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14 Case Study Examples | Plus Tips & Templates

When you’re looking to buy a new product on Amazon, how do you decide which of the three thousand options to purchase? If you’re anything like me, you head straight to the customer reviews for an honest, unbiased evaluation.

Case studies are basically the 5-star Amazon reviews of your product or service. They help you showcase the great experience that real customers had and help convince prospects to take the leap.

In this article we’re discussing what all great case studies have in common and looking at a variety of case study examples to see what you can learn from each one.

What All Great Case Studies Include

The famous opening line from Leo Tolstoy’s Anna Karenina says :

“All happy families are alike; each unhappy family is unhappy in its own way.”

We’d argue the same principle holds true for case studies.

All great case studies have a few characteristics in common.

The customer is the hero of the story

And as such, they’re the focus of the case study. Following this principle helps readers see themselves in a similar situation and prevents you from accidentally portraying the customer as helpless or incompetent. They’re simply an individual or organization with a problem in need of solving.

They tell a complete story .

From challenge to long-term results, the story flows logically, making it easy for readers to follow and remain engaged.

They’re visually appealing .

Infographics, charts, professional photos, and block quotes help break up the text and make key points memorable. A clean design enhances readability so readers are more likely to make it all the way through your case study.

They end with a CTA .

At its core, a case study is a marketing tool. It should include a call-to-action that encourages readers to take the next step so they can experience similar results as the subject of the case study.

14 Case Study Examples

We’ve rounded up 14 case study examples that drive home the point and help build a case for a product or service. We’ll look at what each one does well and where there is room for improvement, giving you the insight you need to create your own compelling case study.

Government case studies

Case study 1: the £10 billion it disaster at the nhs.

Henrico Dolfing is a project manager who partners with executives and corporations to provide guidance in tech-related industries. His case study differs from many others on the list simply because Dolfing isn’t technically the customer or the service provider; he’s a subjective third party looking at what went well and what could have been improved.

The case study looks at the almost decade-long history of the National Program for IT within the NHS. Just from the title, you get a clear idea of where the article is heading.

Headings and subheadings effectively break the case study into smaller sections, but Dolfing opts not to include any graphics. A lengthy timeline in the first half of the case study offers the perfect opportunity for an infographic .

Compare a section of the original timeline to what an AI-generated timeline from Piktochart could look like—

Want to create a similar timeline for your case study? Piktochart AI creates quality infographics from any prompt– no design expertise needed.

Once he’s established his authority as an expert in this field, Dolfing sprinkles the same CTA throughout the case study, encouraging readers to engage with his lead magnet.

By the way– the lead magnet isn’t anything fancy, just a Google Form that asks for an email address and then guides readers through the 27-question assessment.

Takeaway : There’s nothing wrong with using a simple and straightforward format to connect with an audience just looking for the facts, but visuals may make it easier for them to distill the information.

Case study 2: How the Scottish Police Got £25 Million Back but Lost 3 Years on I6

At over 4,000 words, this lengthy case study from Dolfing looks at another project failure within the government.

This go around, the same timeline format is included to outline the events of the entire project. But a colorful timeline graphic comes before, showcasing the events using a month-by-month breakdown.

Quotes included in a later review of the program are included within the introduction, expanding upon the background context and demonstrating the lengths Dolfing went to in order to research this event.

The final sections, titled How Scottish Police Could Have Done Things Differently and Closing Thoughts , allow Dolfing to discuss his own insight into potential changes that could have led to a better outcome and again encourage readers to engage with his lead magnet.

Takeaway : Use third-party case studies to demonstrate your expertise in your industry or to learn from the failures of others.

Short case studies

Short case studies are perfect for clients who have a short attention span or limited time they can devote to reading a lengthy case study.

Case study 3: Intuit continues powering prosperity around the world with the help of Twilio Verify

Powerful metrics set the stage as readers begin this case study, before jumping into a basic description of the client and the solution they utilized.

The content is broken into a quick intro + three digestible sections. However, the majority of the case study focuses on the challenges that Intuit faced, only describing the solution and outcome in the final section.

Several metrics describe the results that the customer experienced, using a combination of numerals, percentages, and time-based data to paint a rounded picture of the outcome.

The results described clearly highlight how the solution was a stark contrast to the challenges that Intuit had previously experienced, when:

From taking 2-9 months per country to 3 months for over 200 countries, Twilio becomes an obvious choice for any companies experiencing a similar hurdle.

This case study is notably light on visuals, counting on the short content being enough to keep readers’ attention. It includes a couple quotes from Intuit’s principal product manager, which describe the company’s challenges but don’t comment about the solution’s effectiveness.

Takeaway: Include a mixture of metrics to emphasize the power of your solution and show readers what they can expect in working with you.

Case study 4: Automation keeps Spotify’s ad business growing year over year.

Crystal clear section headings and a mixture of graphics make this case study especially compelling and engaging.

Graphics include—

an intro video
an icon list of Salesforce products referenced in the case study
a callout quote from
an infographics of results

A lot of case studies will use headings that vaguely reference the product or client. Salesforce helps readers know exactly what they’re reading about by using headings like—

What you need to know
Why it matters
What the difference looks like

The case study doesn’t follow the distinct “Challenge, Solution, Results” framework. Instead, it utilizes a problem/solution pattern that describes different ways Salesforce helped resolve hurdles the Spotify team was facing.

A variety of data points are included throughout the content and speak to improvements in several areas such as a 40% increase in sales team productivity, a 53% increase in click-through-rates, and a fivefold increase in marketing campaigns each year. No matter what challenges that readers are facing, they’re likely to feel like Salesforce is an ideal solution.

Takeaway: It’s okay to lean into simple– it makes your content skimmable and easier for readers to find what they’re looking for.

Want to quickly create your own short case study? Piktochart’s AI case study generator can make one for you in seconds. Just share your prompt and pick a template to customize within seconds.

Marketing-based case studies

Case study 5: creating the impossible ad with ai: tombras.

This case study is part of a series from the Google Editorial Team, sharing how marketing agencies use Google’s AI tool, Gemini, to undertake an impossible ad campaign.

The article begins with a snapshot of what the marketing campaign looked like, displaying just a few of the thousands of AI-generated copy lines. We love the examples, but reading the quips requires some squinting and zooming, taking away from the impact they could have had.

Fortunately, readers can catch more of the copy examples in a short video that breaks apart the wall of text and showcases the effectiveness of the AI tool.

Talk about AI can be overwhelming and even scary for some people. This case study devotes several paragraphs to explaining the implementation of Google’s AI tool so that potential users understand how they can utilize Gemini in their own business as well.

The results section is clearly identified and easy for readers to find– and it speaks to a strong outcome– but none of the data is highlighted or emphasized. If readers want to know what happened, they’re going to have to dig down into the text.

Takeaway: Include videos to appeal to a wider audience and make it easier to repurpose your case study.

Case study 6: How Dropbox increased blog traffic by 30%

Right from the title, this case study emphasizes results that the customer experienced. (BTW– did you notice how the title makes the customer the hero of the story?) Two key metrics are also introduced before any text, but act as some of the only graphics in the whole article.

Callout quotes help break up long blocks of text, and both callout quotes highlight the power of the solution that Airtable offered. Additional quotes within the text create a narrative that walks readers through the challenge, solution, and results.

However, without any section titles, the case study isn’t very skimmable, and it can be a little challenging to identify relevant themes that readers might connect with.

Takeaway: Long blocks of text may cause readers to disengage. You need graphics and headings to help guide their eyes through your content.

Case study 7: How a marketing agency increased client conversions 35% with Zapier Canvas

Here’s another case study that emphasizes results right from the start.

Every section of the article is labeled in a straightforward manner that makes it easy to follow.

Each section also includes quotes from the customer, creating a flow from one part to the next and tying all of the content together.

Since the case study is discussing the AI-powered diagramming tool that the client used, it includes a snapshot of the diagramming tool in use. This helps readers visualize an otherwise abstract concept and understand how the tool could be used for their own business.

If you’re interested in including similar visuals in your case study, check out our flowchart templates for dozens of premade templates that can be personalized to meet your needs in minutes.

Only one data point is included– the 35% increase in conversions, but additional results are also mentioned, including faster onboarding for new employees.

Takeaway: Include snapshots of your solution to help potential customers imagine what implementation would look like for them.

Case study 8: How Shapeways Increased Their Click‑Through Rates by 525%

Compelling graphics grab your attention and walk you through this entire case study.

Readers are immediately introduced to the case study subjects with a photo beneath the title (although a caption that includes names and titles could make this visual really shine).

A bulleted introduction gives you all of the necessary background for the customer.

Brand logos, a callout quote, and the colored section block break apart the text.

Finally, the results section begins with this unmissable testament to the role that Mailchimp played in the subject’s growth.

Takeaway : A mixture of graphics combined with ample white space makes your case study easy on the eyes. Visuals that pop are the perfect opportunity to highlight key results and all the praise your customer has to offer.

Education-based case studies

Case study 9: collaboration with dropbox empowers the university of florida’s land grants.

Everything about this case study speaks to maximum efficiency.

An introductory section provides basic information about the subject, and headings labeled Challenge and Solution clearly identify all of the pertinent information.

A comprehensive challenge section pinpoints the exact problems that UF was facing. This makes it easy for readers to relate and imagine how Dropbox could solve similar issues at their own school or university.

We love the callout quote combined with a photo of the subject and university logo for maximum authority and impact—

In the absence of measurable data, the case study gives specific examples of how Dropbox has benefitted the University of Florida.

Dropbox closes the page with a CTA designed to appeal to other educational institutes.

Takeaway : Don’t skimp on explaining the problems your subject was facing. Paint a detailed picture so you can show exactly how your offering resolved these issues.

Non-profit case studies

Case study 10: how reveal overhauled the way it hires, onboards and promotes employees to create a more inclusive workplace.

Although this case study is longer than most (9 pages, to be exact), it utilizes that real estate to showcase the challenge and results in a visually stunning manner.

Just in the sidebar you’ll find—

block quotes

The content itself is broken into sections clearly labeled with Introduction, The Challenge, What they did, and The Results. The final page distills all of the content into Three Lessons Learned, each numbered and broken into its own column.

Of course, we can’t forget the screenshots that were also included in the case study, which offer real-life examples of how the solution was implemented.

Takeaway : Don’t be afraid of using a lengthy, in-depth case study to take a deep dive into your offerings if you buffer the text with a variety of visuals. A running sidebar offers the perfect place to insert graphics and decreases the volume of text on each page.

Case study 11: Reach Out and Read

Three succinct sections outline the subject, problem, and solution of this case study, making it a brief but impactful read. Just take a look at the section that describes the problem— a single sentence paired with a professional photograph.

To wrap it up, Community Boost intertwines the solution they offered with the results that their customer experienced, emphasizing metrics that were introduced at the top of the case study. They mention tight time constraints and a short campaign window to highlight their effectiveness even when working under pressure.

Takeaway : Emphasize urgency in your case study to showcase the efficient way you can help customers address their problems.

Case study 12: How CNIB Continued Critical Programs, Peer Support & Education During COVID-19

One of the highlights of this case study is the formatting at the very beginning. A small section introduces key information about the customer and outlines the challenges, solutions, and benefits they experienced. The section also includes a snippet from the customer’s Vice President of Property & Technology, Frank Lombardo.

Lombardo isn’t just quoted in the opening section of the case study, either. Nearly a third of the article is made up of quotes from Lombardo, which literally allows the customer’s experience to speak for itself.

Just check out this snippet below and notice how much of the section is Lombardo speaking, all of which is highlighted.

The case study also does a great job highlighting how Zoom’s unique selling point– in this case its accessibility features– made it the ideal solution for the CNIB. This is emphasized when Lombardo mentions that while the organization itself utilizes Microsoft Office 365, they found Zoom easier for their community to learn and use.

Takeaway : Use case study interviews to form the narrative of your case study and decrease the amount of writing you have to do.

E-commerce case studies

Case study 13: how zapier helped this spanish ecommerce company scale.

This case study discusses how a Spanish company, Materialesdefabrica.com, used Zapier’s automation tools (called Zaps) to simplify their order fulfillment process.

One of the standout features of this case study is the way Zapier seamlessly integrates their product into the article by including Try it sections. In each section, readers can learn more about the Zaps that the customer used and access each one for their own use.

Clicking on Details gives readers an explanation of how to use the Zap for their own records.

Unfortunately, other than the Try it sections, this case study is light on visuals. One easy spot to add a visual feature would have been with this quote from the CEO.

As well as in the results section that includes relevant metrics.

Takeaway : Allowing your readers the opportunity to immediately try your offering is one of the most powerful CTAs you can include in a case study.

Case study 14: Wayfair is right at home with Slack

A witty title grabs the audience’s attention right from the start, and a mixture of graphics make this case study a compelling one.

The case study knocks it out of the park with stunning photography and a block quote at the top of the page.

Because the case study is on the longer side, a table of contents to the left makes it easier for readers to find the information they want and get a clear picture of what they’ll be reading. Accompanied with two CTAs, there’s no missed opportunities here.

The case study also includes a box with metrics that outline Wayfair’s success and use of Slack, not so subtly tying the two together.

With several different sections throughout the case study, Slack emphasizes different ways their software has helped Wayfair see results. They mention things like:

resolving tech incidents “at lightning speed”
reducing spending on employee tech software
automating employee tasks across all departments
creating a culture of recognition

Takeaway : Take the time to paint a complete picture of the results your solution has led to. Readers will ultimately relate to at least one– if not all– of them.

Tips for creating your case study

After seeing 14 case study examples, you should have a better idea of what to do and what not to do when writing your own case study. A lot of what we pointed out can be summed up in the six tips below.

Get it all out, then edit

Instead of worrying about what to include or cut out, brain dump everything into your first draft. From there, you can break up the information into meaningful chunks and determine what content fits into the story you want to tell.

Once you decide which parts you want to cut, don’t just delete them– paste the content into a different document so you can repurpose it for other mediums and marketing tools.

If you conducted an interview as part of your case study, review the entire transcript and determine where you can include quotes that align with the theme of each section.

Make it scannable

Few readers are going to dive headfirst into the content of your case study— at least not right off the bat. Include formatting such as headers and bullet points to summarize your main ideas and make it easier for readers to get the gist of what you’re saying.

Visuals such as charts, graphs, and timelines simplify any data you’re sharing and make it more accessible and understandable.

Use Piktochart’s AI-powered visual generator to transform data into easy-to-read infographics for your case studies.

Highlight emotional and tangible benefits.

Create a compelling narrative that resonates with your audience on a personal and practical level.

Client testimonials help readers connect with your subject. If you’re not up for a face-to-face chat or even a video conference, email your customer with a few questions to hear about their experience. Potential questions can include—

What challenge or problem led you to seek a solution?
What made you choose our product or service?
What feature or aspect of our solution has been the most valuable for you?
Can you share any specific metrics or outcomes since using our solution (e.g., time saved, costs reduced, increased revenue)?
What would you say to someone considering using our product/service?

Include concrete data and metrics to prove results

Use a combination of qualitative and quantitative data to substantiate impact. Include real numbers and percentages, such as, “Department productivity increased by 35% within three months,” or “The automation software completed 300,000 data entry tasks over the third quarter, saving approximately 750 employee hours.”

Additional data points will emphasize the power of your solution. Utilize before-and-after comparisons to help prove how your solution created tangible improvements, or include industry benchmarks to compare your results to the average results of competitors.

Follow the “Challenge, Solution, Results” structure

The Challenge, Solution, Results structure is a straightforward outline for the case study that involves three parts. This framework makes your case study easy to follow and helps you connect with potential customers facing similar issues.

Challenge : The challenge section introduces your client and the problem they were facing. Use it to build tension before you transition into the solution phase.

Begin by providing background information about the client such as their company size and industry. When describing the challenge that the customer/client was facing, including relevant data that illustrates the severity of the issue.

Solution : The solution section bridges the gap between the problem and the results, emphasizing how your unique product/service can help readers who are experiencing the same challenge.

In this section, explain the solution that was implemented. Highlight the unique aspects of your product/service/strategy that made it the perfect fit for the client’s needs, and provide an overview of how you deployed the solution, including a general timeline.

This is a great opportunity to note features or tools that made a notable difference but can only be accessed by using your offer.

Results: This final section describes the outcome of your solution to reinforce your authority as someone who can solve the reader’s problem, ultimately building trust and leading to conversions.

When writing the results section, recount the outcome of implementation, including clear metrics that highlight the success of the solution. Focus on outcomes that will matter to your audience, such as operational efficiency, cost savings, increased revenue, or improved customer retention.

Repurpose your case study

Consider what content you cut from the initial draft of your case study and how you can utilize it in another way. You might create a second case study that appeals to a different audience, or you might share pieces of your case study in different formats including:

infographics
social media posts
video content
email campaigns
whitepapers

Save your best for writing – Let AI do the design

The most powerful case studies include a compelling narrative and graphics that help bring the story to life.

Once you’ve created your written content, let Piktochart help create your visual. Pull from our library of templates or save even more time by using our AI case study generator to suggest formats.

Case Study Examples FAQs

What are the 7 types of case studies.

Two renowned researchers, Robert Yin and Robert Stake, have identified seven types of case studies.

Explanatory case studies investigate causal investigation, often attempting to answer a ‘how’ or ‘why’ questions.
Exploratory case studies typically occur before undertaking large-scale research.
Descriptive case studies look for connections between a theory and the subject being studied.
Problem-solving case studies investigate an issue in order for researchers to suggest potential solutions.
Intrinsic case studies take place when the researcher has a personal interest in what’s being studied.
Instrumental case studies look at a particular group or case to gather insight about a broader issue.
Collective case studies are used to study a group of people.

What’s the difference between a case study and a testimonial?

A case study is an in-depth, structured examination of how a product or service solved a problem for a client. It includes several sections that outline the problem, proposed solution, and outcome, along with data that highlights the success of the solution. Case studies can range in length; most are a single page or two, but some may be a few dozen pages long.

Testimonials are brief statements of praise from satisfied customers or clients. They may be included as part of a case study and can often be found throughout a company’s website. Testimonials can be anywhere from a few sentences to a few paragraphs long, but most wouldn’t even fill half a page of text.

What should be included in a case study?

Key elements of a case study include:

A clear problem statement that highlights a single challenge the client was facing.
Background information on the customer or client, which can include company size, location, industry,
The proposed solution or strategy.
Implementation details explaining how the solution was put into action.
Results and outcomes , often paired with data points that highlight the success of the solution.
Customer testimonials from those who were positively impacted by the solution.

Visual elements such as charts, graphs, timelines, and other graphics that simplify data so it’s easy to understand in the context of the case study.

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Case Study Examples

Effective Case Study Examples - Real-Life Scenarios To Guide Your Research

Published on: Dec 10, 2024

Last updated on: Dec 10, 2024

What Is A Case Study

A case study is a detailed examination of a specific subject—often a person, group, event, or organization—used to illustrate a broader principle or provide insight into complex issues.

It’s a real-life example that allows researchers or professionals to analyze outcomes, identify challenges, and understand the implications in a practical context.

By breaking down an actual scenario, such a study reveals insights that might be overlooked in general research.

Whether used in business, social sciences, or healthcare, case studies are powerful tools that bring theoretical concepts to life. This makes them relatable and easier to grasp for readers and learners alike.

Vital Sections For A Comprehensive Case Study

A professional case study is most effective when it includes core elements that provide a clear, structured analysis for readers.

Introduction & Background – Provide context for the case, including relevant history or background details.
Problem or Objective – Clearly define the main issue or objective the study seeks to address.
Research & Analysis – Outline the research methods used and present the data collected.
Solution or Approach – Describe the solution implemented, including any steps taken or strategies applied.
Results & Outcomes – Summarize the results achieved, supported by metrics or observations.
Lessons Learned – Reflect on key takeaways or insights gained from the case.

Next, let’s explore case study examples tailored specifically for scholars, showcasing real-world applications and insights.

Case Study Examples For Students

Exploring everyday practical examples is one of the best ways to understand how a visually appealing case study comes together. In this section, we’ll take a look into a range of examples across various fields and disciplines.

These case study examples PDFs will illustrate the case study format effectively, following best practices that bring the analysis to life. By examining these diverse scenarios, students can gain valuable insights into crafting their own interesting case studies with clarity, depth, and purpose.

Business Case Study Examples

Examining business case studies offers valuable insights into how companies address challenges and drive potential clients plus growth.

Here, we’ll explore examples from both small businesses and large businesses to understand their strategies and outcomes.

The Rise of Brewed Awakenings Coffee Shop

Tesla’s Market Disruption in Electric Vehicles

Nursing Case Study Examples

Nursing case studies offer practical insights into patient care, decision-making, and clinical problem-solving.

Here, we’ll look at two studies—one focusing on pediatric care and another on geriatric care—to explore different patient scenarios and nursing interventions.

Pediatric Nursing – Managing Acute Asthma in a Child

Geriatric Nursing – Managing Medication and Fall Prevention in an Elderly Patient

Patient Case Study Examples

Patient case studies provide in-depth guidance into diagnosing, treating, and managing individual health cases.

Below, we present two detailed examples that illustrate how personalized care and strategic medical intervention can address complex patient conditions.

Management of Chronic Kidney Disease in a Middle-Aged Patient

Acute Care for a Patient with Traumatic Brain Injury

Case Study Examples For Physiotherapy

Physiotherapy plays a vital role in rehabilitation and recovery from injuries and medical conditions.

Rehabilitation of a Post-Surgical Knee Patient

Physiotherapy Management of a Stroke Patient

Case Study Examples Medical

In the medical field, case studies serve as valuable tools for understanding complex clinical scenarios and improving treatment strategies.

Below are two extensive studies that highlight the diagnosis, management, and outcomes of different medical conditions, providing insights into clinical practice and patient care.

Management of Type 2 Diabetes in an Elderly Patient

Managing Chronic Heart Failure in a Middle-Aged Patient

Case Study Examples In Research

In research, case studies provide data-driven insights that address long-term challenges and highlight innovative solutions and their resulting impacts.

The following examples illustrate how researchers have navigated complex issues through comprehensive methodologies, leading to significant findings and contributions to their respective fields.

Investigating the Impact of Remote Work on Employee Productivity

Evaluating the Efficacy of Telehealth in Managing Chronic Conditions

Case Study Examples With Solutions PDF

This section presents compelling examples that focus on real-world challenges, solutions, and results achieved through innovative strategies.

By examining these case studies, readers can gain valuable knowledge of problem-solving approaches that have proven successful across different industries, products, or services.

Transforming a Retail Chain's Potential Customer Experience

Streamlining Operations for a Healthcare Provider

Mental Health Case Study Examples PDF

This segment presents insightful case studies focusing on common dilemmas faced by individuals and communities.

Each example follows a structured case study template, providing a comprehensive analysis of issues, interventions, and outcomes that can serve as a guide for professionals in the field.

Overcoming Anxiety in Adolescents

Managing Depression in Adults

Psychology Case Study Examples PDF

Here we’ll be providing in-depth examples that illustrate the application of psychological theories and therapeutic interventions in real-world scenarios.

Each case study presents unique challenges, treatment approaches, and outcomes, offering valuable insights for psychology students and researchers alike.

Treatment of Obsessive-Compulsive Disorder (OCD)

Addressing Major Depressive Disorder (MDD) through Psychotherapy

Counselling Case Study Examples PDF

This section explores short examples that illustrate various counseling approaches and their effectiveness in addressing clients' unique challenges.

Each case provides insights into the counseling process, including assessment, intervention strategies, and outcomes, serving as a valuable resource for scholars and specialists in the field.

Overcoming Anxiety and Self-Esteem Issues

Navigating Grief and Loss

Social Work Case Study Examples PDF

Social work case studies reveal how targeted interventions and support strategies impact individuals and communities.

These examples demonstrate various approaches, from direct client interaction to resource coordination, showcasing the role of social work in addressing complex social issues.

Assisting a Family in Crisis

Supporting a Senior with Chronic Health Issues and Social Isolation

Content Marketing Case Study Examples PDF

Content marketing case studies offer real-world insights into how targeted strategies on social media, blog posts, and other platforms drive audience engagement, address brand challenges, and achieve measurable results.

Boosting Brand Engagement Through Social Media for a Lifestyle Brand

Increasing Traffic and Conversions Through Blog Content for an E-Commerce Platform

Top-Notch Tips For Writing A Brilliant Case Study

Learn the art of coming up with a case study that captures attention and communicates impact with these essential tips.

Know Your Audience : Tailor the content and tone to match the knowledge level and interests of your target readers for maximum engagement.
Choose The Right Subject : Focus on a case that highlights unique challenges and solutions, offering readers insightful takeaways.
Outline A Clear Objective : Define what you want the study to achieve, such as showcasing expertise or educating the audience on best practices.
Tell A Story : Engage readers by narrating the case in a story format, with a beginning (problem), middle (solution), and end (results).
Use Data To Support Claims : Strengthen your points with quantifiable data, like statistics or key performance indicators, to boost credibility.
Include Visuals : Incorporate graphs, images, and infographics to break up text and visually emphasize critical insights.
Highlight Key Challenges & Solutions : Detail the primary hurdles and how they were overcome, illustrating the value of your approach.
Showcase Real Results : Provide clear, measurable outcomes to demonstrate the study's success and effectiveness.
Keep It Concise : Avoid unnecessary details and focus on the most impactful information to maintain reader interest.
End With A Strong Conclusion : Summarize the impact, lessons learned, and how the reader can benefit from the insights presented.

Crafting an effective case study requires thoughtful preparation, clear storytelling, and an emphasis on real-world impact. Whether for business, healthcare, or academic purposes, a well-structured study highlights unique issues and solutions, backed by solid data and insights.

By following best practices and viewing examples across different fields, you’re equipped to develop informative case studies that resonate with your audience and demonstrate expertise.

Ready to take your writing skills to the next level? Opt for our college essay writing service for expert guidance. Besides, if you’re looking for a professionally crafted case study, visit our ‘ buy case study ’ service specially tailored to your needs.

Frequently Asked Questions

What is an example of a case study.

An example of a case study is a detailed analysis of a specific business or individual scenario, focusing on a problem faced, the solutions applied, and the results achieved. For instance, a case study might examine how a small business increased sales by adopting a new marketing strategy, showcasing the process and measurable outcomes.

How do you write a case study?

To write a case study, start by identifying a clear objective and selecting a relevant subject. Outline the problem, describe the solution implemented, and present the results with supporting data. Conclude with insights or takeaways that highlight the case’s impact or significance.

What are the 4 types of case studies?

The 4 types of case studies are:

Exploratory – Investigates an issue or problem to understand it better.
Descriptive – Provides an in-depth account of a subject within its real-life context.
Explanatory – Examines cause-and-effect relationships to explain why something happened.
Intrinsic – Focuses on a unique or interesting case, studied for its own sake rather than for broader insights.

Caleb S. (Education, Literature, Arts)

Caleb S. has extensive experience in writing and holds a Masters from Oxford University. He takes great satisfaction in helping students exceed their academic goals. Caleb always puts the needs of his clients first and is dedicated to providing quality service.

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27 Case Study Examples Every Marketer Should See

Updated: September 05, 2024

Published: August 13, 2018

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, I’ll go over the definition of a case study and the best examples to inspire you.

Table of Contents

What is a case study?

Marketing case study examples, digital marketing case study examples.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

Data-Driven Case Study Template
Product-Specific Case Study Template
General Case Study Template

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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.

This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.

A great case study also has research and stats to back up points made about a project's results.

There are several ways to use case studies in your marketing strategy.

From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.

Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.

In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

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Key Learnings from the Cognism Case Study Example

Use a table of contents to make your content more scannable and readable.
Talk about your process in detail to promote your ideas in your niche and gain authority.
Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

24. “ How SimpleLegal Grew Traffic 515% by Embracing the Quirks of Vertical SaaS ” by Animalz

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Showcase your company's success using these free case study templates.

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Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

Hero image with an icon representing a case study

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable

Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

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Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier

Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them.

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

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Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed.

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

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Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study.

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Screenshot of the Audible and Contentful case study showing images of titles on Audible

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content.

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} Zoom and Asana

Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials.

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='white']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='white']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-19a5n3-Link[data-color='primary']:hover{color:var(--zds-text-link-hover, #2b2358);}.css-19a5n3-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-19a5n3-Link[data-color='secondary']{color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-19a5n3-Link[data-color='secondary']:focus{color:var(--zds-brand-almost-white, #fffdf9);outline-color:var(--zds-brand-almost-white, #fffdf9);}.css-19a5n3-Link[data-weight='inherit']{font-weight:inherit;}.css-19a5n3-Link[data-weight='normal']{font-weight:400;}.css-19a5n3-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday

Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

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Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand.

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Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

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Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

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Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex.

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time.

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

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Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats.

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged.

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results.

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Writing A Case Study

Case Study Examples

15+ Free to Download Great Case Study Examples

Understanding Case Studies

A case study is a close look at a real person, group, event, or situation. It helps explain how things work in real life by using real examples.

For students, case studies are useful because they help connect what you learn in class to real-world situations. They help you critically understand challenges, solutions, results, and see how theories apply to real life.

When writing a case study , it’s important to include key details like the background, the problem, what was done to fix it, and the results. This helps readers understand and learn from the situation.

What to Include in a Case Study

A case study looks closely at a specific situation or subject. It helps people understand complex issues by using real-life examples. Here are the key parts to include in a case study:

Title: A clear title that shows what the case study is about.
Abstract: A short summary of the case study’s purpose and main findings.
Introduction: Background information on the subject and why it is important.
Objectives: What you hope to achieve with the case study.
Methodology: How you collected information or did your research.
Findings: What you discovered from your study.
Discussion: Your thoughts on the findings and what they mean.
Conclusion: A summary of the main points and any suggestions.
References: A list of sources you used in the case study.
Appendices: Extra materials, like charts or graphs, that support your case study.

Don’t miss out on this blog on case study format if you want to better understand how to cover these areas.

Case Study Examples for Students in Different Subjects

To write a case study, you must look at the examples first. By looking at real examples, students can better understand complex ideas.

Let’s look at these different types of case studies from different areas to see how they can make learning more effective.

Business Case Study Examples

Business case studies focus on how companies solve problems, improve operations, and make decisions. These case studies often show real challenges, the decisions made by the company, and the long-term results of those actions on the product or service’s perception.

For small businesses, case studies might look at things like content marketing, social media strategies, or improving products for potential customers. They show how businesses attract customers and grow over time.

Check out these data-driven case study examples below for inspiration:

Marketing Case Study Example PDF

Case Study Example About Potential Clients PDF

Business Case Study Examples With Solutions PDF

Social Work Case Study Examples

Social work case studies focus on helping people, families, or communities who are facing problems. These case studies show how social workers offer support, create plans to help, and work to improve people’s lives.

They help students learn how social workers deal with real-life challenges.

If you’re writing a social work case study, using a template can make the process easier. You can also check out some examples below for ideas.

Case Study on Helping Homeless Families

Case Study on Supporting Children in Foster Care

Social Sciences Case Study Examples

Social sciences case studies look at different aspects of society, like human behavior, culture, and history. They show how social rules, government policies, or historical events affect people and communities.

These case studies help students connect theories they learn in class to real-world situations.

You can also look at the examples below to get some ideas.

Case Study on Government Policy Effects

Case Study on Culture and Education

Environmental Case Study Examples

Environmental case studies focus on how humans interact with nature and the problems this causes, like pollution or climate change. These case studies show how people, governments, or companies try to fix environmental issues and protect the planet.

Check out these high-level examples created for you below for more ideas.

Case Study on River Pollution Cleanup

Case Study on Wildlife Conservation

Psychology Case Study Examples

Psychology case studies focus on understanding human behavior and mental health. These case studies often look at mental health conditions, treatment methods, and results. They help show how psychological theories apply in real life.

Check out the sample case studies below for ideas.

Psychology Case Study Examples PDF

Case Study Examples Psychology

Medical Case Study Examples

Medical case studies are detailed reports that focus on real patients and their medical conditions. They show the symptoms a patient has, the treatment they receive, and the results of that treatment.

Medical case studies help students and healthcare professionals learn by seeing how doctors and nurses handle real-life situations.

Patient Case Study Example

Patient case studies focus on one person and their health problems. They show what symptoms the patient had, the treatments given, and how the patient improved. These case studies help students understand how doctors make decisions and how treatments work.

If you're writing a patient case study, it’s helpful to use a template to organize your work. You can also look at the sample case studies below for ideas.

Case Study on Managing Chronic Illness

Case Study Examples Medical

Case Study Examples for Physiotherapy

Physiotherapy case studies show how physical therapists help people recover from injuries or improve their movement. They explain the types of therapy used, exercises given, and how the patient improves over time.

If you're writing a physiotherapy case study, using a template can make it easier. Look at the examples below for inspiration.

Case Study on Knee Injury Recovery

Case Study on Stroke Rehabilitation

Nursing Case Study Examples

Nursing case studies focus on how nurses care for patients. They explain the patient’s condition, the nursing care provided, and the outcome. Nursing case studies help students learn how to care for patients, work with doctors, and manage emergencies.

Using a case study template can help you write your own nursing case study. Check out the examples below for guidance.

Case Study on Critical Care Nursing

Case Study Examples Nursing

Counseling and Mental Health Case Study Examples

Counseling and mental health case studies show how therapists help people with mental health problems. They explain the therapy used, how the client improved, and the overall results. These case studies help students learn how mental health care works.

If you’re writing a counseling case study, using a template can make it easier. Take a look at the examples below for ideas.

Counselling Case Study Examples PDF

Mental Health Case Study Examples PDF

There you go!

We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!

Having said that, we do understand that some of you might be having a hard time writing compelling case studies.

But worry not! Our expert case study writing service is here to take all your case-writing blues away!

With 100% thorough research guaranteed, we can craft an amazing case study within 24 hours!

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Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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Many academic and business institutions develop and publish case studies. Some of these organizations provide free access to their case studies:

Acadia Institute of Case Studies Focuses on entrepreneurship and small business operations.
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MIT LearningEdge Case Studies Free case studies by MIT Sloan School of Management.
Penske. Logistics Case Studies
Society of Human Resources Management.
Open Case Studies Project by UBC The Open Case Studies project at UBC brings together faculty and students from different disciplines to write, edit, and learn with case studies that are free and open.
World's Best Case Studies Short video case studies covering topics including consumer goods, services, and technology.
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10 Case Study Examples to Inspire Your Marketing Efforts

Sudarshan Somanathan

Head of Content

June 20, 2024

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When your prospects are nearing a decision in their buyer’s journey, a strong case study can sway them your way. After all, everyone, even corporate decision-makers, loves a good story.

That’s why having satisfied customers showcase your strengths is more impactful than any self-promotion. It boosts credibility and earns you valuable recognition when potential customers come across these case studies.

No matter what you offer, case studies work because they build trust. They showcase real-life success stories , their detailed analysis proving your expertise and the quality of your products or services.

That’s why they’re crucial for organizational growth.

Intrigued? Read on to explore the different types of case studies, their practical applications, and some marketing case study examples.

By the end of this blog post, you will also have learned how to write a case study using a case study template. ✍️

Understanding Case Studies

1. illustrative case studies, 2. exploratory case studies, 3. descriptive case studies, 4. cumulative case studies, 5. critical instance case studies, 6. instrumental case studies, 1. lucanet and hubspot, 2. cartoon network and clickup , 3. callingly and zapier , 4. philips and github , 5. google ads and samsung, 6. movingwaldo and mailchimp, 7. shutterstock and workday, 8. pidilite and salesforce , 9. sentinelone and storylane , 10. benchling and airtable , stage 1: research and preparation, stage 2: producing the case study, use the clickup case study template.

A case study is a detailed study of how your product or service has helped past customers.

It acts as a track record of your company’s association with past customers and an insight into how they benefitted from your product offerings.

You can think of case studies as story-telling based on real-world data and results.

Potential customers trust them because of their attention to detail in describing exactly how you delivered results for past customers. And if the past customer is someone they know or identify with, acquiring their trust is far easier.

According to the Content Marketing Institute, 73% of marketers use case studies , as they are proven tactics to drive sales.

These studies are tailored to various industries, from business and marketing to psychology, technology, and healthcare.

Creating compelling business case studies requires precision and clarity, like drafting a professional document. That’s where creative brief templates come in handy. They provide a structured framework to outline key details and create case study examples that resonate with your target audience.

Types of Case Studies

Knowing the distinct kinds of case studies will help you use the best combination to influence your potential customers. We’ll also cover a few case study examples later on so you can see the different ways in which you or your marketing team can create your own case studies.

While one type of case study may help customers solve a business problem through a product/solution, others may be more suited for studying a specific event or business phenomenon.

Let’s explore the commonly used types and case study examples.

Illustrative case studies describe a particular situation, phenomenon, or event. They use two or more instances to show just what a situation is like . The aim is to provide context, make the unfamiliar more accessible, and provide a real-world context for abstract concepts or theories.

For instance, SaaS case study examples highlight how a software solution significantly improved a client’s sales and efficiency.

Lids, a leading sports apparel retailer, has experienced rapid growth in recent years. To manage this growth effectively, Lids implemented ClickUp , a project management platform, to expedite workflows, save time, streamline administration, and improve results.

With ClickUp, our teams are more collaborative, efficient and we’re all more on-top of our work. It has made the way we work so much better.

The case study demonstrates how integrating a robust project management platform like ClickUp can streamline operations, enhance efficiency, and support substantial organizational growth.

Exploratory case studies are conducted before a large-scale investigation to help pinpoint research questions and methods for a more extensive study.

These are often used when there is limited prior knowledge or existing theories about the subject. They are more frequently employed in social science disciplines.

For example, a research case study investigates the link between mental health disorders and social media usage in younger populations.

Researchers conducted a systematic review focusing on the impact of social media use on mental health . The study aimed to provide insights for future mental health strategies by analyzing the relationship between social media use and mental health outcomes.

Utilizing research plan templates can help structure such investigations, ensuring an in-depth analysis and data collection and analysis efficiency.

A descriptive case study starts with a descriptive theory as a foundation. It then attempts to find connections between the subject of discussion and the theory. These case studies rely on detailed qualitative data analysis to develop an argument.

Let’s consider a descriptive case study example on the usage of technology in classrooms focused on an elementary school in a suburban district during the 2011-2012 academic year.

This compelling case study highlights the importance of detailed, qualitative data in developing its argument.

A cumulative case study collects information from various sources to summarize past studies without increasing costs or time. It aims to aggregate data from multiple sources to draw broader conclusions.

For example, a case study on the impact of climate change on the Indian coastline aggregates data from various sources to provide a comprehensive summary of past research.

It highlights that climate change and climate variability pose significant challenges to this ecosystem.

Critical instance case studies focus on a unique or critical event to learn more about its causes and consequences. They are often used to investigate rare or significant events.

For instance, Blackboard utilized Amazon EC2 Spot Instances to scale its virtual classroom solution amidst the COVID-19 pandemic.

This case study demonstrates how Blackboard effectively managed a staggering 4,800% surge in video conferencing usage while optimizing costs and enhancing performance.

Instrumental case studies use a specific case to generate insights into a broader issue or to refine a theoretical explanation. They are more frequently used to explore complex concepts or theories.

The story of Accenture’s Global SAP System serves as an instrumental case study example.

It uses Accenture’s journey to create a unified SAP system to generate strategic insights into broader issues related to aligning business and IT strategies, standardizing business processes, and establishing global governance structures.

10 Case Study Examples for Different Use Cases

Exploring a variety of case study examples can help you understand the nuances of their formatting, data presentation, and brand positioning. Here are ten case study examples to inspire you.

LucaNet is an international finance company that provides performance management solutions. With a global customer base, it wanted to opt for automated, personalized marketing in addition to handling complex lead management.

HubSpot helped LucaNet automate its global marketing operations and bring all customer data into a centralized hub.

What do we like best about this case study presentation? HubSpot immediately showcases its key achievements at the top and provides compelling data on time savings, lead generation, and increase in MQLs.

✔️Takeaway : Highlight your measurable impact to showcase your ability to deliver tangible outcomes.

Cartoon Network’s social media team struggled with managing complicated workflows across different project management tools.

ClickUp provided them with a unified platform to execute their social media management needs and ensure all team members are on the same page.

ClickUp’s case study of Cartoon Network is a good example of the appropriate use of supporting visuals. Rather than simply stating that ClickUp’s flexible views improved Cartoon Network’s project management, it demonstrates them in practical use.

✔️Takeaway : Create separate sections highlighting your client’s problem and the benefits offered by your solution in bullet points. The usage of supporting visuals is a major plus.

Callingly noticed that Zapier customers tend to get more value from their platform. To capitalize on this, they wanted to educate their customers on how to use Zapier effectively.

Callingly embedded Zapier into its app, allowing customers to discover, create, and edit Zaps directly within the platform. This integration aims to give customers more control over their workflows and automate tasks seamlessly.

The integration makes it easier for customers to discover and use Zapier, reducing the need for customers to switch between platforms or manually set up Zaps.

This makes for one of the brilliant business case study examples, thoughtfully capturing how the company helped Callingly through compelling video demonstrations.

Their ‘why’ and ‘how’ sections are particularly impressive.

✔️Takeaway : Use impactful videos to engage users and educate customers on how your product works and help clients achieve impressive results.

GitHub’s case study of Philips concisely lists the customer’s problems, solutions, and products right on top for readers prone to TL; DR. It introduces the customer before presenting figures on how collaborating with GitHub helps Philips centralize their codebase.

You’ll also find excerpts from conversations with several Philips employees, including the principal engineer and the program director, who elaborate on their need for software and how GitHub assisted.

This case study example isn’t limited to products and solutions—it’s about listening to customers and providing real-world value.

✔️Takeaway : Having a well-written case study summary helps. Real conversations with customers and end-users can add interesting detail and value to otherwise serious (and sometimes boring) textual documents.

Google’s case study of Samsung is well-documented. It elaborately covers how Samsung utilized Performance Max, a goal-based campaign that lets advertisers access their advertising campaign across all of Google’s products from a single interface.

What we like about the case study example is how it is a potential guide for newer businesses to experiment with Performance Max for their own ad campaigns.

As with all of Google’s UI, the case study is minimalistic and straightforward. Yet, it leaves you wanting to experiment and try things out yourself.

✔️Takeaway : A good case study and a how-to guide don’t always need to be different. Great case studies don’t just make a point; they compel readers to take action and see the results for themselves.

Mailchimp’s case study is a detailed report on how MovingWaldo leveraged features like email and marketing automation, segmentation, A/B testing, and email marketing. It addresses the ‘how’, ‘why’, and ‘when.’

The case study page provides specific dates detailing when MovingWaldo implemented solutions and began observing their impact. They have also posted a short video describing the process, which breaks the monotony of reading long documents.

Another highlight is a brief section detailing the future course of action, conveying that the journey of success is ongoing with additional feature enhancements. The case study transcends from being an account of the past to offering insights for the future.

✔️Takeaway : Specificity, such as adding exact dates, helps strengthen your case studies. Video and other multimedia content can take it up a notch.

Workday offers glimpses of its case studies, letting you choose between reading the story or watching the video.

The case study begins with a powerful quote from the customer that demonstrates the impact of the solution. It then provides a brief description of the success metrics and highlights the core impact of the integration.

It addresses Shutterstock’s pain points, such as diverse data sources, team members, and workflows, and showcases Workday’s effectiveness in countering those.

While Workday keeps the case study short, it includes all the key details to educate the customer about the implementation. This is a great example of crafting a brief yet powerful case study.

✔️Takeaway : Short case studies are effective when well written because they pack a punch and tell a compelling story. Utilizing relevant quotes is also helpful.

In this case study example, Salesforce brings out its value with the opening lines. It then lists each point of impact created by the software integration and explains its process.

One of the best things about this case study is its organization (value summarized upfront) and thorough explanation of Pidilite’s challenges and how they were solved.

They also feature a ‘what next’ section detailing the next steps Pidilite plans to take in its collaboration with Salesforce, implying that they continue providing value to the customer.

✔️Takeaway : End your case study with a brief overview of your future collaboration plans with your customer. This tells your readers that the collaboration is ongoing and that you aim to keep improving your services to add value.

One of the Storylane case study examples

This case study example is an excellent showcase of customer success. What stands out is the use of a tabular format to list different use cases of Storylane’s software and provide a before-and-after for each use case.

The table works well to summarize key achievements in a way that’s easy on the eye. The ‘Before’ column details the company’s pain points, and the ‘After’ column highlights the results that were brought about once Storylane entered the picture.

✔️Takeaway : Using ‘before’ and ‘after’ succinctly in your case studies helps drive impact and make your case studies stand out.

We liked this case study example because it simply explains how Airtable assists Benchling in prioritizing collaboration and addressing customer needs.

It explains the functioning of the biology-first platform in a way that helps even non-technical readers understand the context.

The case study ends with an insight into Airtable and Benchling’s future collaboration plans, indicating that more is to come in the years ahead.

✔️Takeaway : Write a case study using simple language so customers can easily understand the product and software integration.

How to Create Your Own Case Study

We hope these case study examples have inspired you to portray your success over the years with some fantastic case studies.

While you may have ideas, feeling stuck with the marketing planning process is natural.

Here’s how you can create your own case study in six easy steps. We’ll divide the process into two stages, research and prep, and production.

Choose the customer: First, choose a customer willing to share their story and provide a testimonial and results. It’s important to choose a customer who has experienced significant benefits from your product or service since this will make your case study more compelling

Pro Tip: Not sure how to write an effective outreach email to enlist customer support for your case study program? Take help from ClickUp Brain’ s AI Writer to write persuasive copy. Moreover, you can email your customers directly from ClickUp!

Outline the customer’s journey: Detail the customer’s journey from start to finish, including their actions before, during, and after using your services

Pro Tip: Storyboard your case study with your team using collaborative ClickUp Whiteboards . Once you’re happy with the outcome, create a ClickUp Task directly from the whiteboard. Assign it to the relevant owners, add tags for easy filtering, and use ClickUp Brain to generate sub-tasks and a brief task description automatically.

ClickUp Whiteboard to build out your case study examples

Collect data: Gather quantitative and qualitative data on the company’s performance after using your services. This could include metrics like increased sales, improved efficiency, or higher customer satisfaction
Draft the case study: Begin writing the case study by introducing the company and providing background information. Next, discuss the challenges they faced before using your product or service. Then, detail the solution you provided and how it was implemented. Finally, showcase the results and benefits the customer experienced after using your product or service, using the data you collected to support these points

Pro Tip: Brainstorm possible case study formats and outlines with ClickUp Brain, your creative partner in this endeavor.

Get approval from the customer: Once you’ve drafted the case study, share it with the customer for their feedback and approval. This ensures that all the information is accurate and that the customer is comfortable with how their story is presented. It also provides an opportunity to make any necessary revisions

Pro Tip: Create a shareable case study in ClickUp Docs and share it with your customer in a single click for approval

Publish and promote: After obtaining the customer’s approval, publish the case study on your website, blog, or other relevant platforms. Promote it through various channels such as social media, email newsletters, and sales presentations

Pro Tip: When your case study is ready to be distributed, add the relevant owners for social media and email distribution by simply mentioning them in a task comment

Instead of the process we just outlined, you can also use ClickUp’s free case study templates to plan, structure, and execute your case studies to maximize the efficiency of your content marketing efforts.

ClickUp's Case Study Template is designed to help you capture ideas and insights from customer feedback.

With ClickUp’s Case Study Template , you can:

Gather data from distinct sources to analyze it and identify key takeaways
Craft compelling stories using an organized template to drive real impact
Collect ideas and note testimonials from clients to showcase real-life results
Create a visual journey of the customer’s software integration steps
Monitor and analyze the case study’s engagement
Collaborate with marketing team members to create the case study together

ClickUp helps marketing teams optimize the entire process of writing a case study, from collecting data to finally sending customers an email for approval.

Craft Effective Case Studies with ClickUp

Case studies are an excellent way to build trust with prospective clients and provide evidence for your claims. They exemplify how your products and services have aided others in reaching their business and marketing goals . Studying popular case study examples can help you ideate and find the perfect format for your own customer stories.

Collaborative work management platforms like ClickUp can help you plan and execute your case study project with ease. Draft customer success case studies showcasing results effectively using ClickUp’s Case Study Template. It not only provides you with a rough layout but also improves team collaboration, helps maintain consistency with the format, collects data, and much more.

Use the integrated AI assistant, ClickUp Brain, to generate outlines, write catchy copy, and brainstorm ideas. Put your case story together, along with the relevant links, images, and rich formatting, in ClickUp Docs and share it with stakeholders for input and approval.

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Case Study Samples

From written success stories to video testimonials, check out some of our best case study examples.

Lead generation is complex, which means that your best bet is to have multiple touchpoints on different channels designed to capture as many leads as possible.

While you’re setting up your lead generation funnel , remember that you need to have different touchpoints on your site itself, too. It’s not enough, after all, that they’ve landed on your site on their own; you need to convince them to convert as a lead or even as a customer once they’re there.

Case studies can help with this, allowing you to prove what kind of results your brand, product, or service can offer to real clients. You can back up what you’re promising, and show the how, what, who, and why questions that customers may have. They can help generate more leads and accelerate revenue quickly.

We’ve got some great resources on how to get the information on how to conduct great case study interviews and what makes case studies valuable , but today we’re going to look at 17 individual and diverse case study examples and talk about how to write great B2B case studies.

These examples all do something exceptional and approach their case studies a little differently, but they all have outstanding final results.

Ready to get inspired and get some actionable tips to write your own B2B case studies? Let’s get started.

How to Write Great B2B Case Studies

Before we start looking at different B2B case study examples, we want to first talk about what makes B2B case studies valuable and effective.

What All Great B2B Case Studies Accomplish

Case studies are most often used to build trust by proving that you’ve gotten a specific result for clients and that you can do the same for your existing leads. In many cases, case studies should:

Establish a persona or audience segment that the client fits into (which, in many cases, leads will relate to)
Explain what the client’s problem was before they started working with your brand
Detail what solution you offered to help the client (which should include some level of detail regarding the strategies, products, or tactics that you used)
Share the results, ideally the more specific (and numerical) the better; statistics that show improvements are golden
Feature a client impact statement or a testimonial if possible

You can use this as a guide post (or almost like a template) of how to get started with the content that you need to cover in your case study.

B2B Case Study Best Practices

When writing B2B case studies, you always want to follow these best practices:

Try to stick to a consistent template, that way as you create a fleshed-out case study section on your site, it will be scannable and familiar to leads
Tell a story, using a client’s problems and pain points to connect with potential leads and highlighting how you can help; think of the problem as the beginning of the story, the solution as the climax, and the results section as the resolution of the story
Be as detailed as you need to be, but as brief as possible; while B2B case studies can certainly trend much longer in length than most B2C case studies, you also want to make sure you’re offering value because if it goes too long, your customers will lose interest
Always include hard facts. Statistics, tactical solutions, and quantifiable data reign supreme here. They carry a case study, and they give you a nice impressive title to draw in the clicks, too.
Rely on great formatting. Do not write a case study that’s nothing more than a giant block of text. Use great formatting to keep the entire case study scannable and easy to read. Break it up with visuals whenever possible.

1. Breadcrumbs

Breadcrumbs has a number of content-based case studies on our site, and you know we had to feature these case studies first!

These case studies both accomplish everything we’ve discussed above; they detail a client’s problem and pain points, explain the solution, and share the results and client testimonials. All the major boxes are checked.

What these case studies do differently than most, however, is they use a content-focused approach. The case studies aren’t just boasting about the amazing results our clients have seen, but they actually share enough actionable information for other clients to replicate their success, too.

Let’s look at our case study, How to Reduce Your SLA by 99% . It discussed how a single client did reduce their SLA by 99%, but it also gives enough information that other users can discover how to use lead scoring to reduce SLA successfully themselves.

The case study is downloadable, which a “Download” button at the top of the page next to “Request Demo” and “Start Free” CTAs. It also features a well-formatted “What you’ll learn” section to engage users and assure them that they won’t just be reading about a client story, but they’ll walk away with something helpful.

One other thing to note here is that some B2B case studies can feel, for lack of a better word, a little cold. The client’s business name is mentioned, but pain points are relatively clinical and the tone is dull. That’s not the case with the Breadcrumbs case studies, where individual client contacts are referred to by first name and are written in a more conversational tone. It feels much more personal, and at the end of the day, we’re not just selling to businesses—we’re selling to the people who work for businesses.

2. AdEspresso

Want to turn your case study into a lead magnet? This case study example from AdEspresso is an excellent demonstration of how to use case studies not only to pique users’ but to actually convert them to leads.

Here’s how it works:

People go to the case study part of the site, find it through organic search, or are referred there by email, paid social ads, or blog posts
They read the title and the description, which mentions the company name, what was accomplished, a brief explanation of how (here, it’s split testing, targeting new and existing audiences, and AdEspresso)
The description gives a concrete result–“GlobeIn doubled its revenue”
They encourage users to download the PDF

While most of the case studies that we’re looking at are published on their brands’ sites, this one works as a lead magnet. When users click the “Download PDF” CTA, they’re taken to a landing page with a lead form.

The landing page touches more on what results were achieved, but still requires users to download the PDF to find out exactly which strategies were used. This works because the case study isn’t just stating “our tool gets more results,” it also offers strategic insights similar to a blog post that readers can leverage to improve their own campaigns.

If you create case studies that get strategic and are heavily content-based instead of just sharing results, they can act as a different kind of touchpoint in the digital sales funnel .

3. Freshbooks

Most businesses have multiple different buyer personas and audience segments that they’re targeting at any given point in time. When you want your case studies to really be effective, publishing diverse content that really speaks to each of those segments is crucial.

Freshbooks ’ case study examples really showcase how you can do that well. Their case studies feature brief customer stories from “relatable” small businesses (aka not mega CEOs of Fortune 500 companies, who are not Freshbook’s core Facebook target audience) talking about how their business used the tools to benefit.

You can see the different personas represented here. One is an agency that wanted to scale quickly; one case study example featured a growing franchise. Another was for a small business that needed help with tax prep, and the last pictured here is a freelancer who uses the invoicing software’s time tracking features to measure productivity and assess rates.

These are four very different types of businesses, and it shows potential leads in each audience segment that there’s a reason they should use this tool. By highlighting different use cases, it can increase lead generation for all high-value audiences by appealing to their specific needs instead of just highlighting general stories that would appeal to all.

4. Disruptive Digital

Disruptive Digital is a paid social agency while a high-level holistic approach to advertising. Instead of looking at “general best practices” that you could find on ten other blogs in five seconds or less, they offer strategic insights that showcases how they really get their customers result. They make case study examples a central part of a large number of their blog posts.

They’ll write a blog post about a high-level topic like “how to calculate your target ROAS,” and then show a case study with real client data to walk you through the process. This is more powerful than hypotheticals when you’re talking about data-driven PPC campaigns, and they always use it to back up their arguments as well as teach a strategy.

While these case study examples aren’t on a dedicated landing page, they work by appealing to users more towards the top of the funnel . It helps to build trust and establish credibility early while setting their blog posts apart. It’s good for their content marketing and lead generation efforts.

5. CoSchedule

CoSchedule is a well-known SaaS content and social media planning and organization tool, and their case studies are phenomenal.

They do a few things well. The first is by featuring different types of clients in their case studies. In the case study example below, they’re showcasing not a brand, but a University alumni group.

Their formatting is also great. The first thing you see is “This 5-Person Marketing Team Managed 12x More Work While Working Remotely” in bright blue across the top of the page. They’ve also got a quick-reference, quick-facts bar on the side of the case study that lists the brand name, the brand’s site, the industry, company size, and marketing team size. Here, you can download a PDF of the case study, and immediately under there is a CTA to request a demo (also in blue, ideally to have the eye go from the headline to the CTA).

The case study itself is well written, and you can read the full study here . It breaks things down by sharing the challenge, the solution, and the results. As you can see below, they have a graph in bright colors to showcase exactly how impactful those results were, with the results in bolded text underneath it. They finish it off with a quote from a key team member to really drive it home.

As far as case study examples go, this one is pretty perfect. The design is excellent, with quick-reference data, important facts highlighted, great design elements to draw the users’ eye and attention where you want it, and a customer quote. They also have a strong CTA to get in touch, which can get the process moving quickly, or the option to download the case study (turning it into valuable content and a lead magnet) if the customer chooses.

6. ONESOURCE

ONESOURCE is a tax preparation product from Thomas Reuter’s, and the site features the below case study of The Cheesecake Factory—a major American brand—to help showcase value and generate sales.

As far as design goes, this case study is clean, organized, and condensed. It’s like a digital brochure, with all the information cleanly broken down into bullet points, key quotes and statements, and subheadings.

They share only the core information that’s needed (including what products were used, what was accomplished, and data about the Cheesecake factory’s tax department) and nothing that isn’t. It’s to the point and highly effective.

Slack is one of the most popular instant communication chat tools available right now, and especially after everyone had to work from home during the pandemic, we’re guessing a large number of readers are familiar with the platform.

Their case studies are, as you’d expect, strong and well-written. They’re longer and read almost more like a story-driven blog post than studies like CoSchedule’s fast-facts, brief-and-to-the-point content. But this works for this brand; storytelling is powerful, after all, and it’s memorable and relatable.

In this case study, they use storytelling to really highlight the company’s pain points, focusing on how shopping habits changed and impacted businesses during COVID-19. They focus on Shipt, a grocery-delivery company that was thrust into high demand quickly.

The case study talked about how Shipt had been using Slack for years, but how they really embraced advanced features and integrations during COVID to get the most out of the platform. They then share how the company uses it, and share data and statistics about usage .

There’s a quote from the director of IT in there, too, to stress the importance, and you’ll see they have a “quick facts” tab on the side with a powerful quote that highlights the value, key integrations that were featured, and a CTA to both contact the sales team and to try Slack for free.

They have a full page of case studies available, all of which state what Slack helped accomplish in a storytelling format as opposed to going hard with the data upfront. This feels more casual, but is just as powerful.

8. Culture Amp

We’re going meta. We just looked at case study examples from Slack, and now we’re going to look at a case study example about Slack.

Culture Amp helps brands maintain and facilitate their desired communication culture through feedback and communication response.

This case study features my favorite quick facts tab, sharing the brand name featured in the case study, a sentence each about the challenge, solution, and result. And there is, of course, that “request demo” CTA.

The case study does a few things that you don’t see a lot. They introduce two of the key figures in the Slack department who worked directly with Culture Amp, giving it a more personal touch and adding more credibility to the study.

It’s also well-written and engaging to read. Sentences like “Company culture is Slack’s North Star” aren’t your standard technical and almost clinical “just the facts, ma’am” approach to case studies. The case study is longer than some others, but the creative writing can keep you hooked, and it thoroughly explains how the single brand used the product and services to excel.

9. KlientBoost

We’ve already looked at one case study from a marketing agency, but the way KlientBoost has their case studies set up, it’s well worth taking a look at another.

Their numerous case studies are found under the “Results” tab on their site, making them all readily visible and easy to locate. It also increases the odds that users will stumble across the case studies on their own, even if they weren’t intentionally looking for them.

And one thing worth noting: They’ve got a sorting feature to “show me clients who” meet certain qualities like “are worth billions, “got acquired,” “have small budgets,” and “have crazy complex offerings.”

This is an easy way to tell all of their potential clients that “yes, we take clients like you and get results!” while making it simple for them to find proof.

The case study itself is of course well-written and designed, too. You’ve got a bold, color-contrasting header at the top in large text that lays out core benefits (x results in just three months), with more detailed results visible on the side.

They also break down the different advanced advertising features they used, a customer quote, and an image of what the ads looked like to bring the whole thing together. This shows prospective clients exactly what they can expect when working with the agency, and it builds a massive amount of trust.

10. Omnivore

Omnivore.io is a menu management tool designed specifically for restaurants that integrate with other tools to streamline the guest experience.

The content we’re going to look at is a great example of case study creation for hyper-niche industries that have specific needs.

It’s presented as a standard blog post, but the H1 title says exactly what benefits the company achieved, and they still have a “more seating options, more problems” header to present the challenge in a creative way.

They then explain how the TableUp app works with Omnivore’s tech and other integrations to be able to offer additional services to customers like adding their party to a restaurant’s waitlist, joining email lists for points, making to-go orders, and more.

They also shared an example of how a real client (Budweiser) used the feature, and included a blurb about the integrating tool.

You’ll notice that this case study looks a little different from others that we’ve looked at. It doesn’t have a lot of hard numbers or super detailed examples, but it works because it showcases a specific integration and details specific uses.

This is, in many cases, going to be an audience focused on use case value more than just statistics; if the tool can do what’s needed, that’s what they’re going to care most about. So this formatting works.

11. Pepperi

We’re on a food-themed case study roll right now! Next, we’re going to look at a case study of how Chex Finer Foods worked with the Pepperi omnichannel B2B Commerce.

This case study is long . It’s much longer than the others that we’re looking at, with 6 total pages of content (though some are heavily dominated by images). See the entire case study by clicking above.

Here’s why it works though: They keep the “Challenges” brief and the client breakdown visible right upfront to show users why they should care.

The solutions section is also brief, explaining how Pepperi solved the company’s challenges. That all happens within the first page of the case study.

The rest of the study has five pages that look like this, showing visuals that highlight the exact product that users received when working with Pepperi. There’s no hypothetical mock-up; you get to see the mobile app design , the site, the home page here. Other pages show how search results work for brands with extensive inventories, along with features like analytics, multi-product views, and more.

For customers who really want to understand what they’re getting and why they should choose this particular service, there’s no doubt. They can see what the interface looks like, and what real clients’ platforms offer.

12. DOTVOX

DOTVOX sells hosted VoIP business lines to their clients.

There are a few reasons I really liked this particular case study.

First, they do a great job showcasing how their specific technology can benefit a specific type of client: a multi-site company that needs help with business communications. This is niche enough that some other tools may not be able to help (or that may be a concern that some customers have).

They also focused the case study on a business in the financial industry, letting other clients in that niche know that they offer secure communication options suited for banks, mortgage lenders, and more. These are high-value clients, so it’s a solid choice.

Later on in the case study, they break down the individual results, services, and solutions achieved. The “Feature-rich” part is my favorite; they detail unique features that other tools may not offer and explain briefly how they work.

Potential leads reading this can get a good idea of what’s possible.

13. PortaFab

Last but not least, we’ve got this case study from PortaFab .

The reason I really wanted to look at this particular case study is that it’s not selling a service or a SaaS tool; it’s a physical product being sold to businesses. That automatically changes things up a bit.

They, of course, have a brief overview of what the project entailed, but it’s organized a bit differently. They featured the challenge on the right side of the case study and the project overview and benefits provided on the left.

Underneath this, however, they’ve got their solution featured, along with an extensive photo gallery showing the finished project.

Allowing customers to easily visualize the end result is important for physical goods, so this was a smart call.

14. Strands Retail

Strands Retail sells personalization and product recommendation software to eCommerce brands. Their case study below features the work they did for mega-brand Chewy.

Featuring this particular client was smart. Chewy is highly regarded for the exceptional customer service experiences they provide, so linking themselves to the brand is a good move. It’s also a massive company, and since the case study focuses on the fact that Chewy needed a solution that scaled with their brand, it gives them outstanding credibility in terms of the potential to serve enterprise-grade clients.

The case study is visually solid and well-designed, too. Since not all leads want to read the details and just want a few quick stats, featuring a few impressive key stats at the top in contrasting colors or with graphics (which they do here) can get the point across quickly and really exemplify how beneficial the product was.

15. Codeless.io

Like Breadcrumbs, Codeless.io takes a content-heavy approach to the case studies they feature on their site.

They don’t just want to show results (which are crucial for a content marketing agency to do in order to leverage trust), but they want to prove that it wasn’t just luck. They got their clients real, sustainable results with careful processes, and they can do the same for you, too.

Let’s look at an example. Their Loomly case study boasts an impressive 827% increase in CTR by updating the client’s existing content. This is smart, because it highlights a service many agencies may not offer and demonstrates the value of the service to clients who may be reluctant to spend on updating existing content.

The case study itself is written and formatted almost like a blog post and case study hybrid. You’ve got the essential details about the company listed off to the side, but there’s also an entire H2 section that details more about the business in question.

They also are incredibly transparent in the processes they used to help their client obtain impressive results, and this is something you won’t see many agencies do because they don’t want to “give away their secrets.” This builds trust, however, because clients can see that there is an actual strategy and that the company can help them, too. Everyone walks away from the case study without a doubt that Codeless was responsible for these results, not luck.

16. WizeHire

WizeHire is a hiring platform that helps businesses find the types of applicants they’re looking for, and their case studies do an outstanding job showcasing exactly how their products work and how they impact clients.

This case study , in particular—which features their client over at Mazda—is a great case study example to look at.

Their formatting is a little different than some of the others on this list, but it’s still undeniably effective. Towards the top of the case study, they have a “How We Helped” section. It introduces the point of contact, the client’s past pain points, and basic “before and after” points to highlight the value of the tool. This is a great quick overview to introduce readers to high-value concepts quickly.

They also use multiple media here, including images, video, and diverse text formatting. This makes the case study visually appealing and more engaging. If you want to just skim quickly through bullet points you can, but there’s also a video where the client raves about their experience.

And, of course, you’ve got a detailed results section highlighting how the client received long-term value from the product, featuring great statistics and a strong client testimonial.

Kosli is a highly technical tool for software developers and dev ops teams, and their case studies are a great example of how to discuss extraordinarily technical topics in an approachable way.

Let’s look at this case study , which promotes how their client Firi delivered over 100,000 changes without worrying about compliance. The case study itself is relatively short, but that’s okay, because it doesn’t need to be long to be effective.

It efficiently stresses that Firi operates in Norway, which has some of the most demanding sets of regulatory standards across the globe. That automatically assures customers that no matter where they’re based, this tool can help, making this client selection for the case study a great choice. They also explain the value upfront—100,000 changes and a proven audit trail if needed.

The formatting of this case study is smart, cleanly listing common challenges and then solutions. They had a “counterpart” solution, if you will, for each challenge listed, showing how they were able to help the client directly.

And while there isn’t a long list of statistics or improved performance in this case study, that’s okay, too; not every case study absolutely needs that. Instead, they have an explanation from their client (a CTO of the company), who explained why the software was so invaluable for their needs.

Final Thoughts

Case studies can be powerful tools used to generate and convert leads, boosting your overall revenue. And as you can see above, there’s no one-size-fits-all requirement for what an effective case study looks like or even where it should appear on your website . Take some time to think about what information you want to present and how it would be most effectively portrayed to your leads. This is a good starting point, and make sure to remember to get your design team’s input, too, so it looks and reads well.

Ready to get more conversions from the case studies you’re creating? Make sure your sales team is ready to nurture incoming leads with lead scoring! Book your free demo of Breadcrumbs today.

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Sample Case Studies Used In Research
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49 Free Case Study Templates ( + Case Study Format Examples + )
49 Free Case Study Templates ( + Case Study Format Examples + )
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15+ Professional Case Study Examples [Design Tips + Templates]

COMMENTS

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Dec 12, 2024 · 15 Real-Life Case Study Examples. Now that you understand what a case study is, let's look at real-life case study examples. You'll find simple case study examples that break down complex ideas into easily understandable solutions among these. Here, I’ll round up SaaS, marketing, sales, product and business case study examples with solutions.
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Sep 5, 2024 · Key Learnings from the Amazon AWS Case Study Example. Write a new article each year featuring one of your clients, then include links to those articles in one big case study page. Consider including external articles that emphasize your client’s success in their industry. 8. "HackReactor teaches the world to code #withAsana," by Asana
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Jan 26, 2024 · A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot.
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Nursing Case Study Examples. Nursing case studies focus on how nurses care for patients. They explain the patient’s condition, the nursing care provided, and the outcome. Nursing case studies help students learn how to care for patients, work with doctors, and manage emergencies. Using a case study template can help you write your own nursing ...
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Jun 20, 2024 · Let’s explore the commonly used types and case study examples. 1. Illustrative case studies. Illustrative case studies describe a particular situation, phenomenon, or event. They use two or more instances to show just what a situation is like. The aim is to provide context, make the unfamiliar more accessible, and provide a real-world context ...
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Check out some of our most recent samples of written and video case studies in multiple formats—from examples of written assets to testimonial videos and beyond.
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Jul 26, 2023 · Freshbooks’ case study examples really showcase how you can do that well. Their case studies feature brief customer stories from “relatable” small businesses (aka not mega CEOs of Fortune 500 companies, who are not Freshbook’s core Facebook target audience) talking about how their business used the tools to benefit.