Case studies are an incredibly effective form of marketing that you can use to help promote your product. Case studies take existing customers and explore how they utilize your product to help them achieve their business goals.
Case studies can help you plan a marketing strategy effectively, be used as a form of analysis, or as a sales tool to inspire potential customers.
We’ve brought together over 15 marketing case study examples, case study tips, and case study templates to help you create a case study that helps your marketing succeed.
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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.
Most importantly: case studies are stories. In particular, business management case studies tell the story of how your product or service helped a person or a company achieve its goals.
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.
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.
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 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 this marketing case study example, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles. Making the important information stand out is especially important in marketing case studies.
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. Keeping the information clear helps draw attention to the important results, and it helps improve the accessibility of the design.
A case study example like this would sit nicely within a larger report, with a consistent layout throughout.
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 from your case study content.
In this case study on Polygon Media, the design is simple and professional, and the layout allows you 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.
Add long term goals in your case study
When creating a business 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:
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.
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. Using 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 the sales case study blow the key data findings have been presented with icons, and stand out from the page. We can clearly understand the information and it shows that the case study has been well researched.
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.
In this case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used. Using persuasive language like this helps to inspire potential customers to take action now.
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.
By creating 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, case studies are a great way to show how other people are effectively using your product in their business.
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.
Sales Case Study Examples
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
In a case study you should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:
Icons are a great way to help summarize information quickly and can act as visual cues to help draw the reader’s attention to certain areas of the page. In the example 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.
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.
Simple Case Study Examples
Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-designed 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
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 stand-out icons.
Business Case Study Examples
Whether you’re a B2B or B2C company, 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 business goals.
In this B2B case study example, 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
When creating a case study, you should 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.
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 and makes people want to read more to find out how exactly lead quality was increased by such a massive amount.
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 readers 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.
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.
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.
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.
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.
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 reader’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 case study examples particularly often if you are sharing them on your website.
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 tool 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, case studies are good educational resources and can be shared amongst your business or team, and used as a reference for future projects.
How should you write a case study?
To maximize the effectiveness of your case study, you should think strategically. Before starting your case study research, think about what you aim to learn or what you aim to prove. You might be aiming to learn how a company conducts business or develops a new product. If this is the case, base your questions around this.
If, like in this case study example, you want to showcase how a customer uses your product for growth you should ask questions that inform that answer.
Some good questions you could ask would be:
- Why do you use our tool or service?
- How often do you use our tool or service?
- What does the process of using our product look like to you?
- If our product didn’t exist, what would you be doing instead?
- What is the number one benefit you’ve found from using our tool?
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