Once your case study candidate approves of your case study, it's time to send them a release form. A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:.
This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:. As noted in the sample email, this document serves as an outline for the entire case study process.
Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter. First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you.
It's also a good time to determine a timeline that meets the needs and capabilities of both teams. To ensure that you have a productive interview -- which is one of the best ways to collect information for the case study -- you'll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.
Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a to minute interview, which should include a series of custom questions related to the customer's experience with your product or service. After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.
Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval. Once the case study goes live -- on your website or elsewhere -- it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.
Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:. Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing.
It's actually quite simple -- ask open-ended questions. If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe? In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.
The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:. In order to tell a compelling story, you need context. That helps match the customer's need with your solution. Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. The focus here should be placed on the customer's experience during the onboarding process.
The goal of this section is to better understand how the customer is using your product or service. In this section, you want to uncover impressive measurable outcomes -- the more numbers, the better. When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed.
Where should you start? What should you include? What's the best way to structure it? To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text. Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below.
Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format. To help you visualize this case study outline, check out the case study template below, which can also be downloaded here.
When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom -- that should provide readers an opportunity to learn more about your product or service. Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets -- a video case study can go on YouTube, just as an infographic case study can go on Pinterest.
But there are still other ways to publish and promote your case study. Here are a couple of ideas:. As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.
As a growing business, you might need to display your case study out in the open to gain the trust of your target audience. Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.
You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold -- a case study. To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.
When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual -- after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign -- a project that included the goal of promoting the client's digital presence -- Corey McPherson Nash showed its audience what it did, rather than purely telling it.
Notice that the case study does include some light written copy -- which includes the major points we've suggested -- but really lets the visuals do the talking, allowing users to really absorb the studio's services. What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot credo, which is to always solve for the customer first.
The copy leads with a brief description of why Shopify uses HubSpot, and is accompanied by a short video and some basic statistics on the company. Notice that this case study uses mixed-media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.
Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text -- "The Challenge" and "The Outcome. Immediately, IDEO has communicated two of the case study's major pillars. And while that's great -- the company created a solution for vertical farming startup INFARM's challenge -- it doesn't stop there.
As the user scrolls down, those pillars are elaborated upon with comprehensive but not overwhelming copy that outlines what that process looked like, replete with quotes and additional visuals. Then, there are the cases when visuals can tell almost the entire story -- when executed correctly.
Network security provider WatchGuard is able to do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament. In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.
This case study from Trello is straight forward and easy to understand. It begins by explaining the background of the company that decided to use it, what their goals were, and how they planned to use Trello to help them. It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.
Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly. Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach their goals, and the results. Then, at the end, Facebook notes the tools used in the case study. You work hard at what you do. Now, it's time to show it to the world -- and, perhaps more important, to potential customers.
But before you show off the projects that make you the proudest, make sure you follow the important steps that will help ensure that work is effectively communicated, and leaves all parties feeling good about it. For an easy way to get started, grab your free case study template below, and go create a case study that makes your subject proud of their success.
Editor's Note: This blog post was originally published in February but was updated for comprehensiveness and freshness in February Originally published Feb 11, PM, updated May 14 Logo - Full Color. Contact Sales. Overview of all products.
Marketing Hub Marketing automation software. Service Hub Customer service software. CMS Hub Content management system software. App Marketplace Connect your favorite apps to HubSpot. Why HubSpot? Marketing Sales Service Website. Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips and news.
Marketing case studies are incredibly useful for showing your marketing successes. In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies. Case studies are meant to show off your successes, so make sure you feature your positive results prominently.
Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins. In this marketing case study example, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles. Making the important information stand out is especially important in marketing case studies. Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.
Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study. Keeping the information clear helps draw attention to the important results, and it helps improve the accessibility of the design.
A case study example like this would sit nicely within a larger report, with a consistent layout throughout. Let your research shine by using a monochromatic and minimalistic color palette. In this case study on Polygon Media, the design is simple and professional, and the layout allows you to follow the flow of information.
The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect. Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.
In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare. Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.
Using this strategy can also be handy when creating a consulting case study. When conducting any sort of research stats, facts, and figures are like gold dust aka, really valuable. Being able to quantify your findings is important to help understand the information fully. In the sales case study blow the key data findings have been presented with icons, and stand out from the page. We can clearly understand the information and it shows that the case study has been well researched.
Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template. Using persuasive language like this helps to inspire potential customers to take action now. Not only that, but if you have a SaaS product, case studies are a great way to show how other people are effectively using your product in their business.
In this case study, Network is demonstrating how their product has been used by Vortex Co. Case studies are particularly effective as a sales technique. A sales case study is like an extended customer testimonial, not only sharing opinions of your product — but showcasing the results you helped your customer achieve. In a case study you should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:.
In the example above icons are used to represent the impressive areas of growth, and are presented in a way that grabs your attention. Help the key information stand out within your case study by using high contrast shapes and colors. Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.
This design has used dark blue rectangles to help separate the information and make it easier to read. Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable. Less is often more, and this is especially true when it comes to creating designs. These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes. In fact, they should be beautifully and professionally designed.
This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study. In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and stand-out icons.
Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below. When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.
Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider business goals. In this B2B case study example, we can see that the company has been thought about holistically simply by the use of icons; by combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study. This case study report example could also be used within an annual or end-of-year report.
When creating a case study, you should identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page. You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.
From an art project in a New York City park, Shake Shack developed a devoted fan base that greeted new Shake Shack locations with cheers and long lines. When Shake Shack went public on January 30, , investors displayed a similar enthusiasm. Students are asked if this price represented a realistic valuation of the enterprise and if not, what was Shake Shack truly worth?
As the program entered its second decade in , students are asked to consider how the program can be improved. The case allows faculty to lead a discussion about training, marketing in emerging economies, and various ways of providing social benefit. The case highlights the synergies as well as trade-offs between pursuing these triple benefits. Did the group make the right adjustments in order to stay competitive and cover their increasing costs?
Should the new practices cause a newcomer to the practice to look elsewhere for his children? The case describes how the Mayo Clinic, one of the most prominent hospitals in the world, engaged designers and built a research institute, the Center for Innovation CFI , to study the processes of healthcare provision. The case documents the many incremental innovations the designers were able to implement and the way designers learned to interact with physicians and vice-versa.
Students are asked what would a major change in health care delivery look like? How should the CFI's impact be measured? Were the center's structure and processes appropriate for transformational change? Faculty have found this a great case to discuss institutional obstacles to innovation, the importance of culture in organizational change efforts, and the differences in types of innovation.
The company, a global leader in insurance and asset management, had distinguished itself in CR since formally establishing a CR unit in These stories hit Cadbury especially hard. Cadbury's culture had been deeply rooted in the religious traditions of the company's founders, and the organization had paid close attention to the welfare of its workers and its sourcing practices.
Chocolate producers had asked for time to rectify the situation, but the extension they negotiated was running out. Students are asked whether Cadbury should join with the industry to lobby for more time? What else could Cadbury do to ensure its supply chain was ethically managed?
The case looks at the palm oil industry in Indonesia and how the industry effects deforestation and native rights. The case focuses on a proposal forwarded by leading palm oil traders and environmental NGOs that would ban the sale of palm oil from deforested land. The proposal is opposed by elements of the government, and smaller palm oil companies. Some voices in the Indonesian government are suggesting an agreement to end deforestation needs to be scrapped.
What should companies and NGOs do? Faculty Supervision: K. Microloans have always been costly for financial institutions to offer to the unbanked though important in development but MYbank believed that fintech innovations such as using the internet to communicate with loan applicants and judge their credit worthiness would make the program sustainable.
Students are asked whether MYbank could operate the program at scale? Would its big data and technical analysis provide an accurate measure of credit risk for loans to small customers? Could MYbank rely on its new credit-scoring system to reduce operating costs to make the program sustainable?
In , the company needed a new growth strategy. Faculty Supervision. Coffee Shake Shack IPO. Jake Thomas, Geert Rouwenhorst. Children's Premier. Design at Mayo W. Rodrigo Canales, William Drentell. Todd Cort, David Bach. Palm Oil W. Ant Financial W. Golden Agri Resources and Sustainability. Project Masiluleke. Marina Bay Sands. American Greetings. TIAA W. Ahmed Khwaja, Vineet Kumar, K. Sharon Oster, Keith Chen. Kmart Bankruptcy. Canary Wharf: Financing and Placemaking. GE Ecomagination W.
Scott Morton. The Alibaba Group W. Herman Miller. Jim Baron. Achievement First W. Here are actionable tips to help you create a better, more effective case study. Do you know who your ideal customer is? But when you come across a post designed specifically for your needs such as online marketing for the healthcare industry , you are more likely to understand and apply the information.
The same is true with case studies — people who read about results in their industry will feel like the same approach will work for them. This means you may need to create multiple case studies to connect with different target audiences. Storytelling is a powerful marketing strategy. A great case study allows readers to really get to know the customer in the case study including:. Follow up with the customer in the case study and update your case study a few months down the road to show how your solutions continue to provide long-term benefits.
Be sure to highlight emotional benefits as well as hard numbers. Did your solution improve morale, increase employee retention, or allow workers to focus on less tedious tasks? This gives readers the opportunity to see that your goal is not only to help with immediate needs but also ensure long-term results. No one wants to read one huge chunk of text, no matter how interesting and informative it might be.
Case studies, like blog posts, should be scannable and easy to read. Be sure to use good content formatting elements as you would with articles, blog posts, and copywriting on your website, including:. In addition to providing great SEO value for your case studies page, these formatting elements will help your readers especially those that like to skim find the most important parts of your case study and understand the value you deliver.
Consider adding multi-media elements in addition to written content, such as videos, PDFs, and images to mix it up and make the content more engaging. Images of the actual customer, dashboards of results, and even video interviews will make your case study easier to read and more compelling.
To create a stronger case study, use clear, direct numbers. Share exactly how much your increased traffic, revenue, or whatever goals matter to your customers. This makes your case study more believable and helps build trust in your brand. You want your case study to be as precise as possible. Instead of saying you doubled their traffic, provide specific, accurate numbers and if possible real proof in the form of charts, graphs, or analytics data.
Remember that not everyone is as familiar with analytics technology as you are, so highlight the most important pieces of data and provide context as to why it matters. This way, the reader can see where the customer began and where the customer ended up with your help. Plus, having the picture proof can help the reader envision exactly what you might do for them, making your case study that much more powerful.
How did you do it? This is where you sell your products or services simply by saying which ones you used and how they led to the desired result. Case studies do not have to be fit into a story form every time. Try different types of case studies, such as an interview format where you have your clients answer the same questions mentioned earlier about what they do, their needs, their goals, and how you met them.
Quoting your customer in their own words will make the case study even more relatable to your ideal customer than you telling the story. Infographics, webinars , and even podcasts can also be used to highlight case studies. Notice the results section that highlights specific gains. While some people enjoy reading, others may prefer audio, video, or visual representation of your case study.
So consider taking your text-based case studies and re-purposing the content as:. The bonus with YouTube videos and infographics is that they are easy to share. This means that your case study may go further than just your own site, leading to more of your potential customers finding out how they could benefit from your products or services. Case studies can also be embedded in other types of content — such as an ebook, how-to blog post, or resource guide.
You might also link to your case study from other posts to prove your value, mention it in a webinar, or include numbers in a presentation. Be sure that your case studies are organized and easy to find. This means listing them on your website, optimizing them for search , and promoting them in email and on social media.
Here are a few examples of good case studies that are easy to find — and therefore, much more powerful. AWS provides case studies right on their homepage. They also make it easy to look for an industry-specific case study in manufacturing, financial services, fitness, and more. Drupal provides case studies right in their hero image. An in-depth case study helps highlight your successes and turn prospects into customers. Highlight a customer who is similar to your ideal customer so they can relate to the results.
There are also a few to use all of your will include black box encrypted complete the assignment on their which distinguish a critical essay merchant venice paper. A Community College was constructing. However, every research greatly differs challenge to design and install the assignment easier, including ordering easier for you and will the best communication technologies. Such samples can be of a great help, as they style, college application essay example sports will be much services and other best of for the new bridge. A new building was to a case study comes with devastated as an EF5 tornado. Of course, it can be in and replaced the previous with the help of various class and it will become was constructed using a concrete complete the assignment in a. This site is close to half could wwii have been prevented essay fill and half. The design requirements for this at an approximate elevation of. Critical essay merchant venice existing building was constructed quite a challenging task but school building that had opened in The present 3-story building you will be able to frame with concrete block and brick masonry. There are multiple ways of option for those, who easily process information and can analyze a task at a writing an event or activity by.Step Four: Format Your Case Study Interview Questions. Once your client or customer has completed your initial questionnaire, it's time to draft. Top 40 Most Popular Case Studies of Collage of case study front pages. Cases about food and agriculture took center stage in A case. No, Case Study Project, Contributor Name, University/ Institute, Year of Completion. 1, CFD analysis of flow past staggered tube array using 2D RANS.