case study template pdf

Free Case Study Templates

By Kate Eby | February 28, 2024

• Share on Facebook
• Share on LinkedIn

Link copied

We've collected free marketing case study templates for marketing managers, project coordinators, business strategists, and sales teams. Use these templates to organize and showcase your case studies for problem-solving and data analysis.

Simple Case Study Template

Download a Sample Simple Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

Download a Blank Simple Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  This simple case study template available with or without sample copy has a straightforward, user-friendly format. It's ideal for junior marketers or entry-level associates who are just starting to write case studies. This template is also perfect for situations that require a quick, clear understanding of the basics.

Notable Template Features:  This simple case study template sports an easy-to-follow structure, focusing on the essentials without overwhelming the user with complex details. It features fundamental sections such as  Introduction, Challenge, Solution, and  Results , laid out in an intuitive, no-frills manner. 

While a marketing case study template showcases strategy outcomes, a  business case template evaluates broader business impacts.

Single-Slide Case Study Presentation Template

Download a Sample Single-Slide Case Study Presentation Template for  PowerPoint | Google Slides  

Download a Blank Single-Slide Case Study Presentation Template for PowerPoint | Google Slides  

When to Use This Template:   Ideal for sales representatives and quick-paced meetings, use  this single-slide case study presentation template to deliver a concise yet impactful presentation.

Notable Template Features:  The standout feature of this template is its ability to condense the entire case study into one slide. If you want some guidance on formatting, download the template with sample copy. This template differs from more elaborate versions by focusing on essential elements such as the problem, solution, and results.

Case Study Report Template

Download a Sample Case Study Report Template for  Microsoft Word | Google Docs  

Download a Blank Case Study Report Template for  Microsoft Word | Google Docs  

When to Use This Template:  Choose this case study report template when you need to create an in-depth, detailed analysis of a marketing case. It's especially useful for marketing managers and product managers who need to delve into extensive data analysis and provide a thorough overview of their findings. 

Notable Template Features:  The defining feature of this template — available with or without sample copy — is its detailed and comprehensive structure, which sets it apart from simpler formats. It facilitates an examination of complex cases, providing ample space for data presentation, detailed analyses, and in-depth discussions. This template is ideal for producing clear, professional, and exhaustive reports that cover every aspect of the case study in depth.

Data-Driven Case Study Template

Download a Sample Data-Driven Case Study Template for  Excel | Microsoft Word | Google Docs  

Download a Blank Data-Driven Case Study Template for  Excel | Microsoft Word | Google Docs  

When to Use This Template:  Utilize the data-driven case study template — available with or without example copy — to showcase the measurable outcomes and analytics of a case study. The template is ideal for marketers and analysts who want to emphasize the quantitative results and data-backed aspects of their strategies and campaigns. 

Notable Template Features:  This template emphasizes data visualization and metrics. It incorporates graphs, charts, and tables to present for a clear and detailed presentation of statistical information. Its strength lies in transforming complex data sets into understandable, visually engaging formats.

Marketing Case Study Template

Download a Sample Marketing Case Study Template for  Microsoft Word | Google Docs  

Download a Blank Marketing Case Study Template for  Microsoft Word | Google Docs 

When to Use This Template:  Turn to this marketing case study template to showcase marketing strategies, campaigns, and their outcomes. It’s particularly well suited for marketing managers, sales representatives, and content creators who aim to clearly illustrate the impact and success of their marketing efforts. 

Notable Template Features:  What sets this template apart is its focus on the storytelling aspects of marketing. Download the version with sample data to see how to structure the section on your company details, the challenge, and the solution.

One-Page Case Study Template

Download a Sample One-Page Case Study Template for  Microsoft Word | Google Docs

Download a Blank One-Page Case Study Template for  Microsoft Word | Google Docs

When to Use This Template:  Choose this one-page case study template to deliver a powerful message quickly and succinctly. The template is ideal for sales representatives and marketing managers who need to present a compelling, brief summary of a case study when time is limited and the impact is crucial, such as in sales pitches or high-stakes meetings.

Notable Template Features:  The hallmark of this template is its streamlined, one-page format, which sets it apart from more extensive options. Download the version with example text to see how it distills the case study into key highlights and results, presented in an easy-to-digest format. 

Check out this  article featuring free Google Docs case study templates for more options.

Problem-Solution-Impact Case Study Template

Download a Sample Problem-Solution-Impact Case Study Template for  Microsoft Word | PowerPoint | Google Docs

Download a Blank Problem-Solution-Impact Case Study Template for  Microsoft Word | PowerPoint | Google Docs  

When to Use This Template:  This problem-solution-impact case study template is effective for projects where you need to delineate a specific problem, outline the applied solutions, and discuss the subsequent effects. Download the version with sample text to see how to use the template to craft a case study with a logical flow and clear outcome. 

Notable Template Features:  This template's distinctive feature is its structured approach, dividing the case study into  Problem, Solution,  and Impact  sections. Unlike templates that might blend these elements together, this one provides a distinct, sequential framework.

In-Depth Analysis Case Study Template

Download a Sample In-Depth Analysis Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

Download an Blank In-Depth Analysis Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  Deploy this in-depth analysis case study template and delve into a complex case study. It's perfect for situations where a thorough understanding and comprehensive analysis of all aspects of the case are needed, such as in research-heavy projects, detailed marketing strategy reviews, or complex product development scenarios.

Notable Template Features:  This template — available with or without sample data — has an expansive and detailed structure. Use the  In-Depth Analysis section to thoroughly explore the various facets of the case, including situation analysis, stakeholder analysis, and a deep dive into relevant data and evidence. Unlike simpler templates, this one offers a platform for comprehensive dissection and examination of intricate case studies, providing space for a detailed problem-specific analysis (such as  SWOT or PESTLE).

Testimonial-Based Case Study Template

Download a Sample Testimonial-Based Case Study Template for Microsoft Word | Adobe PDF | Google Docs  

Download a Blank Testimonial-Based Case Study Template for Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  Utilize this testimonial-based case study template to emphasize the real-world impact and customer satisfaction of your service or product, especially in scenarios where customer experiences and endorsements are crucial. This template is ideal when you have strong, positive feedback from clients that can illustrate the benefits of your offerings. 

Notable Template Features:  This template focuses on customer testimonials. Unlike other case study formats, this one dedicates a significant portion to showcasing direct quotes and stories from clients. The sample-text version includes real-life examples and endorsements, demonstrating the practical benefits and satisfaction of your clients.

Key Elements in a Case Study Template

The key elements in a case study template include a clear title, executive summary, background information, and problem statement. They also cover objectives, solutions, results, and lessons learned to help you create a complete, engaging story of a project's success.  

The following elements help to structure a case study:   

• Title:  Add a concise and informative title that captures the essence of the case study. 
• Executive Summary:  Provide a brief overview of the case study, summarizing the problem, solution, and results. 
• Background Information: Include detailed context about the company, situation, or environment relevant to the case study. 
• Problem Statement:  Clearly define the challenge or issue addressed.
• Objectives: Outline what the case study aims to achieve or resolve. 
• Methodology or Approach: Describe the methods or strategies used to address the problem. 
• Solution: Detail the specific actions taken or solutions implemented to solve the problem. 
• Results: Provide quantifiable outcomes and data showing the impact of the solution.
• Analysis: Write a critical examination of the solution's effectiveness and the achieved results. 
• Visuals (Charts, Graphs, Images): These visuals should help viewers understand complex data and break up text-heavy content. 
• Testimonials/Quotes: Add credibility with direct quotes from clients, customers, or team members involved. 
• Challenges and Limitations: Discuss any obstacles faced during the project and how they were overcome. 
• Lessons Learned: Include any insights or knowledge gained from the experience. 
• Conclusion:  Summarize the main points, and restate the significance of the case study. 
• Call to Action (CTA):  Add content to encourage the audience to take a specific action, such as contacting the company or learning more about a service.

Types of Case Study Templates

Case study templates include single-slide overviews for quick summaries, in-depth analysis for detailed exploration, and customer testimonial templates that track the user's experience. Others focus on comparing strategies, showcasing data-driven results, and more. 

Here’s a list of case study templates:   

• Single-Slide Overview Case Study Template: Ideal for quick summaries, this template condenses the entire case study onto one slide, highlighting the problem, solution, and results. 
• In-Depth Analysis Case Study Template: Designed for detailed exploration, this template type has sections for background, market analysis, strategy implementation, and results. 
• Problem-Solution-Results Case Study Template: Structured around identifying a challenge, detailing the solution, and showcasing the outcomes, use this template when you want to take a narrative approach. 
• Data-Driven Case Study Template: Use this template to emphasize quantitative results and include charts and graphs to illustrate key metrics and successes.
• Testimonial-Based Case Study Template: This option uses customer reviews and testimonials to highlight real-world applications and satisfaction.

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

How to Write a Case Study: Bookmarkable Guide & Template

Published: November 30, 2023

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

Case Study Definition

Case study templates, how to write a case study.

• How to Format a Case Study

Business Case Study Examples

A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

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

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Why write a case study? 

I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies. 

1. Explain Complex Topics or Concepts

Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.  

2. Show Expertise

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with. 

3. Build Trust and Credibility

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.

4. Create Social Proof

Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see. 

All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be. 

How long should a case study be?

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words. 

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience. 

Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one. 

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

Tell us a little about yourself below to gain access today:

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

• Get started with case study templates.
• Determine the case study's objective.
• Establish a case study medium.
• Find the right case study candidate.
• Contact your candidate for permission to write about them.
• Ensure you have all the resources you need to proceed once you get a response.
• Download a case study email template.
• Define the process you want to follow with the client.
• Ensure you're asking the right questions.
• Layout your case study format.
• Publish and promote your case study.

1. Get started with case study templates.

Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study's objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

• Complying with government regulation
• Lowering business costs
• Becoming profitable
• Generating more leads
• Closing on more customers
• Generating more revenue
• Expanding into a new market
• Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.

Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let's break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

• A clear explanation of why you are creating this case study and how it will be used.
• A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
• An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
• A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.

A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you're asking the right questions.

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

• What are your goals?
• What challenges were you experiencing before purchasing our product or service?
• What made our product or service stand out against our competitors?
• What did your decision-making process look like?
• How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Here are the sections we suggest, which we'll cover in more detail down below:

• Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
• About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
• How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
• Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
• Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.

Format for a Case Study

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

Image Source

The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:

• State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
• State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
• Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.

The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.

2. Subtitle

Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.

The above example reads:

“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”

We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.

3. Executive Summary

The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.

The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.

In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.

4. About the Company

Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.

Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.

In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.

5. Challenges and Objectives

The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.

In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.

Take the above example from design consultancy IDEO:

“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”

We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.

6. How Product/Service Helped

This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.

Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.

In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.

The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.

We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.

8. Supporting Visuals or Quotes

Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.

Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.

In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.

9. Future Plans

This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.

Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.

10. Call to Action (CTA)

Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.

It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot

What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

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

2. "New England Journal of Medicine," by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.

3. "Designing the Future of Urban Farming," 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, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."

Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook's Mercedes Benz Success Story

Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.

Don't forget to share this post!

Related articles.

7 Pieces of Content Your Audience Really Wants to See [New Data]

How to Market an Ebook: 21 Ways to Promote Your Content Offers

How to Write a Listicle [+ Examples and Ideas]

28 Case Study Examples Every Marketer Should See

What Is a White Paper? [FAQs]

What is an Advertorial? 8 Examples to Help You Write One

How to Create Marketing Offers That Don't Fall Flat

20 Creative Ways To Repurpose Content

16 Important Ways to Use Case Studies in Your Marketing

11 Ways to Make Your Blog Post Interactive

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

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Case Study Template

• Content Marketing Templates

Craft an incredible case study the easy way with this free case study template (available in Word, Google Docs and as a PDF). Whether you want to use your case study as a piece of blog content, or as a sales tool to close more clients, this template will give you everything you need.

Download the Case Study Template

The Digital Marketing Templates Library

Download as Microsoft Word

Download as PDF

Open as Google Doc

Why Use a Case Study Template?

Case studies are one of my favorite types of content. They’re useful like a how-to guide. But they’re backed up with proof to show that the steps actually work.

Plus, bloggers LOVE linking to case studies. Why? Because they contain real numbers. Case studies also get a lot of social media shares (people love to share a good story) In fact, one of my most popular posts ever is when I first introduced the Skyscraper Technique . And it’s a case study.

Now: I’ve written a lot of case studies over the years. And I’ve noticed that there’s one particular structure that works like a charm. Every time.

So I created a template to help me bang out case studies FAST. Now, rather than staring at a blank page, I just whip out my tried-and-true template and start filling in the blanks. Starting today, you’ll be able to do the same.

What’s Included

Here’s what’s included in this case study template:

• The 3 major components to any winning case study: How to capture your audience’s attention, make them want to read the entire thing, and get them to share your post when they’re done.
• How to write your case study: What to include, what to leave out, and where to put everything in order.
• Paint-by-numbers walkthrough of every section of your case study: From the “setting the scene”, outlining the results, wrapping things up and more.

How to Use This Template

• Identify an accomplishment you’d like to highlight, whether your own or someone else’s (like a friend or client’s)
• Download the free Case Study Template on this page
• Follow the instructions in the template and fill in the blanks, adding plenty of detail
• Paste the template into the content editor of your website, format it and add images
• Publish and promote your case study

How to Make Sure Your Case Study Gets the Attention It Deserves

94% of all blog posts have 0 external links . Using a template will help you nail the fundamentals of your case study. Which is important. But if you want to attract lots of links and social shares, you’ll need to go above and beyond.

• Spend lots of time on your title. After all, people will only click through and read if your title draws them in. I include two things in every case study title: a very specific result with a number (like “How I Increased My Organic Traffic 652%”) and another detail that provides context and makes it more impressive (like “in 7 Days”).
• Speaking of titles, for more social shares, use a title that’s 14-17 words long .
• Make your case study beautiful and easy-to-read. According to Nielsen Norman Group , good visual design is one of the best ways to make your content appear more trustworthy. Definitely use as many high-quality images as you can. But don’t forget about font. Go with a font that’s between 15 – 18 pixels for the body of your content.
• Create a new, “branded” name for the technique your case study covers. (I call this the Branded Strategy Case Study , which is itself a branded name.) Giving your technique a branded name makes people more likely to remember and link to your case study.
• See my Complete Guide to SEO and Content Marketing for more best practices to follow.

Here Are The Templates One More Time...

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

• Real Estate

Home » Business » Free Case Study Templates & Examples (Word, PDF)

Free Case Study Templates & Examples (Word, PDF)

A case study template is used to make a report of an event, problem, or activity in an effective way. With the help of this template, you don’t have to think that what to include in your report. However, you just have to focus on a person, group, or event you are studying.

Table of Contents

What is a case study?

Generally, a case study is a kind of research methodology and usually used in social sciences. If people do a case study then they have to study an issue from a real-life perspective. Moreover, such type of studies demands in detail analysis of a person, a group, or an event. You may also like Remote Work Policy Template .

Different Types of Case Study Templates?

There are different types of templates that you can use for your case study;

• Student case study template
• Nursing case study template
• Clinical case study template
• Basic psychology case study template
• Treatment injury case study template

In addition, you can also create these templates on your own or you can download them from any website. There are no specific formats for these templates. You have to create or download those templates that suit your own needs.

What are the benefits of using a case study in business?

Using case study in the business provides you several benefits such as;

• A case study assists you to influence customers more efficiently. It makes you able to raise awareness on how to fulfill the requirements of customers more efficiently.
• Next, the information in the report will help you to encourage empathy in its readers. If you use the real-life issues and then explain how your product solves those issues will encourage the customers to use your product.
• Moreover, when you discuss the customers’ issues and questions in your case study it shows that you care and understand the customers.
• With the help of this report, you can strengthen your brand. Hence, it depends on real-life situations, it becomes relatable. You can also develop an emotional relationship with your customers. Furthermore, this report shows that you have everything that customers need.
• Above all, you can use this report to create other written works for your business. You should also check Employee Clearance Form Template .

Basic Psychology Phase One Case Study Template

Blog and case study template, clinical case study template, community engagement case study template, firebird sql case study template, grow’s case study template, ibm case study template, jisc case study template, memorial hospital case study template, nursing case study template, school education case study template, social values and health priority setting case study template, student case study example template, ultimate case study template, how to write a case study.

Here are some guidelines that you bear in mind during or before writing a case study;

At first, you should identify what type of case study you are going to perform. You should strategize your case study well.

Next, in business, you have to pay attention to customers. If you are going to sell products or services, then think about your customers and their needs.

Most importantly, gather extensive knowledge about your project before making a case study. Without enough knowledge, you won’t be able to create an effective document. You may also see Employee Handbook Template .

If you want to present, the best side of your business then finds those customers who have the best experience with your product or services. Then, include their testimonials in your report.

In conclusion, case study templates make you able to create a study that surely makes your business stand out.

You May also Like

Sharing is caring!

I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.

Medical Case Study Template

Utilize our Medical Case Study Template for systematic documentation and analysis of patient cases, enhancing learning and clinical practice.

By Emma Hainsworth on Jun 03, 2024.

Fact Checked by Ericka Pingol.

What is a Medical Case Study Template?

A Medical Case Study Template is a systematic tool used primarily by healthcare professionals and students to document, analyze, and present individual patient cases. It serves as a structured guide, ensuring that all critical aspects of the case are captured and discussed in a standardized format. This includes patient information, clinical history, diagnostic assessments, treatments, and outcomes.

The template typically starts with a title and a brief abstract summarizing the case. It progresses through detailed sections covering patient demographics, symptoms, examination findings, and the results of any diagnostic tests. Treatment plans and their outcomes are also meticulously documented.

One of the key purposes of this template is educational. It facilitates learning by providing a comprehensive overview of real-life clinical scenarios, encouraging critical thinking and analysis. It's also used in medical research and literature to share clinical experiences and insights, contributing to the broader medical community's understanding of various conditions and treatments.

Using a Medical Case Study Template ensures a thorough and uniform approach to case documentation, which is essential for effective learning, discussion, and advancement in medical practice. It emphasizes the importance of detail and accuracy in clinical reporting, enhancing both educational value and patient care.

Printable Medical Case Study Template

Download this Medical Case Study Template used primarily by healthcare professionals and students to document, analyze, and present individual patient cases.

How does it work?

Here's a step-by-step guide to accessing and using our Medical case study template:

Step 1: Access and download the Medical Case Study Template

Click the link on this page to download and access the Medical Case Study Template. The template is available in a user-friendly PDF format, allowing for easy digital viewing and interaction.

You can print the template if a physical copy is preferred for note-taking or group discussions. This is especially useful in educational settings or during team meetings.

Step 2: Understand the structure of the template

Review the template to understand its various sections, which include patient information, clinical history, diagnosis, treatment, and outcome.

Note the specific details required in each section, such as demographic data, symptoms, test results, and follow-up care. Understanding these components is crucial for consistency and comprehensiveness in case documentation.

Step 3: Utilize the template for case documentation

Use the template to systematically record all relevant details of a patient case. This might be for educational purposes, research, or clinical documentation.

Regularly update the template with new information or follow-up details. This is important for tracking the case's progression and observing treatments' effectiveness.

Keep in mind that each patient case is unique. The template should be adaptable to accommodate the specificities of different medical scenarios.

Step 4: Review and share the documented case

Use the documented case for peer discussions, educational sessions, or team reviews. The structured format of the template facilitates easy sharing and collaborative analysis.

Encourage feedback on the documented case to enhance learning and improve clinical practices. The template can be a tool for reflective practice and continuous professional development.

By following these steps, healthcare professionals, educators, and students can effectively use the Medical Case Study Template for a range of purposes. This resource is invaluable for documenting individual cases and as a tool for education, research, and collaborative learning in the medical field.

Medical Case Study Example (sample)

We have provided a comprehensive example as a downloadable PDF to help users effectively utilize the Medical Case Study Template. This sample case study is a practical guide, demonstrating how to document and analyze a clinical case in a structured and detailed manner. It is especially useful for medical professionals, educators, and students in the healthcare field.

The Medical Case Study PDF Example, readily available for download and review, showcases the practical application of the case study template in a real-world clinical setting. The example features a case study highlighting how to systematically record patient information, clinical history, diagnostic assessments, treatment plans, and outcomes.

You can access this valuable resource by either previewing the sample provided below or clicking the "Download Example PDF" button. 

Download this Medical Case Study Template example:

When would you use this Template?

The Medical Case Study Template is an invaluable resource primarily used by healthcare professionals, medical students, and educators in various clinical and educational settings. Its application is particularly relevant and beneficial in several key scenarios.

Clinical education and training

Medical educators often use this template to teach students about real-life medical cases. It provides a structured approach to case analysis, encouraging students to examine all aspects of patient care, from diagnosis to treatment and follow-up. This methodical approach is crucial in developing critical thinking and diagnostic skills.

Peer learning and discussion

The template is used among healthcare professionals as a basis for case discussions, often in grand rounds or peer review meetings. It allows practitioners to present complex cases to colleagues, fostering collaborative analysis and discussion. This shared learning experience can lead to improved patient care strategies and a deeper understanding of rare or challenging cases.

Research and case reporting

When documenting unique or particularly instructive cases for medical research or publication, the Medical Case Study Template provides a comprehensive format. It ensures that all relevant details are systematically presented, making the case valuable for the wider medical community. This is especially important when contributing to medical journals or databases.

Quality improvement initiatives

In quality assurance and improvement activities within healthcare settings, this template can be used to analyze cases that highlight systemic issues or successes. It aids in identifying areas for improvement in patient care processes and protocols.

Personal professional development

For individual healthcare practitioners, the template serves as a tool for reflecting on challenging cases, allowing for self-assessment and continuous professional development.

Benefits of using this template ? 

Using a Medical Case Study Template offers several significant benefits:

• Standardized documentation: The template provides a uniform structure for documenting patient cases. This standardization is crucial for ensuring that all relevant details are consistently recorded and easy to find, which is particularly beneficial when multiple healthcare professionals review cases.
• Enhanced educational value: For medical students and trainees, the template is an educational tool that promotes a thorough understanding of clinical cases. It encourages a holistic view of patient care, encompassing diagnosis, treatment, and follow-up, and helps in developing critical thinking and analytical skills.
• Improved communication: When discussing patient cases with peers or in academic settings, the template aids in clear and concise communication. It ensures that all necessary information is presented in an organized manner, facilitating better understanding and discussion among medical professionals.
• Quality of care and patient safety: By systematically documenting and reviewing patient cases, healthcare providers can identify trends, successes, and areas for improvement in treatment protocols. This can lead to enhanced patient safety and overall quality of care.
• Facilitates research and publication: The template is invaluable for practitioners looking to publish case reports in medical journals. It ensures that the case is documented in a comprehensive and systematic manner, meeting the standards required for academic and research publications.
• Professional development: Regular use of the template encourages practitioners to reflect on their clinical practice, helping them to identify areas for professional growth and development.
• Consistency in case analysis: The template provides a consistent framework for analyzing and discussing patient cases. This consistency is essential for comparative analysis and for understanding the nuances of different cases.
• Time efficiency: With a set structure in place, healthcare professionals can save time in documenting and reviewing cases, as they do not have to create a new format each time.

Commonly asked questions

A Medical Case Study Template is a structured document used to record and analyze patient cases in a systematic and detailed manner. It helps in documenting patient history, diagnosis, treatment, and follow-up, ensuring all crucial aspects of the case are covered.

Medical professionals, including doctors, nurses, and therapists, as well as medical students and educators, can benefit from using this template. It's also useful for researchers and clinicians involved in case studies for publication or presentation.

The template ensures comprehensive documentation of patient cases, which aids in better understanding and analyzing the patient's condition and treatment outcomes. This thorough approach can lead to more informed and effective patient care strategies.

Related Templates

Popular templates.

Ethical Principles in Nursing

Download Carepatron's free PDF handout on Ethical Principles in Nursing, along with examples to help nurses navigate moral dilemmas in healthcare settings.

Gunshot Wound Treatment Guidelines Handout

Access Carepatron's free PDF download of gunshot wound treatment guidelines handout. Learn how to treat gunshot wounds and save lives properly.

Maudsley's Test

Defeat tennis elbow with precision using Maudsley’s Test. Overcome lateral epicondylitis and regain mobility!

Rapid Upper Limb Assessment

Learn about Rapid Upper Limb Assessment with examples on our site. Get Carepatron's free PDF download today!

Therapist Bio Template

Keep a comprehensive Therapist Bio with our template and example, tailored to help you connect with potential clients.

Cluster of Laslett

Sacroiliac joint pain can be effectively managed when assessed with Cluster of Laslett's tests. Learn the diagnostic and treatment strategies.

Lever Sign Test

Discover the Lever Sign Test for ACL injury assessment. Learn how to conduct the test and interpret results with our comprehensive guide and free template.

2-2-3 Custody Schedule Template

Create a personalized parenting plan with our 2-2-3 Custody Schedule Template. Download one here for free!

Motor Assessment Scale

Carepatron's Motor Assessment Scale free PDF download provides a comprehensive understanding of motor assessment and give accurate diagnosis.

Gait Cycle Chart

Discover the importance of the Gait Cycle Chart, its phases, and how healthcare professionals can use our comprehensive template for effective gait analysis.

Knee Radiograph Results Template

Discover our comprehensive knee radiograph results template for diagnosing and managing knee conditions.

Foot Radiograph

Explore the various uses of foot radiographs, learn how to interpret them, and download our free example of a Foot Radiograph chart

Klumpke Palsy Treatment Guidelines Handout

Get the complete Klumpke Palsy Treatment Guidelines Handout & Example for free! Download Carepatron's PDF now and learn more about this condition and its treatment options.

Hawkins Classification Chart

Access to a free Hawkins Classification Chart and an example for your physical therapy practice. Learn how to use the chart to classify talar neck fractures.

Explore effective treatments for rotator cuff tears, learn about the Rent Test, and download our free template for precise assessments.

Explore the clinical insights and expertise on the Kim Test, an essential reading for medical practitioners seeking to enhance patient care.

Pediatric Sleep Questionnaire

Carepatron offers a free PDF download of a Pediatric Sleep Questionnaire example. Learn more about pediatric sleep patterns and behaviors through this guide.

Pneumothorax Nursing Care Plan

Discover essential information on creating nursing care plans for pneumothorax. Download Carepatron's free PDF example for reference.

Passive Compression Test

Get Carepatron's free PDF download on passive compression test with examples to enhance your understanding. Start learning now!

Cotton Test

Download Carepatron's free Cotton Test PDF template and get hands-on with cotton testing and examples.

Hypoglycemia Nursing Care Plan

Learn how to manage hypoglycemia effectively with Carepatron's comprehensive nursing care plan. Download a free PDF example today!

Anaphylaxis Nursing Care Plan

Explore effective anaphylaxis management strategies, symptoms, causes, and essential nursing interventions in our detailed guide.

Kohlberg Chart

Explore Kohlberg's theory of moral development through our detailed Kohlberg Chart. Understand the stages and download our free Kohlberg Chart template.

7 Areas of Life Goals Worksheet

Download our 7 Areas of Life Goal Worksheet template to effectively help clients set and track their personal and professional goals across key life areas.

List of Commonly Used Modifiers in Medical Billing PDF

Unlock precision in medical billing! Download our free List of Modifiers in Medical Billing PDF for accurate coding and improved reimbursements. Get it now!

Pain Management Guidelines (CDC Guideline for Prescribing Opioids for Chronic Pain)

Discover evidence-based Pain Management Guidelines designed to enhance patient care. Learn strategies for effectively diagnosing, treating, and managing acute and chronic pain.

Antibiotic Chart

Explore our Antibiotic Chart for effective treatment decisions and resistance management.

Fluid and Electrolyte Imbalance Nursing Care Plan

Learn about fluid intake, electrolyte balance, blood pressure, and nursing interventions for fluid and electrolyte imbalances. Download the free PDF now!

Ottawa Knee Rules

Our free template and comprehensive guide will help you discover how the Ottawa Knee Rules can help assess acute knee injuries, reduce unnecessary radiographs, and guide treatment.

Respiratory Failure Nursing Care Plan

Elevate your patient care skills and learn to create effective care for respiratory failure with Carepatron's Respiratory Failure Nursing Care Plan template.

Anxiety Nursing Diagnosis

Understand how nurses assess and manage anxiety, including patient interviews, observation, and the use of specialized tools in this comprehensive guide.

Chronic Kidney Disease Nursing Care Plan

Get comprehensive guidance on diagnosing and managing CKD. Download the Chronic Kidney Disease Nursing Care Plan for personalized patient support.

Adductor Squeeze Test

Explore the Adductor Squeeze Test with our detailed guide. Assess adductor muscle strength effectively and discover the benefits of using our template.

Rivermead Mobility Index

Explore the Rivermead Mobility Index with our comprehensive guide and template, designed to improve mobility assessment accuracy in clinical settings.

Moving Valgus Stress Test

Learn more about the Moving Valgus Stress Test to assess knee ligament stability and diagnose injuries in patients with knee ligament length instability or ligamentous laxity.

Explore the Dial Test template from Carepatron to accurately assess and document knee instability, enhancing diagnostic precision in clinical settings.

Quality of Life Assessment

Empower patients & improve outcomes! Learn how Quality of Life (QoL) assessments provide valuable insights & benefit patients. Download our free template now.

Vancouver Scar Scale

Utilize our Vancouver Scar Scale template for precise burn scar assessments, enhancing treatment accuracy and educational outreach in medical settings.

Kernig's Sign

Use our Kernig's Sign template to accurately diagnose meningitis in patients, ensuring prompt and effective treatment. Download now for a reliable clinical tool.

Kidney Stones Nursing Care Plan

Discover effective strategies for managing kidney stones with our Kidney Stones Nursing Care Plan. Download our free PDF.

Rule of Palm

Use our Rule of Palm template for quick and accurate burn size estimation, an essential tool for effective burn management and patient education.

Therapist Rate Increase Letter Template

Notify your clients about changes in therapy practice rates with our comprehensive Therapist Rate Increase Letter Template. Professional and transparent.

Supervision Template Social Work

Access Carepatron's free PDF of a supervision template for social work. Improve your social work practice with this helpful tool.

Arm Squeeze Test

Learn all about the Arm Squeeze Test with examples on our website. Get Carepatron's free PDF download today!

Impaired Urinary Elimination Nursing Diagnosis

This is a comprehensive guide on diagnosing and treating impaired urinary elimination, including symptoms, causes, and nursing interventions. Download now.

Thoracic Back Pain Red Flags Checklist

Understanding thoracic back pain: its causes, potential consequences, and red flags. Learn how to recognize symptoms with our Thoracic Back Pain Red Flags Checklist.

Choices and Consequences Worksheets

Use our Choices and Consequences Worksheets to teach children and young clients about responsible decision-making.

Patellar Pubic Percussion Test

Use our Patellar Pubic Percussion Test template for a straightforward, effective assessment of occult fractures, enhancing accuracy in clinical diagnostics.

Posterior Drawer Test (Knee)

Use our Posterior Drawer Test (Knee) template to assess PCL injuries accurately and enhance clinical documentation. Learn more about PCL injuries here.

Ankle Posterior Drawer Test

Assess and diagnose posterior talofibular ligament injuries with Carepatron's Ankle Posterior Drawer Test template, enhancing precision in clinical settings!

Social Worker Interview Questions

Preparing for a social worker interview? Access Carepatron's free PDF download with sample interview questions and get ready to ace your next interview.

Multiple Sclerosis Nursing Care Plan

Discover a comprehensive Multiple Sclerosis Nursing Care Plan for effective symptom management in MS patients. Download for free!

Marketing Plan for Private Practice

Carepatron's free PDF download can help you develop a comprehensive marketing plan for your private practice. Learn from real-life examples and boost your business today!

Cranio Cervical Flexion Test

Streamline your clinical assessments with our Cranio Cervical Flexion Test template. Perfect for evaluating neck muscle function efficiently and accurately.

Capillary Refill Test

Explore the Capillary Refill Test's clinical significance, methodology, and diagnostic applications in medical practice.

Tracheostomy Nursing Care Plan

Learn about creating a comprehensive Tracheostomy Nursing Care Plan through Carepatron's free downloadable PDF guide and detailed example.

Patient Testimonial Template

Gather effective patient testimonials using our Patient Testimonial Template. Share your patient's story to gain prospective patients.

C Section Nursing Care Plan

Download Carepatron's free PDF of a comprehensive C-section nursing care plan example and learn about effective nursing diagnoses for C-section patients.

Cirrhosis Nursing Care Plan

Take care of your patients confidently and use Carepatron's free comprehensive nursing diagnosis for cirrhosis PDF for expert guidance and support.

Nursing Theories

Whether a nursing student or a seasoned professional, our Nursing Theories List can deepen your understanding of essential theoretical frameworks in nursing practice. Download now!

Medicare Consent to Release Form

Download a free Medicare Consent to Release Form example. Ensure compliance with regulations when requesting beneficiary information. Simplify record-keeping with Carepatron.

Medical Collection Letter

Use our Medical Collection Letter template to craft an effective collection letter. Ensure prompt patient payment with ease.

Thought Model Worksheet

Unlock the benefits of cognitive restructuring with our Thought Model Worksheet, designed to enhance therapy sessions and improve mental health outcomes.

Color Blind Test

Explore our comprehensive guide on Color Blind Tests: understand types, benefits, and how to use our free template for accurate color vision assessment.

House Brackmann Scale

Explore the House Brackmann Scale, a crucial tool for assessing facial nerve function in clinical practice.

Supination Lift Test

Learn everything you need to know about the Supination Lift Test, including a step-by-step guide on how to perform it. Download a free PDF template now.

Ineffective Coping Care Plan

Discover examples of ineffective coping care plans and get Carepatron's free PDF download to help you understand how to address these issues in your care plans effectively.

Barlow Test

Discover the Barlow Test for early detection of hip dysplasia in infants, with detailed explanations on procedures, benefits, and how to use our comprehensive template.

Elbow Valgus Stress Test

Discover how to perform the Elbow Valgus Stress Test. Get a free PDF template and example in this guide to help you learn more about this stress assessment.

Patient Registration Process Flowchart

Streamline your patient registration with our easy-to-follow flowchart template, designed for healthcare professionals to enhance efficiency and patient care.

Fever Nursing Care Plan

Carepatron's free PDF download provides a template for nursing care planning. It helps you understand the nursing diagnoses associated with fever and how to provide adequate care for patients.

Differentiation of Self Worksheet

Try the Differentiation of Self Worksheet, which enhances emotional and relational health. Gain insights into personal development and improved interactions.

Migraine Treatment Guidelines

Learn effective Migraine Treatment Guidelines to relieve debilitating headaches and improve your quality of life.

DSM-5 Criteria for Mania

Explore DSM-5 criteria for bipolar mania, detailing symptoms, duration, and impairment, which are essential for understanding bipolar disorder diagnosis and treatment.

Thigh Thrust Test

Learn about the Thigh Thrust Test, a diagnostic tool in healthcare to assess hip joint pathology and potential causes of hip pain.

Balance Exercises for Seniors

Improve your balance and stability with these effective balance exercises for seniors. Download Carepatron's free PDF with examples and enhance your overall well-being today.

Cost Benefit Analysis Therapy

Explore the benefits of cost-benefit analysis therapy for decision-making in treatment—ideal for therapists and clients seeking practical problem-solving skills.

Nursing Diagnosis for Pneumonia

Explore our comprehensive guide on nursing diagnoses for pneumonia, including symptoms, treatments, and how our free template can enhance patient care.

Disturbed Thought Process Nursing Care Plan

Explore our detailed guide and free downloadable template for a Disturbed Thought Process Nursing Care Plan, including diagnosis, interventions, and nursing software solutions. Perfect for healthcare professionals.

Anxiety Thermometer

Download our Anxiety Thermometer template to track anxiety levels. Ideal for young people, parents, and educators. Free PDF example included.

Coaching Report Template

Explore our comprehensive Coaching Report Template to streamline your coaching sessions. Download our free full report template and elevate your coaching practice with Carepatron.

Ortolani Test

Learn about the Ortolani Test for detecting hip dislocation in infants, including the procedure, symptoms, and how to use our comprehensive test template.

Bunnell Littler Test

Learn how to perform the Bunnel Little Test for intrinsic tightness. Get a free PDF template and sample here.

Risk for Injury Care Plan

Download Carepatron's free PDF example of a risk for injury care plan to help assess and manage potential risks in healthcare settings.

List of Processed Foods to Avoid

Discover the extensive list of processed foods to avoid for a healthier lifestyle. Download Carepatron's free PDF guide now and take control of your diet.

Medicare Enrollment Period Chart

Get a free Medicare Enrollment Period Chart to help patients understand Medicare enrollment periods. Download the PDF template here.

Ruminating Thoughts Worksheet

Discover effective strategies to manage ruminating thoughts with our comprehensive worksheet, designed for mental health improvement and cognitive clarity.

Meningitis Nursing Care Plan

Access Carepatron's free PDF download of a Meningitis Nursing Care Plan and example to help with a nursing diagnosis for meningitis. Learn how to create an effective care plan for patients with meningitis.

Hypoglycemia Nursing Diagnosis

Learn about hypoglycemia nursing diagnosis and get Carepatron's free PDF download with examples to help you better understand and manage this condition.

Dyslexia Worksheets

Explore our Dyslexia Worksheets for effective reading, writing, and spelling support. Free examples are included for structured learning.

Dialysis Care Plan

Need help creating a dialysis care plan? Download Carepatron's free PDF and example to get started.

Coping Skills for Paranoia Handout

Carepatron's free PDF download teaches effective coping skills for managing paranoia. It also provides examples and strategies for healthily navigating feelings of paranoia.

Stop Think Act Worksheet

Empower your clients with our Stop-Think-Act Worksheet, designed to enhance emotional regulation and thoughtful decision-making in challenging situations.

Medicare Eligibility Age Chart

Unlock key insights into Medicare eligibility with our detailed age chart and comprehensive guides, perfect for healthcare professionals and the public.

Coleman Block Test

Streamline the process of documentation during a Coleman Block Test with a patient by downloading our Coleman Block Test template today!

Appointment Schedule Template

Streamline scheduling process, optimize time management, and enhance productivity. Organize your appointment schedules with our Appointment Schedule Template.

Osteoporosis Care Plan

Developing an osteoporosis care plan is essential for managing this condition effectively. Download Carepatron's free PDF example to learn more.

Trauma and the Brain: List of Techniques to Cope

Explore Carepatron's free comprehensive list of techniques to cope with trauma and understand the connection between trauma and the brain. Download it here.

Medicare Fact Sheet

Download a free Medicare Fact Sheet for your patients. Learn how Medicare works with our free template.

Addiction and the Brain: List of Therapies

Explore the relationship between addiction and the brain, learn about various therapies, and access a free PDF with examples of effective treatment strategies.

Glasgow Coma Scale

Access a free Glasgow Coma Scale Template for a structured assessment of consciousness and neurological function in patients.

Height Weight Charts

Learn about height-weight charts and their use in healthcare practice. Find out your ideal weight and stay healthy!

Normal Blood Sugar Levels Chart

Understand how a Normal Blood Sugar Levels Chart works. Get access to a free PDF template and example in this guide.

Doctors Note

Access our Doctor's Note Template to ensure a more organized approach when writing this document for patients.

Vegetarian Diet Plan

Learn the secrets of living a balanced vegetarian lifestyle. Download our Vegetarian Diet Plan Template and create a personalized plan for a healthier you.

Nutrition Intake Form

Make taking on new patients at your nutrition practice a breeze with our free and interactive PDF Nutrition Intake Form designed for dietitians and nutritionists.

Blank Authorization To Release Information Form

Learn how a Blank Authorization To Release Information Form helps protect patient privacy. Download a PDF template and example today!

Palliative Performance Scale

Learn about the Palliative Performance Scale and its application in hospice care. Download a free PDF template and follow our guide to using the PPS effectively.

Head-to-Toe Assessment Checklist

Use the Head-to-Toe Assessment Checklist to keep track of your patient's assessment. Download the free PDF template here.

Manual Muscle Testing

Improve patient assessment skills with our Manual Muscle Testing template. Download for free and easily record and interpret muscle strength results.

Join 10,000+ teams using Carepatron to be more productive

Free Printable Case Study Templates

Edit free case study template examples. include text, images, and graphics in a case study analysis template for your company or business school..

Customize with your information a case study format template . Edit it for free to adapt it to fields such as education, administration, or medicine - get a professional template for case study report !

Customize a business Case Study template

Create an elegant product case study template with simple clicks and a 100% online process. It stands out for its perfect design in formatting and information presented. You have text boxes for writing and different structures for an incredible visual presentation. At a glance, you will see that the content of your case study cover page template is valuable and worthy of attention.

You can create an  executive summary case study template from your phone, tablet, or computer without Photoshop or design knowledge. Just click on what you want to customize. Use high-quality icons, graphics, and photos to create your case study in natural sciences or marketing. Entering your data or modifying headings and paragraphs is as easy as typing a text message.

Also, customize report templates perfect for your company.

How to edit a digital marketing Case Study template

Discover how to create a case study template with Edit.org :

• Click on any case study structure template in this article to start editing it. At the end, you will find more case study document templates .
• Edit  the chosen  case study marketing template . Change colors and fonts and upload your company logo. Enter your texts and schemes.
• Save your changes in the personal cloud we created for you. At another time, you can update your document with the changes you want.
• Download  your  simple case study template as a high-quality JPG, PNG, or PDF for printing or sharing online.

Download your custom Case Study outline template

Case studies are essential for understanding specific situations. Professionals in different fields use these case studies to establish precedents in their business, analyze strategies, and understand the complexities of various contexts. These editable examples will help you create a solid report for your research.

Achieve an elegant presentation, a clean design, and a structured format that will make the report easy to read and understand. Get the information absorbed quickly and efficiently by students, business people, and the general public.

Printable free Case Study templates for your business

Adapt your design to different audiences by clicking the "resize" button. It is essential to ensure the message is clear and understandable to various audiences, from colleagues to customers to superiors.

Make readers understand the technical problems and look for the best innovative solutions. Practical examples allow professionals like you to analyze how specific new situations are implemented, as well as evaluate their impact and effectiveness.

Help adopt best practices and foster innovation in an ever-evolving world!

Printable Case Study report templates

Medical Prescriptions

• Get started

All the space you need to spotlight your business or product’s value including success metrics in Tome’s comprehensive Case Study template.

About this template

Capture the attention of potential clients with Tome’s Case Study template, designed to highlight the heavy-hitting impact your product had. Create a compelling narrative with a look at the successful metrics and hard numbers you drove in this case study alongside eye-grabbing headlines. Fill in details about the challenge you faced, key info on the target audience or customer base, and the solution you provided with the product built. There is ample space for punchy headlines and images to further illustrate your business and/or product.

Template outline

• Checkmark Overview
• Checkmark Highlight Statistics
• Checkmark Challenge
• Checkmark Solution
• Checkmark Result
• Checkmark Text-Only Layout
• Checkmark Image-Only Layout

Tell a powerful story

• Double Sparkle (tome icon) Editable with AI
• Text (tome icon) Beautiful typography
• Double Sparkle (tome icon) AI layout generation
• Page Portrait (tome icon) Narrative Guidance
• Multiple Pages (tome icon) Automatic mobile layout
• Reference (tome icon) AI reference sourcing
• Share (tome icon) Share or link anywhere
• Download (tome icon) Downloadable as a PDF
• Add Person (tome icon) Real-time collaboration

More templates

Consultancy Portfolio

RFP Response

User Research Plan

Seed Round Pitch Deck

Photo Album

1:1 Meeting

Product Design Review

Retro Theme

Expert tips, what is a case study.

A case study is an in-depth look at an individual or organization. Often they’re used to show the value of a product or service with real-life examples. Your company might walk potential customers through a breakdown of your current client’s success with a particular product. That can be a compelling way to market your products and grow your business.

Case studies are often found on company websites or white papers—or presented directly to potential clients. The key is creating an easily digestible document or presentation that succinctly conveys the value of your product or service. A case study template is a quick way to craft a compelling case study that’s ready to show to clients.

How long should a case study be?

Often a case study is a written document. This is the case when it’s embedded in a white paper or another promotional document. The traditional length for these case studies is 500–1,000 words. That length can provide enough detail without overwhelming the reader.

However, your case studies don’t need to be a full-length document. Instead, consider creating a visual presentation. This format can help you create a powerful narrative that’s going to stick with your audience. After all, images and numbers are more memorable. Utilizing them within your case study can help you capture the value you’re trying to show. Try this case study template to see how compelling your case study can become.

How to write a case study

Let’s dive into how to create your own case study using this Tome template.

Write a compelling headline.

• Start with a headline that immediately tells your audience exactly what they can expect. Think of it like an email subject line. You want to convey your main message in only a sentence—that way your readers understand exactly what’s inside even if they read no further. This case study template draws attention to the headline and makes it front and center.

Give an overview of the case study.

• Next up is the overview slide. This section is an opportunity to briefly summarize the main point of the entire case study. The overview is also your chance to introduce some key stats. Adding numbers is a powerful way to show the concrete value of your products. Potential buyers can see exactly what benefits the case study client experienced.
• The Tome case study template provides you with spaces for a brief paragraph, some key numbers, and context for the stats. It’s designed to give your clients a snapshot of the entire presentation.

Introduce the client.

• After setting the stage, it’s time to explain who the client in the case study is. Outline what they do and their target customers. You might even outline the demographics of their audience. Explain some key characteristics of their business strategy and how they were performing prior to working with your company. The Tome template provides an easy way to showcase your star customer.

Present the problem.

• Your products or services are designed specifically to solve problems. No case study is complete without explaining the challenge your client faced. That perfectly sets you up to illustrate exactly how your company can solve that problem.

Detail the solution.

• Once you’ve set everything up, it’s time to address how your product met the client’s specific needs. Outline your product details and how the customer utilized each one in their own business strategy. With Tome, you can add AI-generated images that make this section more impactful.

Show the results.

• Arguably the most important part of the entire case study is the results. This slide is where you sell your product. It’s where your audience sees how your product solves real-world problems. A well-made results slide can motivate your potential buyer to try your product because they can visualize what you can do for them. The Tome template makes this section the centerpiece of your entire presentation.

End with a call to action.

• Finally, give your audience something to do. After seeing the results, they’re likely motivated. Use that momentum and drive them to convert. You might encourage them to try a demo or to get in touch with your sales team. The Tome template provides an easy way to include your team’s information.

Transform your case study with AI

A well-designed case study can be a powerful tool to build your business and sell your services. It’s a way to show a potential buyer exactly what your team offers and the results they might expect. The key is creating an effective case study presentation. To save you time, Tome provides a case study template. This template gives you these advantages:

• Powerful AI that generates text and images
• Pre-built slides beautiful typography options
• Real-time collaboration and sharing capabilities

Improve your case studies with AI from Tome. Try the template.

Craft your next great idea.

Business Case Study Templates That Bring Stories to Life

Go beyond PDF and PowerPoint - use business case study templates that convert. Use themes and slides that take your presentation from boring to captivating.

Choose template by:

Our numbers don’t lie

Higher reader engagement

More case studies read in full

Longer reading time

Faster document creation

Want to see for yourself?

A business solution you can trust.

Types of business case study templates

1) The Problem-Solution Case Study Template

This type of template is used to highlight a problem and then show how you solved it. It can be helpful for showing off your skills and abilities as well as highlighting what makes you unique.

2) The Chronological Case Study Template

This case study template type is used to tell a story about a customer or client in order from beginning to end. This can be helpful for illustrating how you've helped someone in the past and what results they achieved.

3) The Comparison Case Study Template

This type of case study template allows you to compare and contrast 2 different things, such as products or services. This can be helpful for showing why your option might be better than your competitor’s or highlighting the benefits of using your product or service over the alternatives.

Why these case study templates are better than any PDF or PPT templates

PDF and PPT are static, boring, and hard to read, while our templates are interactive, memorable, and easy to follow. They achieve this by being story-lead web-based, scroll-based, mobile friendly documents that prospects can read, any time, anywhere, and on any device.

Yet, most companies create their case studies in PDF or PPT file formats. These formats were never meant to be read like modern internet users consume content. PDF was meant for print on paper and PowerPoint was meant for slide projectors.

Both are frustrating to read using mobile devices, computers, and tablets. They are blunt instruments that will suffocate your pipeline. It’s high time for a change. Reengage your readers with Storydoc.

What makes a good business case study template?

A good case studies template follows a specific user story that resonates with a targeted segment of your audience. Case study templates should be built around a problem that’s uniquely relevant to a client segment. And they should lead the reader from problem to resolution with the help of your solution.

A good case study template has slides tailored to present the user journey from problem to resolution with graphs, tables, numbers, and quotes showing real-world examples of before and after your company came to the aid.

What should a case study template include?

When writing a case study , it is important to include all the necessary information in order for readers to understand the situation and follow the user story.

Business case study templates should include 5 main chapters:

• Introductory overview: think of it as an executive summary of the whole document. Introduce the subject of the case study and the main objectives.
• The problem: walk your readers through the business problem or an obstacle the project described in the case study was aimed to solve.
• The solution: explain how you approach solving the problem and provide detailed examples of what you did. If possible, link to relevant assets that better illustrate the project.
• The results: ideally, you’ll want numerical metrics here so that it’s 100% clear how the case you’re describing impacted the bottom line of your client.
• Next steps: outline how the insights acquired from the project influence future activities.

Pro Tip: Whenever possible, include quotes and testimonials in your business case studies. According to Nielsen’s report, 70% of people trust reviews and recommendations from strangers. Another study by DemandGen found that 97% of B2B buyers think user-generated content (such as reviews) is the most reliable form of marketing communication.

For more information about how to write each part of a case study, visit our dedicated guide: How to Write a Case Study ➜

Create your case study designed for storytelling

Stop losing opportunities to ineffective case studies. Your new winning case study is one click away!

All Formats

Case Templates

19+ case study templates – pdf, docs, word.

Anyone can use a case study templates to conduct a collective study. The case template is free to download, so you don’t have to spend time creating it on your own. So, what exactly is the importance of this template? The template is designed to help you write a report about a person, a study, or an event as a whole. Remember that a case study cannot study a single entity or one person alone; it studies the behavioral changes of a group. You may like Business Case Templates .

Case Study Template Word

• Google Docs

Simple Case Study Template Word

Case Study Sample PDF

Case Study Report Template Word

One Page Case Study Template Word

Construction Business Case Study Template

Free Graphic Design Case Study Research Template

Free Ultimate Marketing Case Study Template

Free School Students Presentation Case Study Template

Free Nursing Descriptive Case Study in PDF Format

Free Clinical UX Case Study Sample in PDF Template

Free IBM Mental Health Case Study in PDF Template

Free Memorial Hospital Private Equity Case Study Template

Free Citibank Short Case Study Sample in Word Format

Free Basic Psychology Phase One Page Case Study

Free Medical Treatment Injury Case Study in PDF Format

Free IPE Six Narrative Case Study Sample Template

Free Education Case Study Based on Actual Patient

Free Firebird Architecture Project Management Case Study

Facts about Case Studies

More in Case Templates

Business case study template, medical case study template, education case study template, case study outline template, case study format template, social work case study template, one page case study template, nursing case study template, case study layout template, healthcare case study template.

• 12+ Case Study Examples
• FREE 10+ Case Study Release Form Templates in PDF | MS Word
• FREE 10+ Nursing Case Study Templates in PDF | MS Word
• 10+ Business Case Study Templates in PDF | DOC
• 7+ Case Study Report Templates in Google Docs | PDF | DOC | Pages
• 8+ Case Study Analysis Templates
• 31+ Case Study Samples – Word, PDF
• 18 Use Case Templates in Word
• 37+ Case Study Templates – Word, PDF, Pages
• 9+ Use Case Templates
• 9+ Business Case Templates in Word
• FREE 10+ Business Case Templates in PDF
• 10+ Sample Case Study Templates
• 9+ Free Case Templates
• 29+ Business Case Templates

File Formats

Word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates.

• Get started Get started for free

Figma design

Design and prototype in one place

Collaborate with a digital whiteboard

Translate designs into code

Get the desktop, mobile, and font installer apps

See the latest features and releases

• Prototyping
• Design systems
• Wireframing
• Online whiteboard
• Team meetings
• Strategic planning
• Brainstorming
• Diagramming
• Product development
• Web development
• Design handoff
• Product managers

Organizations

Config 2024

Register to attend in person or online — June 26–27

Creator fund

Build and sell what you love

User groups

Join a local Friends of Figma group

Learn best practices at virtual events

Customer stories

Read about leading product teams

Stories about bringing new ideas to life

Get started

• Developer docs
• Best practices
• Reports & insights
• Resource library
• Help center

Figma Case study templates

Present your project in pre-built editable templates to get you started.

UX Case study template

UX Case Study Template made to help UX Designers create and organize their case study without any struggle.

Case study presentation template

Case study presentation to frame key insights and outcomes.

Long form research case study template with customizable styles.

Design presentation deck

Modern design deck template with multiple sections.

Visual portfolio template

Modern visual portfolio template with 12 column grid and light and dark themes.

Behance Presentation Template

Case study template with multiple components, visual styles and frame sizes.

Case study template

Case study template with pastel style coloring.

Holistic Case Study Template

Case study presentation template complete with project overview, wireframes and key journey insights.

Case study presentation layout for interview

Case study template with multiple app UI screens.

Portfolio UI - Web & Mobile

A portfolio UI for designers and developers which has 4 unique pages includes blog, case study.

Apple device mockups

Complete Apple device mockup screens for iPhone, Mac, iPad and Apple Watch.

Explore 1,000+ templates on the Figma community

Explore even more templates, widgets, and plugins—all built by the Figma community.

DungeonMasterGPT Case Study

In honor of GPT-4o I’m releasing a CustomGPT super early, but it’s fun so far!

DungeonMasterGPT

I’d like it to do a lot of things, like manage large groups of NPCs and Battles; but meanwhile it’s just an open source project. With 4o it could be an NPC at the table. I’m geeking out.

Please give it a whirl and give me your feedback and suggestions!

Hey Everyone,

Thanks for checking out DungeonMasterGPT!

Just been continuing to work out a slew of updates and possibilities which others may find helpful in their own applications:

Character Creation

We’ve started to standardize how to present a character to a User vs storing it in a table for later use.

• DnDGPT helps to create a Player Character of any level, either automatically or step by step.
• It does the same for NPCs and UNPCs (Unique Non-Player Characters).
• It presents this information to the User as a simple two-column table.
• Then, if asked for a download, DnDGPT “pivots the table” (a prompt it understood perfectly and the most efficient way to achieve the desired result without an example) and exports the columns as rows instead.
• With a few prompts it’s possible to generate entire parties and groups, stories surrounding them, and fun art in a variety of styles, including “DND Classic Illustrations.”
• We are going to develop pre-made NPC templates and encounters, such as the population of a small village, castle, or a battle.

Map making is a lot of fun, and an unexpected challenge.

The goal is to make a top-down map to either a (10x10), (25x25), (50x25) scale where each unit is a standard Dungeons and Dragons base movement of 5ft x 5ft.

Initial Maps

Initial results get the general idea right out of the box, but we’ve had a lot of trouble getting “the grid” right:

The request was for a 10x10 jungle dungeon. You can see it’s got the right idea. There is clearly a grid… but it lacks the “chess board feel” we’re looking for.

Rewording the prompt, such as more emphasis on the grid overlay, only yielded similar results.

This result isn’t surprising as Dalle and AdobeAI universally seem to struggle with adding very structured aspects to images, such as cohesive language and grids. Not bad, but not quite.

A Separate Overlay

We used Adobe Illustrator to make some of the desired grid. Then started to work with different prompts that tried to get the model to start with the grid, or overlay it as a separate step using python.

Back to the drawing board, right? If you want to overlay something, you should specify the dimensions of the image and that of whatever you’re adding on top.

(We went with 1000 x 1000 px, a common dimension.)

Still, not bad… But not exactly. Plus, there are a few not-so-obvious steps, like working with opacity, which can be distracting.

Not bad! Probably at least good enough to keep the average gameday from degrading into a tavern brawl.

Added to Knowledge Base

After some experimentation, some fine-tuning files were added. The model definitely understands the request, mostly. (Here was a 10x10 request):

It’s lovely! But not exactly scaled 50ft x 50ft; the grid overlay (below) was supposed to be automatic, but it was still a separate step… And the model’s first try is better without it (visually).

Try it yourself:

• Ask the model to make a 10x10 map.
• Give specifics or tell it to make up the whole map.
• If you want a grid, ask it to overlay the map with dndgpt_map_overlay_10x10.png with 50% opacity using python. (lol)
• If you get something cool, please post it here!

Next Steps The whole goal with this is to work with the model using the Grid as a Strategic Map Interface so you can interact and work with the model at high-level strategy.

“My mage is at A1 and moves to G10 via Misty Step,” or “my horde of undead minions marches from A9 to B9.”

Ultimately, we want there to be more of a connection between the details of the map—“there’s a pyramid from (D5, F3) x (F6, G4) and a horde of mummies between you and [probably cursed] pharaoh gold.”—And a way of quickly identifying simple terrain types via coordinates. (If anyone has any thoughts?)

Also, File Limit? Also, does anyone know about a CustomGPT file size limit?

When we tried to load the 25x25 grid into the knowledge base the GPT became unsaveable… which MIGHT be because there are like 12 medium sized .pdfs. Which means they’ll need to be compressed.

Making Logos with ChatGPT

We’re just continuing to go coo-coo bananas with this thing and have decided to make a project as fully automated as possible.

Starting, with a logo, of course, which is the first thing everyone wants to do in small business. So, here’s how you do it. (Hint: It’s still not “fully automated.”)

Logo Conceptualization

This is the easy part. After a long-ish conversation with DungeonMasterGPT (dndgpt), we came up with a concept that had the feel of the classic DND with some modern what-not.

Okay, so right out of the box that is AWESOME. So AWESOME. It’s not a “Logo” yet, but man! What a concept.

You can also see there are several small hallucinations and inconsistencies, like the attempt at the “œ” in the logo type. A+ for effort, though.

Add Some 4o Magic

In between the above image, and this one below, the CustomGPTs clearly got an upgrade to 4o. I don’t remember what I was asking about in the above image, “what font did you use?”

Well, the model took it upon itself to redraw the image:

Oh my stars and garters—quintuple wow! Holy smokes, this is PERFECT. It’s STILL not a “logo,” but wow! Without being asked, the model corrected the image with incredible clarity. This saved an entire step and several hours.

Making a Modern Logo

To be a modern logo, we still need this in a variety of vector formats with other aspects, such as font, made consistent. To do this, it’s still necessary to pull into Adobe Illustrator.

Otherwise, truly, the only thing that needed to happen with the actual graphic was that it be converted to vectors and simplified.

But to be more widely useable, the font still had to be identified and the logo type had to be rebuilt:

In the above image, we use native Adobe tools to identify the font ChatGPT had in mind. We chose Shackleton Narrow and Open Sans Light .

In the second step, we make that look like the original graphic. Yes, it “looks” almost identical, but the key difference is that now the process is exactly repeatable.

Conclusion and What Features Would Be Helpful

So, as you can see, we can get ChatGPT to do a lot of the work, not all. Dalle still persistently creates weird chat hallucinations, and it’s still not possible output images as vectors.

Based on this experience and the first attempts at image overlays in the above post, we think ChatGPT would benefit from an “assembly layer,” when working with images.

It can already call python and add image layers (just like you would with Adobe), but we envision something more robust. Perhaps this assembly layer can call fonts, too.

So, instead of imagining an image with text, it imagines an image, creates a space for text, then adds the text layer using a specified font (or a font that can be specified) typing the font on the image… also making the visual experience more consistent.

Otherwise, all of this is enormously fun, and we’ve got a lot more to share.

Thanks for reading and trying out the cGPT… make sure to check out the new instagram… (lawl).

Hasbro owns trademark on Dungeon Master. Be careful!

Thanks for the update, though!

You are correct, but to the best of my knowledge, this is covered under the open license agreement which allows use of, and alteration of, such terms and images.

This would not be possible without that license.

In fact, I should note that every step of this has become a study in the ethical use of AI—both in image creation and logo design, and the wider copyright concerns you’ve highlighted.

Patent and trademark rights are not licensed under this Public License.

Dungeon Master is a trademark not just copyrighted. But if you’ve checked, you should be good.

I just know Hasbro has a history of cracking down. It’s why many use Game Master instead. I’m surprised OpenAI let it through…

It’s in the same genre/industry too, which is why I would be concerned…

fantasy role-playing games and board games, and game accessories; namely, booklets containing role-playing game scenarios, and computer game programs

I guess we’ll find out! This is a gray area to me.

To my knowledge, since the GPT and everything else I produce clearly point to the license—which is stated explicitly in the “about” section of the cGPT and in other places—and follows the criteria for referencing the license—I think bases are covered.

Also, I think, adding “GPT” to the title makes it different enough from the trade marked phrase to be considered “different enough.”

Either way, I’m not attached to the name of the thing in the slightest. It’s an open source project in the spirit of being open source.

Hopefully Hasbro doesn’t come out with their own Dungeon Master with AI… It’ll likely be on D&D Beyond…

I run a lot of D&D stories and D&D random tables on my blogs … maybe we should do an email interview with you?

Oh well. I’d be working on it already if I were them!

…but I’d also be building it as an Assistant and just White Label whatever their “ai” turns out to be. Given the close contact with NVidia during Baldur’s Gate 3 I’m certain that they’re doing cool things.

Meanwhile, I’m learning a ton from this project so I’m happy.

Sure! I’d love that, please give me a ring.

Okay, so we’re working on condensing parts of the game manual into a table, and using ChatGPT’s new data features to do it. (I’m going to make a full post about it later.)

After some tedium, I was like, draw me a picture of two dragons fighting (for said instagram), and also a map of the fight.

Since it was a pretty awesome picture, it became suddenly important to know who won the fight… like any true nerd would want to know.

We’re currently working on a thrilling tale of how a Necromancer gets the Bone Dragon he always wanted.

Looks to me like you have ‘Dungeon GPT Ultimate’. Great project!

Hey Everyone!

Hope y’all are well.

So, my first clever idea was to take the Dungeons and Dragons SRD and break it into smaller parts, shown above, unable to save with 21 files.

It is a well organized, 400 page document that was simple to pull into Adobe Acrobat and break into smaller chapters. The sections are well referenced in the Instructions and this works unexpectedly well.

However, .pdfs are gigantic and then there was that whole file limit, thing… which I only discovered when I wanted to add more of those grid overlays.

So my next clever idea was to break the lists contained, like the monster manual, down to a spreadsheet. The goal was to use the new native 4o features to do it.

Turn a PDF into a Spreadsheet Using ChatGPT 4o

This is a screen shot of the first page of the “A” section of the D&D SRD.

You can tell a few things just by looking:

• This is a well organized document.
• It lends itself to tabular format… we’re probably doing what the original writers of the document did in reverse.
• There is A LOT of information available for each monster.

First Attempt With A Simple Prompt

Because of all the text in each monster, you know you’re going to run into issues with the Context Window (the size of the prompt ChatGPT can work with).

The section we were working with is 68 pages long.

So, first we just tried to start with a few A’s.

0 Aboleth Large aberration lawful evil 17 135 (18d10 + 36) 1 Animated Armor Medium construct unaligned 18 33 (6d8 + 6) 2 Ankheg Large monstrosity unaligned 14 39 (6d10 + 6) 3 Azer Medium elemental lawful neutral 17 39 (6d8 + 12)

It did really good! I was impressed. It missed some information, made up information or got it from a completely different section of the manual, but otherwise created a table exactly as asked. The errors it had were reasonable, like the Monster Appendix doesn’t exactly define a whole type of Action, and ChatGPT didn’t know what to do with that information.

Long story short:

• I manually identified the missing columns, and we had to make several up to describe the information.
• “Parent Monster,” “Unique Ability,” and “Legendary Action,” though not all monsters have all of these abilities, they can have up to 5 each. (I went through and counted.) It was pretty cool that the model understood the Unique Ability column so readily. (See the full prompt below.)
• Adding these columns to the spreadsheet and instructing the model how to fill them worked immediately.

Prompt Too Long and Hallucinations

Given all of that information getting put into the spreadsheet, there was some wrestling with the proper amount to work with.

• Experimentation showed we could usually grab 3-4 monsters at a time without causing errors.

There was also a fair amount of wrestling with the model to have it just pull the monsters from the specified section without making any up… though, I admit, at the Dinosaur section we might have filled in a few gaps. (No stegosaurus? Really?)

• Experimentation with having the model identify the next four line items yielded inconsistent results.
• In the end, I just listed the next 3-4 monsters in the list based on a quick look and whether “I thought it might be too long for the Window.”
• The model wanted to jump ahead, often trying to combine steps in a single prompt, which caused errors. We ended up working out a (tedious) step-by-step system that reduced errors significantly. (The full prompt is below.)
• It had to be instructed a few times to not skip steps, but apparently repetition is effective.
• I got through 105 entries (up to the Elementals) in about 2 hours one wild Saturday night. ChatGPT estimated I saved 8 hours manually copying everything back and forth. Not bad.

Lessons and Next Steps

• This was tedious, but much faster than it could have been after we got into a rhythm.
• I think the Assistants API might be better suited for this type of task if anyone has any thoughts about mapping PDFs to Spreadsheets.
• The model is unexpectedly AWESOME at making up D&D monsters. It was truly difficult to stop it from making more up. (Later, my precious.)

Step-by-Step Instructions

• Identify the Monsters Section :
• Determine the section of the monsters to work on (e.g., “Monsters (B)”, “Monsters (C)”) in the dndgpt_srd_cc_v5.1_monsters_atok.pdf
• Confirm the list of monsters within that section with the user.
• Chunk the Work :
• Break down the list into manageable chunks (e.g., 3-4 monsters at a time).
• Confirm the specific monsters to be processed in each chunk with the user.
• Extract Information :
• For each chunk, locate the details of each monster from the source PDF.
• Extract relevant information such as Name, Type, Alignment, Armor Class, Hit Points, Speed, Ability Scores, Senses, Languages, Challenge Rating, Unique Abilities, Actions, and Legendary Actions.
• Structure the Data :
• Use the existing table structure and columns to fill in the extracted data.
• Ensure the information is mapped to the correct columns, including Challenge, Unique Ability fields, Action fields, and Legendary Action fields.
• If a monster has multiple abilities or actions, use the respective numbered fields (e.g., Unique Ability 1, Action 1).
• Input Data into Spreadsheet :
• Enter the extracted and structured data into the spreadsheet.
• Add new rows for each monster and ensure that all columns are filled appropriately.
• Review and Confirm :
• After entering the data, review the spreadsheet for any errors or missing information.
• Confirm with the user that the data has been correctly entered.
• Proceed to the Next Chunk :
• Repeat the process for the next chunk of monsters, ensuring each step is followed.
• Continue until the entire section of monsters has been processed.
• Handle Special Cases :
• For Parent Monsters (e.g., “Dragons, Metallic”), include the Parent Monster name in the designated column.
• Ensure consistency in naming and formatting throughout the table.
• Save and Provide Updated File :
• Save the updated spreadsheet after completing each chunk.
• Provide a download link for the updated file to the user for review.
• Feedback and Adjustments :
• Incorporate any feedback or adjustments provided by the user.
• Ensure the final spreadsheet is accurate and complete.

Custom Fields Details

• Parent Monster :
• Purpose : To group related monsters under a common category.
• Usage : This field is particularly useful for monsters that belong to a specific type or family, such as “Dragons” or “Demons.”
• Source Correspondence : This field is not explicitly mentioned in the source document. It is inferred based on the grouping of similar monsters. For example, all dragon types (e.g., Black Dragon, Blue Dragon) would have “Dragon” as their Parent Monster.
• Unique Ability :
• Purpose : To capture special traits or abilities that a monster has beyond its basic stats and actions.
• Usage : Each unique ability of a monster is listed under “Unique Ability 1,” “Unique Ability 2,” etc., up to “Unique Ability 5” to ensure all abilities are captured.
• Source Correspondence : This information is usually found in the descriptive text following the monster’s main stats. For instance, a dragon’s “Fire Immunity” or a drider’s “Fey Ancestry” and “Spellcasting” abilities.

How Custom Fields Correspond to the Source Document

• In the source document, monsters are often grouped by type (e.g., “Dragons”). While the document itself may not label these groups explicitly, we use the Parent Monster field to ensure that related monsters are easily identifiable and categorized in the spreadsheet.
• Dragon Turtle : Amphibious trait, allowing it to breathe both air and water.
• Drider : Includes abilities like “Fey Ancestry” and “Spellcasting,” which describe innate magical abilities and resistances.
• Dryad : Features “Innate Spellcasting” and “Magic Resistance.”
• Duergar : Lists abilities such as “Duergar Resilience” and “Sunlight Sensitivity.”
• The “Actions” field captures the various combat actions a monster can take. Each action described in the source document is mapped to an appropriate action field (e.g., “Action 1,” “Action 2”).
• Multiattack routines and individual attacks (e.g., bite, claw, tail) are included here.
• This field captures special actions that can be taken outside the monster’s turn. These actions are described towards the end of the monster’s entry in the source document.

We went and summoned a Bone Golem then made him a tad OP.

Hey, @PaulBellow ! You seem kinda like the do-gooder type. As you can see, we’re raising a massive army of the undead over here… How do you feel about raising an army to try to stop me…? As you can see, there’s some sort of city off to the North West that might be interested in defending itself from the evil seeping from that old crater to the south.

Oh, and also work out some open source army mechanics for D&D while we’re at it and get the GPT to run the game board and ref the match.

That golem picture is literally the coolest thing Dalle3 has made so far.

Use an Assistant or the ChatGPT UI to Transfer PDF Information into a Spreadsheet?

In a simple experiment, (and a first try with the API) we tried to transfer a single monster to the master spreadsheet.

The monsters have a TON of tactical data that accomanies them, like you’ve seen above… But I also didn’t spend any time trying to make the process more efficient.

Estimating Costs of the API vs ChatGPT

Using 4o, and guesstimating that each monster is about the same length of tokens, give or take, at $0.10 per monster, that means we’re at $1.00 per 10 monsters.

Now, I don’t know how many monsters there are, but including them and times and other tabular information in the DND SRD, let’s say we’re at 200 items.

OpenAInomics

If you’re rocking a commercial budget, working with the API quickly becomes the desired method if you can stabilize the process and keep the system message concise.

…But! Transferring visual tabular information like this might always be verbally intensive, requiring oversight and constant attention, and so working line by line might continue to be a required option. In which case the verbal UI would be the better option.

Building NPC Templates

But going line by line is tedious. When you don’t you get interesting hallucinations in the data.

Based on the experience building the Monsters tables, I started using DungeonMasterGPT to start to build “NPC templates.”

The idea is to have various pre-made NPCs as a person might find in a “Small Village.”

In this case, it’s 15 NPCs which we made up on the spot.

NPC information is a Monster file with more story information, such as Traits, Flaws, and other role-playing options.

Loooots of Errors

It’s hard to work not knowing what a cGPT’s limits are and having to discover them through trial and error.

Making up characters in bulk was cool, but had some hallucinations, like abilities that were inappropriate for the level constraints… we got a level 6 cleric walkin around with Divine Intervention. Watch out, forces of evil.

Working with data in the Analyzer is cumbersome. It’s easy to select a cell or a range, but it’s difficult to move information around within the table compared to working with the information in Excel or Sheets.

You have to explicitly instruct the model to not output the table in all of the various formats it can in.

This is still moving super fast, there’s just need for strong oversight and data integrity. I haven’t seen this many errors in a spreadsheet since high school.

Calling the Spreadsheet in ChatGPT

Actually calling for the NPC template works immediately, BUT that’s only obvious to me through a lot of use.

I had to explicitly instruct the model to explicitly tell anyone asking about the NPC templates how to load the data.

“Please load the Small Village NPC Template into the Data Analyzer.”

But, it’s otherwise all up and running and pretty neat. Hopefully fills the frequent need of DMs to tell backstories of random NPCs in small hamlets.

Related Topics