What to Consider When Preparing Your Case Study

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What to Consider When Preparing Your Case Study
The case study writing process includes written planning and information structuring. In this first step, you have to identify your subject, considering how much does the customer or organization uses your product or service.

Also, think about how long they’ve been using this and if they had a positive result that would make a good story. Your sales team could suggest who might be willing to participate.

Ask for an authorization to talk about it. You can write a permission letter to do this and here is a template you can adapt to your needs:

Hi, [name of person],

We are conducting a case study and my team would like to tell the story of [name of company]. Would you be interested in working with us to create a case study around the use of our product? Here’s a description of our process and what we would need from you.

The process begins with an interview: it could be at your office or by phone or video call. Our marketing team will build a story out of it. We would also need to use some email conversations — to gather extra information —, a high-resolution company logo, images of your team and your company office, and some stats — before and after you used our products and/or services.

Once the final draft is complete, we will send it over to you for review. We will also create a landing page and build a campaign around it. In the end, we will share the final story with you.

Best regards,

[SIGNATURE]

Then, you can schedule the interview and formulate questions to do it. Make sure that you have a way to document it — a recording device or even note-taking.

The questionnaire will help you get the necessary information to develop the story of your case study. Check out some potential questions below:

What does your company do?
What is your work process?
What are your goals as a business?
How long have you been using our product or service?
What problem did you experience before using our product or service?
Did your problem happen suddenly or did it occur over time?
Why did you select our product or service over a competitor?
What solutions did you try before you came to us?
What materials did you read or watch that influenced your decision?
How did our product/service solve a problem you were experiencing?
What tasks did our product or service simplify for you?
How much time did you save?
What tasks did our product or service eliminate?
What difficulties did you face in the transition process?
What advice do you have for anyone implementing our product into their work process now?
Could you share some data and metrics to demonstrate this success?
Structuring Your Customer Story For Utmost Engagement
Downloadable PDF is the most common study case format, but it could austria cell phone number list be shared as a website page section, a video, or a slide presentation.

Although the content itself is more important than the appearance, some rules could organize ideas to make reading more attractive and fluid. Check out which items are essential for this:

title: it should include the company or product name, identify the customer, and the result, but it must not exceed 67 characters;
executive summary: this is a section summarizing the content;
the subject: could be about the company or its product or service;
problem or challenge: what did the client have difficulty achieving before using your product or service;
solution: how did the company or product solve the problem or challenge;
results: describe the results and use statistics, if possible.
quotes: pick some quotes to feature in strategic parts of the case study;
plans: in the end, tell what your subject requires for the future.
CTA: not every case study needs a call to action, but this could induce the readers to pay attention to the website, or product.
Make your conclusion action-oriented: tell the reader what to do next and how to do it. You can use interactive content to make your case story format truly engaging.