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7 Case Study Video Examples [Updated 2023]

Case studies are a valuable in video marketing, social media marketing, and sales. They make your features and benefits more tangible for prospects. And they help viewers digest and remember key points.

The question is, what does a good case study video look like?

Below, we give you answers in the form of our favorite case studies. We cover video content from giants like Freshbooks as well as SMBs like Moovs. But first, let's talk about...

What is a Case Study Video?

A case study video is a piece of content that shows prospects how others are using - and succeeding with - a product. They usually feature some or all of the following...

• A customer story
• Testimonials
• Use cases, e.g. helping sales teams drive more revenue for Sendspark
• Stats and figures
• Before/after stories
• Benefit-driven narratives
• Problem resolution scenarios

Case studies can be used to sell to a potential customer, help retain current customers, and more. They are easy to use across all channels; social media, email marketing campaigns , etc.

5 Features of Successful Case Study Videos

Case study videos, including the 8 below, tend to have a few recurring features. These are...

• They’re customer-centric . A case study video isn’t really about your brand. It’s about your customer, their story, and how the product figures in that story. 
• They cover important information . Viewers retain 9.5x more information when viewing videos ( WordStream ). That’s why it’s important to address key points, yourself or through customers, with case study videos. 
• They are mobile-optimized . 75% of all videos views come from mobile devices ( eMarketer ). You need to avoid small type, distant shots, and overwhelming images where too much is happening all at once. Record desktop ; think mobile. 
• They’re big on emotions . 95% of communication comes from non-verbal cues. Customers’ gestures, facial expressions, body language and voice tone all have a huge impact ( Inc.com ). Use them!
• They’re engaging . Make things fun. Create an exciting narrative around the customer story. Go through slides or shots without stalling to avoid dragging out the video.

Now let's dive into the actual examples!

7 Case Study Video Examples

1. freshbooks case study (sarah).

Case Study Type: Testimonial

This is a short, benefit-driven testimonial video. It features Sarah: an SMB owner using Freshbooks for 2 years. 

Sarah explains how she benefits from using Freshbooks. For example, she... 

• Gets an extra 12 hours each week
• Always knows who owes her money
• Can use the app from her mobile phone

Any busy entrepreneur can relate to Sarah. She turns dry accounting software features into attractive benefits. Her messaging is a lot more persuasive than anything Freshbooks could tell you. 

The main takeaway is that testimonials from happy customers add a new dimension to case studies. And asking for them doesn’t have to be hard; all you need is a free Sendspark account and the Request Videos feature. 

2. Slack Case Study (Sendie)

Case Study Type: Customer Success Story

In this video, Sendie - a hybrid company - has its COO, CPO, and CTO talk about Slack. They explain how the software helps them manage distributed teams and remote workers across time zones. 

The CTO talks about Slack enabling a virtual “open door policy” remotely. The COO covers asynchronous communication with partners and employees. 

The video itself is standard (if very well-made). What’s special is its timing. It was released at the height of the pandemic, when most teams were looking for new ways to collaborate online. This made it a valuable way to showcase how Slack can help remote teams work better. 

The takeaway is that using customers to address hot topics - like “how do we work remotely postpandemic?” here - makes for powerful case studies. 

3. Resource/Ammirati Case Study (Wendy’s)

Case Study Type: Video Infographic 

This video explains how Resource/Ammirate created a valuable app for Wendy’s. It covers: 

• App features (e.g. mobile payment)
• App user experience (e.g. nutrition-based orders)
• Value-adds (e.g. customized meal orders)

By showing off the app’s key features and benefits, Resource/Ammirati give viewers a taste of what they can do. 

What makes this app stand out is the visuals. Graphics, stats, and screenshots are all used to emphasize and imprint talking points. For example: 

The takeaway is that you don’t need high production values to create a visually appealing case study video. You can simply just a Google Slide presentation and go through it using Sendspark’s screen recorder feature - all for free. 

4. Zappos Case Study Video

Case Study Type: Combo Video

This video has a bit of everything. Zappo’s corporate history, customer service recordings, puppets... It’s all there. 

The one thing that really shines through is Zappo’s fun, helpful energy. You can tell the brand cares about serving customers and entertaining you with this odd-but-fun case study. 

We have two main takeaways here. One is that you can combine different video types to make a case study. The second is that being informal and letting your personality shine through can make for good case studies; especially in the B2C space. 

5. GoPro Case Study

Case Study Type: User-Generated Content Case Study

This GoPro case study combines customer testimonials with user-generated content. The result is a fun, fast-paced case study. GoPro is positioned as a gamechanging technology as we see early adopters use it. 

The takeaway here is to use a combination of product videos and in-person footage. Seeing people use a product in real-time offers a preview of what using it for yourself is like. 

The cool part is that creating UGC for digital products is very easy. All you have to do is request a video using SendSpark , asking customers to show themselves using the product. 

6. Google Ads (Princess Polly)

Princess Polly is an environmentally conscious e-commerce company. Their case study explains how they used Google ads to scale their business by appearing top of page 1 for target keywords. 

This video has a different feel to most of the ones on this page. Its focus is on warming up leads instead of introducing them to the product. Its talking points overcome objections while positioning Ads as the perfect product for e-commerce and SMB customers.

The takeaway is to use case studies to qualify leads, highlight benefits, close sales, and overcome objections - not just generate leads. 

7. Duda Case Study (Moovs)

Case Study Type: Feature Review

In this video, Duda customer Amir Ghorbani explains how they whitelabel the software to serve their 200+ customers. Unlike most case studies, this one focuses on features; not benefits. Amir goes through key features that made whitelabeling preferable to building in-house. 

This kind of video is useful when you’re deep into the customer journey. It helps close sales and warm up leads who are already in the sales pipeline. 

The takeaway here is that you can make feature-focused case studies to help convert leads into customers. User testimonials and product demos - or a combination of both - work well for that purpose. 

8. HubSpot with EZ Texting

Case Study Type: In-Depth Use Case

This video focuses on one person - Shawn Lucas, Director of Sales Operations - and one use case: sales. 

This makes this video unique. It’s a deep dive into one specific customer avatar’s needs and benefits. It’s highly persuasive - but only if your work is somehow connected to sales, marketing, and customer-facing operations. 

The takeaway is that you don’t have to make case studies with everyone in mind. Given how easy it is to create and upload videos, you can make a bunch of videos for different situations and target audiences. 

Now you know how big brands make case study videos. Use the examples above to inspire your sales team, improve video marketing efforts, and impress your target audience.

Just remember: you don't need a huge budget to get huge results from your case studies. All you need to get started is a webcam and a free Sendspark account .

With our software, you can put together beautiful, personalized videos that combine selfie shots and screen recordings. You can also ask customers to send their stories and testimonials in using the request video feature .

If you want to see more videos from cool brands, check out our article on prospecting video examples. Thank you for reading!

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5 impactful case study video examples you can make in 5 minutes

Mattison Hofstedt

November 15, 2023

Think creating impactful case study videos requires hours of filming and editing? Think again! We're about to show you that it's possible to craft compelling case study videos in as little as five minutes, using resources you already have.

In this article, we're excited to showcase five outstanding examples of case study videos that were crafted in mere minutes. Each example demonstrates how you can turn existing written content into a visually engaging and persuasive narrative, proving that effective marketing doesn't always require a lot of time or resources. Let's dive in!

Why case study videos matter

But first, let's address a crucial question: Why are case study videos so important? These videos are not just another marketing tool; they are a powerhouse of storytelling that can significantly boost your brand's credibility and customer engagement.

89% say that watching a video convinced them to buy something.

Videos can simplify complex information, making it easier for potential clients to understand the value proposition. A well-executed case study video can act as a persuasive testimonial, driving more leads to convert. 

91% of folks want to see more videos from brands in 2023.

Sharing success stories humanizes a brand. When existing clients see their stories being showcased, it fosters a sense of pride and loyalty. For potential clients, seeing real-life success stories in video builds trust and credibility.

Viewers retain 95% of a message when they watch it in a video compared to 10% when reading it in text

Videos are more engaging than text. With the right storytelling techniques, a case study video can keep viewers hooked till the end, increasing the chances of them taking the desired action.

Myth busting: You don't need client footage

Now, let's debunk a common myth: You don't need extensive footage of your clients speaking to create an impactful case study video. The secret lies in leveraging the written case studies you already possess. 

By combining this existing text with relevant images, be it supporting visuals or simple headshots of your clients, you can narrate a compelling story. This approach not only eases the process for you but also respects the privacy and time constraints of your clients, who may be hesitant or unable to participate in video recordings.

5 fast and effective case study video examples

Now we’re going to show you 5 outstanding case study video examples crafted in mere minutes. Each demonstrates turning written content into engaging, persuasive narratives, proving effective marketing doesn't always need extensive resources.

Example 1: Challenge, Solution, Impact

The structured approach.

The Challenge-Solution-Impact format is a classic yet powerful structure for case study videos. It's simple: just fill in key details under each heading. We combine industry-relevant footage with images of the individuals behind each case study, creating a compelling narrative that resonates with viewers.

Example 2: Authentic Testimonials

Customer voices amplify your brand.

There's nothing quite like a customer's perspective to make your offerings relatable. Quick testimonial videos lend credibility and build trust in your brand. Easily produced, these videos gather customer insights through emails or forms, showcasing genuine experiences in a straightforward format.

Example 3: Powerful Single Quotes

A quote that speaks volumes.

Sometimes, a single, strong quote is all it takes to captivate and encourage further exploration. This format focuses on a standout quote that represents the essence of the customer's experience, making a lasting impression with just a few impactful words.

Example 4: Results-driven stories

Highlighting success stories.

Start with the end in mind - showcase the tangible results achieved by your clients. Whether it's a significant increase in LinkedIn followers or other measurable successes, using results as a narrative driver, complemented by supporting visuals, creates a compelling and aspirational story.

Example 5: Narrative storytelling

Engage with a story.

Narrate the customer journey as a story. This approach tends to capture attention more effectively than plain text, inviting viewers to follow a relatable and engaging narrative from start to finish.

Effortless case study video creation with Storykit AI

As we've explored these diverse and engaging case study video examples, a key theme emerges: simplicity and efficiency in video production. 

This is where Storykit AI becomes your invaluable tool. Imagine the convenience of creating these compelling videos by simply copying and pasting text from your existing case studies into Storykit AI. It's a game-changer.

Quick and user-friendly process

Storykit AI streamlines the video creation process, making it accessible even for those with no prior video editing experience. The process is as simple as it sounds: take your written case study, copy the text, and paste it into the Storykit platform. Within minutes, you have a foundational video ready.

Personalization and flexibility

But it doesn't stop at just generating a video; Storykit AI offers the flexibility to tailor and edit. If there's something in the automatically generated video that doesn't quite fit your vision, you can easily make adjustments. This customization aspect ensures that the end product is not just quick to create but also aligns perfectly with your brand's message and aesthetic.

A five-minute transformation

The most striking aspect of using Storykit AI is the speed. In about the time it takes to enjoy a coffee break, you can transform a written case study into a visually engaging video narrative. This efficiency doesn't come at the cost of quality either. The platform is designed to produce professional-level videos that are ready to captivate your audience.

Case study videos will be a game changer when it comes to your marketing game, and if you have Storykit AI by your side, there is no reason not to be creating them. Whether you're looking to create a structured case study, a powerful testimonial, or a story-driven video, Storykit AI equips you to do so in a matter of minutes, not hours. Embrace this tool and watch as your case studies come to life in a whole new way, engaging and inspiring your audience like never before.

Ready to create high quality videos? Try Storykit today . First time here?

Hello. We’re Storykit, the complete video creation tool that transforms any text into compelling video content. Our thing is video for everything, video for everyone. And by everyone, we mean everyone who wants to do high volume, even higher quality video. Everyone who doesn’t have the budget or time for traditional production. Everyone who has absolutely no editing skills. Everyone with a content plan. Everyone without a content plan. Everyone who’s never made video in their life. That everyone. Let’s do it. Let’s Storykit it.

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How to Create a Case Study Video in 10 Steps (Plus 7 Top Examples)

Written by Samantha Ferguson

Last updated on 29th November 2023

In this article we’re going to take a look at how to create a case study video in just 10 simple steps.

More and more shoppers conduct extensive research before they make a purchase. The reasons are plentiful, everything from wanting to purchase from brands that have similar values to their own to simply wanting to get the best deal. But the fact remains that consumers are more conscious of where they spend their money these days. 

In fact, according to a study by Google , 53% of shoppers say they always do research before they buy to ensure they are making the best possible choice . 

When potential customers are doing that research a case study video can really help your, well, case ! 

Case study videos help to increase trust and can ultimately result in more sales for your business. 

So, let’s take a look at how to make a case study video in 10 steps.

Article Contents

What is a case study video?

A case study video is a video that focuses on real customer success stories as a way to demonstrate the value of a company’s products or services. 

Here’s an example that we made with one of our customers: 

Case study video benefits

1. increase trust & credibility.

Brand trust is not something to be underestimated. According to a study by Accenture of more than 7,000 companies, trust is as important as growth and profitability when it comes to the financial health of a company. 

This is especially important when it comes to customers from younger generations. An American study from Morning Consult found that 42% of Gen Z and 30% of millennials do not trust the average American company and instead stated “ they have to earn my trust ”. 

One of the biggest benefits of creating a case study video is that it adds a level of authenticity and credibility to your brand which can increase trust among leads and help convert them into new customers. 

2. Relate to your customers

“ People buy from people ” might be an old saying but it seems more and more relevant as we move into an era where consumers are growing tired of faceless corporations and turning to influencers that they know and trust instead. 

According to a survey of 1,000 consumers by Sprout Social , 64% of consumers want brands to connect with them . And when they feel more connected to brands it results in a whole host of benefits: 

When asked to rank which channels brands should use to create the best opportunity to connect with customers, video came in 2nd place (beaten only by social media). 

Creating videos, especially case study videos that aren’t overly salesly, can really help you to relate to your customers and build a stronger bond that could encourage them to spend more, stay loyal, and give you positive word of mouth marketing. 

3. Boost sales

Case study videos basically showcase how amazing your brand, product, or service is by proving the benefits that you’ve given to one of your happiest customers. This is a great tool for boosting sales because it gives viewers someone to identify with and makes them think “ huh, if that happened for them then maybe it can happen for me. ” 

According to our Video Marketing Statistics 2022 , 2 out of 3 people say they’d be more likely to make a purchase after watching a testimonial video demonstrating how a business, product or service had helped another person like them.

So it’s simple really. The more people feel confident in your brand, the more people are likely going to buy from you.

4. They’re easy & inexpensive to make

You can make a case study video with literally just your smartphone. All you really need is one of your customers talking to-camera and some simple editing software to cut it all together and maybe add a nice soundtrack. 

With video apps like TikTok on the rise and incredibly easy to use, you could even throw together a case study video on there! 

Of course, the better your video looks the more credibility you’ll have. It’s always a good idea to cut together some B-roll with your to-camera interviews to make your video more professional and engaging. But even with these additions, case study videos are still much quicker, easier, and cost effective than most other types of videos out there. 

5. Strengthen your relationship with existing customers

Last but certainly not least, creating case study videos can really strengthen your relationship with existing customers. 

When you reach out to a happy customer and they agree to take part in your case study video, that shows a lot of belief and loyalty for your brand on their side. 

The process of creating a video together could strengthen your relationship even more and could result in the customer becoming an even bigger fan of your company! 

How to create a case study video in 10 steps

1. decide on a goal.

First you need to define a goal for your video. Think about what you’d like the outcome to be. Of course, the answer is probably in the realm of “increase sales” because that’s the main goal for any business, but try and drill down deeper before you get started. 

For example, consider if there is a specific hurdle you’re trying to overcome. Ask yourself what is the biggest barrier to purchase that your product or service has – perhaps it’s that people struggle to see the value upfront or maybe think your product is okay but not a necessity for them – whatever the issues may be, try to use your case study video to eliminate those doubts. 

2. Identify your target audience

In addition to identifying a goal for the video you need to identify your target audience, and keep them in mind during the early stages of development.

For example, think about the following: What motivates your target audience? What’s important to them? What do they want to know? 

By keeping the answers to these questions in mind you’ll be able to craft your video to speak directly to your target audience and increase your chances of success. 

3. Choose the right customer

This one’s important! You need to decide which one of your customers would be a perfect fit for your case study video. 

This doesn’t necessarily mean picking your happiest, most complimentary customer. Now that you have your goal and target audience in mind you need to select a customer whose journey best fits the narrative that you’re looking to create. 

Approach your customer politely with an email or a friendly chat and ask if they’d like to be in your video. And remember to make it easy for them to say yes! Let them choose a time that’s convenient, offer to cover travel expenses (if required), and to really sweeten the deal you could always give them a discount code or free gift for being such a great customer.

4. Write a script

Your script will be the roadmap for your video. Of course, you don’t have to write everything down word-for-word – that’s certainly not what case study videos are about. Case study videos should be natural and authentic, giving customers time to speak about their experience in their own words. 

However, it’s still important to have a script that will act as a rough plan to help you guide the day of shooting and create the bare bones of a narrative for your video. 

For example, you’ll probably want the customer to start by outlining their problem before they found your company. Then explain how your company helped them, and finally round off with some key benefits. 

5. Add stats where possible

When talking about the benefits that your company has brought to the case study customer, stats and figures always help. 

This is especially important if you’re in the B2B space. Solid figures that show a clear benefit will make it easier for buyers to present your case study video to their employer and say “ we need this .”

You may find that your customer has done this research themselves already – as they may have wanted to calculate the benefit. If not, it could be a good idea to invest in some research yourself as tangible figures that prove the benefit of your product or service can really elevate the video and improve your credibility with viewers. 

6. Find the perfect location

The setting of your video can make such a difference to the viewer experience, so it’s important to find the perfect place. This could be your office, your customer’s place, or a neutral location. 

The location needs to tick two boxes – it needs to match the look and feel that you want to portray in your video and it needs to be convenient for everyone to get to. 

Most great testimonial videos will usually have a couple of establishing shots in there to really set the scene, so you shouldn’t underestimate the power of a great setting. 

7. Create a shot list

When you’ve decided on a location and you have a solid script , you can start to create a shot list.

A shot list is a document that maps out each scene that you want to see in your video. Here’s a quick and rough example: 

• Establishing shot of the building
• B-roll of the team eating lunch together
• To-camera interview with X person

A shot list is important because it will help your day of shooting go more efficiently. And it’s especially important if you aren’t going to be there and you’re handing over the responsibility to an external film crew.  

A shot list will make sure you get all of the shots you need for your video without forgetting anything. No one wants to forget an important shot and have to rebook the space and rearrange a date for everyone to meet again – that’s a lot of wasted time and money. 

8. Shoot your video!

The next step is of course to shoot your video! Set your cameras up, grab your script and your shot list and make sure you get everything you need. 

It’s also worth double-checking that you have everything you want on film before you leave. 

A top tip for this step of creating a case study video is to make sure your customer feels comfortable . 

The reality is, most people don’t feel comfortable having a camera pointed at them. You can help make things easier in simple ways, such as getting everything set up before they arrive. So all they have to do is sit or stand on their mark. 

Another way to make your customer feel comfortable is to break the ice first. Hit record and then talk about some normal things to calm their nerves. Maybe give them a couple of tries at introducing themselves. 

Patience is key here – if you give your customer the time they need to feel comfortable then your case study video is going to look 10x better! 

9. Edit your video

After the shoot comes the edit. If you’re new to the world of video you may be surprised at just how much of a difference editing can make. 

A great edit that cuts between different camera angles and shots, includes a fitting soundtrack, and maybe even some title slides or animations that help to emphasise certain points will really elevate your video. 

The main aim here is to edit your video in a way that will increase viewer engagement. You can work with a video company to help you create a professional edit or you could have a go at editing yourself! 

There are tons of apps available for all different devices. Check out our roundup of top video editing software to find out more.

10. Share your video

When you’re happy with your video it’s time to share it with the world. It’s best to create a specific landing page on your site for your case study videos, but the promotion of your  video doesn’t have to end there. 

Make sure you post your video in as many places as possible: Facebook, LinkedIn, YouTube. The more places you post, the more views you’re likely to get. 

7 Top examples of case study videos

1. wyzowl – uberflip.

We made this case study video with our great friends at Uberflip after we worked with them to create some marketing videos for their company. 

This is a relatively simple case study video that features different shots cut together while Randy (one of Uberflip’s co-founders) talks naturally about his experience with Wyzowl. 

We thought we’d include it on this list as it goes to show you don’t need lots of bells and whistles to create an authentic and engaging case study video. 

2. Google Ads – Chuckling Goat

It might be a bold statement but we’re going to say it anyway: this case study video is perfect! 

It has all of the ingredients you need to create an amazing video, from the gorgeous establishing shots at the start that drop the viewer into the world of Chuckling Goat to the light-hearted joke at the end. 

Instead of making Google Ads the focus, this video allows Chuckling Goat to tell their story before weaving Google Ads into the narrative naturally. 

The animated graphic that accompanies the growth Google Ads facilitated for the company is a great touch!  

3. Zoom – Customer Stories

Zoom showed with this fun, quickfire video that you don’t need to focus on just one customer to make a great case study video. Instead, they decided to include multiple customers. 

The result is a really cool and varied collection of benefits that Zoom has brought to different customers. 

Another nice touch is that all of the customers appear to have recorded their portion of the video using Zoom!  

4. Wyzowl – Oxford University Press

This is another case study video we created, this time with Oxford University Press. With this video, we added dynamic title screens and name cards to make the content more engaging and also easier for viewers to skip through if they want an answer to a specific question.

It’s also great that the animated video we made for Oxford University Press is featured in the case study video, along with the results that were achieved. 

5. Samsung – Superdry

This case study video is for Samsung Display Solutions so it has to look great – and it does! The opening timelapse of Norway is crystal clear and really sets the scene. 

As we get into the meat of the video, it’s great to hear what the Superdry staff have to say about the Samsung screens while we (as the viewers) get to see them in action.

6. Hubspot – Avison Young

One of the best things about this video isn’t part of the video at all. It’s in the title:  

Including the impressive results of Avison Young’s partnership with HubSpot in the title encourages viewers not just to click on the video but to keep watching in order to find out how that happened. 

In addition to that, this video does a great job of laying out the customer’s initial problem before introducing HubSpot as the perfect solution.

7. Claranet – Pets at Home

This case study video, while long, manages to keep viewer attention with help from a heartwarming soundtrack and clips of various cute animals. 

The video also uses animation to emphasise the role that Claranet has played in helping Pets at Home to grow. 

Final thoughts

Case study and testimonial videos can give your brand a HUGE credibility boost. If you want to create an amazing case study video like the ones seen in this article, head to our Testimonial Video Production page to find out more.

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How to Create Highly Effective Case Study Videos

Case study videos and customer testimonials are a powerful way to highlight your customers' successes—along with how your company helps.

Case study videos are powerful tools for businesses looking to attract new clients and drive revenue. By using video, you add a personal element that’s difficult to achieve with a traditional, text-based case study.

Interviewing clients in case study videos humanizes your work and allows potential customers to better understand how your products and services solve real-world problems. When properly executed, a case study video showcases the value of your work and helps grow your business.

What is a Case Study Video?

What are the benefits of case study videos, the 3 types of case study videos, how to make a case study video in 10 simple steps, where to use case study videos, 3 of the best case study videos to inspire you.

A case study video is a piece of persuasive content that businesses use to illustrate the value of their products or services, through the telling of real customer success stories. It’s a customer testimonial video that adds authenticity to your marketing efforts.

Successful case study videos:

• Include on-camera interviews with customers
• Show how your business solves a specific customer problem
• Use stats and figures to back up the customer’s story
• Focus on the benefits, not the features

They’re an incredibly important type of video to have in your arsenal.

Blake Smith, Vidyard’s Creative Director, deep dives into the world of case study videos, explaining what they are and how to make an effective one. Along with Mat King, Vidyard’s Video Production Manager, he breaks down an example customer testimonial video to highlight what goes into creating a good one.

Case study videos can benefit your business by raising awareness about what you do and attracting new customers. Here are some of the reasons you should consider creating a case study video:

They’re persuasive: Having your customers deliver compelling reasons why your product works is powerful. Video is a direct and persuasive medium; viewers retain 95% of your messag e when they watch it in a video, and only 10% when reading it in text.

They’re engaging: Your target audience is more likely to watch a short video case study than to read a text version of it. That’s because video marketing is more engaging. Most buyers prefer to learn about a product through video compared with any other medium.

They’re emotional: Video case studies deliver personal testimonials directly from your customers, which helps establish an emotional connection with the viewer. Connecting a human face to a story is powerful, and 95% of our decisions are subconsciously driven by our emotions.

They’re versatile: You can use a video case study across a variety of marketing channels, and you can even edit specific scenes and lines to use for other purposes, like for social media. Unless your products change drastically, case study videos offer evergreen content that stays relevant for years.

There are three main types of case study video that your business can produce, with different levels of complexity:

• Customer Testimonial: A customer testimonial is a straightforward, to-the-point video interview where you ask questions to the customer about their experience with your products. You’ll only need one shoot location and minimal editing to deliver a finished video.
• Customer Review: A customer review video is another simple but effective execution. Instead of focusing on a clear narrative, your customer can speak to specific features of your products, and how they benefited from using those features.
• Case Study Narrative: A case study narrative is the most complex type of case study video. It involves a mix of on-camera interviews with customers, B-roll visuals and can even include graphics and font treatments. It requires more shoot time and editing than the other video types.

With the correct approach and proper planning, your case study video can boost your sales and bring in new business. Follow these 10 steps to make a compelling case study video for your company.

1. Think Like a Potential Customer

The first step in creating a case study video is to develop a detailed plan with your target audience in mind. The more specific you can be in identifying the intended audience, the better prepared you’ll be to address their specific goals and pain points. Even if your product appeals to a wide audience, your case study should speak to one specific segment of that market.

2. Ask the Important Questions

Ask yourself what problem your target audience is experiencing, and how your business solves that problem. This will help you develop the key message of your video, and build a story around it. To help identify these problems and solutions, ask yourself questions such as:

• What do my customers care about?
• What do I offer customers that competitors don’t?
• Why do customers use my products and services?
• What do I help customers achieve?

3. Choose the Right Customer

Now that you have key messaging for your video, you can start identifying customers who suit the narrative you developed. The following criteria can help you narrow down your cast of possible characters:

• They should fit with the video’s target audience
• They should have a compelling, personal story to share
• They should be comfortable and engaging on camera
• They should have statistics to back up their story

Once you’ve identified a perfect fit, you’ll need to approach them with your request. When you approach a customer, be clear about what you’re asking them to do, ease their concerns and let them be involved in the process. You can also sweeten the deal by offering something in return: Maybe the B-roll you gather would be valuable for their own marketing efforts, for example.

Another option is to ask customers to record video testimonials on their own time, with easy-to-use software like Vidyard Chrome extension . That way they can shoot the video when it’s convenient, and quickly share the link with you.

Global human capital management (HCM) software company Ceridian, put the human impact of their products front and center in this case study video featuring the Blue Man Group.

Ceridian’s video does a particularly good job of using B-roll to highlight the creative nature of their customer’s business and explain the challenges they experience—along with how their product helps.

4. Plan Out the Story Arc

Case study videos need to tell a story. Developing a story arc helps translate your key messaging into a compelling narrative for viewers. A recent study on the power of brand storytelling found that nearly 80% of adults think brands should tell stories as part of their marketing efforts. In developing your story arc, you should map out your video’s four main stages:

• Introduce the character: Identify the hero of your video. For a video case study, the protagonist will be your customer. Though the video may include more than one person from the featured company, choose one person to focus your narrative on. Your main character should be relatable and engaging.
• Identify the problem: Next, establish the story’s conflict. With a brand story video, the conflict is the pain point your main character experiences. It’ll make your case study more relevant to your target audience.
• Explain the solution: The solution shows viewers how your product helped the customer overcome challenges. While the narrative is crucial, you may also want to use statistics to back up your customer’s success to make the point even more persuasive.
• Provide a resolution: The resolution of your story should include next steps for the viewer. What do you want them to do next? Include a clear call to action at the end of the video.

5. Conduct Background Interviews

Before you start shooting, conduct background interviews with your customer. This will give you a better sense of the responses you’ll get on camera and how they fit into your narrative.

Conducting pre-interviews will familiarize your customer with the questions you’ll ask them, so they can hone their storytelling before appearing on camera. It’ll also help you perfect your list of interview questions.

Here are some questions to consider:

• What does your business do? Who are your customers?
• Where are you located? How long have you been in business?
• What challenges did you face before coming to us?
• Why did you decide to use our products?
• What differentiates us from our competitors?
• What’s it like to use our products?
• What’s it like to work with us?
• How have you benefited from using our product?

If possible, conduct your background interview(s) over video conferencing software or in-person. This will give you a good sense of how comfortable your potential subjects might be on camera and help you to choose people to feature in your case study video.

6. Write Your Script

You don’t have to be a professional writer to develop a script for your video. Using your story arc as a guide, build out a script that tells the story of your case study.

Introduce the character, give background information, outline the details of the problems they faced and how your product helped address those problems.

Stick to the point and use a concise, conversational style. After all, 68% of people prefer to learn about products and services through short-form videos.

Pro Tip:  Use Vidyard’s free video script timer tool to find out how long your script will be when you read it out loud (and edit accordingly).

7. Back it Up With Stats

While developing your script, identify areas where you can back up the story with hard facts. If your customer has statistics about how your product increased sales, drove conversions, or resulted in other measurable outcomes, include those numbers in your script.

Consider using graphs or other visual elements to highlight the figures on screen. Whether you get the customer to physically stand in front of a chart or you add it in post-production, this can be a great way to highlight the value of your offering.

8. Choose a Shoot Location

Where you shoot is a big part of the overall look and feel of your final case study video. Determine what location is best suited for the particular story your video will tell.

The shoot location may depend on your customer’s industry: If they work in tech, it probably makes sense to shoot in their office. But, if your customer works in a hands-on field like construction or community development, you might want to film outdoors to capture the action.

9. Develop a Shot List

Plan ahead by putting together a list of all the shots you’d like to record. For every scene in your script, identify how it should be shot. Your script can help guide your shot list.

For interview videos , you may want to try a variety of angles and shot sizes, from close ups to medium shots. Plan out B-roll shots as well, so you don’t miss any important content.

10. Sweat the Details on the Day of the Shoot

There are also a few key considerations you’ll want to remember on the day of the shoot, to make sure everything runs smoothly. Don’t forget to:

• Choose a quiet, well-lit location for your on-camera interviews
• Instruct interview subjects to answer your questions using full sentences, since the questions will be edited out of the final cut
• Gather a variety of B-roll footage that shows the shoot location, the character working, shots of your products in use, and more—it will come in handy when you’re looking to add interesting visuals to the final cut.
• Overestimate the amount of time you’ll need to shoot so you aren’t rushing to capture everything

Don’t have room in your budget for a full-out case study video? You don’t have to have professional camera equipment or the funds to visit a customer in another location to get the value out of this type of video.

Try asking happy customers to record a short testimonial video using their webcam. You can provide them with a list of basic questions to direct what topics they focus on.

Vidyard’s Chrome extension is a free, easy-to-use tool that makes creating customer testimonial videos a breeze.

Once you have a compelling final product, you’ll need to consider how to get it in front of your target audience. Luckily, case study videos are versatile pieces of content that you can use across a variety of marketing channels. Here are some options to consider:

• Embed the case study video on your website, either on the homepage or a dedicated case study page
• Include the video in a marketing email to send out to your leads
• Share the case study on your social media accounts
• Incorporate the video into sales pitches and presentations
• Expand your reach by promoting the video in a digital ad campaign

These three compelling case study video examples can help motivate you to create captivating testimonials of your own.

1. Zoom Testimonial from Zendesk

This is a great example of a well-produced, well-told case study narrative. It provides a good mix of interviews with customers and B-roll showing how they use the product. The interviews focus on problems the company faced and how Zoom solved those issues, rather than listing its features. The video is short enough that viewers won’t lose interest, but that it still tells a full story.

2. Google AdWords Case Study

This video is a great example of how getting out of an office setting can make for a visually engaging case study video. The main character is relatable and comfortable on camera. She’s great at telling the story of how Google AdWords helped grow her business and seamlessly includes stats in her narrative. The supporting cast of dog extras doesn’t hurt, either.

3. Slack’s Unique Take on the Case Study

If you still aren’t convinced that case study videos can be fun and engaging, this humorous example from Slack should do the trick. This is a different kind of case study video, because it’s fully scripted, but it shows how important it is to tell a strong, relatable story. The video does a great job of integrating Slack’s features and benefits into on-camera interviews. And it illustrates how a bit of humor can go a long way toward convincing customers to invest in your product.

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Your go-to list of all the things you need to remember when making case study videos.

10 Best Case Study Video Examples You Can Copy to Build Trust for Your SaaS Business

• October 26, 2022
• Content Strategy

The play button is the most compelling call-to-action on the web. Michael Litt

Your SaaS business might be sleeping on an underrated approach to showcase notable success stories – case study videos. This claim is well-founded too!

A joint survey report by Vidyard and Content Marketing Institute, released in the fall of 2021, revealed that an overwhelming majority of content marketers believe that video has become more important to their organizations.

51% of the respondents shared that they use video to present case studies or customer stories. Moreover, 48% of respondents believed these videos produced the best content marketing results in the previous 12 months.

Moreover, according to G2 , 84% of marketers say video marketing improves lead generation. On the other side of the counter, 94% of users say that videos help them make purchase decisions.

Underutilization of Case Study Videos

However, many SaaS businesses need to pay more attention to the power of case study videos.

Why do we say so? While conducting extensive research for this content piece, we combed through dozens of SaaS websites and noticed fewer case study videos than traditional text-based ones tangibly.

Moreover, we have yet to find SaaS businesses habitually embedding such videos to supplement their blog-style case studies. This golden practice can improve the chances of Google indexing your case study video and encourage visitors to stay on your site longer.

Pro tip: If you need 30 standout SaaS growth hacks to attain double the growth for your SaaS business, fill out the form below!

But before you move ahead with a case study video to showcase the value of your work and grow your business, it will be beneficial to understand the building blocks of a case study video.

Elements of a Successful Case Study Video

Seven elements go into making a case study video, which can state having “hit the home run.” Let’s touch upon them briefly.

#1 – Compelling storytelling

It helps to present your case study video by incorporating storytelling frameworks. One such example is “The Hero’s Journey” framework. You can read our article on how this framework can help us decode why the Squid Game is so popular .

#2 – Relatable pain points

Your case study video is more effective if it highlights your ideal customer profile’s pain points. For example, a case study on software targeted towards small and medium-sized businesses will resonate more if it showcases related users who discuss their pain points and hurdles.

#3 – Backed with data

A case study video doesn’t have to be devoid of numbers! Armed with credible statistics, your clients can mention, as a “matter of fact,” the efficiency their business has achieved from your services – man-hours saved, reduced operating costs, and increased revenues.

#4 – Embedded with social proof

A case study video allowing multiple stakeholders to talk about your service adds to social proof. It’s contagious!

#5 – Video elements – script, music, visuals

A case study video allows you to add emotion to the storytelling. You have the leeway to add stage-appropriate sound effects and compelling visuals. This is an addition to your primary arsenal, the script.

#6 – SaaS product showcasing

A well-produced case study video also allows you to give your prospects a peek behind the curtains and showcase how your SaaS product looks and works.

#7 – Ideal duration

What is the optimal video length? Take it from the leading SaaS internet video hosting and analytics company, Wistia – 2 minutes is the sweet spot .

10 Best Case Study Video Examples You Can Copy

Now that we have established the vital elements of a case study video, let’s learn from some examples from the past twelve months. Additionally, we’ll explain why we chose to present the selected video case studies.

#1 – Tableau

#2 – slack, #3 – drift, #4 – canva, #5 – xero, #6 – grammarly, #7 – hubspot, #8 – salesforce, #9 – workday, #10 – dropbox.

In the Tableau case study video, viewers can delight themselves by viewing stunning visuals aided by tight-knit storytelling.

The case study highlights why the product is a perfect fit for solving the client’s pain point of visualizing constant streams of vast and disparate data. Their client’s goal is to deliver a superior customer experience. Viewers can easily understand how the data visualization software helped the client achieve their business goals.

The case study allows employees throughout the hierarchy to share how Tableau makes their work more efficient and productive.

The case study showcases snapshots of the software and provides actionable use cases.

The video wraps up in just over 2 minutes.

In the Slack case study video, one can see an authoritative thumbs up from Samsung’s Vice President of Framework R&D Group of its mobile communications division.

The case study discusses the pain points of using Slack alternatives like email and messengers. To support these claims, the client talks about the positive effects of adopting Slack, like smoother communication, a stronger organizational culture, and a boost in productivity.

The client inadvertently provides social proof of Slack and its credibility by mentioning it received adoption from a giant like Samsung since many other high-profile businesses vouched for it.

Viewers can also receive a walkthrough of the application and its custom use cases, such as creating topic-specific “channels” and creating bots.

This case study is shy of 5 minutes in length but an engaging and pleasant watch.

In the Drift case study video, target users can immediately relate to critical sales metrics that Drift helps to improve.

The customer discusses how Drift helped improve common pain points, such as the “engagement and connection with the customers and prospects” and “help in pipeline acceleration.”

Moreover, it provides a use case of Drift to better engage with customers and prospects in a highly personalized way.

To add weight to their claims, the client also shares increased sales figures after implementing the software (>$1 Billion) and improved response time by sales development representatives (<5 minutes).

It is a simple case study video with minimal post-production efforts.

The case study spans just under 3 minutes in length.

In the Canva case study video, viewers can immerse themselves in a fast-paced video filled with popping visuals.

The case study brilliantly captures the brand’s vibe and target audience.

Wondering how?

It showcases how the software allows small businesses and non-tech-savvy people to follow their dreams and be creative. Viewers also receive a walkthrough of the software to see how intuitive and seamless it can be to use.

The case study is a minute and a half in length.

In the Xero case study video, viewers can immediately identify the target audience of “accounting software for small businesses and their advisors.”

This light, breezy case study provides context around the client’s business and which offerings it is using from the Xero product suite.

The case study carefully mentions common pain points that the software resolves by stating features like “cloud-based,” “synchronization,” and “user-friendly,” which “helps to streamline operations and be efficient.”

The case study also gives an example of a typical use case by the client and the efficiencies it achieved (saving more than 200 man-hours per year.)

The case study is just under two minutes in length.

In the Grammarly case study video, viewers can learn from an appropriate user base, the client’s content marketing team, who advocate for its usefulness and efficacy.

The case study offers pleasing visuals and a soothing background score.

The client vouches for the software by allowing different employees to share how they managed to communicate the brand voice and tone in an intended manner.

The case study uses motion graphics to show how the software operates in real time. These visual cues are incorporated in parallel as employees share critical statistics about “style guide suggestions” from Grammarly.

Moreover, to provide concrete social proof, The client calls Grammarly an extension of their team.

The case study is just under three minutes in length.

In the HubSpot case study video, prospects can learn about the software’s capabilities and dependability in a crystal clear manner. The case study seamlessly narrates what prompted the need to adopt HubSpot, its onboarding, and its ensuing benefits.

The case study addresses common pain points faced by the client’s sales team – working in silos – to how HubSpot allowed them to “talk to one another” and ensure consolidation and simplification.

The client champions the ease of transition without requiring lengthy delays and hiring expensive outside talent. Moreover, a product walkthrough highlights the different features which have led to better user experience and dramatically driven product adoption.

Giving a confident thumbs up for HubSpot, the client also sheds light on how they aim to integrate HubSpot deeply in the future.

This case study is just over two minutes long.

In the Salesforce case study video, viewers can enjoy a fast-paced, well-produced case study of two business partners working together towards a common goal.

In addition to giving an overview of the vast scale of operations conducted by Dell, the case study spotlights the Chief Information Office and Chief Data Officer of Dell to lend authority to the case study.

The case study gives statistics on how many Dell employees used Salesforce at the onset of the pandemic—a whopping 150,000.

Employees at different levels of the organizational chart mention important aspects enabled by Salesforce – “structured processes,” making the “sales organization more productive,” “providing a 360-degree view of the sales cycle,” and “offering a single source of truth information at their fingertips.”

To add social proof, a senior Dell employee states that she works for “two companies” – since Dell and Salesforce dedicate themselves to achieving a common goal.

The Workday case study video is a noteworthy example of letting each stakeholder present an honest review of using a product or service.

This case study offers a pleasant viewing experience.

It establishes context around the client and the core issue of improving the experiences of students, faculty, and staff – fulfilling their basic “expectations.”

The case study gives a product walkthrough and presents a before and after picture. Then, stakeholders establish social proof by describing the software using terms like “integrated, accessible, responsive, and user-friendly.”

The case study is three minutes in length.

Consider the Dropbox case study video as a short film, if you will!

It utilizes beautiful storytelling and high production value to present the “rising from the ashes” effect of the software on a stagnating town.

With the odds heavily stacked against the “protagonist,” the case study provides context around the product’s adoption and subsequent dependency.

Aided with a product walkthrough, the client presents use cases of how the software helped lay the foundation for their small business and build and catapult it to success.

The case study ends poignantly, showcasing how the client and their local community thrived in trying times because of Dropbox.

The software helped them become “anti-fragile.”

This case study is just over four minutes long.

Parting Thoughts

To round up this piece, here are some important takeaways on publishing case study videos your SaaS business should consider implementing from the get-go:

• Establish from the outset how to implement the seven successful elements in your case study video
• Build relatability by shedding the spotlight on your ideal customer profile and presenting credible statistics of your SaaS product solving their common pain points
• Demonstrate how your product works using walkthroughs
• Bring out your creativity! Don’t underestimate the power of catchy visuals, sound effects, and tight-knit storytelling to drive home your point

Side note: Are you just getting started with making case studies? Consider reading our piece on 8 B2B SaaS case study best practices to get more leads and customers !

We are a content marketing agency that brings business, not just website traffic. We curate well-researched and engaging content as per your company’s requirements and philosophy because we believe in the power of meaningful information.

Does your B2B (SaaS) business want a case study prepared to get more leads and users? Let’s connect over a short call. Block our calendar today!

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6 Best Case Study Video Examples You Should Watch To Seek Inspiration

Table of Contents

Suppose you’re a customer, and in this instance, we ask you to describe your favorite brand. How would you do that?

You might start off by highlighting their core products or services. You can also talk about your experience with them. That’s all you can do.

But have you ever thought that you leave a lot of things behind you and nobody, including you, pays attention to those?

And we honestly don’t blame you or others for it.

In this era, when almost all businesses look and feel the same, it becomes a necessity to shape your brand in a way that it gets instantly recognized by your potential customers in order to succeed.

For some of you, this might be a challenging task, but believe us; it’s not!

To do this, you first need to comprehend how you can make an emotional connection with your target audience.

One of the best and the easiest way to do this is narrating a tale, or you can call it storytelling.

From our childhood, we have loved reading and listening to stories.

This is the one habit that stays with us forever, and you can take leverage of it to succeed.

When you tell stories of your brand, it helps in plenty of areas like:

• Understanding the origin of your company/brand.
• What motivated you to provide this specific solution?
• What sets you apart from your competitors?

As you know, many businesses are turning towards this new emerging content marketing strategy -Video.

It is becoming increasingly popular among organizations as a means to tell their company’s narrative and promote their core values.

To provide more insights, now that they’ve started using case study videos to showcase how their brand stands out from the crowd as something truly exceptional, one that customers feel a part of and proud to support with every purchase.

And guess what? This strategy is working pretty well.

In one of our blogs on video marketing , we stated that videos can easily boost conversions by as much as 134% on websites and bring in more targeted visitors on social media at a lesser cost.

Pretty impressive, right?

So, how would you apply this new marketing tactic to bring in similar results?

Don’t think too much because we are here to help.

Let’s dive in together to take a deeper look.

What is a Case Study Video? – An Irresistible Introduction

To begin, the purpose of a case study video is to provide a platform for a business to introduce itself to a wider audience in a more personable and genuine manner.

You let people go behind the scenes of your business and uncover the human aspect of your organization in a superb case study video.

The video tone should be raw and unedited, and the ultimate aim should be to evoke strong feelings.

Rather than making a safe, generic business statement, you should want to stand out.

You’ll hit closer to home if you’re vulnerable and open up about your flaws with honesty in front of your audience – after we all have some flaws, it’s nothing to be ashamed of.

Indeed, the more you relax and reveal your struggles, the more people will identify with you and view you as more than just another faceless corporation.

Bear in mind that a case study is not always an advertisement.

Although both might share elements, advertisements are often more financially motivated and designed to compel the audience to act immediately.

The purpose of a case study is more like that of a branding exercise, in which the audience’s impression of the firm or product is shaped.

Here, you want to create trust gradually and not pressure the audience to take any kind of instant action.

A marketing firm, for instance, may like to provide a case study on its website outlining its process of working with clients, praising the strong relationships they establish with its partners, and lauding the successful outcomes they achieve.

Unfortunately, there was no encouragement to take any action.

The perfect case study would leave a lasting impact on the reader and persuade them of the agency’s superior quality.

When the moment is perfect, the customer won’t need much persuading because the agency will become the clear favorite.

The Elements of an Incredible Case Study Video Should Encompass

Well, a case study video should persuade the audience that your company is the best option for a certain service or product by altering their initial impression of it.

How can you make it happen?

Start off by establishing rapport with the audience first.

Your video should not have a “business” or “bland” vibe but rather a personal one so that viewers can identify and connect with you on a personal note.

If you want to help people with an issue, you can’t act like a faceless company. You’re not looking to make a quick buck but rather establish a long-term working relationship.

I guess I have made my point.

Next, it should go without saying that your video should be interesting to the viewer.

Don’t use tired expressions – we have enough negative in our lives, and we are dealing with it, so no more, please.

Be irreverent and make up spontaneous bits that shock and entertain your viewers.

Is your company’s CEO, once again, making a budget speech to the press in his office? If you want to showcase that your firm is more than simply accountancy, why not perform the same thing while surrounded by employees or while wandering around your factory?

You know everything, and anything is possible. The only limit is in one’s imagination.

Moreover, for your video to be successful, it must persuade its intended viewers. Furthermore, nothing is more persuasive than testimonials from actual consumers.

Instead of praising yourself, have your clients do it for you by telling the tale from their perspective. If a business were to do all the talking, most consumers would tune out, but they would likely pay close attention if the same message were provided by actual customers.

So, after reading a thousand reviews, which do you think gives a more accurate portrayal of the product?

Creating a video case study also gives you the chance to speak directly to each of your niche markets.

Indeed, it is crucial to tailor your messaging, so it corresponds to the unique pain concerns of your various customer categories (students, families, homeowners, retirees, etc.).

Don’t be afraid to tailor your message to different groups of people by creating several case study videos; the more specific your videos are, the more likely they are to pique people’s interest and ultimately win them over.

Last but not least, while thinking about how to organize your case study, there’s no need to start from scratch when you have the whole flowchart in your hand.

The tried-and-true method of Problem > Solution > Outcome is usually effective. You start by outlining the problems your customers are experiencing.

Once you’ve found the key to the problem, you have to prove it. To wrap things up, you stress the enhanced quality of life your product or service has brought to the consumer. It’s as simple as that.

Okay, enough of the procedure.

We believe when we are writing about a how-to blog, it’s necessary to show real-life experiences.

So, let’s move to that.

Case Study Video Examples That Will Put You in Trance

Well, if you search on YouTube, you’ll find innumerable case study videos. However, not every video met the standards we had set. Plus, we wanted to set the benchmark up high so you can achieve your goals faster.

So, let’s take a look at some of the best case study videos created by industry giants for their businesses.

Do you have any idea why this case video works so well?

Even though PayPal is a million-dollar enterprise, still it’s supporting small businesses and helping them to succeed.

Pretty amazing, right? After all, who does that today?

Moreover, it’s not them who tell tales of their success. They let their customers do the talking and praising – a great tactic to prove your credibility.

This video does a great job of summing up the difficulties encountered by the company and showing how Paypal’s payment services provided a simple solution.

When we were watching the video on YouTube, we saw comments saying good things about it.

The opening scene is riveting and effective in setting the tone for the GoPro narrative to follow. The audience is taken on a trip down memory lane through flashbacks as several workers discuss the significance of GoPro and its effects.

The viewers of this video can be inspired to follow in the footsteps of the company by realizing that their own consumers are at the heart of its success.

3. LaunchHub

In order to ensure the success of your mobile app’s marketing strategy and take it to the next level, you need to know what you’re doing.

The future success of your app is very important, given the current climate of uncertainty. This is why you need LaunchHub

LaunchHub opted for an animated video style to explain its product. They take a narrative approach and their expertise in the field to choose the most effective means of explaining their work to others.

The LaunchHub crew knows their stuff, and it shows in the animated video case study they created to present their predictive mobile analytics technology to mobile marketers.

If you want to create a video like this, get in touch with any of the video animation studios we have listed in our blog, top-rated Houston-based animation studios , you should hire for your animated video projects.

4.  Hyatt

Probably, this is one video that’s entertaining apart from being informative.

In this video, Hyatt takes the safe route while yet sending a powerful statement. Watch how the video pivots to talking about Google and their new video ad distribution option at the midway point.

Google sees this strategy as a wonderful method to establish trust before introducing its own brand narrative to the world.

5.  Slack

Why it works: Pretend to be interested in your goods if you can’t (or won’t) use genuine ones.

Here, Slack has gone above and above in terms of imagination by providing a completely made-up scenario to show what can be expected when a tech business begins using Slack.

You can also show in great detail how to utilize the product and how it helps with a variety of difficulties while still being witty and irreverent in this approach.

6.  Cool Paal Flex

It’s pretty surprising to see how pharmaceutical product manufacturers are now investing in animated case study videos to connect with their potential customers and build the credibility of their brand.

The case study video narrates the story of how MissionPharma was requested to deliver insulins to their warehouse in Goma Democratic.

Due to some circumstances, they had to change their destination, which brought the issue of keeping the products at the right temperature while they were transported.

It was a pretty challenging task, but Cool Paal Flex stepped to the rescue – arrange high-performing bulk shippers.

The video showcases how the solution the company proposed to their client helped them in safely delivering their products.

This video has a great storyline, great use of color, and is visually appealing, which is why we thought it deserves a spot in our blog.

Helpful resources for readers looking for animation studios:

• Reputable 3D animation agencies you can work with.

Creating Case Study Videos – Hiring the Video Experts

Well, the heading says it all.

Video production is not an easy task at all. You might not know or have a clue about the fact that a video goes through three processes (pre-production, production, and post-production), then you get the final results.

No matter what video style you choose, like live-action or animation, the process is the same.

If you don’t have the right set of skills, then outsource your video to any video production studio. If live-action video style works for you, then give a read to our listicle blog, video production companies NYC serving people across the globe.

Or, if you like the animated video style more, which is pretty evident why you can also hire video animation experts.

Animation is something that not everyone can do. If you find a company that offers video production services, it’s not necessary that they can offer animation services, too, like cel-animation 2D animation or 3D animation services .

There are some other studios who are solely providing top-notch video animation services like us. Not bragging, but our work speaks volumes.

You can go and check out our portfolio to witness our work yourself.

Go One Step Ahead with Case Study Videos

As you know, using case studies for marketing is a common practice in the digital world because it’s proven case studies help in spreading awareness and building credibility.

If you already have a massive number of loyal customers in your hand, you can ask them out to join hands with you, stand in front of the camera and tell the world how amazing you are.

If they truly value and trust you, you’ll get an unbelievable response.

If you’re camera shy and not ready to do it yourself, then, BuzzFlick is here all set to jump in and help you produce impeccable case study videos.

An animation enthusiast who enjoys explaining complex animation techniques, mediums, and videos. Her love for animated films drives her. In her spare time, she enjoys watching animated films from Pixar, Disney, and Illumination productions.

The Finest 21 Video Animation Services Providers of 2024

Disrupting a Saturated Market: The Key to Making Your Startup Stand Out

Get Video Animation at Reasonable Prices at BuzzFlick! Get A Quote!

How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

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Blog Graphic Design

15+ Professional Case Study Examples [Design Tips + Templates]

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?

Business Case Study Examples

Simple case study examples.

• Marketing Case Study Examples

Sales Case Study Examples

• Case Study FAQs

What is a case study?

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]

Marketing Case Study Template

A marketing 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 marketing 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 marketing 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 study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a 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

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]

28 Case Study Examples Every Marketer Should See

Published: March 08, 2023

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

What is a case study?

A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.

There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

Fill out the form below to access the free case study templates.

Free Case Study Templates

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

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

You're all set!

Click this link to access this resource at any time.

There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.

Marketing Case Study Examples

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

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

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

Key Learnings from the HubSpot Case Study Example

• Give the case study a personal touch by focusing on the CEO rather than the company itself.
• Use multimedia to engage website visitors as they read the case study.

2. " The Whole Package ," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.

Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.

Key Learnings from the IDEO Case Study Example

• Split up the takeaways of your case studies into bite-sized sections.
• Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.

3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."

The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.

Key Learnings from the Awario Robotics Case Study Example

• Create a table of contents to make your case study easier to navigate.
• Include a bulleted list of the results you achieved for your client.

4. " Chevrolet DTU ," by Carol H. Williams

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.

They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.

Key Learnings from the Carol H. Williams Case Study Example

• If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
• Use a mixture of headings and subheadings to guide users through the case study.

5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.

Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.

Key Learnings from the Fractl Case Study Example

• Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
• Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.

6. " The Met ," by Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.

Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.

If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.

Key Learnings from the Fantasy Case Study Example

• You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
• Include a CTA at the bottom inviting visitors to contact you.

7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.

Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.

Key Learnings from the App Annie Case Study Example

• Feature quotes from your client at the beginning and end of the case study.
• Include a mention of the product right at the beginning and prompt users to learn more about the product.

8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.

The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.

Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Key Learnings from the Think with Google Case Study Example

• A case study doesn’t need to be long or complex to be powerful.
• Clear data points are a quick and effective way to prove value.

9. " In-Depth Performance Marketing Case Study ," by Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.

The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.

The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.

Key Learnings from the Switch Case Study Example

• If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
• Close with a CTA page in your case study PDF and include contact information for prospective clients.

10. " Gila River ," by OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.

And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.

Key Learnings from the OH Partners Case Study Example

• Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
• Always close out with your achievements and how they impacted your client.

11. " Facing a Hater ," by Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.

Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.

Key Learnings from the Digitas Case Study Example

• If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
• Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

12. " Better Experiences for All ," by HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.

What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.

HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.

Key Learnings from the HermanMiller Case Study Example

• Close out with a list of products that users can buy after reading the case study.
• Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.

13. " Capital One on AWS ," by Amazon

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.

This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.

Key Learnings from the Amazon AWS Case Study Example

• Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
• Consider including external articles as well that emphasize your client’s success in their industry.

14. " HackReactor teaches the world to code #withAsana ," by Asana

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.

For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."

Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:

"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."

Key Learnings from the Asana Example

• Include quotes from your client throughout the case study.
• Provide extensive detail on how your client worked with you or used your product.

15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.

Key Learnings from the Amp Agency Example

• Open up with a summary that communicates who your client is and why they reached out to you.
• Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.

16. " NetApp ," by Evisort

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.

This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.

Key Learnings from the Evisort Example

• Place the focus immediately on your client by including a snapshot of their company.
• Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.

17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.

Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.

The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.

Key Learnings from the Cloudflight Case Study Example

• Don’t be afraid to get technical in your explanation of what you did for your client.
• Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.

18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.

Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.

Key Learnings from the Textel Case Study Example

• Include your client’s ROI right in the title of the case study.
• Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.

19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.

Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.

Key Learnings from the Happeo Case Study Example

• Consider writing the entirety of the case study from the perspective of the customer.
• Include a list of the features that convinced your client to go with you.

20. " Red Sox Season Campaign ," by CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.

At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.

Key Learnings from the CTP Case Study Example

• Include a video in the heading of the case study.
• Close with a call-to-action that makes leads want to turn into prospects.

21. " Acoustic ," by Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.

The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.

• You don’t need to write a lot to create a great case study. Keep it simple.
• Always include quantifiable data to illustrate the results you achieved for your client.

22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.

Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.

The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.

Key Learnings from the Apptio Case Study Example

• Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
• Include the takeaways from the case study right at the beginning so prospects quickly get what they need.

23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."

The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.

Key Learnings from the Zendesk Case Study Example

• Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
• Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.

24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.

This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .

Key Learnings from the Biobot Case Study Example

• Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
• Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.

25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."

Key Learnings from the Gartner Case Study Example

• Feel free to keep the case study short.
• Include a call-to-action at the bottom that takes the reader to a page that most relates to them.

26. " Bringing an Operator to the Game ," by Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.

The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.

Key Learnings from the Redapt Case Study Example

• Highlight the turning point for both you and your client during the solution-seeking process.
• Use the same structure (including the same headings) for your case studies to make them easy to scan and read.

27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.

Key Learnings from the Convoso Case Study Example

• List the results of your work right at the beginning of the case study.
• Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.

28. " Ensuring quality of service during a pandemic ," by Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.

For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.

Key Learnings from the Ericsson Case Study Example

• Link to product pages throughout the case study so that readers can learn more about the solution you offer.
• Use multimedia to engage users as they read the case study.

Start creating your case study.

Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.

A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.

Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

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

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3 Ready-to-Use Case Study Video Templates

• Written by: Rishabh Pugalia
• Updated: January 9, 2024

Did I miss any points? Let’s connect on LinkedIn .

Popular Searches:

• Testimonial Video Templates
• SaaS Case Study
• Testimonial Video Examples
• Video Testimonial Services
• Video Testimonial Tool
• Customer Video Testimonials

How can we effectively show the success of the product/service achieved to increase credibility for the brand?

This can be done with case study videos. They provide a clear picture of what kind of results your product has achieved. These videos follow a timeline, starting with identifying the problem, finding solutions, and getting to the outcomes.

A compelling case study video highlights your brand and gives prospects valuable insights. They show the use cases and provide metrics that prove the product value proposition .

According to Upliftcontent , case studies are the #1 effective marketing tactic to increase sales, and almost 40% of SaaS marketers say that case studies are very effective at increasing sales.

Case studies generally come in written format, featured in a separate section on your website, and included in newsletters, and webinars. But they can be easily turned into video content through content repurposing .

The process can be simplified using case study video templates. These templates come with a ready-made structure , making it easier to create impactful case study videos. These templates help you save time and effort in creating a video.

Before creating a case study video or choosing a video case study template, here are a few questions you might have.

• What sets the product apart from its competitors?
• And how can we show these differentiators effectively in the case study video?
• What specific metrics show the real impact of the solution on customers’ businesses?

Before creating a case study video, let’s first know what it is and why it’s beneficial for our businesses.

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

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

What is a Case Study Video?

A case study Video goes beyond conventional marketing. It focuses more on benefits and results rather than in-depth product features.

Case study videos show the success achieved using the product/service. They answer questions prospects might have before making a purchase. They show how using the product can benefit the business.

These videos are highly credible as they discuss real customer stories from problem to solution to post-purchase results. They also show how your product easily collaborates with different tools, highlighting its compatibility and effectiveness.

Prospects relate to stories and experiences more than just statistics. It assists them in their decision-making process.

FURTHER READING

• 5 Game-Changing Case Study Design Services You Need to Check Out
• 5 SaaS Case Study Examples to Motivate You (SaaS Growth)

Why are Case Study Videos Important?

Case studies are subtly persuasive and give prospects an idea of what results they can expect from your product. You can:

• Place them on your website.
• Share it with your email lists .
• Share them on social media.
• Use them in sales presentations.

1. Provides credibility

Case Study videos show the benefits and results of using your product or service. They cut through mere marketing claims and discuss the benefits in detail.

2. Relatable Scenarios

Case studies often present scenarios that match the target audience. When prospects see similar situations , they will be intrigued and consider you to solve their problem.

3. Authenticity

Case study videos are realistic, believable, and not exaggerated. This increases trust in the brand and its product/service.

4. Confidence Building

Seeing successful outcomes for other companies helps prospects feel more confident in expecting similar results for their business.

Click here to learn more.

How are Case Study Videos Structured?

An effective case study video has a specific outline. For the ease of production, you can use case study video templates.

1. Introduce the Client

Provide a brief introduction of the client, including their name, the company they work for, as well as their job role.

2. The problem faced

Explain the challenges and pain points the client faced before purchasing your product. This gives context to the rest of the video.

3. Their previous attempts to solve the problem

Discuss the previous solutions they have tried before approaching your brand. This gives you a chance to highlight the USP of your brand .

4. Your product/service

Highlight your product benefits and explain how it addresses the problem. Give details about how and for what purpose the product or service was used.

Show the outcomes and results achieved by the customer after implementing your solutions. Include any statistics and graphs showing KPI improvements.

We know how to sell your story using your product UI

Include a CTA (Call to Action) – it can be as simple as viewing another case study or directing them to “Contact us”. This gives prospects a clear idea of the next step .

Here are a few case study video examples:

A. Content Beta’s case study on Kissflow

Challenge: To perfect onboarding.

Solution: Content beta helped Kissflow with the script, storyboarding, voiceovers, and video editing

Making a video for B2B & SaaS products needs a different mindset.

B. Gong’s case study on HubSpot

Challenge: Scale and support its coaching culture.

Solution: Reduce new rep ramp time, increase rep productivity, and gather rich customer insights for different teams.

C. Hubspot’s case study on Avison Young

Challenge: Low adoption of the CRM system among brokers, impacting productivity.

Solution: Transition to HubSpot as the global CRM simplified processes, increased adoption to 90%, and improved efficiency with forecasting and senior leader involvement features.

3 Case Study Video Template

A case study video template provides a framework for effectively presenting the solution and the goals achieved.

1. The Problem-Solver Template

The video case study template discusses the key problem the client was facing and the adverse impacts on their business(high costs and decreased efficiency). Explain how you solved the problem and the results achieved.

Introduction: Company’s Intro

Shot 1: Introduce the client and add the logo.

Voiceover: Narrate about the client and their company – what work they do and the date of establishment.

Visuals: Customer video introduction, stock footage of business environment

Scene 1: The Company’s Challenge

Shot 1: List the challenges faced.

Shot 2: How it was affecting the business.

Voiceover: Narrate the problems faced before implementing the solutions and describe their impacts on productivity and management.

Visuals: Executives looking concerned, stock images of graphs and charts, disorganized data flows

Scene 2: The Research

Shot 1: Searching for a brand that provides solutions.

Voiceover: Narrate previous experiences and how they found your brand

Visuals: Stock footage of online research.

Scene 3: The Solutions Offered.

Shot 1: Approach followed, e.g., Design thinking (Empathize, Define, Ideate, Prototype, and Test)

Shot 2: Solutions (product/service)

Shot 3: Focus on major improvements observed after using your product.

Voiceover: Narrate why this approach was used and how useful the product was in solving the problem.

Visuals: Sketching ideas on a whiteboard, teamwork, product’s UI.

Scene 4 - Results

Shot 1: Use various statistics (graphs, percentages), specify the metrics(numbers), and show the impact of the product.

Shot 2: Show customer satisfaction (Include a quote).

Voiceover: Narrate how the metrics and results improved after solution implementation. Also, discuss potential future collaboration.

Visuals: Montage of specific metrics, satisfied clients

2. The Comparison Template

This case study video template discusses the before and after scenarios of using the product. This emphasizes the benefits of using your products.

Introduction: Client’s Intro

Shot 1: Introduce the client and show their industry expertise.

Voiceover: Date of establishment, founders, and core offerings

Visuals: Client introduction video, company logo, stock footage of work environment, and team collaboration.

Scene 1: The Problem

Shot 1: List the problems faced and how it was affecting the company.

Voiceover: Talk about the challenges faced and how they disrupted the smooth functioning of the organization.

Visuals: Executives looking concerned, stock footage of changes in percentages.

Scene 2: Before and After Comparison

Shot 1: Split screen comparing Before and After charts.

Shot 2: Emphasize the benefits observed after solution implementation.

Voiceover: Narrate the experiences before and after solution implementation.

Visuals: Comparison montage of before and after scenarios, comparison tables, or graphs.

Scene 3: Problem Identification and Solution Implementation

Shot 1: Implementation and use cases of the product/service.

Voiceover: Narrate how useful the product was in solving the problem.

Visuals: Stock footage of teamwork, snippets of the product’s UI.

Scene 4 - Results and CTA(Call to Action)

Shot 1: Use tables to show growth metrics(numbers) and the impact of the product.

Shot 2: Add a short CTA and contact information at the end of the video.

Voiceover: Narrate the significant improvement seen with the solution. Mention an increase in percentages and metrics.

Visuals: Satisfied clients, visuals of data analytics dashboards, charts, and graphs

3. Data-Based Case Study

This case study video template discusses efficiency, growth, and performance gains after partnering with your business.

Shot 1: Logo, an overview of work, mission, and values.

Voiceover: Narrate about the company’s work, mission, and history.

Visuals: Customer introduction video, stock footage of the office environment.

Scene 1: Problem Identification through Data

Shot 1: Problems and areas that needed improvement, backed by statistics and relevant data.

Shot 2: Effects on the business.

Voiceover: Narrate the challenges observed and what are the goals they want to achieve.

Visuals: Stock footage of numbers dropping or fluctuations in business performance

Scene 2: Impact Assessment

Shot 1: Comparison charts and metrics.

Visuals: Comparison tables or graphs.

Scene 3: Solution Implementation

Shot 1: How the solution is implemented and its contribution to improvement in overall workflow and productivity.

Voiceover: Narrate how the company benefited from using the product.

Visuals: Stock footage of customer satisfaction and automated workflows.

Shot 1: Use various graphs and percentages to show the impact of the product.

Shot 2: Predictions or projections based on the success of the implemented solution, showcasing the potential for future growth.

Shot 3: Add a short CTA and contact information at the end of the video.

Voiceover: Narrate how satisfied the client is with the improvements in KPI.

Visuals: Charts and graphs with predictions, Stock footage of CTA demonstration

How to Choose the Best Questions for Your Case Study?

Choosing the best questions for your case study video will help gather valuable information. Based on the main goal, choose a case study video template. Or you can design your video case study template with the help of the information collected.

Questions should focus on key issues, product benefits, and the result metrics . A few questions to ask for a case study video are:

• What is the key issue the client was facing?
• What effects did it have on efficiency and workflow?
• What were the previous approaches to solving the problem?
• What exactly do they use the product for?
• What stood out in the product/service?
• What specific product feature was most helpful for the client?
• What kind of results did you notice after using the product?

Before choosing the questions, select the right client. The chosen client should match:

• Choose a client who closely resembles your target customer group .
• The work done for the client should be replicable for other prospects.
• The chosen client should be able to provide sufficient metrics to show the impact and effectiveness of your product.
• Ensure the client is okay with being part of the case study and has given permission to use their info.

Case study videos show the practical benefits of your product or service with measurable results or data. This provides credibility and shows how effective your solutions are.

Case study video templates can make the process much easier. These templates are ready to use and help you create videos quickly.

A case study video should include the client’s introduction, the problem, the solution provided, and the results achieved. The case study video template can help you create the video in the proper format.

This organized approach helps your audience understand the success story, making your offerings more trustworthy and impactful.

A case study video should be less than 2 minutes. This duration helps keep the information precise and to the point.

Yes, you can customize these templates for different clients by making minor changes and adding relevant information.

Yes, these templates can be used for both video and written case studies.

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How to Make Video Case Studies Without a Production Team

Find out how to create engaging video case studies — no filming or editing experience needed — and share the results on all your marketing channels..

Steve Norall • July 05, 2023

Producing video case studies can be a demanding process of storyboarding, scripting, interviewing, and editing with a Hollywood price tag that would quickly burn through the marketing budgets of most businesses.

We experienced the pain of shelling out tens of thousands of dollars for just one video , which is why we founded Vocal Video. With our platform, you can create an impactful, memorable, and versatile case study video quickly and easily — without the film crew, location scout, or suite of editing software.

Vocal Video case studies are clean, engaging, and easy to follow. Most importantly, our video production process foregrounds the authentic voice of a real customer as they tell the story of how your business helped them succeed. This connection can build trust and drive conversions more effectively than any expensive effects.

Check out this example from a Vocal Video user to see how effective our video case studies can be.

Here, we’ll explain how to…

Choose interview questions that generate the best answers for your videos.

Create a case study video in three easy steps.

Generate written case studies to use alongside your video and increase the return on your investment.

Publish and share your videos with your audience on your website, in social media posts, and through popular messaging channels.

Ready to get started? Sign up for a free Vocal Video account today to start making and publishing case study videos.

How to Make a Powerful Case Study Video

A great case study video has a relatable speaker, data to back up the claims they’re making, and a structure that shows how your company was key to solving the problem the customer faced.

One of the best things to say in a testimonial video is a three-act, “before, during, and after” account of how your business addressed a pain point your clients can relate to — and how you made a lasting difference. You can make this story easier for potential customers to digest by asking the respondent to speak about their experience at each stage of the process.

1. Address the Problem

When you’re planning your case study videos, start by asking yourself who your ideal customer is and what problems they face. Use this knowledge to prioritize which customers you ask to record a case study video.

If a lot of people are struggling with an issue, and there are few potential solutions on the market, your case study can be extremely compelling. To emphasize how beneficial your product or service can be, ask your respondent to explain the issues they were facing before they discovered your business.

Try questions like:

• What was the main challenge you needed to overcome with [your business]?
• What problem was your company dealing with before [your business]?

2. Present the Solution

Once you’ve established the problem that needed to be solved, you can show how your business was able to help the respondent.

Questions like, “How did [your business] help resolve this challenge?”, or, “Could you describe a time that [your business] helped to overcome this problem?” , are a good place to start.

You might also find it helpful to ask the respondent to talk about how easy it was to implement your product or how enjoyable it was to work with your team.

3. Prove the Results

This section of the video persuades the viewer that the respondent’s positive experience can be repeated. You should focus on how much better the respondent feels now than they did in the situation they referenced in the first part of the video. If they have a continuing relationship with your company, or if they’re now loyal to your brand, get them to mention it here.

Try a question like “What has been the most significant impact of working with [your business]?” to encourage a detailed and thoughtful response. In addition, you might ask them to describe their experience in three words (and explain why they chose those three).

Ideally, your customer will also be able to give data to prove how much your business has helped them. Survey results, quotes from management, or statistics about increased sales or web traffic can be extremely helpful.

Check out our guide to writing the best customer testimonial questions , watch our 7-minute explainer video , or read on to find out how case study video templates make the process easy.

Vocal Video: Video Case Study Creation Made Easy

With Vocal Video, you can create and publish a case study video in three simple steps :

• Customize a case-study-specific video collector to reflect your brand.
• Send the collector to the customers whose stories you want to share.
• Publish an automatically edited case study video (that you can lightly edit if you want) wherever you touch base with your audience (e.g., your website, emails, social media).

Let’s look at this process step-by-step.

1. Guide Customers through the Questions with a Video Collector

Vocal Video case studies and customer stories are built around authentic user-generated video content gathered with our customizable video collector. The video collector is the interface that will “interview” your customer and record their responses.

When you want to start collecting case study videos, head to your Vocal Video dashboard and create a new video collector for your campaign. Start from scratch or go to “New Video Collector” and choose from one of more than 45 industry-specific templates.

Example: B2B Case Study Video Collector

One of the best templates to use for case studies is the B2B Case Study video collector . The pre-set questions make it easy to create a case study with a strong three-act structure.

Vocal Video users keep coming back to this template to record their own videos because the concise questions encourage the respondent to give helpful details while staying on message and holding the viewer’s attention.

Other Video Case Study Templates to Try

As well as the B2B Video Case Study template, you can try out another testimonial or customer success story template to create different types of case study videos.

The Customer Testimonial Videos template asks clients to describe your product in three words, explain how it helped them, and compare it to other products or services on the market.

The Ecommerce Testimonial Videos template focuses on a customer’s experience with your product and your company.

The Employee Video Testimonials template focuses on how your company has helped your staff to develop in their careers. As another use case, this can also provide a useful success story for recruitment .

The Customer Success Story Videos and Sales Success Story Videos templates can produce case studies to motivate and inspire your team.

The template for B2B Review Videos invites the respondent to talk about the challenges your product helped them overcome and explain the most significant impact your service has had.

The Real Estate Testimonial Videos template is designed specifically for real estate brokerages and teams, and individual realtors that need testimonials or case studies from their clients to use on websites and social media.

2. Choose the Right Customer to Contribute to a Case Study

When you’re happy with your collector, send it to the customers you want to feature.

A good case study candidate is approachable and comfortable on camera, but they don’t need any special skills, experience, or equipment to contribute. We’ll generate a URL that takes them straight to the collector. They’ll be able to open the link and record their video on a mobile device or with their webcam without downloading or installing any additional software.

It’s best to ask for case study videos from clients you think your audience will relate to, people who have authority in your field, or influencers with followers in the same demographic as your target audience.

You can send the link by email, post it to your social media pages as an open call for customer stories, or use the link to make your video collector a permanent feature on your website that allows customers to record a case study video at any time. In the dashboard for your video collector, you can also add an incentive — like a discount or entry into a prize drawing — to encourage more people to record a video.

We recommend using a 3-touch email sequence to request testimonials from your happy customers.

• The pre-ask , where you introduce the customer to the idea of recording a case study video and let them know how quick and easy the process is with Vocal Video.
• The invitation , where you send the link to respondents who said yes and give a preview of the questions they’ll be asked.
• The reminder , to follow up with people who received the link to the collector but haven’t recorded their case study yet.

You can read more about our proven email sequence — including a full template text to use —  in the Vocal Video Help Center.

Whenever someone records a case study video, you’ll get a notification that the video has arrived, automatically edited and ready to share, in your library .

3. Edit the Videos to Add More Context and Data

Using Vocal Video to make video case studies means you can skip the time and expense of working with a professional editor to put your case study videos together. You won’t even need to install a video editor like DaVinci or Creative Cloud. Vocal Video makes the process quick and intuitive by automatically editing the video response and giving you easy-to-use tools to tweak the results.

With automatic editing, your case study video arrives in your library with:

• Your logo and brand colors to identify the case study with your company
• Question cards and animations for smooth transitions between scenes
• Text overlays to identify the respondent.
• Subtitles so the video can be viewed without sound, and the option of using a full AI-generated transcript to support the video
• Music from our selection of royalty-free tracks

Here’s an example of a video that shows the best video editing features in action:

Vocal Video’s editing suite also lets you change the way your video case study looks and sounds. You can reorder the scenes, add clips from other speakers, trim the clips, or try out different themes, colors, fonts, and music.

You can also use these editing tools to show the viewer extra data to back up the information your respondent has given.

When you click “Add Scene” in the video editor, you’ll have the choice of adding video footage from your files, a clip from another speaker who recorded a video with your collector, or a slide with text.

Text slides can give extra context to set up the beginning of your case study, or you can use them to show statistics, data, graphs, or surveys to prove the results your customer saw when they worked with you.

You can adjust the scene length — which is the amount of time the viewer has to read the information — and the text slide will be smoothly integrated into the video with our animated transitions to create a great video case study that makes a professional and convincing impression.

When your video is finished, you’ll be able to share it with your audience on social media, on your website, or with your mailing list (more on how to do this later) .

Generate Helpful Written Case Studies in Seconds

Our research shows marketing teams that use video testimonials see a significant lift compared to those who use written marketing materials alone. This being said, there are some great reasons to use written case studies alongside the videos you produce with Vocal Video.

For example, written case studies let you…

• Include quotes from customer stories in the printed marketing materials you distribute by mail or in person.
• Make the case study pages of your website more accessible for people using text readers
• Make it easier for people scanning your website to find the information they need.
• Include a cluster of keywords related to your product in a text that can be crawled by search engines, helping to increase organic traffic to your website.

With Vocal Video, you can access an automatically generated transcript to speed up the process of creating written case studies. This makes it quick and easy to generate a blog post, news item, or PDF of your customer’s story, letting you take a two-for-one testimonial writing approach to using your case studies in your marketing.

Every video arrives in your library with a complete, AI-generated transcript. You can edit the transcript in the Vocal Video dashboard before copying or downloading it to use on the platform of your choice. What’s more, Vocal Video’s localization ability means that videos recorded in 23 different languages can be transcribed in full.

As a final flourish, you can use your favorite line from the transcript as an eye-catching featured quote and present your case study as a video card. Our video cards are great for home pages, landing pages , signup pages , or testimonial galleries. The featured quote acts as a teaser to encourage people to watch the video in full, or as a summary for those who can’t watch right now.

Take a look at this video card with a featured quote from the transcript above.

Find out how to grab attention with testimonial cards in the perfect format for your website.

Use Vocal Video Case Studies at Every Point in Your Marketing Efforts

Case study videos are a versatile resource for your video marketing team. Because they use the authentic voices of your satisfied customers, they’re one of the best ways to convince potential customers of the benefits of your product and build trust in your brand — whether you use them on a permanent website page or in social media marketing campaigns.

With versatile options for sharing and embedding, Vocal Video makes it simple to share case studies on all your digital marketing channels.

Embed Case Study Videos on Your Website

Many B2B companies have a permanent case study section on their website. Take a look at the video examples in this case study gallery from Vocal Video users Atlas Cloud .

For each case study, Atlas Cloud seamlessly embeds the customer story they collected with Vocal Video on the webpage.

It’s easy to add testimonials to your own website when you generate them with Vocal Video, even if you’ve never coded before.

Once you’ve published a video from your dashboard, go to “Embed” and decide whether you’d like to embed just the video (as Atlas Cloud did above) or if you’d like to make a video card with a featured quote.

Once you’re happy with the preview, click “Copy Embed Code” and paste the code we generate for you into a new HTML block on the page where you want the case study to appear.

Remember, you can also copy and paste the full transcript of your video to create a dedicated case study website page.

Send High-Quality Case Study Videos to Your Customers’ Inboxes

To send your case study videos to your customers, publish the video and then go to “Share” to see your options.

Let’s start with sharing the URL for the public Vocal Video page where your video is published.

You can edit the URL and give the video a new title, or simply copy the link we generate for you. This is a great way to share your videos in marketing emails, newsletters, or on internal messaging platforms like Slack. When they click the URL, your customer will be taken to the public page, where they can watch the video in full and — if the subtitles are turned on — read the full transcript underneath.

You can see these features in action on the public page for this testimonial for Hexmodal .

Post Case Study Videos on Social Media

Vocal Video makes it easier to find new clients by sharing case studies with your audience on social media. After you click “Share,” simply head to Facebook, Twitter, or LinkedIn, write a caption to introduce your video, and post.

For example, the Product-Led Alliance shares Vocal Video testimonials from their employees as part of their LinkedIn marketing strategy.

If you would rather share your video case study as a Reel on Facebook, on your Instagram profile, on TikTok, or on YouTube, Solo, Team, and Pro Vocal Video plans also give you the option of downloading your videos to add to any of these popular platforms.

Vocal Video: An Easy and Affordable Case Study Video Solution

With Vocal Video, you can create beautiful and compelling video case studies to increase brand awareness and reflect the value you bring. Our templates and customization features create videos with the structure and data that makes professionally produced case study videos stand out, giving you a polished and effective marketing tool without the associated price tag.

With Vocal Video, building case studies to use in your video marketing strategy is as simple as:

• Choosing from one of our customer success story templates to guide your customers through the recording process.
• Customizing the video responses to clarify how your product helped the customer.
• Sharing effective case study videos across all your platforms, in a variety of beautiful formats, to reach a wider audience.

Sign up for a free Vocal Video account to create convincing case study videos today — no credit card required.

Steve Norall

Product strategy, marketing, customer success (oh, and CEO too).

Try the faster, easier way to create testimonial videos.

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Case Study Samples

From written success stories to video testimonials, check out some of our best case study examples.

One story. Multiple assets. Maximum ROI.

We specialize in turning one customer success story into a full campaign of content, purpose-built for your strategic sales and marketing activities.

So you can meet your leads where they’re at with case study formats that perform best in that situation.

Without any of the heavy lifting.

Show me examples of cases studies that are…

Remote video testimonial examples.

Capture your client's success story completely remotely, with music, motion graphics, optional captions and more for a polished final video.

Distinguished Programs

Searchlab digital.

>> Details on our remote testimonial video process <<

On-Location Video Testimonial Examples

High production quality meets total convenience. Put your customers in the best possible light with a powerful testimonial video shot on site.

>> Details about on-site video testimonial services <<

Transform audio-only interviews into powerful video collateral you can use in ads, social, and beyond. Delivered in square, landscape, and portrait sizes for Instagram, YouTube, and other social channels.

Written Case Study Examples

Different lengths, layouts, and levels of detail empower you to share one story across the entire buyer’s journey.

Narrative case studies are written deep-dives driven by customer quotes.  Up to 1,500 words; tons of detail.

How our clients use Narratives:

• Lead magnets
• Blog content
• Account-based selling
• Conference handouts
• Staff training
• Repurposing into testimonials

Summaries, but detailed enough to be dangerous. Traditional case study layout, and up to 650 words.

How our clients use Snapshots:

• Onsite summaries
• Portfolio pieces
• Lead nurturing
• Printed handouts

Slide decks are written and designed to be presented live or embedded in ads.

How our clients use slide decks:

• Sales meetings
• Presentations
• Attaching to RFPs
• Outreach emails

Ultra-short summaries for time-starved prospects and quick conversations.

How our clients use one-sheets:

• Cold outreach
• Gated lead-gen
• Account based selling
• Printed leave-behinds
• Social posts

Reads like a feature piece on your client and showcases every juicy quote. Great as more casual blog content or newsletter material.

How our clients use this format:

• Blog or newsletter content
• Cross-promo content
• Organic social content

Get more eyeballs, clicks, and conversions from your stories. Sized for Facebook, Twitter, LinkedIn, Instagram, and more.

How clients use social images:

• Community posts
• Blog post banners
• Onsite callouts

>> Click for details on our case study writing services <<

Let's talk through your goals, budget, and ideal formats.

Free tracking template:, how to capture video, testimonials at live events.

Free Report:

The big list of 100 ways to use your case studies.

If your case studies and video testimonials live only on the customer success page of your website, you’re missing out. You can do  SO MUCH MORE  with these versatile assets.

Get our actionable guide to using case studies across your sales and marketing funnel (and beyond) to wring out every ounce of value.

Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. Taylor Guitars and Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

3. EndeavourX and Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. ActiveCampaign and Zapier

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. Ironclad and OpenAI

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. Shopify and GitHub

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . Zoom and Asana

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

11. KFC and Contentful

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. Intuit and Twilio

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. Spotify and Salesforce

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

15. Chipotle and Hubble

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

16. Hudl and Zapier

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

How Hudl uses automation to create a seamless user experience

How to make your case studies high-stakes—and why it matters

How experts write case studies that convert, not bore

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Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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Methodology

• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Prevent plagiarism. Run a free check.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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Ibm cloud case study.

In today’s digital world, many companies are turning to cloud computing to improve their operations. Cloud computing offers various benefits, but it also comes with its challenges. In this blog post, we’ll examine a case study from the IBM Cloud Case Studies site to understand how one company benefited from using IBM Cloud, along with the advantages and disadvantages of cloud computing.

Chosen Case Study: “Transforming Financial Operations with IBM Cloud”

The chosen case study focuses on how a financial company improved its operations by using IBM Cloud. It talks about how the company faced challenges with managing large amounts of data and needed a solution to make their operations more efficient. By implementing IBM Cloud services, the company was able to streamline its processes, improve data security, and enhance customer service. Ultimately making operations much smoother.

Advantages of Cloud Computing:

• Scalability: Companies can easily scale their resources up or down based on their needs, allowing for flexibility and cost savings.
• Cost-Efficiency: Cloud computing eliminates the need for companies to invest in expensive hardware and infrastructure upfront, reducing overall IT costs.
• Accessibility: Cloud services can be accessed from anywhere with an internet connection, enabling remote work and collaboration.
• Automatic Updates: Cloud providers regularly update their services with new features and security patches, relieving companies of the burden of manual updates.
• Disaster Recovery: Cloud platforms offer built-in disaster recovery solutions, ensuring that companies can quickly recover their data in case of emergencies.

Disadvantages of Cloud Computing:

• Security Concerns: Storing data on third-party servers raises concerns about data security and privacy breaches.
• Downtime Risks: Companies are reliant on their cloud service provider’s uptime, and any downtime can disrupt operations and affect productivity.
• Internet Dependency: Cloud computing requires a stable internet connection, which may not be available in all locations.
• Vendor Lock-In: Migrating from one cloud provider to another can be challenging and costly, leading to vendor lock-in.
• Compliance Challenges: Companies must ensure that they comply with industry regulations and data protection laws when using cloud services.

If I were working for the company in the case study, I would carefully consider the pros and cons of the IBM Cloud solution. While IBM Cloud offers many benefits such as scalability, cost-efficiency, and security features, it’s essential to assess whether it meets the company’s specific needs and requirements.

Factors such as data sensitivity, regulatory compliance, and budget constraints would influence my decision. If the IBM Cloud solution aligns with the company’s goals and addresses its challenges effectively, I would agree with its implementation. However, if there are significant concerns regarding security, downtime risks, or compliance issues, I might seek alternative solutions or additional safeguards.

In conclusion, while IBM Cloud and cloud computing, in general, offer numerous advantages for companies, it’s crucial to weigh the benefits against the potential drawbacks and make informed decisions based on the specific context and requirements of each organization.

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Zoning and density - case study examples for article

Linda C. Reeder FAIA 3 days ago

Ivan contreras aia 2 days ago, daniel gerard steger aia 2 days ago, matthew s. hutchins aia 2 days ago, mark mcdonald assoc. aia 17 hours ago.

Robert B. Ross AIA 2 days ago

Matthew s. hutchins aia 16 hours ago, 1.  zoning and density - case study examples for article.

Municipalities around the country are revising zoning regulations to increase density in an effort to address housing shortages. Have you designed an ADU or other residential project that takes advantage of zoning revisions that increase density? Have you discovered unintended consequences of these zoning revisions related to residential projects? In either case, I would like to hear about your project or experience at  [email protected] . I am collecting case studies and information for possible inclusion in a magazine article. Thank you!

2.  RE: Zoning and density - case study examples for article

As a residential Architect / Builder, I am very interested in this topic. It is a great opportunity to mitigate shortages in housing, by effectively increasing allowed density, as well as reducing suburban sprawl.

In the US, municipalities are only slowly starting to adopt the mixed-use concept. It will be long before they start discussing minimum density (not maximum).

For some weird reason, I was drawn to learn about the finance side of things. 

At a housing summit in Washington DC, last year, I spoke with someone from Fannie Mae, to try to understand how an ADU gets financed. The answer was, whether attached or detached, unequivocally, the ADU cannot be a second mortgage, it must be a refi. It was also said that this refi would take into account the credit of the applicant, as well as the economic viability of the ADU. 

So, on one hand, you now have an opportunity to make a part of your house an income-producing property, yet on another, you would have to relinquish your favorable mortgage rate to a new higher rate

Once again, we see policies that do not favor the middle class or below. The policies could/should be an integral part of fighting gentrification and being able to stay in your neighborhood.

Another idea came up: someone could rent an empty piece of his/her lot to have a tiny home installed, which did not belong to the homeowner, but to a third party, who could rent the home and pay rent to the homeowner for using the land.

------------------------------ Ivan Contreras, LEED AP, AIA CONTRERAS MUNOZ & CO Miami FL ------------------------------ Original Message Original Message: Sent: 03-27-2024 10:12 AM From: Linda Reeder Subject: Zoning and density - case study examples for article

Municipalities around the country are revising zoning regulations to increase density to address housing shortages. Have you designed an ADU or other residential project that takes advantage of zoning revisions that increase density? Have you discovered the unintended consequences of these zoning revisions related to residential projects? In either case, I would like to hear about your project or experience at  [email protected] . I am collecting case studies and information for possible inclusion in a magazine article. Thank you!

------------------------------ Linda Reeder FAIA New Haven CT ------------------------------

3.  RE: Zoning and density - case study examples for article

Linda, I have not designed an ADU...yet!  However, I think you may find what Boston is doing rather interesting.  Check out their ADU zoning program here -   Additional Dwelling Unit Program

The city is attempting to expand the program as well - Expanding ADU Access in Boston

4.  RE: Zoning and density - case study examples for article

We have designed 50+ We also have a pre-approved plan that has been used in Seattle 15-20 times. We also help cities and towns recognize barriers and rewrite their ADU code to reduce those barriers. Washington state allows ADUs to be sold independently of the primary residence if you create a condominium association which we've done.  Big fan and I'm happy to talk.  Email me at [email protected]

5.  RE: Zoning and density - case study examples for article

At the most fundamental level, zoning changes allowing ADU's and similar additions, reduces affordability for first-time and low-income buyers. Zoning that allows higher density on a property and the ability to rent spaces, increases the value of the property to investors, who price out first-time buyers and low-income. It increases available rental opportunities which only slow rental price increases. All of the proposed housing solutions have the same effect. When rental income restrictions are enacted, investment in rental properties drop, reducing the quality of housing. Too many times the complexity of problems is ignored in favor of single-point actions that cannot achieve the desired outcome.

6.  RE: Zoning and density - case study examples for article

I've designed ADU's but think there application to create affordable housing is minimal at best. Most of the ADU's that I'm aware of actually end up as short term rentals, further exacerbating the problem. The size requirement imposed by most municipalities would not support a small family. Families are the ones most being affected by a lack of affordable housing options. I would look to the revision of single family zoning to include small 6-8 unit apartments within a single family district as a step in the right direction and a more impactful way to address the issue. 

7.  RE: Zoning and density - case study examples for article

Linda--Seattle builds nearly 1000 ADUs per year--It is one of the most popular forms of new housing here because:

New residents can live in excellent established neighborhoods, with walkable access to neighborhood amenities like parks, schools and local businesses that need new customers. 

They can be rented or purchased at a lower price point than a traditional larger new detached house. I would never call ADUs 'affordable' per se, because they cost more per foot than other types, and aren't subsidized or have fixed rent typically, but they are way less than houses. It is silly to demand ADUs be price controlled for lower income folks when we'd never do that for adjacent single-family houses on the open market.  

There is very little impact on neighboring properties. In 15 years of building ADUs, I've never had a complaint, however I have had tons of neighbors inquire about building one themselves! 

Today's household sizes are getting smaller (Seattle's is 1.83 people), and smaller DADUs serve many people who don't need as much house.

They serve multigeneration households really well, as well as those aging in place (the AARP has been a huge proponent of ADUs for a decade because the smaller houses in often more walkable neighborhoods are better for the lifestyle needs of our silver wave of downsizing seniors). About 1/4 of our ADUs were built for the grandparents, sometimes by the grandparents on the adult kid's parcel.  

Because zoning changes to allow them are citywide, property taxes don't increase just because cities institute ADU programs. Cities do get to leverage those new residents to make other contributions to the tax base like sales tax etc. 

Honestly for me, the only downside is that ADUs are not the vehicle for addressing housing crisis--they're just a little too bespoke, and as one-offs don't have enough impact given the scale of the challenge. We actually need way more flexibility with middle housing types like multiplexes and townhomes if we want to scale up urban housing production beyond what we see in the current large apartment building market.  

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Effectiveness of Autumn 2023 COVID-19 vaccination and residual protection of prior doses against hospitalisation in England, estimated using a test-negative case-control study.

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Introduction The last COVID-19 vaccine offered to all adults in England became available from November 2021. The most recent booster programme commenced in September 2023. Bivalent BA.4-5 or monovalent XBB.1.5 boosters were given. During the study period, the JN.1 variant became dominant in England. Methods Vaccine effectiveness against hospitalisation was estimated throughout using the test-negative case-control study design where positive PCR tests from hospitalised individuals are cases and comparable negative PCR tests are controls. Multivariable logistic regression was used to assess vaccine effectiveness against hospitalisation with the test result as the outcome, vaccination status as the primary exposure variable of interest and confounder adjustment. Results There was no evidence of residual protection for boosters given as part of previous campaigns. There were 28,916 eligible tests included to estimate the effectiveness of the autumn 2023 boosters in those aged 65 years and older. VE peaked at 50.6% (95% CI: 44.2-56.3%) after 2-4 weeks, followed by waning to 13.6% (95% CI: -11.7-33.2%). Estimates were generally higher for the XBB.1.5 booster than the BA.4-5 booster, but this difference was not statistically significant. Point estimates were highest against XBB sub-lineages. Effectiveness was lower against both JN.1 and EG.5.1 variants with confidence intervals non-overlapping with the effectiveness of the XBB sub-lineages at 2-4 weeks for EG.5.1 where VE was 44.5% (95% CI: 20.2- 61.4%) and at 5-9 weeks for JN.1 where VE was 26.4% (95%CI: -3.4-47.6%). Conclusions The recent monovalent XBB.1.5 and bivalent BA.4-5 boosters provided comparable and good protection against hospitalisation, however there was evidence of lower VE against hospitalisation of these boosters against JN.1.

Competing Interest Statement

The Immunisation Department provides vaccine manufacturers (including Pfizer) with post-marketing surveillance reports about pneumococcal and meningococcal disease which the companies are required to submit to the UK Licensing authority in compliance with their Risk Management Strategy. A cost recovery charge is made for these reports.

Funding Statement

This study did not receive any external funding.

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I confirm all relevant ethical guidelines have been followed, and any necessary IRB and/or ethics committee approvals have been obtained.

The details of the IRB/oversight body that provided approval or exemption for the research described are given below:

The study protocol was subject to an internal review by the UK Health Security Agency Research Ethics and Governance Group and was found to be fully compliant with all regulatory requirements. As no regulatory issues were identified, and ethical review is not a requirement for this type of work, it was decided that a full ethical review would not be necessary. UKHSA has legal permission, provided by Regulation 3 of The Health Service (Control of Patient Information) Regulations 2002, to process patient confidential information for national surveillance of communicable diseases and as such, individual patient consent is not required to access records.

I confirm that all necessary patient/participant consent has been obtained and the appropriate institutional forms have been archived, and that any patient/participant/sample identifiers included were not known to anyone (e.g., hospital staff, patients or participants themselves) outside the research group so cannot be used to identify individuals.

I understand that all clinical trials and any other prospective interventional studies must be registered with an ICMJE-approved registry, such as ClinicalTrials.gov. I confirm that any such study reported in the manuscript has been registered and the trial registration ID is provided (note: if posting a prospective study registered retrospectively, please provide a statement in the trial ID field explaining why the study was not registered in advance).

I have followed all appropriate research reporting guidelines, such as any relevant EQUATOR Network research reporting checklist(s) and other pertinent material, if applicable.

Data Availability

This work is carried out under Regulation 3 of The Health Service (Control of Patient Information; Secretary of State for Health, 2002) using patient identification information without individual patient consent as part of the UKHSA legal requirement for public health surveillance and monitoring of vaccines. As such, authors cannot make the underlying dataset publicly available for ethical and legal reasons. However, all the data used for this analysis is included as aggregated data in the manuscript tables and appendix. Applications for relevant anonymised data should be submitted to the UKHSA Office for Data Release at https://www.gov.uk/government/publications/accessing-ukhsa-protected-data.

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Trump must 'immediately desist' from targeting judge's daughter, prosecutors say

The request comes after Trump targeted the daughter of the judge in his NY case.

Two days after former President Donald Trump targeted the daughter of the judge overseeing his New York hush money case on social media, lawyers for the Manhattan district attorney have asked Judge Juan Merchan to clarify the case's limited gag order and "direct that defendant immediately desist from attacks on family members," according to a letter sent to the judge.

"[T]his Court should make abundantly clear that the March 26 Order protects family members of the Court, the District Attorney, and all other individuals mentioned in the Order," said the letter, which was sent to the judge Thursday.

"Furthermore, the Court should warn defendant that his recent conduct is contumacious" -- i.e., stubbornly or willfully disobedient -- "and direct him to immediately desist," the letter said.

MORE: Judge in New York hush money case places limited gag order on Trump

On Tuesday, Merchan issued a limited gag order prohibiting Trump from making comments about potential witnesses in the case, as well as jurors, lawyers, court staff, and their families. The order permitted Trump to continue making public comments about both Judge Merchan and Manhattan District Attorney Alvin Bragg.

The following day, Trump railed against the gag order on his social media platform and criticized Merchan's daughter for a social media post that a court official said was not posted by her.

"So, let me get this straight, the Judge's daughter is allowed to post pictures of her 'dream' of putting me in jail, the Manhattan D.A. is able to say whatever lies about me he wants, the Judge can violate our Laws and Constitution at every turn, but I am not allowed to talk about the attacks against me," Trump wrote.

A court officials later said the supposed post from the judge's daughter was a "manipulation of an account she long ago abandoned."

In a letter sent on Thursday, prosecutor Joshua Steinglass asked Merchan to clarify the gag order in light of Trump's referencing Merchan's daughter.

"The People believe that the March 26 Order is properly read to protect family members of the Court. But to avoid any doubt, this Court should now clarify or confirm that the Order protects family members of the Court, the District Attorney, and all other individuals mentioned in the Order," the letter said.

Steinglass argued that "multiple potential witnesses" have expressed "gave concern" about their safety, and Trump's post could influence the participation of witnesses ahead of the April 15 trial.

"That is, potential trial witnesses and prospective jurors who are not currently the subject of defendant's invective will likely fear having themselves and their family members be subject to similar attacks," the letter said. "This fear is not hypothetical: in the course of preparing for trial, multiple potential witnesses have already expressed grave concerns to the People about their own safety and that of their family members should they appear as witnesses against defendant."

Trump's defense attorney Todd Blanche responded to the request by arguing that Trump's posts were permitted based on terms of the limited gag order, which does not explicitly prohibit statements about Merchan's family.

"The express terms of the gag order do not apply in the manner claimed by the People," Blanche wrote. "Contrary to the People's suggestion, the Court cannot 'direct' President Trump to do something that the gag order does not require."

Trump last April pleaded not guilty to a 34-count indictment charging him with falsifying business records in connection with a hush money payment his then-attorney Michael Cohen made to adult film actress Stormy Daniels just days before the 2016 presidential election.

Jury selection for the trial is scheduled to get underway April 15 in New York City. The former president has denied all wrongdoing.

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