How to write the best case study for marketing: A bookmarkable guide & template

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Learn what a marketing case study looks like, how to make it stand out and how to format the perfect case study.

What is a Case Study in Marketing?

A marketing case study is essentially a web page or document that contains several parts.

  • Description of the subject: Describe your client’s past and highlight their pain points.
  • Subject’s goal: Let readers know what you expect by identifying the goal of your client or customer for the project.
  • Hypothesis of strategy: Explain to your audience what you expect to happen after your strategy is implemented for the client or customer.
  • Implementation of the strategy: Let the reader follow the steps you took to help your client or customer.
  • Strategy results: Provide as much detail as possible and preferably a quote from your client or customer.
  • Conclusions: Describe what the case study taught you and how it can be used to help others.
  • Although you don’t need to include all categories, it is important that you include as much detail as possible in your marketing case study.

How do you create the perfect case study format?

These 9 steps will help you create the perfect case study format.

  1. Title – Provides essential information for readers about what to expect from the case study.
  2. Summary – Describes what you will be discussing in the case study. A summary is typically composed of two to three sentences that introduce the thesis and sum up your case study.
  3. Subject – Refer to the subject and introduce the person or company with whom you have worked.
  4. Problem – This section describes the problem or challenges that a particular group of people had before they used your product. This section should also include the customer’s goals and objectives.
  5. Solution/Your Product – This section describes the solution that your product provided to solve the problem of your customer.
  6. Results – You can decorate your case study with statistics to show the success.
  7. Quotes – Include customer quotes to increase your social proof
  8. Conclusion – Summarize the key points of your case study.
  9. CTA – Get your readers to take action.

How to create a case study: All the dos and don’ts

 

Dos Dont’s 
Demonstrate your success! Don’t make too many textual entries in one case study.
When you choose a case study to create, consider how many potential clients it might appeal to.  Place the marketing case study on your website where it’s clearly visible and accessible. Don’t let it get buried. 
Before you publish a case study, you must first ask the client’s permission. Don’t forget to adapt the content to the format it’s presented in. 

 

How do you create a case study?

  1. Find a success story that is relatable

Someone who is shopping for hats won’t be interested in a case study on shoes. You should choose a case study that appeals to your target audience.

First, decide which segment of your target audience to appeal to. Next, choose a case study topic closely related to this segment. Your marketing case study should resonate with leads that you are most interested in converting.

  1. Use storytelling to highlight the key points in the case study

You can choose which parts of the case study to highlight. These details will be included in the headline of the marketing case study as well as the rest.

There might be several key points. Consider the problems your customer faced before you intervened, the approach you took to solve them, and the reasons why other solutions didn’t work. Once you have identified the key points, begin weaving them together into a story. 

  1. The great results deserve to be highlighted

When you want to achieve the desired results, express it. Create a custom graphic that will be featured on your post. This will allow people to share the image via social media. At the end of the day, you want to grab attention. 

  1. Discover different styles of design

A marketing case study’s success can be determined by its design. To help the reader understand the story, you can break it up using H2s and H3s if you publish it as a blog article. To keep visitors interested, add images and leading lines.

  1. Get feedback!

Do not stop the discussion at the end your marketing case study. Invite readers to engage and ask questions about the product, your business, or services provided.

And there you have it! the A-Z of marketing case studies!

 

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