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What Is a Case Study?
When you’re performing research as part of your job or for a school assignment, you’ll probably come across case studies that help you to learn more about the topic at hand. But what is a case study and why are they helpful? Read on to learn all about case studies.
Deep Dive into a Topic
At face value, a case study is a deep dive into a topic. Case studies can be found in many fields, particularly across the social sciences and medicine. When you conduct a case study, you create a body of research based on an inquiry and related data from analysis of a group, individual or controlled research environment.
As a researcher, you can benefit from the analysis of case studies similar to inquiries you’re currently studying. Researchers often rely on case studies to answer questions that basic information and standard diagnostics cannot address.
Study a Pattern
One of the main objectives of a case study is to find a pattern that answers whatever the initial inquiry seeks to find. This might be a question about why college students are prone to certain eating habits or what mental health problems afflict house fire survivors. The researcher then collects data, either through observation or data research, and starts connecting the dots to find underlying behaviors or impacts of the sample group’s behavior.
Gather Evidence
During the study period, the researcher gathers evidence to back the observed patterns and future claims that’ll be derived from the data. Since case studies are usually presented in the professional environment, it’s not enough to simply have a theory and observational notes to back up a claim. Instead, the researcher must provide evidence to support the body of study and the resulting conclusions.
Present Findings
As the study progresses, the researcher develops a solid case to present to peers or a governing body. Case study presentation is important because it legitimizes the body of research and opens the findings to a broader analysis that may end up drawing a conclusion that’s more true to the data than what one or two researchers might establish. The presentation might be formal or casual, depending on the case study itself.
Draw Conclusions
Once the body of research is established, it’s time to draw conclusions from the case study. As with all social sciences studies, conclusions from one researcher shouldn’t necessarily be taken as gospel, but they’re helpful for advancing the body of knowledge in a given field. For that purpose, they’re an invaluable way of gathering new material and presenting ideas that others in the field can learn from and expand upon.
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Home Blog Business Case Study: How to Write and Present It
Case Study: How to Write and Present It
Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post!
What is a Case Study?
Let’s start with this great case study definition by the University of South Caroline:
In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.
In simpler terms — a case study is an investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.
A standard business case study provides insights into:
- General business/market conditions
- The main problem faced
- Methods applied
- The outcomes gained using a specific tool or approach
Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm.
But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips!
Why Case Studies are a Popular Marketing Technique
Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.
A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist).
For the above purpose, case studies work like a charm. Per the same report:
- For 9% of marketers, case studies are also the best method for nurturing leads.
- 23% admit that case studies are beneficial for improving conversions.
Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credits.
Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject.
Popular Case Study Format Types
Most case studies come either as a slide deck or as a downloadable PDF document.
Typically, you have several options to distribute your case study for maximum reach:
- Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc.
- Dedicated website page — highlighting case study examples on your website is a great way to convert middle on the funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.
- Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell.
- Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.
How to Write a Case Study: a 4-Step Framework
Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data.
But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it.
1. Identify the Problem
Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.
Be sure to mention:
- What’s the purpose of the case study? What will the audience learn?
- Set the scene. Explain the before, aka the problems someone was facing.
- Advertise the main issues and findings without highlighting specific details.
The above information should nicely fit in several paragraphs or 2-3 case study template slides
2. Explain the Solution
The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at lengths about how the subject went from before to the glorious after.
Here are some writing prompts to help you articulate this better:
- State the subject’s main objective and goals. What outcomes were they after?
- Explain the main solution(s) provided. What was done? Why this, but not that?
- Mention if they tried any alternatives. Why did those work? Why were you better?
This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.
3. Collect Testimonials
Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution work. These provide extra social proof and credibility to all the claims you are making.
So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain the quantifiable result.
4. Package The Information in a Slide Deck
Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information.
As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.
For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.
Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides.
How to Do a Case Study Presentation: 3 Proven Tips
Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques.
Focus on Telling a Great Story
A case study is a story of overcoming a challenge, achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed.
The premises of your story can be as simple as:
- Help with overcoming a hurdle
- Gaining major impact
- Reaching a new milestone
- Solving a persisting issue no one else code
Based on the above, create a clear story arc. Show where your hero started. Then explain what type of a journey they went through. Inject some emotions in the mix to make your narrative more relatable and memorable.
Experiment with Copywriting Formulas
Copywriting is the art and science of organizing words into compelling and persuasive combinations which help readers retain the right ideas.
To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:
- AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more.
- PADS — short for P roblem, A gitation, D iscredit, S olution. This is more of a salesy approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option.
- 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes.
Take an Emotion-Inducing Perspectives
The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through.
One of the ways to build this connection is speaking from an emotion-inducing perspective. This is best illustrated with an example:
- A business owner went to the bank
- A business owner came into a bank branch
In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches.
Final Tip: Use Compelling Presentation Visuals
Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as:
- A product demo/preview
- Processes chart
- Call-out quotes or numbers
- Custom illustrations or graphics
- Customer or team headshots
Use icons to minimize the volume of texts. Also, opt for readable fonts which can look good in a smaller size too.
Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-moment refinements!
1. Business Case Study PowerPoint Template
To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.
Use This Template
2. Medical Case Study PowerPoint Template
3. Medical Infographics PowerPoint Templates
4. Success Story PowerPoint Template
5. Detective Research PowerPoint Template
6. Animated Clinical Study PowerPoint Templates
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Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business
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Creating a Professional Case Study Presentation: Templates & Tips
Written by: Unenabasi Ekeruke
Winning over clients is tough work. You're going to need cold hard proof and real-world results to prove the value of your solution.
One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.
Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .
Not sure how to create or deliver top-notch case study presentations? You've come to the right place.
In this article, we'll show you how to create winning case study presentations, plus templates you can use right away.
Let's get to it.
Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:
Table of Contents
What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.
A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.
When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:
- Understand research methodologies and analytical tools
- Develop problem-solving skills
- Learn complex decision-making
When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.
Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.
No matter the type of business you're doing, case studies can be invaluable for sales and marketing.
If you're still in doubt about the potency of case studies, check out these compelling statistics.
- According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
- Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.
According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.
There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.
When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.
There are various scenarios for developing case studies, including:
- Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
- Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
- Convincing customers of the benefits of your products, services and capabilities
- Scheduled discussion on the viability of an idea and its effects on your business
- Analyzing and recommending solutions to problems for your company or clients
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- Why start from scratch? Save time with 1000s of professional branded templates
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Before we show you how to present your case study, let's discuss what should go in a case study. A well-written case study design should include the following sections:
1. Executive Summary
This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.
2. Problem Statement
This section should detail the goals and purpose of your case study.
You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?
3. Solution
This section forms the core of your case study. Here you want to explain how you solved the problem.
Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.
4. Execution
This section should detail the journey to helping the client achieve the results.
You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.
Here, you need to explain the positive impact or benefits of your solution on the client's project or business.
It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.
6. Conclusion
Share reviews, quotes, testimonials and recommendations from existing customers about your solution.
Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.
Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.
Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.
Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.
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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study.
1. Marketing Case Study
This generic case study template is a powerful marketing tool for businesses of any size.
You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.
In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.
2. Business Case Presentation
Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.
Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.
3. Clinical Case Study Presentation
This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.
There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.
4. UX Case Study
Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.
Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.
This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.
Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.
5. Software Demo Platform Case Study
This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.
The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.
Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.
Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.
6. HR Consulting Case Study
If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.
The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.
Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.
Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.
1. Determine Your Goals
This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?
We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.
For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:
- Increase productivity, revenue and profit
- Minimize employee turnover
- Gain a competitive advantage
- Drive sustainability or energy efficiency
2. Pick a Compelling Case Study
Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.
We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.
Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.
Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.
3. Use Templates
Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.
4. Use High-Quality Visual Aids
When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.
You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.
Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.
Notice how the case study template highlights compelling figures using graphs and charts.
5. Deliver a Flawless Presentation
You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.
So how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?
Keep reading.
Tell an Emotional Story
Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.
It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.
One way to create a human connection is by painting a clear picture that your audience can relate to. You want to visualize their journey to success based on your results with existing clients.
Focus on the Client
Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.
You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.
So dig deep to find out these things:
- Your client's concerns and pain points
- The goals and outcomes your clients are looking to achieve and
- The problems holding them back from achieving their goals
The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.
Connect and Engage Your Audience
Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?
Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.
Here are some effective ways to engage your audience.
- Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
- Ask thought-provoking questions or seek their opinions to understand what value means to them.
- Smile and make eye contact to build rapport with your audience.
- Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
- Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.
You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.
Keep It Brief and Interesting
No matter how much time you're allotted, keep your presentation brief.
Why does it matter? Humans have short attention spans. So to avoid losing audience attention, spend more time on slides that drive home your points.
In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.
Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.
So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.
Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.
Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.
Easily put together professional case study presentations that impress your clients
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About the Author
Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.
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5+ Successful Case Study Presentation Examples
Case studies are and will always be an integral part of the business world hence the need for winning case study templates. Whether it is to analyze internal problems and find solutions or convince a client of your capabilities; case study presentations are always involved in the process.
In the following sections, you will understand what goes into making an impactful case study presentation. Using this information, you will find it easy to convince your audience about your solutions, using a well-structured argument.
Table of Contents
What Is A Case Study?
A case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, that convinces the audience for your research. Think of it as a solution, to a well-defined question asked of you. Should the company expand in this market? Should we launch this product? What is the reason for our reduced sales? Why are you the best person for the client’s project offering? All these questions are backed by immaculate case study presentations.
This begs the question, when should one do a case study analysis? Some of the scenarios where case studies become necessary are –
- Convincing clients of the benefits of your services and capabilities.
- Analyzing and presenting solutions to internal issues for a company.
- Offering real-life examples to back your arguments.
- Systematic discussion on the viability of an idea, with respect to the effect on the firm (client or self).
The task here is not only to find a solution but also to influence the audience with your findings. Organizing a lot of information in a succinct and engaging manner for your clients and stakeholders is important. Hence, is a need for an excellent case study presentation template.
Features Of Effective Case Study Presentations
A good case study presentation should be:
- Brief and highlight the essentials
- Clear and concise
- Describe your vision clearly
- Demonstrate the value and benefit the project brings to the business or client
- Consistent in style
Key Elements Of A Winning Case Study Presentation
Before we jump into case study examples, let’s understand the effective structure of a good case study presentation template. A good case study design can be generally structured in the following sections.
Executive Summary
This section provides a succinct and effective executive summary for corporate leaders to peruse through quickly, and get the gist of what you want to highlight.
Problem Statement
This section of your case analysis template details the purpose of your analysis. This puts together all the problems that you intend to answer through your case study.
Idea Description
This section is the heart of your case study. It is where you detail your solution, explain the reasoning, and describe why your solution is the best one to follow.
Financial Impact/ Results
Here is where the administration will be convinced that your idea is worth consideration. You need to explain to your audience that what you are proposing, has a considerable impact on their business or project. Or something like – how clients who used your solution, services, or products benefited financially.
In this final section of your case study slide, you discuss all the planning, considerations, risks, and metrics you will need to execute your solution. Or how you conducted the action steps for your clients to achieve the desired results. What were the Project KPIs , issues, and risks, for the managers and how did you mitigate them?
Tips For Excellent Case Study Presentation
The key points, icons and data, designing scientifically.
- Content Is King
It is important to highlight the key takeaway in your study, throughout your case study. While choosing or designing your PowerPoint template, you should make sure that each section has enough potential to show the key takeaway, which is your strongest argument, in prominence. Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report.
Nothing backs your arguments more than hard, quantifiable facts. In today’s terminology, we call these facts, data. Data forms the bedrock of your analysis, as everyone is convinced that ‘numbers don’t lie. Use relevant and key data points and present them in a structured manner in your case study ppt, to convince the audience.
Further, use understandable PowerPoint icons to summarize and anchor data points, such that they draw direct attention to the viewer. Icons also provide easier readability to the case study template, as one can simply look for the icon to search for the required information.
Presentation designing is not only an art but also a part of science. There are well-studied visual design principles , that raise your chances of success.
- Visual Hierarchy: Use the principles of visual hierarchy , and create a contrast between the important information, and the background matter, to draw attention to the right material on the page
- Professional Colors: Use color schemes that suit the environment and your pitch, to showcase your professionalism. It takes one wrong color, to create the impression of a sloppy firm. A good tip will be to use the monochromatic theme, which is a classic professional color scheme.
- Engaging Visuals: You can load your pages with a plethora of information, believing that it will convince your audience. But an overload of text and numbers just disinterests the viewer, weakening your case. Hence use engaging visuals, images, icons, graphs, charts, etc., that keep your viewer interested and convey the information without stressing too much of their grey matter.
Content is King
While I have mentioned a general structure for case study examples in the previous section, some points should be remembered to create engaging content.
Research Thoroughly: It goes without saying that you should keep your research thorough and inclusive. Research the company, the client, the problem statement, the solution, and every single data you have mentioned in your solution. Also be prepared for things that you are not writing about, such as alternate solutions, market changes, legal hassles, and finer details of your proposals. Under-preparedness or false claims will definitely pull the rug from under you!
Language of the Professionals: Instead of using passive language like that of a research paper, use active and action-based language. This language should be persuasive, and engaging. For example, instead of writing “customer numbers increased by 10% in the last year”, use “10% more customers choose our services over others, over the last year.” The simple shift makes it more convincing and exciting for the reader.
Be client-oriented: Case studies are an effective marketing tool to convince your clients. So, while making a case study ppt , keep your clients in your mind. Wear their shoes and ask, what is it that they are looking for, and how can you present it right in front of them!
Different Type Of Case Study Presentation Templates
Find below a multitude of attractive, and impactful case study PowerPoint templates that are ready to use, specifically for business professionals.
To highlight a long-term successful engagement with the client
To showcase a successful product implementation with the client
To showcase detailed client engagement
To present a project’s success in a concise manner
To showcase a detailed problem-solving approach
Case Study Presentation
Free case study template.
Doing a case study is a delicate yet enormous task, which needs to be performed carefully, and comprehensively. You need to be well aware of the problem you are solving , and bring out the best solution possible for it. A good case study helps you to support your argument, and convince your audience. Following the tips mentioned above, you can create a sharp, professional, and complete case study for your business, which will give impact and strength to your analysis and argument.
People Are Also Reading:
- How To Write An Effective Executive Summary
- How To Make 30 60 90 Day Plan For Managers
- How To Create A Big Influence On Your Audience
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Case Study Presentation Template
Case studies address consumer challenges and highlight the solutions your service or product can deliver. This kind of presentation helps instill confidence in your brand and convert prospective clients. Include your company background, past customers, a product demonstration or video, and outline how you can provide each client with positive results. A quality case study presentation illustrates real-world success using data. Our case study template will help you keep your clients engaged while you show them potential business solutions in a polished and professional presentation. Communicate your product’s worth, acquire more clients, and increase retention using our case study presentation.
Our case study presentation template can be used as an effective way to:
- Showcase your success stories
- Convert prospective clients
- Up-sell current clients
Use this template to create a professionally designed and memorable case study
A case study requires relevant data and should be designed to inspire confidence and action. Organize your case study presentation and make it memorable by delivering information visually with any combination of our various slides:
Helpful hints for creating effective case studies that convert
A thoughtful presentation can set your brand above the rest. Consider these tips when organizing your case study.
Add visual interest to your presentation by including charts, graphs, and photos. This will help break up your data and make your presentation memorable.
Content heavy presentations work well with simple clean slides that don’t overwhelm your audience. Feel confident leaving blank space on each slide.
Teammates and clients alike will stay engaged if you use your data to drive a story. Use compelling information to demonstrate your value with numbers and testimonials that manifest client success.
The data you showcase should drive action. What outcome are you aiming for by giving this presentation? Who is your audience? Keep your viewers in mind and make sure your presentation is leading them towards your desired outcome.
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Marketing Communication Plan Template
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Brand Guidelines Presentation Template
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Employee Handbook Template
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5 Keys to a Great Case Study Presentation in Sales
So you’ve finally got a prospect who’s interested in what you have to say…and actually wants to hear you present . That means it’s time to jump into the features and benefits of your offering, right?
Actually, no —that’s old-school selling, and it simply doesn’t work anymore. Feature and benefit selling has been around for a really long time . And while it worked for many years, today it’s outdated and ineffective .
Nowadays, we want to use case studies or case study presentations to ultimately connect where the prospect is now to where you’re going to take them.
Your job is to fill in that gap, helping prospects to visualize the transition from where they currently are to where they want to end up .
1. Think of any great movie plot.
Let me explain what I mean. Every case study should start with a customer who’s dealing with a problem and thus struggling to succeed in some way. This is the same essence of a good movie, where the hero of the movie starts out struggling with something they just can’t figure out. At this point, both the customer in our case study and the hero in our movie may have tried some stuff to fix their problem, but nothing has worked very well up until this point.
Next, in every great case study, the customer should meet us (the salesperson) and finally do some things that help them achieve exactly what they want. And as a result, they are able to accomplish specific goals, which you’re going to tell your prospects all about in your presentation. Again, this follows the story arc of any good movie plot—something happens that finally changes everything, and we stay glued to the screen to find out what happens as a result.
A great case study presentation simply shows the journey from where your customer started to where they went with your help. Sharing that case study with a potential prospect is a powerful way to help them see how their own journey could be similar to your customer’s journey to success.
2. It’s not about you.
By focusing solely on the customer’s challenges and where they were before you helped them, you can make your case studies truly powerful when you share them in your presentation. Otherwise, if you focus on yourself, even a great case study will come off sounding like a thinly veiled sales pitch. And that’s the last thing any prospect wants to hear.
3. Know their challenges.
So dig deep to find out: What are the outcomes and goals that your prospect is looking to achieve? Seek to understand what they want to achieve, and what exactly is holding them back from getting there—and why. The more you can understand these aspects of your prospect’s world, the better you can demonstrate that you know exactly how to solve their challenges through the case studies you show.
4. Have an arsenal of case studies.
Having an arsenal of these stories will give you the variety you need to pick and choose the best, most relevant case study for each prospect, depending on what they will connect most with. You never know exactly what the prospect’s situation is going to be until you start talking to them. So have an arsenal of case studies at your disposal and pull out the right one when it’s time to present.
5. Get them engaged.
By getting the prospect to engage with your case study presentation, you can turn it into a two-way conversation about the substance of what matters. The more you can get your prospects engaged, the better off you will be.
So there you have it. Now you know 5 keys to a great case study presentation in sales. Which of these case study presentation tips did you find most useful? Be sure to share below in the comment section to get involved in the conversation.
More Keys to a Great Case Study Presentation in Sales…
The case study presentation is king! If there’s ever been a piece of outdated, old-school sales advice , it’s this: “You really need to give a features and benefits presentation!”
Have you ever been given this advice? I know I have! Countless sales gurus told me this when I first began selling.
I’d start by explaining a feature of my product, such as “My product is made of titanium.” Then, I’d relate the benefit of that feature, as in “Because it’s titanium, it’s super strong and will last three times longer than the competition while weighing half as much!”
This was a classic feature-benefit presentation — and it will no longer work in today’s marketplace.
If you want to dramatically improve your sales technique today , it’s time to leave this approach in the rearview mirror.
Now, it’s all about the case study presentation .
In this video and article, I’m going to show you exactly how to implement a case study presentation into your selling strategy.
Why It’s Time to Replace Feature and Benefit Selling with a Case Study Presentation
Craft your sales presentations around your prospect’s biggest challenges.
Feature and benefit selling was first developed in 1887— that’s well over 100 years ago!
At the time, it was a revolutionary sales approach . But, unfortunately, it hasn’t changed much since then.
While the feature and benefit approach to selling was effective for many decades—maybe even a century— it’s time to acknowledge that this approach is outdated today .
Prospects have heard feature and benefit presentations from your competitors a thousand times.
They expect you to use this approach, and when you do, it’s perceived as boring and uninspiring.
Why? Because it’s all about you, not them.
Prospects want you to care about what they care about—namely, themselves and their biggest challenges .
A features and benefits presentation tells them that you only care about pushing your product or service and closing a deal .
A case study presentation, on the other hand, invites prospects to be part of a story where—with your help— they can solve their biggest challenges and reach their goals as an organization .
If you want to increase your sales , it’s high time to toss the features and benefits presentation and start using the case study presentation instead.
Read on to discover the must-know keys to any great case study presentation.
6. People want results and stories, not features and benefits.
Ask questions frequently in your sales presentation to get feedback throughout the meeting.
In case no one’s told you, sitting through a presentation about features and benefits is about as exciting as reading a high school textbook.
It’s dry, it’s impersonal, and it doesn’t engage prospects.
Prospects don’t want to hear the features and benefits of your offering. Instead, the strongest sales presentations show them stories of the results your customers have seen .
Once they can see how you’ve turned things around for other customers, they’ll be more interested in seeing how you can turn things around for them, too.
Case study presentations are designed to share stories that relate to your prospect’s situation. As a result, they’re the best way to show that you truly understand your prospect’s pain .
This also gives you the opportunity to share results you’ve achieved without coming across as salesy.
A case study presentation is basically a fancy way of telling your prospects stories of other clients that you’ve had that were similar to them. If you can master it, you’ll be adding a critical selling skill to your strategy.
It doesn’t have to be complex.
And, as you’ll see in the next tip, it can actually be formulaic and still be relatable to your prospect .
7. Prepare four to six different case studies for different types of presentations.
Know who your ideal prospect is, and disqualify those who aren’t a good fit.
Not all prospects are exactly alike.
If you’re like most organizations, you probably have a few different types of ideal clients .
Let’s say that you have two really distinct types of clients. That means you should have at least two case studies for each type of client.
In other words, you’ll want to prepare four case studies to use in your case study presentation to get started.
This doesn’t have to be laborious or take that much time.
Instead, just dig into your client list and create a list of your top few success stories.
These should be organizations or people that you really helped accomplish something special.
Look for examples that represent each of your distinct types of clients so that you’ll have a relatable story for any qualified prospect .
By the way, don’t feel like you have to use the company’s name. It’s not a necessity.
Instead, check out the next tip to see what really matters most in your case study presentation.
8. Be sure to really focus on the challenges and results.
Remember to focus on what the prospect cares most about—themselves and their challenges.
The most important part of any case study presentation is the list of challenges that your past clients have faced.
Briefly describe what you did for those clients, and explain the results they accomplished as a result of working with you.
By breaking down each case study this way, you now have a compelling story to tell during your presentation.
Any case study presentation you give shouldn’t need more than two case studies.
All it takes is two case studies to create a powerful flow to lead the prospect through your presentation, and on to a successful close .
Remember, the results you share should be specific.
Give real numbers in your case study presentation , like, “Increased revenue by 24%” or, “Decreased employee turnover by 31%” or, “Increased customer retention by 11%.”
By giving these specific stats in the context of a relatable story, you’ll keep prospects engaged and really drive home the power of the results you’ve achieved .
9. Relate the case studies presentation to your prospect’s situation.
Having a handful of case studies prepared will allow you to choose a couple that relate to your prospect on the spot.
Now that you’ve selected a few customer stories to share in your sales presentation , it’s time to use them in your case study presentation.
The key is to do this in a way that relates them to your prospect’s current situation.
This might sound something like, “ George, let me share with you an example of another client that had a similar set of issues to you.
They were dealing with X, Y, and Z. Much like we’re discussing with you, we came in and developed A, B, and C .
As a result of that work, they were able to increase top-line revenues by 12% and profits by 18% in the first year. ”
Be sure to use case studies about customers that faced the same challenges your prospect is facing.
69% of buyers said that salespeople could create a positive selling experience by listening to their needs, so start your case study presentation with a thorough discovery conversation where you do more listening than talking.
Once you’ve uncovered your prospect’s biggest challenges, share the case studies that will be most relevant to their experiences.
This will make you look like the knowledgeable expert you are —without boring your prospects with yet another features and benefits presentation.
Close More Sales with a Case Study Presentation
Update your sales presentation with case studies to crush your sales goals.
Because a features and benefits presentation feels like a boring monologue, it’s nearly impossible for salespeople to tell if they’re on the same page as their prospect s throughout the sales meeting .
You may feel like everything is on the right track, just to get to the end and hear an objection you didn’t see coming .
A case study presentation, on the other hand, keeps you and your prospect in an engaging conversation , which will ultimately lead you to close more sales .
Start by remembering that prospects care more about results and stories than features and benefits.
Case studies are a great way to “show, don’t tell” what you can accomplish.
Second, prepare four to six case studies for your two or three different types of clients.
This is the secret to balancing the comfort of a prepared presentation with the excitement of a customizable conversation.
Third, remember to focus on challenges and results.
If you can’t share the name of a client in your case study, don’t sweat it.
What prospects really care about is how you’ve solved challenges like theirs —so share specific results and don’t worry about the rest.
Finally, remember to relate your case study presentation to your prospect’s situation.
Your offering is likely designed to solve a handful of particular challenges.
Once you discover which challenge a prospect faces, share case studies that will relate most to them.
This is critical to showing what you bring to the table without coming across as salesy.
These four must-know keys are all it takes to replace your outdated features and benefits selling with an engaging and modernized case study presentation .
Now that you’ve seen these sales presentation tips, I want to hear from you.
How have you approached presentations in the past? Be sure to share below in the comments section and join the conversation.
Enjoyed this article? Please share away!
Get instant access to our free sales training:, why prospects push back on price, give 'think-it-overs,' and ghost in sales until they meet a sales superstar who is following these 7 simple keys, about the author marc wayshak.
Marc is is the best-selling author of three books on sales and leadership, including the highly acclaimed titles Game Plan Selling , The High-Velocity Sales Organization and his forthcoming book, Sales Conversations, Mastered.
Marc is a contributor to Inc , HubSpot , Fast Company , Entrepreneur Magazine , and Huffington Post Business . He also hosts a popular YouTube channel on sales strategy with over 103,000 subscribers.
Marc helps thousands of people his data-driven, science-based approach to selling that utilizes all the best tools available to sales organizations today.
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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. The problem with this is, lose a reader and you lose a customer. It doesn’t have to be this way!
In this guide, I’m going to show you how to write a case study that prospects will actually want to read. An attractive , inspiring , and convincing case study that turns readers into customers.
Table of contents
What is a case study.
- Why write a case study?
How long should a case study be?
- How to write a case study: Steps & format
- An example of a case study
- Tips to write a case study that gets read
- Real case study examples
- Free case study template doc
A case study is a self-contained story about how a real customer overcame their problems using your products or services. Notice how I used the word story. Marketers are obsessed with the notion of “storytelling” (usually without actually telling stories), but a good case study is a story with protagonist (your customer) who has a problem but who wins out in the end.
This case study example by Intercom puts faces to the name of their protagonist, Atlassian.
By the end of a case study, the reader should be able to visualize themselves as the hero of their own story. They should be able to relate to the problems of your featured customer, and see themselves achieving their own goals by using your product or service.
Why write a business case study?
Case studies may not be as sexy as a viral blog post, and as such they’re often overlooked in favor of other content formats. This begs the question – why create marketing case studies at all?
The answer is because they’re really effective.
- Build customer loyalty: Not only is this an opportunity to engage with your satisfied customer, but to reaffirm why they chose you and why they should continue to choose you.
- Assist sales: In addition to having case studies posted on your website, salespeople can share them with potential customers in conversations to help them build confidence in the prospect.
- Multi-purpose content: Quotes and data snippets from your case studies make great testimonial tidbits for your the homepage, products/services pages, landing pages, and more. You can also repurpose these into PDFs, videos, blog posts, and infographics.
- Earn trust: Case studies turn positive customer opinions into tangible data that actually proves your value. In fact, it’s among the most trusted content types according to 60% of marketers.
This varies by industry (a kitchen remodeling business could probably tell their whole story in pictures while a software invoicing solution, not so much), but here are some guidelines:
- Most resources tell you that a case study should be 500-1500 words.
- We also encourage you to have a prominent snapshot section of 100 words or less.
- The results and benefits section should take the bulk of the word count.
- Don’t use more words than you need. Let your data, images, and customers quotes do the talking.
What a marketing case study is NOT
A case study is an on-brand, data-driven, objective resource for potential customers to gain confidence in your business. Here is what they are not.
- Case studies are not press releases. Although case studies can be used to accompany new product launches, they are not merely vehicles to talk about new products. In fact, you should make your case studies as evergreen as possible so you can get the most mileage out of them.
- Case studies aren’t advertisements. Bits and pieces of cases studies can be used on landing pages or even in ad copy, but the case study itself should not be an ad. It’s not about roping in a customer or using exciting or embellishing words. It’s about sharing the facts.
- Good case studies are not about your company. They’re about the customer’s journey. Most case studies are bland, instantly forgettable crap because marketers ignore the fact that case studies are stories in the most literal sense. They get preoccupied with things like brand voice or messaging matrices and forget to leverage the narrative form that makes stories so compelling. Or, even worse, they simply can’t stop themselves from harping on about how great their company is, the gravest of sins when case studies are concerned.
How to write a case study: steps & format
Now that we’re clear on what a marketing case study is (and isn’t), as well as why you should be producing them, let’s talk about how to actually write a case study worth reading.
- Clear headline: Like a newspaper headline, it should give the most important information. A subtitle with supporting details or a customer quote is optional.
- Snapshot: Provide the TLDR prominently at the top, including the client’s name/industry, the product/service used, and quick result stats.
- Client introduction: One or two sentences describing the customer and a highlight about them.
- Problem: State the problem/goal, consequences, and any hesitations the customer had. Include quotes.
- Solution: Share how they found you, why they chose you, what solution they chose, and how it was implemented. Include quotes.
- Results: Describe the results and the benefits, as well as any bonus benefits that came of it. Include quotes.
- Conclusion: Share additional praise from the customer and words of advice they have for other people/businesses like them.
Click to view full-size.
A case study example
Let’s go into the details on each one of the steps above, using a fictional example. Our business is Kumbo Digital and our client is Currigate.
1. Start with a clear headline
This should be like a newspaper headline that gives the most important information. A subtitle with supporting details or a customer quote is optional.
Currigate Plugs $12k in Profit Leaks with Kumbo Digital
2. Provide a snapshot
There should be a section at the top with the important details. This includes
- Customer name/category/industry
- Product/service used
- Results (ideally three stats)
3. Introduce the client
Share one to two sentences with your customer’s name, industry, location, and a highlight.
Currigate is a software service that offers highly customizable subscription packages to banks, brokers, and investors in the mortgage lending market.
4. State the problem, consequences, & hesitations
Explain the issue the customer was facing or the goal they were having a hard time reaching—as well as the negative outcomes.
While this high level of customization is what sets Currigate apart from its competitors, it also requires multiple applications with disparate data and heavy manual work. Account owners were spending so much time manage invoicing, there was little left over to build relationships with clients, stay on top of overages, and upsell. This was leading to leaks in profitability and a weakening of customer service.
Include customer quotes as well as any hesitancies they had with using a product or service like yours.
“We were getting in our own way,” said Melanie Grigham, Currigate’s VP of Operations. “Our customer relationships were starting to falter, and we knew we had to do something. But the thought of manipulating just one of our data sources—let alone all seven—was scary. There were so many random connections in place and so much confidential information, we couldn’t risk it all breaking.”
5. Describe the solution
Share how the customer found your business and why they chose you.
Grigham learned about Kumbo Digital through none other than Google research and decided to get in touch. “The thought of explaining the whole thing felt daunting, but I was relieved to hear [the rep] finishing my sentences for me!”
Include which specific product or service they chose, how it was implemented, and how the customer used it. Stay brief!
After learning the details of the situation, the Kumbo team proposed a custom solution that would integrate all of the data sources into one dashboard. “I was hesitant at first, but they showed me a small scale example which helped me to understand a little more about how it would work. I appreciated their patience with me as I took some time to make a decision.” Grigham finally went with it. The dashboard took three weeks to implement and the data migration took just under a day.
6. Share the results & benefits
Share how the client used your product/service, what the results were, and the benefits. Include direct quotes and clear evidence (statistical data, before-and-after images, time-lapse videos, etc.)
With the new platform, Currigate’s account managers could access all seven data sources—as well as generate, track, send, and approve invoices—all in one place. Time spent invoicing went from days to hours, freeing up time for them to engage with customers and work toward strategic goals. “Our staff are less bogged down to the point where they’re asking to take on more clients—which is unheard of.” The redesigned and simplified product catalog (206 product codes instead of 1,024) has also made it easier for them to upsell as well as recommend combinations for specific needs. “Sometimes our new clients don’t know what they want, and this is perfect for giving them a starting point.” In addition, Currigate was able to identify $12,403 worth of overages they wouldn’t have caught otherwise. “Now, we can be sure that their customers are being billed appropriately (which is great for us) and receiving the services best fit for their dynamic needs (which is great for them). It’s a win-win.”
7. Conclude with words of advice and a CTA
Share where the client is headed, any additional quotes or praise, and/or their advice for similar potential clients.
Today, Currigate’s unique subscription model is as strong as ever. It’s even considering opening up to new markets. “We never thought we’d reach this point so soon—we thought new markets was years down the line,” said Melanie. When asked what advice she had for other businesses like hers, she talked about mixing faith and facts. “You’ve got to do your research to find a trusted provider, but at the end of the day, it all comes down to a leap of faith, and sometimes you just have to do it.”
Finish off with a CTA to contact your business and/or a link to view more case studies.
Tips on how to write a case study that prospects will want to read
Alright, so that was a basic example of a case study, but there’s more to it than just the words that comprise it. Here are eight tips to write a great case study that prospects will want to read and that will help close deals.
1. Make it as easy as possible for the client
Just like when asking for reviews , it’s important to make the process as clear and easy as possible for the client. When you reach out, ask if you can use their story of achievement as a case study for your business.
Make the details as clear as possible, including:
- The process (20 minute interview, follow up with a draft for their approval).
- Where the case study will live (on your website? in PDFs shared by sales reps? etc.)
- Their options for the interview (in person, phone/video call, via email).
- Any benefits (exposure on social, for example).
The clearer the picture you paint for them, the more receptive they’ll be to sharing their time with you.
2. Include a prominent snapshot with the results
While a good case study is like a story, you don’t want to hold out on your reader until the end. You want them to know the results right off the bat, then they can read further to find out how those results were achieved. In the example below, the overall picture is made clear with the title ( The Loot Box Uses Ad Factory and Content Marketing to Drive Sales ) and the three stats below it.
Image source
3. Choose an interesting angle
Apart from kitchen remodeling and website makeovers, it can be hard to make a case study compelling. But there is always room for creativity.
- Focus on particularly interesting customers who use your product in a unique way or who have a more extreme situation.
- Weave a theme into the story that connects your industry with theirs (this might mean puns).
- Hook the reader at the beginning with a teaser about the best result in the study.
- Incorporate the client’s unique personality into the story.
The more compelling your angle, the better the story. The better the story, the more engaging your case study will be. In Mailchimp’s case study example below, the customer name (Good Dye Young), compelling headline , and expressive image all work together to give this case study life.
4. But make it relatable to all prospects
Your angle is the “hook” that will catch your audience’s attention, but it’s essential that ALL prospects can relate to and identify with the problems encountered by your case study’s “protagonist.” This means catering to your core demographics and target markets , and solving the problems most commonly experienced by your customers.
The same Mailchimp case study example above finishes off with an “advice for other small businesses” section:
5. Make them visually appealing (and consistent)
We already know that case studies aren’t the most exciting reads, so don’t make it worse by throwing a bunch of text and numbers onto a page. A good case study is skimmable, visual, and organized.
6. Be the supporting character, not the hero
Your company should always be positioned as a helping hand that helped the real hero of the story—your client—overcome their obstacle. There are two reasons this approach is so effective. Firstly, you want your audience to visualize themselves as the protagonist of the case study. This is much more difficult if you won’t stop talking about how great your company or product is. Secondly, adopting a more humble tone can help increase your credibility in the mind of the reader.
- Allbird’s omnichannel conversions soared
- Gymshark scaled internationally
- Staples replatformed in half the time
- Bombas saved $108,000 a year
7. Let your clients tell their own story
As a storyteller, it’s your job to craft a compelling narrative about how your featured client triumphed over the forces of evil using your product or service, but that doesn’t mean your protagonist doesn’t have their own voice.
Let them tell the story in their own words and then incorporate direct quotes into your narrative. This will break up your text, increase credibility, and make your protagonist a tangible character that readers can relate to. Take an interview style format and use paraphrasing and annotations so the text isn’t repetitive. Set up the segue and create room for your client’s quote, and let them do the rest.
View the full case study example here.
8. Have realistic expectations
Yes, we want to create a useful, helpful resource for prospective customers, but let’s be real—nobody’s winning a Pulitzer for a case study, and it won’t be going viral on social media, no matter how well-written it is.
Case studies are little more than tools to be used by either self-motivated prospects researching your company, or by sales professionals as tools to help convince prospects to convert. Nothing more. They’re designed for audiences that are already strongly considering becoming your customers, which is a smaller but more qualified group of people than your general audience.
So don’t be disheartened if your case study content doesn’t attract as much traffic or engagement as your best or even average content. They’re not meant to. But that doesn’t mean you should stop creating them or start obsessing over how to improve them.
Business case study examples
Here are some business case study examples that put the tips in this guide into play.
Call us biased, but LOCALiQ’s case study format is pretty rad. What we like about it:
- High-quality visual at the top.
- Immediate snapshot of customer and results.
- Clear-cut sections with challenges, solutions, and results.
- Customer quotes layered in with paraphrasing and commentary.
Read this case study example.
You saw a sneak peek of this above! What we like about it:
- Special care given to give the client a face and a glowing description.
- Nice mix of real images with graphics ( one of our landing page design trends ).
- Newspaper headline approach (with a rhyme!): Atlassian powers sales with support at scale with Intercom
- Prominent data results
- Snapshot sidebar on the left with client information and features used.
After the “Good Dye Young” example earlier, how could we not include another Mailchimp case study? What we like about it:
- Compelling headline: How Stretch & Flex Started and Grew During a Pandemic
- How the subtitle aids in the TLDR: Surveys helped the virtual Pilates studio make quick adjustments and plan for long‑term success.
- Colorful, expressive images and clean snapshot.
- Alternating background colors to distinguish the quotes and stats—the best parts of the story, of course.
- Conclusion with advice to small businesses.
Wrike takes the case study snapshot to the next level in this example. What we like about it:
- Puts a face to the name of the client, just like Intercom does.
- Nice mix of photos and graphics together (like Intercom).
- Mega snapshot that basically gives you all of the information you need.
- Bright green result data.
Our final marketing case study example comes from Slintel, a go-to-market intelligence software. What we like about it:
- Attractive headline: Leoforce sees 2x increase in meetings booked with Slintel
- Coordination of image with branding colors.
- That it is written by their RevOps manager ( what is RevOps? ).
- Descriptive headings: The Challenge: Cleaning up bad data.
- Large results data and prominent quote callout boxes.
View full case study here
Marketing case study templates
To make things easy for you, I’ve compiled the tips and examples into a marketing case study template, in document form, that you can use to write your own.
- WordStream’s case study template doc: All the steps in this guide compiled into this case study Google Doc template to make your life much easier.
- Canva case study templates: Canva has a number of free case study templates (the one in tip #5 is one of them!) that look professional and polished.
- Visme’s case study templates: With a free login, you can access and customize some of Visme’s case study templates.
- Storydoc’s case study templates and design tips : Use Storydoc’s case study templates to create and customize a great story with a 14-day free trial.
Use these case study examples & tips to get started with your own
No two businesses are alike, and case studies vary widely in terms of style, tone, and format . One thing that all marketing case studies share, however, is their purpose – to convince prospects that doing business with you is a good idea. With these case study steps, tips, examples, and templates, you’ll be well on your way to producing stories your prospects will actually want to read.
Meet The Author
Kristen mccormick.
Kristen is the Senior Managing Editor at WordStream, where she helps businesses to make sense of their online marketing and advertising. She specializes in SEO and copywriting and finds life to be exponentially more delightful on a bicycle.
See other posts by Kristen McCormick
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The Right Way to Present Your Business Case
- Carolyn O’Hara
Get key stakeholders on board with one effective presentation.
You’ve already put a great deal of work into preparing a solid business case for your project or idea. But when it comes to the critical presentation phase, how do you earn the support of decision makers in the room? How do you present your case so that it’s clear and straightforward while also persuasive?
What the Experts Say Without a winning delivery, even the best-laid business plans are at a disadvantage. “The idea may be great, but if it’s not communicated well, it won’t get any traction,” says Nancy Duarte, the author of the HBR Guide to Persuasive Presentations and CEO of Duarte, Inc., a company specializing in presentations and corporate messaging workshops. A memorable presentation transforms “numbers on a page” into something more tangible, says Raymond Sheen, author of the HBR Guide to Building Your Business Case . “It becomes a business opportunity that we’re grasping, a problem we’re resolving, a step forward for the company.” Here’s how to create a persuasive pitch.
Craft an emotional story You may be tempted to stick to facts and figures to do the persuading for you, but great presenters know that the best way to hook an audience is through a story . This ‘story’ can be as simple as outlining the need, impact, and solution; the key is to present what’s at stake through a clear arc. But the more you can inject an emotional appeal or human connection into your narrative, the stronger and more memorable your case will be. That could mean illustrating the effects of a proposed customer management system with testimonials from actual customers, or describing how the data-sharing project you want to expand helped keep employees connected during a major outage. “With a business case, odds are that you’re trying to insert change,” says Duarte. “The first reaction to that change is typically fear,” and the only real way to get your audience to overcome their reluctance is to “appeal to the heart and not the mind.”
Lead with the need In order to grab the attention of your audience from the outset, immediately identify the business need you are trying to address. Begin by asking yourself, “What is the message that I’m trying to get across?” says Sheen. Is there a market opportunity the company is overlooking? Does the firm need a new IT system? Clearly articulate this need as soon as you begin, because no matter how well researched or innovative your solution, you won’t get support if the need isn’t apparent or convincing. “Make sure you also show how that the need aligns with corporate goals and strategies,” Sheen says. “Just because you see an opportunity doesn’t mean that the business will want to pursue it.”
Address your audience’s concerns Addressing the individuals concerns of stakeholders in the room will go a long way toward winning you allies. “If the finance person frets about keeping expenses under control, discuss expense numbers,” says Sheen. “If you have someone who is interested in growth in Asia, show how your project helps the company grow in the region.” Research past presentations and the outcomes to make sure you have your bases covered. If there are “issues that other projects have had, you should have an answer for those,” says Sheen. You might also consider giving decision makers a preview of your presentation ahead of time, and asking for their input. You can then salt their recommendations into your presentation, which will increase their investment in your success. “When you let people feel like they co-created your content, then they’ll not only support you but then they’ll feel empowered as ambassadors,” says Duarte. “They’ll feel like they’re representing their own idea.”
Find the right medium for your message Well-presented data can do wonders for persuading an audience. But overwhelming slides with needless detail or trotting out tired visuals will also quickly lose you favor. Think carefully about the message you want to convey. Does a bar graph, table, or pie chart more effectively present your position? Are you able to circulate documents ahead of time, which might affect the data you want to emphasize in the actual presentation? Or will a unique, more entertaining route be more persuasive? “You have to know the best medium for the information,” says Duarte.
Don’t forget to connect But above all, make sure you avoid “relying so much on your slides that you forget to make that human connection,” says Duarte. It might also be worthwhile to use colorful metaphors, videos, or other multimedia to make your point stand out. But sometimes simpler can be better, says Duarte. One of her clients convinced his CEO to fund a multimillion project by relying on basic graphics he drew on a whiteboard. The real power of his presentation, she says, was in the strength of his narrative.
Have an elevator pitch ready No matter how much time you’re allotted to present, you won’t know until you walk into the room whether you’ll actually have 5 minutes — or 50. It’s critical to have a short elevator pitch ready in the event your time is short. “Know which one or two slides you’re going to pull out, the ones that can tell the story,” says Sheen. By the same token, you may be asked to do a deeper dive into one facet of your case in the middle of the presentation. That’s when having some appendix slides can be helpful, so that you can expand on certain elements of your case. You don’t need to have every data point memorized, Sheen says, but if someone asks, ‘What happens if we expand into Eastern Europe?’ you need to know what the general effect might be. It’s critical to “plan for short,” says Sheen, “and be prepared to go long.”
Principles to Remember
• Tell a story — it will make your case more persuasive and memorable • Spell out the business need — it gives the audience a reason to listen • Have both a short and long version ready — you never know how much time you will have
Don’t: • Overlook stakeholders’ pet concerns — address them directly to win allies in the room • Overwhelm your audience with needless detail • Read directly from your slides — no one wants to attend a boring read-along
Case study #1: Build buy-in ahead of time Erik Mason, the marketing communications manager for an aesthetic skin laser company in the Northeast, felt the firm needed a new image. “Other companies with slicker marketing were gaining market share even though they had inferior technology,” Mason says.
Mason decided to pitch a total rebranding — a new logo, new tagline, and new copy and photography for ads and communications — to the new executive team brought in to prep the company for an IPO. The price tag? An 8-fold increase in the marketing budget. “Marketing was a bit of a nebulous concept for the executive team,” he says. “They knew they needed to do it,” but they weren’t sure why or what tangible effect a new marketing strategy might have.
To build support for his case, Mason approached executive team members individually to ask them what they thought competitors were doing right, and how that compared with their own company’s strategy. Those conversations “gave me a roadmap of sorts for how I needed to present the recommendations to them,” Mason says, “so it felt tailored to them based on their input.”
He crafted the presentation as a story of each of the company’s primary competitors, showcasing their branding and visuals side-by-side with their marketing spending and earnings. That analysis not only showed those with the most compelling brands and integrated marketing support had impressive revenues, but also the most positive performances on Wall Street, a helpful fact given the company’s IPO aspirations. “The cases showed how a marketing investment pays ahead, especially when it comes to shareholder value,” says Mason, now the head of his own marketing firm.
Not long after, the executive team approved a full funding of Mason’s initiative. And in short order, the company achieved consistent double-digit sales growth — and a successful IPO.
Case study #2: Impress with unique visuals When the 2008 financial crisis necessitated painful cuts at a Silicon Valley insurance company, chief information officer Jag Randhawa knew he needed a creative solution to boost morale and keep employees engaged. He decided to try to launch a bottom-up innovation program, which would allow IT employees to submit ideas to improve customer service, business processes, and products. But first, he needed the approval of management.
Randhawa didn’t yet have data to illustrate how the program might work, only anecdotal evidence from companies in other industries. He knew that if he wanted to persuade management, he would have to make an emotional appeal.
When it came time to present, Randhawa began by asking his audience to do a selective attention exercise, also known as the “invisible gorilla” exercise. The task involves watching a video and counting how many basketball passes are made between players wearing white jerseys. Most viewers are so focused on counting the passes that they completely overlook the man dressed as a gorilla who walks through the frame. Randhawa’s audience was no different.
Not only did the video lighten the mood, “it was also very relevant to my core message,” says Randhawa. “It demonstrated the need to have extra sets of eyes on a problem and the importance of diverse perspectives that employees can offer.” As the management team asked questions about how the program might work, it was clear that Randhawa’s hook had worked. There was already a “clear sense of collective ownership,” he says. In the end, he received an overwhelming “yes” to implement the program.
For more on how to build a business case from scratch, see the HBR Guide to Building a Business Case Ebook + Tools .
- Carolyn O’Hara is a writer and editor based in New York City. She’s worked at The Week, PBS NewsHour, and Foreign Policy. carolynohara1
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Case Study Presentation Template
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This case study template features the following sections
- 6 fully-customizable slides
- 70+ AI video narrators
- Voiceovers in 70+ languages
- Placeholders for data visualization, images, examples, and on-screen text
- Slide for introduction, problem statement, process, examples, solutions, and conclusion
How to use this case study template
Use this case study presentation template to create a video in just minutes by simply typing in text.
Step 1: Open the template in Synthesia STUDIO
Click the ‘Use in Synthesia STUDIO’ button to open the case study template in the video editor.
Step 2: Add text
Paste your text into the script box slide by slide, and choose a language and voice. Your text will be transformed into a text-to-speech voiceover in seconds.
Step 3: Customize video
Adjust the template to your needs - change the avatar, data, on-screen text animations, logos, colors, and more.
Step 4: Generate video
Click on ‘Generate video’ and your engaging and effective case study video is done!
Create a professional presentation in minutes
With Synthesia, you can create a compelling case study presentation in 5 minutes by simply typing in text. With the help of one of our popular templates, you can outline and highlight all the important information in a visually stunning way. No more basic PowerPoint case study templates.
Like PowerPoint templates, but better
Long gone are the days of presenting case studies with a plain PowerPoint template. Transform your case study presentations into an engaging video format with AI presenters in just a few minutes.
Browse our collection of case study templates, customize your chosen case study template as you please, and create professional-looking business slides in just a few clicks.
Frequently Asked Questions
Can a case study be a powerpoint.
Absolutely! In fact, using a case study PowerPoint presentation has long been the industry standard, as it's one of the most effective methods of presenting your case study project concisely and engagingly.
How do you write a case study presentation?
To write a case study presentation, think of it as a story. The key idea with a case study presentation is to organize an overview of the problem, findings, and solutions to the problem in a succinct way, yet keep it engaging for your audience.
Here are 4 steps to help with writing an effective case study presentation:
1. Describe the problem
All case studies start with a problem statement. This is where you explain the main focus of the client and the problem they're trying to find a solution for. Don't go into too many details to avoid boring your audience.
2. Present the process and solution
Now that you have given context to the case study, it's time to present the process and solutions.
Illustrate the process briefly, but don't spend too much time on that, as the process is not the most important part of a case study.
Outline all relevant solutions in a few sentences, and make sure to mention any alternate solutions too. Include the objectives and goals that the client wanted to achieve, and how the solutions fit into that.
3. Show examples with data
Nothing proves your point better than examples and data. Make sure to include an example, a client testimonial, and any relevant data in your case study to demonstrate the effectiveness and value of your solutions. The more evidence you provide, the more compelling your case study appears to your clients.
4. Outline the results
Use the last part of the case study PowerPoint to show the success of your project. Show the key outcomes and how those outcomes impacted your client.
How do you end a case study presentation?
In a business context, the last part of case studies should demonstrate how successful your solution to the problem was.
Summarize the key results and takeaways in a few memorable sentences, and, if applicable, quickly show how those results could be applied to other clients.
What is the purpose of a case study presentation?
A case study presentation is typically used to share in-depth information about a particular company, individual, or project.
The purpose of such a presentation is to provide audience members with a detailed understanding of the case in question.
In many cases, case study presentations are also used to generate discussion and debate about the best way to handle a particular situation. As such, they can be an invaluable tool for business students and professionals who are looking to gain insights into real-world problems.
How long should a case study presentation be?
When it comes to giving presentations, there is no one-size-fits-all answer. The length of your presentation should be based on the nature of your case study and the amount of information you need to share.
If you are presenting a complex case study with multiple layers of data, you will need more time to present all the information than if you are sharing a simpler case study.
In general, though, most case study presentations should be between 15 and 20 minutes in length. This gives you enough time to introduce your topic, share the key points of your case study, and leave time for questions from the audience.
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When you’re performing research as part of your job or for a school assignment, you’ll probably come across case studies that help you to learn more about the topic at hand. But what is a case study and why are they helpful? Read on to lear...
Case studies are important because they help make something being discussed more realistic for both teachers and learners. Case studies help students to see that what they have learned is not purely theoretical but instead can serve to crea...
Examples of a case study could be anything from researching why a single subject has nightmares when they sleep in their new apartment, to why a group of people feel uncomfortable in heavily populated areas. A case study is an in-depth anal...
First, grab the audience's attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by
Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of
Features Of Effective Case Study Presentations · Brief and highlight the essentials · Clear and concise · Describe your vision clearly · Demonstrate
Helpful hints for creating effective case studies that convert · Include engaging images. Add visual interest to your presentation by including charts, graphs
1. Think of any great movie plot. · 2. It's not about you. · 3. Know their challenges. · 4. Have an arsenal of case studies. · 5. Get them engaged.
Any presentation shouldn't need more than two case studies—but they create a powerful flow to lead the prospect through that presentation.
Be sure to register for my free training on, "Why Prospects Push Back on Price, Give 'Think-It-Overs,' and Ghost in Sales Until They Meet a
Share how the client used your product/service, what the results were, and the benefits. Include direct quotes and clear evidence (statistical
Case Study · 1. Illustrate the process (literally) · 2. Tell a story · 3. A picture (or a GIF) is worth a thousand words · Create your own slide
What the Experts Say · Craft an emotional story · Lead with the need · Address your audience's concerns · Find the right medium for your message
Step 1: Open the template in Synthesia STUDIO. Click the 'Use in Synthesia STUDIO' button to open the case study template in the video editor. · Step 2: Add text.