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How to Write a Case Study: 8 Steps for Writing a Case Study

Are you driving success for your clients and want to show prospects how you can help them grow, too? If so, case studies are a great way to show your clients’ experiences and how future clients can have a similar experience if they partner with your business. So, how do you write a case study, and what are some best practices for success? On this page, we’ll discuss what a case study is, how to write a business case study, and four tips for making yours impactful.

4 tips for creating a successful case study

Now that you know how to create a case study, it’s time to start writing it!

As you compose your study, keep these four tips for success in mind:

1. Tell the story from start to finish

A big part of writing a case study is learning how to write a business case study that tells a story. You want to tell a story that highlights your customer’s journey from start to finish.

When writing a case study, begin with the basics. Establish who the client is and what they do. You’ll also want to highlight their goals and what they aim to achieve with their products or services.

Next, talk about their problem. Discuss how the client ended up on a journey to look for your business. You’ll want to ask how they found your company.

Once you explain their problems, move into how they found you and how you helped solve their problem. This part is a great place to pull direct quotes from your client that highlight how you helped their business.

Finally, wrap up by discussing where that client and their business is now and how they’ve improved.

It’s essential to be thorough and not skip on the details. With all your case studies, you’ll want to tell your client’s story from start to finish to help your audience visualize themselves in those clients’ shoes.

2. Make information easy to read and understand

If you want to know how to write a case study successfully, focus on creating a case study that’s easy for your audience to understand. Your case study should be easy for your readers to read, skim, or watch.

For written case studies, focus on breaking information into smaller paragraphs.

Your paragraphs should be no more than three sentences. If you have paragraphs with six or seven sentences, you’re going to overwhelm your audience and deter them from reading your case study.

With video case studies, speak clearly and ensure that, if it’s an interview, your client speaks clearly as well. You can also add your subtitles and closed captions to ensure that people can follow the conversation if they can’t keep up with what people say in the video.

If you’re using an infographic, make sure it flows in the order of how you want people to see the information. You can use objects, like arrows, to guide people. Additionally, you’ll want to choose colors that make your infographic easy to look at and make text difficult to read.

When you create your business case study, focus on making it easy for your audience to digest. It will help your case study see more success.

3. Try different formats to see what engages your audience

A common misconception about case studies is that they must be written. While many people tend to write their case studies, you aren’t limited to that format. Videos and infographics are both great options for presenting case studies.

If you want to know how to write a successful case study, try different formats. Some formats will work better for your audience than others. Additionally, some case studies will fit better with certain formats than others.

Let’s go back to the example of being a company that sells software for organizing team tasks.

Your wedding planner client happily agrees to do a case study and share their experience.

The wedding planner is enthusiastic and loves your product. With someone who has a personality like that, it may be best to use video for your case study. That way, you can capture her enthusiasm and excitement.

Additionally, weddings are visual events. You can use clips of people setting up for a wedding to help capture the essence of the client’s work.

Remember, you don’t need to stay in one format! Choose your format based on your client, their business, and the type of content your audience engages with the most.

4. Prepare questions before your interview

Questions are a critical component in creating a case study. You want to ensure that you’re asking the right questions to allow clients to elaborate and provide you with enough information about your project.

If you want to build a solid case study structure, prepare questions before your interview. You don’t want to go into a case study interview without knowing what you want to ask. It will make you appear unprepared and won’t help you get valuable information.

Before interviewing your client, prepare at least four to five questions and one follow-up question for each.

Let’s use the wedding planner client as an example.

Here is a sample of the questions and follow-up questions to ask the client:

  • What does your business do? What are some of the challenges of running your business?
  • What problems led you to find a software like ours? How did those problems impact your company’s ability to operate?
  • How did you find our business? How did we stand out from the competition?
  • How did our software help solve your problem? What improvements did you notice with your team and business?

As you can see, these questions are thorough and allow the client to expand on their answers. The follow-up questions let you get more useful information, too, so you have plenty to work with for your case study.

By writing questions ahead of time, you’ll help create a case study structure that has tons of information for your audience and helps guide them through the client’s journey.

Start publishing compelling case studies today

If you don’t have the time to create compelling case studies, WebFX is here to help. We have a team of over 500 experts that will help you compose case studies that engage your audience and get them interested in your business. From video marketing to copywriting to infographic design services, we have everything you need to compose your perfect case study.

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