This template helps you structure your case study using a three-act format: problem, solution, and result. It also includes optional elements like CTAs, customer quotes, and project highlights for added impact. Customize it freely to fit your needs. Below, you'll find tips on writing compelling case studies.
We developed this method to teach writers how to craft effective case studies. Here’s the step-by-step approach:
1️. Start with the solution: It's the easiest part to identify.
2️. Describe the client's problem: Gather insights by talking to people or listening to the first client conversations. If your sales team doesn’t record their discussions, encourage them to start.
3️. Define the problem’s cause and impact: These aspects might not be immediately obvious. Use logical thinking to find them.
4️. Identify an alternative solution that failed: Determine what other solutions were considered and why they didn't work.
5️. Revisit the solution to discuss implementation challenges: Highlight the ups and downs that make the story compelling. Use your interviewing skills to extract details from the software developers.
6️. Highlight your unique approach: This is your "secret recipe" or value proposition. Ensure it stands out.
7️. Describe the results: Show the opposite of the problem. Detail what the client achieved by using your solution, including quantifiable results and the positive impact on their business.
Want to learn more? Read our article "How to Write Case Studies: 5 Best Practices for Software Development Companies"
In fact, they are really useful! Especially the template on the ICP. It allowed us to take a much broader look at what information is useful and why, to look at the target segment from a broader perspective, at our company's ability to meet their needs. It helps to structure the information and make it “clean.”
I admit it's a little overwhelming for me! I don't wish to outsource this aspect of my business, but appreciate the template and may be able to use it to create my own more simplified / specific version.
I had picked a few columns from your sheet and added them to mine. Found them useful additions to my tracker.
We’ve simplified it slightly and adapted it to our needs. We are currently using it exclusively for content planning, specifically for blog posts, and are not including other channels at the moment. The prioritization feature has been especially helpful for our workflow. The templates help us a lot.
I make something similar in my line of work but it feels to me that there's more to know and discover on this template.
I didn't get to use the template myself but I shared it with one of my clients and she loved it💜
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