Business · November 13, 2022

How To Write A Compelling Business Case

How To Write A Compelling Business Case – Earning the trust of potential customers can be a struggle. Before you can even begin to expect to earn their business, you must demonstrate your ability to deliver on what your product or service promises. Sure, you can say you’re great at X or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof. One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most used type of content used by marketers. Below, I’ll walk you through what a case study is, how to prepare for writing it, what to include in it, and how it can be an effective tactic. To jump to different areas of this post, click the links below to auto-scroll. Case Study Definition Case Study Templates How to Write a Case Study How to Format a Case Study Company Case Study Examples Case Study Definition A case study is a specific challenge that a company has faced, and the solution they have chosen to solve it. Case studies can vary greatly in length and focus on different details related to the initial challenge and applied solution, and can be presented in different forms such as a video, white paper, post, etc. In professional settings, it is common for a case study to tell the story of a successful business partnership between a seller and a customer. Maybe the success you highlight is in the number of leads you generated, customers closed, or revenue gained. Each of these key performance indicators (KPIs) are examples of your company’s services in action. Done correctly, these examples of your work can chronicle the positive impact your business has had on existing or former customers and help you attract new clients. Case Study Templates To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business using free case study templates to create of your own. Free Templates Case Study Templates Tell us a little about yourself below to get access today: And to give you more options, we highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done. 1. General Case Study Template Starting off with a straightforward, generic template can be a great foundation for your case study. With this initial template, your company can elaborate on any solution offered to a satisfied customer—from their background, to what led them to do business with you, to the results they’ve seen. Along with the simplistic design of this template, each section is clearly distinguishable and outlines the type of information or direction to take to better tell you and your customer story. And for added benefit, when you download this template, you’ll find brackets for ideas and instructions to follow as you fill it out. Driven template is a great template to work with. It is structured to highlight the most notable performance metrics that a specific customer has seen with your product and/or service. As you work through this template, you’ll find similar directions and sections to the generic template—but with more striking visual cues for your customer’s success points to stand out. 3. Product Specific Case Study Template Do you have a specific product or service that you are trying to sell, but not enough reviews or success stories? This product specific case study template will help. This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. If you follow the template instructions, you will be asked to talk more about the benefits of the specific product, rather than your team’s process for working with the customer. 4. Bold Social Media Business Case Study Template You can find templates that represent different niches, industries, or strategies in which your company has found success – like a bold social media case study template. In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sales of your service. Customize it to reflect the different marketing channels used in your business and show how well your business was able to drive traffic, engagement, followers, and more. 5. Lead Generation Business Case Study Template It is important to note that not every case study has to be the product of a sales or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template. If you are looking to share operational successes regarding how your team has improved processes or content, you should include the stories of various team members involved, how the solution was found and how it made a difference in the work your company does. Now that we have discussed different templates and ideas for how to use them, let’s explain how to create your own case study with one. How to Write a Case Study Get Started with Case Study Templates. Determine the purpose of the case study. Set a case study medium. Find the right candidate for case study. Contact your candidate for permission to write about them. Make sure you have all the resources you need to continue once you receive a response. Download a case study email template. Define the process you want to follow with the customer. Make sure you ask the right questions. Layout your case study format. Publish and promote your case study. 1. Getting started with case study templates. Telling your customer’s story is a delicate process – you need to highlight their success while naturally incorporating your business into their story. If you’re just getting started with case studies, we recommend downloading HubSpot’s Case Study Templates that we mentioned earlier to kickstart the process. 2. Determine the purpose of the case study. All business case studies are designed to demonstrate the value of your services, but they can target several different customer goals. Your first step in writing a case study is to determine the purpose or goal of the topic at hand. In other words, what will the client have achieved at the end of the piece? The customer objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study. Your case study can focus on one of the following customer goals: Comply with government regulations Reduce operating costs Become profitable Generate more leads Close on more customers Generate more revenue Expand into a new market Become more sustainable or more energy efficient 3. Set a case study in medium. Next, you will determine the medium in which you will create the case study. In other words, how will you tell this story? Case studies don’t have to be simple, written one-pagers. By using different media in your case study, you can promote your latest piece on different channels. For example, while a written case study can simply live on your website and be featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel. Here are some different case study mediums to consider: Written Case Study Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then plug the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business. Video Case Study Plan about meeting with the client and shooting an interview. Seeing the subject, in person, talking about the service you provided them can go a long way in the eyes of your potential customers. Infographic Case Study Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress to the infographic, emphasize key KPIs using larger text and charts that show the successes your client has had since working with you. Podcast Case Study Podcasts are a platform for you to have an open conversation with your customer. This type of case study can sound more real and human to your audience – they will know that the partnership between you and your client was a real success. 4. Find the right case study candidate. Writing about your past projects requires more than choosing a client and telling a story. You need permission, quotes and a plan. To get started, here are a few things to look for in potential candidates. Product knowledge It helps to select a customer who is

How to write a compelling bio, how to write a compelling introduction paragraph, how to write a compelling short story, how to write a compelling novel, how to write a compelling executive summary, how to write a compelling personal statement, how to write a compelling blog post, how to write compelling copy, how to write a compelling resume, how to write a compelling story, how to write a compelling essay, how to write compelling content