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12 great case study examples (plus case study writing tips)

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GatherContent Contributor, Writer

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Padma Gillen

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This long-form content style is also becoming more common as more marketers discover its value. According to Hubspot’s 2021 State of Marketing report , more than 30% of marketers use case studies as a primary marketing media—up from 13% in 2020.

If you’re new to the world of case studies, we’ll be diving into what case studies are, why they’re important, and how to create your own. We’ll also highlight some compelling case study examples that you can learn from.

What is a case study?

A good case study highlights customer stories showing the following:

While case studies are most often product or service-focused, sometimes businesses use them to share their brand or founder story.

These types of case studies typically focus on organizational progress, such as how they grew their revenue or website traffic. One example is this Outfunnel case study on how the team saved over 80% of its time with user onboarding.

Why are case studies important?

They may not suit every business. But case studies are beneficial, for example, for helping SaaS brands reach future customers.

If they make sense for your industry, case studies should be an important part of your content marketing strategy for many reasons.

Three reasons you should incorporate them as soon as possible are:

Good to Know: Not sure how to use case studies? They work well as lead magnets, landing pages, repurposed blog posts, and, if you have the capacity, even video content!

12 real-life case study examples to bookmark

Reading about the mechanics of case studies is more straightforward than writing case studies from scratch.

That’s why we’ve gathered 12 real-life marketing case study examples you can review before you embark on creating yours.

1. GatherContent | University of Edinburgh

GatherContent case study example

What works: In this great case study, GatherContent includes quotes from the client (the University of Edinburgh) about how their software has improved their content workflow. This adds a human element and will help readers with the same issues identify with the client.

View more GatherContent case studies .

2. Omniscient Digital | AppSumo

Omniscient Digital case study example

What works: Omniscient Digital includes client feedback in video format and shares the results they achieved in a digestible bullet point format.

3. Bit.ly | Vissla

Bit.ly case study example

What works: Besides hosting this case study on their website, Bit.ly provides a PDF link that can both be viewed online or downloaded. Plus, the PDF is visually appealing and easy to read.

4. Asana | Autodesk

Asana case study example

What works: Asana leads with their impact and includes basic information about their client to the right of the page so the reader immediately gets bite-sized background information.

5. Shopify | Bombas

Shopify case study example

What works: Shopify includes a video in their case study, as well as multiple eye-catching images of Bombas products. This ensures that the case study serves both companies, possibly generating customer interest in Bombas socks.

6. Outfunnel | Alight Analytics

content case study questions

What works: Outfunnel has repurposed its case study into a blog post, which increases its visibility. The study is also full of client quotes, which adds valuable social proof.

7. Sapling | Zapier

Sapling case study example

What works: Sapling also shares quick preliminary information about Zapier on the left panel and includes several screenshots to show the impact of their product on the company’s processes.

8. BigCommerce | Skullcandy

content case study questions

What works: The quick metrics in bold hit readers quickly and highlight BigCommerce expertise to potential customers even before they read the entire case study.

9. Google Ads | L’Oreal

Google ads case study for L'Oreal

What works: Video format. Few things beat hearing the client praise the service and explain the process and results of the campaign in their own words.

10. ActiveCampaign | Your Therapy Source

ActiveCampaign case study example

What works: ActiveCampaign efficiently showcases the problems and solutions before delving into how they helped the client achieve desired results.

11. Intuit | Xenex Healthcare

Intuit case study example

What works: The main benefit is highlighted on the first page of the PDF and the rest of the study delves into the process and the nitty-gritty of the product’s impact.

12. Grayscale | Upwork

Grayscale case study

What works: This page features minimal text. It focuses on quotes from decision-makers at Upwork and ends with a call-to-action that will likely drive conversions.

How to write your own case study

How can you write engaging, effective case studies like the examples above? Here are six steps.

1. Identify a worthy case

Think of projects—either for yourself or for clients—that got outstanding results. Then, whittle it down to the cases that your target audience is most likely to relate to , perhaps because they experience the same problem or have the same goal as in the case.

2. Reflect on your chosen case

Once you’ve decided on the case you’ll start with, do some deeper reflection on the details. What was the project goal? What challenges did you encounter along the way? How did you overcome them to reach your goal?

3. Think about differentiation

Take the last step even further and think of anything you did differently than others might. Did you an experimental tactic or strategy or create a custom solution? If so, use those details to subtly show potential customers why they should be interested in what you have to offer.

4. Gather quotes

Next, get hard-hitting quotes from project stakeholders or clients. Having their thoughts on goals, project obstacles, the solutions provided, and the outcomes will make your description of the case more credible.

5. Draft your case study

Time to turn the details you’ve compiled into a case study draft. How? We’ll talk about the best format for case studies shortly.

6. Add visuals

Next, create visuals that will reinforce the main points of your case study. These could include:

After any designated reviewers and approvers give their stamp of approval on the case study, it’s ready to be published and promoted!

What’s the best case study format?

We’ve seen A+ examples of case studies and gotten some more context on how to create them for your brand or organization. Now, it's time to get to work. As you do, remember to include the following vital sections in your case study format:

Ready to get started? Thankfully, you don’t have to go it alone.

GatherContent—a powerful tool for case study creation

GatherContent makes it possible to keep track of all your case study research —even while working with your marketing team. You don’t have to guess what stage the piece is at or consult another tool to know when your part is due or who to pass the torch to.

GatherContent is a content hub that helps you keep all your content creation in one place , whether you’re writing blog posts, email newsletters, social media posts, or case studies. With content modeling features like Components , you can effortlessly maintain brand identity throughout all your case studies.

Read more customer success stories here to learn more!

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100 Best Case Study Questions for Your Next Customer Spotlight

Brittany Fuller

Published: November 29, 2022

Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .

marketing team coming up with case study questions

Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.

Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.

Download Now: 3 Free Case Study Templates

What makes a good case study questionnaire?

The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.

Certain key elements make up a good case study questionnaire.

A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:

You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.

What makes a good case study question?

A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.

Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.

Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.

Free Case Study Templates

Tell us about yourself to access the templates..

case study questions, attributes of helpful questions

Categories for the Best Case Study Questions

Case Study Interview Questions About the Customer's Business

Knowing the customer's business is an excellent way of setting the tone for a case study.

Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.

How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.

case study questions to ask, how does our product help your team or company achieve its objectives?

Case Study Interview Questions About the Environment Before the Purchase

A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.

How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.

case study questions examples, what were the major pain points of your process prior to using our product?

Case Study Interview Questions About the Decision Process

Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.

The answers to these questions will help potential customers through their decision-making process.

case study questions examples, would you describe a few of the reasons you decided to buy our product?

Case Study Interview Questions About the Customer's Business Case

Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.

When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.

case study questions to ask, are there any metrics or KPIs you track with our product?

Case Study Interview Questions About the Buying Team and Internal Advocates

See if there are any individuals at the customer's company who are advocates for your product.

Case Study Interview Questions About Customer Success

Has the customer found success with your product? Ask these questions to learn more.

Case Study Interview Questions About Product Feedback

Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.

case study question examples, do you have any feature requests or suggestions for our team?

Case Study Interview Questions About Willingness to Make Referrals

case study questions to ask, can you think of any use cases your customers might have for our product?

Case Study Interview Questions to Prompt Quote-Worthy Feedback

Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.

case study questions to ask, what is your advice to others who might be considering our product?

Case Study Interview Questions About the Customers' Future Goals

Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.

Case study questions examples, what are the growth plans for your company this year? Your team?

Before you can start putting together your case study, you need to ask your customer's permission.

If you have a customer who's seen success with your product, reach out to them. Use this template to get started:

Thank you & quick request

Hi [customer name],

Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.

[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?

It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)

In any case, thank you again for the chance to work with you, and I hope you have a great week.

[Your name]

content case study questions

If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:

Hey [customer name],

Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.

My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.

Either way, thank you again, and I look forward to getting more updates on your progress.

content case study questions

You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:

I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.

Are you open to being featured? If so, I'll send along more details.

content case study questions

Case Study Benefits

1. Case studies are a form of customer advocacy.

If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.

With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.

This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.

2. Case studies provide a joint-promotion opportunity.

Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.

Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.

3. Case studies are easily sharable.

No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.

Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.

Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.

4. Case studies build rapport with your customers.

While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.

Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.

And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.

5. Case studies are less opinionated than customer reviews.

Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.

Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.

An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.

Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.

Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.

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Showcase your company's success using these free case study templates.

14 Best Case Study Questions to Ask Your Top Customers

Illustration Of Case Study Questions

If you want to show interested leads that you can put your money where your mouth is, case studies are a good way to go. They’re a valuable form of content that can even be used as lead magnets under the right conditions, and they have a singular purpose: To show how your clients achieved specific, significant results with your product or service. 

Knowing how to write a great case study is an important part of success, but there’s a part of the process that comes before that: Knowing which questions to ask, which you’ll determine when you’re preparing for a case study interview. 

The questions you ask can make the difference between a case study that feels like it’s been churned out by a low-quality AI machine compared to one that feels actionable, engaging, and high-stakes to your readers. 

In this post, we’re going to go over the 14 best case study questions to ask, along with discussing some tips to improve the results you’ll get. 

How to Structure Your Case Study Questions

Before we dive in, we want to talk about how to structure your questions in the interview.

In this post specifically, we’re going to look at individual questions you should ask around pointed topics, like about the client’s brand, solutions they’ve tried already, and their results. 

It’s best to stick close to the progression outlined here because it will give you the basic information you need at every level of the case study interview . You can’t ask what solutions they’ve tried before when you don’t even understand their brands’ needs. 

And keep in mind that when you’re asking users to provide specific information about a topic up front, they’ll often reference it later, strengthening the overall case study and sometimes encouraging them to share information they may not have thought to share otherwise. 

That being said, let’s go ahead and start to dive in to the best case study questions you should ask. 

Questions About Their Brand 

The best case studies will have some information about the brand they’re featuring and not just about how the brand uses their product. Information about the brand size, industry, and unique selling propositions (USPs ) can all play a valuable part in building a strong case study. 

Case Study Questions About Branding

These are a few important case study questions to consider asking about branding: 

1. Can you tell us a little bit about your brand? 

This is a great way to start the interview off strong. Ask the client to tell you about the brand, plain and simple. See what they have to say; they may share information about their product or service, how they fit into their industry, what differentiates them, and more. 

Leaving this first question relatively vague and open-ended helps them feel more comfortable while giving you some good ideas for where to go. 

If they’re stumped, ask them to provide a brief description of what their company does.

2. Can you tell me about your business’s structure, including industry, company size, or years in business? 

While this may feel technical, it can be exceptionally valuable to readers of the case study to help them relate or get a good understanding of who is using your products. 

3. An industry-relevant question 

SaaS tools that help with ad management may ask clients about their total monthly ad spend, for example. An eco-friendly company may ask clients what their “green goals” are or their previous carbon emissions. 

Think about what would benefit you to have in the case study, and ask it here if possible. 

Questions About Their Challenge & Pain Points 

We know that all great case studies will highlight the challenges that clients have before finding your product or service as their solution, exacerbated by key pain points. 

It’s so important to get enough information that these challenges feel real and significant in the case study; if you neglect to explain why a challenge was an actual obstacle, it can come across as seeming trivial. That can make your solution seem trivial, too.

Case Study Questions About Challenge And Pain Points

These are the best case study questions to ask for this stage of the interview.   

4. What were the challenges you needed to solve before finding our product? 

This is a specific, pointed question, which helps make it effective. 

If I ask my content marketing clients this question, for example, they might say, “we didn’t know how to create content that ranked well” or “we needed help creating content at scale.” 

You can dive deeper by asking pointed questions about their key problems, which brings us to the next question. 

5. Why did this challenge have such a significant impact on your business?

This is the golden ticket right here, because it’s about pain points. 

Say you’re selling marketing services, and the client’s challenge is that they wanted help with lead generation. 

The pain points of “organic channels were too slow in driving customer acquisition, and our churn rates were eviscerating our client numbers” or “we tried to run ads ourselves but ended up losing hundreds of dollars to no avail.” 

Wasted money. Bleeding clients. Too-slow organic channels. These are pain points that make the case study feel real, and that other customers will connect to.  

6. What other solutions had you tried before and why didn’t they work? 

While it’s best to skip out on trash-talking competitors in the case study, asking this question during the interview can give you valuable context and a lot to work with. 

If, for example, I’m a weight loss coach, my clients may have tried the keto diet and Weight Watchers to no avail. Knowing that the keto diet made them feel queasy and that they found the point-tracking Weight Watchers to be too much work can be useful information for the study, even if you don’t ever name the alternatives.

These are pain points in their own right, and can be utilized like the following: 

 “The client had tried different solutions before but found that the diets either made them sick or were too much work to maintain.” It positions your solution to be the winning option. 

Questions About How They Discovered You 

While it may seem irrelevant, information about how customers discovered you and why they decided to work with you can actually become compelling parts of a case study— even if only mentioned in brief. 

Here’s an example of how you can use this information in the case study: 

“We found Breadcrumbs after our business partner mentioned it to us, and after reading about their easy-to-use interface and accessible lead scoring, we decided to give it a try.” 

You’ve got social proof (business partner referred them) and a promo for a unique feature that made them convert. 

Case Study Questions About How They Discovered Your Product

Here are the case study questions you can ask to get this information:

7. How did you find out about our brand? 

It’s a simple question, and it will likely be a simple answer. Nice and easy. 

8. What made you decide to try our product over other solutions? 

This essentially gets the customer to sell your product back to you, which is phenomenal. And someone reading the case study might think, “They’re right; I’ve also looked for a lead scoring tool with a great interface, I’d try that.” 

Questions About How They Used The Product or Service 

This will likely be one of the meatier parts of the case study interview because this is where some of the actionable information comes into play. How did your clients use your product or service, what steps did they take, and how can others use this to replicate the eventual results we’ll discover? 

Case Study Questions About How They Used Your Product Or Service

These are the case study questions to ask: 

9. Which specific products and product features did your team use? 

Say you’re selling invoicing software to small businesses. Not all clients will use every feature.

Graphic designers, for example, may take advantage of project estimates for upfront deposits more than a copywriter who only works for flat fees. That copywriter, however, might be more likely to use invoice templates for retainer clients or automated billing features. 

Ask about the products and services the team used. 

10. How did your team use our products and services to meet their needs? 

You know what products or services were used, but now it’s time to ask how they were used.

Project estimates, for example, allowed graphic designers to send more professional-looking invoices to clients, who could pay upfront deposits through credit card, check, or bank deposit. This helped that designer weed out clients who had no intention of paying and gave them the funds they needed to secure the supplies to begin working.

And for the copywriter who used automated billing, it saved her an exceptional amount of time and ensured she got paid on time because she sent those invoices on time. 

11. How was your experience? 

Was the SaaS tool user-friendly? Did your clients take advantage of a free demo program or the option to have an account manager get their entire account up and running?

Ask about their specific transition process using the tool and what made the experience a more positive one. 

Questions About Their Results 

Last but not least… the results. Believe it or not, some case studies skip this part of the interview, but you definitely want to include hard, quantifiable data in as many case studies as possible. 

Case Study Questions About Their Results

12. What end results did you get after using our product? 

Ask for the results your clients achieved. If they’re comfortable sharing the information, ask for KPIs. 

How did using our social media marketing software increase message response rates? 

How did our marketing service improve lead generation efforts, and customer acquisition costs? 

How did our lead scoring software reduce the contact-to-close period for leads or increase the overall financial value of leads acquired? 

Be as specific as the client will allow. The more definitive the data you can share, the better. 

13. What impact did these results have on your business? 

While this may seem self-explanatory, this is a great final question that again helps the impact of your product or service really stand out.

We saw customer satisfaction increase and sales go up by about 15% by improving message response rates on social media. 

Or, by getting more leads at lower costs, our business was able to reinvest those accelerated profits into additional campaigns to scale exponentially at an unprecedented rate, and now we’re opening two new branches. 

This can be a combination of data-focused or story-driven impacts. Either (or both!) works well. 

14. Is there anything else we should know? 

Anything else you want to share? This is a short but powerful question, and while some clients will say, “nope, that’s it,” you may be surprised what some other people share with you. 

There may be something they’ve been excited to talk about that hasn’t come up in the questions yet, or something may pop into mind to elaborate on something you’d discussed earlier.

Give them the floor, and see what they have to say. 

Final Thoughts 

If you’re going to take the time needed to conduct and write up a case study (both your own time and the client’s), you want to get it right. Coming prepared with a list of strong case study questions can help you create content that will be highly effective at generating leads and converting customers for a long time to come. 

Want to speed up the lead conversion funnel with lead scoring software? Create a Breadcrumbs account for free here ! 

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23 Case Study Questions Every Marketer Should Ask

Template: 23 Case Study Questions Every Marketer Should Ask

Dec 16, 2022

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By Joe Gillespie

Case studies offer one of the most powerful types of content in the inbound marketer’s toolbox.

When done right—with descriptive storytelling and a powerful visual presentation—a case study can deliver a clinching message to leads in the decision stage of the buyer’s journey . Prospects who already know they need a solution to their problems read the case study and see how your company has helped others, which nudges them closer to becoming customers.

That said, case studies are a different animal from other inbound marketing content, such as blogs , e-books, pillar pages, and infographics. Most content in the awareness and consideration stages of the buyer’s journey doesn’t self-promote much but, instead, simply gives the reader information. The decision stage, however, is a chance to persuade leads that your solution is their best option. 

Shifting gears usually isn’t much of a problem for marketers, but switching to the case study format can be. The process is more journalistic—you conduct interviews, gather information, and weave a narrative—and that can be daunting for someone more accustomed to blogging than article writing.

Don’t stress out: Case studies aren’t difficult if you take your time, are diligent about gathering information and writing the content, and ask the right questions. And we can help with the questions! Below are 23 to ask when conducting the interviews.

Case Study Questions to Ask Your Project Manager

Usually, you will interview someone at your company—maybe a project manager, salesperson, client manager, customer liaison, or other colleague who deals with customers—who worked with the client you are profiling for the case study. 

Often, this interview will occur first and give you a good launching point for subsequent interviews with the customer’s representatives. You might already know the answers, but ask these questions anyway. You may get a deeper explanation from your interview subject and something quotable you can use in the case study.

(Note: I’m using product , solution , and service interchangeably throughout these case study questions; simply use the term that best applies to your company during the actual interviews.)

Template: 23 Case Study Questions Every Marketer Should Ask

Case Study Questions to Ask the Client

If a client has agreed to be the subject of a case study, they obviously are happy with the service you provided. Take advantage of this enthusiasm by asking open-ended questions and letting your interviewee gush about your organization and your solution.

Some of the case study questions listed here may seem redundant to the ones you asked internally, but ask them anyway. You want both perspectives, and often, the best quotes you hear and use will be from the client.

A case study is a wonderful inbound marketing opportunity for your organization. Ask these questions, and use the answers to write a case study that helps your product and your company shine in the eyes of leads.

This blog was originally published on 2017 and has been updated since. 

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About the author

Joe Gillespie is a Director of Inbound Copy for SmartBug Media. He graduated from Marquette University with a B.A. in journalism and is a two-decade veteran of the newspaper industry. As a Senior Brand Journalist, Joe writes and edits inbound marketing content for SmartBug's clients. Read more articles by Joe Gillespie .

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33 Case Study Questions for Customer and Client Interviews

When selling your product or service to prospective customers, you make a stronger case when you can show concrete results. This is where a case study comes in. A case study strengthens your sales pitch by showing firsthand results. You can boost your case studies by interviewing previous customers and asking them to share how they benefited from your business. Interview your loyal customers using the following questions to build strong case studies you can share with new prospective clients.

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What is a Case Study?

A case study is a detailed report that showcases how your product has benefited previous clients. It is a way to show firsthand how your product or service can benefit potential new clients. Case studies help you build trust with new clients — 88% of whom trust online customer reviews and ratings. Conversely, only 14% of customers trust advertisements.

Asking the right types of questions to your previous customers will help you better craft your final case study. Since you will be writing these studies with new clients in mind, drafting your questions beforehand will give you the right information to highlight how you have previously solved similar client issues in the past.

How to Write Case Study Questions

This section offers an outline of sections that should be included in your final case study and sample questions to ask of your clients.

Start With the Backstory

Before writing your case study questions, determine why you are writing it. Outline the major problems you intend to highlight and create questions that will allow you to articulate how you solved them. The following section includes case study question examples you can use to conduct your client interviews, but you can modify them based on your goals.

When interviewing your previous clients, first introduce them to your audience by including some background information on their company. Next, set up the case study by presenting the initial problem.

Establish Your Relationship

After setting up the problem and why it was significant to your customers, ask them to define their relationship with your brand. If you are interviewing repeat customers, ask them how they discovered your business, why you were their chosen solution, and what's kept them coming back. If you are interviewing a first-time client, ask what drew them to your business over another.

Some questions can include:

Have Them Demonstrate Your Product

Once you have set up the initial problem and delved into how your client chose you to solve it, you can get into the details of the actual case study. Ask specific questions about how your client used your product or service.

Be detailed. These answers will help you draft a case study that resonates with prospective buyers who are facing the same issue.

Outline the Product’s Benefits

This section of your interview will delve into the actual solution and its results. Use this section to ask about specific outcomes and metrics the company used to track successes.

Wrap Up the Interview

At the end of the interview, ask some general business case study questions relating to customer satisfaction and relationship management. You can use these to conclude the case study. This section of the interview is also likely to generate some potential customer quotes you can use in your marketing materials .

How to Ask Your Clients for an Interview

If you have been in business for a while, you probably know your best advocates. Think about your top customers, and start by asking those who are the most likely to promote your business. If you know a client who often refers customers to you, ask them for a specific example of how your company helped them solve a problem.

You might draw a blank when asked to identify your best advocates. In this case, talk to your sales team or your project managers to see if they know of any potential customers who would be happy to share their success stories.

Consider your customers’ time. Don’t approach them for an interview in the middle of a busy season or if they have had a recent issue with your company. Get familiar with your selected clients and how they intended to use your product so you have some background information before starting the interview.

Finally, write a personalized request. Don’t send out a form email requesting case studies. Make your requests relevant to each potential interviewee so they know they are valued customers.

How to Write the Case Study

Instead of taking notes during the interview, take a recording on your phone or a portable recording device and transcribe it when you’re done. You can take minor notes as you go along, to help when you go back to transcribe. This way you can be more engaged in the interview and follow up on interesting information that might pop up. Be sure to check that your recording hardware or software is working ahead of time, to ensure you don't lose valuable information during the interview.

The case study questions listed above are arranged as an outline of a typical case study. Start by introducing the company and the problem they were trying to solve when they sought out your business. Next, explain the process of how they used your product to solve their problem.

End the case study with numbers and statistics demonstrating how you helped the business successfully solve its problem. Make sure you get specific numbers and figures to illustrate your clients’ successes. If you don’t get them during the initial interview, follow up with a phone call or email.

Sample Case Study Questions and Answers

These sample case study questions and answers demonstrate how to extract information from your interview and turn it into an engaging business case study that is interesting and informative.

This case study from Switch, a digital marketing agency, details how the company was able to help a client improve its return on investment (ROI) on search and Facebook ad campaigns by moving them from their in-house marketing team.

The case study starts with an impressive statistic — the company improved its ROI on search ads from 1.2x to 19x in a short time period. The case study breaks this statistic down for potential leads who might not be familiar with marketing terminology, indicating that its client was able to increase sales without spending more on search engine ads.

While the actual case study interview is not published, a sample question and answer that would have generated this data could be:

This case study goes into detail about how Switch worked with its clients to refine the Facebook and search ad strategy, ending with impressive results.

Rogers Communications

Rogers Communications featured this case study detailing how its client Brampton Caledon Community Living (BCCL) used the company’s cloud-based mobile phone system to better service clients. This case study is simple, laid out with headings like “Challenge” and “Solution.”

Rogers Communications pulled relevant quotes from the client and included them in text boxes throughout the study to break up the text. Rogers also included direct quotes from personnel at BCCL, making a strong case for its product. While it doesn’t offer hard numbers like the previous example, it does include a quote detailing how the cloud-based system has improved the work environment.

Again, the interview for this case study is not included in the example, but it does include the answers as client quotes.

Best Practices for Conducting A Business Case Study Interview

When you’ve found client advocates who are willing to talk to you about how your company led them to success, draft your interview questions. Keep these best practices in mind.

Be Prepared

Being well-prepared for your interview is the best way to ensure its success. Before meeting with your client, learn what you can about the client so you can flesh out the case study. Conduct a mock interview to prepare. Talk to your sales team or the client’s specific project manager for details to better understand the client and what they were facing when they hired your company or purchased a product.

Ask Open-Ended Questions

Structure your questions so the interviewee has to give detailed answers. If you limit your interview to "yes" or "no" questions, it can be hard to gather enough information to write your case study. Open-ended questions let your client get into the specifics surrounding the study.

Do a Deep Dive

One reason you should record your interviews and transcribe them later is so you can focus on the client’s answers. Often, information will come up in an answer to one question that will prompt you to ask a follow-up question. Recording your interview lets you deviate from your prepared questions to get a more robust analysis of the case.

Getting Started on Your Case Study

Case studies are a great marketing tool for building credibility. They give prospective clients a better understanding of how you work and how you can provide alternative solutions for key issues. But the key to writing a good case study is to start with a quality interview.

You have the tools needed to draft powerful questions. So start the process by looking through your list of past clients and determining who would be the best to interview. Develop a thorough understanding of their situation and their history with your company, and then conduct your interview.

After your first few case studies, you'll be confident on how to best structure questions and refine your interviews to get the best information. Soon, you will be crafting detailed and engaging case studies to best market your business.

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Case Study Questions You Need to Ask Your SaaS Customers

Updated Sept 2021: Case studies and testimonials are critical parts of most marketing strategies. Gathering the juicy details and customer quotes that make a case study sparkle, however, takes some savvy when coming up with and asking relevant case study questions.

Your best shot at capturing the insights, data and color you need is through thoughtful case study interview questions—all while respecting that your customer is busy and may not be able to spare much time to talk.

In this post, we’ll explore the best case study questions to ask at your next customer interview. This is the 4th post in a 7-part series on best practices for case studies .

Prepare your case study questions in advance

Case study questions: Importance of planning ahead

Be thoroughly prepared before you even schedule the case study interview. You’ll probably have just 20 or 30 minutes to capture your customer’s story:

Usually, the most logical way to structure your case study questions is chronologically—it’s helpful to think of the case study as a story with a natural narrative arc:

The best case study questions to ask

Thinking in terms of the 4 categories below will help you craft the list of case study interview questions you’ll want to ask:

Icebreakers

Tell me a little about your company. What do you love about working there? What are your goals? Your company’s?

The challenge

What was going on at your company that led you to us? How serious was the problem? What solutions did you try before you came to us? What results did you see? Why did you choose to work with us?

The solution

What service did you adopt? Why? How did you implement our service? What challenges did you encounter during the transition? When did you first notice results? What were they?

The results

How did our service change your business? What has it meant to your overall operations? Do you have any data you can share? What advice would you have for others considering our service?

Tailor these case study questions to suit the person you’re talking to. Eliminate any that seem repetitive or irrelevant and highlight 1 or 2 from each category that are most important. Leave space and time for follow-up questions.

Find a convenient time and method for the interview

Case study questions: Best to worst interview methods

Be as flexible as possible when you’re scheduling the case study interview, and ask for 30 minutes of time.

Don’t settle for an email case study interview. Not only are people more candid in conversation, but you’ll also be able to ask spur-of-the-moment questions and explore ideas as they’re presented.

That leaves you with 4 options:

Take notes and record the interview

A recording and transcription of the case study interview will ensure accuracy and give you peace of mind. Down the road, you can also use the transcript for other marketing activities, such as grabbing testimonials and pull-quotes, writing a blog post and more.

Use an app to record phone calls, or use Zoom or Skype to record video calls. Make sure you have permission to record the conversation.

Send the case study interview questions in advance

Some people worry that sending case study questions in advance will result in less candid and honest responses. Not true. You want your customer to be at ease during your case study interview, and you want them to have all the information and data they need at their fingertips.

Providing the case study interview questions in advance will lead to a more informative and useful interview. It also ensures you cover all the important points. During the interview, you can jump in with follow-up questions to dive deeper into certain areas if needed.

Watch out for these 4 common interview mistakes

1. yes/no questions.

Does your list have any yes/no questions? If so, be ready with follow-up questions. Better yet, revise the question so it’s open-ended to elicit a more thoughtful response.

2. No numbers

Don’t be afraid to ask for numbers, concrete examples or more information. You need these for a quality case study and this is your chance to get them. Don’t be afraid to repeat case study questions or rephrase them to make sure you get what you need.

3. No flexibility

You don’t need to be rigid about asking every single question on your list. The best insights are often unexpected so allow the conversation to flow a little—but don’t get too far off-topic or you’ll run out of time.

4. Not listening

Don’t think you already have all the answers. Go into the case study interview with an open mind and be ready to listen.

Download our interview cheat sheet

Get the powerful questions we use at Uplift Content when conducting a case study interview with a customer. Plus benefit from 7 interviewing dos and don’ts.

Download 21 Interview Questions to Help You Uncover Case Study Gold [Cheat Sheet]

Get help with your case studies

You’re slammed. Uplift Content’s case study writing service is for you .

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As the founder of Uplift Content, Emily leads her team in creating done-for-you case studies, ebooks and blog posts for high-growth SaaS companies like ClickUp, Calendly and WalkMe. Connect with Emily on Linkedin

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Content Marketing Case Studies: 18 Content Strategy Examples

How would you like to read the best content marketing case studies ever published?

More importantly, how would you like to copy the best practices for a good content strategy that are based on real-world examples and not just theory.

If that sounds, good then you’ll get a lot of value out of this post.

Below, you’ll find a list of the top 21 content marketing case studies along with the results and key findings from each example. By studying these content marketing case study examples and applying the lessons learned in your own content strategy, you can hopefully achieve similar results to increase your return on investment (ROI).

When you’re done reading these content marketing success case studies, make sure to check out my other SEO case study page to find data on improving organic search engine optimization, this PPC case study for paid search examples, email marketing case study examples, social media marketing case study page, digital marketing case study list, and this affiliate marketing case study page for expert data on that type of business.

Table of Contents

Content Marketing Case Studies

Appsumo grew organic traffic 843% & revenue 340% – omniscient digital content marketing case study.

Learn how Omniscient Digital used a four-part approach to grow AppSumo’s organic website traffic by 843% and the revenue from that traffic by 340$. Includes details on the research process, content strategy development, content production, and building backlinks to those web pages.

50% of Sales Come from Weekly Emails for Your Therapy Source – Active Campaign Content Marketing Case Study

In this case study, you’ll learn how the owner of Your Therapy Source made a simple change in how she approached her content marketing strategy with email. And set up basic abandoned cart automation to recapture lost sales for her digital products. Overall, the owner experienced these gains: 2,000% return on investment for her Active Campaign subscription, 30% revenue from the automation sequence, and 50% sales from weekly emails.

40,000 Social Shares & 40% Increase In Traffic for Busbud – Fractl Content Marketing Case Study

The top goals for this content marketing case study were to gain the attention of more local publishers and increase website traffic. To do that, Fractl used Instagram for the content strategy by pulling data from Instagram’s API to identify places where people take the most photos. The agency then turned that data into a series of infographic charts and shared some of the best Instagram photos in the published article. This resulted in around 40,000 social shares, a 40% increase in organic search traffic, and 300 story placements on local and national websites like Yahoo, AOL, Business Insider, Fast Company, NBC News, Pop Sugar, The Daily Mail, Today, Boston.com, the Chicago Sun-Times, The Palm Beach Post, and the Houston Chronicle. You can see the example content here: The Most Instagrammed Locations .

From 0 to 100,000 Visitors Per Month – Optimist Content Marketing Case Study

In this case study, you’ll learn how Optimist took a startup called College Raptor from 0 to 100,000 organic sessions per month. It focuses on the big-picture strategy that was used to achieve that result and explains why it worked. You’ll learn what successful content creation and promotion for startups look like in this example.

American Kennel Club Increased Traffic by 30% – Contently Content Marketing Case Study

If you’re in the pet niche and looking for content marketing case studies that can help you grow your animal website, then this article by Contently can help. Inside, you’ll learn how the company used a content strategy to increase website traffic by 30% for the American Kennel Club to attract both new puppy owners and seasoned dog-lovers which resulted in $26.6 million in content value.

eLearning Experience 77% Growth In Visitors – Influence&Co Content Marketing Case Study

In this content strategy case study, you’ll discover how eLearning Industry worked with Influence&Co to develop a guest posting strategy for SEO that increased website traffic by 77% and year-over-year growth of 227%.

3,532 New Beta Users for alwaysAI – Beacons Point Content Marketing Case Study

Beacons Point partners with B2B companies in software and technology to execute results-driven content campaigns. Here, you’ll learn how this company discerned the right market for alwaysAI software company, target those people with the content they wanted, and transform the audience into an avid user base using a well-researched strategy and content planning process. In the end, alwaysAI got 3,532 new beta users, 20,000 monthly website sessions, and a 2,021% increase in traffic in 10 months.

AEB Sees a 22% Improvement in SEO Traffic – Rise Interactive Content Marketing Case Study

Check out this case study to find out how the American Egg Board (AEB) worked with Rise Interactive to develop a content-based strategy involving a site-wide keyword strategy and website architecture to maximize the brand’s search engine rankings. As a result, the AEB had a 22% improvement in website traffic, an 87% increase in mobile traffic, and a 39% rise in recipe sharing.

Integrated Content Marketing Strategy Drives 452% Increase in Organic Traffic – Top Rank Case Study

In this case study, you’ll learn how Top Rank Marketing used a combination of several marketing resources (e.g., content, SEO, social media, and influencers) to help Introhive get more organic traffic to its site to create a higher demand for its SaaS product and improve the brand’s overall digital visibility. This campaign generated an increase in 452% organic search traffic and an uplift of the average session duration by 155%.

2 eBooks Improved Monster Supplement’s Search Visibility – Click Consult Content Marketing Case Study

This shows the power of using eBooks in your content strategy to increase SEO search visibility and produce strong, shareable content that improves brand awareness.

Client Case Studies – Proximity Marketing Content Marketing Case Study

Proximity Marketing is a digital marketing agency that helps clients gain new customers, generate new sales leads, and increase brand exposure online. This page includes a list of the top content marketing case studies along with the approach and key results from each campaign.

B2B Content Strategy Case Studies – Madison Mile Media Content Marketing Case Study

This is another case study examples page with B2B business results from Madison Mile Media. It includes in-depth details for all types of content marketing for brands like Texas Instruments, Aventis Systems, Barron Designs, U.S. Dermatology Partners, and more.

350,000 Unique Visitors & 1.8 Million Shares – ContentGrip Content Marketing Case Study

This is one of the best content marketing case studies available online that shows the true power of using the storytelling approach using owned media rather than paid marketing channels. In this case study, you’ll discover how Capgemini used customer-centric content to based on a simple solution: answering customers’ questions in a way that was also enjoyable to read. The results? A microsite that attracted more than 350,000 unique visitors who stayed for an average of 4 minutes and more than 1.8 million content shares on LinkedIn.

Small Business Success with Blogging – Mark Shaefer Content Marketing Case Study

1,230,000 total visits using content – foundation content marketing case study.

This is a short case study that reveals how Foundation helped a CRM company generate 1,230,000 total visits from content alone. Other interesting statistics include gaining more than 4,500 links from DA40+ sites and increasing monthly organic search traffic from 92,000 to 322,000 per month.

Helping Ridester Grow 487.1% – Intergrowth Content Marketing Case Study

Ridester is a B2C website that provides in-depth guides on the rideshare and delivery industry. The competition was increasing and their online growth was staggering, so Intergrowth used a three-pronged approach to improve the business. Learn about those data-backed strategies that were based on SEO, new content ideation, updating old articles, and building backlinks.

$50,000+ From A Single Blog Post – Apollo Digital Content Marketing Case Study

As the title of this content strategy case study suggests, Apollo Digital walks you through the entire process of how this digital marketing agency earned $50,000 from a single blog post. Inside, you’ll learn how to create epic content, everything it did to promote the article, and get a copy of the 10+ step content promotion checklist.

Creating a Remarkable Brand with Starbucks – CoSchedule Content Marketing Case Study

Inside this case study, you’ll find out core principles behind the Starbucks marketing strategy that nearly any brand can borrow and implement. Includes tips on the effectiveness of branding, content, and consistency.

What Is a Content Marketing Case Study?

A content marketing case study explains the process a business went through with a client to help them achieve specific results. Content marketing case studies provide a detailed examination of a particular content strategy within a real-world context to prove how effective it was for the client.

Are Case Studies Good for Content Marketing?

Case studies are good for content marketing because you can learn how to do content marketing in a more effective way. Instead of just studying the theory of content marketing, you can learn from real content strategy campaigns to find out what methods deliver a higher return on investment.

Content Marketing Case Study Examples Summary

I hope you enjoyed this list of the best content marketing case studies that are based on real-world results and not just theory.

As you discovered, the content marketing case study examples above demonstrated many different ways to implement an effective content strategy. By studying the key findings from these examples, and applying the methods learned to your own business and website, you can hopefully achieve the same positive outcome with your content marketing efforts.

New content strategy success case studies are being published every month and I’ll continue to update this list as they become available. So keep checking back to read the current sources of information on content marketing.

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Writing Next Generation NCLEX-Style Case Study Questions

By Susan Sportsman, PhD, RN, ANEF, FAAN

Recently, our blog featured tips for developing Next Generation NCLEX (NGN)-style questions, particularly the revision of test questions faculty already include on their examinations. Revising these questions provides a strategy to adapt current test items to reflect the NGN process, since these knowledge questions represent many questions on the NGN exam.

Now let’s turn our attention to writing NGN Case Study questions . Although only three case studies will be on the NGN examination, all test-takers must respond to the six questions embedded in these case studies, regardless of how many total questions they receive. Case Studies are complex and require some thinking to create. However, I think they are fun to write—the exercise is very much like writing (a truly short) short story! Here are some suggestions for getting started.

Remember that the case study should represent situations that are appropriate for the level of student you are testing.  Later in the curriculum the questions should represent clinical judgment that a novice nurse is expected to use in actual practice.

Starting the Process of Writing a Case Study

As you begin to write your own case studies, an example might be helpful in integrating the NGN components into an actual case study. The case study below was written for students in an early nursing clinical course, such as Fundamental in Nursing. In addition, the NGN Resources website also provides examples of case studies written at the level of a novice nurse.

Note: The templates we developed for this post can be found on our Resources page . Feel free to use them.

content case study questions

#1. Recognize Cues (Drag and Drop)

Drag & Drop the 4 cues the RN observed the initial assessment which require following up.

content case study questions

#2. Analyze Cues (Select All that Apply-N)

The RN is concerned about the client’s confusion. Identify factors that may be causes for this confusion. a. Hospital Environment  * b. Early indication of Alzheimer’s Disease c. Use of Morphine for control of Pain  * d. Anesthesia  * e. Reduction in O2 f. Limited Sleep

content case study questions

#3. Prioritize Hypothesis (CLOZE)

Complete the following sentence by choosing from the following lists of options:

content case study questions

#4. Generate Solutions (Matrix)

Confusion continues to be a problem for the client on day three post-surgery.

Which of the possible interventions to the problem are indicated and which are contraindicated?

content case study questions

The RN notifies the surgeon of elevated TPR, drainage at surgical site, and pain and received orders.

#5. Take Action (Highlighting)

Upon receiving the following physician orders, highlight those which the nurse should implement right away.

content case study questions

#6. Evaluate Outcomes (Matrix)

The nurse has performed the interventions as ordered by the physician for the client. For each assessment finding, click to specify if the finding indicates that the client’s condition has improved, has not changed, or become worse.

content case study questions

Case study questions are an important part of the NGN emphasis on measuring test-takers’ clinical judgment competence. Hopefully, the example above will give you some ideas for developing your own case study questions. You may notice that these questions are not exactly formatted like those on the NGN website. Currently, most of us do not have the necessary software to completely mimic the NGN questions. But simple templates can come close. Please don’t let the differences in the format of these questions stop you from using case study questions in your testing and classroom teaching.  Remember, the point of the NGN testing process is to assess new graduates’ ability to use good clinical judgment in a variety of clinical situations.  Giving students the opportunity to practice clinical judgment is key to their success on NCLEX and in clinical practice.

Silvestri, L. (2020) Higher-Cognitive Level Test Question:  A Starting Point for Creating Next Generation NCLEX Test Questions. White Paper. Elsevier.

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New Questions on the Next Gen NCLEX (NGN)

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How are NGN questions scored?

What are the next gen nclex questions.

Are you planning on taking the National Council Licensure Examination (NCLEX) exam this year or later?

As of April 2023, the National Council Licensure Examination (NCLEX) will be known as the Next Gen NCLEX (NGN). NGN’s biggest changes include new question types and a different scoring system.

These next gen NCLEX questions range from Matrix Multiple Response , Bow Tie , Cloze drop-down , to Trend .

Questions have a new scoring method (polytomous) to allow partial credit. All questions will be either correct or incorrect, but some will allow test-takers to earn partial credit.

What is the Next Generation NCLEX (NGN)?

The NGN is a result of changing demands in the nursing profession. As a result, the NCSBN re-evaluates the NCLEX exam every three years to ensure those who pass are ready for nursing.

This new NCLEX rolls out in April 2023 , and no doubt will change again in the future.

Standard questions from the old NCLEX (including fill-in-the-blanks, multiple choice, select all that apply, and hot spot) will continue to be worth one point. However, multiple-response questions will receive partial scoring.

In the new NGN-style questions, partial credit is now given in three different ways: +- scoring, Dyad scoring, and Triad scoring.

+/- Scoring lets test-takers earn one point for each correct response, but lose one point for each incorrect response. If the total score is negative, the final score is reduced to zero. In this system, points are not deleted for incorrect responses.

In the dyad scoring system, test-takers get one point if both answers in a paired set are correct. With the triad scoring system, they get one point for each correct answer. If all three are correct, test-takers get two points. 

Find out how to study for the NCLEX exam here .

Questions (items) are standalone items or unfolding (case studies).

Case studies reflect real-world scenarios based on the six functions of clinical judgment in the Clinical Judgment Measurement Model. Stand-alone items are similar to case study questions, but are not a part of them. They are introduced after the minimum number of items.

These new question types (as both case studies and standalones) include:

Drag-and-Drop Cloze

Test-takers can choose a response to drag a choice to, but there might be more than one answer that could be correct. You can either drag the choice back to the list or remove it from the question entirely.

Drop Down Cloze

This includes a paragraph with one or more drop‐down options from which to complete the paragraph, each option having three to five possible answers.

Drag-and-Drop Rationale

This question is made up of one sentence with one cause, one effect, or two causes. Test-takers can select a choice on top of a target and remove it by either dragging it back to the choice list or just removing it.

This can be a dyad (two sentences with one target) or a triad (three sentences with one target).

Drop Down Rationale & Table

This question type includes one sentence with one cause, one effect and another effect. The answer can be a dyad (one sentence with two drop‐downs) or a triad (one sentence with three drop-downs each).

Read our guide on which NCLEX questions to prioritize on your testing day. 

Matrix Multiple Choice & Response

These questions have four to ten rows with two or three options. Each row must have one response selected. A test-taker can only continue to the next question once responding to all rows.

Multiple Response Select N

This differs from other multiple response item types in that the test-taker may not select all but is limited to a certain number of keys.

Multiple Response Grouping

The multiple-choice question has a table with two to five groupings, each with two to four options. The number of options is the same for all groupings, so test-takers must select at least one option from each grouping.

Highlight Text & Table

Test-takers must select parts of the text to determine what is critical for the action. Responses are tokenized, and there can be no more than ten options. Test-takers can choose and deselect options as they see fit.

This question type tests knowledge of the NCJMM, which is a series of steps for measuring clinical judgment.

Prep for the Next Gen NCLEX Questions Here

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Writing A Case Study

Barbara P

A Complete Case Study Writing Guide With Examples

10 min read

Published on: Jun 14, 2019

Last updated on: Dec 19, 2022

Case Study

On This Page On This Page

Knowing how to write a case study is one of the core skills you will need in college. You may feel overwhelmed when you have to write a case study analysis because it requires good analytical and writing skills. But, with practice, you can master this art easily.

If you have to submit a case study soon and you have absolutely no idea where to start from, then this is the right place for you.

Relax and read this blog post to learn how to write a case study assignment in an efficient manner.

Case Study Definition

“What exactly is a case study?”

A case study critically assesses an event, a place, personality, or situation to draw a conclusion. It uses all background information to identify the key problems and recommend further action.

However, you must polish your analytical skills to master case study analysis.

A good case study demonstrates the excellent academic skills of students. But, planning is an important step, especially if you do not want to get into any complicated situation.

To help you write the case study easily, we have explained everything in detail in this blog. Here, you can learn all about the types of case studies and how to write one properly and successfully.

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Types of Case Study

Here are different  types of case study  that you are most likely to deal with in your academic years.

No matter what type you are writing, you will need to present detailed answers and explanations about the case study questions.

How to Start a Case Study?

“How is the case study done?”

Here are the steps that you need to follow for a smooth start to a case study writing process.

1. Identifying the Problem

The very first step in starting a case-control study is to identify the problem. For example, examining the incompetence of KFC to bring a substantial rise in the revenue.

2. Ponder the Root Source

Problems may originate from an incorrect marketing strategy or the flawed structure of the supply chain.

3. Create an Outline

Ask yourself, what should be the main points of the case study. You shouldn’t keep mixing methods and solutions in the essay. Gather at least 3 to 4 main points to explain in your case study and form an organized outline.

4. Potential Solutions

If you are a student, brainstorm and propose a solution to a social issue or any relevant topic. Keep in mind that different case study subjects have different requirements.

For example, in the business world, the marketing and sales teams write case studies to analyze how their products and services could solve the problems of potential customers. Or how their product would affect their social media audience.

How to Write a Case Study?

After making a basic case study analysis, there are some specific steps that you need to follow for writing a perfect case study. These are given below:

1. Introduction

Identify the key issue and write a solid thesis statement in 1-2 sentences. As with any other paper, your case study introduction should serve as a roadmap for your readers.

Your introduction should not only identify the research problem and its significance. But also discuss why this specific case is being written and how it relates to addressing the problem.

A good introduction must answer the following questions:

2. Background Information

Incorporate relevant issues and facts and conduct extensive research on the problem. This is the point where you need to demonstrate how well you have researched your problem.

3. Alternative Solutions

Highlight alternative solutions for the problem to come up with the best solutions. Don’t forget to briefly outline the most viable solutions and evaluate their advantages and disadvantages.

4. Main Answer

Always provide a realistic answer to the question asked in the case. Explain the rationale for choosing the solution and justify it. Explain why this solution is proved to be the best and support it with solid evidence.

You can also utilize concepts from class discussions, lectures, and text readings to help your view. Make sure you have incorporated outside research and personal experiences if necessary.

5. Recommendations

Locate specific strategies to accomplish the solution. Suggest further actions and then outline the implementation plan.

Here are the points that you need to focus on when writing recommendations

These are the basic steps that you need to follow for writing any type of case study. However, you can add or remove the sections depending upon the requirements of the case study you are working on.

Case Study Research

A case study is a detailed study of a person, group, event, place, phenomenon, or organization. Case study methods are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative research methods, but in some cases, qualitative research is also used.

Case studies are great for describing, comparing, evaluating, and understanding different aspects of a research problem.

Case study research revolves around single and multiple case studies. It also includes quantitative evidence, relies on multiple sources, and benefits from the prior development of previous research.

Before starting writing your case study, research and think about what you want to learn or prove. You might be aiming to learn how a company develops a new product. You need to base your research questions around the purpose that you want to achieve.

Case Study Format

The only thing that matters, in the end, is the score. Figure out the required  case study format  and strictly adhere to it.

APA and MLA are the leading case study formats used in various institutions.

Writing a Case Study

Abstract adds to the spice of the paper. Try to craft a solid, brief, and sound abstract as it has immense power to impress or annoy your professors. A common reader also usually reads abstracts to decide if he wants to study the paper.

Have a look at the following components involved in proofreading. It can remove the mistakes and typos of your paper.

How to Cite a Case Study?

Citing sources is an integral part. Four kinds of formatting techniques are used to cite case studies:

Case Study Outline

Let’s explore the way an outline is constructed in problem-oriented papers. Make sure that you outline your case study tactfully. You may find thousands of case study templates on the internet for your help.

Here are the main parts of mainstream educational case studies that you can follow.

case study outline

Case Study Analysis

A successful case study analyzes a real-life situation and provides a great opportunity to gather evidence. It challenges existing assumptions about a problem and provides a new set of recommendations.

Critical thinking and analytical skills matter the most in case studies. They differentiate ordinary paper from outstanding one.

Ensure that your analysis goes through the following techniques.

Thoroughly read the case and brainstorm ideas for the different solutions. Do not rely on one solution.

Locate ideas that sound the most interesting, as they will form the solution. Be extra careful, as picking the wrong solution is the most common mistake.

Don’t rush to write the case study neatly in the first step. Take some time to build a neat one.

Case Study Examples

Examples are a great way to learn how to do a case study. That’s why we have also compiled a bunch of interesting  case study examples  that you can go through before starting writing.

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Case Study Introduction Example

The introduction is the first thing that your readers are going to interact with. So, it is important to formulate a captivating introduction to draw the reader’s attention. Make sure to include a thesis statement and summarize the outcome into 1-2 sentences.

You can also refer to the following example of a case study and learn how to write an interesting introduction.

UX Case Study Example

UX case studies are a great example of design work that designers include in their portfolios. To give you more insights, here is a UX case study design example that you can refer to.

Amazon Case Study Example

Are you looking for an Amazon case study example? Look at this detailed example and learn how to write a case study analysis.

Business Case Study Example

In particular, a business case study focuses on telling a story of how your product or service helped people in achieving their short or long-term goals. You can also read this example and understand the essential elements of writing a great case study.

APA Format Case Study Example

Wondering how to write a case study in APA format? Keep in mind that there are certain APA format guidelines that you need to follow throughout.

Refer to this APA format case study example for more help.

Psychology Case Study Example

A case study in psychology refers to the use of a descriptive research approach for an in-depth analysis of a subject such as a person, group, or organization.

Below we have provided a great example for you to learn how to write a case study in psychology.

Medical Case Study Example

A medical case study is a detailed report of the symptoms, diagnosis, and treatment of the disease. If you need to submit a medical case study soon, the following example will help you start the writing process.

Get Expert Case Study Writing Help

We hope now the idea of making a case study would not haunt you. By now, you must be confident enough to take your pen and start working on your case study. However, it may take some time to develop and polish your craft.

Follow the rules defined in this guide and practice writing case studies.

Case study writing can be tricky as it is designed to help students demonstrate an understanding of a particular topic and how it affects the surrounding. Since it is such a difficult paper to write - an increasing number of students turn to case study writing services for help.

If you are also facing difficulty writing a great case study, then the best option is to hire an  online writing service . Expert case study writers at MyPerfectWords.com  can help you write your study according to your requirements and ahead of your deadline.

Hire our  essay writer  now to get a perfect case study on time!

Frequently Asked Questions

What is the purpose of a case study.

The objective of a case study is to do intensive research on a specific matter, such as individuals or communities. It's often used for academic purposes where you want the reader to know all factors involved in your subject while also understanding the processes at play.

What are the sources of a case study?

Some common sources of a case study include:

What is the sample size of a case study?

A normally acceptable size of a case study is 30-50. However, the final number depends on the scope of your study and the on-ground demographic realities.

Barbara P (Literature, Marketing)

Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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Blog Graphic Design

15+ Professional Case Study Examples [Design Tips + Templates]

By Alice Corner , Jan 12, 2023

Venngage case study examples

Let me ask you a question: Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

For businesses selling consumer goods, having raving reviews is a good way to get more customers. The same thing applies to B2B and/or SaaS businesses — but for this type of business, besides regular, short reviews, having a detailed case study can help tremendously.

Case studies are an incredibly effective form of marketing that you can use to help promote your product and plan your marketing strategy effectively. You can also use it as a form of customer analysis or as a sales tool to inspire potential customers.

So what does a case study look like and how can you create one? In this article, I’m going to list over 15 marketing case study examples, case study tips, and case study templates to help you create a case study that converts.

Bold Social Media Business Case Study Template

Click to jump ahead:

Sales Case Study Examples

Simple case study examples, business case study examples.

What is a case study?

A case study is a research method to gain a better understanding of a subject or process. Case studies involve in-depth research into a given subject, in order to understand its functionality and successes.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

Case Study Definition LinkedIn Post

As well as being valuable marketing tools, case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

What is a marketing case study?

A marketing case study is a type of marketing where you use your existing customers as an example of what your product or services can achieve. You can also create case studies of internal, successful marketing projects.

Here’s an example of a marketing case study template:

marketing case study example

Return to Table of Contents

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Light simplebusiness case study template

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Modern lead Generaton Business Case Study Template

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Social Media Business Case Study template

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

Color combination examples

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Gray Lead Generation Business Case Study Template

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Venngage's accessible color palette generator

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

Lead generation business case study template

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Lead generation case study example short term goals

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

In sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Vibrant Content Marketing Case Study Template

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

Case study example pursuasive language

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Bold Content Marketing Case Study Template

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Teal Social Media Business Case Study Template

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Coral content marketing case study template.jpg

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

Blue case study example case growth

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Blue Content Marketing Case Study Tempalte

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Blue Simple Business Case Study Template

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

Venngage orange marketing case study example

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

Purple SAAS Business Case Study Template

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

Purple SAAS Business Case Study Template Header

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Red SAAS Business Case Study Template

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

event marketing project management gantt chart example

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

Case study peer recommendation quote

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

Contrast Lead Generation Business Case Study Template

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website.

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

Some good questions you could ask would be:

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What Is a Case Study?

An in-depth study of one person, group, or event

Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.

content case study questions

Cara Lustik is a fact-checker and copywriter.

content case study questions

Verywell / Colleen Tighe

Benefits and Limitations

Types of case studies, how to write a case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.

The purpose of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, it is important to follow the rules of APA format .  

A case study can have both strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult to impossible to replicate in a lab. Some other benefits of a case study:

On the negative side, a case study:

Researchers may choose to perform a case study if they are interested in exploring a unique or recently discovered phenomenon. The insights gained from such research can help the researchers develop additional ideas and study questions that might be explored in future studies.

However, it is important to remember that the insights gained from case studies cannot be used to determine cause and effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through the use of individual case studies. Some great examples of case studies in psychology include:

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse had denied her the opportunity to learn language at critical points in her development.

This is clearly not something that researchers could ethically replicate, but conducting a case study on Genie allowed researchers the chance to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might utilize:

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers utilize depends on the unique characteristics of the situation as well as the case itself.

There are also different methods that can be used to conduct a case study, including prospective and retrospective case study methods.

Prospective case study methods are those in which an individual or group of people is observed in order to determine outcomes. For example, a group of individuals might be watched over an extended period of time to observe the progression of a particular disease.

Retrospective case study methods involve looking at historical information. For example, researchers might start with an outcome, such as a disease, and then work their way backward to look at information about the individual's life to determine risk factors that may have contributed to the onset of the illness.

Where to Find Data

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Here are a few additional pointers to keep in mind when formatting your case study:

A Word From Verywell

Case studies can be a useful research tool, but they need to be used wisely. In many cases, they are best utilized in situations where conducting an experiment would be difficult or impossible. They are helpful for looking at unique situations and allow researchers to gather a great deal of information about a specific individual or group of people.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines that you are required to follow. If you are writing your case study for professional publication, be sure to check with the publisher for their specific guidelines for submitting a case study.

Simply Psychology. Case Study Method .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.

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Essential Case Study Questions to Ask Your Best Customers

Benchmark Team writes on February 23, 2023

Picture this: a customer is looking to replace their  email marketing software . As they evaluate different options, they look for products with features that suit their needs and preferences. Most importantly, they want proof that your product works.

You can tell the story yourself, but the problem is  that 9 out of 10 customers won’t trust what you say about your brand . Instead, they want to hear from other customers who have used your product and reaped the benefits. This is where case studies come in handy. 

A case study gives skeptical customers evidence backed by data, numbers, and analysis. It’s an impactful direct endorsement from satisfied customers that tells others, “come buy this product: it enables me to achieve these results and will work for your business, too.” 

Where to Use Case Studies

Case studies are an important part of your  content marketing strategy . Here are a few places you can feature your case studies to drive social proof and conversions:

Identifying the Right Customers for Case Studies

Not all customer stories lend themselves well to case studies. For a case study to really woo your customers, it has to be authentic, believable, and captivating. 

When picking candidates for case studies, consider the following:

Fundamental Case Study Questions to Ask in Your Interview

Asking your customers the right questions can make or break your case study. The questions you ask will vary depending on your industry and the angle of your case study, but here are some essential ones to start with:

1: What’s Your Background?

Getting your customer’s backstory is a great way to set the stage and tone for your case study. It might even help steer your case study down a path you hadn’t considered before.  Better yet, these personal stories engage potential buyers, helping them to relate to your customer base.

2: How did you find out about us?

3: when did you start working with us, 4: what was the beginning of the engagement with our company like, 5: what problem were you trying to solve.

Every buyer is working to address a problem. Your case study should focus on one problem, so ask what problem the user was trying to solve. This question will give the reader (and you)  insight into how people perceive and use your product.

6: How Was The Problem Affecting You?

Most buying decisions are based on emotions  rather than logic. Expand this question by asking how the problem was affecting impacting the customer’s bottom line, what difficulties it was causing and how it made the person feel. Ask open-ended questions and try to elicit emotional responses as much as possible.

7: What Possible Solutions Did You Consider?

There are always multiple ways to solve any problem. Those who read your case study will trust the testimonial more if they can see that the customer considered other solutions. Buyers always start with a list of options and then narrow down the list until they find the perfect fit.

8: Why Did You Choose Our Product or Service?

Case study readers will be interested in the decision-making process previous buyers have gone through. If they identify with the process, they are more likely to buy the same product.

9: What Would Have Happened If You Had NOT Made The Purchase?

Asking this question reiterates the original problem. Hopefully it’s the same one the reader is trying to solve. It emphasizes the consequences of postponing a purchase and increases the likelihood of the reader making the decision you want him or her to make.

10: What Risks Did You Consider?

Every decision has risks. If you ignore them they won’t go away, so you need to address each risk to reassure your prospective customer. This helps the reader to overcome their natural aversion to taking risks. Risk analysis has two main components; how likely it is, and how severe are the possible consequences.

You can reduce perceived risk by including a ludicrous over-the-top warranty that offers much more than the standard money-back guarantee everyone offers.

11: What Reservations Did You Have?

This is similar to risk analysis and gives you another way to find why people might not be buying from you. If one person has reservations, other buyers might have similar feelings and need to confront them before making a decision to purchase.

12: Did you need any help using our product/solution, and how did you get help?

Provide potential customers with a taste of what it’s like working with your company. Do you have 24/7 support? Personalized account management? Give your  customer service and support  a chance to shine.

13: What are some of the main benefits of using our product/solution?

14: what measurable benefits have you seen.

This question gives your case study respondent an opportunity to address the value in your product and to spell out exactly how it solved their problem. It is more convincing as the final question because readers can see the feedback is credible. Praise is more effective when it’s given after a detailed risk analysis and consideration of alternatives.

15: What are the three biggest things you love about our company? 

16: what would you say to other people considering us, bonus: can you provide creative assets.

Be sure to ask your customer for a headshot, company logo and other brand elements you can add to their case study to make it feel even more personal and authentic to your audience.

You know what you need and how your study needs to be structured. If you simply ask someone to give you feedback on a purchase, what you get is unstructured and rambling praise that lacks credibility. Structuring responses will save the respondents time and gives you something much more valuable.

Your best customers value your partnership and want to help you succeed. They will more than likely be happy to take part in a case study. All you need to do is to ask.

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How to Write a Case Study: A Step-by-Step Guide (+ Examples)

by Todd Brehe

on Aug 23, 2022

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 you deliver, this guide will help.

We’ll give you a proven template to follow, show you how to conduct an engaging interview, and give you several examples and tips for best practices.

Let’s start with the basics.

content case study questions

What is a Case Study?

A business case study is simply a story about how you successfully delivered a solution to your client.

Case studies start with background information about the customer, describe problems they were facing, present the solutions you developed, and explain how those solutions positively impacted the customer’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:

Case studies serve your clients too. For example, they can generate positive publicity and highlight the accomplishments of line staff to the management team. Your company might even throw in a new product/service discount, or a gift as an added bonus.

But don’t just take my word for it. Let’s look at a few statistics and success stories:

5 Winning Case Study Examples to Model

Before we get into the nuts and bolts of how to write a case study, let’s go over a few examples of what an excellent one looks like.

The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure.

1. Lane Terralever and Pinnacle at Promontory

case study example Lane Terralever

This case study example  from Lane Terralever  incorporates images to support the content and effectively uses subheadings to make the piece scannable.

2. WalkMe Mobile and Hulyo

case study example walkme mobile

This case study  from WalkMe Mobile  leads with an engaging headline and the three most important results the client was able to generate.

In the first paragraph, the writer expands the list of accomplishments encouraging readers to learn more.

3. CurationSuite Listening Engine

case study example curationsuite listening engine

This is an example of a well-designed printable case study . The client, specific problem, and solution are called out in the left column and summarized succinctly.

4. Brain Traffic and ASAE

case study example brain traffic

This long format case study (6 pages) from Brain Traffic  summarizes the challenges, solutions, and results prominently in the left column. It uses testimonials and headshots of the case study participants very effectively.

5. Adobe and Home Depot

case study example adobe home depot

This case study  from Adobe and Home Depot  is a great example of combining video, attention-getting graphics, and long form writing. It also uses testimonials and headshots well.

Now that we’ve gone over the basics and showed a few great case study examples you can use as inspiration, let’s roll up our sleeves and get to work.

A Case Study Structure That Pros Use

Let’s break down the structure of a compelling case study:

Choose Your Case Study Format

In this guide, we focus on written case studies. They’re affordable to create, and they have a proven track record. However, written case studies are just one of four case study formats to consider:

If you have the resources, video (like the Adobe and Home Depot example above) and podcast case studies can be very compelling. Hearing a client discuss in his or her own words how your company helped is an effective content marketing strategy

Infographic case studies are usually one-page images that summarize the challenge, proposed solution, and results. They tend to work well on social media.

Follow a Tried-and-True Case Study Template

The success story structure we’re using incorporates a “narrative” or “story arc” designed to suck readers in and captivate their interest.

Note:  I recommend creating a blog post or landing page on your website that includes the text from your case study, along with a downloadable PDF. Doing so helps people find your content when they perform Google and other web searches.

There are a few simple SEO strategies that you can apply to your blog post that will optimize your chances of being found. I’ll include those tips below.

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 your company’s name. 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 your firm provided “video editing services” and you want to target this primary keyword. Include it, your company name, and your client’s name 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 your 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 you.

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 your company 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 customer’s work effort.

Show Your Results

Detail what you accomplished for the customer 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 your company in the future.

Give a Call-to-Action

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

Talk About You

Include a “press release-like” description of your client’s organization, with a link to their website. For your printable document, add an “About” section with your contact information.

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

Now, let’s go over how to get the information you’ll use in your case study.

How to Conduct an Engaging Case Study Interview

One of the best parts of creating a case study is talking with your client about the experience. This is a fun and productive way to learn what your company did well, and what it can improve on, directly from your customer’s perspective.

Here are some suggestions for conducting great case study interviews:

When Choosing a Case Study Subject, Pick a Raving Fan

Your sales and marketing team should know which clients are vocal advocates willing to talk about their experiences. Your customer service and technical support teams should be able to contribute suggestions.

Clients who are experts with your product/service make solid case study candidates. If you sponsor an online community, look for product champions who post consistently and help others.

When selecting a candidate, think about customer stories that would appeal to your target audience. For example, let’s say your sales team is consistently bumping into prospects who are excited about your solution, but are slow to pull the trigger and do business with you.

In this instance, finding a client who felt the same way, but overcame their reluctance and contracted with you anyway, would be a compelling story to capture and share.

Prepping for the Interview

If you’ve ever seen an Oprah interview, you’ve seen a master who can get almost anyone to open up and talk. Part of the reason is that she and her team are disciplined about planning.

Before conducting a case study interview, talk to your own team about the following:

Pro Tip:  Tee up your client. Send them the questions in advance.

Providing questions to clients before the interview helps them prepare, gather input from other colleagues if needed, and feel more comfortable because they know what to expect.

In a moment, I’ll give you an exhaustive list of interview questions. But don’t send them all. Instead, pare the list down to one or two questions in each section and personalize them for your customer.

Nailing the Client Interview

Decide how you’ll conduct the interview. Will you call the client, use Skype or Facetime, or meet in person? Whatever mode you choose, plan the process in advance.

Make sure you record the conversation. It’s tough to lead an interview, listen to your contact’s responses, keep the conversation flowing, write notes, and capture all that the person is saying.

A recording will make it easier to write the client’s story later. It’s also useful for other departments in your company (management, sales, development, etc.) to hear real customer feedback.

Use open-ended questions that spur your contact to talk and share. Here are some real-life examples:

Introduction

Initial Challenges

Results, Improvements, Progress

Future Plans

Honest Feedback

During the interview, use your contact’s responses to guide the conversation.

Once the interview is complete, it’s time to write your case study.

How to Write a Case Study… Effortlessly

Case study writing is not nearly as difficult as many people make it out to be. And you don’t have to be Stephen King to do professional work. Here are a few tips:

Also, make sure to do the following:

Add Testimonials, Quotes, and Visuals

The more you can use your contact’s words to describe the engagement, the better. Weave direct quotes throughout your narrative.

Strive to be conversational when you’re writing case studies, as if you’re talking to a peer.

Include images in your case study that visually represent the content and break up the text. Photos of the company, your contact, and other employees are ideal.

If you need to incorporate stock photos, here are three resources:

And if you need more, check out Smart Blogger’s excellent resource: 17 Sites with High-Quality, Royalty-Free Stock Photos .

Proofread and Tighten Your Writing

Make sure there are no grammar, spelling, or punctuation errors. If you need help, consider using a grammar checker tool like Grammarly .

My high school English teacher’s mantra was “tighten your writing.” She taught that impactful writing is concise and free of weak, unnecessary words . This takes effort and discipline, but will make your writing stronger.

Also, keep in mind that we live in an attention-diverted society. Before your audience will dive in and read each paragraph, they’ll first scan your work.  Use subheadings  to summarize information, convey meaning quickly, and pull the reader in.

Be Sure to Use Best Practices

Consider applying the following best practices to your case study:

Get Client Approval

After you have a final draft, send it to the client for review and approval. Incorporate any edits they suggest.

Use or modify the following “Consent to Publish” form to get the client’s written sign-off:

Consent to Publish

Case Study  Title:

I hereby confirm that I have reviewed the case study listed above and on behalf of the [Company Name], I provide full permission for the work to be published, in whole or in part, for the life of the work, in all languages and all formats by [Company publishing the case study].

By signing this form, I affirm that I am authorized to grant full permission.

Company Name:

E-mail Address:

Common Case Study Questions (& Answers)

We’ll wrap things up with a quick Q&A. If you have a question I didn’t answer, be sure to leave it in a blog comment below.

Should I worry about print versions of my case studies?

Absolutely.

As we saw in the CurationSuite  and Brain Traffic  examples earlier, case studies get downloaded, printed, and shared. Prospects can and will judge your book by its cover.

So, make sure your printed case study is eye-catching and professionally designed. Hire a designer  if necessary.

Why are good case studies so effective?

Case studies work because people trust them.

They’re not ads, they’re not press releases, and they’re not about how stellar your company is.

Plus, everyone likes spellbinding stories with a hero [your client], a conflict [challenges], and a riveting resolution [best solution and results].

How do I promote my case study?

After you’ve written your case study and received the client’s approval to use it, you’ll want to get it in front of as many eyes as possible.

Try the following:

Ready to Write a Case Study That Converts?

If you want to stand out and you want to win business, case studies should be an integral part of your sales and marketing efforts.

Hopefully, this guide answered some of your questions and laid out a path that will make it faster and easier for your team to create professional, sales-generating content.

Now it’s time to take action and get started. Gather your staff, select a client, and ask a contact to participate. Plan your interview and lead an engaging conversation. Write up your client’s story, make them shine, and then share it.

Get better at the case study process by doing it more frequently. Challenge yourself to write at least one case study every two months.

As you do, you’ll be building a valuable repository of meaningful, powerful content. These success stories will serve your business in countless ways, and for years to come.

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Written by Todd Brehe

6 thoughts on “how to write a case study: a step-by-step guide (+ examples)”.

Just the guide I needed for case studies! Great job with this one!

Hey Todd, great post here. I liked that you listed some prompting questions. Really demonstrates you know what you’re talking about. There are a bunch of Ultimate Guides out there who list the theories such as interview your customer, talk about results, etc. but really don’t help you much.

Thanks, Todd. I’ve planned a case study and this will really come in handy. Bookmarked.

Very good read. Thanks, Todd. Are there any differences between a case study and a use case, by the way?

Hi Todd, Very well-written article. This is the ultimate guide I have read till date. It has actionable points rather than some high-level gyan. Creating a new case study always works better when (1) you know the structure to follow and (2) you work in a group of 3-4 members rather than individually. Thanks for sharing this guide.

Hi Todd. Very useful guide. I learn step by step. Looking forward to continually learning from you and your team. Thanks

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What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on January 30, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Prevent plagiarism. Run a free check.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, January 30). What Is a Case Study? | Definition, Examples & Methods. Scribbr. Retrieved March 5, 2023, from https://www.scribbr.com/methodology/case-study/

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How to Create a Case Study + 14 Case Study Templates

How to Create a Case Study + 14 Case Study Templates

Written by: Brian Nuckols

An illustration of a man pointing to a case study inside a manila folder.

When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff. 

In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today. 

Let’s begin! 

Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:

content case study questions

What is a Case Study?

A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals. 

In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product. 

It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal. 

A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success. 

The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution. 

How to Write a Case Study

When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today. 

Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study. 

We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section. 

An infographic sharing three style tips for case studies.

Pinpoint Your Main Message

When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts. 

If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service. 

This is why you need to focus on a single message or metric. This is often called the north star metric . 

The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle. 

While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success. 

In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize. 

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Use Emotionally Rich Language 

Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive. 

In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.

This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey. 

A diagram showcasing marketing language and the emotions it evokes.

Use Data For Concrete Evidence 

Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve. 

To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years. 

If there are any apparent trends, you can use color to highlight specific areas in a chart. 

If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs. 

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In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together. 

Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead. 

Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.

If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now! 

College for Adult Learning case study template available for customization in Visme.

Include All Necessary Parts of a Case Study

After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.

All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.

An informational infographic template showcasing parts of a case study available to customize in Visme.

While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.

14 Case Study Templates

Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 

1. Fuji Xerox Australia Case Study Template

A blue and white case study template available to be customized in Visme.

Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved. 

2. College for Adult Learning Case Study Template

College for Adult Learning case study template available for customization in Visme.

As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language. 

Utilize the professionally designed business case study to connect with your audience. 

3. Intel Case Study Template

Orange and white case study template available for customization in Visme.

The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved. 

You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design. 

4. Bit.ly Case Study Template

Orange and teal case study template available for customization in Visme.

Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business. 

You can modify the professionally designed case study template to illustrate the key results you drive for your clients. 

5. NVISIONCenters Case Study Template

Blue and purple case study template available for customization in Visme.

The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset. 

6. Adobe Case Study Template

Yellow and black case study template available for customization in Visme.

The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset. 

Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed. 

You can use the Adobe case study template to demonstrate the success of your most effective tactics. 

7. Inkjet Wholesale Case Study Template

A colorful case study template available for customization in Visme.

The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign. 

8. Neutrogena Case Study Template

Blue and white case study template available for customization in Visme.

If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals. 

When it is all said and done, you have the results section to complete a successful client partnership story.

9. Weebly Case Study Template

Neutral case study template available for customization in Visme.

The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic. 

10. Patagonia Case Study Template

Bright pink and purple case study template available for customization in Visme.

The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality. 

It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.  

11. Think With Google Case Study Template

Red and white case study template available for customization in Visme.

The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app. 

It is a visually impactful case study design template that you can use to tell a compelling story about your results. 

12. Kleenex Case Study Template

Beige case study template available for customization in Visme.

This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.

Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.

13. Customer Experience Presentation Case Study Template

Orange and purple case study presentation template available for customization in Visme.

The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format. 

If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study. 

14. Webinar Presentation Case Study Template

Purple, pink and blue case study presentation available for customization in Visme.

One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools. 

We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point. 

Case Study Design Tips

Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level. 

Infographic sharing six case study design tips.

Be Brief In Your Case Study 

In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle. 

Brevity in design is when you find the best way to perform your intended objective in as few steps as possible. 

When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply. 

Describe Your Vision Clearly

Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals. 

Clarity in design is when all of the visual elements add up to a whole. 

A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time. 

Blue and purple presentation slide showcasing the highlight of a case study.

Create A Consistent Style 

Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements. 

In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study. 

Use A Case Study Template For Readability

Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle. 

Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study. 

Use Proper Alignment In Your Case Study 

Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design. 

The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study. 

Let Your Brand Personality Speak

When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .

Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room? 

There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design. 

Start Designing Your Case Study Today 

A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.

If you’re ready to create your next case study, get started with Visme today .

Design beautiful visual content you can be proud of.

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About the Author

Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.

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Analytics Vidhya

Analytics Vidhya

Katie Huang Xiemin

Jul 15, 2021

8 Week SQL Challenge: Case Study #1 Danny’s Diner

Thank you Danny Ma for the excellent case study! You can find it here and try it yourself.

I’ve posted the solution and full syntax on GitHub too.

Introduction

Danny seriously loves Japanese food so in the beginning of 2021, he decides to embark upon a risky venture and opens up a cute little restaurant that sells his 3 favourite foods: sushi, curry and ramen.

Danny’s Diner is in need of your assistance to help the restaurant stay afloat — the restaurant has captured some very basic data from their few months of operation but have no idea how to use their data to help them run the business.

Problem Statement

Danny wants to use the data to answer a few simple questions about his customers, especially about their

Having this deeper connection with his customers will help him deliver a better and more personalised experience for his loyal customers .

He plans on using these insights to help him decide whether he should expand the existing customer loyalty program — additionally he needs help to generate some basic datasets so his team can easily inspect the data without needing to use SQL.

The data set contains the following 3 tables which you may refer to the relationship diagram below to understand the connection.

Table Relationship

Case study questions.

I’m using Microsoft SQL Server and these are the functions used.

We use the SUM and GROUP BY functions to find out total spent for each customer and JOIN function because customer_id is from sales table and price is from menu table.

2. How many days has each customer visited the restaurant?

Use DISTINCT and wrap with COUNT function to find out number of days customer visited the restaurant.

If we do not use DISTINCT for order_date, the number of days may be repeated. For example, if customer A visited the restaurant twice on ‘2021–01–07’, then number of days may have counted as 2 instead of 1 day.

3. What was the first item from the menu purchased by each customer?

First, we have to create a CTE using WITH function. In the summary CTE, we use DENSE_RANK and OVER(PARTITION BY ORDER BY) to create a new column rank based on order_date .

I chose to use DENSE_RANK instead of ROW_NUMBER or RANK as the order_date is not time stamped hence, we do not know which item is ordered first if 2 or more items are ordered on the same day.

Subsequently, we GROUP BY the columns to show rank = 1 only.

4. What is the most purchased item on the menu and how many times was it purchased by all customers?

5. Which item was the most popular for each customer?

Again, we create a CTE to rank the number of orders for each product by DESC order for each customer.

Then, we generate results where rank of product = 1 only as the most popular product for individual customer.

6. Which item was purchased first by the customer after they became a member?

Yeap, you can guess it! We’re creating another CTE.

In this CTE, we filter order_date to be on or after their join_date and then rank the product_id by the order_date.

Next, we filter the table by rank = 1 to show first item purchased by customer.

7. Which item was purchased just before the customer became a member?

Basically this is a reversed of Question #6. Create a CTE in order

Then, pull table to show the last item ordered by customer before becoming member.

8. What is the total items and amount spent for each member before they became a member?

First, filter order_date before their join_date. Then, COUNT unique product_id and SUM the prices total spent before becoming member.

Answer: Before becoming members,

9. If each $1 spent equates to 10 points and sushi has a 2x points multiplier — how many points would each customer have?

Let’s breakdown the question.

So, we use CASE WHEN to create conditional statements

So, you can see the table below with new column, points .

Using the table above, we SUM the price, match it to the product_id and SUM the total_points .

10. In the first week after a customer joins the program (including their join date) they earn 2x points on all items, not just sushi — how many points do customer A and B have at the end of January?

Again, we breakdown the question.

Then, use CASE WHEN to allocate points by dates and product_name .

Our assumptions are

Bonus Questions

Join all the things.

Recreate the table with: customer_id, order_date, product_name, price, member (Y/N)

Rank All The Things

Danny also requires further information about the ranking of customer products, but he purposely does not need the ranking for non-member purchases so he expects null ranking values for the records when customers are not yet part of the loyalty program.

From the analysis, we discover a few interesting insights that would be certainly useful for Danny.

Now it’s your turn to share something interesting about my analysis and 1 (or more!) areas for improvement.

Cheers! (I’m craving for sushi and ramen now :D)

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CBSE Class 12 Physics Important Case Study Based Questions 2023

Important Case Study Questions for Class 12 Physics: Check here the important case study based questions of Section E in the CBSE Class 12 Physics exam 2023 for last minute preparation.

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CBSE Class 12 Physics  Exam 2023 Important Questions:  The Central Board of Secondary Education is the largest and one of the most prestigious school boards in India, and millions of students are currently enrolled in it. The annual CBSE Exams are of utmost importance for the students, and the next paper will be of Physics on 6 March. Physics is a compulsory subject in CBSE Class 12 science stream and is essential for both medical and non-medical science stream students. The subject also demands immense practice, especially the important topics for class 12 Physics, like optics and electromagnetics. There will be five sections in the 2023 CBSE Class 12 Physics exam, and the last section E will comprise two case study-based questions of 5 marks. These questions are very important from the exam point of view, and you can read the solved versions here.

Must Read: CBSE Physics Class 12 Syllabus 202 3

Must Read:   CBSE Topper Answer Sheet Class 12 Physics

CBSE Class 12   Physics   Unit Wise Marks Distribution  2023

Why for case study questions are beneficial for class 12 physics .

Physics is no walk in the park. It is a mind-boggling subject that’s on par with mathematics for non-medical stream students. However, physics is challenging for all students due to its conceptual and numerical-based nature. Physics requires a clear understanding of the fundamentals, memorisation of several formulas, derivations and expert calculation skills plus the ability to apply them to tricky questions. All this requires practice but not blind practice. You must know which topics are important and which chapters are frequently asked in the exam.

Related: CBSE Physics Previous Year Question Paper Class 12

Related:   CBSE Class 12 Physics Sample Paper 202 3

Important Questions For Class 12   Physics   CBSE Board

Ques. 1  An ammeter and a voltmeter are connected in series to a battery with an emf   of 10V.   When a certain resistance is connected in parallel with the voltmeter, the reading of the   voltmeter decreases three times, whereas the reading of the   ammeter increases two times.

A: Find the voltmeter reading after the connection of the resistance.

Answer: (2) 2V

B: If the resistance of the ammeter is 2 ohm, then the resistance of the voltmeter is:-

Answer: (3) 3 ohm

C: If the resistance of ammeter is 2 ohm ,then resistance of the resistor which is added in parallel to the voltmeter is

Answer: (1) 3/5 ohm

Ques. 2 Given figure shows a metal rod PQ resting on the smooth rails AB and positioned between the poles of a permanent magnet. The rails, the rod, and the magnetic field are in three mutual perpendicular directions. A galvanometer G connects the rails through a switch K. Length of the rod = 15 cm, B = 0.50 T, resistance of the closed loop containing the rod = 9.0 mΩ. Assume the field to be uniform.

(a) Suppose K is open and the rod is moved with a speed of 12 cm s-1 in the direction shown. Give the polarity and magnitude of the induced emf. Physics / XII (2020-21)

(b) Is there an excess charge built up at the ends of the rods when K is open? What if K is closed?

(c) With K open and the rod moving uniformly, there is no net force on the electrons in the rod PQ even though they do experience magnetic force due to the motion of the rod. Explain.

(d) What is the retarding force on the rod when K is closed?

(e) How much power is required (by an external agent) to keep the rod moving at the same speed (=12 cm/ sec) when K is closed? How much power is required when K is open?

(f) How much power is dissipated as heat in the closed circuit? What is the source of this power?

(g) What is the induced emf in the moving rod if the magnetic field is parallel to the rails instead of being perpendicular?

(a) EMF = vBL = 0.12 0.50 x 0.15 = 9.0 mV; P positive end and Q negative end.

(b) Yes. When K is closed, the excess charge is maintained by the continuous flow of current.

(c) Magnetic force is cancelled by the electric force set-up due to the excess charge of opposite signs at the ends of the rod.

(d) Retarding force = IBL

9 mV / 9 mΩ x 0.5 T x 0.15 m = 75 x 10 -3  N

When K is open, no power is expended.

(f) I 2  R = 1x1x 9 x 10 -3  = 9.0 x 10 -3  W

The source of this power is the power provided by the external agent as calculated above.

g) Zero: motion of the rod does not cut across the field lines. [Note: length of Pg has been considered above to be equal to the spacing between the rails.]

Ques. 3 According to Ohm's law, the current flowing through a conductor is directly proportional to the potential difference across the ends of the conductor i.e I ∝ V ⇒ V/ I = R, where R is resistance of the conductor Electrical resistance of a conductor is the obstruction posed by the conductor to the flow of electric current through it. It depends upon length, area of cross-section, nature of material and temperature of the conductor.

We can write R∝l/A or R=ρl/A

Where ρ is electrical resistivity of the material of the conductor.

(i) Dimensions of electric resistance is

(a) [ML2 T−2 A−2]

(b) [ML2T−3A−2]

(c) [M−1 L−2 T−1 A]

(d) [M−1L2T2A−1]

(ii) If 1μA current flows through a conductor when potential difference of 2 volt is applied

across its ends, then the resistance of the conductor is

(c) 1.5×105Ω

(iii) Specific resistance of a wire depends upon

(b) cross-sectional area

(d) none of these

(iv) The slope of the graph between potential difference and current through a conductor is

(a) a straight line

(c) first curve then straight line

(d) first straight line then curve

(v) The resistivity of the material of a wire 1.0 m long, 0.4 mm in diameter and having a

resistance of 2.0 ohm is

(a) 57×10−6Ωm

(b) 5.25×10−7Ωm

(c) 7.12×10−5Ωm

(d) 2.55×10−7Ωm

Now, ρ = RA/ l = 2×4π×10−8/ 1 = 2.55×10−7Ωm

(ii) (b) As I = ε/ (R+r)

In first case, I = 0.5 A; R = 12 Ω

0.5 = ε/ (12+r) ⇒ ε = 6.0 + 0.5 r ....(i)

In second case I = 0.25 A; R=25 Ω

ε = 6.25 + 0.25 r ...(ii)

From equation (i) and (ii), r = 1 Ω

(iv) (a) Current in the circuit I= ε/ (R+r)

Power delivered to the resistance R is P = I2R = E2R/ (R+r)2

It is maximum when dP/ dR = 0

dP/ dR = E2[(r+R)2−R(r+R)]/ (r+R)4 = 0

or (r+R)2 = 2R(r+R) or R = r

(v) (b) For first case, ε/ (R+r) = 10/ R ...(i)

For second case, ε/ (5R+r) = 30/ 5R

Dividing (i) by (ii), we get r = 5R

From (i), ε/ (R+5R) = 10/ R ,ε = 60 V

Also Read:  

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CBSE Class 12 Physics 2023 : Important Case Study Based Questions with Solution

The annual CBSE exam is extremely important for the students, and the next paper will be  Physics on 6th March . The subject also  demands immense practice , there will be five sections in the Physics exam, and the last section E will have two  case study-based questions of 5 marks each . These questions are very important from the exam point of view, and  you can read the solved versions here .

Why are Case Study Questions Beneficial for Class 12 Physics?

It is a  mind-boggling subject  which is at par with Mathematics for non-medical stream students. However,  Physics is challenging  for all students because of its  conceptual and numerical-based nature .

Physics requires a clear understanding of  fundamentals, memorization of many formulas, derivation and expert calculation skills  as well as the ability to apply them to complex problems. All this requires practice, you can read here Case Study Questions for Class 12 Physics in solved version.

CBSE Class 12 Physics – Important Questions Case Study

Ques. 1  An ammeter and a voltmeter are connected in series to a battery with an emf    of 10V.   When a certain resistance is connected in parallel with the voltmeter, the reading of the   voltmeter decreases three times, whereas the reading of the  ammeter increases two times.

A: Find the voltmeter reading after the connection of the resistance.

Answer:  (2) 2V

B: If the resistance of the ammeter is 2 ohm, then the resistance of the voltmeter is:-

Answer:  (3) 3 ohm

C: If the resistance of ammeter is 2 ohm ,then resistance of the resistor which is added in parallel to the voltmeter is

Answer:  (1) 3/5 ohm

Ques. 2 Given figure shows a metal rod PQ resting on the smooth rails AB and positioned between the poles of a permanent magnet. The rails, the rod, and the magnetic field are in three mutual perpendicular directions. A galvanometer G connects the rails through a switch K. Length of the rod = 15 cm, B = 0.50 T, resistance of the closed loop containing the rod = 9.0 mΩ. Assume the field to be uniform.

(a) Suppose K is open and the rod is moved with a speed of 12 cm s-1 in the direction shown. Give the polarity and magnitude of the induced emf. Physics / XII (2020-21)

(b) Is there an excess charge built up at the ends of the rods when K is open? What if K is closed?

(c) With K open and the rod moving uniformly, there is no net force on the electrons in the rod PQ even though they do experience magnetic force due to the motion of the rod. Explain.

(d) What is the retarding force on the rod when K is closed?

(e) How much power is required (by an external agent) to keep the rod moving at the same speed (=12 cm/ sec) when K is closed? How much power is required when K is open?

(f) How much power is dissipated as heat in the closed circuit? What is the source of this power?

(g) What is the induced emf in the moving rod if the magnetic field is parallel to the rails instead of being perpendicular?

(a) EMF = vBL = 0.12 0.50 x 0.15 = 9.0 mV; P positive end and Q negative end.

(b) Yes. When K is closed, the excess charge is maintained by the continuous flow of current.

(c) Magnetic force is cancelled by the electric force set-up due to the excess charge of opposite signs at the ends of the rod.

(d) Retarding force = IBL

9 mV / 9 mΩ x 0.5 T x 0.15 m = 75 x 10 -3  N

e) Power expended by an external agent against the above retarding force to keep the rod moving uniformly at 12 cm s’ = 75 x 10 -3 x 12 x 10 -2 = 9.0 x 10 -3  W

When K is open, no power is expended.

(f) I 2  R = 1x1x 9 x 10 -3  = 9.0 x 10 -3  W

The source of this power is the power provided by the external agent as calculated above.

g) Zero: motion of the rod does not cut across the field lines. [Note: length of Pg has been considered above to be equal to the spacing between the rails.]

Ques. 3 According to Ohm’s law, the current flowing through a conductor is directly proportional to the potential difference across the ends of the conductor i.e I ∝ V ⇒ V/ I = R, where R is resistance of the conductor Electrical resistance of a conductor is the obstruction posed by the conductor to the flow of electric current through it. It depends upon length, area of cross-section, nature of material and temperature of the conductor.

We can write R∝l/A or R=ρl/A

Where ρ is electrical resistivity of the material of the conductor.

(i) Dimensions of electric resistance is

(a) [ML2 T−2 A−2]

(b) [ML2T−3A−2]

(c) [M−1 L−2 T−1 A]

(d) [M−1L2T2A−1]

(ii) If 1μA current flows through a conductor when potential difference of 2 volt is applied

across its ends, then the resistance of the conductor is

(c) 1.5×105Ω

(iii) Specific resistance of a wire depends upon

(b) cross-sectional area

(d) none of these

(iv) The slope of the graph between potential difference and current through a conductor is

(a) a straight line

(c) first curve then straight line

(d) first straight line then curve

(v) The resistivity of the material of a wire 1.0 m long, 0.4 mm in diameter and having a

resistance of 2.0 ohm is

(a) 57×10−6Ωm

(b) 5.25×10−7Ωm

(c) 7.12×10−5Ωm

(d) 2.55×10−7Ωm

Now, ρ = RA/ l = 2×4π×10−8/ 1 = 2.55×10−7Ωm

(ii) (b) As I = ε/ (R+r)

In first case, I = 0.5 A; R = 12 Ω

0.5 = ε/ (12+r) ⇒ ε = 6.0 + 0.5 r ….(i)

In second case I = 0.25 A; R=25 Ω

ε = 6.25 + 0.25 r …(ii)

From equation (i) and (ii), r = 1 Ω

(iv) (a) Current in the circuit I= ε/ (R+r)

Power delivered to the resistance R is P = I2R = E2R/ (R+r)2

It is maximum when dP/ dR = 0

dP/ dR = E2[(r+R)2−R(r+R)]/ (r+R)4 = 0

or (r+R)2 = 2R(r+R) or R = r

(v) (b) For first case, ε/ (R+r) = 10/ R …(i)

For second case, ε/ (5R+r) = 30/ 5R

Dividing (i) by (ii), we get r = 5R

From (i), ε/ (R+5R) = 10/ R ,ε = 60 V

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  1. 12 great case study examples (plus case study writing tips)

    How to write your own case study How can you write engaging, effective case studies like the examples above? Here are six steps. 1. Identify a worthy case Think of projects—either for yourself or for clients—that got outstanding results.

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  3. 14 Best Case Study Questions to Ask Your Top Customers

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  4. 5 Powerful Content Marketing Case Study Interview Questions

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    The case study questions listed above are arranged as an outline of a typical case study. Start by introducing the company and the problem they were trying to solve when they sought out your business. Next, explain the process of how they used your product to solve their problem.

  7. Case Study Questions You Need to Ask

    Go into the case study interview with an open mind and be ready to listen. Download our interview cheat sheet. Get the powerful questions we use at Uplift Content when conducting a case study interview with a customer. Plus benefit from 7 interviewing dos and don'ts. Download 21 Interview Questions to Help You Uncover Case Study Gold [Cheat ...

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  9. Writing Next Generation NCLEX-Style Case Study Questions

    Client/Nurse Interaction. The six questions in the case study should focus on the application of one of the cognitive skills highlighted in the Clinical Judgment Measurement Model (CJMM). Silvestri (2020) identifies questions that test-writers (and test-takers) ask themselves to understand each of the six cognitive skills.

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    Case Study Format The only thing that matters, in the end, is the score. Figure out the required case study format and strictly adhere to it. APA and MLA are the leading case study formats used in various institutions. Writing a Case Study Abstract adds to the spice of the paper.

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    15+ Professional Case Study Examples [Design Tips + Templates] By Alice Corner, Jan 12, 2023 Let me ask you a question: Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it? If the answer is no — or at least, rarely — you get my point.

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    A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.

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  15. How to Write a Case Study: A Step-by-Step Guide (+ Examples)

    The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure. 1. Lane Terralever and Pinnacle at Promontory. This case study example from Lane Terralever incorporates images to support the content and effectively uses subheadings to make the piece scannable. 2.

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  17. Case Study Questions (Definition, Types And Examples)

    What Are Case Study Questions? Case study questions are business-oriented situations or challenges presented during the interview for which candidates require to provide solutions. These questions assess a candidate's business acumen, analytical skills and problem-solving capabilities.

  18. What Is a Case Study?

    Step 1: Select a case Step 2: Build a theoretical framework Step 3: Collect your data Step 4: Describe and analyze the case When to do a case study A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject.

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    14 Case Study Templates. Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 1. Fuji Xerox Australia Case Study Template. Customize this template and make it your own!

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    Consider adding multi-media elements in addition to written content, such as videos, PDFs, and images to mix it up and make the content more engaging. Images of the actual customer, dashboards of results, and even video interviews will make your case study easier to read and more compelling. 4. Include Real Numbers.

  21. Solved Question 1 (20 marks) Read the case study below and

    Operations Management questions and answers; Question 1 (20 marks) Read the case study below and answer the questions that follow. Leadership Elon Musk's leadership focuses on innovation and achieving large-scale goals. This leadership style's strengths are innovative thinking, analysis, problem-solving, planning, and strategy execution.

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    The annual CBSE exam is extremely important for the students, and the next paper will be Physics on 6th March.The subject also demands immense practice, there will be five sections in the Physics exam, and the last section E will have two case study-based questions of 5 marks each.These questions are very important from the exam point of view, and you can read the solved versions here.

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