How to write a case study — examples, templates, and tools

online case study template

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

  • Celebrate the customer and make them — not a product or service — the star of the story.
  • Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
  • Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
  • Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
  • Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

  • Switch from one product or service to another while naming competitors that missed the mark.
  • Experience measurable results that are relatable to others in a specific industry.
  • Represent well-known brands and recognizable names that are likely to compel action.
  • Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

  • An engaging headline
  • A subject and customer introduction
  • The unique challenge or challenges the customer faced
  • The solution the customer used to solve the problem
  • The results achieved
  • Data and statistics to back up claims of success
  • A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

  • Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
  • Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
  • Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
  • Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
  • Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
  • Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

  • Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
  • Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
  • Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
  • Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
  • Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
  • Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

  • Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
  • Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
  • Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
  • Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
  • Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

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. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

  • Think about a few goals you’d like to accomplish with your content.
  • Make a list of successful clients that would be strong candidates for a case study.
  • Reach out to the client to get their approval and conduct an interview.
  • Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

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15 Best Case Study Templates to Use in Word and ClickUp

ClickUp Contributor

February 14, 2024

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 Case Study Template

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.

ClickUp Case Study Design Template

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 !

ClickUp Research Report Template

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 .

ClickUp Market Research Template

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 !

Download This Template

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 !

ClickUp Data Analysis Findings Template

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.

ClickUp Campaign Report Template

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.

ClickUp Research Whiteboard

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.

Case Study Template by WordStream

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.

Case Study Template from Template.net

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.

online case study template

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.

online case study template

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.

online case study template

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.

online case study template

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.

online case study template

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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The Essential Guide to Creating Case Studies [Free Template]

Rachael O'Higgins

Updated: February 01, 2017

Published: January 13, 2015

Nowadays, reviews are more important than ever --  9 out of 10 people are looking at online product reviews and posts on social networks before making a purchasing decision. Do you have a plan in place to take advantage of this trend?

online case study template

Enter the ever useful and efficient case study. Case studies give your audience more information about your product or service in the context of a specific company size or vertical.  Though each case study may have slightly differing details, the core messaging will fundamentally remain the same: how your product and/or service has helped one of your existing customers overcome a challenge, achieve  a goal, and/or better their lives.

Download our free case study study template here.

Case studies are also crucial to your sales process. Having a variety of case studies based on various categories such as industry, location, company size, or type of business can help your sales team convert leads into customers and upsell existing customers.

We know that building out an awesome case study that shares a compelling story can be both time-consuming and difficult if you’re not sure how to go about it. You may be wondering where to start, who to speak to, and what to ask.

To help you to focus on creating content that drives both your sales team and process forward, we have created The Ultimate Case Study Creation Guide and Template .   With this helpful kit you’ll be able to:

  • Select perfect-fit participants to help your case study shine the spotlight on your product and/or service.
  • Reach out to potential participants and engage them in the process.
  • Devise great questions to ask your perfect-fit participants. 
  • Layout the case study in a comprehensive, clear, and informative manner -- giving you more time to focus on the actual content at hand.

Click here to download the case study template and guide , and if you want to share this resource with others, use the click-to-tweet links and image below.

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  "The Ultimate Case Study Creation Kit : http://bit.ly/14LzKAm  via @HubSpot "  

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Case Study Template

  • Content Marketing Templates

Craft an incredible case study the easy way with this free case study template (available in Word, Google Docs and as a PDF). Whether you want to use your case study as a piece of blog content, or as a sales tool to close more clients, this template will give you everything you need.

Download the Case Study Template

The Digital Marketing Templates Library

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Why Use a Case Study Template?

Case studies are one of my favorite types of content. They’re useful like a how-to guide. But they’re backed up with proof to show that the steps actually work.

Plus, bloggers LOVE linking to case studies. Why? Because they contain real numbers. Case studies also get a lot of social media shares (people love to share a good story) In fact, one of my most popular posts ever is when I first introduced the Skyscraper Technique . And it’s a case study.

Now: I’ve written a lot of case studies over the years. And I’ve noticed that there’s one particular structure that works like a charm. Every time.

So I created a template to help me bang out case studies FAST. Now, rather than staring at a blank page, I just whip out my tried-and-true template and start filling in the blanks. Starting today, you’ll be able to do the same.

What’s Included

Here’s what’s included in this case study template:

  • The 3 major components to any winning case study: How to capture your audience’s attention, make them want to read the entire thing, and get them to share your post when they’re done.
  • How to write your case study: What to include, what to leave out, and where to put everything in order.
  • Paint-by-numbers walkthrough of every section of your case study: From the “setting the scene”, outlining the results, wrapping things up and more.

How to Use This Template

  • Identify an accomplishment you’d like to highlight, whether your own or someone else’s (like a friend or client’s)
  • Download the free Case Study Template on this page
  • Follow the instructions in the template and fill in the blanks, adding plenty of detail
  • Paste the template into the content editor of your website, format it and add images
  • Publish and promote your case study

How to Make Sure Your Case Study Gets the Attention It Deserves

94% of all blog posts have 0 external links . Using a template will help you nail the fundamentals of your case study. Which is important. But if you want to attract lots of links and social shares, you’ll need to go above and beyond.

  • Spend lots of time on your title. After all, people will only click through and read if your title draws them in. I include two things in every case study title: a very specific result with a number (like “How I Increased My Organic Traffic 652%”) and another detail that provides context and makes it more impressive (like “in 7 Days”).
  • Speaking of titles, for more social shares, use a title that’s 14-17 words long .
  • Make your case study beautiful and easy-to-read. According to Nielsen Norman Group , good visual design is one of the best ways to make your content appear more trustworthy. Definitely use as many high-quality images as you can. But don’t forget about font. Go with a font that’s between 15 – 18 pixels for the body of your content.
  • Create a new, “branded” name for the technique your case study covers. (I call this the Branded Strategy Case Study , which is itself a branded name.) Giving your technique a branded name makes people more likely to remember and link to your case study.
  • See my Complete Guide to SEO and Content Marketing for more best practices to follow.

Here Are The Templates One More Time...

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Blog Marketing

How to Write a Case Study [+ Design Tips]

By Ronita Mohan , Aug 26, 2021

How to Write a Case Study [+ Design Tips] Blog Header

You need an impactful medium to share your business successes with potential customers and partners. The best way to showcase your brand is by designing a case study.

Case studies are a method of research and storytelling. They help readers gain a better understanding of a subject or process.

In this guide, we’ll explain how to write a case report that markets your business, as well as some design tips.

Don’t know how to start designing case studies?  Create a case study with Venngage’s templates. No design experience required.

START CREATING FOR FREE

Click to jump ahead:

Case study defined, what is the purpose of a case study, what is the format of a case study, how do you write a business case study, case study design tips, case study faqs.

A case study is used in business, psychology, epidemiology, as well as the medical and scientific fields. These reports are also used for social and political work.

Case studies are defined as documents that examine a person, groups of people, events, operations and processes.

For marketing purposes, a case analysis can be a document that outlines problems faced by a customer. It also shares the solutions a brand provided to solve them, such as in the case report below.

case study

USE THIS CASE STUDY TEMPLATE

Case studies usually share success stories for a business partnership or client. But case reports can also be used to analyze a process that went wrong.

This type of study will outline the need for improvements and suggest next steps. As a result, these case studies are not shared externally.

You can look at some case study examples  for inspiration to design your report. Read on to learn about the importance of case studies and how to write them.

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

Return to Table of Contents

Case studies are effective marketing tools that build trust and act as social proof for your brand.

Customers are more likely to choose your company if they know that other businesses like theirs have also benefited.

More importantly, when a customer participates in creating a case report with a brand, they endorse the company and their experience with it.

In other words, a  business report , like the example below, acts as a recommendation to anyone on the fence about working with your brand or using your products.

case study

CREATE THIS REPORT TEMPLATE

Related:  Report Design Ideas to ENGAGE Readers [10+ Tips & Templates]

A case study can be of varying lengths. It can also take a variety of forms, such as a simple two-page document or a Venngage business infographic like the one below.

case study

Most business case studies feature the following five sections.

Related: What is an Infographic? Examples, Templates & Design Tips

  • About the company

When creating a case study for marketing, it is best to include a small section about the company. This section can be short, sharing highlights about the company’s goals and missions.

case study

Venngage’s case study templates  offer a variety of options for customizing your report.

Overview of the case study

This is a key section of a case study. What is the study about? What was the reason for conducting it? What are the expected results?

The overview doesn’t have to be very long. Two or three paragraphs that sum up what a reader can expect from the report will suffice.

Case study research

You want to show the kind of research, strategy, and approach adopted for your case study. This is the section where you can showcase your process while conducting the analysis, like in this template.

case study

Results of the case study

By far the most important aspect of a case study is the results section. You can choose to share your findings in a few paragraphs.

Alternatively, go down a more visual route by using data visualizations  to showcase your results. You can use different types of charts and graphs  or use a single number or donut chart.

This case study template is a great example of how to highlight results.

case study

This is also a good section to include a testimonial or quote from your client as social proof.

Related: How to Choose the Best Types of Charts

Conclusion of the case report

You can choose to add a separate conclusion to your case study following the results section. This is where you sum up the process you used in the analysis.

Also, share why the process or campaign was effective and how your brand achieved these results.

Writing a case study requires research and revision. You should have a single objective decided before you start writing.

Case studies in marketing, like the below example, are meant to highlight your company’s successes. Choosing a client to showcase is also an important step in the writing process.

case study

Below, we share the top steps to complete when writing a case study to promote your business.

Determine your objective

Before you start writing case studies, decide what the main objective for this exercise is. Case reports don’t have the potential to go viral, nor are they shareable on social media.

But a case study is an effective tool for converting prospects into customers. They can also encourage business partners to take that final step and sign on the dotted line.

You need to approach your case analysis differently than all other content. This is why you need to have an objective for undergoing the process of writing a case study.

For example, this report shows how the fictional company Toy Crates used the services of Ad Factory to significantly increase its sales.

case study

The main objective of your case study is to highlight your business processes. You should also show the benefits of using your product. But there needs to be a relatable angle for whoever is reading your study.

Possible angles for a case study can be:

  • Audience growth
  • Launch of a new type of product
  • Entry into a new market
  • Improvements in conversion rates
  • Increased revenue
  • Increased traffic or social media impressions
  • Technology or software adoption

This case study focuses on lead generation. The report showcases the efforts behind boosting the client’s lead generation program and the successes achieved.

case study

Once you determine the best objective for your analysis, you can move onto the next step. Look for a client that best showcases positive aspects of your company.

Choose the right client

You need a particular type of client as the subject of your case study. This client will be a loyal customer. They should be willing to participate in the study. The client should also align with the objective of your study.

Pick a customer who knows your product inside and out. They should not be someone who used your product once and had success with it.

You want to showcase consistent and high-quality results over a period of time. In this example, the fictional Ad Factory also showcased Loot Box as a client that had success with their brand.

case study

USE THIS CASE REPORT TEMPLATE

You also want to choose customers who have had success directly from using your product. If a brand has seen overall growth and your product was just part of that success, it won’t make for a compelling case study.

Contacting your client for the case study

The customer you choose for your case study should know what the process entails.

Be open in your communication about what you need to put together the case report. This could be communicated through calls, email conversations, or a project management tool.

Set a deadline and share a project timeline  so the client knows what the process will look like. Let them know what documentation or statistics you will need for them before you start writing.

Offer something in exchange for participating in the case study. These could be product discounts, a temporary upgrade, a mention in your newsletter, social media, or increased brand awareness.

case study

USE THIS CASE REPORT TEMPLATE

It is imperative that you let the customer know how their information and data will be used. Tell them if you’re posting the case analysis to your blog, sharing it on YouTube, or with your email subscribers.

Some clients may not want their professional information shared with large audiences, so clarify this step of the process first.

Related:  40+ Timeline Template Examples and Design Tips

Research your case study

Once your client agrees to participate in the case analysis, you can begin researching. Remember the objective of your case study and research the subject accordingly.

For example, we wanted to show how infographics help businesses grow their audience. We contacted our user, ChadSan , who had seen massive growth after adding infographics to their marketing campaigns.

We put our findings into a  research infographic  along with quotes from the client, charts and graphs.

case study

To do this, we researched the content ChadSan created before and compared their traffic to when they started using infographics.

It’s also important to look at the industry your client is in so you have an idea of what success looks like in that sector.

Client interviews

Conducting interviews with clients is a good way to get information for your case report.

You can hold interviews via video call, which you should record to double-check later or conduct the interview via email.

Email interviews might require follow-ups if you need further clarification on particular questions.

Asking the right questions is crucial during the research phase. You don’t want ‘yes’ or ‘no’ as an answer. You need qualified information and data to build out a case study, like the one below.

case study

USE THIS CASE REPORT TEMPLATE

For example, we asked our contact at ChadSan for her experience using infographics in her marketing. We also asked about her main challenges, why she had chosen Venngage and the benefits of using Venngage.

This is also the stage when you can ask for concrete examples of how your product benefited your client.

We asked ChadSan to share some examples of the infographics they had created using our templates. This helped show our product in use, further social proof of the advantages of using Venngage infographics.

Create the case study outline

With the client interview completed, gather the data you have and start writing the outline for the case report. Remember the case study format  we shared earlier when you’re preparing the outline.

This will help you design a case study that is memorable, like this example.

Purple SAAS Business Case Study Template

For a case study blog post, you should prepare the following:

  • Overview of the study
  • The results, with charts
  • Call to action

Write a few notes for each point that you can elaborate on in the next writing stage. By following this process, you can build out a case study like this example.

Social Media Business Case Study template

Draft your case report

The outline is your starting point for drafting the case report. Like any other piece of content you create, a case study needs to be engaging. It also needs a beginning, a middle and an end.

Use classic marketing storytelling approaches when writing case studies. Introduce your characters (the client), the conflict (the business problem), the resolution (the benefits of your product).

By using this technique, you can write a case study like this example.

case study

Conclude with an analysis of your success and a testimonial recommending your product and brand.

Finalize your case study

Revise your study and ask one or two colleagues to glance over it to catch any mistakes you may have missed.

You should send the report to the client you’re showcasing for their approval. When you and the client are satisfied with the case study, an infographic study like the one below is ready to be published.

Digital Ducats Case Study Venngage

Share a link to the case study with the client to promote on their platforms. You can share the case report on your social channels, with partners and to your email subscribers.

Now that you know how to write your case report, here are some tips on case study design. Improving the aesthetics and usability of your study will make it memorable to read. In the long run, the study will help boost brand awareness.

Use a case study template

Make the case study design process easier by using a template. Venngage offers a variety of customizable case study templates , like this one, to make any study attractive and engaging.

LISG Case Study Venngage

Choose a template from Venngage’s library and edit it to fit your needs. Change the text, upload visuals or choose images from our stock photo integration. Pick icons from the 40,000+ icons available to better reflect your story.

With Venngage for Business , you can get priority support while designing your study.

You can also access  real-time collaboration  features so you can design your case study with team members.

Incorporate white space

A great way to make your case study engaging is to incorporate one important rule of design: use plenty of white space.

White space is all the blank areas around your text and visuals. This space gives your information room to breathe and makes it easier for readers to absorb your story.

Take a look at this template for inspiration. There is plenty of room around each element. This makes the study easier to navigate.

case study

Write short paragraphs of two or three lines and use bullet points to create more space around your text. Leave room around your visuals, as well, so users can move through the sections easily.

Related:  The Ultimate Guide to Design Thinking

Visualize data for your case study

Case studies include a great deal of information but that doesn’t mean they need to be packed full of text. Visuals are a great way to catch the eye and keep users interested in your report.

Statistics are a key element of case reports but numbers on their own can get lost. Instead, visualize your data using Venngage’s chart maker and graph maker .

Design pie charts, bar graphs, donut charts, line and area graphs, or maps to visualize numerous types of data for your case studies, like in this example.

case study

Related:  How to Tell a Story With Data: A Guide for Beginners

Add branding to case reports

Branding is an important facet of case reports. Anybody reading the study should know which companies were involved, both the client and your brand.

Add recognizable brand elements such as your logo and the client’s logo. Use your brand colors and brand fonts  throughout your case study design.

Ensure that your design adheres to your  brand guidelines , including your brand voice.

Take a look at this case study infographic Venngage created with Baptist Care. We incorporated both our logos in the infographic. We also used the brand colors and fonts of both companies.

case study

You can easily add your branding to case report templates using Venngage’s  My Brand Kit  tool. Input your website and the Autobrand feature will apply your branding across all your designs.

What subjects are covered in a case study?

Depending on the field of study, case reports can examine a variety of subjects, including:

  • a group of people
  • an organization or business

For example, case studies in psychology may be focused on a person or groups of people. Medical case reports might study events or groups of patients.

Businesses can examine other organizations, as in this example, or events.

case study

What are the characteristics of a case study?

Case studies are characterized by the units or subjects they examine. These units need to be studied in totality. Every aspect of the person, organization or event needs to be included.

Reports should also be qualitative as well as quantitative. This means that case study research describes problems and solutions.

It also backs those assumptions up with data. Both aspects must be included in the analysis, as in this example.

case study

How can you design a case study with Venngage?

Venngage makes it easy to design case studies by offering numerous editable templates. Create an account with Venngage and browse the library for a template.

Customize the template, like the one below, in the easy-to-use drag-and-drop editor. Add text, pick colors , icons, add photos and charts and graphs.

case study

Upload photos with Venngage. Drag and drop images into the Venngage editor and customize your reports in seconds.

Use a case study to highlight your brand’s successes

A case study can be a powerful marketing tool that showcases the advantages of using your product.

By highlighting real clients and their successes, you can provide social proof to potential customers and partners.

Designing case studies has never been easier. Use Venngage’s templates to create engaging reports to impress your audiences and help you grow your client base.

AI Case Study Creator That Brings Stories to Life

Easily create impressive interactive case studies that increase lead engagement and conversion rates.

Used by professional marketing teams at:

Xerox

Professional case study templates built for storytelling

Simply grab a template and let our AI case study generator✨ bring it to life for you:

How our AI case study generator works

Generate your case study with ai.

Simply type in what you need and let Storydoc do the magic for you!

Edit and bring it to perfection

Let our magic assistant help you through the process
with automatic slide copy and design.

Turbo-charge with integrations

Easily connect your CRM, calendar, and other tools
to move from static PDFs to actionable case studies.

Send. Track. Convert. Track customer engagement and conversion in real-time Generate your case study with AI

Send. track. convert..

Track customer engagement and conversion in real-time

Their case studies are getting attention

Cyolo

“Storydoc gives us the power and flexibility to design case studies and other pieces of content ourselves, even with our limited design experience ."

Head of Content at Cyolo

“With our most recent Storydocs, we're like, ‘Oh my goodness, It brought it to life like we do when we present it , but without the person even being there!’”

Frances Dalton

" Storydoc sets me apart from my competitors .  My goal is for my business to be memorable and Storydoc allows me to showcase the colors of my business in the best possible way."

Nina Bella

A business case studies tool you can trust

Turn your case studies into an engagement tool.

Switch from static PDFs and webpages to interactive case studies created with modern marketing needs in mind.

Stop killing engagement

Readers strongly dislike PDF content . Replace your static case studies with interactive multimedia stories users love and remember.

Grant yourself content superpowers with AI

Easily design amazing interactive case studies by yourself faster than ever, guided by AI. No coding, no design skills needed.

Don’t lose your mobile readers

32% of case studies are opened on mobile  - your storydocs won’t fail to impress on mobile or any other device.

Convert users directly from your case studies

Enable readers to easily take the next step directly from your case studies with smart CTAs like a form, calendar, or live chat.

Wanna know if your case studies are working?

Get real-time analytics on everything . Reading time, scroll depth, conversions, shares, and more.

Make personalized case studies for ABM

Easily personalize prospecting case studies . Add the prospect's name and title with dynamic variables and instantantly apply their branding.

Your readers want a story , not a case study

Give'em what they want, give'em a Storydoc.

online case study template

Everything that you should know about Storydoc

What is the Storydoc case study creator?

This AI case study generator lets you to intuitively design and write engaging interactive stories that captivate prospects. No coding or design skills needed.

The Storydoc case study designer offers a broad array of interactive slides for startups and new business concepts. These can be quickly and easily customized to align with your vision and requirements.

Storydoc frees you from outdated PPT slide methods, offering instead a scroll-based, web-friendly, mobile-optimized experience, complete with performance analytics.

Is the Storydoc AI case study generator safe?

Absolutely, the Storydoc AI case study creation app is secure and reliable. Your personal information is well-protected and encrypted.

We prioritize your data security, adhering to stringent security policies and best practices. Don't just take our word for it; companies like Meta, Pepsi, and Xerox trust us enough to use Storydoc daily.

For more information see  Our Story page ,  Terms and Conditions , and  Privacy Policy .

Why Storydoc is more than just another AI case study creator?

Storydoc is more than a tool for creating presentations. Instant AI case studies are useful, but they can become repetitive.

Sure, you can create your content faster, but does it truly stand out? Will it be effective? Probably not.

The issue often lies in the traditional PowerPoint design, whether AI-assisted or not. Storydoc takes a different approach.

We create case study experiences that truly engage decision-makers, featuring scrollitelling, multimedia, and in-document navigation.

Check out these examples .

What’s so great about AI-generated case studies?

An AI-generated case study can save you hours, even days, of effort for your startup. However, if you're using an AI PPT case study tool, you're saving time but potentially missing impact.

No one enjoys PowerPoints, even those created with AI. No AI PowerPoint case study tool can deliver a presentation that truly makes a difference. But Storydoc can. Our AI helps you create stories that generate interest and revenue.

Is Storydoc a free case study designer?

The Storydoc AI case study generator enables you to create content faster and more effectively than doing it solo.

Transform your presentations from ordinary to extraordinary in no time. Storydoc offers a 14-day free trial.

Try it out and see if it suits your needs. Based on hundreds of thousands of presentation sessions, we're confident that prospective clients will appreciate it.

Every interactive case study you create during your trial is yours to keep forever, at no cost!

For learning about our paid plans see our  Pricing .

Can I trust Storydoc with my data?

You can trust Storydoc to keep your personal information and business data safe.

The Storydoc app is safe and secure thanks to an encrypted connection . We process your data in accordance with very strict policies.

For more information, see Terms and Conditions , and Privacy Policy .

What's the best way to get started?

The easiest way to start is to visit our Case study templates page , pick a template you like, provide a few details, and see the magic happen - how Storydoc generates a presentation from scratch with your branding, content structure, visuals, and all.

Inside the presentation maker app, you can switch between templates, adjust your design with drag and drop interface, find ready-made slides for any use case, and generate text and images with the help of our AI assistant.

How do I send or share Storydoc case studies?

Storydocs function like web pages; each case study you create has a unique link for easy sending and tracking.

Once your Storydoc is complete, just hit publish. Published presentations are instantly viewable in any browser.

To share your presentation, simply click the Share button and copy the link. Viewers will experience an interactive webpage, far more engaging than a static PowerPoint or PDF.

Can I print Storydoc case studies?

Yes, but currently, this service is only available to our Pro and Enterprise customers. However, this feature will soon be accessible to all Storydoc users directly from the editor.

Keep in mind, a printed Storydoc loses its interactive elements, which are key to its high engagement and charm.

What integrations does Storydoc offer?

All the essential ones! Storydocs provide full content integrations: Calendly, Loom, YouTube, Typeform, and more, all of which can be added to your Storydoc presentation. But we offer much more than the basics.

With Storydoc, you can embed lead-capturing forms, your own live chat, advanced dashboards, in-page payments, and e-signatures.

Learn more on our Integrations page .

Are Storydocs mobile-friendly?

Yes! Storydoc is optimized for flawless mobile performance . No matter the divide or OS your case studies is opened on, the design will be perfect.

Check out similar Storydoc tools

Engaging decks. Made easy

Create your best case study to date

Stop losing opportunities to ineffective case studies. Your new winning case study is one click away!

  • AI Case Study Generator

Generate professional and engaging case studies effortlessly with our free AI Case Study creator. Simplify the process and showcase your success.

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Popular Writing Apps

Case study generator.

Unlock the power of our case study creator tool—Generate compelling case studies effortlessly with our creator and captivate your audience. With just a few clicks, our smart technology helps you understand data, find trends, and make insightful reports, making your experience better and improving your SEO strategy.

What is a Case Study

A case study is like a detailed story that looks closely at a particular situation, person, or event, especially in the business world. It's a way to understand how things work in real life and learn valuable lessons. For instance, if a business wanted to figure out how another one became successful, they might study that business as a case study.

Let's say there's a small company that started selling handmade products online and became successful. A case study about this business could explain the challenges they faced, the strategies they used to grow, and the results they achieved. By reading this case study, other businesses could learn useful tips and apply them to their situations to improve and succeed.

7 Tips For Writing Great Case Studies

  • Pick a Familiar Topic: Choose a client or project that your audience can relate to. This makes it easier for them to see how your solutions might work for their situations.
  • Clear Structure: Start with a concise introduction that sets the stage for the case study. Clearly outline the problem, solution, and results to make your case study easy to follow.
  • Engaging Storytelling: Turn your case study into a compelling narrative. Use real-world examples, anecdotes, and quotes to make it relatable and interesting for your audience.
  • Focus on the Problem: Clearly define the problem or challenge your case study addresses. This helps readers understand the context and sets the foundation for the solution.
  • Highlight Solutions: Showcase the strategies or solutions implemented to overcome the problem. Provide details about the process, tools used, and any unique approaches that contributed to the success.
  • Optimize for SEO: By incorporating your case study into a blog post using a blog post generator, you enhance its visibility and reach. This, in turn, improves the search engine rankings of your blog post, attracting more organic traffic.
  • Quantify Results: Use data and metrics to quantify the impact of your solutions. Whether it's increased revenue, improved efficiency, or customer satisfaction, concrete results add credibility and demonstrate the value of your case study.

What is a Case Study Creator

A free case study generator is a tool or system designed to automatically create detailed case studies. It typically uses predefined templates and may incorporate artificial intelligence (AI) to generate comprehensive analyses of specific situations, events, or individuals.

This tool streamlines the process of crafting informative case studies by extracting key details, analyzing data, and presenting the information in a structured format.

Case study generators are valuable for businesses, students, or professionals seeking to efficiently produce well-organized and insightful case studies without the need for extensive manual effort.

Benefits of Using Case Study Generator

In today's competitive landscape, showcasing your product or service successes is vital. While case studies offer a compelling way to do this, starting from scratch can be time-consuming. That's where case study generators step in, providing a robust solution to streamline the process and unlock various advantages.

  • Easy and Quick: A case study generator makes it simple to create detailed studies without spending a lot of time. It's a fast and efficient way to compile information.
  • Accessible Online: As an online case study generator, you can use it from anywhere with an internet connection. No need for installations or downloads.
  • Free of Cost: Many case study creators are free to use, eliminating the need for any financial investment. This makes it budget-friendly for businesses or individuals.
  • AI-Powered Insights: Some generators use AI (artificial intelligence) to analyze data and provide valuable insights. This adds depth and accuracy to your case studies.
  • Save Time and Effort: Generate a polished case study in minutes, automating tasks like data analysis and content creation. This frees up your time to focus on other aspects of your business.
  • Enhance Quality and Consistency: Case study creators offer templates and AI-powered suggestions, ensuring your studies are well-structured and visually appealing. Consistent quality strengthens your brand image.
  • Improve Brand Awareness and Credibility: Sharing case studies on your platforms increases brand awareness and builds trust. Positive impacts on others establish you as a credible provider.
  • Boost Lead Generation and Sales: Compelling case studies build trust and showcase your value, attracting leads and converting them into customers, ultimately boosting your sales.
  • Increase Customer Engagement and Loyalty: Case studies provide insights into your company, fostering deeper connections, increasing engagement, and promoting long-term loyalty.
  • Improve Your Writing Skills: Free AI Case study generators act as learning tools, offering guidance on structure, content, and storytelling. Studying generated drafts refines your writing skills for crafting impactful case studies in the future.

How AI Case Study Generator Works

An online case study generator works by leveraging artificial intelligence algorithms to analyze and synthesize information, creating comprehensive case studies. Here's a simplified explanation of its functioning:

Data Input:

Algorithm analysis:, content generation:, language processing:, who needs a case study creator.

Anyone looking to create informative and detailed case studies can benefit from using an online case study generator. This tool is useful for

Businesses:

Professionals:, individuals:, marketing professionals:, researchers:, why opt for our case study creator.

Are you on the lookout for a top-notch case study generator that combines outstanding features with user-friendliness, all at no cost and without the need for registration? Your search ends here. Our AI-driven case study generator is the ideal solution for you. Here's why you should choose our tool:

Craft Case Study in 50+ Languages:

Incorporate keywords in case study:, user-friendly interface:, 100% free, no registration:, 20+ diverse tones for versatile styles:, how much does your case study creator cost, do i need any writing experience to use a case study generator, what types of case studies can i create with a case study creator, what are some common mistakes people make when creating case studies.

  • Not focusing on the benefits to the reader.
  • Not using data and results to support their claims.
  • Not telling a compelling story.
  • Not using visuals effectively.
  • Not promoting their case study.

Can I customize the generated case study?

Is the generated content unique.

Figma Case study templates

Present your project in pre-built editable templates to get you started.

case study cover photo

UX Case study template

UX Case Study Template made to help UX Designers create and organize their case study without any struggle.

case study presentation image

Case study presentation template

Case study presentation to frame key insights and outcomes.

99 free illustrations

Long form research case study template with customizable styles.

design presentation deck

Design presentation deck

Modern design deck template with multiple sections.

Visual portfolio template

Visual portfolio template

Modern visual portfolio template with 12 column grid and light and dark themes.

Behance Presentation Template

Behance Presentation Template

Case study template with multiple components, visual styles and frame sizes.

Case study template

Case study template

Case study template with pastel style coloring.

Holistic Case Study Template

Holistic Case Study Template

Case study presentation template complete with project overview, wireframes and key journey insights.

snap illustrations image

Case study presentation layout for interview

Case study template with multiple app UI screens.

Portfolio UI - Web & Mobile

Portfolio UI - Web & Mobile

A portfolio UI for designers and developers which has 4 unique pages includes blog, case study.

apple device mockups

Apple device mockups

Complete Apple device mockup screens for iPhone, Mac, iPad and Apple Watch.

Explore 1,000+ templates on the Figma community

Explore even more templates, widgets, and plugins—all built by the Figma community.

Figma community

COMMENTS

  1. Create a Case Study

    1 Sign up for Venngage with your email, Gmail or Facebook account. 2 Tell us about yourself to optimize our recommendations. 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

  2. How to Write a Case Study: Bookmarkable Guide & Template

    Download Now: 3 Free Case Study Templates Braden Becker Published: November 30, 2023 Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

  3. Free and customizable case study templates

    Browse our free templates for case study designs you can easily customize and share. Skip to end of list. All Filters. Skip to start of list. 24,088 templates. Green Minimalist Company Case Study Flyer Portrait. Flyer by Epitomi. Blue and White Clean Corporate Company Case Study. Document by Rongbaaz.

  4. How to write a case study

    Basics How to write a case study — examples, templates, and tools Adobe Communications Team 12-13-2022 It's a marketer's job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving.

  5. How to Create a Case Study + 14 Case Study Templates

    Here's a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below: What is a Case Study? A case study is a way for you to demonstrate the success you've already had with existing clients.

  6. Case Study Templates

    Visme's professional case study templates are perfect for showcasing how your business helped other brands achieve their goals. Customize your favorite case study layout with your own brand colors, fonts and logo, add or remove pages, and download in high-quality to use as a lead magnet or upload on your website.

  7. FREE Case Study Template

    Present a slideshow. Embed. Download a PDF/PNG. Your case study seamlessly adapts to your workflow. No more jumping from tool-to-tool to create different types of deliverables. Reuse and repurpose. Save your own custom case study templates. Or copy and merge into other documents. Follow along step-by-step with the Case Study how-to guide.

  8. How to Write a Case Study: Guide with Free Template + Examples

    Follow a standardized process when creating any business case study to ensure you: Include all the core elements. Keep your page content consistent and easily navigable. Follow the instructions in the case study structure section of our free template. 1. Choose a Descriptive and Specific Headline.

  9. 49 Free Case Study Templates ( + Case Study Format Examples + )

    49 Free Case Study Templates ( + Case Study Format Examples + ) / Education / Learning / Case Study Templates 49 Free Case Study Examples & Templates A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation.

  10. 15 Case Study Templates to Use in 2024

    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.

  11. The Essential Guide to Creating Case Studies [Free Template]

    With this helpful kit you'll be able to: Select perfect-fit participants to help your case study shine the spotlight on your product and/or service. Reach out to potential participants and engage them in the process. Devise great questions to ask your perfect-fit participants. Layout the case study in a comprehensive, clear, and informative ...

  12. How to Write a Case Study (+10 Examples & Free Template!)

    Kristen McCormick Last Updated: January 11, 2024 | Content Marketing , Marketing Templates Home — Blog — How to Write a Case Study (+10 Examples & Free Template!) Ah, the case study: One of the most important pieces of marketing content for a business, and yet all too often, also the most boring.

  13. Detailed Case Study Template

    Identify an accomplishment you'd like to highlight, whether your own or someone else's (like a friend or client's) Download the free Case Study Template on this page. Follow the instructions in the template and fill in the blanks, adding plenty of detail. Paste the template into the content editor of your website, format it and add images.

  14. How To Create A Case Study

    1. Capture interest. Good case studies tell a compelling story to potential clients of how your company rose to the occasion. Any project that your company has worked on can be a candidate for a case study, but the best ones showcase your company's unique positioning or how you solved a particularly challenging problem for your client.

  15. How to Write an Effective Case Study: Examples & Templates

    Case study examples. Case studies are proven marketing strategies in a wide variety of B2B industries. Here are just a few examples of a case study: Amazon Web Services, Inc. provides companies with cloud computing platforms and APIs on a metered, pay-as-you-go basis.

  16. How To Outline a Case Study: 15 Examples & Templates

    Here's a short selection of 8 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below: Table of Contents What is a Case Study What is a Case Study Outline How Do You Write a Case Study Outline? 15 Case Study Outline Examples Design Tips for Your Case Study Outline Create Your Case Study With Visme

  17. How to Write a Case Study [+ Design Tips]

    Introduce your characters (the client), the conflict (the business problem), the resolution (the benefits of your product). By using this technique, you can write a case study like this example. CREATE THIS REPORT TEMPLATE. Conclude with an analysis of your success and a testimonial recommending your product and brand.

  18. How To Write Trust-Building Case Studies (+ Case Study Templates)

    Two words: case studies. Table of Contents. How To Create A Case Study In 7 Steps. Step One: Identify Your Topic & Angle. Step Two: Get Permission To Tell The Story. Step Three: Create An Introductory Questionnaire. Step Four: Write Your Interview Questions. Step Five: Line Up A Time & Conduct Your Interview.

  19. AI Case Study Creator to Brings Stories to Life (+Templates)

    Tell our AI assistant what you'd like to make. It will structure your case study, write your content, assign a design template for your industry or niche, and optimize for performance based on real-world data. Once you're satisfied with your design and content you can send, share, or present with a click. Keep anything you make forever.

  20. Free AI Case Study Generator: Create Case Studies Easily

    What is a Case Study A case study is like a detailed story that looks closely at a particular situation, person, or event, especially in the business world. It's a way to understand how things work in real life and learn valuable lessons.

  21. 15+ Case Study Templates

    Case study template with multiple app UI screens. Learn more. Portfolio UI - Web & Mobile. A portfolio UI for designers and developers which has 4 unique pages includes blog, case study. Learn more. Apple device mockups. Complete Apple device mockup screens for iPhone, Mac, iPad and Apple Watch.