How to Write a Case Study – Stepwise Process to Follow

• Government regulation compliance
• Turning more profitable
• Effective lead generation
• Reduction of company expenses
• Increasing the number of customers
• More significant revenue generation

• Written study – You can compose your case study as an eBook and provide it as gated downloadable content on your landing page. Thus, it will become a powerful lead generation tool for you.
• Video case study – You can make a video interacting with your client. With a video case study, the audience gets to see a subject talking about their experience. It, in turn, makes the analysis more credible for the viewer.
• Infographic – Infographic is an excellent way to showcase your success story. While making your case study in this medium, you should highlight the significant KPIs with bold text. You can also use charts to emphasize your customer achievements. These things make the case study more relevant and readable.

• Knowledge of your product – Pick a client who has an understanding of your product. Their knowledge will allow them to communicate the value of your offering in the best possible manner.
• Attainment of excellent results – It’s best to choose clients who have experienced positive results from your products. These clients are already enthusiastic about your product because it has given them a desirable outcome. So, they will communicate about your product correctly and comprehensively.
• Those who were using the services of your competitor – Clients who have switched over to your product after using your competitor’s products are well-positioned to talk about your services competently. Moreover, they’ll also be able to highlight the benefits your product offers over that of others.

• Start with your client’s business. You can ask them about the length of time they have been in a specific domain and the strength of their staff. You can also ask about the significant aims of their business at that time.
• Next, ask your client about their problems. Let them speak about the challenges which led them to seek your service.
• You can now find how your client decided to try your service. Ask them questions about how they first came to know about your offering. You can also request them to elaborate on the people involved during the selection procedure and the most important criteria they use to assess their options.
• Now you need to understand the manner in which your customer is utilizing your service or product. It will help you describe how your solution works. Ask them about a specific part of your product or service that they rely on the most. You can also ask them about the people who are mainly using the service.
• In the next part, you will describe the way the solution was executed. Keep the attention on the customer’s experience and expectations. Ask them how your solution fulfilled their requirements and how much time it took for your service to get implemented properly.
• End by demonstrating measurable results. Some questions at this point include asking about how the product helped your client. Encourage your client to enumerate in numbers the outcomes they were able to achieve and the productivity they experienced.

1. Short title – Start by writing a short title. A simple yet exciting name will make your audience curious about what you did with your client.

2. Subtitle – Through a subtitle, you can briefly discuss the achievement.

3. Overview or summary – In this part, you’ll describe what you will be examining in your study. Write a brief summary of the area you are investigating. Here it is essential to write a thesis statement and summarize the outcomes of your observation. It should not be more than two sentences.

4. Background – It includes a short introduction to the client you served. Ensure that you include the most relevant facts of your case study in it.

5. Challenges – Here, you will write a description of the difficulties that your customer was facing before they availed themselves of your service. In this part, you should also write about the objectives of your client and all that they wanted to attain. It should not be more than three paragraphs long.

6. Explanation of how your solutions helped – In this part, you will explain how your services provided your client the exact solution to their problem. Write how your service improved the current condition, along with testable evidence. Keep it not more than three paragraphs long.

7. Results – It includes a customer testimonial which will make it evident to your audience how your services proved advantageous to your client. Ensure that you write three paragraphs about how your product or solution enabled your client to achieve their objectives. The more numbers you include, the better your case study will become.

8. Visuals or quotes – You should also include some striking quotes that will be present at the end part of the sections given above. A visual or quote is an essential part of case study writing, as it directly supports your argument and assertions.

9. Epilogue – Summarize the main points and give a peek into the future plans of your case study subject.

10. Call to action – Although CTAs should not be included in every case study, putting a subtle CTA won’t harm. On the other hand, it’ll motivate the readers to take the desired action after familiarizing themselves with the tasks you have done for your client.

• Pick your voice carefully – You can write your case study in either the first person or the third person, depending on your brand and the case study content. Both approaches work fine. Most case studies utilize a blend of both of these voices. But when using a mixture of the first and third person, ensure to enhance the third-person parts with quotes directly from the client’s mouth. It’s because a third-person voice can quickly start sounding too narrative.
• Create a relevant and catchy title – The title is undoubtedly a crucial part of your case study. You need to make it as interesting and attention-grabbing as you can. A good tip here is to use strong action verbs and percentages. Note that highly accurate case study titles give better results. That’s why you can see phrases and terms like ‘By 100%’ and ‘Triple yearly revenue’ appearing in many case studies. Numbers enable readers to gauge your achievements precisely.
• Use simple language – Many businesses harbor a wrong assumption about the language they should use in their case study. They think incorporating corporate terms and technical jargon into their analysis will impress the readers. But this is far from the truth. Effectively writing a case study demands you to stick to a simple and lucid language instead of an overly complicated one. It means that you must refrain from putting technical jargon in your studies. It doesn’t showcase your expertise. On the other hand, they only make the readers feel bored. When you use simple language, it makes your case study more approachable and natural. What’s more, it also facilitates non-customers to interact with your case study without feeling intimidated by your language.
• Put more real numbers in your case study – People remember numbers more than anything. Solid facts and figures shock or surprise them. So naturally, to grab the attention of your readers, you should place more numbers to quantify the results your client was able to achieve. Numbers and figures are very powerful and stay in the memory of readers for a long time. So instead of writing phrases like ‘doubled this’ or ‘tripled that,’ use exact numbers to make your study more convincing.
• Keep the case study chronological – Put all the relevant information in your case study. You should know how to do a case study from beginning to end. Use the format given in the previous section to place all the crucial data in this content. It should follow a chronological pattern. The evidence that you include should be fully accurate. It’ll flesh out the whole circumstances revolving around your engagement with the client. It, in turn, will make your readers comprehend the impact your services were able to make more effectively.
• Don’t forget to place your contact information at the end – Many case studies are designed for press distribution. So, they should include your contact details. It will enable other companies or customers to easily get in touch with you if they have any questions regarding your case study. It also makes the information you have put in the study more accessible to others. So, make sure to include your website, phone number, email, social media profiles, and a short bio.