How to write case studies | a template

How to write case studies
Image: © Jakub Jirsák |

When you are not sure how to write case studies, this simple question-based approach may help to get you started.

Today, most people conduct research online before ever contacting a potential service provider. Even if most of your new business comes through client referrals, you can be fairly sure that your new clients have checked you out online before contacting you.

Case studies provide helpful information for potential clients and demonstrate that your firm has the experience and skills to meet their needs. This is why more firms now include some case studies when creating content for their websites and blogs.

When writing up your case study, remember to keep your focus on the reader. Case studies are stories and like most good stories, they are more interesting when they show that difficult hurdles had to be overcome before success was achieved.

The questions to focus on are the same questions that journalists often answer in the first line or two of their reports — Who? Where Where? What? When? Why? How? Result?

WHO is the subject of your case study?

WHERE is the subject — location and/or sector?

WHAT was the client’s problem?

WHEN did the client decide to contact you?

WHY did the client decide to get help and why did they choose your firm?

HOW did you help the client?

Finally, what was the RESULT of your actions?

When thinking about how to write your case study, try to include some colour and drama. For example, perhaps you can describe how some unexpected adverse event forced the client to seek external help. Or perhaps you met unexpected resistance when you tried to implement your solution. Explaining difficulties and how you overcame them makes the story more interesting and is an opportunity to show off your experience and skills.

Remember to include a conclusion that summarises the problem, solution and result.

Finally, if your firm does not have the resources to create the case studies you need and would like some help, please get in touch to discuss your specific requirements.

If you found this article useful, you might also like these tips on how to check your firm’s online visibility.