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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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16 case study examples (+ 3 templates to make your own)
I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.
Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.
To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.
What is a case study?
A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.
For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.
It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."
16 case study examples
While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.
There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.
1. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll
People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.
In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.
It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.
Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.
2. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable
This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.
It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.
Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.
3. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma
My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.
It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.
Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.
4. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier
Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them.
The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.
Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.
5. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI
In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.
The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed.
Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.
6. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub
GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.
To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.
Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study.
7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful
Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.
This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content.
Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.
8 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana
Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials.
It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.
Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.
9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp
I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.
It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.
Takeaway: Be concise to provide as much value in as little text as possible.
10. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday
The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.
Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.
Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.
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I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.
Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."
Takeaway: Inject humor into your case study if there's room for it and if it fits your brand.
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Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.
It's simple, concise, and manages to fit a lot of information in easily digestible sections.
Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.
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Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.
I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.
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Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex.
And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.
Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.
15. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble
The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time.
Sometimes, the message is simple and short enough to convey in a handful of paragraphs.
Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.
16. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier
I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.
The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.
Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.
3 case study templates
Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.
Case study template 1
If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.
Case study template 2
For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats.
Case study template 3
Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.
Tips for writing a case study
Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.
Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.
Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.
Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged.
Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.
Use automation to drive results for your case study
A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.
Case study FAQ
Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.
What is an example of a case study?
An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.
How do you write a case study?
To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.
What is the format of a case study?
While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results.
Related reading:
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Hachem Ramki
Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.
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27 Case Study Examples Every Marketer Should See
Published: July 22, 2024
Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.
In this post, I’ll go over the definition of a case study and the best examples to inspire you.
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What is a case study?
Marketing case study examples, digital marketing case study examples.
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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.
A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.
This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.
A great case study also has research and stats to back up points made about a project's results.
There are several ways to use case studies in your marketing strategy.
From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.
Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.
There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.
To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.
These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.
These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.
In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.
You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.
How to Write a Case Study: Bookmarkable Guide & Template
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Showcase your company's success using these free case study templates.
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Frequently Asked Questions
How do i use these software case study templates.
Choose a Software Case Study template you like, sign up for free if you haven’t signed up yet, and start customizing using DocHipo’s intuitive drag-and-drop editor.
How do I find free Software Case Study templates?
Free Software Case Study templates are labeled as “Free” so that you can instantly identify them and start customizing. The premium templates require a Pro edition.
If I download a Software Case Study, will it leave a watermark?
No. Once you design a Software Case Study inside DocHipo and download the same, we don’t leave any watermark whatsoever, even if you are on the Free plan.
How can I learn more about customizing these Software Case Study templates?
The step-by-step DocHipo video tutorials will walk you through how to customize these templates for Software Case Study and make them look stunning!
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Want to elevate your brand’s credibility? Case studies are the perfect way to showcase your brand’s success story effectively. DocHipo’s free online case study maker is all you need to transform your achievements into compelling stories.
DocHipo offers professionally designed Case Study Templates to help you seamlessly showcase your client success stories across industries such as software, IT services, marketing, consulting, design, accounting, and so on. The templates exhibit professionalism with well-organized layouts, cohesive color schemes, eye-soothing fonts, and ample whitespace for a neat, clean, and appealing look. Choose a template that aligns with your needs and incorporate your brand elements, such as logo, color scheme, custom font, etc, using a brand kit to ensure consistency. With the easy-to-use drag-and-drop DocHipo editor , customize the content, pictures, and more till it speaks for your brand.
Once you’re content with your brand’s narrative and visual appeal of your case studies, download them without any watermark. Now, you can win your potential customers with an enticing portrayal of your expertise.
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11 Case Study Templates to Elevate Your Brand’s Credibility and Influence
A case study is a convenient way to convey the skills, experience, and expertise of your organization to your potential clients.
It is also a crucial element of the marketing strategy of every organization. Companies can use it to build an impactful narrative for their success and establish brand credibility through data. It also improves brand awareness and helps to rope in more clients.
However, writing case studies from scratch is a hectic task and consumes valuable time. Moreover, it becomes difficult to ensure all case studies of your company have the same pattern when you assign the task to different people.
These problems can be resolved using case study templates. That’s why I will discuss some useful resources where you can get templates for unique organizational requirements.
Useful Case Studies Examples for Marketing
Let’s take a look at some real-life examples of case studies for the marketing purpose.
This straightforward case study of Asana shows how HackReactor successfully ran a coding bootcamp with the help of Asana. It focuses on their achievements and highlights the numeric data for the quick attention of the users.
The case study also includes a summary of their client detail, like industry, company size, region, and workflow . The full case study section also includes a detailed discussion of the problems faced by HackReactor. How Asana features helped HackReactor is also mentioned using quotations from HackReactor CEO.
Redapt used a common but effective style to display their success in scaling up a client’s functionality according to the expanding player base. Though the caste study does not mention the client’s name, it was able to convey the message by summarizing the problem, its solution, and the outcome.
The case study successfully mentioned the key points without getting into details. The client’s pain points were described in two small paragraphs, while Redapt’s recommendations and their outcomes were mentioned in bullet points.
In the case study, Fractl highlighted its biggest achievement, which is earning links from a certain number of unique domains in a year. It also showcased the benefits the client received because of their efforts using numeric data.
This case study also used charts and graphs to display analytics data. It also included visual graphics to highlight other significant achievements. Other highlighted points were concisely mentioned at the end of the case study.
Benefits of Using Case Study Templates
- It saves you from creating a case study from scratch
- It helps you maintain consistency in style and form across the case studies
- It lets you put down your thoughts in an organized manner
- It enables you to present case studies in a professional and visually attractive layout
- It offers a structured framework that guides you through the writing process
How to Select the Right Template for a Case Study
- Clearly analyze the purpose of creating a case study
- Identify the elements you want to include in the case study
- Select a suitable template for your industry and business
- Go through the options to find the one with the right structure for your need
- Choose a template that will visually attract your audience
- Prefer a template with various customizable options
Now that you know the benefits of case study templates, here are the resources where you can find some awesome case study templates.
On Smartsheet , you get a collection of case study templates that can be used by different industries. The templates are even available in different formats, like Word, PDF, and PowerPoint. Smartsheet lets you download the template on your computer and add relevant information to the templates to create the case study for your organization.
Smartsheet templates can be used to create simple one-page case studies as well as lengthy and complex case studies.
Visme offers a range of professional case study templates to showcase your organization’s contribution to achieving the goals of other companies or customers. Here you will get dedicated templates for SaaS , B2B, social media, real estate, finance, UX, design, medical, and media.
These templates come with a customizable layout where you can add brand colors, change to preferred fonts and logos, add or remove pages, and download the final copy in a high-quality format. You can even add the case study to your website.
Xtensio lets you highlight your expertise using KPIs and provide visual proof of your experience and skill. Using the Xtensio editor, you can collaborative work with your teammates to make changes to the templates.
It lets you customize everything according to your brand identity, resize it, and add images, charts, and videos through drag and drop.
It is also possible to reuse and repurpose the template. Moreover, these can be downloaded in PDF and PNG format, presented as a slideshow, embedded in the website, and shared with others with a link.
No matter why you need a case study template, you will get that on Decktopus . It mainly offers presentation templates of varied designs for different purposes, such as product, marketing, art, counseling, and nursing.
You can edit these templates on this online platform or use its AI tool to generate a template for you.
Using the templates available on Venngage , you can create engaging case studies. You can select the template that matches your brand design and color or customize them to your needs.
On this platform, you will get templates for content marketing, social media, project scope, training and development, SaaS, and lead generation .
Freepik also offers you case study templates. But these are available in image formats like JPG and EPS. So, to edit these templates, you need to use any vector editing tool like Adobe Illustrator.
Templates of this platform are available in the two-page format, but some one-page templates can also be found. You can pick the template of your choice and edit them with your data.
On Marq , you get a range of case study templates for different organizations and fields. Whether you are looking for a template with a minimal layout or a detailed one, you are going to find that on this platform.
The templates vary in design and style, so you can choose the one that matches your brand identity. Moreover, you can customize the layout and include text, images, and other necessary elements it in.
Demand Metric
Demand Metric is another useful platform to get a customizable case study template. This Docx file template can be edited using your company information. It is useful to highlight the problem and its solution using different methods.
Pitch offers a free presentation template for case studies to demonstrate your key achievements and project results. This multiple-slide template can be customized according to your brand style.
It also lets you embed images, GIFs, and videos into your slides to make the presentation more interesting. Not to mention, you get ample space to add information to it.
Beautiful.ai
Are you in need of a case study template for presenting in a meeting? Beautiful.ai offers a template for designing a professional and memorable case study. The template contains 15 slides where you can add all the necessary information to make it engaging.
If you want, you can remove some slides from the presentation template. It helps you communicate the value of your products and showcase your success stories to convert leads into clients.
Do you want to create an informative case study for your prospective clients and customers? Try Bit to get the template for an interactive and trackable case study. You can work collaboratively on this template that lets you create a fully responsive document.
In this case study template, you can include web links, YouTube and Vimeo video links, social media posts, and many more. After creating your case study, you can seamlessly embed it in any website.
Top Tips to Write the Perfect Case Study
- Identify your goal and target client
- Compile necessary data through research
- Select the suitable format or template
- Mention the pain points that you resolved
- Tell an engaging story in clear language
- Add necessary details to show the big picture
- Use visual graphics and references
- Add real numbers to get attention
- Discuss the specific strategies used for success
Case studies play a crucial role in getting new clients for your business. It also helps spread your organizational success stories among your customers.
Using the tips mentioned above, you can create engaging and effective case studies. You can also take help from the case study templates to quickly get the job done.
You can take help from templates for other tasks as well, such as project management and digital asset management .
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15 Real-Life Case Study Examples & Best Practices
Written by: Oghale Olori
Case studies are more than just success stories.
They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.
It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.
To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.
Let’s dive in!
Table of Contents
What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.
- A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual.
- Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
- Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
- Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.
A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.
Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.
Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.
Every great case study is made up of key elements. They are;
- Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
- Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
- Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
- Solution: Explain how your product or service specifically addressed your customer's challenges.
- Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
- Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
- Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
- Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.
Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.
In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.
We’ve also included professionally designed case study templates to inspire you.
1. Georgia Tech Athletics Increase Season Ticket Sales by 80%
Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.
Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.
Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.
As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.
Why Does This Case Study Work?
In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.
Salesloft utilized a case study video to increase engagement and invoke human connection.
Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.
The beautiful thing is that creating videos for your case study doesn’t have to be daunting.
With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.
Simplify content creation and brand management for your team
- Collaborate on designs , mockups and wireframes with your non-design colleagues
- Lock down your branding to maintain brand consistency throughout your designs
- Why start from scratch? Save time with 1000s of professional branded templates
Sign up. It’s free.
2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot
WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.
This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.
WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.
As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.
Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.
Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.
Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.
3. Immi’s Ram Fam Helps to Drive Over $200k in Sales
Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.
This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.
As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.
The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.
While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.
Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.
Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!
4. How WOW! is Saving Nearly 79% in Time and Cost With Visme
This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo
WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.
Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.
This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.
Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.
Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.
“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!
Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.
By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.
To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”
Who wouldn't want that?
Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.
This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.
The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.
5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM
While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.
Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.
Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.
The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.
Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.
Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.
Take a look at this case study one-pager template below.
This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.
Our favorite part of this template is where the age group is visualized.
With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!
6. How Workato Converts 75% of Their Qualified Leads
Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.
At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.
As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.
This case study example utilizes the power of video testimonials to drive the impact of their product.
Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.
In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.
However, when crafting and designing your case study, you should prioritize having a good WMS.
Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.
Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.
7. Rush Order Helps Vogmask Scale-Up During a Pandemic
Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.
Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.
Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.
Rush Order chose one event where their impact mattered the most to their customer and shared that story.
While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.
The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.
Take a look at this product case study template below.
Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.
The right combination of shapes and colors adds a level of professionalism to this case study template.
8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%
With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.
Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.
Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.
Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.
This case study example showcases the power of a concise and impactful narrative.
To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.
Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.
Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.
9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics
SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.
Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.
By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.
Visme creatively incorporates testimonials In this case study example.
By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.
This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.
Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.
For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.
Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;
Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”
Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”
Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”
You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.
10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X
Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.
To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.
Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.
The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.
Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.
Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.
Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!
11. How Meliá Became One of the Most Influential Hotel Chains on Social Media
Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.
Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.
In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.
The need for a good case study design cannot be over-emphasized.
As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.
If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.
Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.
With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!
Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.
12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory
Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.
One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.
Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.
This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.
The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.
This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.
If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.
Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.
In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design. With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.
With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.
You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.
13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv
Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.
David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.
As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.
This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.
At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.
However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.
To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs. So you don’t have to type it out multiple times.
14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder
Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.
At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.
Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.
With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.
Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.
Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.
From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.
The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.
Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.
15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno
Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.
Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.
After exploring their options, Cents of Style decided on LeadDyno.
LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.
Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.
As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.
LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.
A well-placed CTA offers them a direct path to learn more and take action.
LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.
Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.
Still have more questions about case studies? Let's look at some frequently asked questions.
How to Write a Case Study?
- Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
- Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
- Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
- Craft a compelling headline: Include figures or percentages that draw attention to your case study.
- Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
- Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
- Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.
What Are the Stages of a Case Study?
The stages of a case study are;
- Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
- Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
- Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
- Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
- Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.
What Are the Advantages and Disadvantages of a Case Study?
Advantages of a case study:
- Case studies showcase a specific solution and outcome for specific customer challenges.
- It attracts potential customers with similar challenges.
- It builds trust and credibility with potential customers.
- It provides an in-depth analysis of your company’s problem-solving process.
Disadvantages of a case study:
- Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
- It relies heavily on customer cooperation and willingness to share information.
- It stands a risk of becoming outdated as industries and customer needs evolve.
What Are the Types of Case Studies?
There are 7 main types of case studies. They include;
- Illustrative case study.
- Instrumental case study.
- Intrinsic case study.
- Descriptive case study.
- Explanatory case study.
- Exploratory case study.
- Collective case study.
How Long Should a Case Study Be?
The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies
What Is the Difference Between a Case Study and an Example?
Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.
Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.
Where Can I Find Case Study Examples?
You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.
If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.
Get More Out Of Your Case Studies With Visme
Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.
Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.
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Case Study Templates
Case studies are great tools for showcasing success stories and driving business growth. Make your case studies stand out with our customizable report templates, designed to help you tell your story in a compelling and engaging way.
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The brand case study template is the perfect way to present and discuss your case studies with clients or colleagues. With a modern and professional design, this template will help you make a great impression while brainstorming potential solutions to problems.
Looking to present your case studies in a more engaging and persuasive way? Look no further than the brand case study template. This presentation template was designed specifically for marketing agency professionals, and makes it easy to discuss case studies in brainstorming sessions. With customizable slides, you can tailor the template to fit your needs, and make your case studies stand out from the competition.
Some of other case study templates
Literacy Case Study Template
A literacy case study template is a document used to analyze and present a specific case or example related to literacy education.
Art Case Study Template
Your case studies will look like masterpieces with this clever and stylish template. Designed specifically for artist professionals, it provides an attractive canvas on which to display your work. With its easy-to-use format, you'll be able to create polished presentations that will convince your audience of the power of your art.
Client Case Study Template
Introducing the perfect tool for small business professionals looking to present case studies in sales meetings! This presentation template is easy to use, and helps you discuss case studies in a clear and concise manner. So why wait? Get started today and see the results for yourself!
Case Study Format Template
Make your next case study presentation stand out from the rest with this business case study template. This professional and stylish template will help you impress your clients and make a great impression. With easy to edit slides, you'll be able to create a presentation that is unique to your agency and showcases your best work.
Marketing Case Study Template
Stop spending your time recreating your product's presentation again and again! With our one-click platform, you can easily create beautiful presentations for yourself or your clients.
Sales Case Study Template
Looking to give your sales pitch a boost? Start by using our sales case study template! This presentation template is designed for salespeople to present and discuss case studies in sales meetings. With its professional look and engaging layout, your clients will be impressed with the level of detail you put into your analysis. So why wait? Get started on your next case study today with our helpful template!
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Free AI Case Study Generator: Impactful case studies in seconds
Generate high-quality, compelling case studies in seconds with Piktochart AI. Turn data into impactful stories tailored to your brand. Perfect for marketing professional, business owner, or entrepreneur.
The fastest and easiest way to create case study
AI-Powered Content Generation
Transform your case study creation process
Whether showcasing a client’s success or highlighting your product’s impact, our AI case study genetor automates the hard work, so you can focus on what truly matters—growing your business.
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Bring your success stories to life with just a few clicks
Coming soon: Preserve the integrity and full context of your original text with Piktochart AI. Our tool currently generates multi-page case studies up to 8 pages, with advanced features coming soon.
Effortless Customization
Seamless customization tailored for you
Piktochart AI simplifies the design process, allowing you to produce visually stunning and on-brand case studies without needing extensive design expertise.
Endless Possibilities
Unlock your creativity with stunning AI-generated images
From imaginative landscapes to futuristic designs, the possibilities are endless. Elevate your case study design and effortlessly bring your creative concepts to life!
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Marketers and Content Managers
- Build credibility and trust by showcasing real-world successes, proving the effectiveness of products or services.
- Generate leads and nurture potential clients by offering valuable insights as part of outreach campaign.
- Used as a persuasive tool during presentations and meetings, demonstrating real-world impact to address objections and strengthen pitch.
- Create engaging content for various channels such as blog posts, infographics, videos, and social media content, increasing visibility and engagement across multiple marketing channels.
Nonprofit Organizations
- Showcase impact by highlighting the outcomes and success of nonprofit programs, demonstrating its effectiveness.
- Build credibility with donors and funders with compelling evidence of the nonprofit’s work, helping to engage potential them by illustrating how their contributions make a difference.
- Raise awareness about specific issues, using real-life examples to advocate for change and inform the public about the needs and successes related to their cause.
- Engage volunteers by showing the impact of volunteer efforts and demonstrating how their involvement contributes to meaningful outcomes and positive change.
Educators and Trainers
- Enhance learning with practical examples and real-world applications that help students understand theoretical concepts.
- Facilitate discussion and critical thinking by helping students to analyze complex situations, develop solutions, and engage in problem-solving activities.
- Demonstrate effective practices and strategies through highlighting successful methods and approaches from experienced professionals.
- Serve as assessment tools, allowing educators to evaluate students’ ability to apply knowledge and skills. They provide a basis for testing problem-solving and analytical abilities in real-world contexts.
Researchers and Academics
- Illustrate and validate theoretical concepts or models, making abstract ideas more tangible and easier to understand in academic research.
- Conduct detailed, contextual analyses of specific instances, exploring complex phenomena and uncovering insights that might not be evident in broader studies.
- Case studies help to support or refute hypotheses by providing real-world evidence and detailed observations that contribute to empirical validation or theory development.
- Offer evidence-based recommendations and insights that can inform policy decisions or improve practices in various fields.
How to Use AI to Create a Case Study
1. describe your case study purpose.
Begin by outlining the goal of your case study. Whether it’s to highlight an industry’s insight, showcase client stories, or demonstrate comparative study, clearly specify your objectives. You can also upload existing data, and our AI will help generate a customized case study tailored to your needs.
2. Choose from Our Templates
Piktochart AI will analyze your data and offer a range of professionally designed case study templates. Select the template that best aligns with your message and style to ensure your case study is presented with an engaging and impactful design.
3. Customize with Piktochart Editor
Each template is fully customizable, allowing you to adjust colors, fonts, and layouts to align with your brand’s style. Access our extensive library of high-quality images and icons to enrich your case studies.
4. Download and Share
Once your case study is perfected, easily export it as a PNG or PDF (Pro subscription required). Share it digitally or use it in print materials with ease.
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What kinds of case studies can be generated?
Client success story.
Highlights how a client benefited from a product or service, focusing on their challenges, solutions provided, and positive outcomes. This often includes client testimonials and quantitative results.
Product Case Study
Demonstrates how a product or service solves a specific problem, detailing its features, benefits, and real-world applications. Some user feedback and performance metrics will be included.
Industry Case Study
Examines trends, challenges, and solutions within a particular industry, using real-life examples to illustrate broader insights and innovations.
Comparative Case Study
Compares multiple products, services, or solutions, highlighting their strengths and weaknesses through direct comparisons and user experiences to help make informed decisions.
Internal Case Study
Focuses on a company’s own processes, projects, or initiatives, detailing how internal strategies or changes improved operations, efficiency, or performance.
Research Case Study
Presents findings from a detailed research project, including methodologies, results, and conclusions. Often used to support academic or market research with practical examples.
Problem-Solution Case Study
Identifies a specific problem faced by an organization and outlines the steps taken to resolve it, emphasizing the solution’s effectiveness and impact.
Discover other types of documents you can generate with Piktochart AI
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How many case studies can i generate, how do i get generate better results for my case study, how long does ai take to generate a case study, do i need to sign up for piktochart, why use an ai case study generator, what are the rules that apply to my use of piktochart ai, what else can you create with piktochart ai.
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How to Write a Use Case for Products (+ Template)
A use case allows you to imagine how a potential customer might use your product—in the ways you intend and in ways that surprise you.
When launching a new product, your vision for its use might differ from how customers actually use it. George Nissen, the gymnast who invented the modern trampoline, probably didn’t expect his exercise equipment would become a popular children’s toy. In other words, he probably didn’t foresee this use case —a product development framework that helps identify target audiences and hone in on your product’s value.
What is a use case?
A use case is a detailed description of how something is used to achieve a specific goal. For example, the use case for your refrigerator is storing food at low temperatures to prevent spoilage.
Formal use cases are commonly used in software development to map out how a hypothetical user will interact with a new feature. Other industries create use cases to identify key audiences and develop products that satisfy their needs.
How use cases work in software development
In the tech industry, a use case is a detailed document outlining the steps a user takes to achieve a goal using a not-yet-developed product, typically a new software feature.
Different combinations of users, goals, and actions yield different scenarios, and the use case for a single product can include multiple scenarios. The goal of a tech use case is to ensure the software meets user goals and to anticipate potential issues.
For example, in a use case for a mobile banking app, one scenario might involve a user entering incorrect login credentials multiple times, locking them out of their account. By identifying this issue during product research and development , the developers could implement a feature that lets users reset their passwords securely before launch.
How use cases work in other industries
Use cases in industries that make physical products differ from those used in the world of software development. A use case for a physical product focuses less on pinpointing errors and more on understanding and connecting with the target audience.
Developers and marketers of physical products create use cases to identify problems their product will solve for different users. A use case for a new fridge might focus on an ergonomic handle that’s more comfortable for people with arthritis. This would involve asking people with arthritis to test the handle to ensure it meets their needs. Marketing materials could then use language and imagery appealing to this audience.
📖Read more: How To Find a Product to Sell: 16 Proven Methods
Benefits of use cases
Hone in on the product’s value, prioritize key features, gain marketing insights.
A good use case can help you do the following:
Because a use case outlines exactly how your product helps your target audience achieve their goals, it can assist in illustrating your product’s value. Although you don’t share your use case with customers, it informs your unique value proposition and marketing materials.
Exploring different use cases for your product can reveal new, unexpected values and audiences. For example, a desktop mini fridge initially intended for beverages might also appeal to those needing refrigeration for skin care products. In tech, these alternative scenarios describe situations where users “misuse” software—or use it in unexpected ways. By anticipating alternative scenarios for your product, you can provide product attributes that better serve your users.
Understanding how your audience uses your product helps you identify and prioritize essential features or benefits to meet customer needs. This can also help with project planning and budgeting by focusing resources on the most critical features.
The key benefits you identify also form the basis for test cases, which validate the efficacy of your product’s features.
Product marketing relies on use cases to convey a product’s value to various audiences. Tailoring the language in marketing materials to the target audience and their specific use of the product ensures the message resonates.
Aligning your messaging with how your audience views their challenge or problem can make it easier for them to see your product as a solution.
Put your customer data to work with Shopify’s customer segmentation
Shopify’s built-in segmentation tools help you discover insights about your customers, build segments as targeted as your marketing plans with filters based on your customers’ demographic and behavioral data, and drive sales with timely and personalized emails.
How to write a use case for a product
- Select a user
- Describe the user’s goal
- Show how the product helps achieve this goal
- Identify key takeaways
In retail, a use case typically describes how a hypothetical customer interacts with and benefits from your product. You may need several use cases to cover various customer interactions. Our use case template can help you write your first one quickly and can provide a helpful framework for each additional use case.
Here’s how to write your first use case:
1. Select a user
Write a brief description of a hypothetical user from your target audience by asking, “Who is this product for?” Then create a use case for each user you identify.
For example, if your product is a collapsible bike helmet, the user might be an urban professional who rides their bike to a coworking space.
2. Describe the user’s goal
Once you’ve chosen a user, describe their goal or pain point related to your product. Focus on the user’s perspective, incorporating insights from customer feedback , surveys , or social listening . Capture how the user actually perceives their goal or pain point, not how you hope they see their pain point.
For the commuter cyclist, the pain point might be a typical helmet’s clunkiness. They want to stay safe, but their helmet doesn’t fit in their work bag, and there’s nowhere to store it at the coworking space. It’s also inconvenient when meeting friends for dinner after work.
3. Show how the product helps achieve this goal
Explain how the hypothetical user will use your product to solve their problem or achieve their goal. For a physical product, describe when and where they will use it and highlight the most important features or benefits.
There’s only one way to wear a bike helmet—on your head—but different users may be drawn to different features and use it in different settings. For instance, the commuter cyclist wears the collapsible helmet on their commute to the coworking space, then stashes it in their bag while working. They put it back on to meet friends for dinner, then stow it away once at the restaurant, repeating the process for the ride home.
4. Identify key takeaways
A use case isn’t something you write once and never look at again. Use it to help your marketing clearly demonstrate how your product can solve users’ challenges.
For instance, key takeaways from the commuter cyclist use case might include the need for a helmet small enough to fit in a messenger bag, work tote, or backpack. Since users frequently collapse and open the helmet, going from storage mode to biking mode and back again needs to be quick and easy. You can demonstrate this to potential customers in video ads on social media.
📖Read more: Types of Advertising: 14 Ways to Market a Product
Repeat this process for each target audience. You can then compile your product’s use cases into a single document to reference for promotional campaigns.
Product use case example
Most products have a variety of use cases. Consider the Slick Salve lip balm from skin care company Topicals . According to Roxana Ontiveros, product marketing lead at Tropicals, the balm was developed with multiple use cases in mind.
“It’s not only for a person who has existing dryness, but it’s also for people who are on Accutane,” she says. “And then it’s also a good use case for someone who maybe wants a cosmetic benefit. So they want something that’s kind of slick, kind of glossy.”
Even the name Slick Salve captures these different use cases: “Slick” describes the cosmetic appeal of glossy lips, while “salve” conveys its healing properties. For Roxana, use cases are an essential part of her goal of capturing as many audiences as possible while still being specific with the product storytelling and messaging.
What is a use case FAQ
What is the difference between a scenario and a use case.
In software development, a scenario (or use case instance) describes a single instance of a hypothetical user interacting with the product to achieve their goal. A use case diagram or document consists of various scenarios. In physical product development, the term use case is commonly employed instead of scenario.
What is the goal of a use case?
The goal of writing a use case is to outline how future users will use your product to meet their goals or needs, or solve their problems. A use case helps you identify target audiences and their needs for product development and marketing.
What is the difference between a use case and a case study?
A case study is a promotional document that tells the story of a real-life customer to prospective customers. A use case is an internal document that describes a hypothetical user and their goals.
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Case study examples. While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success. Juniper Networks. One example is the Adobe and Juniper Networks case study, which puts the reader in the customer's shoes.
14 Case Study Templates. Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 1. Fuji Xerox Australia Case Study Template. Customize this template and make it your own! Edit and Download.
Each case study template in Visme is designed to highlight your client's basic information, their problem and how your company's solution helped them overcome that problem. Customize your favorite case study layout from the options above with your own brand colors, or upload your exclusive brand fonts to use throughout the case study.
A great way to prove your worth is through a compelling case study. HubSpot's 2024 State of Marketing report found that case studies are so captivating that they were the fifth most commonly used type of content that marketers relied on.. That statistic still holds true in Forbes Advisor's 2024 study, which adds that 78% of B2B businesses report using case studies and customer stories ...
Here are some examples of clear and convincing case study headlines: "Achieving a 150% ROI: How [XYZ] Strategy Transformed a Startup". "How Optimized SEO Tactics Skyrocketed Sales by 80%". "Mastering Social Media: How [ABC] Brand Increased Engagement by 50%".
13. Word Case Study Research Template by Template.net. Via Template.net. 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.
For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail. Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail. 3. EndeavourX and Figma.
3. Browse our selection of case study templates and click "create" to get started. 4. Use the drag-and-drop editor, along with royalty-free photos, illustrations, icons and more to customize your design. 5. Download your completed case study design as a PDF or share it using a shareable link. CREATE A CASE STUDY.
1. Make it as easy as possible for the client. Just like when asking for reviews, it's important to make the process as clear and easy as possible for the client. When you reach out, ask if you can use their story of achievement as a case study for your business. Make the details as clear as possible, including:
19. " Bringing an Operator to the Game ," by Redapt. This case study example by Redapt is another great demonstration of the power of summarizing your case study's takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome.".
Case study template with multiple components, visual styles and frame sizes. Learn more. Case study template. Case study template with pastel style coloring. Learn more. Holistic Case Study Template. Case study presentation template complete with project overview, wireframes and key journey insights.
2. Intel Case Study. This simple light-red template is perfect for tech companies looking to quickly present their case study with an overview of its background, goals, and strategy. It ends the presentation by going through the study's figures and data. Customize this template and make it your own!
DocHipo offers professionally designed Case Study Templates to help you seamlessly showcase your client success stories across industries such as software, IT services, marketing, consulting, design, accounting, and so on. The templates exhibit professionalism with well-organized layouts, cohesive color schemes, eye-soothing fonts, and ample ...
11 Case Study Templates to Elevate Your Brand's Credibility and Influence. Geekflare articles are written by humans for humans. A case study is a convenient way to convey the skills, experience, and expertise of your organization to your potential clients. It is also a crucial element of the marketing strategy of every organization.
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 ...
Build Brand Awareness: Case studies provide an opportunity to promote your brand in a context that goes beyond traditional marketing. Through real-world examples, you can reinforce your brand message and values. Attract New Opportunities: A compelling case study can attract new opportunities, whether it be clients, partnerships, or collaborations.It serves as a powerful marketing tool ...
77. •. 1.7k users. Open in Figma. About. Comments 1. Share your brand design process with your new clients by walking them through a case study from your previous works. Logo Design. Brand Design.
To ensure you're making the most of your case studies, we've put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We've also included best practices, design tips and templates to inspire you. Let's dive in!
Popular template categories. Create a compelling case study for team members and clients using Venngage's exceptional case study templates. Share business trends, success stories, and key insights to help your business grow with high-quality stock photos, vibrant charts, and icons. Check out Venngage for tons of case study templates and more!
The brand case study template is the perfect way to present and discuss your case studies with clients or colleagues. With a modern and professional design, this template will help you make a great impression while brainstorming potential solutions to problems. Thank you! Your submission has been received!
Piktochart AI simplifies the design process, allowing you to produce visually stunning and on-brand case studies without needing extensive design expertise. Start creating ... Piktochart AI will analyze your data and offer a range of professionally designed case study templates. Select the template that best aligns with your message and style ...
Increased ROI: Data from brand tracking studies enables you to measure the impact of marketing campaigns, optimize strategies, and maximize return on investment. How to Run a Brand Tracking Study. Running an effective brand tracking study involves several steps, from choosing the right platform to analyzing the feedback. Here's a step-by-step ...
Build your brand from scratch. Marketing. Build a marketing plan. Ecommerce SEO. ... Our use case template can help you write your first one quickly and can provide a helpful framework for each additional use case. ... A case study is a promotional document that tells the story of a real-life customer to prospective customers. A use case is an ...