case study example advertising

Marketing Results

22 Marketing Case Study Examples (With Template)

February 17, 2016 by Will Swayne

Prospects who aren’t ready to buy – or who are “sitting on the fence” – tend to be resistant to even well-crafted marketing messages.  But a bunch of well aimed marketing case studies can often tip the scales in your favour.

“Sell benefits, not features” is good advice, but benefit-rich copy can actually deter prospects who haven’t reached the decision stage yet.

And too many benefits in the absence of marketing proof elements  can ring hollow in today’s increasingly sceptical marketplace.

We published our first marketing case study back in 2005 and I quickly realised the power of case studies as a versatile and effective marketing tactic.

Why are marketing case studies so effective?

Here are three reasons:

• Case studies show, they don’t tell. Telling you I can get you more qualified leads is one thing. Showing you how a similar company to yours got 145% more leads with 24% lower marketing costs is another.
• Prospects are typically curious to understand how others have achieved the results they desire. They will eagerly devour a well-constructed case study.
• Case studies are also a great tool for closing fence-sitting prospects. For many years I’ve asked prospects why they chose to work with us, and the most common response seems to be, “I was impressed by your case studies” , or “I saw you helped someone in my industry so I figure you can help us too” .

Now let’s look at how to structure and effectively promote a case study, and then some marketing case study examples for you to replicate.

Our Recommended Case Study Template

Here’s the case study structure we’ve adopted which has proven effective:

• Start with a major headline that summarises the key result achieved: e.g. “Investment Property Strategist Triples Leads In 6 Months” . This gets the prospect excited about reading on.
• Then introduce the background . In other words, the “Before” scenario.Don’t bore the reader with too many details about the history of the client. But DO provide an insight into the “trigger” that led to them seeking your assistance. e.g. “The client noticed smaller competitors starting to appear ahead of them on Google”. And,   DO talk about the negative effects of the “Before” state. E.g. “New customer acquisition that had previously been growing by 10% every quarter had flatlined for the last 12 months.”
• Now talk about the solution . Here’s where you explain what you did to achieve the outcomes. I like to list different services or solutions in the form of bullet points. Also, include significant details and facts and figures to add “richness” to the story. Where possible, demonstrate with images, screenshots or other proof elements. Emphasise anything you did differently to the standard approach, or anything that highlights your point-of-difference benefits.
• Now talk about your results . Results are the crux of any good case study.I like to go with a number of punchy bullet points, populated with specific numbers. E.g . “Lead volume up 75%… New customer volume from online sources up 145%… 1,540 more organic search engine visitors per month.”
• Include a testimonial from the client. What was their reaction to your work? The “Before-During-After” approach is a good structure for testimonials. A strong testimonial adds texture and credibility to the data in your core case study.
• End with a call-to-action . This can be relatively low-key. For example, “Contact us to explore how you can enjoy similar breakthrough results.”

You can see more examples of different implementations of this concept on our online marketing case studies page.

How To Promote Your Case Study

A case study that never gets read won’t help you.

Here are some of our favourite promotional methods:

• Optimise each case study for search engines . A good start is using a <title> tag on your case study pages in the format: “<INDUSTRY> <SERVICE> case study”. For example, “Accountant online marketing case study” or “Car sales lead generation case study” .   This will tend to rank you well for anyone searching for case studies about your industry.
• Send case studies to your email subscribers . These emails achieve high engagement both as broadcasts, and as “drip emails” within an automation sequence .
• Create a print booklet of case studies to send to prospects and clients via snail mail or distribute at trade shows.
• Case studies make great social media updates and can be recycled every few months using different headlines.

22 Marketing Case Study Examples

1. fuji xerox australia business equipment, tripled leads for 60% less marketing spend.

In 90 days, we doubled web lead flow with lower marketing costs.

Read the full case study here.

Paul Strahl , National e-Business Manager

2. Surf Live Saving Foundation

Surf lottery grows online revenue 47%.

Marketing Results delivered tangible business improvements, including 47% higher revenue from digital, year-on-year.

Yin Tang , Surf Live Saving Foundation

3. ABC Reading Eggs

Integrated search and conversion management for abc reading eggs.

Marketing Results have been instrumental in profitably expanding our ad spend, while removing waste.

Matthew Sandblom , Managing Director ABC Reading Eggs

4. MAP Home Loans

From 70 hour weeks to 40 hour weeks with 100% annual growth.

I now make twice as much money, have less stress and fewer hours.

Craig Vaunghan , Principal MAP Home Loans

5. Inkjet Wholesale

Online advertising roi doubles – in just three months.

We couldn’t be happier – conversion rates are up, costs are down, ROI has doubled.

Glenn Taylor , National Marketing Manager Inkjet Wholesale

6. Breaking Into Wall Street

Info-marketing business achieves 300% revenue growth with 7-figure profits.

Marketing Results provided the marketing support to grow my annual revenue 300%+. They don’t just advise – they implement.

Brian DeChesare , Founder Breaking Into Wall Street

7. LatestBuy

Brw fast 100 online retailer latestbuy.com.au boosts sales by 45.3%.

Revenue had flatlined… Now it is up by 45%, with over 80% of that due to conversion rate optimisation.

Shaun Campbell , Co-Owner LatestBuy.com.au

8. directSMS

More traffic, less cost, lead volume doubles.

More than doubled the number of qualified enquiries via our website for the same ad spend.

Ramez Zaki , Co-Founder directSMS

9. Business Coach and Author, Pure Bookkeeping

Successful marketing automation and 100.95% year on year growth.

50%+ of business comes directly through online channels and none of this would have happened without Marketing Results.

Peter Cook , Business Coach & Author Pure Bookkeeping

10. Positive Training Solutions

Higher rankings plus more, higher-quality leads.

Marketing Results excels in strategic and online marketing.

James Grima , Managing Director Positive Training Solutions

11. Geelong’s Gym

From 5-6 leads a month to 60-70. 10x increase.

We’ve gone from 5 – 6 leads per month to 60 – 70!

Gerard Spriet , Owner Geelong’s Gym

12. Super Finance – SMSF Property

A new pipeline delivering a steady flow of web leads.

Outstanding quality of web generated leads!

Yannick Ieko , Director Super Finance

13. College For Adult Learning – Training Organisation

300%+ more sales with 60% lower cost per sale.

I expect at least another 60% more leads and 80-90% more revenue by continuing to work with Marketing Results.

Rob Golding , Director College For Adult Learning

14. The Gourmet Guardian – Food Safety Programs

4 times more leads and a 269% revenue increase.

Your AdWords strategies have quadrupled leads, almost tripled revenue and reduced my dependence on contract work to zero.

Gavin Buckett , Managing Director The Gourmet Guardian

15. Quick Coach – Life Coaching Courses

More qualified sales plus a facebook roi of 1285%.

The results have been fantastic… I have had over 500 potential students opt in via Google wanting to change their lives and those of their clients.

Glen Murdoch , Founder & CEO Quick Coach

16. Investment House – Property Development

Clients lined up for everything we can find.

We have clients lined up for everything we can find.

Colin Ferguson , Managing Director Investment House

17. Cosmetic Surgery Lead Generation

257% increase in qualified lead volume.

In less than a year, our enquiry volume increased by over 257% while increasing the quality and conversion rate of those leads.

Dee Tozer , Managing Director Medici Clinics

18. All Suburbs Catering

61% roi gain in less than 5 months….

20% more enquiries for 34% less cost – a compounded gain of 61% in only 5 months.

Jeff Veale , Managing Director All Suburbs Catering

19. Trilogy Funding

549 qualified sales leads in 3 months.

549 qualified sales leads in 3 months.

Ed Nixon , Principal Trilogy Funding

20. Customized Stickers

Online revenue rockets by 800%.

With Marketing Result on our side, our website revenue has increased by over 800% in only 18 months.

Anthony Khoury , Managing Director Customized Stickers

21. Technoledge

Engaging ceos of ideal target companies.

We’re routinely seeing CEOs of Australian hi techs with turnover of $5 million to $50 million (our target audience) opting in and proceeding to self-qualify before they contact us for a meeting. This is what digital marketing is supposed to do.

Tracey James , Director Technoledge

22. First Aid Training

Specialist first aid training company doubles revenue in 6 months.

We’ve streamlined customer acquisition, increased customer lifetime value, and doubled our revenue in 6 months!

Dave Hundt , Director Kids First Aid

I encourage you to put these tips into action and see how they work for you.

What other ways have you used case studies effectively in your business?

Almost there: please complete this form to get instant access to the video series…

“Double Your Leads In 30 Days”

Your privacy is 100% guaranteed.

Almost there: please tell us where to send your free report, plus valuable lead generation tips and case studies…

“FREE DOWNLOAD: The Financial Services Lead Generation Guide”

Oops! We could not locate your form.

We guarantee 100% privacy. You can unsubscribe with one click, any time you like.

“FREE DOWNLOAD: The Property Services Lead Generation Guide”

“FREE DOWNLOAD: The Education & Training Lead Generation Guide”

“How To Craft A Killer Unique Value Proposition That Attracts More Ideal Clients”

“name of the free upgrade goes here”.

Please tell us where to send your bonus content:

15 Marketing Case Study Examples With Standout Success Stories

Some marketing campaigns leave a lasting impression. We’ve gathered insights from CEOs and marketing leaders to share one standout marketing case study that resonates with them.

Tomas Laurinavicius

Table of Contents

Dove’s real beauty campaign impact, oatly’s bold brand strategy, rockervox’s tax credit success, local bookstore’s community engagement, coca-cola’s personalized brand experience, dropbox’s viral referral program, authentic influencer marketing for cpg brand, airbnb’s “we accept” social impact, amul’s topical and humorous campaigns, axe’s “find your magic” brand refresh, squatty potty’s humorous viral video, old spice’s viral humor campaign, red bull stratos’s high-flying publicity, maple dental’s seo success story, dollar shave club’s viral launch video.

Some marketing campaigns leave a lasting impression.

We’ve gathered insights from CEOs and marketing leaders to share one standout marketing case study that resonates with them.

From Dove’s Real Beauty Campaign’s impact to Dollar Shave Club’s viral launch video, explore fifteen memorable marketing triumphs that these experts can’t forget.

• AXE’s ‘Find Your Magic’ Brand Refresh

One marketing case study that has always stayed with me is the Dove Real Beauty Campaign. It really struck a chord when it launched in 2004, challenging the beauty standards and celebrating women’s diversity. What made it stand out was the “Real Beauty Sketches” video, where women described themselves to a sketch artist. Seeing the stark contrast between their self-perceptions and how others saw them was incredibly eye-opening and touching.

What I found so compelling about this campaign was its message of self-acceptance and empowerment. Dove didn’t just try to sell products; they took a stand for something much bigger, and it resonated deeply with people. Using video storytelling was a genius move as it made the message more impactful and shareable. I believe Dove showed how brands can make a real difference by addressing important social issues in an authentic and meaningful way.

Nicole Dunn , CEO, PR and Marketing Expert, Dunn Pellier Media

As a content and brand marketer, Oatly’s brand strategy always inspires me. They are a textbook example of comprehensive brand-building.

Their visual style is instantly recognizable—bold, disruptive, and often filled with humor, making oat milk a statement and something you’d be proud to display on your shelves or socials.

Their tone of voice is witty, sometimes cheeky. They’ve even printed negative feedback on their packaging, which really just shows how they court controversy to spark conversations and enhance their brand’s visibility.

And there’s a strong story behind Oatly, too. They promote sustainability and aren’t shy about their environmental impact, which has simply helped them grow an enthusiastic community of environmental advocates. Clever in endless ways, such that tons of oat milk brands have followed suit.

Wisia Neo , Content Marketing Manager, ViB

One standout marketing case study that sticks with me is the implementation of our RockerVox Restaurant Bundle, aimed at optimizing cash flow through targeted use of employer-based tax credits. The power of this case study lies in its immediate financial impact on the client, a local restaurant chain that was struggling to keep its doors open in the wake of the pandemic.

By integrating the Work Opportunity Tax Credit (WOTC) and other relevant tax schemes into their payroll setup, we enabled the restaurant to reclaim a significant amount in tax credits. The real game-changer was not just the financial relief but also how it was achieved. We combined this with StaffedUp’s Applicant Tracking System, which improved their hiring processes and decreased employee turnover. This holistic approach led to a sustainable improvement in their operations and cash flow.

What made this case study so great was its tangible results. The restaurant saw a cash flow improvement of over 100%. This wasn’t just a number on a report—it meant being able to invest back into the business, enhance their services, and ultimately, keep their community fed and employed. This approach of integrating technology with financial strategy can be adapted by other businesses striving for similar resilience and growth, especially in times of economic difficulty.

Philip Wentworth, Jr , Co-Founder and CEO, Rockerbox

Certainly, one particularly impactful marketing strategy I led at FireRock Marketing involved a small local bookstore that was facing steep competition from online retailers. Our challenge was to increase foot traffic and reinforce the store’s brand presence in a highly digitalized market.

We initiated a campaign called “Local Pages, Local Stages,” where we leveraged digital marketing alongside community engagement. The bookstore held monthly events featuring local authors and artists, which we promoted heavily through targeted social media ads, email marketing, and local influencer partnerships. This multifaceted approach tapped into the community’s growing interest in supporting local ventures, enhancing visibility significantly.

The outcomes were remarkable. Over the campaign’s six-month duration, in-store sales increased by 40%, and the bookstore saw a 65% rise in attendance at events, which also boosted ancillary revenue from merchandise and cafe sales. Additionally, social media engagement metrics increased by over 150%, reflecting greater brand awareness.

This case study sticks with me because it exemplifies the power of combining digital strategies with community-based marketing to create a sustainable growth model. It shows how businesses can use holistic, integrated approaches to effectively adapt to new consumer behaviors and competitive landscapes.

Ryan Esco , Chief Marketing Officer, FireRock Marketing

A memorable marketing case study is the “Share a Coke” campaign by Coca-Cola. Initially launched in Australia in 2011, this campaign personalized the Coke experience by replacing the iconic Coca-Cola logo on bottles with common first names.

The idea was to encourage people to find bottles with their names or those of their friends and family, creating a more personal connection to the brand. The campaign was an enormous hit and was quickly rolled out worldwide, incorporating more names and even terms of endearment in different languages.

The brilliance of this campaign lay in its use of personalization, which tapped directly into the social media trend of sharing personal moments. People enthusiastically shared their personalized Coke bottles on various social media platforms, significantly amplifying the campaign’s reach beyond traditional advertising media.

This strategy boosted sales and reinforced Coca-Cola’s position as a fun and innovative brand. The “Share a Coke” campaign is a powerful example of how traditional products can be revitalized through creative marketing strategies that engage consumers personally.

Sahil Kakkar , CEO and Founder, RankWatch

For me, a standout marketing case study that really sticks with me is Dropbox’s referral program strategy back in their early days. By offering free storage space for every successful referral, they incentivized existing users to spread the word organically, resulting in exponential growth at virtually no acquisition cost.

What made this case study so brilliant was how elegantly it aligned product experience with viral sharing. Users had a vested interest in sharing Dropbox since it directly expanded their own cloud storage. This created a self-perpetuating cycle where better product engagement fueled more referrals, which then improved engagement further.

It was an ingenious lever that capitalized on the inherent sharing dynamics of their service to ignite explosive growth. The simplicity and potency of this growth hack is what truly resonates as a paragon of effective guerrilla marketing.

Ben Walker , Founder and CEO, Ditto Transcripts

One marketing case study that has always stuck with me was a campaign I led for a major CPG brand a few years back. The goal was to increase awareness and trial of their new line of organic snacks among millennial moms in a crowded market.

We developed an influencer seeding strategy focused on relatable mom micro-influencers on Instagram. Instead of just sending products, we worked with the influencers to develop authentic content that told real stories about the role of snacking and nutrition in busy family life. The photos and videos felt genuine, not overly polished or promotional.

Engagement was through the roof—the content resonated so strongly with the target audience. By the end of the 3-month campaign, we increased awareness by 45% and trial by over 20%. The CPG brand was thrilled, and the case study became an example we still reference today of the power of influencer marketing done right. Authenticity wins.

Gert Kulla , CEO, RedBat.Agency

One marketing case study that stuck with me was the Airbnb “We Accept” campaign, launched in 2017, focusing on social impact. This response to the global refugee crisis aimed to promote inclusivity, diversity, and acceptance within communities worldwide.

What made this case study remarkable was its ability to leverage the Airbnb platform to facilitate connections between hosts and displaced persons, providing them with temporary housing and support.

Airbnb demonstrated its commitment to using its platform for social good and making a tangible difference in the lives of those in need. This aligned with its mission to create a world where anyone can belong anywhere.

At the end of the day, Airbnb’s “We Accept” campaign was a compelling case study showing brands how to address social issues, promote inclusivity, and drive positive change in communities worldwide.

Peter Bryla , Community Manager, ResumeLab

One standout marketing case study that sticks with me is the “Amul” marketing campaigns by Amul, the iconic Indian dairy cooperative, make for excellent and impactful case studies as well. Here’s why Amul’s marketing stands out:

The Amul Girl – The mascot of a mischievous, friendly butter girl has become one of India’s most recognizable brand icons since her inception in 1966. Her presence on topical ads commenting on the latest news and pop culture trends has made Amul’s billboards a long-standing source of joy and relevance.

Topicality – Amul’s billboards and newspaper ads are renowned for their topicality and ability to humorously comment on major events, celebrity happenings, and political developments within hours. This real-time marketing has kept the brand part of daily conversations for decades.

Humor – The not-so-secret sauce is the brilliant use of puns, wordplay, and satirical humor that Amul consistently delivers through the eyes of the Amul Girl. The healthy, inoffensive jokes have earned a cult following.

Longevity – Very few brands can boast an equally iconic and successful campaign running for over 50 years, still keeping audiences engaged across multiple generations. The long-running property itself has become a case study in sustaining relevance.

Local Connect – While achieving pan-India recognition, the puns often play on regional language nuances, striking a chord with Amul’s Gujarati roots and building a personal connection with local consumers.

The impact of Amul’s long-running topical billboard campaign is unmatched—it has not only strengthened brand recognition and loyalty but has also made the cooperative a beloved part of India’s popular culture and daily life. Creativity, agility, and contextual marketing at its best!

Yash Gangwal , Founder, Urban Monkey

Axe (Lynx in the UK) had created a problematic brand image from past marketing efforts. Their focus on ‘attraction is connected to conquest’ hadn’t dissuaded men from buying their deodorants, but had a toxic effect on perceptions of women. Research conducted on brand equity showed that brand equity was declining, with this perception of the brand aging poorly and desperately needing a refresh to continue allowing the brand to be relevant for the future.

That led to a superb partnership with creative agency 72andSunny Amsterdam. Unilever was able to tap into an entirely new philosophy for its brand:

Empower men to be the most attractive man they could be – themselves.

With that idea in mind, 2016 saw the launch of the AXE ‘Find Your Magic’ commercial, a stunning celebration of the diversity of modern masculinity. The campaign also saw the release of a new range of premium grooming products and a supporting influencer marketing campaign featuring brand ambassadors, including John Legend.

While not all parts of the creative were successful, the campaign drove more than 39 million views and 4 billion media impressions in the first quarter after the launch. But most critically, AXE saw a 30+% increase in positive perception of their brand.

This campaign will stand the test of time because it combines several important and brave initiatives:

• A forward-thinking mentality that the brand image you have today may not be suited for a future world
• A broader understanding of what your customer base looks like – women also play a big role in men’s choice of deodorant
• A big and bold attempt to change the way your brand is perceived – and succeeding with flying colors.

Yannis Dimitroulas , SEO and Digital Marketing Specialist, Front & Centre

One standout marketing case study that sticks with me is the campaign for Squatty Potty. The brand created a humorous video featuring a unicorn pooping rainbow ice cream to demonstrate the benefits of using their product. This unconventional approach garnered widespread attention and went viral, generating millions of views and shares on social media platforms.

The success of this campaign can be attributed to its creative storytelling, humor, and shock value, which made it memorable and engaging for viewers. By thinking outside the box and taking a risk with their messaging, Squatty Potty was able to create a unique and effective marketing strategy that resonated with consumers.

This case study serves as a reminder that creativity and originality can set a brand apart in a crowded marketplace, ultimately leading to increased brand awareness and customer engagement.

Carly Hill , Operations Manager, Virtual Holiday Party

The Old Spice ‘The Man Your Man Could Smell Like’ campaign remains etched in my memory. Its brilliance lies in its humor and creativity. By featuring a charismatic spokesperson and employing absurd scenarios, it captured viewers’ attention and went viral.

The campaign seamlessly integrated across platforms, from TV to social media, maximizing its reach. Its cleverness and entertainment value made it unforgettable, setting a benchmark for engaging marketing strategies. The case study showcases the importance of storytelling and humor in capturing audience interest and driving brand awareness.

Dan Ponomarenko , CEO, Webvizio

A marketing case study that has made a lasting impression on me is the Red Bull Stratos Jump. This campaign was for Felix Baumgartner’s record-breaking jump from the edge of space, sponsored by Red Bull. The goal of this campaign was to create buzz and generate brand awareness through this extreme event.

The reason why this case study stands out to me is because of its successful execution in capturing the attention and interest of not just extreme sports enthusiasts, but also the general public.

The live broadcast of Baumgartner’s jump on various channels and social media platforms garnered over 52 million views, making it one of the most-watched live events ever. Red Bull’s strategic use of real-time marketing, storytelling, and high-quality visuals made this campaign a huge success, resulting in a significant increase in sales and brand recognition for the company.

This case study serves as a great example of how a well-planned and executed marketing campaign can effectively reach and engage with a wide audience.

Brian Hemmerle , Founder and CEO, Kentucky Sell Now

One standout marketing case study that resonates with me is the SEO transformation for Maple Dental. This campaign dramatically improved their local online visibility, leading to a substantial increase in new patient appointments. The integration of Google Maps SEO proved to be a game-changer, emphasizing the power of local search optimization in attracting nearby clients.

What made this case study exceptional was the measurable impact on the clinic’s business. For instance, the campaign led to a 230% increase in phone calls and a 223% increase in website visits. Such clear, quantifiable results showcased a direct contribution to business growth. These metrics are vital for demonstrating the return on investment in digital marketing efforts.

Additionally, the use of a targeted approach to enhance Google Maps visibility was particularly compelling. By optimizing their presence on Google Maps, Maple Dental saw a 250% increase in monthly maps impressions, which directly correlated with increased patient inquiries and visits.

Ihor Lavrenenko , CEO, Dental SEO Expert

One case study that always comes to mind is Dollar Shave Club’s launch video in 2012. It was called “Our Blades Are F*cking Great,” and let’s just say it got people talking! This video was hilarious and totally different from those fancy shaving commercials we were used to seeing. It spoke directly to guys, poked fun at expensive razor prices, and offered a way to get awesome blades for much less.

Additionally, it told everyone to check out their website. It was short, catchy, and made a huge impact. This is a perfect example of how a creative and funny video can grab attention, make people remember your brand, and get them to become customers.

Perry Zheng , Founder and CEO, Pallas

Best tips & tools ★ Sent every Monday morning ★ 5-min read

Free Weekly Digital Marketing Newsletter

Subscribe to learn the SEO, social media, and content marketing lessons we wish we had known when we started.

Subscribe for Free Updates

Follow Marketful

10 Best Link in Bio Tools for 2024 (Free & Paid)

Content promotion software: top 10 tools for 2024, best digital marketing reporting software: top 10 tools for 2024.

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Popular Templates
• Accessibility
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Beginner Guides

Blog Graphic Design 15+ Case Study Examples for Business, Marketing & Sales

15+ Case Study Examples for Business, Marketing & Sales

Written by: Alice Corner Jan 12, 2023

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.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

What is a case study?

What to include in a professional case study, business case study examples, simple case study examples, marketing case study examples, sales case study examples.

• Case study FAQs

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

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.

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]

A professional case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A professional case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a 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.

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. 

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.

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. 

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

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.

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.

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.

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 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.

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.

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:

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:

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.

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.

While sales dashboards generally tend it make it all about the numbers and charts, 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.

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 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.

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.

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:

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.

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.

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 s

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.

Related: How to Present a Case Study like a Pro (With Examples)

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?

You might also enjoy:

• 12 Essential Consulting Templates For Marketing, Planning and Branding
• Best Marketing Strategies for Consultants and Freelancers in 2019 [Study + Infographic]

Discover popular designs

Infographic maker

Brochure maker

White paper online

Newsletter creator

Flyer maker

Timeline maker

Letterhead maker

Mind map maker

Ebook maker

10 Marketing Case Study Examples: Learn How to Master Them in Your Campaigns

There are millions of blog posts, articles, and videos across the internet that try to give you advice about marketing. According to Google, at least 7,050,000 unique content pieces include the phrase “marketing tips.”

But with plenty of outdated and filler content creation to just build out a website, it’s hard to find applicable advice that actually works online.

In this article, you’ll learn from marketing case study examples that demonstrate what it takes to master channels like social media, email marketing , and PPC, as well as how to use case studies in your own campaigns.

Don’t rely on empty words. Learn powerful marketing best practices that are backed up with examples and data.

What is a marketing case study?

In marketing, a case study is an in-depth study of the effectiveness of a certain tool, tactic, or strategy. It focuses on measurable outcomes, like an increase in sales, visitors, or production hours.

Typically, it includes a few key elements:

• Introduction to the customer/client
• The problem the client needed to solve (should align with problems prospective clients also need to solve)
• The solution (and context of why your company/software was the right fit)
• Data from before and after implementing the solution

In a sense, a case study documents the journey of working with your company. And it gives potential future customers a reason to trust your company.

What are the different types of case studies in marketing?

In marketing, three main types of case studies are commonly used:

1. Third-person or client case studies: These highlight the experience of a specific client working with your company or using your product.

2. Explanatory case studies: These case studies explore the impact of a phenomenon or tactic, such as the company’s marketing strategy, and how it impacted its growth. In this case, it’s not based on first-hand experience, but rather observation and inference.

3. Implementation case studies: An implementation case study takes the average client case study a bit further, focusing on the actual implementation and covering it in detail.

You can also divide the case studies further by the type of medium they use — video or text.

And in 2024, video case studies are becoming more and more popular. Many companies even use them as remarketing ads to address potential objections.

Why should you use case studies?

Case studies are a powerful way to prove that your products or services work, showcase your expertise, and build trust with potential customers.

It’s a way to transition away from just “telling” your customers and instead start “showing” them through examples. There’s a reason the old copywriting maxim goes, “Show, don’t tell.”

Consumers’ trust in companies to tell the truth in advertising materials is lower than ever. In 2020, only 14% of consumers said they trust advertising to be honest about a product or service.

But that doesn’t mean you can’t generate trust with your company’s website.

Consumers trust third-party reviews, testimonials, and data. In fact, 91% of 18–34-year-olds trust online reviews as much as personal recommendations.

So you need social proof. And client case studies — especially those that interview the current clients — are the best of both worlds. You get to highlight data while getting powerful social proof that shows that your product works.

When just adding a simple customer testimonial to your website can increase conversion rates by up to 34% , imagine what a detailed, compelling case study can do.

1. Email marketing case study: Your Therapy Source

If you think that email is a marketing medium of the past, think again. At ActiveCampaign, we have hundreds of recent case studies that prove the opposite.

For example, Your Therapy Source receives a 2000% return on investment (ROI) from our campaigns simply by taking advantage of basic marketing automation .

In particular, a basic abandoned cart email represents around 30% of all revenue generated by automations.

With ActiveCampaign, that’s incredibly easy to set up. You can take advantage of our integrations with key e-commerce platforms like WooCommerce , Shopify , and more.

Because the case study goes into detail about exactly how the company achieved the results, it’s a combination of an implementation case study and a regular third-person case study.

2. Instagram marketing case study: Converse

If you look at all the top Instagram accounts in clothing, Converse has a much higher engagement rate than its competitors.

At 1.79%, their social media posts have an organic engagement rate over 15 times higher than Nike.

Why is that?

Let’s take a closer look at how they achieve these numbers:

When looking at Converse’s top Instagram posts, you quickly notice a trend. Collaborations with influential creators and artists — lately Tyler, the Creator — get a different level of engagement.

The post promoting their new collaboration shoe got over 183,000 likes in a few weeks. Converse even took it a step further and produced a short film with Tyler.

If you want to reach a wider number of people, combining audiences is a great strategy.

This is an example of an explanatory case study.

First, we worked backward from Converse’s powerful Instagram results. Then, we identified tactics that contribute to their high levels of engagement.

Because we didn’t work directly with Converse, and we’re only observing as an outsider, this is an explanatory case study.

3. Content marketing case study: porch.com

Fractl is a content marketing agency that worked with porch.com for over a year to earn 931 unique domain links, 23,000 monthly organic visits, and more.

The case study focuses on results over method — that means it’s a typical third-person case study.

They’re showcasing the results the company generated for a specific outside client without getting into the how-to.

These types of case studies are most useful for persuading hesitant potential customers to get on board. Showing that you’ve generated results for similar companies or people in the past is the best way to prove your skill set.

Depending on your target audience, going into detail with an implementation case study may be a better option.

4. SEO case study: Zapier study by Ryan Berg

This in-depth case study by Ryan Berg is a perfect example of how you can use explanatory case studies in your marketing.

It breaks down Zapier’s SEO strategy and how they created over 25,000 unique landing pages to improve their search rankings for different search terms.

Zapier’s main strategy revolves around targeting relevant long-tail keywords like “app A + app B integration.” That’s the key they used to generate serious organic traffic over the long term.

By breaking down industry leaders and how they rose to success, you can borrow some of their brand power and credibility.

You can use these kinds of case studies if your current clients don’t allow you to go into detail about the tactics you use to grow their online presence.

These case studies demonstrate to potential clients that you know what you’re talking about and have the expertise needed to help them succeed in their industry.

5. PPC case study: Google Ads and Saraf Furniture

When it comes to pay-per-click (PPC) advertising, Google was one of the earliest innovators. And in 2021, it’s still the largest digital advertiser globally, with $146.92 billion in ad revenue in 2020.

You might not think they need any more credibility, but Google still uses case studies, especially in emerging markets like India.

This case study shows how Google Ads helped Saraf Furniture generate 10 times more inbound leads each month and hire 1,500 new carpenters as a result.

Without going into details about the methods, it’s another typical third-person case study designed to build trust.

6. Video marketing case study: L’Oréal and YouTube

In this case study, various members of L’Oréal’s global marketing team break down exactly how they used YouTube ads to launch a new product.

As a result of the campaign, they were able to establish their new product as the No. 2 in its category and earn 34% of all mass sales across a network of online retailers.

The case study breaks down how they used YouTube for different stages — from awareness to loyalty. It’s another example of a third-person implementation case study.

7. Remarketing case study: AdRoll and Yoga Democracy

AdRoll is a remarketing platform that tracks your visitors and lets you show them targeted ads across the internet.

Their case study with Yoga Democracy perfectly showcases the power of the platform.

Look at these highlights:

• 200% increase in conversions
• 50% reduction in CPA
• 19% of total revenue attributed to AdRoll

These are metrics you’d love to show any potential customer. The case study goes into detail about how they built an effective remarketing campaign, including cart recovery emails and ads.

Because of the detail, you can classify this as an implementation case study.

8. Influencer marketing case study: Trend and WarbyParker

This influencer marketing case study from Warby Parker and Trend showcases how you can use influencer marketing even with a limited budget.

The “Wearing Warby” campaign was centered around showcasing influencers wearing Warby Parker glasses in their everyday life.

From mundane tasks like eating breakfast to artists creating a new masterpiece — it showcased Warby Parker’s products in use and made the brand more approachable for influencers’ followers.

This is another third-person case study, as it doesn’t go into much detail beyond the results.

9. Customer experience case study: App Annie and Coca-Cola

In this case study, Greg Chambers, the director of innovation for Coca-Cola, explains what App Annie brings to the table.

Instead of specific numbers and metrics, it focuses on the big-picture benefits that App Annie has on Coca-Cola’s customer experience.

The video interview format is also perfect for driving trust with potential customers.

Again, this is a typical third-person case study that you see a lot in the marketing world.

10. SaaS case study: Asana and Carta

Of course, it’s not just agencies and advertising platforms that need to master the use of case studies in digital marketing.

Let’s explore an example of a case study outside the marketing industry, in this case specifically for B2B marketers.

Asana is a project management platform that helps companies make their workflows more efficient.

It’s a good example of a case study that focuses more on the lived experience and less on the metrics.

This is a third-person case study that is closer to a client interview or testimonial, which is a good option if it’s hard to quantify improvements with metrics.

Best practices: How to use case studies in your own marketing campaigns

In this section, you’ll learn best practices to help you maximize the value of case studies in your own marketing campaigns.

Let’s look at four steps you can take to effectively use case studies.

Include a dedicated case study/customer stories page on your website

Most companies with a successful online presence have one of these pages. Emulate the top competitors in your industry by creating an improved version of their pages.

You can also add a case studies section to your resources page or blog.

Build CTAs into your case study pages

The chances are low that a random Googler will make it to your case studies. Most likely, it’s someone who thinks they might need your product.

So don’t be afraid to include calls to action throughout your case study pages.

Share case studies as part of your email marketing campaigns

Email marketing is hands-down the best channel for nurturing potential needs . That means you should always use case studies and customer success stories in your campaigns.

But it’s important that it doesn’t feel too promotional. Instead, share the unique steps they took to ensure success to deliver value, not just pitch.

Use case study video ads to overcome objections

When you’re thinking about buying a product, it’s easy to talk yourself out of it.

“It’s too expensive.” “It won’t work for me.” There are a lot of excuses and objections out there.

A case study video can be a powerful tool to overcome these objections in potential buyers.

Don’t overlook case studies when you’re planning your next marketing campaign. Towards the bottom end of the funnel, in stages like decision and action, they’re a powerful marketing tool.

When used right, case studies will help you fill your sales pipeline and provide your sales team with qualified leads.

Hopefully, the examples in this article taught you how you can use case studies in social media, email, and content marketing strategy to further your business goals.

You should also have learned how to use case studies to sell your company’s expertise.

If you want to grow your business, it’s crucial to learn from the people who have gone before you. In marketing, trying to learn all principles from scratch through trial and error would be a costly mistake.

If you’re ready to take advantage of marketing automation and email marketing tools that help similar businesses generate ROIs of 20x or higher, start your ActiveCampaign trial today .

No credit card required. Instant set-up.

Please enter a valid email address to continue.

Related Posts

It is rare to discover a brand that is not engaged in email marketing. In today’s market, 85% of B2B...

Managing a team of salespeople is a complex discipline. And it doesn’t typically involve standing at the front of a...

In a year where nearly every marketer we speak with is being asked to “do more with less,” we were...

Try it now, for free

• Artificial Intelligence (AI)
• Web Scraping
• For Small Business

28 Case Study Examples Every Marketer Should See

• May 12, 2024
• by Steven Austin

30+ Compelling Case Study Examples to Inspire Your Own (2023)

Case studies are one of the most powerful weapons in a marketer‘s arsenal. By providing real-world examples of how your product or service has been successfully implemented by satisfied customers, case studies can help new customers feel more confident in your brand, demonstrate your value, and close more sales.

In fact, a 2021 Content Marketing Institute report found that 69% of B2B marketers use case studies as part of their marketing mix. And according to Social Fresh, customer testimonials and case studies are considered the most effective content marketing tactics by 89% and 88% of marketers respectively.

But not all case studies are created equal. In order to truly leverage the power of social proof through case studies, you need to create them strategically, to tell a compelling story that resonates with your target audience.

To help inspire you, let‘s take a look at over 30 exceptional case study examples from companies across all different industries and explore what makes them so persuasive. We‘ll cover best practices for creating powerful case studies of your own, look at different case study formats, and provide helpful templates and resources you can use to get started.

What is a case study?

First off, let‘s clarify what we mean by a "case study." A case study is basically a success story that highlights how your product or service solved a real problem for a satisfied customer. It usually takes the form of a 800-2000 word article that includes things like:

• A summary of the customer‘s challenge and goals
• The process and solution provided by your company
• Key results and benefits experienced by the customer
• Engaging elements like photos, videos, and quotes to bring the story to life

The purpose is to educate potential buyers on how they can achieve similar positive outcomes by choosing to work with you. You‘re essentially making the case for why your solution is the ideal choice, by showing its real-world impact.

Here are a few fascinating statistics that demonstrate the impact case studies can have:

• B2B marketers who use case studies see 73% higher conversion rates compared to those who don‘t. (Content Marketing Institute)
• Including a case study on your website can increase conversions by 20-50%. (Bidsketch)
• 63% of marketers believe case studies are an effective tactic for building credibility and trust with prospects. (Curata)
• 78% of buyers seek out case studies when researching purchase decisions. (Demand Gen Report)

As you can see, case studies hold a lot of sway with buyers. Now let‘s look at some real-world examples for inspiration on creating your own.

30+ case study examples to learn from

• "How Handled Scaled from Zero to 121 Locations with the Help of HubSpot," by HubSpot

What‘s great about it:

• Puts the spotlight on the customer first and makes them the hero
• Weaves in compelling data points that quantify the impact
• Uses mixed media like video to engage the reader
• Includes a clear mention and link to the product used (HubSpot‘s CRM)
• "Rovio: How Rovio Grew Into a Gaming Superpower," by App Annie
• Opens with a powerful quote from the client that captures the value proposition
• Closes with another strong client quote to bookend the piece
• Highlights the specific product used (App Annie Intelligence) right at the top
• Ends with a clear CTA to book a demo
• "The Whole Package," by IDEO
• Uses a simple and conversational headline that still conveys the key outcome
• Breaks up the story into clear challenge, impact and progress sections
• Incorporates photos and engaging visuals to complement the copy
• Keeps paragraphs short and easy to scan
• "Rozum Robotics intensifies its PR game with Awario," by Awario
• Kicks off with a quick summary that encapsulates the key points
• Incorporates a clickable table of contents to enhance navigation
• Closes with a bulleted list of concrete results experienced by the client
• Maintains an informal yet informative tone
• "Biobot Customer Success Story: Rollins College, Winter Park, Florida," by Biobot
• Structures the piece like a narrative news article
• Provides extensive detail and context around the customer‘s challenge
• Mentions the COVID-19 pandemic to demonstrate relevance
• Uses clear headings and callouts to make the content easily digestible
• "Ensuring quality of service during a pandemic," by Ericsson
• Leverages diverse media like photos, graphs, videos and quotes to engage the reader
• Weaves in relevant links to related product/service pages throughout
• Closes with a clear CTA to explore more information
• Strikes a journalistic and educational tone that puts the customer first
• "The Met," by Fantasy
• Leads with a powerful and eye-catching headline image
• Allows the visuals to do much of the talking
• Keeps the copy concise and minimal to avoid overwhelming the reader
• Ends with a bold results section that quantifies the impact
• "Copernicus Land Monitoring – CLC+ Core," by Cloudflight
• Doesn‘t shy away from covering technical details and specs
• Incorporates a contact snapshot for the assigned sales rep at the bottom
• Focuses heavily on the client‘s unique needs and goals
• Uses white space and simple formatting to enhance readability
• "Valvoline Increases Coupon Send Rate by 76% with Textel‘s MMS Picture Texting," by Textel
• Immediately mentions the key result directly in the headline
• Includes a helpful "at a glance" sidebar to provide a quick summary
• Visually highlights key quotes and stats in a different color
• Makes effective use of white space and keeps the design clean
• "Capital One on AWS," by Amazon
• Creates an ongoing series of case studies focused on a single client
• Uses both internal and external content to round out the story
• Demonstrates the long-term impact and continued partnership
• Keeps each "chapter" of the series focused and digestible

Key best practices for writing compelling case studies

Based on these examples and industry knowledge, here are some best practices to follow when crafting your own powerful case studies:

Focus on telling an authentic story, not just rattling off facts. Use engaging elements like quotes, photos, videos.

Structure it with a clear beginning, middle and end. Set up the challenge, describe the solution, and share the results.

Make the client the hero of the story. Use their voice and perspective as much as possible.

Include real numbers and data points to illustrate the concrete impact your solution provided.

Keep the content concise and bite-sized. Use short paragraphs, bullet points, headings, and visuals to break it up.

Put the most important information up front. Share the key results in the headline or executive summary.

Include a clear CTA and links to additional relevant content so readers know what to do next.

Consider creating a series of case studies focused on a single client to demonstrate an ongoing relationship.

Experiment with different styles and formats to see what resonates best with your audience.

Illuminating case study formats and styles to consider

There is no one-size-fits-all template for a case study – the format and style you choose will depend on factors like your industry, audience, and resources. Here are a few different formats to consider:

The classic written case study: An 800-2000 word article formatted with elements like headings, images, quotes, and data points. This is the most common type.

The case study video: A 2-5 minute video featuring the client telling their story, intercut with footage of the product/service and explanatory animations.

The case study infographic: A long-form visual design that uses engaging data visualizations, icons, and short text blurbs to illustrate the key points of the story.

The case study slide deck: A 10-20 slide presentation that sales reps can walk prospects through, combining visuals and text.

The live case study webinar: A webinar featuring a real client sharing their story and results, with live Q&A from the audience.

You can also play with different stylistic approaches, such as using a journalistic news article format, a casual conversational Q&A, or an interactive scrolling design. Don‘t be afraid to get creative!

How to use case studies in your marketing and sales efforts

Once you‘ve created your case studies, it‘s time to put them to work as part of your marketing and sales strategy. Here are a few key ways to use them:

Feature case studies prominently on your website, especially on your homepage and product/service pages.

Include links to relevant case studies in your lead nurturing emails and email newsletters.

Share snippets and quotes from case studies on your social media channels and in social ads.

Equip your sales team with case studies to share with prospects throughout the sales process.

Gate your case studies behind a lead capture form to generate leads and get contact info from interested prospects.

Submit your case studies to industry awards and recognition programs to build credibility.

Incorporate case studies into your paid ad campaigns as part of your social proof.

Best of all, once you create a solid case study, you can get a lot of mileage out of it over a long period of time. It‘s the gift that keeps on giving!

Boost conversions with case studies

There you have it – over 30 inspiring case study examples and best practices to help you create your own powerful success stories. To recap, case studies are so effective as a marketing asset because they:

• Provide social proof and build trust with real customer stories
• Educate prospects on how your solution works and the outcomes it provides
• Demonstrate the value of your offering with concrete examples
• Generate leads when gated behind a lead capture form
• Move prospects through the sales funnel by overcoming objections
• Improve SEO by creating opportunities to rank for relevant keywords

If you want to boost conversions, establish credibility, and ultimately drive more sales, case studies should be a central part of your content marketing strategy. Follow these examples and best practices and start putting the power of case studies to work for your business today.

Looking for more help getting started? Check out these helpful case study templates and resources:

• [link to template 1]
• [link to template 2]
• [link to resource 1]
• [link to resource 2]

Happy case study creating!

Due to recent expansions in US sanctions against Russia and Belarus as well as existing country-level sanctions in Iran, North Korea, Syria, Cuba, and the Crimea region (each a “sanctioned country”), Zapier will no longer be able to provide services in any sanctioned country starting September 12, 2024. These sanctions prohibit US companies from offering certain IT and enterprise software services in a sanctioned region.

Starting September 12, 2024, Zapier customers will no longer be able to access Zapier services from a sanctioned country. We understand this may be inconvenient and appreciate your understanding as we navigate these regulatory requirements.

What Is a Case Study in Marketing and How to Build One (Examples)

A marketing case study allows you to illustrate and explain how you achieved enormous success in a specific situation.

For instance, last year, Jacob McMillen wrote about how Pronto used Crazy Egg to increase leads by 24 percent .

That’s a big number.

It’s not a full case study , but it demonstrates the goal of a marketing case study. You want to shock your audience, then explain exactly how you achieved your results — preferably with proof.

You might have read lots of case studies over the years without realizing your business could benefit from them. Lots of entrepreneurs are put off by the hard work and long hours required to build a marketing case study.

However, think about how many leads you might convert by proving your track record, establishing trust, and attracting traffic through SEO .

Let’s look at how marketing case studies can impact your business, discuss how to write one, and check out a few examples.

What Is a Case Study in Marketing?

A case study in marketing is a document or web page that includes several basic parts:

• Description of the subject : Explain your customer’s or client’s history and pain points.
• Subject’s goal : Identify your customer’s or client’s goal for the project so readers understand what to expect.
• Hypothesis for strategy : Tell your audience what you expected to happen after you implemented your strategy for the customer or client.
• Implementation of strategy : Take the reader through the step-by-step process you used to help your customer or client.
• Results of strategy : Deliver the results in as much detail as possible, preferably with a quote from the client or customer.
• Concluding findings : Explain what this case study has taught your specifically and how it can help other people.

You don’t have to include every category, but the more detail you add, the more effective your marketing case study becomes.

Most of the time, you’re conducting a case study for your own business. You want to show the world how your product or service has helped a customer in a huge way.

For that reason, it helps to know you’ll perform a case study from the beginning. In other words, try not to reverse-engineer a case study from a great result. Instead, track your arrangement with your customer throughout the process.

The Importance of Creating Case Studies to Convert Leads into Customers

Think of a marketing case study as a lure. It’s a way to dangle amazing results in front of your leads so they’ll decide to convert .

Imagine that you’re a customer who’s trying to decide between two businesses, each of which offers time management software. One company has a marketing case study that illustrates how it helped a customer save four hours per week. The other company has no case study.

Which company would you trust most?

You can use that consumer logic to inform your business decisions. Thinking like a customer can help you achieve new insights into marketing.

Creating a marketing case study gives you an edge that your competitors might have. It can also help your leads make more informed decisions.

Too many businesses copy their competitors or other businesses. Instead, you should spend time being more creative and innovative. Below is a video by Neil Patel that illustrates why you need to quit copying digital marketing strategies.

If you’re bold enough to be different, you can convert more leads. A marketing case study gives you that opportunity because nobody else can duplicate it.

Why is it so important to build trust?

Anybody can throw testimonials on their site by Ron R. and Jennifer K. Anyone can also make them up.

Trust is tenuous in the digital marketing world. If you can’t create it, you likely won’t convert leads into customers.

Think about all the companies that have experienced data hacks. Their stocks plummeted, consumer sentiment turned ugly, and profits dwindled. That’s because consumers lost trust.

Similarly, any company can make bold claims about its products or services. Consumers have become numb to superlative-littered copy and hyped-up videos. They want to see evidence.

If you can prove that your product or service delivers powerful results, you’ll gain your leads’ trust.

Marketing case studies show how you tackled a problem and overcame it on behalf of your customer or client. It’s that simple. The more detail you give, the more authority you create for your company — and the more your leads will trust your expertise.

4 Case Study Examples

Before we tell you how to build a case study, let’s look at a few examples to get you warmed up. Each of these marketing case studies illustrates the power behind the medium.

They’ll also show you how different case studies can look depending on design, detail, results, and goals.

The Shopify case study by HubSpot demonstrates how a narrative can be woven from a company’s journey. When Loren Padelford became head of sales, he immediately identified weak spots in Shopify’s sales cycle, so he decided to adopt HubSpot.

This case study highlights the ways in which Shopify used HubSpot’s email plugin to save time and improve communication flow. There’s a quote from Padelford in the case study, which can add even more impact in terms of building trust among leads.

Here, we have a fairly vague result. The company — specifically Padelford — claims to have achieved great success with HubSpot’s tools, but there aren’t any concrete numbers to back that up.

There’s nothing wrong with this approach, though, as long as your customer or client can offer a raving quote.

Ecommerce marketing case studies can become extremely valuable. In this case, Bit.ly used a more traditional template for a marketing case study. The PDF document includes several sections that take you through the process of how Vissla improved its omnichannel marketing with Bit.ly.

The results were that Vissla was able to visualize and centralize data in one place. They gained greater control over their social media marketing, which resulted in faster and better improvements in the content they shared.

There’s also a quote from Vissla’s media marketing manager, Keegan Fong: “Bitly Campaigns offers us a whole new way to look at our marketing channels. By giving us an easy-to-use dashboard that instantly displays the results of our multichannel promotions, we can see what kinds of content work on what channel, which channels we should be investing in the most, and what we need to do to optimize our content.” [ For Social: @vissla ]

3. Viperchill

There’s a great marketing case study from Viperchill that you’ll want to check out. It’s a quick, fun read that explains how the author created a squeeze page that generated more than 700 leads and results in a conversion rate of 64 percent.

Notice that he used hard numbers. Sometimes, it’s impossible to boil results down to a figure or percentage, but if you can, do so. People comprehend real numbers faster than lengthy text explanations.

4. MarketingSherpa

This MarketingSherpa case study is super detailed and describes the process by which MarketingSherpa helped a natural foods company boost revenue by 18 percent with a site redesign. You see the entire project from start to finish.

You’ll notice that there are lots of visuals. Since this marketing case study focused on design, visuals were imperative. Let your business and its niche guide the way in which you construct your case study.

How to Create a Case Study Marketing Strategy That Converts

Now that you’ve looked through a few case studies, how do you create a marketing case study of your own?

It starts with a case study marketing strategy that’s designed to convert leads. You don’t want to choose just any project. It should be geared toward other businesses or customers who might benefit from your business.

Let’s take it step by step.

1. Choose a success story that is closely related to your potential customer

You might notice that many companies publish numerous marketing case studies. There’s a reason for that.

Each case study targets a different segment of the company’s target audience. Let’s say that you sell shoes, purses, and hats. A case study about shoes won’t interest someone who’s shopping for hats.

You can either choose a project that has already concluded or one that is starting or underway. It’s always best to start at the beginning, but if you’re anxious, you can take the reverse-engineering route.

Decide which segment of your target audience you want to appeal to first. Next, select a case study subject closely related to that segment. You want your marketing case study to resonate with the leads you most want to convert.

2. Identify the key points of the case study and use storytelling

Decide what parts of the case study you want to highlight. These details will likely appear in the marketing case study’s headline as well as throughout the rest of the text.

For instance, if you helped a customer boost revenue by 200 percent, that’s a highly relevant detail. You’ll want to spotlight it in the headline and several times in the content so you keep it fresh in readers’ minds.

You might have several key points. Think about the struggles your customer was facing before you stepped in, how you approached the solution, and why alternatives weren’t working. When you can provide numbers, do so.

Once you’ve identified those key points, start weaving them into a narrative. Make it exciting! Add sensory details, frustration points, and colorful anecdotes.

A marketing case study shouldn’t sound dry. It needs to engage the reader so he or she keeps going until the end.

If possible, intersperse the copy with images. Make them relevant and easy to see on the screen. Let the images help supplement the story you’ve woven.

3. Highlight the great results

As mentioned above, results are paramount. If you can express them in numeric form, so much the better.

Consider creating a custom graphic to serve as the featured image on your post. That way, people can share the image on social. Add the amazing result to the text on the image to entice people to click.

The point here is to capture attention. If people are willing to pay attention to you, then you’ve won the first part of the battle. As long as you maintain that attention, you have a good chance of converting the lead.

4. Explore different types of design

Design can prove fundamental to a marketing case study’s success. If you’re publishing it as a blog post, break it up with H2s, H3s, and H4s to guide the reader through the story. Add images and leading lines to keep the visitor engaged.

Remember that color matters. Consider using colors for text and images that correlate with your customers’ color scheme or with your own site’s palette.

5. Ask for feedback! What does your potential customer want to learn?

Don’t let the conversation stop at the end of your marketing case study. Open up the forum for more insights.

Invite readers to ask you direct questions about your business, products, services, or methods. Not only that, but respond to those comments. Take each one as a gift.

These comments might tell you what type of case study you should create next or allow you to cement a conversion by answering objections or questions.

Marketing case studies can improve your conversion rate , but you have to put in the time and effort. Yes, a polished case study requires work, but if you can secure sales from its publication, why wouldn’t you give it your full attention?

Remember that trust matters when it comes to converting leads into customers . If you don’t have trust, you’ll lose your leads to your competitors.

A great marketing case study demonstrates your track record. It builds a case for leads to use your products or services over someone else’s.

What are you waiting for? Start creating your first marketing case study now.

Make your website better. Instantly.

Keep reading about content marketing.

FOMO Marketing: Most Do It Wrong (+How to Do It Right)

We all have those moments where we just can’t pass up an opportunity. It’s everything we want at the price we want. It’s presented to…

Want a Better Way to Engage Your Audience? Try Data-Driven Micro-Content

Content marketing is in a state of surplus: there is too much supply of branded content and diminishing returns of audience engagement.

Tripwire Marketing: Lure in More Customers With 12 Slam-Dunk Ideas

You’re unhappy with your conversion rate. People just aren’t buying what you’re selling. The solution might lie in tripwire marketing. The term tripwire marketing might…

Where to Place Customer Testimonials On a Website (+Examples)

Consumers have become increasingly blind to marketing and advertising strategies. The buyer’s journey gets longer and longer, and people are slower to trust companies. What’s…

A Step-by-Step Guide to Develop a Content Marketing Strategy That Converts

Your content marketing strategy influences how you reach your audience. If you don’t have a content strategy, now’s the time to create one. Many businesses…

Why Your Website Needs Infographics

The internet is suffused with data that is ever-flowing and ever-changing. Keeping your audience engaged with your content, whether it is on your website, social…

How To Increase Top of Funnel Traffic Through Link Retargeting

As a basic concept in marketing, the sales funnel is all about making prospects aware of your brand at first touch, right through to the…

A marketing case study allows you to illustrate and explain how you achieved enormous success in a specific situation. For instance, last year, Jacob McMillen…

How to Identify Your Target Audience for Better Marketing

What is a target audience? And why does your specific target audience matter? That’s what we’re going to cover today. When you’re in business, you…

How to Find Your Target Market So Content Sticks (Guaranteed Success)

You hear it all the time: “learn how to find your target market and create interesting content.” But there’s a severe lack of useful material…

What Makes a Great Press Webpage?

PRs and SEOs love press releases. You get an SEO boost, earning links from journalists in your space across a bunch of different sites. And…

How To Be A Subject Matter Expert When You Don’t Know The Topic

Copywriters and content marketers are often required to write about industries or topics they know little about. This can make it a challenge to position…

How to Sell Without Selling In Every Blog Post

We all know blogging is an important part of online marketing. To succeed online today requires as many landing pages as possible, each ranking for…

7 Ways to Make Your Content More Actionable

One of the most disillusioning things about being a content marketer is putting the time and energy into creating A+ content only to have it…

10 Ways to Squeeze More Value out of Your Long-Form Blog Post

You put so much time and effort (and money, possibly) into your epic blog post. And boy did it get you results. That sucker got…

Over 300,000 websites use Crazy Egg to improve what's working, fix what isn't and test new ideas.

Last Updated on July 25, 2017

How to Write a Marketing Case Study (With Examples)

Learn exactly what a marketing case study is, how to write one that stands out, and review some examples of existing, successful studies.

As any big brand like MailChimp, Spotify and IMB will tell you, case studies are a huge part of solidifying your brand as thought leaders.

A case study is a win: you share the success of a customer as a result of your company’s actions. At SimpleTexting we call them our Success Stories , but no matter the name, the structure is the same — how company A worked with B to achieve XYZ. 

In this article we’ll cover everything from the basics to real-life examples.What exactly is a marketing case study, what constitutes a good one, and most importantly, how do you build one?

Let’s get started.

What is a Marketing Case Study?

According to Curata , “a case study in the context of marketing is an analysis of a project, campaign or company that identifies a situation, recommended solutions, implementation actions, and identification of those factors that contributed to failure or success.”

Sure, it’s a bit wordy, but at its core marketing case studies share information with prospective customers or clients about how your product offered a solution.

It doesn’t need to be dry reading. It doesn’t even need to be a report (although it can be). The key with a case study is that it should read like a story—only the beginning, middle, and end are all replicable business takeaways.

Case studies are for businesses of all sizes. They can be just as effective for small and medium-sized businesses as they are for enterprise businesses. Here’s why you should be investing time in building case studies.

Why Write a Marketing Case Study?

Before we dive into the instructions, let’s take a second to explore why a business would invest the time and effort into writing a case study. After all, why share your big marketing secrets with the world, what do you get out of the deal?

Simply put, you get the chance to share your story. Case studies, after all, are just stories showcasing your products and methods. They make for pretty spectacular advertising because, to a reader, it doesn’t feel like they’re being marketed to.

92% of customers prefer that media messages sound like a story. By using case studies you’re appealing to the logical, casual consumer who wants to know the “who, what, where, when, and why” that drives them to buy without any of the extra fuss. Case studies are the perfect medium to package it all.

How to Write a Marketing Case Study

As mentioned, every good case study maintains one singular focus: how one company used another to achieve its goal(s). This means most marketing case studies tend to take on an easily understandable problem-solution structure.

Let’s take a look at what you need to create a successful case study.

Components of a Marketing Case Study

Using the ingredients above, assemble them in this order to create a basic marketing case study:

• Write a title : Don’t worry about spoiling the ending. With case studies you want your title to let readers know right away how a campaign ended.  A case study title should include the name of the company or brand being examined, if their campaign went well or poorly for them and a solid metric that demonstrates exactly how well or how poorly they performed. For example: “ SimpleTexting Cut Down Product Onboarding Process by 30% Through Video Instruction. “
• Introduce the subject: Every marketing case study should open with a brief historical overview of the company. What have they struggled with in the past that led to them developing this campaign? Who is their target audience, what do they sell?  Even if your subject is obscure, you want to build a sense of relatability to your readers: so be sure to structure from general to specific. After all, you want readers outside just your industry to take away value.
• Identify your subject’s problems : Avoid leaving your readers feeling underwhelmed by presenting your subject’s problems early on in your case study. What are they trying to build, fix, or change? These problems are what will ultimately establish the subject’s goal, a one or two-sentence overview of the outcomes they’d like to see.
• Spell out your strategies and tactics : The real meat to your case study occurs here. This portion of your study is where you describe what actions you specifically took to try and reach your goals: What did you expect to happen when you tried “X, Y, and Z”?  Your case study can write this all out in paragraph form if you want it to read with some fluidity, or you can simply bullet out your strategies below each goal. Examples of good strategies for a common marketing pain point, such as building a social media following, include: connecting with influencers, developing original creative content, and developing paid advertising parameters.
• Share your results with visuals : At this point, you’ll want to follow up with the preview you set in your title and share with readers how things went. If you saw success, how much and where? If you didn’t were you able to pinpoint where things went wrong? Spare no detail as you write out what worked and what didn’t, and be sure to provide replicable detail (it may be what inspires your reader to become a customer!). Some common metrics commonly found in case studies include: web analytics and traffic, backlinks generated, keyword rankings, shares or other social interactions. Graphics like charts, bolded quotes, and graphs are good opportunities to visually demonstrate your data.
• Wrap it up with a conclusion : Know the difference between reemphasizing and repeating. When writing a conclusion you shouldn’t sound like an echo, repeating exactly what you said in your introduction. Instead, you want to draw emphasis back to your key points and call your readers to action. Let them know what they can do right now to get connected and see this same success (or avoid its failure).  If you’re writing a case study for marketing purposes, this is where you sell yourself and your product.

Marketing Case Study Examples

You’ve certainly heard enough from us to this point. Now it’s time to see what all of these tips and tricks look like in action. `

A plethora of marketing case study examples are out there, each one with a different objective: educational, sales-driven, industry leadership, and more.

To give you a well-rounded picture, we’ll share some of our favorite marketing case studies with you so you can see it all in action for yourself.

1. Surf Live Saving Foundation

The Surf Life Saving Foundation rolled out an innovative new framework for their brand known as the surf lottery. Despite the size of the initiative they were able to break down their process on a share of voice campaign with a great deal of clarity. Why we like this case study : It provides actionable and replicable examples of how their objectives were received.

2. StyleHaul & Asana

Organizational application Asana also finds itself in a competition-heavy environment. They are one of many SaaS productivity programs available. They needed to give their brand more of a voice to edge out against competitors offering near-identical products. The problem that needed solving in this success story is relatable to businesses all around the world, and ASANA’s use of it is a showcase of why they’re leaders in what they do.

Why we like this case study : It’s storytelling at its finest and perfectly demonstrates the subtle advertising concept.

3. Red Sox and CTP

This is a great example of a marketing agency showcasing its history of work with a high-profile client (the Boston Red Sox). It explores their entire body of work on a dynamic landing page. Why we like this case study : It demonstrates what a multi-media approach to a digital case study should strive to be.

4. SimpleTexting & U.S. Hunger

We couldn’t talk the talk without walking the walk. We have a range of varied case studies on our Success Stories page, but one of our absolute favorites is the results from U.S. Hunger.

U.S. Hunger was looking for a way to reach those who need them most – including those without internet access.

Why we like this case study: Not only does it highlight the incredible work of U.S. Hunger, it also shows how much can be accomplished through SMS. It spins a new light on SMS marketing and shows the wider impact of accessible communication. 

Marketing Case Studies are Key to Brand Trust

As a business looking to grow, you need to prove to prospective customers and clients why they should invest in you. Whether it’s a service or a product, case studies are viable ways of showing that what you do works and discussing how you achieved it.

The most impactful case studies aren’t always the ones with big names attached to them. They’re the best stories, the best solutions, and the ones that the most people can relate to.

Try Text Marketing for Free

No credit card required

Meghan Tocci

Meghan Tocci is a content strategist at SimpleTexting. When she’s not writing about SaaS, she’s trying to teach her puppy Lou how to code. So far, not so good.

Up next in Beyond Texting

How ai supports mental health.

As our social lives changed during the pandemic, lots of AI apps were launched to help ease loneliness. Let’s take a look at how AI supports mental health.

Here's How to Apologize for Texting the Wrong Person

Unsure of how to handle texting the wrong person? Use our guide to build the perfect follow-up text message.

Send Your First Message in Minutes

Start a text marketing campaign or have a 1-on-1 conversation today. It's risk free. Sign up for a free 14-day trial today to see SimpleTexting in action.

Try Us Free

Your Cookie Choices

When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. Cookie Statement

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

Persuasive Marketing Case Study Examples & Templates

Get examples of marketing case study mastery. Learn by example how to engage and convert more prospects and launch your effort with battle-tested templates.

Dominika Krukowska

9 minute read

Short answer

What makes a great marketing case study.

A great marketing case study is a compelling narrative, showcasing real-world success, complete with quantifiable results. It weaves strategy, execution, and outcome into a captivating story that inspires and convinces the reader to take the desired action.

Are your marketing case studies falling flat?

Marketing case studies are an essential step for many prospects to see if they can trust you, if you meet their particular needs, and if tying their business with yours feels right.

Marketing case studies provide prospects a sense of security without which they’ll never convert.

But when done poorly, case studies can become little more than digital white noise. They’ll fail to build trust and confidence, but worse yet, they might just drive prospects to go with your competition.

Too many companies invest time, thought, and money into creating “white noise” case studies without knowing that they may cause more harm than good.

But there’s a way forward. This post will serve as your compass, guiding you to the promised land of persuasive, profit-driving success stories.

Let’s get started!

What is a marketing case study?

A marketing case study is a narrative showcasing a company's successful marketing strategy . It outlines the challenges faced, the solutions implemented, and the achieved results. This tool effectively demonstrates value, builds credibility, and convinces potential customers to take action.

What is the purpose of a marketing case study?

The purpose of a marketing case study is to build trust and authority and inspire action from potential clients. It's intended to present a narrative of success through a transformational business story with measurable outcomes. Its goal is to encourage potential customers to envision their own success with the help of your solution.

1) To present a narrative of success

Think of your case study as a rags-to-riches success story starring your client. They struggle with problems, they stumble on your product or service which guides them back to safety. But here the 'happily ever after' is a measurable outcome.

2) To build trust

A case study shows how you brought tangible indisputable results. It shows the positive transformation you helped bring about for your client. It's like having a credible friend vouch for you—it has an authentic persuasive effect that nothing you say yourself could ever achieve.

3) To inspire action

A good marketing case study nudges the reader to think: 'If it worked wonders for them, why not for me?' It subtly encourages potential customers to envision their own success with your product or service, though they came doubtful.

4) To show relevance

A marketing case study doesn’t just show a specific problem. By highlighting challenges similar to those faced by your potential customers, a case study makes your solution look more than “a good fit” it makes you look like “the best fit”, or even “the only fit”.

Our Head of Marketing has this piece of advice for you:

"When we write a marketing case study we treat it like a personal story we’d share with friends over lunch.

This makes our case studies feel familiar and gives them the credibility of personal experience, which tends to inspire others to act the same way."

—Amotz Harari, Head of Marketing at Storydoc

What should a marketing case study include?

Looking to craft a marketing case study that grips, convinces, and converts? Here's your blueprint.

A compelling marketing case study should include:

A captivating title: Much like a great book, your case study needs an intriguing title. One that grabs attention and promises an interesting story - a story of a problem solved, a challenge overcome, a victory achieved.

The protagonist: Every good story needs a hero. In your case study, it's the client or customer. Start by introducing them - who are they? What do they do? What unique challenge were they facing?

The problem: Detail the problem your customer faced. This is the villain of your story - the hurdle that stood in your customer's way. Make it relatable, so potential customers facing the same issue can see themselves in your protagonist's shoes.

The solution: Now introduce your product or service - the knight in shining armor. Explain how you swooped in to tackle the problem. Highlight what makes your solution unique and effective.

The implementation process: Give a brief account of how the solution was implemented. This is the journey part of your story - the struggle, the strategy, and the steps taken to overcome the challenge.

The results: The happily-ever-after of your tale. Showcase the positive results achieved using your product or service. Be specific and use hard numbers - they provide tangible proof of your success.

The testimonial: Finally, include words of praise from your satisfied customer. A happy client is the best endorsement. This validates the story you've told and adds an emotional, human touch.

A clear next step: Conclude with a clear call to action. What should the reader do next? Contact you for a consultation? Sign up for a demo? Download a guide? Make sure the next step is relevant, clear, and compelling.

Here’s an example of a marketing case study designed according to this structure:

What are the main types of marketing case studies?

Selecting the right format for your case study depends on your goal, the specifics of your customer's story, and the message you wish to convey.

4 case study types to consider:

1) Problem-solution case study:

This is the classic 'hero’s journey'. Your customer (the hero) is faced with a challenge (the problem), and aided by a trusted guide (your solution) goes through a transformation overcoming their hurdles and fulfilling their full potential.

This format focuses on the details of the journey with its ups and downs.

2) Before-and-after case study

The Cinderella tale of the business world. You show the situation 'before' your product or service came into play, and the improved situation 'after'.

This format focuses on contrasting the transformation , highlighting the dramatic changes from before your solution came in and after.

3) Success story case study

Think of this as the 'rags to riches' narrative. Rather than focusing solely on a single problem and solution, this case study celebrates an overarching success.

It provides the details of how the change was achieved but focuses mainly on the outcomes and their business impact.

4) Interview style case study

This type is more personal and candid, providing direct quotes and insights from the customer’s perspective.

This format lends authenticity and focuses on building an emotional connection with the reader.

The ACORN method - 5 steps for writing story-led case studies:

Best marketing case study examples to inspire you

I've curated for you a selection of brilliant marketing case study examples from some of the biggest names in business.

These case studies represent a variety of industries, challenges, solutions, and outcomes, providing a wealth of insights and inspiration for your own case study creation.

Let's dive in:

1. How Nestlé empowered the sales team with high-quality leads

Tenlo, a marketing agency, worked with the Nestlé Professional Dispensed Beverage Sales Team to improve their lead generation efforts.

Through a targeted content strategy and optimized lead nurturing campaigns, they successfully empowered the client's sales team with high-quality leads, resulting in increased conversion rates and revenue growth.

2. Dove's Real Beauty Sketches

Dove's "Real Beauty Sketches" campaign aimed to challenge societal beauty standards.

Through an emotional and thought-provoking video campaign, Dove sparked conversations and empowered women to redefine their perception of beauty, resulting in widespread awareness and positive brand sentiment.

3. How AppSumo grew organic traffic 843% and revenue from organic traffic 340%

AppSumo, a digital marketplace for software deals, employed clever marketing tactics to drive organic growth.

Through the strategic implementation of SEO, engaging product-focused content, and effective link building , they successfully increased their blog's organic traffic and saw a significant boost in revenue from organic sources.

4. How Start-Up Nation Central created innovative reports for an innovative industry

Start-Up Nation Central is an NGO with a clear mission—to fuel the growth of high-tech companies. They produce and send out a lot of business analysis reports, and they were looking for a way to modernize the way they present data.

By working with Storydoc to switch from static PDFs to interactive next-gen decks, they gained access to full reader analytics and A/B testing options to see which versions of their reports were getting the most traction.

5. How Forbes grew their subscriber base by 20% using PPC advertising

Adventure PPC collaborated with Forbes Magazine to enhance their subscriber base. Through targeted paid advertising campaigns , video production, and remarketing, they achieved a significant 20% increase in subscribers. Adventure PPC's strategy included closely monitoring ad budget to optimize campaigns and ensure effective resource allocation.

6. L’Oreal Paris and Google

L’Oreal cooperated with Google ahead of their new product launch to identify relevant audience segments based on hard data.

They targeted potential customers across all stages of the marketing funnel, which resulted in increasing ad recall, market share, and e-commerce sales.

You can watch the case study below:

7. How Bitly solved the omnichannel challenge

Vissla, an e-commerce shop, was looking for a more effective way to keep an account of data across all of their marketing channels.

They partnered with Bitly Campaigns to create a dashboard containing all marketing activities, track results in real-time, and optimize their content based on hard data, including insights on how to add a Bitly redirect .

8. Gannett marketing operations grows digital subscriber base with Asana

When Gannett, the largest newspaper publisher in the US, brought their marketing campaign production in-house, they had to find a way to scale up the number of projects.

They collaborated with Asana to increase campaign volume and streamline campaign management.

9. How Stripe leverages GPT-4 to streamline user experience and combat fraud

Stripe, the innovative payment platform, gathered 100 brilliant minds from within its own ranks to revolutionize features and workflows with GPT-4. Their mission? Take Stripe to new heights!

The result? 15 groundbreaking prototypes emerged, promising personalized support, expert answers to tough questions, and the power to nail fraud on community platforms.

10. How Ryanair uses Hotjar Surveys to measure satisfaction and report on trends

Ryanair, a leading Irish discount airline, needed to find a way to report product performance to its main stakeholders.

They turned to Hotjar Surveys to measure user satisfaction, identify main pain points and barriers to purchase, and report the larger trends.

11. Accelo gives software company the insights and efficiency to double revenue

The leadership team at Tambla, an HR technology company in Australia, was struggling to pinpoint resource leaks.

By consolidating client work management tools using Accelo, they gained unprecedented visibility. In just two years of using the platform, Tambla doubled revenue, quadrupled project turnover and increased recurring work by 15%!

Marketing case study design examples you can use as your template

Your marketing case study design can significantly influence its effectiveness. But design is a serious business.

Imagine starting a marketing case study from zero—it's like carving a statue from a solid block of marble. But, what if you had a mold?

These interactive case study templates provide a structured narrative, coupled with the flexibility to add your own data, images, and other interactive elements designed to engage, impress, and persuade.

Why you shouldn’t make case studies as PDFs

Considered the go-to format for case studies, PDFs offer accessibility and versatility. Share them around, download at will, or print for a keepsake.

But just because PDFs are easy for you to use, it doesn’t mean they’re easy for your audience to consume. They’re not.

PDFs are a hassle. They're tough to read, scan, and navigate. They're not mobile-friendly, they lack interactivity, and they can be downright dull.

On top of that, they take your audience offline, disconnecting them from your online assets, like your website or app.

What you can do instead

Instead of PDFs that tank engagement, it’s better to go with the webpage option.

Webpage-designed case studies offer multimedia, interactivity, and mobile-friendly navigation that lead to renewed engagement.

They give your readers a rich content experience with videos, animations, and clickable elements like tabs, sliders, and buttons, all wrapped in a story.

However, webpage case studies are not so easy to produce . They require the involvement of designers, developers, website managers, brand managers, and so on.

With all these people involved, even adding the tiniest update to the page can become a headache.

But there’s a way to bypass all this needless complexity . Creating a case study with Storydoc combines the interactivity of a webpage and the simplicity of producing a PDF.

When using Storydoc you’re stepping into a safe walled garden where everything is already taken care of , from coding to design to branding. And making changes takes just a few seconds.

Here’s how PDF and Storydoc case studies compare:

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best case study to date

Try Storydoc interactive case study creator for 14 days free (keep any presentation you make forever!)

16 Important Ways to Use Case Studies in Your Marketing

Updated: September 08, 2020

Published: July 30, 2020

When you're thinking about investing in a product or service, what's the first thing you do?

Usually, it’s one or both of the following: You'll likely ask your friends whether they've tried the product or service, and if they have, whether they would recommend it. You'll also probably do some online research to see what others are saying about said product or service. Nowadays, 90% of consumers used the internet to find a local business in the last year , and 82% of consumers read online reviews. This shows that the majority of people are looking to peers to make a purchasing decision. Most customers know that a little online research could spare them from a bad experience and poor investment of your budget.

What Is a Marketing Case Study?

A case study is the analysis of a particular instance (or "case") of something to demonstrate quantifiable results as a result of the application of something. In marketing, case studies are used as social proof — to provide buyers with the context to determine whether they're making a good choice.

A marketing case study aims to persuade that a process, product, or service can solve a problem. Why? Because it has done so in the past. By including the quantitative and qualitative outcomes of the study, it appeals to logic while painting a picture of what success looks like for the buyer. Both of which can be powerful motivators and objection removers.

Why Use Case Studies?

In essence, case studies are an invaluable asset when it comes to establishing proof that what you're offering is valuable and of good quality.

According to HubSpot's State of Marketing Report 2020 , 13% of marketers name case studies as one of the primary forms of media used within their content strategy. This makes them the fifth most popular type of content, outshined only by visual content, blogs, and ebooks.

Okay, so you know case studies work. The question is, how  do they work? And how can you squeeze the most value out of them? 

When to Use a Case Study

Here are the ways you can market your case studies to get the most out of them.

As a Marketing or Sales Asset

1. use a case study template to create pdfs for email or downloads . .

Do not underestimate the value of providing social proof at just the right time in order to add value and earn their business. Case studies are extremely effective in the consideration stage of the buyer's journey when they are actively comparing solutions and providers to solve a problem they're experiencing. 

For this reason, case studies in an independent PDF format can be helpful in both marketing and sales. Marketers can use these PDFs as downloads in web content or email campaigns. Sales reps can utilize these assets in demonstrations, in a follow-up, or to overcome objections. 

The easiest way to create PDF case studies is by using a case study template . Doing so can decrease the amount of time you spend creating and designing your case study without sacrificing aesthetics. In addition, you can ensure that all your case studies follow a similar branded format. 

We've created a great case study template (and kit!) that's already locked and loaded for you to use. All you have to do is input your own text and change the fonts and colors to fit your brand. You can download it here .

On Your Website

2. have a dedicated case studies page..

You should have a webpage exclusively for housing your case studies. Whether you call this page "Case Studies, "Success Studies," or "Examples of Our Work," be sure it's easy for visitors to find.

Structure on that page is key: Initial challenges are clear for each case, as well as the goals, process, and results.

Get Inspired:  Google’s Think With Google is an example of a really well structured case study page. The copy is engaging, as are the goals, approach, and results.

3. Put case studies on your home page.

Give website visitors every chance you can to stumble upon evidence of happy customers. Your home page is the perfect place to do this.

There are a number of ways you can include case studies on your homepage. Here are a few examples:

• Customer quotes/testimonials
• A call-to-action (CTA) to view specific case studies
• A slide-in CTA that links to a case study
• A CTA leading to your case studies page

Get Inspired: Theresumator.com incorporates testimonials onto their homepage to strengthen their value proposition.

Bonus Tip: Get personal.

Marketing gurus across the world agree that personalised marketing is the future . You can make your case studies more powerful if you find ways to make them “match” the website visitors that are important to you.

People react to familiarity -- for instance, presenting someone from London with a case study from New York may not resonate as well as if you displayed a case study from the U.K. Or you could choose to tailor case studies by industry or company size to the visitor. At HubSpot, we call this "smart content."

Get Inspired: To help explain smart content, have a look at the example below. Here, we wanted to test whether including testimonials on landing pages influenced conversion rates in the U.K. The landing page on the left is the default landing page shown to visitors from non-U.K. IP addresses. For the landing page on the right, we used smart content to show testimonials to visitors coming from U.K. IP addresses.

4. Implement slide-in CTAs.

Pop-ups have a reputation for being annoying, but there are ways to implement that that won't irk your website visitors. These CTAs don't have to be huge, glaring pop-ups -- instead, relevant but discreet slide-in CTAs can work really well.

For example, why not test out a slide-in CTA on one of your product pages, with a link to a case study that profiles a customer who's seen great results using that product?

Get Inspired:  If you need some help on creating sliders for your website, check out this tutorial on creating slide-in CTAs .

5. Write blog posts about your case studies.

Once you publish a case study, the next logical step would be to write a blog post about it to expose your audience to it. The trick is to write about the case study in a way that identifies with your audience’s needs. So rather than titling your post “Company X: A Case Study," you might write about a specific hurdle, issue, or challenge the company overcame, and then use that company's case study to illustrate how the issues were addressed. It's important not  to center the blog post around your company, product, or service -- instead, the customer’s challenges and how they were overcome should take centre stage.

For example, if we had a case study that showed how one customer generated twice as many leads as a result of our marketing automation tool, our blog post might be something along the lines of: "How to Double Lead Flow With Marketing Automation [Case Study]." The blog post would then comprise of a mix of stats, practical tips, as well as some illustrative examples from our case study.

Get Inspired:   Check out this great example of a blog post from Moz , titled "How to Build Links to Your Blog – A Case Study."

6. Create videos from case studies.

Internet services are improving all the time, and as a result, people are consuming more and more video content. Prospects could be more likely to watch a video than they are to read a lengthy case study. If you have the budget, creating videos of your case studies is a really powerful way to communicate your value proposition.

Get Inspired: Check out one of our many video testimonials for some ideas on how to approach your own videos.

7. Use case studies on relevant landing pages.

Once you complete a case study, you'll have a bank of quotes and results you can pull from. Including quotes on product pages is especially interesting. If website visitors are reading your product pages, they are in a "consideration" mindset, meaning they are actively researching your products, perhaps with an intent to buy. Having customer quotes placed strategically on these pages is a great way to push them over the line and further down the funnel.

These quotes should be measured, results-based snippets, such as, “XX resulted in a 70% increase in blog subscribers in less an 6 months” rather than, “We are proud to be customers of XX, they really look after us."

Get Inspired: I really like the way HR Software company Workday incorporates video and testimonials into its solutions pages.

Off Your Website

8. post about case studies on social media..

Case studies make for perfect social sharing material. Here are a few examples of how you can leverage them on social:

• Share a link to a case study and tag the customer in the post. The trick here is to post your case studies in a way that attracts the right people to click through, rather than just a generic message like, “New Case Study ->> LINK." Make sure your status communicates clearly the challenge that was overcome or the goal that was achieved. It's also wise to include the main stats associated with the case study; for example, "2x lead flow," "125% increase in X," and so on.
• Update your cover image on Twitter/Facebook showing a happy customer. Our social media cover photo templates should help you with this!
• Add your case study to your list of publications on LinkedIn.
• Share your case studies in relevant LinkedIn Groups.
• Target your new case studies to relevant people on Facebook using dark posts. ( Learn about dark posts here. )

Get Inspired: MaRS Discovery District posts case studies on Twitter to push people towards a desired action.

9. Use case studies in your email marketing.

Case studies are particularly suited to email marketing when you have an industry-segmentable list. For example, if you have a case study from a client in the insurance industry, emailing your case study to your base of insurance-related contacts can be a really relevant addition to a lead nurturing campaign.

Case studies can also be very effective when used in product-specific lead nurture workflows in reactivating opportunities that have gone cold. They can be useful for re-engaging leads that have gone quiet and who were looking at specific areas of your product that the case study relates to.

Get Inspired: It's important that your lead nurture workflow content includes the appropriate content for where prospects are in the sales cycle. If you need help on how to do this, check out our post on how to map lead nurturing content to each stage in sales cycle .

Pro tip: When sending emails, don't forget about the impact a good email signature can make. Create your own using our free Email Signature Generator .

10. Incorporate case studies into your newsletters.

This idea is as good for your client relations as it is for gaining the attention of your prospects. Customers and clients love feeling as though they're part of a community. It’s human nature. Prospects warm to companies that look after their customers; companies whose customers are happy and proud to be part of something. Also, whether we are willing to admit it or not, people love to show off!

Get Inspired: Newsletters become stale over time. Give your newsletters a new lease of life with our guide on how to create newsletters that don't suck .

11. Equip your sales team with case studies.

Tailored content has become increasingly important to sales reps as they look to provide value on the sales call. It's estimated that consumers go through 70-90% of the buyer's journey before contacting a vendor. This means that the consumer is more knowledgeable than ever before. Sales reps no longer need to spend an entire call talking about the features and benefits. Sales has become more complex, and reps now need to be armed with content that addresses each stage of the buyer’s process. Case studies can be really useful when it comes to showing prospects how successful other people within a similar industry has benefited from your product or service.

Get Inspired: Case studies are just one type of content that helps your sales team sell. They don't always work by themselves, though. Check out our list of content types that help sales close more deals .

12. Sneak a case study into your email signature.

Include a link to a recent case study in your email signature. This is particularly useful for salespeople. Here's what my email signature looks like:

Get Inspired: Did you know that there are lots more ways you can use your email signature to support your marketing? Here are 10 clever suggestions for how you can do this.

13. Use case studies in training.

Having customer case studies is an invaluable asset to have when onboarding new employees. It aids developing their buy-in, belief in, and understanding of your offering.

Get Inspired: Have you completed our Inbound Certification course yet? During our classes, we use case studies to show how inbound marketing is applied in real life.

In Lead-Gen Content

14. include case studies in your lead gen efforts..

There are a number of offers you can create based off of your case studies, in the form of ebooks, templates, and more. For example you could put together an ebook titled “A step-by-step guide to reaching 10,000 blog subscribers in 3 months…just like XX did.” You could create a more in-depth version of the case study with access to detailed statistics as an offer. (And don’t forget, you can also u se quotes and statistics from case studies on the landing page promoting the ebook, which adds credibility and could increase your conversion rates.) Or, you could create a template based on your customer's approach to success.

Get Inspired:   If you think you need to be an awesome designer put together beautiful ebooks, think again. Create ebooks easily using these customisable ebook templates .

You can also use case studies to frame webinars that document how to be successful with X. Using case studies in webinars is great middle-of-the-funnel content and can really help move your leads further down the funnel towards becoming sales qualified leads.

Get Inspired: Webinars are really effective as part of a lead nurturing workflow. Make sure your next webinar is spot on by following these simple webinar tips.

15. Create a bank of evergreen presentations.

It’s important to build up a bank of evergreen content that employees across your organisation can use during presentations or demos. Case studies are perfect for this.

Put together a few slides on the highlights of the case study to stir people’s interest, and then make them available to your sales and customer-facing teams. It's helpful if the marketer who created the presentation is the one who presents it to anyone who might use them in the future. This ensures they can explain the presentation clearly and answer any questions that might arise.

Get Inspired: What to create presentations people want to use? Here's a list of tools to make your presentations great.

16. Create SlideShares based on case studies.

Following on from a few short slides, you could also put together a more detailed presentation of the case study and upload it to SlideShare. After all, not only is SlideShare SEO-friendly (because Google indexes each presentation), but there is a huge pre-existing audience on SlideShare of over 60 million users you can tap into. SlideShare presentations are also easy to embed and share, and allow you to capture leads directly from the slides via a lead capture form.

Get Inspired:   Want to generate more leads with SlideShare, but not sure how to get started? Check out this blog post .

Now that you understand the value of a marketing case study and the different ways that they can be used in your content marketing (and even sales) strategy, your next step is to think about what would convince your target audience to do business with you. 

Have you recently accomplished something big for a client? Do you have a process or product with demonstrable results? What do your potential clients hope that you'll do for them? 

The answers to those questions will help you craft compelling content for your case study. Then, all that's left is putting it into your audience's hands in formats they want to consume.

Editor's note: This post was originally published in January 2015 and has been updated for comprehensiveness.

Don't forget to share this post!

Related articles.

27 Case Study Examples Every Marketer Should See

How to Write a Case Study: Bookmarkable Guide & Template

7 Pieces of Content Your Audience Really Wants to See [New Data]

How to Market an Ebook: 21 Ways to Promote Your Content Offers

How to Write a Listicle [+ Examples and Ideas]

What Is a White Paper? [FAQs]

What is an Advertorial? 8 Examples to Help You Write One

How to Create Marketing Offers That Don't Fall Flat

20 Creative Ways To Repurpose Content

11 Ways to Make Your Blog Post Interactive

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

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

VIDEO TESTIMONIAL

10 Best Case Study Examples for Marketers

August 14, 2024

Case studies give confidence to the ICP in their purchasing decisions . Shared as marketing collateral, the best case study examples carry strong social proof of how businesses or people have benefitted from a product.

The studies take a closer look at what works and how. They are especially useful for testing out the successes of SaaS products for their specialized nature. The ICP is not just reassured but also helped with a step-by-step solutions guide to boot. SaaS case studies benefit from focusing on metrics and ROI to demonstrate real value.

Customer stories and a user reports-based b2b example of a case study get prospects to think – “If they can do it, why can’t I?”. This triggers a FOMO reaction, nudging prospects to move faster along the sales funnel.

It’s no coincidence that 73% of the most successful content marketers today use case studies. Further, nearly 50% of SaaS companies say case study in content marketing has improved their sales. ( Forbes , Sept 2022)

Here’s what some marketers think are benchmarks for product case study examples to stand out:

Today, there are many ready-to-use DIY apps for creating strong content. You can sign up for a free account with most of them. Check out:

• Figma and ClickUp for customer story and report templates .
• Videopeel for video feedback sharing.
• Flourish for interactive data visualization and more.

Using a case study video template can streamline the production process, saving time and resources.

To be honest, currently, there are way too many apps in the content creator’s toolkit. It can easily get overwhelming and lead to messy workflows. That’s why we find so many case studies ending up in the “white noise” of content marketing.

The result? Fancy graphics and meaningless fluff fill up the pages. BUT marketers fail to tell the world what kind of problems their products have solved and how.

We will assess some content examples later in this article to see which features stand out in case studies for marketing use cases.

What Is a Case Study?

A case study in marketing is a narrative on how a product/service solved a real-life challenge for a customer. The study is backed by results, documentary assurances (like a customer video testimonial), and data . Video marketing case studies should feel natural, not like a rehearsed sales pitch.

Case studies are good for attracting new buyers. You can see how prospects are constantly interested in learning about various products. They find it doubly interesting when their queries are not addressed from a sales perspective.

Reason? Fact-based content like case studies seem less salesy and, thus, more authentic.

In many particularly good case study examples, storytelling formats are used to introduce a customer. From there, the customer starts narrating the product story, not the brand.

Here is what such a format can capture:

• Introduction to the customer: He/she is a relatable profile for the ICP.
• A brief rundown of the problems: Talks about the pain points set in real-life situations.
• Various product touch points: Sheds light on the buyer journey. Beginning from the customer’s first encounter with the product to the consultation and, finally, the big buy.
• The product as the solution: Elaborates how the product simplifies tasks, followed by the delivery of measurable results.
• Resolution process: Breaks down a product’s resolution process into stages – this helps measure the buyer journey against a timeline.
• Concrete outcomes: Many specific outcomes are listed in the conclusion.

We have made videos for 150+ B2B & SaaS companies.

Explainer Video, Product Demo, Remote Video Testimonials, and more.

Types of Case Study

A marketing strategy matures by developing a full-funnel scope. Meaning — it guides the buyer journey from the top to the bottom of the marketing funnel stages. It begins with Awareness then comes Interest, then Desire, and finally Action – covering the entire AIDA spectrum.

So, should case studies be part of your round-the-funnel toolkit?

We’ve noted a few style formats to help you understand.

1. Problem Solution

This one makes your customer the key individual on a hero’s journey . They face various challenges but overcome them and ultimately succeed with the help of your product. It’s like your product is the wise guide, like Mr. Miyagi in ‘Karate Kid,’ helping them along the way.

We studied case study examples in the problem-solution format. They are custom-suited for prospects taking an interest. If they find a viable solution in your product, there is a good chance they will convert.

• The customer is introduced to an adverse situation
• The problem statement is delivered in the customer’s own words
• A solution is explored through your offering
• Measurable data is given to back claims of success
• Impact statement (again, delivered in the client’s own words)
• The best examples of case studies call for readers/viewers to experience similar success

Check out the Amazon customer story mentioned below of how Scenario used AWS Generative AI to produce 100,000 images daily.

It scaled their productivity within 2 months – and that’s a great story!

2. Before/After

So, your product makes a difference. How about making that visible?

Before/after case studies rope in visual learners present across the funnel stages. Here’s what they do:

• Product is vividly shown: Raises awareness level by several notches
• Parks viewer interest: Prospects’ doubts are answered with FAQs and visuals indicating solid outcomes
• Assures with market and social proof: Triggers conversions

Consider this Salesforce case study example.

It builds a story around Spotify coming to grips with personalized marketing at scale (propped by data silos). Soon, Salesforce’s Marketing Cloud transformed the scenario.

We know how to sell your story using your product UI

3. Success Story

People make emotional decisions (not necessarily all bad ones), even in business! Marketers are largely in the practice of using emotion to their selling advantage. See below:

First, a case study. By leveraging emotional marketing and our own emotional targeting process we helped https://t.co/NDH80kv37m increase: – Conversion rates from comparison pages by 54% – ICP signups from landing pages by 172% – Homepage conversion rates by 7x — Talia Wolf (@TaliaGw) May 17, 2023

Many branding case study examples that we studied (of Gong, Ramp, Asana, Shopify, and more) use the format of a customer’s success story. By telling the story of a challenge overcome, these brands anchor mainly on their prospects’ mental state . It covers people’s deeply felt wishes and aspirations.

There are ways to get your ICP’s attention with emotional appeal in all varieties of content. One particular example of case study which we studied showed how that is possible for factual content types as well.

• Build a case study on a theme of struggle anyone can empathize with (migration, recession, gender inequality)
• Let the story build up to a point where the customer’s quality of life improves when your product solves a particular problem
• Give data to support your claims
• End with an empathic call to action: “Need help with something similar? Chat with us.”

Remember, empathy prompts knee-jerk reactions and pushes forward buying decisions for prospects still in doubt.

4. Interview Style

The Q&A style is aptly called the “ Crisco ” of content marketing. In case studies, an interview-style Q&A smoothens the creases in introducing a problem. Next, it goes on to deliver nuanced views on the problem.

Here’s what makes a Q&A case study so convincing:

• Unfiltered user perspectives
• Two or more viewpoints shared (depending on the number of users participating)
• Pinpointed questions, bringing out specific outcomes of the product

The spontaneity of video case study examples in the interview style is hard to top in any other format. It also gives businesses the perfect opportunity to use information shared by users through their questionnaires (check this OliverWyman sample).

10 Best Case Study Examples

In product marketing, case studies strengthen the resolve of prospective buyers about their purchase. We discovered that particularly great case study examples offer facts and customer stories that prospects can trust.

The studies also help set realistic expectations before people decide to finally buy something. We have put together 10 case studies with special features. Reproducing certain specifics, as highlighted in the samples below, will increase the chances of getting your ICP’s attention on your content.

1. Content Beta

Type: B2B Journey

Summary: A creative design company handled the end-to-end video production process for a software firm. They also solved brand alignment and scaling problems by offering a CaaS (creative as a service) solution.

What we Liked: Before/After comparative diagrams and business impact quantified with data

Category: Collection of customer stories

Summary: An app for managing corporate expenses saves time and worries

What We Liked: The video of a customer speaking of their journey, the minimalist design, collection of customer stories as a case study

Category: Success Story

Summary: Efficiency for a team increases significantly with a remote work management solution

What We Liked: Creatively featured quotes to create scroll-stopping points

Summary: A revenue intelligence platform optimized sales pipeline

What We Liked: Multimedia embedding, light interface, and stylish use of different fonts

Category: Customer Experience

Summary: A web3 marketplace increases visibility for an art project

What We Liked: Showcase of finished creatives, bright layout, and use of GIFs creating a playful aesthetic

Category: Customer Story Gallery

Summary: An eCommerce company lists case studies about the many ways it has helped small businesses sell their products

What We Liked: These company case study examples can be filtered according to industry, product, region, use case, and others

Category: Interview-style

Summary: A homestay marketplace presents the opportunity for ‘experience hosting’

What We Liked: Use of candid conversation in interview style, personal storytelling

Category: Problem Solution

Summary: A conversational marketing company helps increase market-qualified leads for a search-as-a-service platform

What We Liked: This example of a case study has a forward approach with a comment on future plans

9. Biteable

Summary: An on-brand video maker helps make professional-looking videos quicker

What We Liked: Clear metrics and video marketing tips shared at the end

Category: Experience Story

Summary: An e-commerce company focused on handmade goods and craft supplies helps build a curated vintage article shop

What We Liked: An aptly placed CTA, in this case study example, deepens the curiosity that the title creates for the reader

Case Study Format

As the curated examples suggest, case studies for marketing can take inspiration from different creative styles. Brands today experiment with — multimedia embedding, first-person narrated user-generated content, visuals-centric skimmable forms , etc, to create their case studies.A case study video presentation can be repurposed across multiple channels for maximum impact.

Regardless, the underlying bare-bones structure of a case study needs to remain constant. Only then can you bring out the distinct flavor of this content type.

Our survey of different business case study examples reveals a format like this:

• Introduction: Gives background to the customer and the challenge scenario.
• Problem: Studies the main difficulty the customer was facing.
• Resolution: Gives an overview of the product or service the customer comes in contact with.
• Advantage: Summarizes the top benefits of the solution – why it was the appropriate selection.
• Outcome: The affirmative business result stems from the solution and advantages.

Having a standard structure is useful for many reasons. It allows the creative team working on a case study to understand exactly which pieces of information and assets to look for. At the same time, there is flexibility to highlight the USP of your business.

How to Write a Case Study

Case studies are factual and data-oriented . Research papers are quite the same. Only, they don’t tell a story.

When we placed some product case study examples under the scanner, different storytelling frameworks were found. Some were structured as a “hero’s journey,” while others were mindblowing success stories. We noticed all of them had a clear beginning, middle, and end corresponding to:

• Scenario and problem
• Product and solution
• Results and Quantifiable Outcomes

Our close reading of the case studies also gave us insights into writing them for the desired effect on prospects. Here is a process breakdown:

• Give the study a title indicating the problem your product has solved: This will create an instant connection with your ICP, who are trying to solve similar challenges.
• Introduce the customer with the background: This Freshbooks case study example focuses on a client who is a young mother surviving a recession while trying to run a business. The scope here for creating an emotional connection with the ICP is strong.
• Present the problem and tie it to the product: This is the core of your content. Many B2B case study examples we came across had this part as the lengthiest segment. You may show how the customer tried other ways of dealing with the problem before discovering your product.
• Bring out the solution: Deliver a vicarious experience for your ICP by going into the details of the customer’s journey. Trace it from product purchase to onboarding and use the solution for one or more use cases.
• Demonstrate the results: Plug data in to support the positive outcomes from your solution. Here, data covers more than numbers. Customer quotes, polls, and reviews found on business after product use count as data, too.
• End with a CTA: Invite prospects to experience the explained product benefits themselves. Instead of a buy button, try lead nurturing with a demo request or a ‘learn more’ CTA. Gives you more time to strengthen the lead before attempting to convert them.

Why Choose Content Beta?

If you are running a company with a small crew, surfing case study examples of multiple delivery format options, narrative styles, and new design elements can slow down your workflows. Yet, competitor research and the continuous creation of case studies remain essential for the marketing strategy of any Saas product.

This is where the Content Beta’s skilled design team can add value.

Get Content Beta’s Creative as a Service for a video (in case you want to make a video case study) and the design team on standby for a fixed monthly cost.

We are a 4.5+ rated team on TrustPilot with a proven track record of delivering well-researched case studies on time. Our team makes content creation a thoroughly collaborative process with these cutting-edge functionalities in our work portal:

• Credits Roll Over: Unused credits are transferred to the next cycle, so you don’t have to pay for anything extra. Learn more about our pricing .
• Quick Revisions: Add your comments to a creative in the making.
• Cloud Storage: Upload all brand assets you want the case study to feature.
• Collaboration: Invite your team to collaborate on the project

Schedule a call with us today!

We take inspiration from as many case study examples as possible when creating one for our brand (or our clients). Surfing through different samples increases our options for creative storytelling and gives insight into what other businesses are doing.

The range of innovative elements found in case study design examples on the web is multiplying by the day . Think – animations, UGC snippets, AR and VR segments, microlearning modules, and more.

Keeping an inventory of curated examples just helps you find relevant materials quickly.

Frequently Asked Questions (FAQs)

What are the key elements of a marketing case study.

The key elements of a marketing case study are:

• The problem statement or scenario,
• The product as the solution,
• Quantitative results.

What are the best practices for writing a marketing case study?

The best practices for writing a marketing study are:

• Quoting excerpts of customer-speak about your product and brand
• Giving data to support statements
• Presenting in a skimmable and visually rich format
• Placing a CTA to progress lead nurturing

What are the common mistakes to avoid in case study writing?

The common mistakes to avoid in case study writing for marketing are:

• Not focusing enough on customer experience
• Writing in a jargon-heavy language that buyers cannot understand
• Not providing data to back claims of success for your product

"Fast turnaround" "Easy to work"

+1-(707)-240-8320 [email protected]

484 Virginia Pine TER, Sunnyvale 94086, CA, US

Flinders House, Bear Point, 2 E Parkside, London SE10 0FQ, UK

B702, Bharat Ark, Andheri, Mumbai 400053. IN

• Video Portfolio
• Design Portfolio
• Case Studies
• Schedule a call
• Join our team
• Partner with us
• Product Demo Video
• Remote Video Testimonials
• Social Media Videos
• Presentation Design Service
• Creative-as-a-Service
• Product Launch Content
• Onboarding Video
• Explainer Video
• Sales Video
• Go-to-Market Bundle
• Podcast Editing Service
• The B2B Creative
• SaaS Academy Directory
• The Product Marketing Show
• New Things in Customer Education
• LinkedIn Comparative Ads
• LinkedIn Case Study Ads
• LinkedIn Webinar Ads
• Deemedya Case Study
• Searce Case Study
• Truckstop Case Study
• OneMagnify Case Study
• ServiceNow Case Study
• Tailwind Case Study
• Xactly Case Study
• All rights reserved © 2024 Earendel Media LLC
• Privacy Policy
• Terms of Service

Home › Blog › Audience Ops Case Studies › Marketing Case Study Examples

Marketing Case Study Examples

Sara robinson.

If your business is going to invest the time and resources into creating case studies, you want them to be done well. 

Before you even start, it’s important to have a sense of how and where you’ll be using the case studies so that you know what to create and in what format. Know your audience, and understand what will appeal to them before you get started.

There are two general types of case studies that are used to help market your business and use in your sales efforts: written and video.

General Types of Case Studies

Case studies are often written and/or video. At Audience Ops, we’re partial to video case studies, supported by a written case study. Want more info about what a marketing case study is? Check out this post before diving into the examples).

1. Written Case Studies

Written case studies are just as they sound: the client or customer’s story is shared through writing, typically in a narrative/story-driven format or a more standard business format of background, challenges/opportunity, strategy and execution, results and client feedback. Before you get started, it’s ideal to know what your final deliverables will be.

Which written case study type should you choose? Go with what fits the voice and tone for your company and brand. You don’t want a case study that is too casual when your prospective customers will expect formality and if your brand is fun and edgy, then a traditional format just won’t do. We’ve got more depth on written case studies here .

2. Video Case Studies

Video case studies: these are not your typical 30-60 second video testimonials where someone gives a quote about your brand or product. Instead, these are visually designed stories, similar to what you’d find in a written case study. But instead of writing, you hear the person’s story and experience. We detailed video case studies in this article . 

Audience Ops has case study video producers who bring the client’s story to life with titles, highlighting of metrics and data, and adding in b-roll of your tool, product, or other video that will enhance the story. Our standard is a 3-4 minute video but can make these shorter or longer as needed.

Case Study Examples

Every company’s case study will look a bit different from the others, but you can use these examples to help inspire you and to share with stakeholders if you’re in need of getting the go-ahead to work on case studies for your company. (And remember that sometimes outsourcing the whole process leads to a stronger result and saves you time). 

Written Case Study Examples

The following written examples were all prepared by the Audience Ops team :

Narrative Written Case Study Examples

Narrative case studies are a story-driven format. They often use interview techniques and direct quotes to drive the heart of the story. You can read more about how to format a case study in addition to seeing the examples. 

• Neuralli – Personal stories in the health and wellness sphere can be particularly impactful as a narrative case study. In this example , the case study subject shares some very personal details about her journey which are very relatable to others who have had similar experiences. 

Mothership – This written case study example for Mothership paints a picture of the situation the client faced while setting up Mothership as the ideal solution. This narrative style includes more additional detail about the client in the story than a traditional written case study typically has.

Traditional Written Case Study Examples

Traditional written case studies tend to follow more of a “problem, strategy, results” format. They may or may not include first-person quotes from an interviewee – many are completely written in third-person. 

• Designed.Co – This example does have some first-person quotes from the case study subject. It’s a more traditional format in the sense that it is laid out as “problem, solution, results.”
• Timing – This case study follows a “who, problem, solution, results” format. It leans heavily on first-person quotes while maintaining a traditional format.

Video Case Study Examples

Video case studies can be used on several different platforms, including websites and social media. Here are some examples created by the Audience Ops team:

Video Case Study Examples on Websites

• Dockwa – This case study is effectively displayed at the top of the page alongside some key data to help entice people to play the video.
• Mothership – This Yard Mastery video case study is displayed above the written case study.

Video Case Study Examples on YouTube

• Timing for Mac has their case study with Toast Design on YouTube. Their description includes links where people can learn more and keywords that people can find them with. 
• Images are worth a thousand words and Swift is a tool that deals with plantar warts. The video case study we created includes before and after image as well as broll of the tool in use. The client loved this video case study, but if you’re not into feet, you may not want to click through (or stop watching at about 1:03).

Designed Case Study Landing Page Examples

When you have more than one case study complete, having a landing page or section on your website dedicated to these is helpful. That way you can send prospective customers this link. In time, as your library grows, you can organize them by use-case or type of client, making it even easier for potential buyers to see themselves using your solution or service. 

Here’s an example from Mothership .

Here’s ours– and notice how we slip in testimonials right below!

Repurposed Case Study Assets

In addition to the long-form case studies you create, you also want to think about repurposing those into other assets. These can be used in numerous ways and expand on the impact of your investment. Here are some of our favorite ways to repurpose case studies and examples.

Image carousel:

• Once you have information about a client or business, you can present that information visually. Image carousels do well on sites like LinkedIn and can be shared by the brand and team members from your company. Check out this image carousel we created for Delegated:

Social clips

• Take the longer video and edit it down into powerful sound bites. Be sure to add in captions because many people don’t have their volume up when they’re scrolling. Videos help people stop their scroll because they’re attention-grabbing. Even if the whole clip isn’t viewed, you’re building brand-awareness. Our clients at ARPU and Delegated both chose to create social clips from their longer case study. You can use these for organic and/or paid social.

Supercut Video Case Studies

• Once you have several case study videos complete, you can do what we call a “Supercut.” You choose clips from each case study and weave together to make another video that highlights why multiple people are fans of your company. You can organize these videos around value propositions, use cases, or get creative and use all of the fantastic content you’ve created. Create these as 2-3 minute videos and shorter social media posts for the biggest impact. Delegated asked us to create several supercuts designed as social clips. This one highlights the benefits of working with a VA. Similarly, ARPU wanted supercuts developed around specific value props of the app.

Charts and graphs or infographics

• If you’ve already created graphics as part of your written or designed case study, those may be able to be used as stand-alones for social media posts or callouts in a newsletter. You may want to do some additional design to give more context to the graph or data, but visuals of data, graphs and infographics tend to do well for both sales and marketing.

Designed Written Case Study Examples

These are a nice complement to the longer written case studies. These can be used as sales assets by sharing with prospective customers, as marketing assets for paid ads, or for PR purposes. This can also be a great option for a more narrative case study: You can make it more formal to share with stakeholders or investors, while your customers are interested in the more casual version. Delegated asked us to create a single page document and a longer version so that both sales and marketing would have what they need.

Final Thoughts

The power of case studies is in how you use them. Writing a case study or producing a video is a good first step. But if those merely sit on a webpage, you’re missing out. Take the time to develop your case study into multiple assets, using these case study examples as a guide. And, once you’ve created these assets, be sure to have them easily accessible to team members who will need them. That way, your sales team can easily add content to their emails: use-cases specific to their prospects or data that they’d find appealing. Your marketing team will be able to have content to use for social media posts and your PR team or agency will have content at the ready if there’s an opportunity for some media exposure. If you don’t have the internal team or bandwidth to make case studies happen, please reach out. Audience Ops helps to create written and video case studies and multiple assets from the long-form content. We’ll work with you to develop what your team needs while taking care of your customer throughout the process.

Case Study Chat

We're excited you'd like to learn more about our done-for-you case studies. Please fill out your info and we'll be in touch.

" * " indicates required fields

Related Posts

Impact stories for nonprofits, marketing case studies: everything you need to know, how to format marketing case studies.

© 2024 Audience Ops

Based in Tennessee, USA. Serving online businesses worldwide.

Terms of Service | Privacy Policy

• Case Studies
• Blog Articles
• Client Reviews

Before you go...

Need some help with your content.

• Free Resources

Marketing Case Study Examples: Small changes by the marketer, big improvements in results for the business

Our marketing case study articles are underwritten by MECLABS Institute, the parent organization of MarketingSherpa. Join us for a MECLABS AI Guild session Wednesdays at 2 p.m. Eastern Time. Learn more at MECLABS.com/AI-Briefing

Quick Case Study #1: Online course creator adds abandoned cart email, gets 93% conversion rate

A few months ago, Jennie Lakenan realized that she was getting some leads who started the purchase process for her course but didn't finish it.

BEFORE – Two-step checkout process

Her checkout system happens in two steps. First, she captures the email address.

Creative Sample #1: First step in checkout flow

The second step was the payment entry page.

Creative Sample #2: Second step in checkout flow

AFTER – Abandoned cart emails

As soon as she noticed that leads were starting checkout but not finishing, she implemented a simple email automation to follow-up with them if they abandoned cart.

She sent the first email one hour after they didn’t finish their checkout, with the following copy…

I noticed that you clicked away without finishing the checkout process for Website Kit for Coaches , my course teaching new coaches how to create their own simple website to attract their first clients.

I understand that getting your coaching business off the ground is no small task.

I want to help make the process as easy as possible for you.

That's why I created this course.

It's a short but powerful program that will help you create a website you can be proud of quickly and easily.

In just 7 snappy modules, you'll learn everything you need to know to set up a simple website to market your coaching business.

Plus, as a certified coach myself, I know exactly how to guide you through the process so you don't get stuck.

"I just used this kit and set up a new website in two days. Super easy, super thorough directions, and not so much info that it overwhelms you."

- Kim Job, Systems & Soul Stories Coach

Don't miss out on this opportunity to take the first step in your website design journey.

Click here to finish your purchase and get started today!

Always here,

Jennie Lakenan

She sent the second abandoned cart email one day after they didn’t finish checkout. Here is the email copy…

I hope you're doing well!

I noticed that you clicked away from my website without completing the checkout process for Website Kit for Coaches .

You know, my course teaching new coaches how to create their own simple website to attract their first clients.

This course will help you create a website you can be proud of quickly and easily.

Plus, as a certified coach myself, I'm here to help you every step of the way.

And because I'm so confident in the value of this course, I'm offering a satisfaction guarantee.

If you watch the entire course, ask for help in the community, and you're still not able to successfully finish your site, I'll give you your money back.

No questions asked.

Click here to finish your purchase and get started today !

All the best,

RESULTS – 93% conversion rate

The conversion rate on this abandoned cart automation is 93.1%.

Of the 28 people who have gone through this automation since she implemented it, 23 of them have bought the course.

“I highly recommend anyone with an online course, e-commerce shop, or any website payment system, frankly, set up an abandoned cart automation if your payment system allows it. Abandoned cart follow-ups are a powerful way to convert!,” said Jennie Lakenan, Website Designer and Strategist, Jennie Lakenan Web Consulting .

Quick Case Study #2: Shipping service makes one simple change to ad, reduces cost per new registration 300%

Stallion Express is a shipping company in Canada.

BEFORE: Ads that appeal to niche of top clients

The team tested a variety of ads, mainly focusing on price savings. The ads included a general figure for the average savings achieved by their top clients.

Creative Sample #3: Ad focused on top clients

The team realized that the ad did not speak to its entire audience because the figure itself – “$60,000 annual savings” – does not mean much to e-commerce sellers with different volumes and hence, different savings.

AFTER: Ad with pricing comparison that could apply to broad audience

They decided to come up with a pricing comparison ad that would be helpful to each individual seller regardless of their sales volume. Basically, an ad which appeals to a broad audience rather than niche sellers.

To appeal to their entire audience, they included concrete figures for a representative example along with some value elements.

Creative Sample #4: Ad that is more broadly applicable

RESULTS – 300% lower cost per new registration

The cost per new registration was reduced by 300% by making this one simple change. They did not make any changes to the landing page or targeting so this is purely based on the ad performance.

This simple image ad also outperformed some of their older, high-quality, cinematic video ads.

One reason the team feels this ad was successful is that their B2B audience loves to see prices and clear-cut comparisons.

“A few other reasons why Meta may have pushed this ad more than our previous ones are the game element – ‘find the difference’ is a good hook and people stuck around and engaged with the ad – and the shipment example is funny and extremely relevant to our audience (Canadian e-commerce sellers + this was published during the NHL season),” said Diana Zheng, Head of Marketing, Stallion Express .

Case Sample #3: Mazda dealership changes SEO tag strategy, gets 10x increase in sales inquiries and service bookings

Redlands Mazda is an auto dealership in Brisbane, Queensland, Australia. It sells new and pre-owned cars and has a 20-car service workshop.

“We were already with a digital agency that was working on our SEO but little did I know that for the money they were charging me, they actually weren't doing the things that they were supposed to do," said Peter Niebling, Dealer Principal, Redlands Mazda .

He continued, “I have heard of horror stories in the past with certain digital agencies, so trust was a concern, in regards to letting go of the old agency. After all they had access to some of our business's digital properties such as our website backend, and Google Analytics. I sell cars for a living and I wasn't sure if they could do anything to hurt the business. Luckily they didn't.”

BEFORE – Tags focused on branded search

“Redlands Mazda was really having issues ranking on page 1 of Google for their major keywords,” said Rob Whaley, Head of Growth & Digital Strategy, Project Local (Redlands Mazda’s new SEO agency).

The team conducted a sitewide SEO audit and identified some key SEO mistakes that were hurting rankings.

The site <title> tag wasn't optimized around a keyword that would actually bring in search traffic. The original site title was: ‘Redlands Mazda | Mazda Dealer Capalaba.’ This site title would help with branded searches, but as Redlands Mazda had recently undergone a rebrand, branded searches were going to be unlikely. “A better alternative was to optimize the website around a keyword such as ‘Mazda Brisbane’ which gets over 800 searches per month according to Ahrefs,” Whaley said.

Capalaba is a suburb of Brisbane. ‘Mazda Capalaba’ gets 50 searches per month.

“There were multiple uses of <h1> tags which confuses Google as to what the page is about,” Whaley said. SEO best practice is to have only one <h1> tag per page. The <h1> tag at the time the new team took over the website was <h1> Redlands Mazda </h1> and, again, wasn't optimized around a keyword that would bring traffic.

“The site <title> tag is one of the best SEO elements to optimize as it directly tells Google what the page is about. The <h1> tag is a close second and is also known as being a ‘mini’ title tag,” Whaley said.

AFTER – Tags focused on local keywords

The team changed the site title from: <title>Redlands Mazda | Mazda Dealer Capalaba</title> to <title>Redlands Mazda Brisbane | Queensland's Premier Mazda Dealer</title>.

The team also ensured they only had one <h1> tag on their homepage and changed it from <h1> Redlands Mazda </h1> to <h1> Redlands Mazda Brisbane Your Local Mazda Dealer Of New & Used Vehicles</h1>.

In fairness, the team did make some other changes as well (SEO tends to be more complex than other tactics), but the tag change stands out as a simple change anyone reading this article could make right now even with limited resources.

“Redlands Mazda was making a lot of SEO mistakes and really needed to get back to basics and increase the health of their website in Google's eyes before they could expect higher rankings,” Whaley said. “Redlands Mazda's domain rating according to Ahrefs was only 0.5.”

Other changes included:

• Images and videos were using the Http protocol instead of the more secure Https
• Many external and internal links were going to pages that no longer existed or had links removed
• The website’s overall speed was slow and needed to be optimized
• The target keyword was not mentioned on the page at all
• With a targeted outreach campaign Redlands Mazda was able to build a number of quality white hat backlinks to boost their domain rating.

RESULTS – Better search rankings

“I spend a lot on Google Ads and the PPC cost for a keyword like ‘Mazda Brisbane’ can be as high as $1.50 per click. Having organic rankings for the same keyword means I am effectively getting that traffic now for free (minus agency costs)," Niebling said.

Within four weeks, the site went from ranking as low as page six for their target keywords all the way to page one. For example, the website ranked 35 th for ‘Brisbane Mazda dealers’ and now ranks fourth.

Organic traffic increased from 1,000 organic visitors per month to 5,000. Service bookings increased at least 10 times, and the number of leads and sales inquiries also increased by roughly the same margin of 10 times what they were originally getting.

Asked what he learned from the experience regarding agency management, Niebling said, “In hindsight, I would ask more questions about what their strategy is, which keywords they are targeting, and what they are doing each month to achieve the said targets and KPIs.”

Related Resources

3 case studies of marketers that made a positive change in customers’ lives (while getting results for their business)

Viral Marketing: 7 quick case studies to help you get word-of-mouth and organic attention for your brand

Win The Competition For Attention: 3 quick marketing case studies with tips

Improve Your Marketing

Join our thousands of weekly case study readers.

Enter your email below to receive MarketingSherpa news, updates, and promotions:

Note: Already a subscriber? Want to add a subscription? Click Here to Manage Subscriptions

Get Better Business Results With a Skillfully Applied Customer-first Marketing Strategy

The customer-first approach of MarketingSherpa’s agency services can help you build the most effective strategy to serve customers and improve results, and then implement it across every customer touchpoint.

Get headlines, value prop, competitive analysis, and more.

Marketer Vs Machine

Marketer Vs Machine: We need to train the marketer to train the machine.

Free Marketing Course

Become a Marketer-Philosopher: Create and optimize high-converting webpages (with this free online marketing course)

Project and Ideas Pitch Template

A free template to help you win approval for your proposed projects and campaigns

Six Quick CTA checklists

These CTA checklists are specifically designed for your team — something practical to hold up against your CTAs to help the time-pressed marketer quickly consider the customer psychology of your “asks” and how you can improve them.

Infographic: How to Create a Model of Your Customer’s Mind

You need a repeatable methodology focused on building your organization’s customer wisdom throughout your campaigns and websites. This infographic can get you started.

Infographic: 21 Psychological Elements that Power Effective Web Design

To build an effective page from scratch, you need to begin with the psychology of your customer. This infographic can get you started.

Receive the latest case studies and data on email, lead gen, and social media along with MarketingSherpa updates and promotions.

• Your Email Account
• Customer Service Q&A
• Search Library
• Content Directory:

Questions? Contact Customer Service at [email protected]

© 2000-2024 MarketingSherpa LLC, ISSN 1559-5137 Editorial HQ: MarketingSherpa LLC, PO Box 50032, Jacksonville Beach, FL 32240

The views and opinions expressed in the articles of this website are strictly those of the author and do not necessarily reflect in any way the views of MarketingSherpa, its affiliates, or its employees.

100+ Case Study Examples for Sales and Marketing

Browse through a wide range of case study templates from various industries.

Imagine you come home after a long, tiring week of work, and you decide to satiate your taste buds by ordering a delicious, exotic dish. What would be your further course of action? Let us guess - you pull out your phone, log in to your favourite on-demand food delivery platform, search for the dish you're looking for, and hit the order button. Oh, wait! We missed out a crucial action that most of us perform while ordering a palate from a new food outlet – Rating & reviews!  

The first instinct that each one of us has when we subscribe to a new product or service is to get validation or proof from others.

In this post, we talk about one such crucial marketing collateral that provides  proof  to your prospects – Case Studies.

What is a Case Study?

Case studies are an indispensable tool for providing proof of quality and utility. They help demonstrate exactly what you have done to help other customers or clients attain their goals. They're sure to draw potential clients because they establish the factor of faith in the ability of your products or services.

To some, case studies may seem dull and boring, but it remains an integral part of a content marketing strategy for almost every B2B company. A content marketing report states that 70% of B2B marketers believe case studies are an effective tool for the content marketing mix.

How long should your case study be? 

If you type this query into the Google search bar, the answer that pops up on your screen is 500 to 1500 words. Although this is fairly ideal, it is important to note that there is no hard and fast rule for the word limit of a case study. Like everything else in Marketing, the answer is - it depends. 

Depends on various factors like the industry you’re writing the case study for, the narrative you’re building, the audience you’ll cater to and the like. 

Case studies are primarily built to generate an in-depth understanding of why exactly prospects should choose your product. In today’s world, where all content consumers have an attention span of roughly 7 seconds (if not lesser) - getting them to read a case study that’s nothing less than 500 words requires skill, to say the least. 

The length of a case study depends on the following factors :

Target audience

Identifying the target audience for your case study is the first and foremost step of the writing process. Who will be reading this case study and how do you tailor it to fit their flow of reading? It’s no big secret that everyone’s attention span varies. (We hear you. Do people even have an attention span these days?) 

Thanks to the myriad of visual content available in abundance, going through a 50-word post, let alone a 500-word case study, might be an arduous task for most people. However, this massively depends on the target audience and the industry your client belongs to. 

Case studies provide deep insight into your product/service and give potential customers one, if not more, solid reasons to get onboard. 

Formulating your case study based on these parameters will result in the best outcomes. 

For example, if your product caters directly to the general public (B2C) , then your case studies have to be short, precise and to the point. It has to provide just the right amount of information to put forth about your company, the services you offer, its features and benefits. Hence, these case studies can be anywhere between 100-300 words. 

On the other hand, formulating a case study for a B2B audience will require more detailed insights, examples, solution-oriented steps, and overall contain highly compelling research. This is solely because the individuals reading our case studies will be established business professionals looking to invest a good amount in your product . These case studies can extend up to 1500 words . 

Purpose of the case study 

The second factor/question to keep in mind is, “Why are we writing this case study?”. Here we cannot help but think of the famous quote - “You can’t understand someone until you’ve walked a mile in their shoes.” 

It’s safe to say that this quote is applicable to almost every situation in life. Especially while selling a product. Or, attempting to do so. In this stage, you need to take into consideration 3 very important factors :  

At which point of the sales process are we sending out this case study?

For starters, case study content changes according to the various points of the sales process it is being sent out during. The content required for a case study at the beginning of the sales process differs from the content required for a case study when the deal is about to be closed. 

Case studies sent out at the beginning of the sales process focus on the following :

• Recognition of your company/brand  
• An insight into your company & what you do 
• A generic overview of what your product offers 

Hence, these case studies can range anywhere from 300-500 words.

Case studies sent out at the end of the sales process focus on the following :

• Presenting a precise problem faced by a client
• Presenting how your company provided a solution for the same 
• The process
• Use-case specific insights

Hence, the sky’s the (word) limit with these case studies. The length that narrates to your prospect that your company is the best solution is the length you stop at. 

What do we want our readers to take away from this case study?

The length of your case study also majorly depends on the point you want to put forth in your case study. Are you trying to simply establish brand identity? Are you talking about a new campaign run by your company? Or is it a case study showcasing the work you did for a specific client? 

What medium are we sending the case study via? 

The medium through which your case study is being sent is a key point while determining the length of your case study. 

Let us throw in a quick example here. We are in the midst of our relentless online shopping phase and our package has finally arrived. Obviously, we can’t wait to go through the contents of the package (Because which order even is this?) - Doesn’t it make the unpacking process much easier when the packaging is precise and easy to open? Who wants loads of duct tape and clunky wrapping? It instantly puts us off, and we might even decide to open it later.  Similarly, the medium via which you send your case study and the presentation of it matters a lot. 

Here are some of the methods through which you can send your case study :

A good ol’ fashioned e-mail

“I’ll send across an email” is a phrase most of us have probably used more than our names. And, that’s fine. 

Sending your case studies and other documents through email has unmistakably been the go-to method for the longest time. Even so, sending your documents and case studies via email have its pros and cons. 

If you include a number of attachments, your prospects might have a hard time going back and forth between the document and email to open it up. The best option, in this case, is to include a single case study and make it crisp & concise in order to avoid shuffling between tabs. So, we’d say a single case study, about 500 words. 

A personalized storyboard

Personalized. Pretty. Extremely easy to go through. Nothing against emails, but imagine sending your case studies in a personalized collection that is exclusive to your reader, gives them a binge-worthy experience with your case studies, enables them to pick up exactly where they left off and much more. 

With a presentation like this, we’re sure the length of your case study isn’t going to stop readers from going through the contents of your case study.

Types of Case Studies

Case studies can be broadly classified into the following categories:

1. Third-Person Case Studies

An external agency primarily publishes this type of case study. This external research & consulting firm validates the solution provided by your company to your customers and publishes the same on its website.

2. Explanatory Case Studies

Explanatory case studies are primarily descriptive studies. They typically use one or two instances of a phenomenon or event to show the existing solution. Explanatory case studies primarily exist to familiarize the unfamiliar situation to prospects and give them a brief overview of the subject.

3. Instrumental Case Study

To gain insight into a phenomenon, an instrumental case study is deployed. The focus of this type of case study is not on the results but on the phenomenon. It tries to make the prospects discern the relationship between the phenomenon and its solution.

4. Implementation Case Study

This is perhaps the most important type of case study for a content marketer. It encompasses how your business went about executing the solution of a customer's challenge.

Case studies are the best example of marketing collateral used during the consideration stage and are used to showcase the success stories of your company. They can be written as single-page or multi-page documents.

Steps to writing a case study solution

Crafting the headline.

Headlines are the hellos in the world of writing. Just as a simple hello can help gain surface-level insight into a person, a headline establishes just that about a piece of written content. 

The first step to drafting a case study is also to pick a suitable headline. 

The headline of a case study has to include the following elements :

• The name of the company
• The use case
• The results
• Quantitative data (all about the numbers)

Let’s go with a fictional take on this - 

Let’s say you have a company, “Mattleberg Associates."

Mattleberg Associates offer consultative tools and guidance to understand, buy and adopt marketing technology tools for an enterprise. If Mattleberg Associates is to write a case study on how their product benefited a client of theirs, Acme Corporation , and upped their sales turnover by 70% , 

This is how the case study should ideally be titled : 

Acme Corp’s Sales Turnover Increased by 70% - Meet the Mattleberg MarTech Tool that made it possible. 

By glancing at this case study title, the reader gets an insight into the company (Mattleberg), the client (Acme Corp), the use case (Increasing sales turnover), the industry (Sales and Marketing) and the outcome (A 70% increase). 

Highlighting the challenge/situation 

In this part of the case study, the problem is made aware to the reader. This is where we let the reader know that “Hey, there was a grave situation taking place, and this is how it played out.”. 

In this part, you have to mention : 

• The challenge that was present
• The root cause of the problem 
• Statistics about the same 

Arriving at the solution

This part of your case study has to be your company’s stellar introduction.

In this part of the case study, you will include :

• How the client arrived at your company 
• The process of how the client fixed on your company (yay!)
• The executives involved in the process 

Behold! The results

Quantitative results .

This indicates the end of the case study. This is the part you indicate that Happily Ever After was made possible. Here is where you include all of the magical numbers that were a result of your company’s product/service, the remarkable results of the process and the outcome. 

Qualitative results

Remember when Spotify allowed 6500 of their employees to work from anywhere in the world? 

Now, fast forward to a year later; Spotify has released a statement saying their turnover rate dropped and they’re doing great! 

Here’s another example of how a qualitative result approach can be included in your case studies. This is the tie between quantitative and qualitative results. They go hand in hand. 

Tying this back to the topic, while writing a case study and mentioning the end results, it is important to also mention how the process eased the lives of the team, resulting in joy in the workplace and so on. This, in return, can directly result in quantitative results. :)

Best Practices to implement while writing a Case Study

More often than not, content marketers find it a herculean task to create a case study that is intriguing for their prospects. Here are 5 easy tips to make your case studies less boring, and more engaging.

1. Incorporate visuals in your case study

Multimedia can make your case studies more engaging and provide you with a means to connect with auditory and visual learners. Here are two ways in which you can incorporate multimedia in your case study:

• Include pictures, charts, and infographics to interpret a story out of the content-heavy data.
• Incorporate videos in your case studies and use them throughout your integrated marketing communication.

2. Prioritize firsthand knowledge over second-hand evidence

Case studies are stories. And stories can be narrated aptly only when you get real firsthand insights from the customer. Hence, to write a good case study, all you need is an excellent customer interview. Refrain from writing case studies based on resources such as testimonial quotes, videos, email, and so on.

It will only make your case studies time-consuming and difficult (or dare we say boring?).

3. Use slide-in call-to-action in lieu of pop-ups

Huge pop-ups can be annoying to the readers. Hence, marketers should try to use slide-in call-to-action that does the same job without distracting your prospects.

4. Don't be keen on listing the problem statement/challenge

Get into the shoes of your prospects while writing the challenge section. Most businesses often commit the mistake of writing the problem of a case study that caters to a narrow audience. To effectively hook a broader target audience , you should address the problem by considering the perspective of different prospects and write a detailed and compelling challenge . Your case study's first sentence should always address a broad business issue, and provide the reader with context.

5. Improve the tone of the customer quotes

Being a case study writer, you should not be transfixed on strictly reproducing all the customer quotes as it is - that is what a reporter does. As a case study writer, you should embellish the customer quotes in a way that makes their point effective. However, the altered quote should not drift away from the actual customer quote and should live up to the spirit of the customer's statement.

Examples of Case Studies

Here is a list of the finest examples of case studies across each sector with our commentary on a handpicked few to further ease your process of writing a case study.

To give you a holistic understanding of different types of case studies, we have collated the best templates from each industry.

• Aviation and Defense 
• Banking, Financial Services and Insurance (BFSI)
• Energy & Utility
• Healthcare and Life Sciences
• Manufacturing
• Technology and Services
• Telecommunications

Best Case Study Examples for Aviation, Aerospace & Defense Sector

While there are over 10+ example case studies that have been handpicked for the Aviation, Aerospace and Defence sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Electromagnetic Solutions | Leonardo

Type of case study : Explanatory

Leonardo, first, defined their electromagnetic solutions and then furnished an explanatory case study to further enlighten their target audience to the solution they offer. They provided their prospects with a lucid explanation of the phenomenon with their solution in this case study.

2. Indira Gandhi International Airport | Collins Aerospace

Type of case study: Implementation

This case study is one of the best templates you will find in the aviation & defence sector. Two reasons make it exceptional. First, Collins has tailored the case study in a way that it can collaborate with direct marketing efforts . The case study is brief, yet gives a clear explanation of how it went about executing the solution. Also, the testimonial Collins took from Delhi International Airport Ltd., explained in a nutshell, the outstanding results they produced.

Best Case Study Examples for BFSI Sector

While there are over 10+ example case studies that have been handpicked for the BFSI sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Implementing a Complete Target-Date Fund Solution |  JPMorgan Chase

Type of case study: Explanatory

Writing a case study in the sector of financial services is tricky, to say the least. If you are looking to benchmark a case study, this should undoubtedly be the one. JPMorgan deep-dived to explain the needs of the client and listed out the top investment priorities. After that, the cast study introduced the unique solution offered to give their prospects a gist of the same. 

2. Global Inventory Management | Broadridge

Broadridge created a stellar case study by incorporating a testimonial, visuals, and an elaborate solution together. The cast study went one step ahead by talking about how it will utilize this opportunity to build Broadridge's future solutions.

Best Case Study Examples for Energy & utilites Sector

While there are over 10+ example case studies that have been handpicked for the Energy & Utilities sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Creating Value through Technology and Innovation | Canadian Natural Resources Limited (CNRL)

Type of case study: Instrumental

This case study focuses more on the different technologies offered by CNRL. What makes this case study unique is that the brand has included various collaborations for each technology and clearly demarcated the status of each technique. The usage of visuals and quantifiable results is spot on!

2. City of Monterey Park | Engie

Engie has produced a phenomenal template for a case study in the energy sector. Prospects could better relate to this kind of a case study because it includes multiple testimonials alongside the images of the solution which can serve as the best catalyst for prospects in the consideration stage of the buyer journey.

Best Case Study Examples for Healthcare & Life Sciences Sector

While there are over 10+ example case studies that have been handpicked for the Healthcare and Life-sciences sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. BD Vacutainer | Becton Dickinson and Company

BD did a fantastic job of quantifying its success in solid numbers. They have incorporated the same in their headline to make it a worthy read for a prospect. Furthermore, they included a separate "results" section which listed out the benefits and illustrated the same using a bar graph. These best practices help a prospect digest text-heavy content easily.

2. Helping Biopharma Companies Unravel the Many Facets of the Oncology Market | McKesson Corporation

This template is an excellent example of an instrumental case study in the healthcare sector. McKesson takes the onus on them to educate the healthcare industry on the oncology market. It provides vital insights into how the biopharma industry can leverage McKesson's resources and excel in oncology.

Best Case Study Examples for Logistics Sector

While there are over 10+ example case studies that have been handpicked for the Logistics sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Inventory Optimization Case Study | Neovia Logistics

Type of case study: Third-Person

This case study serves as a great template of collaboration with other organizations to deliver a customized solution for your customer. Neovia Logistics and SAP Service Parts Planning worked in unison to provide a top-notch solution for inventory management. This template makes a brilliant usage of coloured theme and an engaging dashboard to display the results lucidly.

2. Building a better distribution model to accommodate rapid growth | FedEx Corporation

FedEx adopts a customer-centric approach in this case study and explains the challenges faced by the customer in detail. It elaborately explains how the problems of temperature-sensitive products of the clients were dealt with. This type of case study can prove to be very useful as a marketing communication  for a client dealing in a similar sector.

Best Case Study Examples for Manufacturing Sector

While there are over 10+ example case studies that have been handpicked for the Manufacturing sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Twilight River Cruises | Mitsubishi Electric

The testimonial and the embedded hyperlinks (that redirects to their product range) make this case study stand apart from others. Mitsubishi Electric has ensured that the client furnishes a well-crafted testimonial that makes the prospects acquire faith in their prowess.

2. Danfoss' Digital Journey and Strategic Approach to MES | Siemens

This is, by far, the best template we have discovered in the manufacturing sector. It ticks all the boxes for writing a stellar case study – slide-in CTAs (call-to-action), integration with social media, an excellent testimonial, captivating visuals, and a consistent theme. You do not want to miss this out!

Best Case Study Examples for Technology & Services Sector

While there are over 10+ example case studies that have been handpicked for the Technology & Services sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. FreshDesk - Case Study | Chargebee

The best thing about this case study is that Chargebee incorporated testimonials from different departments and individuals. The case study uses crisp headlines and explains the challenge in detail before jumping the gun to mention the results.

2. Aspire Systems Provides Data Integration Services  | Aspire Systems

For a technical product/software, it is important to know where to use technical keywords and where to use plain, simple language. Aspire Systems did a fantastic job of creating different sections for a summary (in plain language) and a tech snapshot (where they mention the suite of data management products). It also included an image of the system architecture to educate their prospects on the process and solutions.

Best Case Study Examples for Telecommunications Sector

While there are over 10+ example case studies that have been handpicked for the Telecommunications sector, we are highlighting only about 2 of them for a quick reference on why it works and most importantly, we like them.

1. Managed Network Services | Telkomtelstra

Incorporating video testimonials in the case study is one of the best practices to be followed to create a compelling case study; and, Telkomtelstra has done that precisely. The practice of integrating social media in your overall content marketing strategy never fails to fetch you brownie points!

2. Supporting the community with a mobilized workforce | Rogers Communications Inc.

Rogers Communications has adopted the strategy of assigning a dedicated page for case studies. It has also integrated social media and slide-in CTAs buttons, in this case study, for enhanced engagement. A unique practice that Rogers embraced in this case study was to mention the details of the current services with that particular client. You may want to consider this strategy while writing your upcoming case study!

Strategies to leverage the power of Case Studies 

On the same lines, let us now deep-dive into how content marketers can leverage the power of case studies to their full potential. Mentioned below are some of the strategies you can use to incorporate case studies into your organization's overall integrated marketing communications strategy.

1. Highlight the case studies on a dedicated page

When B2B customers search online for your goods and services, they will search for your company's websites as well as your rivals' websites. So make sure the case studies on your website are easy to find. Refrain from categorizing them in the section of "downloads" or "resources" list, or hiding them so profoundly that visitors need to find them on your search facility.

Offer multiple paths that will lead them directly to the stories of customers that most interest them. Feature your homepage with a recent case study. Ask your webmaster to set up a display that will generate a different case study each time the visitor clicks on a new page or returns to a given page.

Be sure to provide a link where more case studies can be found by the visitor, in case the story does not match the interests of the visitor.

2. Include case studies in white papers

Do you have a case study showing how a client used your product or service to solve a widespread problem in the industry? If so, you have the building blocks for an effective white paper . Case studies and effective white papers share the same basic structure: challenge/solution.

You will need to develop the problem section further, examine previous solutions and why they are not working, and present your solution as part of a generic class.

However, once you have described your solution, you can introduce your particular product by means of an abbreviated version of your case study.

3. Include case studies in press releases

The company press releases are the perfect platform to share customer stories with prospects, customers, partners, and employees. The case studies in your prospect press releases allow you to highlight your solutions and the different verticals that you represent.

This helps to develop trust over time. In addition, case studies are great for keeping partners informed about how customers use your solutions. You'll support their sales efforts by providing customers with new ideas that they can present. You'll also keep them excited about your partnership, as well as about your products and services.

4. Collaborate your direct marketing efforts with case studies

Many of the most popular all-time direct mail promotions start with a story. Stories are enthralling. They promise entertainment and news. Of course, they gain our attention. Hence, a well-written case study for a newsletter or a direct mail campaign can be an excellent lead material.

Moreover, with a lead drawn from a recent case study, you'll not only get the attention of your prospects right away but also establish credibility with a real-world illustration of what your company has done for others already.

5. Consolidate your SEO strategy with case studies

Case studies can be among the best content types to attract attention from search engines. Phrases of keywords are the SEO currency . And if well-written, it is most likely that your case studies will include several instances of keywords and phrases relevant to the product or service they feature.

Make sure you incorporate the links and meta tags to boost the search engine rankings. Google attaches great importance to links, so be sure to link back to your case studies from press releases, blog posts, and discussion forums that refer to them. Encourage your clients to link your website to their success stories.

Even meta tags can improve your search rankings. Ensure that the title and description tags are used well by including your target keywords in them.

6. Collaborate your case studies with your social media marketing strategy

Social media provides a range of platforms to distribute case studies to your target audience. You can post a link to your latest case studies on Twitter, LinkedIn, and other platforms. Forums are another excellent platform way to promote your customer success.

Trade associations and LinkedIn Groups provide thousands of tightly focused discussions across the entire spectrum of interests in the industry. And most of these forums will let you post links, making it easy to reach specific audiences.

Case studies are vital building blocks for your brand’s social currency. With the right balance between data and a compelling narrative, case studies go a long way in positioning your brand as the ideal choice in the minds of your prospects.

So before you rule out this collateral as mundane and boring, ask yourself again - would you order from a restaurant that is not backed by good reviews and ratings?

Other interesting blogs that might help bolster your content marketing strategy:

100+ Best Examples of Press Release Templates

100+ Brochure Examples for Sales and Marketing

100+ Testimonial Examples for Sales and Marketing

The Best White Paper Examples for B2B Marketers      

• Case Study Templates
• Case Studies
• Marketing Collateral
• Content Marketing

PAPERFLITE'S CONTENT TECHNOLOGY IN ACTION

It's easier than falling off a log.

(DON'T ASK US HOW WE KNOW THAT)

Thanks for joining Paperflite! One of our customer success representatives will be in touch with you shortly.

Please watch your mailbox for an email with next steps.

• Content Marketing
• Paid Advertising
• Performance Creative
• Crypto & Blockchain
• Case Studies
• Press & Media
• Write for Single Grain
• General Inquiries
• Leveling Up Podcast
• Marketing School Podcast
• Executive Mastermind

Boost Your Credibility

What Is an Advertising Agency Case Study?

1) single grain’s nextiva case study.

• 2) Halo Waypoint’s Gears of War Gaming Case Study
• 3) Single Grain's Twenty20 Case Study

4) Infidigit’s Myntra SEO Case Study

5) inflow’s facebook advertising paid ads case study, benefits of advertising agency case studies, what to include in creative agency case studies, how to prepare your creative agency case study, last word on the advertising agency case study, case studies: how successful advertising agencies win clients.

Updated July 2024.

Is your ad agency struggling to get leads? Advertising agency case studies are an excellent way to demonstrate your best work to prospective clients to generate more consultation requests.

Case studies not only demonstrate your expertise as an agency, but also provide potential clients with helpful details about what they can expect from working with your company.

In this article, we will explore what an advertising agency case study is, why it’s important and how you can create one that effectively communicates your agency’s value and expertise.

TABLE OF CONTENTS:

2) halo waypoint’s gears of war  gaming case study, 3) single grain’s twenty20 case study.

A marketing agency case study is a detailed analysis of an advertising campaign that an agency has developed and executed for a client. It typically includes information on the client’s business, goals, and challenges, as well as the agency’s creative approach.

The case study may also discuss the challenges that the agency faced during the campaign and how they overcame them. They can provide valuable insights into the agency’s process and approach, as well as demonstrate the agency’s ability to deliver results for clients.

Advertising case studies are instrumental in your marketing kit, on your websites, and for the sales team when they meet prospective clients.

5 Best Examples of an Advertising Agency Case Study That Rocked It

There are many great ad agency case study examples that showcase the effectiveness of different marketing campaigns, such as PPC ad strategies or content marketing strategies . Here are the best ad agency case study examples:

Nextiva provides robust IT solutions for businesses of all sizes. And though they were attracting leads, they wanted to optimize their ads for greater ROI — decreasing ad spend  while generating more qualified leads. They came to us at Single Grain for help with their social advertising.

Here are the strategies that Single Grain  implemented:

• Worked with Nextiva to determine what lead would provide optimal down-funnel performance
• Identified the most cost-efficient audience segments
• Created messaging and design specifically to appeal to the target audience
• Used their “best of test” methodology for optimizing Google Ads

With the help of our paid advertising agency , Nextiva was able to reduce their cost per lead by 41.37% year over year on Google Ads.

For CEO  Eric Siu , the pursuit of innovation is relentless. We’re continually exploring new frontiers in lead gen and other marketing strategies to ensure that what works wonders for us also delivers exceptional results for our clients.

Here he discusses how newsletters are awesome if you want to have an ‘owned’ audience and they’re great for driving paid ads to:

Sure, newsletters can be great if you are looking to sell ads. Plenty of examples with Morning Brew, The Hustle, etc. Sure they sold for ~$75M and ~$20M respectively but… Most people aren’t going to have the volume that they have in terms of subscribers. Here’s a different… — ericosiu (@ericosiu) November 26, 2023

Key takeaways:

• The portfolio presented the results in big fonts to make it easier for potential customers to read the achievements. Plus, the significant growth numbers were highlighted in bold for an easier understanding.

• Single Grain kept a minimalistic logo and a bolded headline that focused on the results.

Just want someone to do all the hard work for you? Single Grain’s advertising experts  can help.👇

Microsoft Game Studios hired Amp Agency  to develop and execute a digital marketing strategy for the launch of Halo 5: Guardians.

Amp Agency had a goal to prevent gaming enthusiasts from defecting to other competitors and engage them in playing Halo and Gears of War longer. Here are the strategies that Amp Agency used in the case study:

• Dedicated Website:  Amp created a new website specifically for Halo 5: Guardians , which was a hub for all of the game’s marketing materials. The website featured trailers, screenshots, other promotional content and links to pre-order the game.
• Social Media Campaigns: Amp Agency next ran several campaigns to build excitement around the game’s release. These campaigns included Twitter sweepstakes, where fans could win prizes by tweeting about the game; and a Facebook poll, where fans could vote on their favorite Halo character.
• Influencer Marketing:  Amp partnered with popular YouTubers and Twitch streamers to promote Halo 5: Guardians  to their audiences. The influencers  created gameplay videos and other content showcasing the game’s features and encouraged their followers to pre-order it.

The game sold over five million copies in its first three months, generating over $400 million in revenue. The social media campaigns created by Amp Agency were particularly successful, with the Twitter sweepstakes generating over 100,000 entries and the Facebook poll receiving over one million votes.

• The customer story insights featured the main product in the background to help readers understand the client’s product in great detail.

• The case study included stunning images, screenshots and graphics throughout the content for easier understanding of how the campaign was implemented.

Twenty20 disrupted the crowded stock visual media space with a major twist on a tried-and-true mode. They hired Single Grain to focus on the pillars that truly differentiate them from their competitors. Single Grain designed a powerful marketing process, including a robust content marketing strategy.

With the help of Single Grain, Twenty20 received more traffic volume  with the same consistency in revenue per session. They also witnessed an exponential growth in free trial volume with a significant reduction in their advertising cost.

• They added a video in the case study featuring Micah Cohen of Twenty20, who shared his opinions on the great work done by the Single Grain’s team.

• They also shared numbers and stats that emphasized the importance of the digital marketing service that Single Grain offered.

• The case study also featured a prominent CTA button for increasing the conversion rates.

The Infidigit SEO case study  for the Indian e-commerce store Myntra is another great example of an SEO campaign case study. By conducting comprehensive SEO audits and implementing SEO strategies at scale, Infidigit helped Myntra achieve a 187% increase in organic revenue and a 150% increase in organic visits.

• The case study website features a hero image with a smiling face, which is known to increase conversion rates.

• They effectively added internal links to other case studies from the right sidebar to lower the bounce rate of the page and to drive people to more pages on the site for maximum conversions.

• They added exact screenshots of the target keyword and the SERPs, which displayed the keyword ranking at the top of the organic search.

• They used bright orange-red as the CTA button color in a bid to attract more clicks.

Dive Deeper: We Refreshed 15 Posts on 3 SaaS Blogs – And Increased Organic Traffic on All

B2C brand Seltzer Goods approached Inflow  to market their service. Inflow used Facebook  as an advertising investment channel to promote their service. With intelligent ad targeting, the brand was able to acquire a 9.68x return on ad spend and a 785% increase in monthly revenue. Moreover, they achieved a $4.87 cost per customer acquisition, which was exceptional.

• They published the case study as a blog post, which helped to attract social shares.

• The post is comprehensive and explains the entire strategy and technology that they used to attract potential prospects and scale the brand’s growth. They leveraged data at every point to make it easier for the readers to understand how their campaign worked.
• They added actual ad creative screenshots to tell readers exactly how they used the branding and logo to engage the customers.

Inspired by these case studies but just don’t have the time to create a killer ad campaign? Single Grain’s advertising experts can help!👇

Case studies are vital in building your brand trust, as customers nowadays want to know about the first-hand experience of your services before hiring you. Here are the top benefits of ad agency case studies.

Assists the Sales Team

Case studies on the website are a significant help for the sales team as they can offer your business services to clients without great effort. There’s nothing like seeing the results of an ad campaign on paper, a document that prospects can read over and over again. Once the customer is satisfied with the case studies, it becomes easier for the sales team to close the deal, significantly enhancing your business productivity.

Showcases Proven Results and ROI

In the world of marketing and advertising, clients are inherently results-oriented, and they want to see tangible evidence that their investment is paying off. Case studies provide precisely that: They are data-driven examples showing improved ROI .

By presenting real-world examples of successful campaigns — complete with quantifiable data on increased leads, conversions, or revenue — you’re no longer simply telling clients what you can do … you’re showing them. When a client can see the concrete impact of your work, they can more easily envision the benefits for their own business.

Builds Trust and Credibility With Potential Clients

In today’s ultra-competitive market, few things make a bigger impact on your ability to land new clients than trust. Remember, it isn’t just money you’re asking clients to hand over — it’s the very reputation of their company itself.

A few well-crafted case studies can go a long way in instilling potential clients with the confidence that their reputation is in safe hands. Meanwhile, being able to show genuine results with genuine clients also helps clients trust that you’re legitimate.

Enhances Brand Reputation and Authority

Sticking with the subject of reputation for a moment, the best case studies can play a crucial role in bolstering your own credibility and establishing authority in your field.

In a marketplace saturated with choices, a strong brand reputation is an invaluable asset. Not only is it useful for influencing a would-be client, but it can also make other companies in your industry sit up and take note, opening new doors for collaboration, rewards, and peer recognition.

Provides Insights Into the Agency’s Problem-Solving Abilities

Those campaigns that may throw you a curveball or put up unforeseen obstacles can provide just as much good material for a compelling case study as those where everything runs smoothly. At least they do as long as your agency rises to the occasion.

Highlighting your ability to navigate challenges and still deliver effective solutions, a case study can serve to showcase your creativity, strategic thinking, and ability to adapt. Ultimately, this can further reinforce that all-important sense of client trust, resulting in more leads and happy, long-term clients .

Acts as a Valuable Tool for Internal Training and Onboarding

Beyond their external benefits, your advertising agency case study examples provide a real-world, documented playbook that can be used to train new hires and continually educate existing team members.

Ultimately, this helps new employees to quickly grasp your agency’s approach and methodologies, while also ensuring that long-tenured members of your team stay on top of current best practices, successful strategies and how your company capitalizes on evolving trends .

Attracts Potential Talent by Showcasing the Agency’s Impactful Work

Going public with your case studies spreads the word about your agency’s creativity, effectiveness, and innovation, helping you to catch the attention of top marketing and advertising talent.

Advertising professionals are drawn to agencies that can demonstrate not only a proven track record, but also a creative vision that aligns with their own. So, when you showcase that through a case study, you’re ultimately taking steps toward assembling an elite force of creative and skilled individuals who are motivated by the prospect of contributing to impactful projects.

Facilitates a Better Understanding of Market Trends and Client Needs

Case studies serve as more than just success stories; they also provide a valuable window into emerging market trends and the evolving needs of clients.

By examining the data and results showcased in case studies, you can identify patterns, emerging trends and shifts in consumer behavior, all of which help your team take a proactive approach to staying ahead of the game in an ever-changing market.

Serves as a Reference Point for Future Campaigns and Strategies

Case studies provide a documented record of what worked and what didn’t in previous campaigns, serving as data points and a valuable resource for advertising strategists and creatives alike. Using an advertising case study as a learning tool can help you identify which strategies and techniques to deploy in future and which mistakes to avoid at all costs.

Dive Deeper: * 9 Examples of Storytelling Marketing to Inspire Your Next Campaign * The Complete Guide to Brand Building (Must-Read for Digital Marketers) * How to Conduct Smart Competitor Research for Better Customer Acquisition

Here are the key elements to include in your case studies to persuade your potential customers to choose your brand over others.

• Title: Begin with a strong yet concise and results-orientated title that outlines what you did and who you did it for. The goal here is to captivate your audience and compel them to dive into your case study. So, think about who you’re trying to attract with this work and what would appeal to them.
• Client Overview: Provide a brief introduction to the client, including their industry, size, and any relevant background information. This is crucial as it helps potential clients see themselves in your past clients, making it easier for them to relate to the story being told and recognize your company as the right fit for their specific needs and challenges.
• Challenge: Next, explain the specific problem that your client faced. This sets the stage for the reader to not only understand the onset of the case study, but also further helps a potential client to empathize with the issues they’re currently up against in their own business.
• Objectives: Here, you need to be talking about the client’s desired results. Why did they hire your services? What goals and outcomes did they want to achieve? What were their expectations and how did you plan to meet them?
• Strategy:  Once tasked with your objective, your next task is to devise a strategy to achieve it. You can use this next part of your case study to describe precisely what that was, detailing the creative and tactical steps you planned to take to overcome obstacles and achieve results.
• Execution: The execution portion of your case study should provide a step-by-step account of how your agency executed the campaign. Be sure to include details about any challenging circumstances you encountered and how you overcame them, along with the reasoning behind your methodology.
• Results:  Results are what matter most to clients, so it’s important to get this step right. Present the quantifiable results of your campaign using accurate, verifiable figures to detail how the campaign performed against your KPIs.
• Testimonials: By now, you’ve talked a lot about your company and what you did, but readers are yet to hear from your clients. Address this by including feedback from the client on their experience of working with you. An authentic testimonial can provide a huge boon to your agency’s credibility and could well be the factor that seals the deal with a potential new client.
• Lessons Learned: As you begin to wrap things up, take some time to reflect on the challenges faced during the campaign and the lessons that you and your team learned, noting how it improved the way you provide your company’s services and made you a better agency that is well equipped to meet the needs of new clients.
• Visuals: As with any kind of content marketing, visuals such as images, infographics, charts, and videos help to break up the content and make it easier to digest, while also reinforcing the important messages running throughout your case study.
• Internal Links: As you work your way through your case study, pay attention to opportunities to link to other work on your website. Not only does internal linking help boost your website traffic, it also gives you an ideal way to provide further evidence of your experience and expertise.
• Call to Action: If the whole point of your case study is to serve as a compelling lead magnet, it makes sense that you’ll need to end it with an equally compelling CTA that encourages readers to follow up by getting in touch with you for a free consultation.

More Posts About Case Studies: * 4 Facebook Ads E-commerce Case Studies that Increased ROAS * 7 Amazon Advertising Case Studies that Showcase Top Strategies * Best Programmatic Advertising Case Studies for Exceptional ROAS

Creative agency case studies are instrumental in enhancing sales and maximizing conversion rates. They efficiently provide readers with real-life examples of how your agency helps clients achieve their business goals.

Here are the steps to create an exceptional case study for your business:

• Identify a Successful Campaign or Project: The first step in creating a compelling case study is to identify a successful project where your agency could showcase its expertise. The project should showcase your agency’s creativity, problem-solving abilities, and results achieved for the client (the more impressive, the better).
• Obtain Client Permission to Feature Their Case: Some campaigns immediately stand out as being ideal for a case study, but you’ll need to achieve the client’s consent before you can begin bragging about the amazing work you did for them. Make your request clear and concise, explaining the benefits of featuring their company in your case study while also addressing any concerns they may have with regard to confidentiality and branding.
• Define the Main Challenge or Problem Faced by the Client: A good case study should read like a story , and for any story to be truly gripping, its protagonists (in this instance, your agency and the company you worked for) need a challenge to overcome. So, use this opportunity to detail what that challenge was and why your client chose you to overcome it.
• Outline the Objectives Set for the Campaign: Here, consider the goals and metrics your clients wanted you to focus on. What outcomes were they looking for? What specific requirements did they provide you with that made this campaign particularly interesting or unique?
• Describe the Strategy Developed to Address the Challenge:  At this stage, saying “So, we devised a strategy to achieve that objective” isn’t going to cut it. Be specific in describing the strategy you devised, the reasoning behind key decisions and creative ideas, and why you believed this to be the best approach for the brands you work with.
• Detail the Execution of the Campaign or Project: Providing as much value as you can about the actions you took to execute a campaign gives readers an insight into the way you work, helping them to understand if your agency is a good fit for them while also demonstrating your ability to overcome challenges.
• Gather and Analyze Results and Outcomes: Collect as much data as possible about the project, including the client’s brief, your agency’s strategy and approach, the creative process, and the results. Speak to both your client and employees involved in the project to gather their insights and feedback.
• Collect Testimonials or Feedback From the Client: Strong testimonials serve as solid, first-hand validation of your agency’s ability and a reflection on what it’s like to work with you from the client’s perspective, both of which make a big difference when it comes to converting case study readers into qualified leads.
• Highlight Your Unique Selling Points: In your case study, you should highlight your agency’s unique selling points and what sets you apart from competitors. Focus on the specific strengths demonstrated in the project, such as your creativity, strategic thinking, or ability to deliver results.
• Incorporate Relevant Visuals and Graphics: Eye-catching visuals not only make your case study more attractive and easier to read, but they can also illustrate key points and help you put your campaign results front and center.
• Write and Structure the Case Study Content: A well-structured case study should include the following sections: introduction, problem statement, strategy and approach, creative process, results achieved, and conclusion. Use a clear and concise writing style, and make sure to include visuals such as images, graphics, or videos to support your story.
• Review and Edit for Clarity and Accuracy: By now, you’ve invested a lot of time and energy in creating your case study, so the last thing you want is for all that hard work to be wasted due to a few overlooked mistakes that threaten to tarnish your reputation. Reviewing and editing the case study for clarity and accuracy ensures that the content is concise, error-free and easy for readers to comprehend.
• Publish and Promote the Case Study on Relevant Platforms : Once your ad agency case study is live on your website, your next task is to identify the most effective channels to get it in front of your target audience. Whether that’s social media, your email list, or a blog post, the more you can do to maximize the reach of your case study, the more potential clients you can reach and the more likely you are to get the leads, website traffic, or brand recognition you were hoping for.

Learn how to write a case study with this detailed guide: How to Write a Case Study that Converts Prospective Buyers into Customers

To produce a successful creative agency case study, it’s important to focus on the key elements that will make it engaging and informative. This includes providing a clear overview of the client and the challenges they faced, outlining your thought-process tactics and presenting your results in a compelling way. Most importantly, don’t just present dry facts and numbers; tell the client’s story .

If you’re ready to level up your business with ads that convert with the best ROAS, Single Grain’s advertising experts  can help.👇

Advertising agency case study faqs.

Here are the steps involved in writing a case study for a marketing agency:

• Choose a client and a project.
• Collect information about the project.
• Create a structure for the case study.
• Write the case study, emphasizing your company’s strengths and expertise.
• Include quotes from the client to highlight their satisfaction.
• Edit and proofread the case study thoroughly.
• Publish and promote the case study to illustrate the company’s expertise.
• Tailor the case study to your target audience, using visuals and language that resonate with them.

An exceptional case study that refers customers and generates more leads includes:

• A brief introduction
• Strategies used in the case study

To choose the right advertising agency for your business, consider the agency’s experience, expertise, track record and client portfolio. Look for an advertising company with experience in your field that can demonstrate its ability to deliver results.

Working with an advertising agency can offer several benefits, including access to expertise and resources that may need to be available in house, the ability to develop and execute effective marketing campaigns, and the potential to save time and money by outsourcing marketing functions.

Case studies can come in various forms across different fields, each providing an in-depth analysis of a specific instance, event, individual, group, or organization. Here are some examples:

• A study of how a small company successfully entered a competitive market using innovative marketing strategies.
• An analysis of a major corporation’s turnaround from financial struggles to profitability, highlighting the management and operational changes made.
• Detailed documentation of a patient’s rare medical condition, treatment plan, and outcomes to contribute to medical knowledge.
• An examination of a public health intervention in a community that led to significant changes in health behaviors.
• A study of an individual’s unique behavioral or mental health condition, providing insights into psychological theories or disorders.
• An analysis of social dynamics within a specific community following a major event or change.
• A case study on the implementation and impact of a new teaching method or educational technology in a classroom or school.
• An investigation into the long-term effects of early childhood education programs in different socio-economic groups.

Get Your Free 2024 Growth Guide with Our Newsletter, Leveling Up

Subscribe to Leveling Up and receive a free 2024 Growth Guide in your inbox. These emails are brimming with marketing strategies that are working right now and must-have resources. Join our community of 15,000+ subscribers, including professionals from Amazon, Google, and Samsung.

IN Advertising 10 Best Black Friday Marketing Strategies for 2024 Success BY Sam Pak Boost your Black Friday marketing in 2024 with these top 10 strategies to maximize sales and stand out in the advertising fray. Read Article

IN Advertising The Impact of Political Advertising on Digital Marketing BY Sam Pak Discover how political advertising has been driving up ad costs, making it challenging for non-political advertisers to compete. Read Article

IN Advertising The Future of Search Advertising in 2024: A Shifting Landscape BY Eric Siu Discover key strategies for search advertising success and learn how to adapt your campaigns for the next generation of search with AI integration and multi-platform approaches. Read Article

Craft Compelling Case Studies for Conversions

Receive tailored insights from our expert team to meet your needs.

Get Free Instant Access

8 Effective Online Marketing Tactics

That Have Generated 1,545%+ ROI for our Customers (and You Can Easily Use)

We hate SPAM and promise to keep your email address safe.

Fill out the form below to receive personalized insights from our expert team.

“We can count on them to bring new ideas to the table consistently”

Jacqueline Foster , Demand Generation Marketing, Lever.co

Get The Latest Customer Acquisition Strategies

Get the latest customer acquisition strategies from the best companies

Which would you like to learn more about? (Check all that apply)

Are you looking for slow growth or fast growth?

“Single Grain enables us to increase our impact without increasing our headcount”

Kim Cooper , Director of Marketing, Amazon Alexa

Do you have the infrastructure to take on 2x, 5x, 10x scale?

“They act like an extension of our team, proactively fixing issues as they arise”

Samantha Goldman , Sr. Director of Marketing, CastLightHealth

How much are you spending on marketing per month right now?

“Their expertise has helped Nextiva grow its brand and overall business”

Yaniv Masjedi , CMO, Nextiva

16 B2B Marketing Case Studies [Updated 2024]

Insights from industry professionals, founders, CEOs, and marketing managers

Explore 16 real-life B2B Marketing case studies.

We gathered insights from founders, CEOs, and marketing managers.

Discover practical strategies beyond traditional advertising and paid media. Rather than reinventing the wheel, learn from the experiences of industry professionals.

See how these experts leveraged user reviews in Online Reputation Management (ORM) and adopted account-based marketing approaches.

Find inspiration for your own B2B marketing campaigns.

3 Article Highlights

• 16 B2B marketing case studies
• B2B case studies from founders, CEOs, and marketing managers
• Use cases from real-life companies

Table of Contents

B2B Marketing Case Study Overview

B2b content marketing use cases, strategic branding and positioning use cases, b2b marketing strategy use cases, digital and online b2b marketing use cases, offline b2b marketing use cases.

Subscribe and Learn B2B Marketing.

Learn from 16 Real-Life Use Cases

Creative Social Media Campaign Boosts Sales

Content marketing and seo strategy, embrace content marketing, leverage user reviews in orm, become a data source for industry, host thought leadership webinars, utilize brand ambassadors, forge strategic partnerships, utilize review sites, account-based marketing approach, integrate online and offline marketing, linkedin business page, collaborate with industry influencers, leverage linkedin for organic growth, harness social media power, trade shows and channel partnerships, gira use case, samson ag use case, implementing marketing automation what a ride.

Creative and Oustanding Content Marketing

Chapter Overview

Social-media campaigns should sometimes be more creative than purely emotional. This B2B Marketing Case Study shows the campaign launched, highlighting the 2D floor plan, 3D video walkthrough render, and 3D floor plan in a Barbie theme promoted the new 3D products launch much better than any generic posts.

The timing was crucial, as the interest and popularity of Barbie and pink peaked in July and August at the highest rates, resulting in significantly more orders. Having a team to execute bolder ideas can help stand out online from the competition. Be bold and audacious, even if it means using branded memes. Branding is everything, and being shy is not the way to conquer the US.

Link to the campaign:

By loading the video, you agree to YouTube's privacy policy. Learn more

Always unblock YouTube

Anastasia Corjan , Senior Marketing Manager, CubiCasa

An impactful B2B marketing case study that steps beyond traditional advertising is the use of content marketing infused with SEO and thought leadership. This approach is crucial for growing brand awareness and generating leads for a company like ours, which specializes in fulfillment and logistics services.

Rush Order capitalizes on creating meaningful, SEO-driven content, including in-depth blog articles, white papers, toolkits, case studies, and guides, providing actionable insights into order fulfillment’s intricacies for potential clients.

This strategy drives organic traffic to our site and cultivates higher levels of engagement, ultimately building a community and a sense of trust around our brand. It’s a testament to the power and longevity of content marketing and thought leadership in B2B marketing. It demonstrates that significant growth and a strong brand reputation can be achieved without primary reliance on paid advertising.

Dana Madlem , Vice President, Services, Rush Order

Content marketing is a prime B2B marketing case study of an effective digital B2B marketing approach that doesn’t rely on advertising or paid media. By creating valuable and informative content, businesses can attract and engage potential customers while also establishing themselves as thought leaders in their industry.

This can include creating blog posts, e-books, webinars, and other types of content that provide useful insights and solutions to common industry problems. By making this content easily accessible and shareable, businesses can increase their brand awareness and establish trust with potential customers.

Additionally, optimizing this content for search engines allows businesses to attract more inbound traffic and generate more leads.

Georgi Todorov , Founder, ThriveMyWay

One of the best use cases for digital B2B marketing is Online Reputation Management (ORM), specifically through the utilization of user reviews. ORM involves monitoring, influencing, and improving how a business is perceived online. User reviews play an integral role in this strategy.

In a B2B context, businesses often check reviews and testimonials of other companies before choosing to collaborate or purchase. Therefore, encouraging satisfied customers to share their positive experiences online can significantly enhance a company’s reputation. This can be done through emails after service delivery, prompting for reviews on the company’s website, or on relevant B2B review platforms like G2 or Trustpilot.

Joe Kevens , Founder and Director of Demand Gen, B2B SaaS Reviews

Use B2B Marketing for Thought Leadership, Branding and Strategic Positioning

For me, becoming a source of data points and information for industry publishers and journalists to utilize is often an incredibly overlooked strategy, especially in B2B markets.

You can get organic traffic and backlinks via publication references when creating stats and data points relevant to a given industry. This approach to content can provide passive link-building assets for your site over time.

Ashley Woodyatt , Marketing Manager, Woodyatt Curtains

One of our best digital B2B marketing case study is hosting thought leadership webinars. By organizing webinars featuring industry experts and thought leaders, we provide valuable insights and share expertise with our target B2B audience. These webinars position our company as a trusted authority in the B2B space, allowing us to build credibility and establish relationships with potential clients.

The webinars offer an interactive platform where participants can engage with the experts, ask questions, and gain valuable knowledge specific to their industry. The webinar format allows us to showcase our industry expertise, share relevant content, and address the pain points and challenges our target audience faces. It’s an effective way to generate leads, nurture relationships, and establish our brand as a go-to resource in the B2B sector.

Roy Lau , Co-founder, 28 Mortgage

Brand ambassadors are a major trend in helping small businesses increase brand awareness. This is an opportunity for influencers or loyal customers to rave about their favorite products online. As word-of-mouth marketing is one of the most successful strategies, it can help a small business improve its digital presence and connect with consumers worldwide.

Maegan Griffin , Founder, CEO, and Nurse Practitioner, Skin Pharm

Think and Act Strategically

One effective way to implement digital B2B marketing apart from ads is through content marketing and strategic partnerships. I have personally utilized this approach within my organization by creating valuable content that addresses the needs of my target audience. This includes social media posts, podcasts , videos, and blog articles that provide useful information and address SEO concerns.

To further improve our content’s caliber, I collaborated with B2B industry leaders such as CEOs and subject matter experts. This resulted in a successful video series highlighting our top B2B SEO strategies, featuring practical advice, real-life examples, and even heated debates. As a result, we generated a wealth of information that created a buzz throughout the entire B2B community.

Best of all, this strategy did not require any advertising expenses. Instead, it was all about producing high-quality content and establishing meaningful partnerships.

Maria Harutyunyan , Co-founder, Loopex Digital

A simple, yet effective B2B Marketing Case Study covers review sites like G2, Capterra, and Sourceforge have played critical roles in our marketing strategy. Our business is B2B software, and these sites are where knowledgeable buyers congregate. The specific review site will differ per industry, but the principle stays the same. Buyers want to see credible feedback from other buyers.

Trevor Ewen , COO, QBench

One of our top digital B2B Marketing case study is account-based marketing (ABM). By tailoring our marketing efforts to specific target accounts, we personalize content and messaging to address each account’s unique needs and pain points.

This approach allows us to create highly relevant and customized experiences for our B2B prospects, increasing engagement and building stronger relationships. With ABM, we focus on delivering value and solving the specific challenges of our target accounts, which leads to more meaningful interactions, higher conversion rates, and, ultimately, stronger business partnerships.

Jason Cheung , Operations Manager, Credit KO

Integrating online and offline marketing is the best digital B2B marketing case study. This is because you can make more informed marketing decisions using the same. Customers can consume information whenever they want and buy products wherever they want. Digital platforms make it easy for customers to purchase products in a few seconds.

If they want, they can go to your offline store and also buy from there. They can check the availability of products as well on the offline store. Many businesses follow this process but do not advertise for it. However, they must ensure their online and offline marketing strategies cater to customers’ wants and needs.

Many businesses don’t bother about advertising their offline stores. They follow offline marketing strategies for the same. But you can integrate both ways to sell products and increase sales exponentially.

Saikat Ghosh , Associate Director of HR and Business, Technource

Tactics and Strategies to Win Online

LinkedIn Company pages are dead. Unless you write it like a landing page.

The Penfriend.ai LinkedIn landing page example showcases how great copywriting breaks through the noise on LinkedIn.

Inge Von Aulock , CEO Top Apps, says: We launched the MVP for Penfriend.ai on December 1, 2023, with a waitlist. Here are the stats we they gathered:

• Waitlist Duration: 28 days
• Emails Sent: 13 emails, average 62% open rate, 12.7% click-through rate (CTR)
• Conversion to Users: 25.6%
• Conversion to Paid Users: 25.2%

Here’s the full story on how they did it:

Penfriend LinkedIn Page © Penfriend

One of our best and unique B2B marketing use cases involved leveraging industry influencers. We collaborated with respected experts, co-created content, hosted joint events/webinars, and gained endorsements through their social platforms. This extended our reach, built credibility, and connected with our target audience authentically without relying on traditional advertising or paid media.

Through our partnership with industry influencers, we were able to tap into their established networks, which exposed us to a wider audience of potential customers. The influencer’s endorsement acted as a powerful social proof, boosting trust and accelerating the decision-making process for prospects.

By engaging in meaningful collaborations with influencers, we increased brand awareness and fostered long-term relationships that resulted in ongoing support and mutual growth. This unique approach allowed us to stand out in the B2B market and achieve remarkable results.

Casey Preston , CRO and Founder, Stratosphere

Creating organic content on your personal LinkedIn page is a great way to grow a B2B presence and hence a top B2B marketing case study. Many businesses underestimate the reach that a successful LinkedIn post can have. With consistency, you can easily garner thousands of extra views on your posts and profile each week without spending a dime.

The more reactions and comments a post receives, the greater the chance of your post reaching other people’s feeds. That can subconsciously lead to networking opportunities if you see someone commenting that can bring value to your company.

Lastly, as your LinkedIn posts gain more traction, there are higher possibilities of finding other businesses that can assist with your weak points and possibly be the start of a symbiotic B2B relationship.

Having a company page on LinkedIn is great, but remember the fruitful strategy of developing organic content and growing your personal brand.

Matt Parkin , Founder, Mornings With Matt Consulting

Social media platforms have become essential for B2B marketers to engage with their target audience and build brand awareness. One digital B2B marketing use case is leveraging social media to create an active online presence, share valuable content, and build relationships with prospects and customers.

According to a recent study, 73% of B2B marketers use social media as a primary channel for content marketing. For instance, a technology company, Cisco, uses LinkedIn to share thought leadership articles and engage with its target audience. This strategy has helped Cisco generate leads and increase website traffic, resulting in a 4x increase in revenue.

Social media platforms also offer various features, such as groups, polls, and live streaming, which provide opportunities for B2B marketers to interact with their target audience and create personalized experiences.

Himanshu Sharma , CEO and Founder, Academy of Digital Marketing

Classic, above the line, B2B Marketing

As a startup operator, founder, and advisor, I’ve had my fair share of B2B marketing experiences. One of the best non-advertising strategies changes depending on your product or service.

For enterprise solutions, trade shows are invaluable. Especially niche ones with high ticket prices, attended by senior executives and industry thought leaders. These venues foster personal relationships, which is critical when selling high-ticket or innovative solutions.

For small to mid-ticket transactions, channel partnerships work wonders. They build trust, key for purchase decisions, while keeping customer acquisition costs manageable.

Regardless of your offering, content that showcases your expertise is always beneficial. Write valuable insights and distribute them freely across your social handles, trade shows, etc. Avoid requiring email capture to access this content; senior leaders dislike unsolicited follow-ups after downloading a free resource.

Rafael Sarim Özdemir , Founder and CEO, Zendog Labs

Stephan Wenger

B2B Marketing Expert, Editor and Marketing Management Consultant

Stephan Wenger is a seasoned B2B Marketing Expert with more than 10 years of experience in leading global companies. His extensive expertise lies in the realms of B2B online marketing, content marketing, strategic marketing, and driving synergy between sales and marketing, including effective lead management.

Leave A Comment Cancel reply

Save my name, email, and website in this browser for the next time I comment.

You May Like the Following Articles

How to Skyrocket your LinkedIn Community Engagement with external Allies. This is a story about building lasting communities through Strategic Partnerships

The Samson AG Use Case: Energizing LinkedIn to Elevate Energy Executives. This is a story about Unveiling Executive Brilliance and Radiance in Trust-Centric B2B-Marketing.

Introducing Marketing Automation to Canon Austria was a big change: a roller coaster ride of emotions. In this article, learn about an exciting, stirring, and eye-opening journey in 6 phases.

B2B Marketing World

This blog gives insights, ideas, definitions and proven strategies for modern Business-to-Business Marketing. B2B marketing describes all activities a company does to market a product or service to another company.

Latest Blog Articles

All B2B Marketing Articles

B2B Marketing Definitions

Examples of B2B Marketing

B2B Marketing Strategy

B2B Digital Marketing

B2B Marketing Management

Privacy Policy & Imprint

Lead Management Maturity Model

E-Book Series

B2B Marketing Books

Copyright 2021-2024 | Stephan Wenger | Graz, Austria | [email protected] | All Rights Reserved | Privacy Policy & Imprint

WANT TO LEARN B2B MARKETING?

Sign up to our snackable Newsletter and learn B2B Marketing in 2 min read time . Not sure? Here's an Example .

I agree to my data being stored and used for sending this newsletter. I am able to opt-out at any time. Read Privacy Policy

Wordtracker

• How it works
• Wordtracker blog

Mobile marketing campaigns that worked (and what you can learn from them)

Mobile marketing is any activity that promotes products and services via mobile devices, such as tablets and smartphones. It is essential for any business that wants to stay relevant in today’s world. As of 2020, there are already 3.5 billion smartphone users globally. This is expected to grow to 3.8 billion in 2021:

Source: Statista Mobile marketing is a channel you cannot afford to ignore. But there is an art to doing it well. If you want to leave a long-lasting impression and grow conversions, you’ll need to get creative and wow your audience.

In this article, I’ll share several creative mobile marketing campaigns that hit exactly the right spot. Hopefully they’ll inspire you and spark some ideas for your own campaign. Let’s get started.

Domino’s Pizza’s Piece of the Pie Rewards

Source: Domino’s

In 2019, Domino’s launched its Piece of the Pie Rewards program ahead of the Super Bowl. The program ran from February to April, and allowed customers to earn points by scanning their pizzas using the Domino’s app.

Each pizza, even if not purchased from Domino’s, was worth ten points. Other purchases of Domino’s products were also worth points. To get a free medium two-topping Domino's pizza, all a user had to do was collect 60 points. Dennis Maloney , Domino’s’ Chief Digital Officer, said this was the first time the company had used AI technology in its advertising.

Domino’s launched this campaign at a time when Pizza Hut, its direct competitor, dominated the airwaves as the Super Bowl’s official sponsor. The stroke of genius? Even if a customer ordered from Pizza Hut, they could still use the app to gain points. This increased brand awareness and encouraged them to interact with Domino’s even as they were ordering from its competitor.

The success of this program hinged upon one universal truth: everyone wants free stuff, especially if it’s pizza. There were clear benefits to the consumer for joining the Domino’s Pizza reward program, with no risk. Once people were part of the reward program, Domino’s could market to these new users by email .

So if you’re starting a mobile marketing campaign, remember to give your customers something they really want. A points system is great because it encourages purchases while giving something back to the consumer. The trick is to create a low barrier to entry, high reward system.

Wendy’s Fortnite/Twitch stunt

Source: Medium

The key to a successful mobile marketing campaign is to pay attention to your audience’s interests and preferred platforms. This was exactly what Wendy’s did when it capitalized on the popularity of Twitch, a live-streaming service for gamers, and the popular game Fortnite.

The campaign started when the fast-food chain, which has a “no frozen beef” policy, joined in with a social media debate on which fictional Fortnite restaurant was better: Durr Burger or Pizza Pit. “We never joined #TeamBurger because Durr Burger is full of freezers and we don’t clown around with the frozen beef. So now we’ll officially declare #TeamPizza and start the real fight, the war on frozen beef,” Wendy’s said on Twitter.

That alone caused quite a stir, with over 1,000 people responding to the tweet. Amongst the responses was this one from DiGiorno, a North American frozen pizza brand:

Source: @Wendys on Twitter But Wendy’s did not stop there. The company created its own Twitch account and live-streamed a story about a red-headed Fortnite character - who happened to resemble the Wendy’s logo - ridding the world of Durr Burger’s restaurant.  The result? Hundreds of Fortnite players helped Wendy’s in its quest.

This stunt offers a great example of how to leverage trends to make your brand relevant. By combining skillful mobile marketing with the enormous popularity of Fortnite, Wendy’s created a hugely successful and memorable campaign. The lesson is clear: keep up with what’s current, and utilize it in your marketing.

Ford’s SMS text marketing campaign

Source: Tatango

In 2011, Ford Motor Company launched an SMS (text message) marketing campaign that resulted in an incredible 15.4% conversion rate .

The call-to-action, printed in newspapers, invited readers to send an SMS to receive more information about car financing options. Respondents were then asked to text the vehicle model they were interested in, their zip code, and their full name to be contacted by a local dealer.

Users had to complete the sequence because if they didn’t, they would receive the same reminder text until they either sent their details or opted out. This campaign was successful because Ford made the barrier to entry so low; what could be easier than sending a single text message?

Be strategic if you decide to use SMS, though. If you do it wrong, you could annoy your potential customer, which will have the opposite effect to the one you’re after. Make sure you give a clear and simple way to opt out.

Uniqlo’s Check-In Chance campaign

Source: Uniqlo

Japanese clothing company Uniqlo was about to launch its yearly sale in 2011 and decided to promote it using Facebook . At the time, Facebook was the most popular social media platform for the company’s young target audience.

The Uniqlo Check-In Chance campaign invited customers to “check in” on Facebook at any of Tokyo’s 62 Uniqlo stores during the sale. They would then be entered into a prize draw to win a 100 yen coupon.

The beauty of this campaign was in its simplicity, and it garnered an astounding 202,479 check-ins. The Uniqlo Facebook page netted 10,000 likes as a result of the campaign, and store footfall rose to record highs. In three days, Uniqlo sold over 10 billion Japanese yen (just under $93,000) worth of clothing.

The lesson? Keep it simple. In addition, offering an incentive such as entry into a prize draw never hurts if you’re trying to get customers to take action.

Burger King’s Burn That Ad

Source: Burger King

Augmented reality (AR) is a medium with tremendous potential for marketing campaigns. Last year, fast-food chain Burger King used AR to great effect in its Burn That Ad campaign.

The campaign, launched in Brazil, urged people to “burn” the ads of Burger King’s competitors using the AR feature in the company’s app. Once the ad “burned down,” the user could claim their prize: a free Whopper from the nearest Burger King restaurant.

While there are some ethical concerns with this campaign, it gets top marks for creativity. It played upon brand familiarity (Burger King’s famous flame-grill) and used it in a new and unexpected way.

The use of AR drove engagement, and the giveaway pulled people into Burger King’s restaurants (where many would buy fries or a Coke to go with that free Whopper). Not only that, but the mobile-based campaign was also used to introduce Burger King’s mobile order system to new users. All this in one clever campaign - you can’t get any more efficient and effective than that!

Don’t be afraid to utilize new technology in your ads, and to get creative to use it in unexpected ways.

Ogilvy Paris and Scrabble’s Free Wi-Fi Campaign

Source: Ogilvy

In 2013, Scrabble set up free Wi-Fi hotspots throughout Paris. With the help of advertising agency Ogilvy Paris, the company focused on putting the hotspots in areas where Wi-Fi connections were notoriously patchy.

The two companies then announced that the passwords to use these hotspots would be given to people who demonstrated their spelling abilities by playing Scrabble through the app.

All users had to do was connect to the Scrabble network. They would then be given seven random letters and tasked with creating a word. Their score was automatically converted into Wi-Fi minutes. Players who shared their word on Facebook could also double their score and their Wi-Fi minutes.

This campaign was built around the idea of playfully encouraging the use of correct spelling, at a time when “text speak” was in widespread use.

The results were astounding: in just two weeks, people played more than 6,000 words and the companies gave away more than 110,000 minutes of Wi-Fi. It was an incredibly successful way to promote the Scrabble brand by playing on its stated mission of “bringing letters and people together”.

Mobile marketing: unlocking powerful opportunities

These six examples only scratch the surface of mobile marketing and the wide variety of powerful opportunities it represents.

With mobile marketing, you have a world of tools and technologies at your fingertips to help you reach your audience. Aside from social media and SMS, there’s also augmented reality, artificial intelligence, games, live chat, live-streaming platforms, and more. The possibilities are endless if you apply a little creativity.

There are three characteristics of a successful mobile marketing campaign: measurability, customer insights, and innovation. In other words, you must have the means to measure the success of your campaign, know your customers , and think outside the box to create something that is truly original.

If you do these things, there’s no reason you can’t create the perfect mobile marketing campaign that will drive engagement, increase conversions, and drive your business forward.

If you want to learn more about CRO, check out Matt's article here on The Definitive Guide to Conversion Rate Optimization.

Share this article

Recent articles, august update: google’s danny sullivan says recovery is not guaranteed, ecommerce strategies, trends and best practice for holiday shopping 2024, google’s august 2024 core update rollout has now completed, ftc bans fake reviews and testimonials, google search ranking bug affecting large numbers of results.

ICHI x Bungie: Marketing Case Study

“Our campaign had to establish that Destiny was entering a new era, both in narrative and tone.”

ICHI, a Keywords Studio, partnered with Bungie to breathe new life into the Destiny franchise and inspire audiences old and new. The result? Universally acclaimed expansion campaigns and a franchise revitalised.

Read the full story here.

Contact Us Today

Get in touch with our service teams to imagine more for your IP.

Marketing Services

The power of partnership: our clients.