How to Write a Case Study: A Step-by-Step Guide

If you want to learn how to write a case study that engages prospective clients, demonstrates that you can solve real business problems, and showcases the results Jobin & Jismi delivers, this guide will help.

What is a Case Study?

A business case study is simply a story about how Jobin & Jismi successfully delivered a solution to a client.

Case studies start with background information about the client, describe problems they were facing, present the solutions Jobin & Jismi developed, and explain how those solutions positively impacted the client’s business.

Do Marketing Case Studies Really Work?

Absolutely. A well-written case study puts prospective clients into the shoes of your paying clients, encouraging them to engage with you. Plus, they:

  1. Get shared “behind the lines” with decision makers you may not know.
  2. Leverage the power of “social proof” to encourage a prospective client to take a chance with your company.
  3. Build trust and foster likeability.
  4. Lessen the perceived risk of doing business with you and offer proof that your business can deliver results.
  5. Help prospects become aware of unrecognized problems.
  6. Show prospects experiencing similar problems that possible solutions are available (and you can provide said solutions).
  7. Make it easier for your target audience to find you when using Google and other search engines.

Case studies serve your clients too. For example, they can generate positive publicity and highlight the accomplishments of line staff to the management team.

Craft a Compelling Headline

The headline should capture your audience’s attention quickly. Include the most important result you achieved, the client’s name, and NetSuite/SCA. Create several examples, mull them over a bit, then pick the best one. And, yes, this means writing the headline is done at the very end.

SEO Tip: Let’s say Jobin & Jismi provided NetSuite integration with an external application such as OneDrive and you want to target this primary keyword. Include it, NetSuite, and OneDrive in the case study title.

Write the Executive Summary

This is a mini-narrative using an abbreviated version of the Challenge + Solution + Results model (3-4 short paragraphs). Write this after you complete the case study.

SEO Tip: Include your primary keyword in the first paragraph of the Executive Summary.

Provide the Client’s Background

Introduce the client to the reader and create context for the story.

List the Customer’s Challenges and Problems

Vividly describe the situation and problems the customer was dealing with, before working with Jobin & Jismi.

SEO Tip: To rank on page one of Google for our target keyword, review the questions listed in the “People also ask” section at the top of Google’s search results. If you can include some of these questions and their answers into your case study, do so. Just make sure they fit with the flow of your narrative.

Detail Your Solutions

Explain the product or service Jobin & Jismi provided and spell out how it alleviated the client’s problems. Recap how the solution was delivered and implemented. Describe any training needed and the client’s work effort.

Show Your Results

Detail what you accomplished for the client and the impact your product/service made. Objective, measurable results that resonate with your target audience are best.

List Future Plans

Share how your client might work with Jobin & Jismi in the future.

Give a Call-to-Action

Clearly detail what you want the reader to do at the end of your case study.

And that’s it. That’s the basic structure of any good case study.

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