How to Write a Case Study: Bookmarkable Guide & Template
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.
Writing a case study is a great way to do that.
Sure, you could say that you’re great at X, or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.
One of the best ways to prove your worth is through a compelling case study.
Download our free case study templates here to help you display your company’s success.
Below, I’ll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.
What Is a case study?
A case study examines a person’s or business’s specific challenge or goal, and how they solved for it. Case studies can vary greatly in length and focus on a number of details related to the initial challenge and applied solution.
In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client.
Whether it’s a brief snapshot of your client’s health since working with you, or a long success story of the client’s growth, your case study will measure this success using metrics that are agreed upon by the client you’re featuring. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.
When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers.
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