Here are the case study templates that you can download for free A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation. It would also include any intricacies you might come across in the workplace. You can use a case study to help you see how these intricacies might affect decisions. Contents. 1 Case Study Templates. 2 Common types of case study templates. 3 Case Study Examples.
Case studies are one of the most effective marketing tools you can have at your disposal and for good reason. Instead of just talking about what your product or service does, case studies allow you to show potential clients why your product or service is useful and the positive experiences your past clients have had. When done right, a good case study is visual, engaging, and weaves a captivating narrative that embodies the value of your business.
Moreover, they are alsohugely effective teaching toolsthat can engage your students and help them to develop problem-solving skills, understand analytical tools, and learn complex decision making. Additionally, they provide an effective way for students to present their projects or research. Below are some helpful tips for writing your own case study. While this article focuses primarily on case studies as marketing tools, the same concepts apply across the board for educational case studies as well.
Pick the perfect case First things first—to create a great case study you need a great case. Any random client won't necessarily translate into a story that will result in new customers, so use the following list and tick off to see who stacks up: • A representative of your ideal customer: The potential candidate should first and foremost be someone to whom your ideal customer can relate.
The more your future customers can see themselves in the case study, the more impactful the success story will be. • Well-versed in how your product/service works:You'll be relying on your client quite heavily to create this case study, so the more they understand your business, the more clearly they'll be able to relate to its value. • Incredible outcome: It probably goes without saying but the better the results, the more influential your case study will be.
These clients are also more likely to be excited about your product and feel compelled to share their experiences in a case study. As a bare minimum, your candidate should meet all three of the above criteria. Once you've narrowed down your customers, see if any of them stand out.
Companies with big, recognizable names are great because it gives your service credibility. Additionally, customers who had unique or complicated situations make for effective case studies because they can help to eliminate doubt. Another worthwhile quality for a case study to have is if the client left one of your competitors to work with you instead. Use your best judgment to determine who has the most compelling story, and run with it.
The same concept can be applied to an educational case study, bearing in mind the goal of the analysis. Choose a case with a powerful outcome that is exemplary as far as the point you plan to get across is concerned. Then start constructing your case study.
Use a case study template Quite seriously, this is one of the best things you can do when it comes to making an outstanding presentation and avoiding the dreaded death by PowerPoint. Beautiful and intriguing case study templates can make your job much easier and will allow you to spend your time focused on content rather than aesthetics.
While easy to overlook, the way your case study looks is just as important as what it says. Think of it this way: Are you more likely to trust a company with a presentation riddled with clip art, visual inconsistencies, and reckless use of Comic Sans, or would a company with an attractive, streamlined presentation that is pleasant to look at, make the case study more credible?
The same goes for an educational case study—you want to grab the attention of your students, and putting thought into the visual aspects of your case study is the best way to start. Looks aside, case study templates can also help you to structure your presentation. Templates with pre-filled decks (such as those from Slidebean) contain curated slides to guide you and save you time that you can devote to putting together your content!
Tell a story A case study is a narrative. As a business, the narrative is about how your client came to work with you, and why they're happy they did, so why not construct it accordingly? A jumble of numbers and data is simply not as intriguing without the build up and flow of a story, so start at the beginning and walk your potential customer through the process by answering these questions: • Who is the customer you're talking about and what is their business? • What problem did they bring you to solve?
• What made them choose you? • What were any unique challenges? • How did you help the customer to reach their goals and solve their problem? • How have things improved for the customer since working with you? Answer these questions the best you can to construct a story from beginning to end, then work with your sample customer to help you fill in the blanks.
Some customers may be enthusiastic and take the initiative by providing you with information for the case study, but others may simply be too busy. For that reason, it's best to provide as much information as you can from the start to make it easier on your customer. Educational case studies, while different, have sufficient similarities for you to follow the same fundamental route map: You're still building a story from beginning to end, explaining the issue and how it panned out.
When creating an educational case study, ask yourself the following questions: • What issue is being faced? • What is the goal of doing the analysis? • What is the context of the situation? • What solution was implemented? • Did it work? Why, or why not? Related Read: Gather quotes—or come up with your own This part is going to be specific to businesses and startups and for their purposes, it is key.
As far as direct testimonials are concerned, you have two main options when creating a case study you plan to use as a marketing tool. First, of course, is to obtain actual quotes from your sample client.
This has a few advantages. Most importantly, the quote will be in your client's own words, and they may be able to make some points and address issues that may not be as obvious to you, but could be very compelling to potential customers.
Your second option is to write your own quotes and then obtain written approval from your sample client to attribute the quote to them. This is advantageous because it saves your customer time. Some customers may simply not be confident in their writing skills and prefer to have the quote created by someone else.
In addition to doing your busy customer a favor, it gives you the ability to focus the quote on whatever you think is the most important aspect of the study. No matter which option you go with, it should be the choice of the customer you are featuring in the case study. If whatever information they've provided during the process of creating the case study is lacking usable quotes, simply get in touch with them and ask for some.
Tell them you would love a few short testimonials (no more than a sentence or two, each) for your case study, and if they're too busy or prefer not to write them themselves, you'd be happy to draft a few for their approval. If you do wind up writing them yourself, always get written approval from the person to whom you are attributing these quotes; you wouldn't want things to get nasty for whatever reason later on! Use real numbers and appealing visuals This is vital. While the story will grab your potential customer and keep them engaged, it's the numbers that will ultimately show them what you were able to do for your client.
Vague statements such as you tripled engagement doesn't lend much credence if there aren't actual numbers behind them, so dig up that data and find the most compelling proof of your success. Additionally, when creating an educational case study, real numbers have the same effect—credibility.
Once you've gathered those numbers, it's time to decide how best to show them off. Sometimes the numbers speak for themselves, but often you can make solid impact by showing them visually.
Were you able to help your customer to boost sales after a trend of sales being limp? Consider an attractive line graph to show the spike. Did you help your client to increase traffic from their target demographic? Two before-and-after bar charts are a nice way to show how you helped them improve. As the adage goes: seeing in believing, so give your potential customers something smashing to consider. Related Read: Case studies are powerful.
They can attract clients to you as a startup, engage your class as an educator, or give you a clear way to present projects and research as a student. Use the simple tips outlined above and you'll wind up with an attractive case study that is as entertaining as it is educational.
best dating case study templates - How to Create an Outstanding Case Study (+ Free Case Study Template)
Dating Violence Case Study: Dating violence is a problem that touches upon an unmarried couple. Sometimes one practices violent actions against his partner in order to impose his will upon him or to manipulate him. Dating violence exists in different forms of abuse – sexual, racial, economic, physical, emotional abuse, etc.
Moreover, it is practiced by male and female partners. Sometimes a partner wants to manipulate his girlfriend and practices improper methods to reach his goal. Such actions as sexual assault or sexual harassment are quite common between some partners.
A dominant partner abuses the subordinate one and wants to maintain control over him. The method of emotional blackmail is also very widespread among couples. One partner tries to make the other one guilty in order to persuade him to fulfil his wishes. Relations of numerous couples are built on guilt, fear and obligation. They live under constant pressure and they cannot release from the impact of their partner, because he threatens or practices any methods of physical abuse against her.
Women are the most common victims of dating violence, because of numerous reasons. First, in many cultures, women do not have any solid rights and they cannot protect themselves from sexual, economic or emotional abuse from the side of their partner. Both partners utilize psychological abuse against each other.
The most common example of this abuse is a girl’s threat of committing suicide if her boyfriend leaves her. Sexual abuse or date rape is also an urgent problem between couples. For example, many girls are afraid of saying ‘no’ to their boyfriend, because they think that he lives them. Many boys force their girlfriends to have sex with them threating or frightening them.
Finally, both partners practice the method of controlling behavior. For example, a girl is restricted to see her friends, to visit her family, to speak to other men, to wear the clothes she wants, etc. When a student is involved into social study, he will find the topic of dating abuse interesting. He should study this subject attentively and get to know about its cause and effect in order to observe it from all sides.
A student has to solve his case about dating abuse effectively. He has to read about the types of abuse and learn about the best methods that can help him cope with this problem well. When he accumulates enough knowledge about the case sight and its participants, he will be able to complete a sensible case study.
If you have problems with your college or university case study, you are able to learn something new about the process of writing with the help of the Internet. If you read a free college sample case study on dating violence, you will understand how to construct your assignment effectively.
The marketing case study is one of the oldest and most venerable examples of content marketing. From Oprah touting how , to , case studies are prevalent across industries and marketing forms. According to a , customer testimonials and case studies are considered the most effective content marketing tactics by nine out of ten B2B marketers. According to Social Fresh, for content marketing at 89 percent. Seventy-three percent of people have used marketing case studies in the past 12 months to .
Use this guide to understand how to use case studies for your organization. It offers instructions on how to secure a first-rate case study, and a template for getting started on a case study today. The Basics What is a case study and why are they so important? According to : A “case study” in the context of marketing is an analysis of a project, campaign or company that identifies a situation, recommended solutions, implementation actions, and identification of those factors that contributed to failure or success.
As the aforementioned stats illustrate, marketing case studies are important because they help you sell your company’s product. They validate the statements your company makes about your product, and allow potential buyers to see your product in action. This blog post will help you secure and create a case study that sets your company apart from its competitors. Here’s what you need to do to secure a case study. Steps for Getting a Marketing Case Study The first (and often hardest) part of creating a marketing case study is getting a customer to agree to one.
No doubt many customers are pleased with your product. But it’s no small thing for them to take time out of their busy schedule to talk about how awesome the product or service they’re paying for is. Many larger companies also have formalized rules around providing testimonials. This can extend the process of getting a case study, as they have to go through legal, senior management, and more, just to get approval.
Increase your case study prospects. Create a formalized process that ensures you get the case studies you need on a regular basis. Meet with customer success, sales, and marketing to get them on board with creating regular case studies.
From this meeting, create a formal document that outlines how to submit marketing case study opportunities, the frequency that customer success are expected to do so, and the process/time commitment involved after a client has agreed to participate. Include a case study request email template to save customer success time. Consider these sample templates: • (SitePoint) • (Boast) Including It in the Contract Some companies choose to include a customer testimonial or case study commitment in part of their purchase agreement.
This is a great way to guarantee you’ll have case studies in the pipeline. It’s also a conflict of interest, and some would argue flirts the line of ethical behavior. By including case studies in a contract, you’re essentially paying for testimonials.
You want to publish only truly impressive, stand-out marketing case studies. Customers who are doing so well with your product that you’d want to make a case study from their experience are likely to be happy to help.
Customers who need a contract to be forced into a case study aren’t often the ones you want as a face for your brand. Gather Information for Your Marketing Case Study After a customer agrees to do a case study, take the following steps to ensure the process goes smoothly.
Send an Email It should introduce you if you haven’t already. Confirm the date and time for your first phone call or in-person meeting. Address the time commitment of the case study, and include the questions you plan on asking. With customer testimonials the person you’re interviewing needs to have well-spoken and thought out responses about your product.
Here are some sample questions you could ask: • How did you find out about our company? • What made you start looking for our solution?
• Which other products did you look at before deciding on ours? • Why did you choose our solution above others? • How has using our solution been so far? Tell us about your experiences and what you’ve done with it? • How has our product benefitted you and your team?
• What results have you seen with our solution so far? • What do you hope to do with our product moving forward? Interview Next, conduct the interview.
Whether it’s in person or over the phone, make sure to record the interview for transcription later.
Make sure to inform them that you’re recording them. Aside from being common courtesy, it’s also illegal in some states to record someone without their consent. As you’re interviewing, make note of any especially interesting points, as well as numerical results. Take Pictures and Record Video If you’re conducting an interview onsite, take pictures and video. If not, ask your customer to send some over. The more visual your marketing case study is, the better. According to Animoto, four times as many consumers would prefer to than to read about it.
Transcribe Transcribe and fact check the interview. Try using a service website like for quick transcription that won’t break the bank. Gather Data Find out information about the company and their results with your product outside of the interview. Ask if you can see their results or look into their reporting for numerical information to back up the information in the interview. If they don’t have this information, look internally for more general stats on your product’s impact on the people that use it.
Find a Story, Start Writing Once you have all the data you need, start pulling together your copy, video, and images into a shareable document. Use the marketing case study template below to create a first-class case study. Marketing Case Study Template Title Too many companies title their case studies things like “[insert company name here] Case Study.” This is both boring and uninformative.
Use the case study title to help potential readers decide if it’s something that applies to them. Include a description of the company and some of their results. E.g. “Case Study: How CS2 Compliance Is Succeeding With Curata Content Curation Software ” Subtitle The subtitle should round out the reader’s expectations of what’s in the study.
Include more numerical improvements, or an overview of what happened. E.g. “Creating and Growing an Excited Community in a Highly-Regulated, Niche Market” Their Company Overview We recommend pulling the company overview directly from the company’s website. It should be two or three sentences and highlight parts of the company most important to your audience. If you’re looking to highlight the company size, mention it here.
Your Company Overview It’s okay to use a boilerplate description here. However, if there is something else that might be beneficial to include in this particular use-case—add it. If you have more than one product description in your boilerplate description, focus on the product the marketing case study focuses on.
Introduction The introduction should present the company you’re talking about and their problem. Here’s an example: CS2 Compliance, a regulatory consulting firm for financial services clients, wanted to build a community for its clients and save time answering regulation-specific questions in individual emails.
They wanted a solution that made content creation easier, found topical subjects in their industry, and enabled them to quickly publish to their website and newsletter. Solution The next section should introduce your product and why your customer went with you. Example: They chose Curata Content Curation Software (CCS).
Curata CCS uses machine learning, natural language processing, and artificial intelligence to help marketers discover and publish industry-specific content across marketing channels. Action This should describe how your product or service was implemented and how it made the overall process smoother, easier, cheaper, etc.
Example: CS2 uses Curata CCS to curate articles that answer a variety of FAQs, building a robust content program including discussion boards, webinars, and frequent newsletters. This has led to strategic and streamlined website content and newsletter publication for CS2.
Results Finally, show the results. They support the statement that this company was successful with your product. If you have further information about how customers perform with your product, include it here. Include how your client is planning on using your product in the future to grow and expand their goals. Example: Newsletters now have an open rate of 42.52 percent, and a click-through rate of 23.11 percent, both significantly above industry averages. With Curata, CS2 exceeded community registration goals by over 60 percent.
CS2 is now using Curata to expand their reach and create custom experiences for each sub-audience within their online community. Pull Quotes Once the meat of your marketing case study is written, choose some to highlight. Example: CS2 co-founder and president Mary Harris King had this to say about Curata: “Curata keeps our current clients up-to-date with interesting articles while integrating with our public facing website so potential clients can see our newsfeeds, and sign up for the daily news digest, etc.
It’s a great way to reach both audiences.” Statistics Case studies are a compelling way to convince prospects to buy your product.
They’re even more compelling when your claims are supported by data and hard information. Use company information and stats, outside numbers, and numbers from your customer to round out your marketing case study. Writing on how curation improves content marketing ROI?
Include a stat from a trusted source. Example: Over 50 percent of marketers that curate content indicate that it has . Conclusion Many case studies include a conclusion at the end wrapping up all the details. Instead, try a big, colorful CTA. While a conclusion is nice, making sure the reader doesn’t have to consume more than they need is even better. If your marketing case study is very long, include the most important points at the beginning in bullets.
Distribute and Promote Your Marketing Case Study Case studies are effective on your website and as a sales enablement tool. They should also be sent to your sales team. Include a description of what it’s about and the situations it should be most effective for.
Other ways to maximize the impact of a case study include: • Place it on your home page • Send an email sharing it with the case study’s target audience, or as part of your newsletter • Write a supplemental blog post to drive traffic to the case study. Focus on the problem solved in the case study and write an informational post on that topic • Add the case study to relevant landing pages • Add it to you or your coworkers’ signatures • Insert it into a slideshow or longer presentation on product use cases • Share the case study on social media Examples of Awesome Marketing Case Studies For more information, check out some standout case studies by other companies.
Bitly is notable for a couple of reasons. First, their decision to use a slide deck over a single page document. It’s easy to digest and different enough that it piques the reader’s interest. The layout is sleek and skimmable with easy takeaways. Bitly includes images and a colorful layout that’s more interesting than a traditional, text-heavy marketing case study.
Kantar Media Division Cymphony Kantar media created a of their work for Samsung. For a service-based product, this form of marketing case study proved extremely effective. Kantar describe their process, their findings, and their results in a quick, story-heavy video.
Zendesk include customer testimonials in a visually appealing multimedia library on their website. This allows visitors to search by use case, industry, and company size to find the most relevant story to them.
For an example of one of Curata’s case studies, check out “ ” [pdf]. Marketing case studies can be hugely effective.
They provide proof of concept to potential buyers, and drive your audience further down the funnel. They can also serve as a powerful sales enablement tool. For more on how to drive your audience further down the funnel and measure your content’s efficacy, read Curata’s eBook: . Latest Stories Sasha Laferte is Curata’s Senior Content Marketing Manager. She’s written for a wide range of digital marketing publications including , , , and HubSpot.
Her experience spans writing for marketing software companies to creating viral content for Wenner Media (the parent company of Rolling Stone and Us Weekly). Sasha enjoys marketing, tech, travel, fitness, sushi, and her cat. Sasha has a BA in Writing, Literature and Publishing from Emerson College in Boston, MA. Hi Neil! These are some common issues that I’ve dealt with also, so thanks for bringing them up!
Here are my two cents: • For client policies that restrict or forbid case studies, there’s not much you can do unfortunately. Sometimes you can get them to agree to an anonymous case study. While this isn’t nearly as impactful as having a brand name, it can help show potential customers how your product has worked for similar companies with similar use. • Case studies are often innately valuable for a client so it’s just a matter of describing this value to them. Explain that you’ll be linking back to their website, describing their positive results on social, and giving them publicity through email.
For video case studies, one thing you can do is offer the b-roll taken at their location to them for free to use in their own promotional materials. • Don’t have the time, staff, or budget to produce enough content for all of your marketing channels? Curation can help. Download our hands-on guide and learn time saving ways to sift through the noise and quickly find content gold! You’ll be curating content like a boss in no time. Fill out the form below to get your copy instantly.
The Leading Change, Adding Value Case Study template explained.