6 Steps to Create a Business Case Study That Converts

Learn how to make a case study presentation for marketing. Develop a script, know what questions to ask & how to write & structure it. Plus examples & samples.


Dominika Krukowska

8 minute read

how to create a business case study for marketing

Are you looking to create a case study that showcases your business's successes and drives results? Look no further!

In this article, we'll provide you with tips, examples, and tools to help you create a powerful case study that tells a compelling story and showcases the value of your products or services. Whether you're a small business owner, marketing professional, or entrepreneur, you'll find valuable insights and practical advice in this guide.

So let's get started!

Why is it important to create a good case study?

There are several reasons why it's important to create a good case study:

  1. Demonstrate the value of your products or services: A case study is a great way to showcase the real-world value of your products or services. By providing concrete examples and demonstrating how your offerings have helped specific customers solve problems or achieve their goals, you can build trust and credibility with potential customers.

  2. Establish your company as a thought leader: A well-written case study can help establish your company as a thought leader in your industry. By highlighting the unique features of your products or services and the innovative solutions you offer, you can demonstrate your expertise and establish yourself as a go-to source of information and guidance.

  3. Generate leads and drive sales: A case study can be a powerful marketing tool, helping to generate leads and drive sales. By sharing success stories and highlighting the tangible benefits your products or services have provided to customers, you can motivate potential customers to take action and make a purchase.

  4. Build customer loyalty: A good case study can help build customer loyalty by showing that you are committed to helping your customers succeed. By demonstrating the value you provide and the positive impact you have on your customers' businesses or personal lives, you can foster a sense of trust and create long-term relationships with your customers.


Overall, a well-crafted case study can be a valuable asset for any business, helping to establish credibility, drive leads and sales, and build customer loyalty.

How to prepare for creating a case study?

To prepare for creating a case study, consider the following steps:

  1. Define your goals: The first step in preparing for a case study is to define your goals. What do you want to achieve with your case study? Are you looking to showcase the impact of a new product or service, or highlight the success of a marketing campaign? Clearly defining your goals will help you focus your efforts and ensure that your case study is aligned with your business objectives.

  2. Identify your target audience: Who will be reading your case study? Understanding your target audience is crucial to creating a case study that resonates with them. Consider the demographics, needs, and interests of your target audience, and tailor your case study to appeal to them.

  3. Choose a customer or client: Once you know your goals and target audience, it's time to select a customer or client to feature in your case study. Choose a customer or client who has experienced significant results or benefits from using your products or services. Consider factors such as industry, company size, and the challenges they faced before working with you.

  4. Gather relevant data and information: To create a compelling case study, you'll need to gather data and information about your customer or client's experience with your products or services. This could include metrics such as increased sales, reduced costs, or improved efficiency. You'll also want to collect quotes, photos, and other supporting material to bring your case study to life.

  5. Plan your content and structure: Before you start writing, take some time to plan out the content and structure of your case study. Consider the key points you want to make and the best way to present them in a clear and engaging way. You may want to include sections such as an overview, background information, the challenge faced, the solution implemented, and the results achieved.


By following these steps, you'll be well-prepared to create a compelling case study that showcases the value of your products or services and engages your target audience.

How to set up a case study?

To set up a case study, consider the following steps:

  1. Determine the format: The first step in setting up a case study is to determine the format. Will it be a written case study, a video, or a combination of both? Consider the strengths and limitations of each format, and choose the one that best fits your goals and resources.

  2. Select a case study template: If you're creating a written case study, consider using a template to help you organize your content and ensure a professional look and feel. Look for a template that includes sections for an overview, background information, the challenge faced, the solution implemented, and the results achieved.

  3. Set up a project timeline: To ensure that your case study is completed on time, set up a project timeline that includes deadlines for each step of the process. This will help you stay organized and on track.

What are the main steps to creating a case study?

Creating a case study can seem like a daunting task, but by following a few key steps, you can create a compelling and effective case study that showcases the value of your products or services and engages your target audience.

The Hook: Grabbing Your Audience's Attention

Just like a good book or movie, your case study presentation needs a hook to grab your audience's attention. Make the most of your few seconds to make a good first impression!


  • Use a surprising statistic or fact related to the case study

  • Show a personal story or testimonial that illustrates the problem or solution

  • Ask a thought-provoking question related to the case study


For example, if you're presenting a case study on a new app that helps people save money, you could start with something like this:


"Are you aware that the typical American consumer loses $1,500 annually on impulsive purchases? That's where our new app comes in. It helps people save money by curbing impulse buying, and we've already seen some impressive results. I'll be sharing those results with you today, but first, let me ask you this: How much money do you think you've lost to impulse buying in the last year? How much could you have saved if you had a tool like this?"

The Problem: Defining the Issue

The next step is to clearly present the problem or issue that the case study is addressing. This is where you lay the foundation for the rest of the presentation.


  • Be specific and use real-world examples to illustrate the problem

  • Use data and statistics to support your claims

  • Show the impact of the problem on the target audience


Here’s an example of presenting the problem in a case study about a new marketing strategy for a car dealership:


"For us, establishing a connection with younger, tech-savvy shoppers has been problematic. They're not responding to traditional advertising methods like print ads and billboards. In fact, our data shows that only 3% of our leads come from these channels. We have a problem with that because a large portion of the market for new cars is made up of millennials and Generation Z. We needed a new marketing strategy to reach this audience, and that's what we'll be talking about today."

The Solution: Presenting the Case Study

Once you've defined the problem, it's time to present the case study itself. This is where you show how your solution addresses the problem and what results it achieved.


  • Use a mix of text, images, and data visualization to present the case study

  • Use real-world examples and testimonials to illustrate the solution

  • Highlight the key results and ROI


Here’s a case study presentation example if you're writing about a new HR software that helps companies improve employee retention:


"Through the identification of at-risk employees and provision of the necessary support, our new software aims to help businesses improve staff retention. We've seen some impressive results so far. In just six months, our pilot companies saw a 25% decrease in turnover and a 20% increase in employee satisfaction. These results are not only good for employee morale, but they also save companies a lot of money on recruitment and training costs.”

The Method: How We Did It

To add credibility to your case study, it's important to explain the methodology used to collect data and test the solution. This section should provide a clear and detailed overview of the process, including any limitations or constraints.


  • Outline the research design and sampling methods used

  • Explain any data collection and analysis techniques used

  • Highlight any ethical considerations or limitations


Here’s a case presentation example for a new manufacturing process that improves efficiency:


"At our facility, we tested this novel manufacturing method. We collected data on the production time, material costs, and employee satisfaction for two weeks, before and after implementing the new process. We also surveyed employees to get their feedback on the new process. The results were clear: we were able to reduce production time by 30% and material costs by 20%, while also improving employee satisfaction by 15%. However, it's important to note that these results are specific to our facility and may not be directly transferable to other manufacturing environments."

The Results: Showcasing the Impact

This section is all about the results of the case study. It's where you showcase the impact of the solution and highlight the key findings.


  • Use data visualization and charts to present the results

  • Provide specific and measurable outcomes

  • Compare the results to industry benchmarks or previous performance


Here’s a case study presentation sample if you're describing a new training program that improves sales performance:


"Our new sales training program produced excellent results. On average, participants saw a 25% increase in sales within three months of completing the program. This was well above the industry average of 10%. Not only that, but we also saw a 15% increase in customer satisfaction, as well as a 10% decrease in customer complaints. These results speak for themselves - our training program is clearly making a big impact on sales performance."

The Takeaways: The Key Learnings

The final section is all about the takeaways and key learnings from the case study. This is where you summarize the main points and provide recommendations for others looking to implement a similar solution.


  • Summarize the main findings and results

  • Provide recommendations for implementation

  • Highlight any future plans or ongoing research


For example, if you're presenting a case study on a new product development process that reduces costs, you might say something like this:


"In summary, the process we used to develop our new products has been a huge success. We were able to reduce costs by 30% while also improving the quality of our products. We've learned a lot from this process and we're excited to share our findings with others. For companies looking to implement a similar process, we recommend starting with a thorough analysis of your current process and identifying areas for improvement. We also recommend involving employees in the process and gathering feedback throughout. Finally, we plan to continue researching and developing new ways to improve our product development process, stay tuned.”

The Presentation: Putting it All Together

Now that you've got all the pieces of your case study presentation together, it's time to put it all into a cohesive and visually appealing presentation.


  • Use a clear and consistent design

  • Use images, charts, and other visuals to supplement the text

  • Keep it simple and easy to read


For example, if you're creating a PowerPoint case study presentation, you might use a color scheme that aligns with your brand, include charts and graphs to display your results, and use images to break up the text and make it more visually appealing.

It's also important to practice your delivery and timing. Make sure you have a clear structure and flow to your presentation, and practice speaking in a clear and engaging manner. A good case study presentation should also be interactive and engaging, so be prepared to answer questions and have a conversation with your audience.

Tips on how to create an effective case study

Case studies are an effective way to illustrate a specific concept or principle in action, and can provide valuable insights for readers. To create an effective case study, it is important to follow a structured approach and pay attention to detail. ,


Here are some tips on how to make your case study as effective as possible:

  1. Identify a clear and compelling problem: The problem or challenge faced by the customer should be the focus of the case study, and it is important to clearly articulate and define this problem in the beginning of the case study. This will help to set the stage for the rest of the case study and provide a clear focus for the reader.

  2. Use concrete examples and data: To make your case study more effective, it is important to use concrete examples and data to support your points. This can include specific examples of how the solution was implemented, as well as data on the results achieved. By providing concrete examples and data, you can strengthen the credibility of your case study and help readers better understand the problem and solution.

  3. Keep it focused: A case study should be focused and concise, and should only include information that is directly relevant to the problem and solution being discussed. Including too much extraneous information can distract from the main points of the case study and make it less effective.

  4. Use clear and concise language: The language used in a case study should be clear, concise, and easy to understand. Avoid using jargon or technical language that may be unfamiliar to readers, and focus on communicating the key points in a straightforward and accessible way.

  5. Use engaging storytelling techniques: A case study is an opportunity to tell a story about a real-life situation, and using engaging storytelling techniques can help to make the case study more compelling and memorable for readers. This can include using quotes from customers or employees, or using a narrative structure to tell the story of the problem and solution.


Overall, an effective case study should be focused, concise, and use concrete examples and data to support its points. By following these tips, you can create a case study that is engaging, informative, and valuable for your audience.

Best case study templates to kickstart your efforts

Introducing our top-rated Storydoc case study templates! These templates have been carefully designed to ensure they can be used in any industry or situation, and they look great on mobile devices.

One of the standout features of these templates is their use of storytelling frameworks, which help keep readers engaged and help them better digest and remember the key takeaways of the case study. Whether you want to showcase the value of your offering or highlight the success of a past campaign, these case study templates can help you get your message across.

So if you're looking to create a case study that stands out and engages your audience, our top Storydoc templates are a great place to start. Simply choose the template that best fits your needs, customize it to match your brand and message, and you'll get an effective case study that resonates with your audience!

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.

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