How to write a case study — examples, templates, and tools
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.
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.
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
Free MS Word Case Study Templates
By Kate Eby | January 18, 2024
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We’ve collected the top free Microsoft Word case study templates for marketing managers, writers, digital marketing specialists, sales teams, and analysts. Customize these templates for documenting, communicating, and analyzing marketing activities.
On this page, you'll find eight dynamic monthly marketing report templates, including those for a case study report , a project case study , a marketing case study , a one-page case study template , and more.
Microsoft Word Simple Case Study Template
Download the Sample Simple Case Study Template for Microsoft Word
Download the Blank Simple Case Study Template for Microsoft Word
When to Use This Template: This straightforward template is ideal for junior or entry-level marketing associates to kickstart their journey in writing case studies. Download the version with sample copy for helpful pointers on crafting a case study.
Notable Template Features: This template features a basic structure for presenting a case study without overwhelming details. Fill in the Introduction, Customer Challenge, Marketing Strategies, Results, and Call-to-Action (CTA) sections to craft a simple case study.
Microsoft Word Case Study Report Template
Download the Sample Case Study Report Template for Microsoft Word
Download the Blank Case Study Report Template for Microsoft Word
When to Use This Template: This template is suitable for professionals who need to produce comprehensive case study reports with detailed analysis. Download the version with a sample case study for guidance on writing a report.
Notable Template Features: This case study report template provides a structured format for presenting data, research findings, and in-depth insights. There are editable sections for adding an executive summary, introduction, statement of the problem, decision criteria and assumptions, data analysis, alternative courses of action, recommendations, and more.
For resources on marketing case studies in presentation-ready format, check out this collection of free marketing case studies in PowerPoint format .
Microsoft Word Project Case Study Template
Download the Sample Project Case Study Template for Microsoft Word Download the Blank Project Case Study Template for Microsoft Word
When to Use This Template: This template is for project management or cross-functional teams that need to produce comprehensive case study reports with a detailed analysis. Download the version with sample copy to get a clear idea of what to include in each section.
Notable Template Features: You’ll find a structured layout, starting with an introduction page featuring visual elements such as a line chart for success measurement, a pie chart for impact analysis, and a bar chart for metric comparison.
These free case study templates in Google Docs format can help your marketing team efficiently create and collaborate.
Microsoft Word Marketing Case Study Template
Download the Sample Marketing Case Study Template for Microsoft Word Download the Blank Marketing Case Study Template for Microsoft Word
When to Use This Template: Marketing managers, content marketers, and sales teams can use this template to showcase the success of marketing initiatives to internal and external stakeholders. Download the sample version to get a quick start on crafting your case study report.
Notable Template Features: Filled with sample images and featuring a professional layout, the template’s visual appeal helps you present complex information in an easily digestible and compelling format. Complete the About Us, Challenge, Solution, Case Study, and Benefits sections to build a structured narrative that showcases your marketing strategy from problem identification to solution implementation.
Explore these free marketing case study templates to find more options in multiple formats. Whereas a marketing case study template showcases marketing strategies and their outcomes, a business case template provides a broader analysis of business decisions and impacts. See this article with free business case study resources , ready-to-use templates, and guidance on analyzing and presenting business scenarios.
Microsoft Word One-Page Case Study Template
Download the Sample One-Page Case Study Template for Microsoft Word Download the Blank One-Page Case Study Template for Microsoft Word
When to Use This Template: Sales reps and teams can use this template to create one-page case studies for sales pitches and presentations. Download the sample version with example text for an easy guide on creating concise reports.
Notable Template Features: The template is designed to condense complex information into a concise, easy-to-glean format. Use the space allotted for each section to keep the case study to one page.
Microsoft Word Problem-Solution-Impact Case Study Template
Download the Sample Problem-Solution-Impact Case Study Template for Microsoft Word
Download the Blank Problem-Solution-Impact Case Study Template for Microsoft Word
When to Use This Template: Marketing teams can use this template to showcase a complete narrative, from identifying a specific challenge through the solutions applied to the tangible impacts achieved. Download the sample version that includes an example case study for helpful guidance on crafting a comprehensive report.
Notable Template Features: This template sports a structured, three-part storytelling approach, emphasizing the cause-and-effect relationship in case studies. Complete side-by-side comparisons, past vs. current year analyses, and year-over-year bar charts to present comparative data.
Microsoft Word Comparative Study Template
Download the Sample Comparative Study Template for Microsoft Word
Download the Blank Comparative Study Template for Microsoft Word
When to Use This Template: Users who need to conduct side-by-side comparisons of products, strategies, or performance metrics should download this template. Opt for the version with sample copy to get an idea of how the completed document should look.
Notable Template Features: This template’s structured design facilitates direct comparisons with sections such as side-by-side comparisons and year-over-year performance analysis — unlike others that may focus on narrative or single-subject analysis. It's specifically crafted to simplify the visualization of comparative data, making it a go-to for analytical and data-driven presentations.
Microsoft Word Case Study Storyboard Template
Download the Sample Case Study Storyboard Template for Microsoft Word
Download the Blank Case Study Storyboard Template for Microsoft Word
When to Use This Template: This template is tailor-made for those who want to present their case studies in a visually compelling storytelling format and make complex information more relatable and memorable. Leverage the sample version of this template, which uses an example of a fictional EV-charging company as a visual guide to help you create an engaging storyboard case study.
Notable Template Features: Unlike other templates that focus on traditional text-heavy layouts, this storyboard template emphasizes visual storytelling, using a series of illustrations and graphics to guide the audience through the case study.
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