BONUS: Read the case study how-to guide.
Case Study Template
Good case studies tell a compelling story to potential clients of how your company rose to the occasion. The Case Study Template will help you showcase your company’s credibility in solving a particularly challenging client problem and prove to potential clients that you have what it takes to perform well. Specifically, case studies can help you:
- Highlight your expertise in delivering measurable results based on KPIs.
- Position your brand as an authority in your industry to attract potential customers.
- Provide visual proof of your skills, experience and expertise as a company.
- Showcase your perseverance in handling difficult or projects or campaigns.
Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 63,246 changemakers.
Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 63,246 changemakers.
Good case studies tell a compelling story to potential clients of how your company rose to the occasion. The Case Study Template will help you showcase your company’s credibility in solving a particularly challenging client problem and prove to potential clients that you have what it takes to perform well. Specifically, case studies can help you:
- Highlight your expertise in delivering measurable results based on KPIs.
- Position your brand as an authority in your industry to attract potential customers.
- Provide visual proof of your skills, experience and expertise as a company.
- Showcase your perseverance in handling difficult or projects or campaigns.
BONUS: Read the case study how-to guide.
Paperless documents
Case study examples you can customize
How to create an effective Case Study with Xtensio
- Click and start editing, no account or credit card required.
Follow along with the instructional copy. Add charts, graphs, images, and videos to customize your case study. Drag & drop. Resize. It’s the easiest editor ever.
- Customize everything to match your brand.
Define your style guide; Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your case studies.
- Work on the key details of your case study together on the cloud.
Add colleagues (or clients) to collaborate on the case study template. Changes automatically save and sync across all devices, in real-time.
- Share a link. Present a slideshow. Embed. Download a PDF/PNG.
Your case study seamlessly adapts to your workflow. No more jumping from tool-to-tool to create different types of deliverables.
- Reuse and repurpose.
Save your own custom case study templates. Or copy and merge into other documents.
What is a case study?
An effective case study is a great way to show potential clients, customers, and stakeholders how valuable your product or service is by explaining how your business solved a particularly challenging client problem.
Marketing case studies examine a single client situation in-depth and provide a detailed analysis of how your organization resolved the challenge.
The best case studies not only tell a story about your company but also contain some hard measurable metrics. This allows you to highlight your successes in a way that will make an ideal potential customer become your customer. Essentially, a case study is an effective way to learn about your business and a great marketing tool.
When looking for potential projects to use for a case study, look for ones that:
- Involved a particular challenge that required a unique set of skills that your company possesses
- Received special awards, press coverage or accolades
- Involved a high profile project
- Involved a well-known (preferably Fortune 500) brand or company
The most important element of your case study is that it must show a real-life example to relate to your target client. While a good case study showcases your company, a great case study makes the reader want to start a conversation with you.
What information should be included in a case study?
The first thing to consider is who will be reading your case studies. Messages and their delivery resonate differently, depending on who is on the receiving end. For example, a thirty-something software entrepreneur will measure success differently than a fifty-something CEO of a large corporation. Understanding your target audience will help you tell your case study in a way that will effectively speak to them.
When gathering information for your case study, interview happy customers and ask questions to your potential case study subject that align with the story you are trying to tell. No case study will be the same, and your questions will vary from client to client.
Before you contact the customer, consider interview questions so you have an idea of what you need to produce a compelling case study demonstrating your potential to succeed.
At the end of the information-gathering process, you should have a solid understanding of the following to outline how your product was the best solution for the customers’ particular challenge:
- The client’s initial challenge
- Why did the client choose your company
- Your company’s approach to the problem
- The solution and implementation process
- The results and final measures of success
Some questions to ask your client during the initial interview:
- Can you give a brief description of your company?
- How did you first hear about our product or service?
- What challenges or pain points prompted using our product?
- What were you looking for in a solution to your problem?
- Did you have any roadblocks while using our product?
Don’t forget to talk to your colleagues and get their perspectives on the project when writing your case study. You may also want to include some quotes from internal stakeholders or project leads to make an even more compelling case study.
How do you write a case study?
When writing a case study, make sure you know who you’re talking to. Your audience, i.e. who would be interested in your product or service, should be your main focus when you create a case study. Once you’ve compiled your facts, format the story so that it will appeal to potential customers.
The format and content of case study templates vary, but in general, your business case study should look like a strong landing page: brief, pictorial, and engaging.
Xtensio’s case study template includes instructional copy to show you everything you need to know to create a real-life example of your company’s strengths. The template is organized into sections and modules designed to make your case study flow like a well-planned story and we’ve broken the template into three main sections: the snapshot, the body and the footer.
The Snapshot
This section is designed to give a quick overview of your story and prompt readers to want to learn more. Consider it an executive summary, a book cover, or a brief description in an online store. It should have enough information to grab a potential customer’s attention, but not so much that they will stop reading. Include client details, the project name, and a brief description of the problem, as well as quantitative metrics that demonstrate your accomplishment.
You can also include the date the case study was originally published here to help potential customers identify if your product or service is a good fit for them right now.
The Body
This section is the meat of your case study and will focus on customer results. Like any good story, it will have a beginning, a middle and an end. Classic western storytelling uses a pretty standard formula that includes a problem, the approach taken to solve it, the solution and the end results. The body of Xtensio’s case study template is divided into four key areas that align to these story elements: the Challenge, the Approach, the Solution and the Results. Here, make sure you explain using your product for a certain use case and describe how your service helped the client.
The Footer
To close your case study, end with a short paragraph about who your company is, as well as your contact information. This is handy if your business case study becomes separated from your company’s website information somehow.
If you plan on sharing the case study online, make sure to add the links to your website and social media handles, using our social media module. If you are planning to print, then don’t forget to spell out the name of your website and/or add a contact phone number and email address.
Invite feedback and participation by your colleagues and the client by inviting them to collaborate on the case study template in real-time. Once you are satisfied with your case study, you can add it to your website, share it on your social channels, use it in presentations, or send out emails to potential clients. You can also download a pdf version that can be printed and shared.
More templates related to case study:
See how Xtensio can help your business
Product Management
Build and launch products and services successfully.
Sales
Engage buyers more and close sales faster.
Used by the world’s top businesses.
63,246 users and counting.
Jerome Katz
Professor of Entrepreneurship @
Jake Peters
CEO @
Robin Bramman
Founder and Chief Brand Mixologist @
Olakunle Oladehin
Executive Director @
Aaron Friedland
Executive Director @
Anna Yunker
Content Strategist @
Robin Eyre
Owner @
Adam Sher
CEO @
Stephen Paterson
Chief Product Officer @
Frequently asked questions
Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.
A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.
Start from an instructional template, editable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.
Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.
You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.
Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Here’s more on the range of sharing options on Xtensio, from completely private to public.
Yes. You can try out Xtensio’s editor and any template without creating an account. To save your work, collaborate with your team and access other premium features, you can upgrade and create an account. Plans start at $8 per month.
By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.
You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.
The case study template allows you to tell the story of how your company brings clients effective results. Highlight measurable metrics that can easily demonstrate success, like sales and cost savings. An effective case study will capture interest, establish your brand as thought leaders and focus your future decision-making.
Yes! We have a couple of case study examples above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration. Just click on one of the examples or save it as a folio and start editing.
Living documents such as Xtensio’s case study template allow you to instantly sync your entire team throughout the process of writing a case study and reviewing it with your team and client. The document can easily be updated. The best way to share a strong case study is simply sending the live link.
You can also add collaborators to work in real-time. And the customizable link keeps both internal and external colleagues up-to-date as your case studies evolve.
Yes! You can invite as many people as you’d like to collaborate on your case studies, ensuring your whole team is aligned in real-time. Here’s more on real-time collaboration.
When you’re ready to share your case study, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). Learn more about the different ways to share your folios in this tutorial video.
We do! There are a number of different templates, examples and resources to guide you through the process of promoting and growing your business.Check out our Marketing toolbox and our Business Development toolbox to find more tools and resources.
