This is a preview of your story

Powered by


9 Converting Case Study Design Examples that Drive Sales

Get inspiration from case study design examples that persuade and drive action, learn tips on how to design a case study, and grab quality templates.

Dominika Krukowska

7 minute read

Case study design examples
Trusted by top companies:
client logo: meta
client logo: RTL
client logo: Yotpo
client logo: NetApp
client logo:
client logo: deliverlight

Short answer

What makes converting case study design?

A converting case study design combines clear and persuasive storytelling with impactful visuals. It shows rather than tells your client's success story. It employs interactive elements, mixes videos, animations, images, and text, and includes live graphs and charts which together improve engagement, memorability, and conversion.

Neglecting case study design can cost you sales

In the competitive world of marketing, every tool in your arsenal counts. And as it turns out, case studies are not just a tool—they're a powerhouse.

For 2 years running, case studies have been ranked as the top sales driver, with 40% of marketers finding them highly effective.

But here’s the catch: getting your case studies wrong can backfire. If your case study content or design is weak, this reflects on you. Which has the effect of making your company seem untrustworthy.

Simply put, by not giving due attention to your case study design, you're not just missing out on potential sales, you might also be pushing away prospects.

This guide will teach you how to design case studies that build trust and resonate with prospective customers. I’ll also throw in some case study design templates to make your case study creation process a breeze.

Let’s go!

What is the biggest challenge in case study design?

The main challenge in case study design is the costly back-and-forth with designers, developers, and content writers. Bouncing ideas and adding client feedback can stretch production time and budgets.

Just so you know…Storydoc solves all this by automatically adapting any content changes you make to design (including charts and graphs) and aligns it with your branding. This makes the process easier for you, reduces back-and-forth, and saves you money.

What is the best file format for case study design?

Choosing the right format is key to maximizing your case study's reach and impact. Let’s explore the options:

1) Storydoc

Storydoc is a scroll-based format that transforms your content into a visually engaging narrative. While it provides a seamless flow and dynamic presentation, those used to traditional layouts might find it a bit different.

2) Webpage

Webpage is essentially a digital page on the internet. It's accessible from anywhere, easy to share via a link, and can be updated in real-time. The downside? It's dependent on an internet connection.

3) Flipbook

Flipbook offers a digital reading experience that mimics the feel of flipping through a physical book, enhanced with interactive elements. It's immersive, but some might prefer more straightforward document formats.

4) PDF

PDF is a widely-used digital document format that maintains its appearance across different devices. It's reliable for offline viewing and sharing, but lacks the interactive features of some newer formats.

5) PPT

PPT, short for PowerPoint, is a slide-based format that’s great for in-person presentations. It allows for dynamic visuals and is familiar to many, but it’s less innovative compared to some of the latest design trends and doesn’t engage modern audiences.

What are the main types of case study design?

  • Static case study: Traditional format, mostly text-based, easy to produce, and straightforward in presenting information and results.

  • Multimedia case study: Combines text with videos, images, and audio, offering a richer, more engaging experience for the audience.

  • Interactive case study: This is where design takes center stage. With clickable elements, animations, and dynamic layouts, it turns passive reading into an engaging journey.

Here’s what a static and interactive presentation look like side by side.

Static PDF or PPT
Interactive Storydoc

Case study design examples that tell a persuasive story

A great case study is not just about the story it tells, but also how it's presented. The design plays a huge role in making your audience feel connected and engaged.

A well-designed case study can make the difference between a quick skim and a deep dive into your content.

Creating that perfect blend of compelling narrative and eye-catching design might seem challenging, but with the right inspiration, it's totally achievable.

Let’s explore some case study design examples to inspire your own:

Simple case study design

A light and airy design that feels welcoming. Neutral colors set a calm backdrop, allowing the video on the cover to take center stage.

With plenty of image placeholders, it's easy to mix text and visuals. The running numbers add a fun touch, making data easy to understand.

Marketing case study design

This design in rich in blues, ranging from soft pastels to deeper hues. Dynamic variables ensure quick personalization, while content grouped in tabs offers structured storytelling.

The timeline slide, combined with dataviz elements, crafts a compelling narrative that's both visually and informatively rich.

UX case study design

A muted gray palette sets the stage for content to shine. Dynamic variables allow for on-the-fly customization, while media arrays are perfect for presenting different focus groups.

Dataviz elements turn numbers into stories, and tabbed content organizes information efficiently. The 'Read more' button cleverly hides additional text, ensuring a clutter-free design.

Real estate case study design

A visual treat for a visual industry. Image placeholders let your listings shine, while data visualization elements present property trends or comps effectively. The interactive slides guide readers, making every property tour a memorable journey.

Medical case study design

A therapeutic blend of blues sets a professional yet calming tone. Full-screen stock images and videos from the healthcare industry are overlaid with text. The narrated design and mix of text and visuals give a full view while keeping things tidy.

Business case study design

A lively mix of yellow and green breathes life into this design. The cover captivates with dual image/video placeholders, setting the tone for what's inside.

Dataviz elements transform data into visual tales, while tabs segment content for easy navigation. The design ensures that even with added text, the layout remains uncluttered and aesthetically pleasing.

Light mode case study design

Here's a design that's crisp and refreshing. A hint of blue perks up the overall look, making your content pop without overwhelming. The layout is spacious, using white space smartly to let your content breathe.

It's all about presenting your case study in a way that's both visually pleasing and super easy to follow.

Modern case study design

A refreshing design that plays with various shades of blue. The layout is thoughtfully crafted, with generous white space allowing each element to breathe.

Dynamic variables allow for tailored presentations, while the logo placeholder adds a personal touch. Text and image placeholders, easily refined with AI assistance, ensure your message resonates powerfully.

Dark mode case study design

This design is a bold choice that pays off. The mix of deep black and bright blue creates a striking contrast that's sure to grab attention.

Beyond the colors, the layout is crafted to showcase your content in the best light, making your case study a blend of style and substance.

Case study design best practices

While the content narrates the story, the design ensures it's heard, understood, and remembered. Let's dive into the design practices that can elevate your case study from good to exceptional:

1) Use narrated design - scrollytelling

This isn't just a trendy term; scrollytelling transforms the way people consume and interact with the content by offering a guided, cohesive experience.

As they scroll, each section seamlessly transitions to the next, making the narrative more engaging and memorable.

Here's an example of scrollytelling by one of our clients:

2) Personalize your case study

Generic designs are forgettable. Tailor your design elements to mirror your audience's industry, challenges, and aspirations. By making your case study personally relevant, you're not just sharing a success story; you're showing them a potential future.

Here's what a personalized slide looks like:

Personalized presentation example

3) Use high-quality visuals

Every visual should serve a purpose. Whether it's an image, an icon, or a background shade, it should add value to the narrative. Prioritize visuals that complement the content, guiding the reader's eye and reinforcing key points.

4) Visualize your data

Numbers validate your narrative, but blocks of percentages and figures can be daunting. Transform this data into compelling visuals. Graphs, pie charts, and infographics can make data not only digestible but also persuasive.

Here's an example of interactive data visualization elements:

Interactive data visualization slide

5) Use interactive elements

Interactivity is more than just a design perk; it's a tool for engagement. Hover effects, pop-up annotations, or even embedded videos can turn a passive reading session into an interactive exploration, deepening the connection with the content.

Here’s an example for you. Scroll down, play around with it, click on things, feel the difference between reading a static document and interacting with a scrollytelling case study.

Here's an example of an interactive slide:

Interactive slide

6) Use consistent branding

Consistency creates trust. Your case study should be an extension of your brand identity. A consistent use of colors, fonts, and design motifs not only reinforces brand recall but also adds an air of professionalism.

Storydoc automatically takes care of your branding for you. Maybe you’d like to give it a try.

Auto design adjustment

7) Make sure it’s optimized for mobile viewing

With a significant chunk of users accessing content on mobile, responsiveness isn't optional; it's a must. This means responsive design, readable fonts, and touch-friendly interactive elements.

Here's an example of responsive design:

Mobile-responsive design example

8) End with a clear CTA

A case study, while informative, also serves a purpose. It could be to drive more inquiries, encourage product trials, or simply to share more insights. A well-placed, clear call-to-action guides the reader on the next steps, making the content actionable.

Here's an example of a next steps slide:

Last slide of presentation

9) Apply a balanced layout

A well-designed case study strikes a balance between text and visuals. Avoid cramming too much information on a single slide. Instead, ensure there's a harmonious blend of words and images, making the content both informative and visually appealing.

10) Use white space

Don't underestimate the power of simplicity. White space, or the empty space around your content elements, gives your design breathing room. It makes the content easier on the eyes and helps highlight key information.

Case study design mistakes to avoid

A well-designed case study can build trust with your audience and ultimately drive sales, but there are some design mistakes that can reduce its impact. Let’s explore the most common ones and how to avoid them:

1) Don’t design your case study as PDF

While PDFs are universal, they can be limiting in terms of interactivity and adaptability. In a digital age, consider more dynamic formats that enhance user experience.

2) Don’t overload with too much visual content

Visuals can enrich your story, but too many can distract. Aim for a balance where visuals complement the text, not overshadow it.

3) Don’t use low-quality images

Blurry or pixelated images can undermine your case study's credibility. Always choose high-resolution images that add clarity and professionalism.

4) Don’t neglect mobile optimization

These days, a third of all decks are opened on mobile devices. If your case study isn't mobile-friendly, you risk alienating a significant portion of your audience.

5) Don’t make it too text-heavy

While details are essential, long blocks of text can discourage readers. Break up the content with relevant visuals, headers, and bullet points to enhance readability.

6) Don’t hide your CTAs

Your call-to-action is the bridge between engagement and action. If it blends in too much, readers might miss out on the next steps. Ensure your CTA stands out and is easy to spot.

7) Don’t clash color schemes

Picking the right colors sets the mood. Go for shades that look good together and are easy on the eyes.

8) Don’t overuse stock images

Stock photos are convenient, but using too many can make your case study feel less personal. Try to mix in real photos to give it a genuine touch.

Interactive case study design templates

Imagine spending hours, even days, wrestling with design tools, trying to craft a case study from scratch. Or, just as bad, non-stop synchronizing with a designer and a developer on making your vision come to life.

The struggle is real. That’s why I put together a library of interactive case study design templates to make things easier.

These ready-to-use designs transform your success stories into immersive experiences, making your audience feel part of the journey. No more fussing over layouts or visuals; just plug in your content, and voilà!

Grab one.

No templates found
Dominika Krukowska

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Grab a case study template

Create your best case study to date

Try Storydoc interactive case study creator for 14 days free (keep any presentation you make forever!)