12 steps to writing a great Case Study
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A Case Study, or ’success story’, is an excellent promotional tool for any business. It describes what you have done for a particular customer, and, by default, what you can do for the reader.
A good Case Study demonstrates the benefits offered by your product or service and offers concrete evidence of those benefits. In my opinion, one Case Study is worth more than several stand-alone testimonials. If written well, it will create a connection between your business and the reader, and will instill a sense of trust.
Want to know how to write a good Case Study? Read on for some tips.
1. Make sure you ask the customer for permission. Ask them to tell you the ’story’ in their own words. This should give you some good testimonials. If you would like to tweak a testimonial in order to make it more effective, simply ask your customer. As long as you keep them involved, they shouldn’t mind.
2. A Case Study should be like a short story - memorable and enjoyable to read. It should have a beginning, middle and end, leading the reader on from one section to the next. There are a variety of ways in which you could structure your Case Study, including:
- Challenge, Solution, Results: a straightforward method which states the problem or ‘need’ experienced by the customer, how you helped, and the benefits they enjoyed as a result. The Case Study will have a traditional, ’story’ feel with a satisfying conclusion.
- Results, Challenge, Solution: ’start at the end’, by stating the results or benefits, then explaining what the ‘problem’ or ‘challenge’ was and how you helped. By putting the benefits at the beginning, you get to the point quickly.
- Challenge, Results, Solution: By stating the problem or need, then moving straight onto the results, you will create suspense. The reader feels compelled to read on, to find out how you achieved those results.
3. A good headline will announce the quantifiable benefits that your customer enjoyed by using your product or service. For example, “Top retailer enjoys a 42% boost in sales with innovative marketing campaign from ABC Advertising.”
4. Place a very short quote from the customer immediately after the headline or introduction. This will set the tone and lend authority to the Case Study.
5. Consider beginning by summarising the key points in a couple of succinct bullet points. The aim is to ‘tease’ the reader and gain their interest.
6. Pack in as many benefits as you can throughout - and remember to quantify them where possible. Examples are cost savings, increased sales, increased productivity, or reduced waste.
7. Focus on the customer. The reader will be interested in the story from their point of view. Whenever you mention a feature of your product or service, make sure you relate it to the customer, and how that feature helped them.
8. Break down the copy by using headings, bullet points and lists. This makes the Case Study easier to read and remember.
9. Highlight key phrases within the copy by using a bold or larger font, especially where you are talking about benefits.
10. Use plain English where possible. Try to avoid industry jargon or marketing speak.
11. Use pictures to add interest. For example, add a picture of your product being used by your customer. Or, a picture of you carrying out the service, such as installing new machinery or redecorating the customer’s house.
12. Don’t write too much. An easily digestible word count is between 300 to 500 words.
Does anyone have any other tips?


Sean Fleming wrote:
Nice explanation of how to do it. If I’m writing one about a client’s customer I always stress to my client that their customer needs to be fully briefed about the process.
It’s only your closing remark about word count that I’m not sure about.
I used to manage the UK case study programme for Microsoft’s Business Solutions division. Typical case study length was 1,800 words. For some stories that was a bit of a stretch.
However, in recent months I have been writing shorter case studies for another client - around 500 words.
Keeping your word count down is a great way to make you focus on what matters in your story, whereas prescribing 1,800 words as the minimum can lead you to pad something out.
The fact is, some customer stories may be great but they don’t always have the legs for a long write-up. If you have strict rules on word length you end up ignoring some potential stories.
However, I think 300 words is possibly too short; I’m not sure you’d be able to explain the customer’s problem, the solution, the benefits, add some quotes, etc without it feeling a little brief.
But by combining longer & shorter case studies with brief testimonials and customer win stories, you can end up with an impressive body of customer evidence.
April 28th, 2009 at 9:21 amThe Topcopy wrote:
Hi Sean, many thanks for taking the time to reply. You make a very good point about word count - the length of the piece should be flexible whilst remaining clear and concise. Thanks again, Claire
April 28th, 2009 at 10:34 am