Learn how to Write a Case Research: Bookmarkable Information & Template

Incomes the belief of potential prospects could be a battle. Earlier than you possibly can even start to anticipate to earn their enterprise, you might want to exhibit your capability to ship on what your services or products guarantees.

Certain, you might say that you simply’re nice at X or that you simply’re method forward of the competitors in relation to Y. However on the finish of the day, what you really want to win new enterprise is chilly, arduous proof.

Probably the greatest methods to show your price is thru a compelling case examine. In truth, HubSpot’s 2020 State of Advertising and marketing report discovered that case research are so compelling that they’re the fifth mostly used sort of content material utilized by entrepreneurs.

Under, I am going to stroll you thru what a case examine is, methods to put together for writing one, what you might want to embrace in it, and the way it may be an efficient tactic. To leap to totally different areas of this submit, click on on the hyperlinks beneath to mechanically scroll.

A case examine is a particular problem a enterprise has confronted, and the answer they’ve chosen to unravel it. Case research can range significantly in size and give attention to a number of particulars associated to the preliminary problem and utilized answer, and will be introduced in numerous varieties like a video, white paper, weblog submit, and many others.

In skilled settings, it is common for a case examine to inform the story of a profitable enterprise partnership between a vendor and a shopper. Maybe the success you are highlighting is within the variety of leads your shopper generated, prospects closed, or income gained. Any considered one of these key efficiency indicators (KPIs) are examples of your organization’s providers in motion.

When performed accurately, these examples of your work can chronicle the constructive affect your small business has on current or earlier prospects and assist you appeal to new shoppers.

That can assist you arm your prospects with data they’ll belief, we have put collectively a step-by-step information on methods to create efficient case research for your small business with free case examine templates for creating your personal.

And to provide you extra choices, we’ll spotlight some helpful templates that serve totally different wants. However bear in mind, there are countless potentialities in relation to demonstrating the work your small business has performed.

1. Basic Case Research Template

Beginning off with an easy, generic template could be a nice basis on your case examine. With this primary template, your small business can elaborate on any answer offered to a happy buyer — from their background, to what led to them doing enterprise with you, to the outcomes they’ve seen.

Together with the simplistic design of this template, every part is clearly distinct and descriptions the kind of data or route to take to inform you and your buyer’s story higher. And for additional advantage, if you obtain this template you’ll discover bracket prompts for ideation and directions to observe as you fill it in.

2. Knowledge-Pushed Case Research Template

For these trying to exhibit goal and numeric options, HubSpot’s Knowledge-Pushed template is a good template to work with. It’s structured to focus on probably the most notable achievement metrics {that a} particular buyer has seen together with your product and/or service.

As you’re employed by means of this template, you’ll discover related bracketed prompts and sections because the generic template — however with extra eye-catching visible cues on your buyer’s success factors to be correctly showcased.

3. Product Particular Case Research Template

Do you’ve a particular services or products that you simply’re making an attempt to promote, however not sufficient critiques or success tales? This Product Particular case examine template will assist.

This template depends much less on metrics, and extra on highlighting the client’s expertise and satisfaction. As you observe the template directions, you’ll be prompted to talk extra about the advantages of the particular product, moderately than your staff’s course of for working with the client.

4. Daring Social Media Enterprise Case Research Template

Yow will discover templates that signify totally different niches, industries, or methods that your small business has discovered success in — like a daring social media enterprise case examine template.

On this template, you possibly can inform the story of how your social media advertising and marketing technique has helped you or your shopper by means of collaboration or sale of your service. Customise it to mirror the totally different advertising and marketing channels utilized in your small business and exhibit how effectively your small business has been capable of increase visitors, engagement, follows, and extra.

5. Lead Technology Enterprise Case Research Template

It’s vital to notice that not each case examine needs to be the product of a sale or buyer story, typically they are often informative classes that your personal enterprise has skilled. An ideal instance of that is the Lead Technology Enterprise case examine template.

For those who’re trying to share operational successes relating to how your staff has improved processes or content material, it’s best to embrace the tales of various staff members concerned, how the answer was discovered, and the way it has made a distinction within the work your small business does.

Now that we’ve mentioned totally different templates and concepts for methods to use them, let’s break down methods to create your personal case examine with one.

For those who’re simply getting began with case research, we suggest you obtain HubSpot’s Case Research Templates we talked about earlier than to kickstart the method.

2. Decide the case examine’s goal.

All enterprise case research are designed to exhibit the worth of your providers, however they’ll give attention to a number of totally different shopper aims.

Your first step when writing a case examine is to find out the target or objective of the topic you are that includes. In different phrases, what is going to the shopper have succeeded in doing by the tip of the piece?

The shopper goal you give attention to will rely upon what you need to show to your future prospects because of publishing this case examine.

Your case examine can give attention to one of many following shopper aims:

• Complying with authorities regulation
• Reducing enterprise prices
• Turning into worthwhile
• Producing extra leads
• Closing on extra prospects
• Producing extra income
• Increasing into a brand new market
• Turning into extra sustainable or energy-efficient

3. Set up a case examine medium.

Subsequent, you will decide the medium by which you will create the case examine. In different phrases, how will you inform this story?

Case research do not should be easy, written one-pagers. Utilizing totally different media in your case examine can mean you can promote your ultimate piece on totally different channels. For instance, whereas a written case examine may simply stay in your web site and get featured in a Fb submit, you possibly can submit an infographic case examine on Pinterest and a video case examine in your YouTube channel.

Listed below are some totally different case examine mediums to think about:

Written Case Research

Take into account penning this case examine within the type of an e-book and changing it to a downloadable PDF. Then, gate the PDF behind a touchdown web page and kind for readers to fill out earlier than downloading the piece, permitting this case examine to generate leads for your small business.

Video Case Research

Plan on assembly with the shopper and capturing an interview. Seeing the topic, in particular person, discuss in regards to the service you offered them can go a great distance within the eyes of your potential prospects.

Infographic Case Research

Use the lengthy, vertical format of an infographic to inform your success story from prime to backside. As you progress down the infographic, emphasize main KPIs utilizing greater textual content and charts that present the successes your shopper has had since working with you.

Podcast Case Research

Podcasts are a platform so that you can have a candid dialog together with your shopper. Such a case examine can sound extra actual and human to your viewers — they’re going to know the partnership between you and your shopper was a real success.

4. Discover the correct case examine candidate.

Writing about your earlier tasks requires greater than choosing a shopper and telling a narrative. You want permission, quotes, and a plan. To begin, right here are some things to search for in potential candidates.

Product Data

It helps to pick a buyer who’s well-versed within the logistics of your services or products. That method, she or he can higher communicate to the worth of what you provide in a method that is sensible for future prospects.

Outstanding Outcomes

Purchasers which have seen the very best outcomes are going to make the strongest case research. If their very own companies have seen an exemplary ROI out of your services or products, they’re extra more likely to convey the passion that you really want prospects to really feel, too.

One a part of this step is to decide on shoppers who’ve skilled sudden success out of your services or products. If you’ve offered non-traditional prospects — in industries that you do not often work with, for instance — with constructive outcomes, it might probably assist to take away doubts from prospects.

Recognizable Names

Whereas small corporations can have highly effective tales, greater or extra notable manufacturers are inclined to lend credibility to your personal. In truth, 89% of customers say they’re going to purchase from a model they already acknowledge over a competitor, particularly in the event that they already observe them on social media.

Switchers

Prospects that got here to you after working with a competitor assist spotlight your aggressive benefit and may even sway selections in your favor.

5. Contact your candidate for permission to jot down about them.

To get the case examine candidate concerned, it’s important to set the stage for clear and open communication. Meaning outlining expectations and a timeline instantly — not having these is without doubt one of the largest culprits in delayed case examine creation.

Most significantly at this level, nevertheless, is getting your topic’s approval. When first reaching out to your case examine candidate, present them with the case examine’s goal and format — each of which you’ll have give you within the first two steps above.

To get this preliminary permission out of your topic, put your self of their footwear — what would they need out of this case examine? Though you are penning this on your personal firm’s profit, your topic is much extra within the profit it has for them.

Advantages to Provide Your Case Research Candidate

Listed below are 4 potential advantages you possibly can promise your case examine candidate to realize their approval.

Model Publicity

Clarify to your topic to whom this case examine will probably be uncovered, and the way this publicity may help enhance their model consciousness each in and past their very own trade. Within the B2B sector, model consciousness will be arduous to gather outdoors one’s personal market, making case research significantly helpful to a shopper trying to increase their title’s attain.

Worker Publicity

Permit your topic to offer quotes with credit again to particular staff. When that is an choice for them, their model is not the one factor increasing its attain — their staff can get their title on the market, too. This presents your topic with networking and profession growth alternatives they may not have in any other case.

Product Low cost

It is a extra tangible incentive you possibly can provide your case examine candidate, particularly if they are a present buyer of yours. If they comply with be your topic, provide them a product low cost — or a free trial of one other product — as a thank-you for his or her assist creating your case examine.

Backlinks and Web site Site visitors

Here is a profit that’s positive to resonate together with your topic’s advertising and marketing staff: For those who publish your case examine in your web site, and your examine hyperlinks again to your topic’s web site — referred to as a “backlink” — this small gesture can provide them web site visitors from guests who click on by means of to your topic’s web site.

Moreover, a backlink from you will increase your topic’s web page authority within the eyes of Google. This helps them rank extra extremely in search engine outcomes and accumulate visitors from readers who’re already searching for details about their trade.

6. Guarantee you’ve all of the sources you might want to proceed when you get a response.

So you understand what you’re going to supply your candidate, it’s time that you simply put together the sources wanted for if and when they comply with take part, like a case examine launch kind and success story letter.

Let’s break these two down.

Case Research Launch Kind

This doc can range, relying on components like the dimensions of your small business, the character of your work, and what you plan to do with the case research as soon as they’re accomplished. That stated, it’s best to usually goal to incorporate the next within the Case Research Launch Kind:

• A transparent clarification of why you’re creating this case examine and the way will probably be used.
• An announcement defining the data and probably trademarked data you anticipate to incorporate in regards to the firm — issues like names, logos, job titles, and footage.
• A proof of what you anticipate from the participant, past the completion of the case examine. For instance, is that this buyer keen to behave as a reference or share suggestions, and do you’ve permission to cross contact data alongside for these functions?
• A be aware about compensation.

Success Story Letter

As famous within the pattern e-mail, this doc serves as an overview for your complete case examine course of. Aside from a quick clarification of how the client will profit from case examine participation, you will need to you should definitely outline the next steps within the Success Story Letter.

7. Obtain a case examine e-mail template.

Whilst you gathered your sources, your candidate has gotten time to learn over the proposal. When your candidate approves of your case examine, it is time to ship them a launch kind.

A case examine launch kind tells you what you will want out of your chosen topic, like permission to make use of any model names and share the venture data publicly. Kick-off this course of with an e-mail that runs by means of precisely what they’ll anticipate from you, in addition to what you want from them. To provide you an concept of what that may appear to be, try this pattern e-mail:

8. Outline the method you need to observe with the shopper.

Earlier than you possibly can start the case examine, it’s important to have a transparent define of the case examine course of together with your shopper. An instance of an efficient define would come with the next data.

The Acceptance

First, you will have to obtain inner approval from the corporate’s advertising and marketing staff. As soon as authorised, the Launch Kind must be signed and returned to you. It is also a great time to find out a timeline that meets the wants and capabilities of each groups.

The Questionnaire

To make sure that you’ve a productive interview — which is without doubt one of the greatest methods to gather data for the case examine — you will need to ask the participant to finish a questionnaire earlier than this dialog. That can present your staff with the required basis to arrange the interview, and get probably the most out of it.

The Interview

As soon as the questionnaire is accomplished, somebody in your staff ought to attain out to the participant to schedule a 30- to 60-minute interview, which ought to embrace a sequence of customized questions associated to the client’s expertise together with your services or products.

The Draft Overview

After the case examine consists, you will need to ship a draft to the client, permitting a chance to provide you suggestions and edits.

The Closing Approval

As soon as any mandatory edits are accomplished, ship a revised copy of the case examine to the client for ultimate approval.

As soon as the case examine goes stay — in your web site or elsewhere — it is best to contact the client with a hyperlink to the web page the place the case examine lives. Do not be afraid to ask your members to share these hyperlinks with their very own networks, because it not solely demonstrates your capability to ship constructive outcomes and spectacular development, as effectively.

9. Make sure you’re asking the correct questions.

Earlier than you execute the questionnaire and precise interview, be sure to’re setting your self up for achievement. A powerful case examine outcomes from being ready to ask the correct questions. What do these appear to be? Listed below are a number of examples to get you began:

• What are your objectives?
• What challenges had been you experiencing earlier than buying our services or products?
• What made our services or products stand out in opposition to our opponents?
• What did your decision-making course of appear to be?
• How have you ever benefited from utilizing our services or products? (The place relevant, all the time ask for knowledge.)

Remember the fact that the questionnaire is designed that can assist you acquire insights into what kind of sturdy, success-focused inquiries to ask in the course of the precise interview. And when you get to that stage, we suggest that you simply observe the “Golden Rule of Interviewing.” Sounds fancy, proper? It is truly fairly easy — ask open-ended questions.

For those who’re trying to craft a compelling story, “sure” or “no” solutions will not present the small print you want. Give attention to questions that invite elaboration, corresponding to, “Are you able to describe …?” or, “Inform me about …”

When it comes to the interview construction, we suggest categorizing the questions and flowing them into six particular sections that can mirror a profitable case examine format. Mixed, they’re going to mean you can collect sufficient data to place collectively a wealthy, complete examine.

Open with the client’s enterprise.

The objective of this part is to generate a greater understanding of the corporate’s present challenges and objectives, and the way they match into the panorama of their trade. Pattern questions may embrace:

• How lengthy have you ever been in enterprise?
• What number of staff do you’ve?
• What are a number of the aims of your division presently?

Cite an issue or ache level.

To inform a compelling story, you want context. That helps match the client’s want together with your answer. Pattern questions may embrace:

• What challenges and aims led you to search for an answer?
• What might need occurred should you didn’t determine an answer?
• Did you discover different options earlier than this that didn’t work out? In that case, what occurred?

Focus on the choice course of.

Exploring how the client determined to work with you helps to information potential prospects by means of their very own decision-making processes. Pattern questions may embrace:

• How did you hear about our services or products?
• Who was concerned within the choice course of?
• What was most vital to you when evaluating your choices?

Clarify how an answer was applied.

The main target right here must be positioned on the client’s expertise in the course of the onboarding course of. Pattern questions may embrace:

• How lengthy did it take to stand up and working?
• Did that meet your expectations?
• Who was concerned within the course of?

Clarify how the answer works.

The objective of this part is to raised perceive how the client is utilizing your services or products. Pattern questions may embrace:

• Is there a selected side of the services or products that you simply depend on most?
• Who’s utilizing the services or products?

Finish with the outcomes.

On this part, you need to uncover spectacular measurable outcomes — the extra numbers, the higher. Pattern questions may embrace:

• How is the services or products serving to you save time and enhance productiveness?
• In what methods does that improve your aggressive benefit?
• How a lot have you ever elevated metrics X, Y, and Z?

10. Lay out your case examine format.

When it comes time to take the entire data you’ve got collected and really flip it into one thing, it is simple to really feel overwhelmed. The place do you have to begin? What do you have to embrace? What’s one of the simplest ways to construction it?

That can assist you get a deal with on this step, it is vital to first perceive that there isn’t any one-size-fits-all in relation to the methods you possibly can current a case examine. They are often very visible, which you will see in a number of the examples we have included beneath, and may typically be communicated largely by means of video or images, with a little bit of accompanying textual content.

Listed below are the sections we propose, which we’ll cowl in additional element down beneath:

• Title: Hold it brief. Develop a succinct however fascinating venture title you can provide the work you probably did together with your topic.
• Subtitle: Use this copy to briefly elaborate on the accomplishment. What was performed? The case examine itself will clarify how you bought there.
• Govt Abstract: A 2-4 sentence abstract of your complete story. You will need to observe it with 2-3 bullet factors that show metrics showcasing success.
• Concerning the Topic: An introduction to the particular person or firm you served, which will be pulled from a LinkedIn Enterprise profile or shopper web site.
• Challenges and Targets: A 2-3 paragraph description of the client’s challenges, earlier than utilizing your services or products. This part also needs to embrace the objectives or aims the client got down to obtain.
• How Product/Service Helped: A 2-3 paragraph part that describes how your services or products offered an answer to their downside.
• Outcomes: A 2-3 paragraph testimonial that proves how your services or products particularly benefited the particular person or firm and helped obtain its objectives. Embrace numbers to quantify your contributions.
• Supporting Visuals or Quotes: Decide one or two highly effective quotes that you’d characteristic on the backside of the sections above, in addition to a visible that helps the story you’re telling.
• Future Plans: Everybody likes an epilogue. Touch upon what’s forward on your case examine topic, whether or not or not these plans contain you.
• Name to Motion (CTA): Not each case examine wants a CTA, however placing a passive one on the finish of your case examine can encourage your readers to take an motion in your web site after studying in regards to the work you’ve got performed.

When laying out your case examine, give attention to conveying the data you’ve got gathered in probably the most clear and concise method doable. Make it simple to scan and comprehend, and you should definitely present a beautiful call-to-action on the backside — that ought to present readers a chance to be taught extra about your services or products.

11. Publish and promote your case examine.

As soon as you’ve got accomplished your case examine, it is time to publish and market it. Some case examine codecs have fairly apparent promotional retailers — a video case examine can go on YouTube, simply as an infographic case examine can go on Pinterest.

However there are nonetheless different methods to publish and promote your case examine. Listed below are a few concepts:

Lead Gen in a Weblog Publish

As acknowledged earlier on this article, written case research make terrific lead-generators should you convert them right into a downloadable format, like a PDF. To generate leads out of your case examine, contemplate writing a weblog submit that tells an abbreviated story of your shopper’s success and asking readers to fill out a kind with their title and e-mail deal with in the event that they’d prefer to learn the remainder in your PDF.

Then, promote this weblog submit on social media, by means of a Fb submit or a tweet.

Revealed as a Web page on Your Web site

As a rising enterprise, you may have to show your case examine out within the open to realize the belief of your audience.

Picture Supply

The title is without doubt one of the most vital components of your case examine. It ought to draw readers in whereas succinctly describing the potential advantages of working together with your firm. To that finish, your title ought to:

• State the title of your customer. Straight away, the reader should be taught which firm used your services and products. That is particularly vital in case your buyer has a recognizable model. For those who work with people and never corporations, you might omit the title and go along with skilled titles: “A Marketer…”, “A CFO…”, and so forth.
• State which product your buyer used. Even should you solely provide one services or products, or if your organization title is identical as your product title, it’s best to nonetheless embrace the title of your answer. That method, readers who usually are not accustomed to your small business can turn out to be conscious of what you promote.
• Allude to the outcomes achieved. You don’t essentially want to offer arduous numbers, however the title must signify the advantages, shortly. That method, if a reader doesn’t keep to learn, they’ll stroll away with probably the most important data: Your product works.

The instance above, “Crunch Health Will increase Leads and Signups With HubSpot,” achieves all three — with out being wordy. Conserving your title brief and candy can also be important.

2. Subtitle

Picture Supply

Your subtitle is one other important a part of your case examine — don’t skip it, even should you assume you’ve performed the work with the title. On this part, embrace a quick abstract of the challenges your buyer was dealing with earlier than they started to make use of your services and products. Then, drive the purpose house by reiterating the advantages your buyer skilled by working with you.

The above instance reads:

“Crunch Health was franchising quickly when COVID-19 pressured health golf equipment around the globe to shut their doorways. However the firm stayed agile by utilizing HubSpot to extend leads and free trial signups.”

We like that the case examine staff expressed the urgency of the issue — opening extra places within the midst of a pandemic — and positioned the give attention to the client’s capability to remain agile.

3. Govt Abstract

Picture Supply

The chief abstract ought to present a snapshot of your buyer, their challenges, and the advantages they loved from working with you. Assume it’s an excessive amount of? Assume once more — the aim of the case examine is to emphasise, repeatedly, how effectively your product works.

The excellent news is that relying in your design, the manager abstract will be combined with the subtitle or with the “Concerning the Firm” part. Many occasions, this part doesn’t want an specific “Govt Abstract” subheading. You do want, nevertheless, to offer a handy snapshot for readers to scan.

Within the above instance, ADP included details about its buyer in a scannable bullet-point format, then offered two sections: “Enterprise Problem” and “How ADP Helped.” We love how easy and simple the format is to observe for individuals who are unfamiliar with ADP or its typical buyer.

4. Concerning the Firm

Picture Supply

Readers have to know and perceive who your buyer is. That is vital for a number of causes: It helps your reader probably relate to your buyer, it defines your best shopper profile (which is crucial to discourage poor-fit prospects who might need reached out with out figuring out they had been a poor match), and it offers your buyer an oblique boon by subtly selling their services and products.

Be happy to maintain this part so simple as doable. You’ll be able to merely copy and paste data from the corporate’s LinkedIn, use a quote immediately out of your buyer, or take a extra inventive storytelling method.

Within the above instance, HubSpot included one paragraph of description for Crunch Health and some bullet factors. Under, ADP tells the story of its buyer utilizing an enticing, personable method that successfully attracts readers in.

Picture Supply

5. Challenges and Targets

Picture Supply

The challenges and aims part of your case examine is the place to put out, intimately, the difficulties your buyer confronted previous to working with you — and what they hoped to attain once they enlisted your assist.

On this part, you will be as temporary or as descriptive as you’d like, however bear in mind: Stress the urgency of the state of affairs. Don’t understate how a lot your buyer wanted your answer (however don’t exaggerate and lie, both). Present contextual data as mandatory. For example, the pandemic and societal components might have contributed to the urgency of the necessity.

Take the above instance from design consultancy IDEO:

“Academic alternatives for adults have turn out to be tough to entry in the US, simply once they’re wanted most. To counter this pattern, IDEO helped the town of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects folks with alternatives to be taught with and from one another.”

We love how IDEO mentions the difficulties the US faces at massive, the efforts its buyer is taking to deal with these points, and the steps IDEO took to assist.

6. How Product/Service Helped

Picture Supply

That is the place you get your services or products to shine. Cowl the particular advantages that your buyer loved and the options they gleaned probably the most use out of. It’s also possible to go into element about the way you labored with and on your buyer. Possibly you met a number of occasions earlier than selecting the best answer, otherwise you consulted with exterior businesses to create the very best package deal for them.

Regardless of the case could also be, attempt to illustrate how simple and pain-free it’s to work with the representatives at your organization. In spite of everything, potential prospects aren’t trying to simply buy a product. They’re searching for a reliable supplier that can attempt to exceed their expectations.

Within the above instance, IDEO describes the way it partnered with analysis institutes and spoke with learners to create Bendable, a free academic platform. We love the way it exhibits its proactivity and thoroughness. It makes potential prospects really feel that IDEO may do one thing related for them.

7. Outcomes

Picture Supply

The outcomes are important, and the very best half is that you simply don’t want to jot down the whole thing of the case examine earlier than sharing them. Like HubSpot, IDEO, and ADP, you possibly can embrace the outcomes proper beneath the subtitle or government abstract. Use knowledge and numbers to substantiate the success of your efforts, however should you don’t have numbers, you possibly can present quotes out of your prospects.

We will’t overstate the significance of the outcomes. In truth, should you wished to create a brief case examine, you might embrace your title, problem, answer (how your product helped), and outcome.

8. Supporting Visuals or Quotes

Picture Supply

Let your buyer communicate for themselves by together with quotes from the representatives who immediately interfaced together with your firm.

Visuals also can assist, even when they’re inventory photos. On one aspect, they may help you convey your buyer’s trade, and on the opposite, they’ll not directly convey your successes. For example, an image of a contented skilled — even when they’re not your buyer — will talk that your product can result in a contented shopper.

In this instance from IDEO, we see a person standing in a ship. IDEO’s buyer is neither the person pictured nor the producer of the boat, however moderately Conservation Worldwide, an environmental group. This imagery gives a visually pleasing sample interrupt to the web page, whereas nonetheless conveying what the case examine is about.

9. Future Plans

Picture Supply

That is optionally available, however together with future plans may help you shut on a extra constructive, personable be aware than should you had been to easily embrace a quote or the outcomes. On this area, you possibly can present that your product will stay in your buyer’s tech stack for years to come back, or that your providers will proceed to be instrumental to your buyer’s success.

Alternatively, should you work solely on time-bound tasks, you possibly can allude to the constructive affect your buyer will proceed to see, even after years of the tip of the contract.

10. Name to Motion (CTA)

Picture Supply

Not each case examine wants a CTA, however we’d nonetheless encourage it. Placing one on the finish of your case examine will encourage your readers to take an motion in your web site after studying in regards to the work you’ve got performed.

It is going to additionally make it simpler for them to succeed in out, in the event that they’re prepared to begin instantly. You don’t need to lose enterprise simply because they should scroll all the best way again as much as attain out to your staff.

That can assist you visualize this case examine define, try the case examine template beneath, which may also be downloaded right here.

What’s fascinating about this case examine is the best way it leads with the client. This displays a serious HubSpot worth, which is to all the time clear up for the client first. The copy leads with a quick description of why Shopify makes use of HubSpot and is accompanied by a brief video and a few primary statistics on the corporate.

Discover that this case examine makes use of combined media. Sure, there’s a brief video, however it’s elaborated upon within the further textual content on the web page. So, whereas case research can use one or the opposite, do not be afraid to mix written copy with visuals to emphasise the venture’s success.

2. “New England Journal of Medication,” by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it is sensible for it to be visible — in any case, that is what they do. So in constructing the case examine for the studio’s work on the New England Journal of Medication’s built-in promoting marketing campaign — a venture that included the objective of selling the shopper’s digital presence — Corey McPherson Nash confirmed its viewers what it did, moderately than purely telling it.

Discover that the case examine does embrace some gentle written copy — which incorporates the foremost factors we have instructed — however lets the visuals do the speaking, permitting customers to actually take in the studio’s providers.

3. “Designing the Way forward for City Farming,” by IDEO

Here is a design firm that is aware of methods to lead with simplicity in its case research. As quickly because the customer arrives on the web page, she or he is greeted with a giant, daring photograph, and two quite simple columns of textual content — “The Problem” and “The End result.”

Instantly, IDEO has communicated two of the case examine’s main pillars. And whereas that is nice — the corporate created an answer for vertical farming startup INFARM’s problem — it would not cease there. Because the consumer scrolls down, these pillars are elaborated upon with complete (however not overwhelming) copy that outlines what that course of seemed like, replete with quotes and extra visuals.

4. “Safe Wi-Fi Wins Massive for Event,” by WatchGuard

Then, there are the circumstances when visuals can inform virtually your complete story — when executed accurately. Community safety supplier WatchGuard can do this by means of this video, which tells the story of how its providers enhanced the attendee and vendor expertise on the Windmill Final Frisbee match.

5. Rock and Roll Corridor of Fame Boosts Social Media Engagement and Model Consciousness with HubSpot

Within the case examine above, HubSpot makes use of images, movies, screenshots, and useful stats to inform the story of how the Rock and Roll Corridor of Fame used the bot, CRM, and social media instruments to realize model consciousness.

6. Small Desk Plant Enterprise Ups Gross sales by 30% With Trello

This case examine from Trello is easy and simple to know. It begins by explaining the background of the corporate that determined to make use of it, what its objectives had been, and the way it deliberate to make use of Trello to assist them.

It then goes on to debate how the software program was applied and what duties and groups benefited from it. In direction of the tip, it explains the gross sales outcomes that got here from implementing the software program and contains quotes from decision-makers on the firm that applied it.

7. Fb’s Mercedes Benz Success Story

Fb’s Success Tales web page hosts a lot of well-designed and easy-to-understand case research that visually and editorially get to the underside line shortly.

Every examine begins with key stats that draw the reader in. Then it is organized by highlighting an issue or objective within the introduction, the method the corporate took to succeed in its objectives, and the outcomes. Then, ultimately, Fb notes the instruments used within the case examine.

Showcasing Your Work

You’re employed arduous at what you do. Now, it is time to present it to the world — and, maybe extra vital, to potential prospects. Earlier than you exhibit the tasks that make you the proudest, we hope you observe these vital steps that can assist you successfully talk that work and depart all events feeling good about it.

Editor’s Notice: This weblog submit was initially revealed in February 2017 however was up to date for comprehensiveness and freshness in July 2021.