structure, allowing you to simply add the following: an executive summary (brief description), introduction, the methodology used, your results, references, and any necessary appendices if supplementary material needs to be referenced in your research report. 

If you need more templates like this, check out this list of research plan templates .

Companies perform market research in order to define what their customers want and need from them. This type of research also helps you to improve product and service offers and learn more about what your competitors are doing and where the success of other businesses stems from. 

ClickUp’s Market Research Template gives you a simple-to-follow document that helps you gather and present information related to your target audience, the state of your product/service, and the state of your industry at large. 

When you perform marketing research, you are aiming to confirm your hunches about customer needs through scientific research and tangible data. 

Marketing case study examples like this are perfect because they’re very simplified and easily customizable. It offers you a section for presenting your company and why you are performing marketing research first.

The template then guides you in describing the type of research you’re doing, how you went about performing market research, data collection techniques, and what insights were garnered—whether it was from existing or potential customers.

Check out these research management tools !

Another type of customer-centric report that you can put together is a user research report. ClickUp’s User Research Plan Template makes it easy for you to define all of the goals and details that you want included in your user research.

The template is particularly useful for user experience (UX) teams that want to perform user persona research in order to better understand what users need and how they behave when using their product, in order to deliver a better experience to them and to new clients. 

The template starts with a “ problem statement ” where you can define the problem that the user research report is aiming to solve. Next, you’ll list the goals that you want to achieve and then clearly define the research process.

This type of marketing case study template and report can show you what a satisfied customer looks like and give you insights that help to attract and retain future customers.

Check out these user persona templates !

Another important study that your business can perform in order to make smarter decisions is data analysis. ClickUp’s Data Analysis Findings template makes it easy for your team to perform data analysis and present it clearly to key stakeholders. 

This template also starts by setting the stage for the study and explaining it, first with a problem statement and then by explaining the significance of the study. 

Next, the template recommends that you define the scope and limitations of the study to set expectations for its potential impact. The next step is to frame your analysis methods and provide the data sources that you used in the analysis, as well as the statistical methods used.

Finally, you can present your findings in a clear and concise way. The template also includes charts and other data visualization tools you can use to make the study more engaging.

This ClickUp Campaign Report template is pre-built to make it incredibly easy to present the results of any ad campaign to stakeholders very easily. 

It starts with a section describing your strategy in detail, including the total costs, and the total revenue, conversions, and clicks that you expect to achieve with the campaign. 

The marketing case study template then provides charts and graphs that you can use to detail the performance of your campaigns on every single channel that you use. Case study templates like this are great for detailing information on potential customers to know how to better run your campaigns in the future.

Make your next user research project a collaborative, visual experience. Give everyone on your team a chance to add their thoughts and findings with virtual sticky notes using the ClickUp Research Whiteboard Template .

This is one of the more flexible case study templates in this list. Its user research tool makes it easy to take all the random bits of information your team gathers through interviews, surveys, user sessions, and other methods of feedback into one location.

Then, you can quickly organize all of that data into clear categories that make this case study template easy to see at a glance what direction you need to take your project to satisfy your customers.

If you’re writing many case studies, it’s a good idea to try out a bunch of templates over time for added inspiration. Even if you’ve found one structure works great for your case studies, changing your structure up every now and then can give you a fresh perspective on how to present a featured client. 

Another good case study you can check out is Wordstream’s Case Study Template. It has an excellent structure and provides pre-built visual cues that give you some ideas for breaking up business case study examples and making them more appealing with pictures and charts. 

Use this template to showcase particular customers’ results and share customer pain points and how they were solved. This will help you provide clear evidence to potential customers that you will be able to help them as well.

Template.net is one of the biggest websites if you’re looking for business templates. It’s especially popular for businesses that prefer creating documents in Microsoft Word and Excel.

This Case Study Template from Template.net is sparse, but it gets right to the point and is very well-structured and easy to follow.

This Microsoft Word case study template is a great way to get right down to business! It features a clean and organized layout with clear headings and subheadings, making it easy for readers to navigate. This template also includes space for a brief summary of the case study, perfect for giving readers an overview before diving into the details.

This Microsoft Word case study template is a great option for creating an in-depth report on your findings. The template includes sections for an executive summary, introduction, methodology, results, references, and appendices. It also features a clear structure to make it easy to gather and present information in a cohesive manner. The template also includes sections for an introduction, methodology, findings, and recommendations, ensuring that all the essential elements of a case study are covered.

This Word case study template features a professional and organized design with clearly labeled sections for the introduction, methodology, findings, and conclusion. It also includes space for charts and graphs to visually represent data.

Psychology case studies can be complex and detailed, making it important to have a well-organized template to present the information. The Psychology Case Study Template is perfect for this task, with clear headings and subheadings that guide readers through each section of the study. It also includes sections for summarizing key points and providing recommendations based on the findings.

This media case study template from Template.net is perfect for showcasing the success of a marketing or advertising campaign! It includes space for key metrics, such as reach and engagement, and also has sections for outlining the challenges faced and solutions implemented. With its clean design and easy-to-follow layout, this template is ideal for presenting media case studies to clients or stakeholders.

It’s Easy to Make a Case for Using ClickUp Case Study Templates

People trust other people. That’s why personal recommendations are one of the most effective marketing tactics. A case study provides your company with just that—a personal recommendation from a client you’ve helping, telling others that you can do the same for them. 

In the selection process of choosing a product or service to go with, companies will always look at the experiences of other organizations similar to them. Marketing case studies are sincere yet persuasive and clearly show how you help others and can be a very effective differentiator.

ClickUp was designed to serve teams in any industry and of any size. So it makes sense the case study templates we offer are just as diverse and customizable.

Best of all, they are completely free to use!  Sign up for free to ClickUp to get immediate access to a massive amount of templates, free cloud storage, and of course, industry-leading project and team management features.

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Blog Graphic Design 15+ Case Study Examples for Business, Marketing & Sales

15+ Case Study Examples for Business, Marketing & Sales

Written by: Alice Corner Jan 12, 2023

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

What is a case study?

What to include in a professional case study, business case study examples, simple case study examples, marketing case study examples, sales case study examples.

• Case study FAQs

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

A professional case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A professional case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a case study template:

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Case study examples summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case study FAQ s

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

Related: How to Present a Case Study like a Pro (With Examples)

Some good questions you could ask would be:

• Why do you use our tool or service?
• How often do you use our tool or service?
• What does the process of using our product look like to you?
• If our product didn’t exist, what would you be doing instead?
• What is the number one benefit you’ve found from using our tool?

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• 12 Essential Consulting Templates For Marketing, Planning and Branding
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Free Case Study Template

By: Gaurav Sharma

Date: December 29, 2023

Category: Content

Table of Content

What are case studies and why are they important, why do you need a case study template, the structure of a typical case study.

• Structure and Framework
• A Complete 20-Point Checklist
• A Sample Case Study

How to Use This Case Study Template

Ready to create win new clients through compelling case studies.

Case studies are a type of content that is used to tell success stories and achievements of a business or individual.

These provide social proof to potential customers and encourage them to invest in the company’s or individual’s services. It helps build trust and credibility with prospective customers.

Here are some reasons why you create and publish case studies:

• By sharing your past achievements and success stories, you can win the trust of your potential customers.
• Case studies are a great way for potential customers to learn what kind of results they can expect from your services.
• It is a great way to showcase your expertise in your niche and gain customers’ confidence in your abilities.
• Case studies are great for SEO as they tend to earn organic backlinks , so they can be great for link building.

Case studies are effective tools to get more clients by showcasing your past track record with previous customers. A good case study template can help you create engaging case studies to help with that.

Get the Template for Free!

Case studies follow a specific structure and should have certain important elements to make them useful.

That’s where a case study template comes into the picture.

Without a template, your case studies may not have the desired impact as you may miss something important.

Our free case study template will:

• Give you a complete checklist of everything you need to include in your case studies.
• Help you create high-impact case studies that can help you win over potential customers.
• Ensure that you don’t miss anything important and include all the required sections.
• Create professional-looking case studies much more quickly and without any hassle.

Overall, this template can help you streamline your content creation process and help you write great content much faster.

Download Free Template

The traditional case study format involves a challenge, a solution, and the results. But if you want to win future customers by showcasing your work with previous customers, you need to add more than that.

Here are some important sections you can include in your case studies:

• Problem Statement : Clearly define the problem that the featured client faced and what were the key challenges that needed to be overcome.
• Proposed Solution : Explain the solution you proposed and why. Highlight how it was a unique and tailored solution specific to the client’s needs.
• Implementation : Explain the steps you took to implement the proposed solution, the challenges you faced, and how you improvised to stay on course.
• Results Achieved : Showcase the results achieved using visual data representation and actual numbers to lend more credibility.
• Client Testimonial : Always take feedback from a satisfied customer. Share the customer’s experience and the customer story through this medium.
• Lessons Learned : List all the important lessons you learned from the project and provide valuable takeaways for the readers, who can be future customers.

Here’s an example of a case study published by Attrock. See how the challenges, objectives, and solutions are clearly highlighted.

What’s Included in This Case Study Template?

Our free case study template has everything you need to create high-impact case studies that impress your prospective customers.

Here’s what you can expect from this free case study template.

1. Structure and Framework

Having a clear framework for how to write a case study helps you create and publish case studies quickly, without much effort.

Here’s what you’ll get in this free case study template:

• A clear structure of what sections to include in your case studies.
• A detailed list of all things to include and tasks to complete.
• Ideas for the type of visual content you can add to case studies.

2. A Complete 20-Point Checklist

While a basic framework is helpful, there are a lot more things to consider when publishing a case study.

This case study template also provides you with:

• A 20-point checklist of everything you need to create a case study.
• Tips for optimizing your case study for SEO, such as adding meta tags.
• Steps for streamlining the process of creating and publishing a case study.

3. A Case Study Example

The best way to learn is by seeing something in action and you’ll get exactly that in this free case study template.

You can expect the following:

• A free case study sample to show you how to use the template.
• The example has all important sections, such as problem and solution.
• It also gives examples of visual content and SEO elements to add.

Download our free case study template and make the process much faster and easier for yourself.

Download it Here

This free case study template is really easy to use. Here’s a step-by-step guide:

• Download the free template using any of the CTA buttons on this page.
• Make a copy of this template so that you can edit and customize it.
• Go through the checklist to understand all the steps you need to take.
• Add all the sections described to structure and outline your case study.
• Use the SEO and readability tips to further optimize your case study.
• Do a final review and ensure you’ve not missed anything important.
• Publish the case study on your website and see the impact.

Download the Case Study Template

Q1. What is the format of a case study?

A. The most basic structure of a case study includes:

• A problem statement where you clearly state the challenges the client was facing when they approached you. Clearly mention all important issues so that when you show the results, it looks even more impressive.
• Provide a brief description of the solution you proposed to solve the pain point and achieve the desired goals and objectives of the client. Highlight the uniqueness and personalization aspects of the proposed solution.
• Explain the process of how you implemented the solution and what challenges or hurdles you overcame during the implementation process.
• Clearly showcase the results you achieved via an in-depth report and data analysis. Make sure you back your claims with numbers, visuals, and graphs to sound more convincing and provide clear evidence.

However, there are a lot of things you can include to add more value, such as client testimonials, charts and graphs, and lessons learned. Download our free case study template to find an exhaustive list of things to include in a compelling case study.

Q2. How do I write a case study?

A. You can use our free case study template to properly structure your case study. You can also look at marketing case study examples or business case study examples online to take inspiration from.

Once you have all the information you need, present your case study in the right format that clearly highlights what challenge you solved for a client. Don’t forget to provide solid numbers to prove your point and show the results.

The case study template also provides a sample case study to help you understand what your case study should look like. Use that to structure and write your own case study.

Q3. Is there a case study template in Word?

A. Yes, you can download our case study template in MS Word, Google Docs, and PDF formats. You can make a copy of this template and customize it to make sure it suits your unique needs and requirements.

Q4. How do I create a case study template?

A. Use our free case study template to find out all the sections you can include in a case study. Adapt it to your needs and keep the sections you think are most relevant to your needs. Modify and customize the template as per your requirements and make your own case study template that you can use any number of times.

Q5. What is the aim of a case study?

A. The goal of a case study is to showcase your expertise and your past track record of serving your clients. Your success stories give potential clients the confidence to trust you and invest in your services. Case studies provide social proof and help you get more customers. This is especially helpful if you have started a new business.

Use this free case study template and checklist. Modify and customize it to your needs and use it to quickly create high-impact case studies.

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The marketing case study is one of the oldest and most venerable examples of content marketing. From Oprah touting how Weight Watchers has worked for her , to American Express endorsing SalesForce , case studies are prevalent across industries and marketing forms.

According to a  B2B marketing trends report , customer testimonials and case studies are considered the most effective content marketing tactics by nine out of ten B2B marketers. According to Social Fresh, customer testimonials have the highest effectiveness rating for content marketing at 89 percent. Seventy-three percent of people have used marketing case studies in the past 12 months to make B2B purchasing decisions .

Use this guide to understand how to use case studies for your organization. It offers instructions on how to secure a first-rate case study, and a template for getting started on a case study today.

What is a case study and why are they so important?

According to Top Rank Marketing Blog :

A “case study” in the context of marketing is an analysis of a project, campaign or company that identifies a situation, recommended solutions, implementation actions, and identification of those factors that contributed to failure or success.

As the aforementioned stats illustrate, marketing case studies are important because they help you sell your company’s product. They validate the statements your company makes about your product, and allow potential buyers to see your product in action. This blog post will help you secure and create a case study that sets your company apart from its competitors.

Here’s what you need to do to secure a case study.

Steps for Getting a Marketing Case Study

The first (and often hardest) part of creating a marketing case study is getting a customer to agree to one. No doubt many customers are pleased with your product. But it’s no small thing for them to take time out of their busy schedule to talk about how awesome the product or service they’re paying for is. Many larger companies also have formalized rules around providing testimonials. This can extend the process of getting a case study, as they have to go through legal, senior management, and more, just to get approval. Increase your case study prospects. Create a formalized process that ensures you get the case studies you need on a regular basis.

Meet with customer success, sales, and marketing to get them on board with creating regular case studies. From this meeting, create a formal document that outlines how to submit marketing  case study opportunities, the frequency that customer success are expected to do so, and the process/time commitment involved after a client has agreed to participate.   Include a case study request email template to save customer success time. Consider these sample templates:

• Case Study Request Templates (SitePoint)
• Case Study Request Templates (Boast)

Including It in the Contract

Some companies choose to include a customer testimonial or case study commitment in part of their purchase agreement. This is a great way to guarantee you’ll have case studies in the pipeline. It’s also a conflict of interest, and some would argue flirts the line of ethical behavior. By including case studies in a contract, you’re essentially paying for testimonials. You want to publish only truly impressive, stand-out marketing case studies. Customers who are doing so well with your product that you’d want to make a case study from their experience are likely to be happy to help. Customers who need a contract to be forced into a case study aren’t often the ones you want as a face for your brand.

Gather Information for Your Marketing Case Study

After a customer agrees to do a case study, take the following steps to ensure the process goes smoothly.

Send an Email

It should introduce you if you haven’t already. Confirm the date and time for your first phone call or in-person meeting. Address the time commitment of the case study, and include the questions you plan on asking.

With customer testimonials the person you’re interviewing needs to have well-spoken and thought out responses about your product. Here are some sample questions you could ask:

• How did you find out about our company?
• What made you start looking for our solution?
• Which other products did you look at before deciding on ours?
• Why did you choose our solution above others?
• How has using our solution been so far? Tell us about your experiences and what you’ve done with it?
• How has our product benefitted you and your team?
• What results have you seen with our solution so far?
• What do you hope to do with our product moving forward?

Next, conduct the interview. Whether it’s in person or over the phone, make sure to record the interview for transcription later. Make sure to inform them that you’re recording them. Aside from being common courtesy, it’s also illegal in some states to record someone without their consent. As you’re interviewing, make note of any especially interesting points, as well as numerical results.

Take Pictures and Record Video

If you’re conducting an interview onsite, take pictures and video. If not, ask your customer to send some over. The more visual your marketing case study is, the better. According to Animoto, four times as many consumers would prefer to watch a video about a product than to read about it.

Transcribe and fact check the interview. Try using a service website like Fiverr for quick transcription that won’t break the bank.

Gather Data

Find out information about the company and their results with your product outside of the interview. Ask if you can see their results or look into their reporting for numerical information to back up the information in the interview. If they don’t have this information, look internally for more general stats on your product’s impact on the people that use it.

Find a Story, Start Writing

Once you have all the data you need, start pulling together your copy, video, and images into a shareable document. Use the marketing  case study template below to create a first-class case study.

Marketing Case Study Template

Too many companies title their case studies things like “[insert company name here] Case Study.” This is both boring and uninformative. Use the case study title to help potential readers decide if it’s something that applies to them. Include a description of the company and some of their results. E.g. “Case Study: How CS2 Compliance Is Succeeding With Curata Content Curation Software ”

The subtitle should round out the reader’s expectations of what’s in the study. Include more numerical improvements, or an overview of what happened. E.g. “Creating and Growing an Excited Community in a Highly-Regulated, Niche Market”

Their Company Overview

We recommend pulling the company overview directly from the company’s website. It should be two or three sentences and highlight parts of the company most important to your audience. If you’re looking to highlight the company size, mention it here.

Your Company Overview

It’s okay to use a boilerplate description here. However, if there is something else that might be beneficial to include in this particular use-case—add it. If you have more than one product description in your boilerplate description, focus on the product the marketing case study focuses on.

Introduction

The introduction should present the company you’re talking about and their problem. Here’s an example:

CS2 Compliance, a regulatory consulting firm for financial services clients, wanted to build a community for its clients and save time answering regulation-specific questions in individual emails. They wanted a solution that made content creation easier, found topical subjects in their industry, and enabled them to quickly publish to their website and newsletter.

The next section should introduce your product and why your customer went with you. Example:

They chose Curata Content Curation Software (CCS). Curata CCS uses machine learning, natural language processing, and artificial intelligence to help marketers discover and publish industry-specific content across marketing channels.

This should describe how your product or service was implemented and how it made the overall process smoother, easier, cheaper, etc. Example:

CS2 uses Curata CCS to curate articles that answer a variety of FAQs, building a robust content program including discussion boards, webinars, and frequent newsletters. This has led to strategic and streamlined website content and newsletter publication for CS2.

Finally, show the results. They support the statement that this company was successful with your product. If you have further information about how customers perform with your product, include it here. Include how your client is planning on using your product in the future to grow and expand their goals. Example:

Newsletters now have an open rate of 42.52 percent, and a click-through rate of 23.11 percent, both significantly above industry averages. With Curata, CS2 exceeded community registration goals by over 60 percent. CS2 is now using Curata to expand their reach and create custom experiences for each sub-audience within their online community.

Pull Quotes

Once the meat of your marketing case study is written, choose some pull quotes to highlight. Example:

CS2 co-founder and president Mary Harris King had this to say about Curata: “Curata keeps our current clients up-to-date with interesting articles while integrating with our public facing website so potential clients can see our newsfeeds, and sign up for the daily news digest, etc. It’s a great way to reach both audiences.”

Case studies are a compelling way to convince prospects to buy your product. They’re even more compelling when your claims are supported by data and hard information. Use company information and stats, outside numbers, and numbers from your customer to round out your marketing case study. Writing on how curation improves content marketing ROI? Include a stat from a trusted source. Example:

Over 50 percent of marketers that curate content indicate that it has increased their brand visibility, thought leadership, SEO, web traffic, and buyer engagement .

Many case studies include a conclusion at the end wrapping up all the details. Instead, try a big, colorful CTA. While a conclusion is nice, making sure the reader doesn’t have to consume more than they need is even better. If your marketing case study is very long, include the most important points at the beginning in bullets.

Distribute and Promote Your Marketing Case Study

Case studies are effective on your website and as a sales enablement tool. They should also be sent to your sales team. Include a description of what it’s about and the situations it should be most effective for.

Other ways to maximize the impact of a case study include:

• Place it on your home page
• Send an email sharing it with the case study’s target audience, or as part of your newsletter
• Write a supplemental blog post to drive traffic to the case study. Focus on the problem solved in the case study and write an informational post on that topic
• Add the case study to relevant landing pages
• Add it to you or your coworkers’ signatures
• Insert it into a slideshow or longer presentation on product use cases
• Share the case study on social media

Examples of Awesome Marketing Case Studies

For more information, check out some standout case studies by other companies.

Kantar Media Division Cymphony

Zendesk include customer testimonials in a visually appealing multimedia library on their website. This allows visitors to search by use case, industry, and company size to find the most relevant story to them.

For an example of one of Curata’s case studies, check out “ How CS2 Compliance is Succeeding With Curata Content Curation Software ” [pdf].

Marketing case studies can be hugely effective. They provide proof of concept to potential buyers, and drive your audience further down the funnel. They can also serve as a powerful sales enablement tool. For more on how to drive your audience further down the funnel and measure your content’s efficacy, read Curata’s eBook: Content Marketing Metrics: Account Based Marketing Edition .

Sasha Laferte

Sasha Laferte is Curata’s Senior Content Marketing Manager. She’s written for a wide range of digital marketing publications including Content Marketing Institute ,  LinkedIn Marketing Solutions , Salesforce , and HubSpot. Her experience spans writing for marketing software companies to creating viral content for Wenner Media (the parent company of Rolling Stone and Us Weekly). Sasha enjoys marketing, tech, travel, fitness, sushi, and her cat. Sasha has a BA in Writing, Literature and Publishing from Emerson College in Boston, MA.

Curata Content Analytics

Data sourced from Curata CMP, our content marketing platform. Find out how to use Curata’s powerful analytics and calendar functionality to upgrade your marketing  here .

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How to Create a Marketing Case Study: Step-by-Step [INFOGRAPHIC]

The marketing case study is one of the oldest and most venerable examples of content marketing. From Oprah touting how Weight Watchers has worked for her, to American Express endorsing SalesForce,

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Free Google Docs Case Study Templates

By Kate Eby | January 18, 2024

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We’ve collected several free, customizable case study templates in Google Docs format for marketing managers, content creators, sales reps, and product managers. Use these templates for customer stories, sales collateral, and product development.

On this page, you’ll find eight dynamic Google Docs case study templates, including a  case study report template , a  project case study template , a  marketing case study template , and a  one-page case study template .

Google Docs Simple Case Study Template

Download the Sample Simple Case Study Template for Google Docs Download the Blank Simple Case Study Template for Google Docs

When to Use This Template: Marketing managers and content creators can use this template — with or without sample data — to deliver clear and short case studies. First-time case study writers will appreciate the template’s straightforward approach. 

Notable Template Features:  This simple case study template focuses on the main points and results, so it's not overly detailed. You’ll find room to include an introduction, customer challenges, marketing strategies, and results.

See this selection of free marketing case studies available in PowerPoint format that are ready to use in presentations.

Google Docs Case Study Report Template

Download the Sample Case Study Report Template for Google Docs Download the Blank Case Study Report Template for Google Docs

When to Use This Template: Use this case study report template for Google Docs to make a detailed report. Download the version with sample text to get an idea of how to complete the template. It's perfect for marketing managers or product managers who want to dive deep into their analysis and show lots of data and insights. 

Notable Template Features: The report-style format of this template features a comprehensive layout with plenty of room to go into detail and depth. When complete, it helps you look closely at complex marketing issues, evaluate lots of data, and put together clear, professional reports. 

Check out these free marketing case study templates in various formats, ideal for highlighting marketing achievements and tactics.

Google Docs Project Case Study Template

Download the Sample Project Case Study Template for Google Docs Download the Blank Project Case Study Template for Google Docs

When to Use This Template:  Choose this project case study template when you want to show off how well you managed and executed your project. Project managers or content creators who need some guidance on how to complete this template should download the version with sample text. 

Notable Template Features:  The visually driven template format renders the content easier to grasp and effectively communicates the success of your marketing tactics. Use visuals such as line charts, pie charts, and bar charts to explain your project's success in a clear, easy-to-understand way. 

For additional sales tools, take a look at our selection of free case study templates available in Microsoft Word format.

Google Docs Marketing Case Study Template

Download the Sample Marketing Case Study Template for Google Docs Download the Blank Marketing Case Study Template for Google Docs

When to Use This Template:  Marketing managers, sales representatives, and content creators who want to demonstrate how their efforts have positively impacted the business should use this marketing case study template. Download the version with sample text for guidance on completing your own case study. 

Notable Template Features: This template includes additional sections specifically designed for marketing stories. You’ll find space to provide information about the company, challenge, solution, what happened, and benefits. Its visually appealing format helps explain complex marketing information simply.

Google Docs One-Page Case Study Template

Download the Sample One-Page Case Study Template for Google Docs Download the Blank One-Page Case Study Template for Google Docs

When to Use This Template:  Select this one-page case study template — with or without sample data — when you need to make a strong impression fast. It's great for sales representatives or marketing managers who want to grab the attention of busy decision-makers with a short, impactful summary. 

Notable Template Features: The template’s concise one-page format helps you get straight to the point. Add information about key results and any highlights and use it as part of a sales pitch or other business presentation.

Google Docs Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for Google Docs Download the Blank Problem-Solution-Impact Case Study Template for Google Docs

When to Use This Template: Choose this problem-solution-impact case study template to outline a clear sequence of events. Download the version with sample text to see how to identify the problem and reveal the solution and its effects in a straightforward way.

Notable Template Features:  This template’s linear narrative structure sets it apart. Complete the  Problem, Solution , and  Impact  sections to end up with a straightforward, chronological approach to storytelling.

Google Docs Comparative Study Template

Download the Sample Comparative Study Template for Google Docs Download the Blank Comparative Study Template for Google Docs

When to Use This Template: Use this comparative study template to compare such items as marketing campaigns or strategies. Download the version with sample data to quickly see an example that highlights changes over time or how different approaches stack up against each other. 

Notable Template Features: This template layout is ideal for side-by-side comparisons. You can easily put two items next to each other to see how they compare, making it a useful tool for looking at changes and trends clearly.

Google Docs Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for Google Docs Download the Blank Case Study Storyboard Template for Google Docs

When to Use This Template:  Pick this case study storyboard template when you want to present your case study like a visual story. It’s perfect for marketing teams that prefer using more pictures and fewer words in their case study.

Notable Template Features: This template focuses on storytelling with visuals. Unlike other templates, it uses images and graphics to walk through the case study, making it stand out for presentations.

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

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The Ultimate Guide to Marketing Case Studies

Everything you need to know about creating effective marketing case studies that will help you convert more leads.

FREE DOWNLOAD: CASE STUDY TEMPLATES

Showcase success using compelling case studies.

Updated: 12/02/21

Published: 08/02/17

Put yourself in your customer’s shoes and imagine you were considering purchasing a new product.

Would you be more inclined to:

A) Chat with a salesperson — while trying to block out the tiny voice in your head reminding you that they’re working on commission?

B) Review a case study about a customer who used that product to solve a problem similar to yours?

Probably option B, right? That’s because we put more trust in word-of-mouth marketing than we do salespeople.

The way people consume information has changed, and buyers have all the resources they need to make decisions about what to purchase. Companies can either continue marketing the old, less effective way … or they can embrace these changes and let their customers do the work for them through testimonials, reviews, word-of-mouth marketing, and marketing case studies.

Customers trust other customers — the companies that recognize this will benefit in the long run and grow better.

Plenty of companies have already proven how beneficial marketing case studies can be. They are the most popular form of self-promotional marketing used by marketing agency executives in the U.S. Additionally, 88% of surveyed B2B marketers say that customer case studies are considered to be their most impactful content marketing tactic.  

While chatting with a salesperson can be helpful, and even preferable for some, it’s clear that having marketing case studies on your website can be beneficial. Case studies answer potential customers’ questions, demonstrate success, build company-wide credibility, increase conversions , and most importantly, eliminate bias so your customer can make a confident decision to buy your product.

What Is a Marketing Case Study?

Marketing case studies analyze the ways that a customer uses a product or service. They describe a challenge the customer faced, the solutions they considered, and the results they experienced after their purchase. Strong case studies can compel others to buy a product.

Benefits of Case Studies

Converting Leads with Case Studies

Choosing a Case Study Format

Conducting a Case Study Interview

Benefits of Marketing Case Studies

The use of marketing case studies is beneficial to companies of all sizes and customers of all backgrounds. Well-crafted marketing case studies provide potential customers with engaging content that excites them to buy your product.

They Tell a Relatable Story

Case studies often involve an interview with a customer that has had success using your product. Before choosing a customer for an interview, consider who you’re targeting. Your case studies should appeal to your buyer persona .

When your target customer feels connected to your case studies, they will feel more confident in their purchase.

Consider this: You’re buying a new software for your team. You have a few possible options in mind, so you head to their respective websites to do your own research. The first two options sound good on paper (or rather, on screen), but you want a solution you can really trust. Something that is preferably not written by the company itself.

The third site you go to has a landing page that includes a few case studies. One of the case studies features an interview with an employee at a company similar to yours. You listen to that person describe challenges that they faced prior to getting the software — challenges that sound a lot like the ones you and your team currently face. The interviewee then talks about the ways that their software purchase resolved their pain points.

Wouldn’t the case study you found on the third website make you feel confident that the software could help your team, too?  

The key to creating relatable case studies is considering your buyer personas. That means considering demographics, company size, industry, etc. and selecting a person that the majority of your potential customers will feel a connection.

They Demonstrate Success

Take a look at HubSpot’s case study landing page . Check out the wide range of case studies listed. Notice how these case studies cover all types of industries, a wide variety of locations, different company sizes, and more.

If there are so many companies using HubSpot — to solve a vast array of challenges — then wouldn’t you assume HubSpot has a solid product that you could trust, too?

Case studies demonstrate success by showing potential customers that current customers — who once had challenges similar to their own — solved their pain points by making a purchase.

They Help Build Credibility

Credibility is what gives the people around you a reason to trust you.

For example, let’s say you’re looking at a product on Amazon , and you scroll down to the customer review section. You find that almost everyone has given the product a five-star rating or has written a positive comment about their experience. These comments and ratings build credibility for that product and brand.

Marketing case studies help your company build credibility. They also convince prospects to give your product a try when they see how many people already trust you, love your products, and believe in your mission.

They Help You Convert Leads

Case studies are a bottom-of-funnel strategy that will help you convert more leads . If a prospect is on the fence about your product, case studies are the marketing technique that will push them closer to that purchase decision.

For example, if a potential customer visits your website and they watch (or read) multiple case studies explaining the ways that customers have had success with your product, then they too may feel excited to become a customer.  

If that same prospect just left your competitor’s website where there were no case studies, your solution then becomes an easy sell … and your competitor becomes obsolete.

Marketing case studies retain value over long periods of time — meaning the same study has the potential to convert leads for years . Unless you have a revamp or a complete update of the product being referred to in your case study, it can remain on your website as long as you see fit.

Marketing Case Study Template

Now that we’ve reviewed the reasons why you should have case studies on your site, you might be wondering how to actually create a marketing case study.

First, it’s no secret that video content is more effective than written content. So, if you can create a video case study, do it. If not, be sure to include images throughout your written case study to break up the text and provide visual stimulation for readers.

Second, remember one size does not fit all when it comes to creating case studies. They vary in length, format, content, and style based on what experience you want to provide for your potential customers.

Keep this in mind as we go through the following example … some of the content here might work perfectly in your case study, and some might need to be modified.

If you need some guidance, check out HubSpot’s Case Study Creation Kit .

1. Choose Your Case Study Format

To determine which format you want to use for your case study, think about what type of content would be most beneficial for your buyer personas. You should consider what challenges your buyer personas might face, what types of industries they work in, their locations, and their business demographics.

Two commonly used marketing case study formats to consider include an exposé and a transcription.

An exposé is an interview technique that covers specific details about a topic, event, or individual. If you look back at the case studies on the HubSpot landing page , you’ll see the exposé format in action. The director, or author, is conducting the interview, leading conversation, and asking the interview subject questions about their interactions with HubSpot.

Tip: When you’re recording a video interview for your case study, make sure the interview subject repeats your question before providing an answer.

For example, if you ask them, “What challenge did our product help you overcome?” you don’t want them to simply say “organizational challenges.” The editing process will cut your voice out of the interview, and their response won’t make sense. Instead, make sure they answer all questions as a complete statement such as, “This product helped us overcome several organizational challenges.”

Transcription

This is a simpler case study format. It’s a transcription of an interview with your customer , meaning there is typically a significant amount of text for potential customers to read through.

Be sure to include the interview questions throughout this type of case study so readers know exactly what the interview subject is referring to. Lastly, feel free to pair your transcription with a series of images or even video to break up the text.

2. Conduct the Interview

The interview is the most important part of the case study … and quality matters. Strong interviews and videos take time . It’s not unusual to conduct a one to two-hour interview just to get a solid two minutes of video to use in your case study.

During the interview, you should ask your customers about their lives prior to purchasing your product, what it was like to acquire your product, and how their company’s future has changed because of their purchase.

If possible, record the interview. If not, be sure to use a transcription or audio recording device to ensure accurate quotes and statements throughout your case study.

Here are some sample questions for you to consider:

Ask about the customer’s life prior to your product.

• Who are you? What is your title? What does your company do?
• What challenges were you experiencing that made you realize you needed a solution?
• Why was finding a solution to this challenge important?

Ask what it was like finding and purchasing your product.

Capture general commentary — information that anyone could understand — from your interview subject in this section so potential customers can relate no matter their background or experience.

• How did you find our product? What was your experience like while purchasing our product?
• Ask about your customer’s criteria during their search for a solution. What was crucial versus what was nice to have?
• What were the results that came from using our product? How did our product solve your challenge?
• Ask for numerical results and hard data. Get proof of these from your interview subject (or even your own company if you have records).
• What were you able to start doing as a result of our product working for you? What are the intangible results of our product?

Ask about the impact that the product has had on your customer’s life.

• How did our product change your view of your company’s future?
• What are you excited about moving forward?
• What would your future be like without our product?

After conducting your interview, it’s time to actually put your case study together.

Edit your interview down to the most important, relevant information for potential customers to learn about your product. Cut that hour-long video interview down to a minute or two of the best clips.

If your interview is going to become a written case study, include the very best quotes. Make it easy to read by separating your information with the help of headers, bulleted lists, images , and bold or italicized text.

3. Incorporate Your Case Study in Your Marketing and Sales Processes

Determine how to best use the case study in your marketing and sales processes. Here are a few ideas:

Create a case study library.

By creating a case study library on a landing page — similar to the HubSpot landing page or this page by Fractl — you provide your potential customers with an easy way to learn about your products and company as a whole.

Source : Fractl

A case study library or landing page will prevent potential customers and leads from having to dig around on your website for any product information they’re searching for. If this information is not easily accessible, they could lose interest, become frustrated, leave your website, or even find an alternative solution on a competitor’s site.

Case study landing pages and libraries also help build credibility, look official, and typically bring in a lot of traffic — both through people searching for your company’s website and organic search.

According to Fractl , their case study landing page is the second most-visited page on their entire website. Additionally, it is their fourth most-visited page through organic search. Lastly, they’ve seen a huge boost in converting visitors to leads since the creation of their case study landing page — half of Fractl’s leads view at least one of their case studies.

Surround your case studies with social proof.

If so many people are saying it’s true, then it must be true — this is how companies use the theory of social proof to their advantage.

Social proof theories say that people let the actions, behaviors, and beliefs of those around them impact their own. For example, some theories say most people would answer “yes” to the question: “If all of your friends jumped off of a bridge, would you?”

Social proof — or in this case, your friends all jumping off of the bridge — influences people to make decisions based on the expectations and behaviors of the people around them, even if their decision would be different if they were alone.

Companies use social proof in the form of customer reviews, logo walls (that is, the logos of companies that have purchased their products), or long-form videos. Social proof acts as a supplement to the information in a case study.

By showing potential customers how your products have changed the lives of other individuals, teams, and companies, prospects are more likely to buy into your claims and believe your product could help them, too.

Add product overviews to the case study section on your site.

If you’re editing down your case study interview and realize your interviewee said something vague or made a comment that a potential customer may not necessarily understand, you can add a product overview or reference guide next to that case study.

For example, imagine HubSpot is conducting a case study interview and an interview subject goes into detail about the specific functions of Workflows . A potential customer may not know much about HubSpot’s Workflows, so a detailed discussion about their features may not be relatable and could even raise some questions.

By including an overview or description of Workflows next to the case study where the product was mentioned, HubSpot can provide clarity for the viewer. You will also avoid making potential customers feel confused or uninterested.

Keep your sales team in the loop.

Once your case study is complete, you should notify your sales team so they can use them when reaching out to potential customers. They will be able to incorporate this information into their sales enablement kits — which include the technologies, processes, and content that allows them to sell efficiently and effectively.

By learning about the ways that real customers are using and benefiting from the products they are selling, sales teams can share relatable stories with potential customers and leads. These will help build trust and, most importantly, increase sales.

To help your sales team narrow the vast amount of information that typically comes from an in-depth case study, provide them with key takeaways that they can share with potential customers and leads. These key takeaways should include information about the interviewee’s background, title, and experience level and details about their company’s size, industry, and potential annual revenue.

This data will allow the sales team to tailor the information they share with potential customers and leads, organize it for future conversations, and make more efficient and impactful sales.

4. Determine How Many More Case Studies You Need

As I mentioned, every company is different and every product they sell is unique. Not every company will need the same number of case studies on their website to have an impact. To determine the right number of case studies for your company, think about the following tips.

Cover all of your bases.

A good rule of thumb is to have at least one to three case studies for each of your buyer personas.

To do this, cover a range of industries and types of companies, and interview people of different backgrounds, titles, demographics, and experience levels. You should make sure there is something for everyone who visits your website.

If your company targets customers all over the world and has offices located around the globe, this is especially important to consider. Think about what works for your buyer personas, your company’s location, and your goals when deciding how many case studies you need.

Sometimes, less is more.

Having an extensive list of case studies sounds like something everyone should have … right?

Not always. Think about it this way — if your company is on the smaller side and is relatively new, there’s a chance you haven’t given your customers much time with your products yet. There is also a chance that you don’t yet have a wide range of customers.

If your company then takes the time to create dozens of case studies, potential customers may feel you are being inauthentic and even unconvincing. It may also be a waste of resources that you can’t quite afford as a new business.

To be effective, try to make every one of your case studies relatable and helpful for your personas. Cover multiple use cases in each of your case studies when possible. You’ll not only simplify your own life, but you also keep your case study library clean and impactful.

Case studies are powerful marketing tools. They tell your potential customers relatable stories, demonstrate your company’s success, and help you build credibility. Case studies will help you reach your audience in a way that no sales pitch, email, newsletter, or advertisement will.

Plus, if your company made such a positive impact on a customer that they want to share their experience with others, why not broadcast that story?

Now it’s time to start creating content that matters to your potential customers and converts more leads.

Don't forget to share this post!

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How to Create an Impressive Case Study One Pager [Including Templates]

Written by: Idorenyin Uko

Case studies are a powerful tool for increasing sales and driving revenue. They share real-life proof of how your company has helped clients solve their pain points.

With shrinking customer attention spans, a case study one pager is a great way to quickly communicate the value of your product or service. That’s because they distill the key points of the customer's story into a concise and compelling narrative.

The best part? Readers can quickly grasp the essence of the case study and take action without getting bogged down in unnecessary details.

Ready to create yours? In this article, we’ll show you how to create high-converting case studies that build trust and credibility and ultimately drive business results. We’ve also rounded up professionally-designed case study templates to get you started on the right foot.

Before you jump in, take a look at this video. It shares the secrets to crafting awesome one pagers that will blow your readers away and convey your message in the most compelling way.

Table of Contents​​

What is a case study one pager, what is the purpose of a case study one pager, 10 case study one pager templates, how to create a case study one pager with visme, case study best practices, case study faqs.

• A case study one pager is a brief document that details concise stories about a customer's experience with a product or service.
• Writing a case study one-pager helps you attract leads, demonstrate credibility and expertise, drive customer retention and loyalty, support sales and marketing efforts and build social proof.
• Visme has everything you need to create a winning case study one pager regardless of your industry or niche. Access professionally designed templates that are easily customizable with multiple sharing and download options.
• Here are a few best practices for crafting a high-converting one pager: define the purpose, make it relatable to your target audience, prove the value of your brand, be specific and include real numbers and follow a consistent structure.

A case study one pager is a summarized document that shares the success existing clients have had with your product, service or solution. Not only are case studies one pager valuable sales collateral, but they also demonstrate:

• The value of your product and service
• The specific problem or pain point clients struggled with before discovering your product
• How your business helped them solve their problem
• The specific goals, results and outcomes they achieved

The beauty of case study one pagers is that they are concise and less overwhelming. They're single-page documents, typically one page long. Compared to multi-paged case studies, prospects who are short on time can quickly grasp the main takeaways and take action.

If you already have a multi-page case study , you can condense key points and highlights into this one pager. With Visme’s interactive tools , you can link to the full case study document or your company’s case study landing page.

There’s no doubt that case studies work. When it comes to proving the value and quality of your product, case studies are an invaluable asset. HubSpot's report indicates that 42% of marketers use case studies as a top media format in their content strategy.

A well-crafted case study one pager can serve several purposes:

Attract Leads

There is no better selling point to prospects than proof of real-world examples of challenges your company has helped solve. That’s why case study one-pagers can be a catalyst for lead generation .

Case studies are strong proof that your product or service works. This increases your prospect’s confidence in choosing your brand over your competitors.

During a case study presentation , you can leave your case study one pagers with prospects so they can refer back to it.

Additionally, case studies are great for nurturing and re-engaging leads. If your previous outreach was successful, you can share it as part of a drip campaign to pique their interest and encourage them to learn more about your solutions.

Demonstrates Credibility and Expertise

Writing any type of one-pager is a chance to show your expertise in your field, especially a one pager case study. It proves your company's ability to deliver results and solve real-world problems.

Also, case studies position your brand as a thought leader and build trust with prospects. They can easily make informed decisions about doing business with you.

Drive Customer Retention and Loyalty

Once your customer has made the first purchase, it’s easy to get carried away. Well, your job isn’t done. Customer success teams can share case studies to nurture leads and turn them into paying customers.

In addition, case studies can be a great way to showcase and engage satisfied customers. When existing customers read case studies, they gain deeper insight into your company's capabilities . It then validates why customers chose you and why they should continue to do so.

Also, when you highlight customers in your case studies, it builds a deeper connection and customers feel a sense of loyalty to your brand.

Support Sales and Marketing Efforts

Case studies are hard-hitting sales enablement content .

You can support your sales and marketing teams by providing them with compelling, data-driven case studies to share with prospects. This helps sales representatives build stronger relationships with potential customers, maximize conversions and close more deals.

Builds Social Proof

Case studies include customer testimonials. And research shows that 72% of people develop more trust for brands that have positive reviews and testimonials. Another study shows that testimonials boost revenue by 62% .

With case studies, you’re able to showcase the genuine satisfaction and appreciation of your clients. This element provides social proof and an extra layer of authenticity.

Case studies also have great referral value. Satisfied customers featured in case studies are more likely to recommend your business, as they feel proud to be associated with your brand and want to share their positive experiences with others.

RELATED: 15 Real-Life Case Study Examples & Best Practices

In this section, we’ve rounded up ten customizable case study templates to get you started, each covering a wide range of case study topics.

As you go through this section, don’t forget that one pager case studies can be combined with other marketing materials, such as whitepapers, webinars, or demos, to create a comprehensive marketing strategy.

1. Hospitality One-Pager Case Study

This modern and sleek case Study template is perfect for showcasing your company's success stories in a visually appealing way.

The template has a clean design and a minimalist layout structure. Key sections, including objectives, program overview, revenue impact, key metrics and findings are neatly arranged into two columns.

Notice how the ratings and total sales revenue breakdown are captured using engaging charts and graphs. With Visme’s data visualization tool, you get unlimited access to different types of charts, graphs, maps and widgets to easily capture results and financial data.

2. Fintech One-Pager Case Study

Whether you're looking to demonstrate the expertise and credibility of your fintech company, this template has everything you need.

The template features a striking deep navy blue background design. This dark theme sharply contrasts the white and yellow text and gray visuals, making them stand out and grab the viewer's attention.

The case study format is carefully crafted to guide the reader's eye through the page, with clear section headers and visually appealing icons and graphics. With Visme’s intuitive editor, you can change the color of the background, text or charts to match your branding.

3. Online Learning One-Pager Case Study

Are you an educator, trainer and learning professional? This one pager case study template is not just great sales material; it’s perfect for showing social proof. It’s designed to help you communicate the effectiveness of your training methods.

The template can be adapted to any industry or project. It begins with a bold header followed by key sections—introduction, innovation, KPIs, key takeaways and more. The stunning image aligned at the top right draws attention, captivates readers and leaves a lasting impression.

Feel free to tap into Visme’s rich library of stock photos , icons, widgets and other design elements to make your document shine.

And if you can’t find your preferred graphics, Visme has your back. With the AI image generator , you whip up unique and professional quality photos, paintings, pencil drawings, 3D graphics, icons, abstract art and more.

4. Industrial One Pager Case Study

Make your success stories stand out with this engaging case study template. Featuring a unique layout, colorful text and eye-catching visuals, this template is sure to capture readers' attention and keep them engaged until the very end.

The logo and social media icons highlight your company’s branding. You can link these icons to your social media accounts using Visme’s interactive and animation tool .

But that’s just the tip of the iceberg regarding what you can do with the animation and interactive features. Users can create animated graphics or hotspots that reveal additional information when clicked or hovered over. This helps to keep your one pager from getting cluttered with information.

5. Gadget Brand One Pager Case Study

If you sell physical or industrial products, this template is for you. With plenty of space for showcasing your study, solution and results, this template is the ideal tool to build trust and establish your reputation.

The template includes a variety of sections, such as key performance indicators, findings and outcomes, decision and more. Each section is designed to be easily customizable. You can easily swap them with your own text, images and graphics to make the template truly yours.

The design elements in this case study make it a head turner. The left bar has an incredible blend of a logo and title on a white and sky-blue background. The right bar houses most of the information and has a bold blue background.

The white and light blue fonts and purple icons complement each other with great visual contrast. To top it off, the stunning visuals and multimedia elements provide more context for your readers.

If you have multiple people on your team using this template, you can use Visme’s User permissions to control who can view it or what changes are made. Each Visme project allows you to control user permissions, which can be assigned by the creator or workspace admin.

You can assign various levels of access to your case study one pager, such as view-only, edit or comment directly on projects. Additionally, you have the option to make it password-protected, limiting access to those who truly need it.

6. Real Estate One Pager Case Study

With a strong emphasis on outcomes and achievements, this template is the perfect way to demonstrate the value of your real estate business and showcase your successes.

The template is split into six main blocks, each housing a different section. Each section has different background color themes with light-colored text for better visual contrast. With its user-friendly design and pre-built sections, this template saves you time and effort.

With the dynamic fields feature, you can easily customize this template for multiple clients. When designing it, add custom dynamic fields for sections like the title, client name, contact, etc. And then simply swap the text in the custom fields and your changes will reflect in a matter of seconds.

7. Ecommerce One Pager Case Study

Take your case studies to the next level with this e-commerce one pager case study template. Featuring engaging visuals like charts, widgets and icons, this template brings your success stories to life and engages readers in a whole new way.

The template includes sections for introducing the problem, outlining the solution and showcasing the results. With the customizable charts, you can add a professional touch and enhance your case study’s narrative.

Not sure what to write in your case study, or perhaps you need help proofreading your copy before you send it off to a client? Visme’s AI writer is a powerful assistant for crafting killer content. You can even use it to proofread your content.

8. Nutritional One Pager Case Study

Whether you're preparing a case study for publication, presentation, or educational purposes, this captivating nutritional case study template can help you communicate your findings effectively and engage your audience.

The template includes a range of colorful, eye-catching graphics, illustrations and visualizations that help break up the text and highlight key findings.

In addition to its visual appeal, this template is also highly customizable. Our user-friendly interface allows you to easily modify the layout, colors and fonts to suit your needs and branding preferences. You can even collaborate with colleagues and co-authors in real time. Team members can tag each other, leave feedback, resolve comments and more.

9. Training Workshop One Pager Case Study

If you're looking to highlight your training agency's capabilities and achievements, this template is an excellent starting point. Having amassed impressive results, you can even share them with new trainees to showcase the outcomes you expect.

With its flexible design and customizable elements, this template helps you tailor your message to any audience and make a lasting impression.

The template features two backgrounds—one with white and the other with different shades of red. With data visualization, you’re able to easily convey the results and help readers understand key insights.

Keep your branding consistent across multiple projects with Visme’s brand wizard . Simply input your URL and the tool will pull up your logo, colors and fonts from your website. You can easily add branding to your project with a single click.

10. Service Workshop One Pager Case Study

The modern and sleek design of the template is ideal for companies that want to showcase their innovative and forward-thinking approach.

The template includes a variety of fonts, colors and graphics that can be easily customized to match your brand identity. Easily find anything you need in Visme’s editor using the shortcut feature. Once you tap the forward-slash (/) on your keyboard, you’ll find a search bar where you can type the feature you’re looking for.

Additionally, the template is fully responsive, meaning that it can be easily viewed on a variety of devices, including laptops, tablets and smartphones. You can easily share your case study with others, regardless of how they prefer to access information.

Now that you know how case studies work and ten editable templates for creating a one-page case study, let’s cover how you can create and customize one using Visme.

Keep in mind that you can follow these steps when creating a company one pager or startup one pager .

Here’s what one of our customers has to say about Visme’s design software

“Visme saves time and is a whole lot more affordable than most other content development programs out there now. It makes it easy to develop professional, polished content.”

- Kendra Bradley, Graphic Content Developer at WOW! Read the full case study.

In this section, we’ll walk you through the process of creating a case study one pager in Visme.

Step 1: Register or Log in to your Visme Account

Sign up for a new Visme account or log into your account (if you’re an existing user). Fill in your login details in the form and you’ll be redirected to the dashboard. Either way, you can start exploring all the amazing features and tools that Visme has to offer!

Step 2: Leverage Editable Templates or Start from Scratch

The next step is to create your single-page case study. You have the option of starting from scratch or using premade templates. In the Visme dashboard, click Create New>Project. Browse through the collection of templates until you find one that best fits your needs.

Step 3: Write the Content

After choosing a template, the next step is to create the content. All you have to do is replace the template's content with yours. Visme's user-friendly editor allows you to effortlessly add, edit or delete content or move design elements around the canvas.

You have complete control over your text, including the ability to modify, add, remove and adjust the font size, style and color. The editor also offers options to change the text alignment and arrangement and animate your text.

Not sure what to write in your case study, or maybe you need help proofreading your copy before you send it off to a client? Visme has got you covered with its AI writing assistant .

Enter your prompt and the tool will generate a high-quality copy within minutes. You can even ask the tool to improve your grammar or help develop your ideas.

Step 4: Customize Your Case Study One-Pager

Want to make your proposal visually stunning? Visme's customization options can help you achieve just that!

Maintain consistent branding across your case study with Visme's Brand Design Tool . Simply enter your website URL and the tool will pull up your logo, colors, fonts and other design elements. With your branding assets saved in your brand kit, you can easily apply your branding to your document with just one click.

Use interactive elements , such as pop-ups, hover effects, clickable menus, hotspots and the flipbook effect to captivate your readers and keep them engaged throughout your proposal. You can also embed videos and incorporate animated icons, illustrations and special effects to make your proposal even more compelling.

Easily communicate findings and outcomes with Visme’s data visualization software . The tool has a rich variety of charts, graphs, maps and widgets to get you on the right track.

Step 5: Download and Share Your Case Study One Pager

After you have designed your project, you can easily share it with your audience via an online link. This feature allows you to keep all the interactive elements in your design as well as make real-time edits or changes with ease.

You can also download your case study as a high-resolution file in JPEG, PNG, PDF or HTML5 format, which can be shared offline.

That’s not all. Visme supports social sharing via its social media scheduling tool. This means you can schedule and share your case study directly on Instagram, Facebook, LinkedIn, Instagram, Slack and more.

With Visme’s analytics tool , you can easily monitor the performance of your design. The tool lets you track the number of views, engagement and other actions your audience takes.

Ready to squeeze the most value out of your next case study? Here are some best practices for creating effective case studies:

Structure Your Case Study to Focus on the Customer

The customer should be at the center of the case study.

When writing your case study, it makes sense to understand who your ideal customer is. Consider what they want to know and what will resonate with them.

If your clients are in the tech industry, share a case study about that niche. Tailoring the case study to their needs and interests will grab their attention and drive action.

Set the scene for the case study by providing relevant background information, such as the company, industry and challenges faced. Also, highlight the goals and achievements they had before you stepped in. This will help readers understand the severity of the problem and why the case study matters.

Prove the Value of Your Product, Service or Solution

When writing a case study make it persuasive and show clear results. Explain how your product or service helped customers achieve their objectives and improve their business outcomes. Think of it as showing a “before” and “after”!

However, make sure to focus on outcomes that matter most to the customer. This could include cost savings, revenue growth, or improved customer satisfaction.

Include quotes and testimonials from customers, stakeholders, or experts. This can add credibility and depth to the case study. They can also provide insight into the customer's perspective and experience.

Storytelling never goes out of fashion. Tell a story that engages the reader and makes them want to keep reading. Start with a captivating title and introduction to draw in the reader. Lace the middle with persuasive words, vivid visuals, data visualizations and detailed examples to bring the case study to life.

End with an action-oriented conclusion. Let your prospects know what to do next and how to do it.

Be Specific and Include Real Numbers

Avoid generalizations and vague statements. Instead, use specific details and metrics to demonstrate the impact of your product or service.

For example, instead of saying, "Our software increased efficiency," say, "Our software reduced processing time by 50%."

Include visual elements such as charts, images and infographics to break up the text and make it more engaging. They are also useful for illustrating key concepts, showcasing products or services and highlighting benefits and outcomes.

Follow a Consistent Structure

Use a case study outline that makes your case study scannable and easy to read. For example, you can follow this simple structure.

• Introducing the customer
• Describing the challenge
• Explaining the solution
• Summarizing the benefits and outcomes.
• Highlighting the customer testimonials and quotes

This structure will make it easier for readers to follow along and understand the key points.

Finally, edit and proofread the case study to ensure it's error-free and flows smoothly. Ask others for feedback to ensure it meets your audience's needs.

Got some questions about case studies? Find the answers to some of the frequently asked questions here:

Q. How to Write a Case Study

Here's a step-by-step guide on how to write a case study:

• Choose a subject. Select a customer who has achieved significant results using your product or service.
• Define the objective. Is it to demonstrate your product's effectiveness, showcase a successful implementation, or highlight the benefits of your service? Knowing the objective will help you craft a focused case study.
• Collect relevant data and information about the customer's situation, including their goals, challenges and achievements. This may involve conducting interviews with the customer, gathering data from surveys or analytics tools and reviewing any relevant documentation.
• Create a case study outline. Develop a framework for the case study that includes an introduction, a description of the customer's situation, a discussion of the solution and an analysis of the results.
• Consider using a storytelling technique , such as the hero's journey, to make the case study more engaging.
• Write the first draft. Start writing the case study using the framework. Focus on telling a clear and concise story that highlights the customer's journey and the impact of your product or service. Use quotes and anecdotes from the customer to add depth and authenticity.
• Get feedback. Share the draft with the customer and ask for their feedback. Use their input to further refine the case study and ensure it accurately reflects their experience.
• Finalize the case study. Once you have incorporated the customer's feedback, finalize the case study by proofreading it carefully and formatting it appropriately. To enhance the story, consider adding visual elements, such as charts, photos, screenshots, or infographics.
• Publish and promote. Once the case study is complete, publish it on your website, social media channels and other relevant platforms. Promote it through email marketing, paid advertising and other channels to reach your target audience.

Q. How to Format a Case Study

There are various formats for presenting a case study, such as one-pagers and multi-paged documents, videos, infographics and more.

Typically, the case study structure and format are straightforward. A case study usually describes a problem faced by the customer, along with how the product or service provided a solution, the outcomes and an analysis of the data. The study may also highlight any limitations or challenges that were encountered and conclude with key takeaways.

Q. Can a Case Study Be One Page?

Yes, a case study can be on one page. Case study one pagers are commonly used by sales and marketing departments that want to attract or warm up potential leads in their pipeline who are short on time or need to be quickly engaged.

Q. What Are the Most Important Areas of a Case Study?

The text below outlines the key elements that should be included when studying a product or service:

• Identify the pain point, problem, or challenge faced by the customer or client.
• Describe the solution the product or service provides to address the identified issue.
• Show the results and data obtained from implementing the solution or approach. Highlight any limitations or challenges encountered during the process.
• Conclude with key takeaways that summarize the overall impact of the solution or approach.

Additionally, you can include a well-crafted title and introduction that grabs the reader’s attention and sets the tone for the rest of the case study.

Create & Share Stunning Case Studies with Visme

There you have it. Case studies are valuable assets for driving sales and conversions.

In this article, we’ve shared stunning templates and best practices for creating a winning case study one-pager. We also discussed the advantages of a case study.

Now it’s time to get to work. Visme has everything you need to create stunning case study one-pagers. With our intuitive and user-friendly interface, editable template and cutting-edge features, you can easily create different types of marketing, sales and product one-pagers. Access interactive features, visuals, charts and other design elements to drive engagement over the top.

Ready to take Visme for a test drive? Sign up to discover how Visme can help you drive maximum results for your business.

Create stunning case study one pagers with Visme

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5 Steps for Writing a Killer Marketing Case Study

December 5, 2019

By Natalie Boyd

Create content in a silo. Keep your wins to yourself. Promote nothing. This is marketing’s mantra, right? Not even close.

Today’s marketers have a full-time job creating content, generating leads, driving traffic, collaborating across channels, and staying in the know when it comes to understanding the ins and outs of their ideal customer—and a case study can display your success.

Though the type of marketing material can vary from infographics to blogs to videos to e-books , the case study is a piece of content that should be in every organization’s front pocket. It is a valuable tool everywhere from the website to the sales floor that can:

• Boost Your Industry Credibility. Whether you work across industries or you are specialized within a particular niche, experience must be shared. A case study is a perfect avenue to promote your industry know-how. After all, birds of a feather flock together. Showcasing your achievement through a case study within a specific industry will boost your credibility while delivering proof points that may attract similar clients.
• Show Your Success . You have customer wins. Flaunt them. Unlike traditional marketing materials, a case study delivers validation from your customers of your good work. It takes words to a different level by showing the journey from point A to point B in a narrative format, while being authentic enough to share where you were challenged and transparent enough to share your secrets—all while delivering the data to back it.
• Repurpose the Content. A case study gives an in-depth look at your problem-solving skills. With this content in hand, it is easy to create blogs or videos—or let your public relations team use the case study as a talking point with the media. If you repurpose the case study content across formats and channels, you will give your success wings.

The case study is not only the perfect content to arm the sales team with data-driven points, but it is also a document that serves as a testimony from those outside of your organization.

After all, you ask your family and friends to recommend their favorite businesses, you read reviews before booking your vacation hotel, and you see the movies that have won the most awards. (Nearly 90 percent of consumers trust online reviews as much as personal recommendations.) It’s natural to want to surround yourself with products, services, and companies that have the blessing of those that have gone before you. And that, in a nutshell, is what the case study is.

The case study will give you credibility, flaunt your customer wins, and give you a narrative for additional content. You’ve taken the time to understand your customers. Your products, services, or tactics have blown through their obstacles and there is data to prove your strategies work—now it’s your turn to make a case study work for you.

Tips for Creating High-Performing Case Studies

1. build trust.

The best case studies leverage the right relationships.

First off, you should establish a plan for selecting candidates. Your participants should have extensive product knowledge and impressive results. If possible, highlight any notable brands you work with.

When reaching out to participants, building trust is important. You want something authentic—so remove the case study verbiage from your initial request. Make your prospective participants feel special, and start by asking them to help tell their story.

As you move forward with the interview process, remember that your customers are busy. So be prepared. Keep questions clear and concise, but also open-ended. Drive the conversation, but allow your participants to openly describe their experience.

2. Tell a Story

Once you gather the facts, it’s time to start writing.

The “hero journey” is a narrative outline in which a hero goes on an adventure, wins a victory, and comes home changed or transformed. And according to marketer Sid Smith, a loose adaptation of Joseph Campbell's literary theory can be applied to your marketing case study:

• Hero suffers a loss or experiences a serious problem …
• Hero attempts to resolve issues through usual means, and fails …
• Hero goes on a journey and discovers an ally or new approach …
• Hero overcomes tremendous odds to resolve the problem …
• Hero returns triumphant and tells all about his conquest.

What does this all mean? That storytelling drives case studies. Identify your sample customers, their goals, their needs, and how your company helped them meet these goals.

3. Pay Close Attention to Formatting

No one enjoys huge chunk of texts. As we’ve blogged about before here at SmartBug Media, too many words might not get your message across , or even worse, scare off readers.

The first rule of thumb? Keep it simple.

Like other inbound content, case studies do not have to be complicated. When it comes to length, I’ve seen several schools of thought. Marketers such as Debbie Weil claim that 500 words works best while Neil Patel touts the benefits of long-form copy .

Worry less about word count and more about telling your story. Also, like other forms of content, employ effective formatting elements, including:

• Bulleted lists
• Bolded text

Most importantly, it’s up to you to find out what’s best for you and what resonates with your end-users.

4. Include the Facts

This may seem like a no-brainer, but a marketing case study without facts is like a car without gas: It will sputter out before you reach your destination. However, as important as it is to include facts, it’s also essential to show real numbers and real proof.

Rather than use ambiguous terms such as “doubled traffic” or “tripled conversions,” display the actual numbers. You want data to be crystal clear.

Ultimately, numbers should contribute to your overall story. They’ll outline tangible results. And when properly portrayed, data can show exactly where your customers began and where they ended up with your help.

5. Talk Strategy

Just as it’s important to include real data, it’s equally important to provide specific strategy. You’ll want to include a conclusion that explicitly proves how your product or service impacted your customer—and how it helped them reach their goals.

Rather than simply say how your services led to your customer’s end results, tell your readers exactly how your services impacted your customer. At this point, you’ve already told your story. Now is the time to finish it.

This post was originally published in March 2017, and it has since been updated.

Easily craft compelling customer interviews & provide leads with the information they need to make an informed decision.

Case Study Questions Template

About the author

Natalie Boyd was formerly a Marketing Specialist at SmartBug Media with 10 years of experience supporting in-house, freelance, and agency clients. She is passionate about using inbound marketing to help businesses succeed and make meaningful connections with their target audience. Read more articles by Natalie Boyd .

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