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Case Study

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Background Information

Which of your buyer personas will this case study target?


Limit your answer to one or two personas. If you have a more clearly-defined audience, your message is more likely to resonate with the right people.

Does this case study relate to a specific product, service, or vertical? If so, which?

What should this case study demonstrate to your readers about your organization?


An ability to be adaptive? The depth and breadth of your experience? Industry-specific expertise? Your ability to deliver a service?

Section 1: About the Client

What is the full name of the client brand?

What industry are they in, and what is their position within the industry?

Example: Leading health care solutions provider in the Mid-Atlantic region.

What are important details about this client that should be shared?

Do they have multiple locations? How large are they? Etc.

Do you have any client testimonials that can be included in this case study?

If possible, please acquire permission to feature both the name and the job title of your client contact, in addition to their quote. If you can secure a headshot of them, even better.

Have you received explicit permission from this client to use their name and logo for this case study?

Section 2: Their Challenge

What issue, challenge, or pain point did the client want you to address?

Why did they have this problem?

Was this a new problem or a pre-existing one? Was it a result of market forces or changes within the industry? Or was it an unforeseen consequence of another action?

What were your client’s expected outcomes from working with a vendor to solve their stated problem?

This answer is critical, as you will circle back to it in section four.

Why did they engage your organization to help?

Were you selected for your expertise? Were they referred to you? Were you selected from several different options? If so, what were the differentiators that made them choose you? If the answer here is not terribly remarkable or relevant to your target persona, you may opt to exclude this detail.

Section 3: Your Solution

How did you approach the challenge?

Did you base your response on experience, or was it a brand new challenge that required you to think outside of the box? What research did you conduct? Who on your team was involved?

How was your client involved in this stage?

Did you collaborate with your client on a strategy? Did you collect feedback to inform what your ultimate solution would look like? Were there pilot or testing phases?

What was the solution?

What did the solution look like? What products or platforms were developed/deployed or used? Why did you make those choices? (Remember, only include details here that your target persona would care about.)

What was the timeline?

How long did it take to plan/design/develop your solution? How long did take to implement?

Section 4: Results

Did your solution solve the client’s stated problem or accomplish their objective(s)?

(See section one.)

What benefits did your client see because of your work immediately?

Increased employee productivity? A better system, platform or software solution? These can be soft results.

What benefits should your client see because of your work over time?

Increased sales? Reduced turnover? Improved collaboration?

Are there specific KPIs, measurements, statistics or ROI data you can share that clearly demonstrates the value of the solution/service/strategy you provided?

Please include what each statistic is, as well as over what period it was measured and its relevance to the client’s objective. For example, a 250 percent increase in website traffic over a three-month period.

Which one of those data points would you consider to be the most important? Why?

Finally, would your client agree that you solved their problem or helped them achieve their intended goal?