Free Case Study Analysis Samples

Compelling case studies can help you convince potential customers to start to use your product.

This is especially true if your case study subject is in the same industry or is the same size as your potential customer.

There’s just one problem.

Writing an excellent case study is hard.

So we thought we would help lighten the load for you.

This post contains 35 case study examples across a variety of industries to help inspire your content writers.

Plus, we’ll walk through a step-by-step process on how to write a case study of your own (using one of two different template styles can grab for free).

Create Great Marketing Case Studies With Four Free Templates

Before we get into the post, let’s not waste time giving you what you came here for.

That’s our marketing case study templates, right?

In this, bundle, you’ll get:

  • Three Case Study Templates (Print or PDF): Use this Word template to create a case study you’ll either print or make available via PDF. We’ve included three copies in green, red, and blue header colors.
  • Case Study Template (Web): Use this template to write your case study content as a web page.

Grab them both and following on with the rest of this post.

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What Is A Case Study?

According to Top Rank Blog, a case study is:

“An analysis of a project, campaign or company that identifies a situation, recommended solutions, implementation actions and identification of those factors that contributed to failure or success.”

Here’s a case study video example from a brand you might even be drinking right now (if we had to guess, we’d say marketers love their Starbucks):

TL;DR? Check out this Slideshare if you want a quick overview on developing case studies:

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7 Steps To Writing a Strong Case Study

Writing a case study involves gathering all the information you need from your organization, your client or a customer, and then formating into an easy to read document.

Here are the seven steps you need to follow to write a full study.

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Step One: Finding the Subject of Your Case Study

The first step in any case study writing process is deciding who you want to write about. It could be your organization, a client or a customer.

Some criteria to keep in mind when you’re selecting your case study subject is:

  • If you’re working with a customer or client, how much do they use your product or service?
  • Has there been a dramatic result since they started working with your organization?
  • Have they used a competitor before?

To find this information, consider:

  • Talking to your sales team to see if there are any prospects who may be willing to participate.
  • Asking your customer support department if they have any exceptional customers.
  • Review recent new customers to see if any prospective candidates have bought from you.

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Step Two: Ask For Permission to Use Their Story in Your Case Study

It’s one thing if you’re writing about your organization, it’s another if you’re writing about customers or clients. Don’t just pull information about them and throw it into a case study.

Ask them before you start.

Create a Permission Letter

If you are creating multiple case studies, design a pre-written permission letter. It will help move your writing process along.

Your letter should include:

  • What the case study undertaking is going to look like.
  • What they get out of the case study.

Here’s a copy-and-paste template you can tailor to your needs:

Hi [Name of person],

Our team is conducting a case study, and we would love to tell the story of [company]. Would you be interested in working with us to create a case study around the use of our product?

Here’s a description of our process and what we would need from you:

What we’d like from you:

  • High-resolution company logo (basically as big as possible)
  • High-resolution images of your team, company office, etc – stories with photos of your team will drive more traffic (people like seeing that there are humans behind a story)
  • Stats: before [Company] / after [Company]

What does the process look like?

  • 1 [phone/video call/coffee] interview with [person].
  • Our team will then take your interview and build a story out of it.
  • 2-3 email conversations may be necessary to gather extra information.
  • Once final draft is complete – we’ll send it over to your team for review.
  • We’ll then finalize the story, create a landing page, and build a campaign around it.
  • Once live we’ll share final story with you (for your marketing efforts)

Average Turnaround Time: 1 month (subject to change based on response times and edits).

What’s in it for you?

  • Perk One
  • Perk Two
  • Perk Three
  • Perk Four
  • Perk Five

Best regards,

[SIGNATURE]

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Consider Using a Legal Release Form

Another potential step in the process is asking your case study subjects to sign a legal release form so you can use their information.

You do not have to take this step in your case study creation process. If you do decide to have your subjects sign a form, consult with your legal team first.

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Step Three: Send Them An Introductory Questionnaire

Once your client or customer has agreed to participate, you should begin to format your introductory questionnaire.

This questionnaire will help you get the information you need to shape the story of your case study.

Some potential questions to include could be:

  • What problem did you experience before using our product/service?
  • Why did you select our product/service instead of a competitor?
  • How did our product/service solve a problem you were experiencing?
  • What are your goals as a business or organization?
  • Are you comfortable sharing data and metrics demonstrating your success?

You can adjust your questions based on how your customer uses your product to get specific answers or quotes that can be highlighted in your study.

Recommended Reading:40 Content Writing Tips to Make You a Better Marketer Now

Step Four: Format Your Case Study Interview Questions

Once your client or customer has completed your initial questionnaire, it’s time to draft your interview questions.

Asking quality interview questions is critical to ensure that you get the information you need to write a full case study. Remember your clients or customers are busy, so you don’t want to have to ask for more details multiple times.

Based on the responses that you received from your initial questionnaire, you can adjust questions to get any additional information you need.

Here are 25 case study questions to add to your interview.

Getting To Know Your Subject

These questions should be similar to the ones you sent in your questionnaire. These should help you gather any information you may have missed.
Potential examples are:

  • What industry is your company in?
  • How long have you been using our product or service?
  • What is your work process like?
  • How many members are on your team?
  • What goals do you set for your team?

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What Problems Were They Experiencing?

Your case study participants were obviously experiencing some problem before they turned to your organization for a solution. Give the readers of your case study, even more, context by getting as much information about their problem as possible.

Some possible questions to include in your interview are:

  • When did your team first realize there was a problem?
  • What solutions did you try before you came to us?
  • Did your problem happen suddenly or did it occur over time?
  • How did the team come to the decision that outside assistance was required?
  • What factors led to the problem developing?

[Tweet “Writing a case study? Here are five questions to ask when identifying your subject’s core problems.”

What Helped Them Make Their Decision?

Finding out what helped your client or customer decide to work with your company is not only informative for potential new business, but it can help your organization determine what materials to publish.

Try these questions out during your interview:

  • What materials did you read or watch that influenced your decision?
  • What criteria did you have when you were looking for a solution?
  • What competitors did you look at (if any)?
  • How did you convince your team to make a change?
  • What sealed the deal for you when you choose to work with our organization?

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How Does Your Solution Help?

Talk to your customer or client and find out how your solution is helped them fix the problem that they were previously experiencing.

Add these questions to your interview list:

  • What [product/service] helped solve your problem?
  • What did our product or service replace in your current work process?
  • What tasks did our [product/service] simplify for you?
  • How much time do you save?
  • What tasks did our [product/service] eliminate?

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How Did They Implement Your Product?

Another relevant question to ask during your interview process is how your subject implemented your solution into their work process. This could help eliminate nerves from other potential new customers.

Here are some questions to ask during your interview:

  • How easily did your team adapt our product into their routine?
  • How was your onboarding process?
  • What process did you use to switch over to using our product?
  • What difficulties did you face in the transition process?
  • What advice do you have for anyone implementing our product into their work process?

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What Results Did They See?

Results speak volumes so why not let your customer or client data do the talking for you? Remember that you may not be able to gather or showcase all the data you ask for.

Try adding a few of these questions to your list of questions:

  • How much faster are you at completing [task] now that you use our product?
  • How did we help you reach your goals?
  • Did you see any significant jumps in the data that your team collects?
  • How has your productivity changed since implementing our [product/service]?
  • What positive results have you seen?

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Want to keep these questions somewhere handy for reference? Save this cheat sheet:

Step Five: Schedule the Interview

You’ve found your subject, and your interview questions are at the ready. The next part of your process is going to involve setting up your interview.

First, you need to set up a time for your interview on a synced calendar.

Do This With CoSchedule: Did you know you can sync your Google Calendar with your CoSchedule calendar? Learn how.

Then you need to decide how you’re going to conduct your interview. Here are some options:

  • Phone interview. Use a phone call recording app like [Include some options here]. Make sure you have permission to record your call.
  • Video call. If you’re using a Mac, Quicktime makes it easy to record video calls on your desktop for free. Windows users can use Skype.
  • Face to face meeting. If your client is local, this may be the easiest and most personable option.

Once you and your client/customer have decided on an interview time and place, make sure that you have a way to document your interview, either through a recording device or note taking (we highly recommend recording your conversation for accuracy and peace of mind).

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Step Six: Write Your Case Study

Finally, you have all of your information collected in one place. Now comes the fun part; putting it all together into the case study template you downloaded earlier.

Writing Your Title

The first part of any good case study is a catchy title. Your title should include the name of your client or customer as well as their logo. Your subhead should also be short and included information on what product or service they used that helped them solve their problem.

In your template, add your title (and your subject’s logo):


What does a quality title look like? Well, it doesn’t have to be complicated. It should:

  • State who it’s about.
  • Explain what was done.
  • Communicate a clear result.

Take a look at this example from bit.ly:

This title works because of it explains:

  • The problem the company faced.
  • What type of company is involved in the case study.
  • How bit.ly helped them tackle the challenge.

Do This With CoSchedule: Did you know that CoSchedule’s Headline Analyzer can help you write better headlines? Try it now.

Executive Summary

Your executive summary should be a two to three sentence paragraph that describes the story of your client/customer. You can also include a statistic or two to help illustrate the success of your case study subject.

Here’s what this section looks like in your template:

Check out this executive summary example about Patagonia:

 

This executive summary works because:

  • It explains what Patagonia is about.
  • It highlights the problem the company was experiencing.
  • It’s short and concise.

Who is The Case Study About?

The next part of your case study should explain who your case study is about. This is where the information that you gathered from your initial questionnaire would go.

Here’s what this section looks like in your template:

This one, from a case study about Adobe, is tied in with its executive summary:

Why this works:

  • It explains who Adobe is.
  • It highlights what the Adobe team is already doing.
  • It ties together the problem Adobe experienced with the reason it turned to LinkedIn for a solution.

Problems They’ve Faced

In this part of the study, write about the top two to three issues that your case study participant was experiencing. You should summarize what challenges they faced as well as their previous goals.

Cirque de Soleil’s case study is a great example of address problems a company faces in a case study:

 

Why it works:

  1. The study cuts right to the heart of the problem.
  2. It mentions the specific part of the company that helped Cirque.
  3. It breaks through the fluff and gets the point across right away.

How Did You Help?

 

This section of your case study is going to show off the solutions that your customers and clients use. It should highlight the changes that you’ve brought to their team.

Callaway Golf is another great example of a case study that explains how it’s researcher helped solve their problem.

Why this works:

  • It shows people how LinkedIn has access to Callaway’s target demographic.
  • It explains how they created an app to help solve Callaway’s problem.
  • It explains parts of the data they used to target Callaway’s target audience.

Progress and Results

The final section of your case study should feature the progress that has been made since your customer or client began to use your services. This could be shown through progress towards their goals, changes in metrics they track, and more.

Here’s what this section looks like in your template:

Take a look at the results section in a case study on Weebly.

 

Why this works:

  • The results are one of the most visuals aspects of the case study.
  • They are easy to skim.
  • You can easily tell what type of growth or improvement they experienced.

Using Visuals In Your Case Study

Visuals can help add the extra oomph you need to make a great case study. It can also help make the document easier to skim.

Whether that means graphs, logos, or photos, visuals can make a huge difference.

 

Here are a few extra resources to help you create solid visuals for your case study.

Do This In CoSchedule: You can manage projects and hold your team accountable to meeting deadlines with CoSchedule?Learn how.

Step Seven: Promoting Your Case Study

Your case study is finally complete. You sent it off to your client/customer, and they approved your work.

Now what?

You did all that work, don’t forget to get it out there for the world to see.

Promote your case study by:

The great thing about case studies is that they are an easy piece of marketing material to tack on to any additional campaign.

Do This In CoSchedule: You can plan and promote all your content in one place with CoSchedule? Learn how to create and schedule automated social media promo campaigns in CoSchedule.

What Does A Case Study Look Like? Let’s Look at 5 Examples.

Now that you know how to create a great case study let’s look at some well-executed examples.

Vega Case Study Example

Here’s an example of a case study our team at CoSchedule created for Vega, a customer specializing in premium plant-based lifestyle products. It makes it clear who they are and exactly how CoSchedule has improved their business.

 

Red Bull Marketing Case Study Example

Red Bull is known for its amazing content marketing. This case study from Link Humans turns a typical blog post into a full-blown case study examining how the brand executes its wildly innovative strategy:

 

Automotive Case Study Example

Why does this case study work? It’s about an automotive company, and it’s coming from one of the biggest family brands ever: Disney.

It’s also:

  1. Concise and to the point. There is no fluff that would distract the reader from the information they need to find.
  2. Outside of Disney’s wheelhouse and therefore reaches a different but desired target market. Who would think of Disney as a resource to help craft a new company culture? This case study shows that they can.

Big-Box Store Case Study Example

Target is a big brand box store that is branching out and trying new things to interact with its customers. This case study from TED landed on our highlight list for two reasons.

  1. One is its visually appealing images …
  2. … and the other is the way the TED team formatted the study for the web. It’s short, sweet and broken into easy to skim paragraphs.

Hotel Case Study Example

This case study from Hilton is a great example of how a company can conduct a study on itself. This brief document is a perfect example of how to format a case study for easy printing.

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Now Go Write An Awesome Case Study

The fear of creating a compelling case study is gone. You have great examples to follow and two different templates to help you format the information you gather.

We can’t wait to see what you come up with.

Do you have a question or two about formatting case studies? Let us know in the comments below.

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How to Write a Case Study

  1. Find the right case study candidate.
  2. Reach out to case study participants.
  3. Ensure you're asking the right questions.
  4. Lay out your case study.
  5. Showcase your work.

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises. Sure, you could say that you're great at X, or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through compelling case studies. When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers.

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business -- as well as free case study templates for creating your own.

Listen to an audio summary of this post:

How to Write a Business Case Study: The Ultimate Guide

1) Find the Right Case Study Candidate

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers -- in industries that you don't usually work with, for example -- with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own -- in some cases, having brand recognition can lead to 24.4X as much growth as companies without it.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

2) Reach Out to Case Study Participants

To get the right case study participants on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away -- not having those is one of the biggest culprits in delayed case study creation.

It's helpful to know what you'll need from the participants, like permission to use any brand names and share the project information publicly. Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them. To give you an idea of what that might look like, check out this sample email:

You might be wondering, "What's a Case Study Release Form?" or, "What's a Success Story Letter?" Let's break those down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company -- things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview -- which is one of the best ways to collect information for the case study -- you'll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30-60 minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live -- on your website or elsewhere -- it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.

3) Ensure You're Asking the Right Questions

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing prior to purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple -- ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

The Customer's Business

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

The Need for a Solution

In order to tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions prior to this that did not work out? If so, what happened?

The Decision Process

Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

The Implementation

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

The Solution in Action

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

The Results

In this section, you want to uncover impressive measurable outcomes -- the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

4) Lay Out Your Case Study

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to ways to present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

When it comes to recommending written case studies, we recommend focusing on seven sections, which we've outlined here. Note -- even if you do elect to use a visual case study, it should still include all of this information, but presented in a different format.

  1. Title: Keep it short. Focus on highlighting the most compelling accomplishment.
  2. Executive Summary: A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
  3. About: An introduction to the person or company, which can be pulled from a LinkedIn profile or website.
  4. Challenges: A 2-3 paragraph description of the customer's challenges, prior to using your product or service. This section should also include the goals that the customer set out to achieve.
  5. How You Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  6. Results: A 2-3 paragraph testimonial that proves how your product or service specifically impacted the person or company, and helped achieve goals. Include numbers to quantify your contributions.
  7. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.

To help you visualize this case study format, check out this case study template, which can also be downloaded here.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom -- that should provide readers an opportunity to learn more about your product or service.

Business Case Study Examples

You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold -- a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1) "New England Journal of Medicine," by Corey McPherson Nash

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