A strong story is one of the best ways to sell your company, service or product. Also known as a “success story”, a case study is one of the simplest and most resonant techniques to build compelling storytelling content.

Case studies are 1-3 page stories of how one of your customers/clients found success with your product or service.

This type of content gives you an opportunity to showcase some lively, descriptive writing as part of your marketing collateral. You can also add SEO, promote the story with a press release, use it to pitch reporters, turn it into a webinar or sales deck and feature it in a brochure.

Why are case studies effective?

A good story draws people in, creates an emotional connection and entertains the reader. Of course, those are only three things a story is capable of. They’re crucial to the success of your marketing.

One of the most important things a case study can do for a marketing program is temporarily take the marketer to an outside perspective. Whenever I write a case study, I make it a priority to talk to the person the story is about, rather than the client the story is for. The interview and resulting copy offer a unique view into the benefits of your products or services.

Case studies:

• Engage customers/clients with a compelling story
• Inspire empathy from potential customers
• Illustrate how others applied your products/services
• Showcase endorsed validation that your product/service works.

Before you get started, consider the structure.

The typical case study format

Successful case studies vary in terms of how they approach the story. But the basic structure is the same. Even if you plan to create a sequential narrative, you’ll still need to follow the guidelines of strong case studies if you want it to land.

The basic case study structure consists of:

• Background: Here, you’ll explain who the customer is. This area should be short and sweet. Even a well-crafted boilerplate (if your client is into press releases) should suffice.

• Problem: In this section, you’ll want to detail exactly what caused the client to seek out your services in the first place. In most cases, it’s usually some sort of business problem. For consumer case studies (and some B2B), perhaps there was no problem. But there’s always a catalyst prior to your business building a relationship with the client. Detail the catalyst if it isn’t technically a “problem”.

• Solution: Now, it’s time for your brand to swoop in and save the day. If the previous section detailed a problem, how did you solve it? Be sure to dig deep. Ask the right questions to find the features or angles that offered the biggest impact for your client.

• Benefits: Finally, if you can find ways to quantify the benefits, you can detail them in the last section. Of course, it doesn’t hurt to sprinkle this section with qualifiable benefits as well. But make sure to tie in some hard metrics (even educated guesses) to create a basis in reality.

What else can you do to craft an effective case study?

Tips for creating case studies

Building a strong case study will take a bit of time and energy. Done often for a single client, you’ll get into a groove that’ll greatly speed up the process. (Writing case studies for ecommerce software provider 3dcart has become pretty formulaic for me.)

Here are a couple of bonus tips for writing case studies.

• Quote often: You’ve interviewed someone who gave you a glowing testimonial! Use that information so the audience knows this is coming from a valid source. (Hint: I usually craft quotes based on my notes and ask for permission from the client before the case study is published.)

• Find the angle: If you have a narrow audience, writing case studies can get stale. Spice things up a bit by focusing on a different angle every time you write a new one.

• Be descriptive: Get creative with it. Use saucier language and create a setting. Tell the story almost like you’re writing fiction.

• Ask and answer questions: Ask the reader a question about what will happen next. Answer the question in the next section. But be careful: this can get cheesy if you take the wrong approach.