CASE STUDY TEMPLATES

Present Your Results Like a Pro


Template 1: The One-Page Case Study

Use this for quick wins, email attachments, and sales decks.


[CLIENT INDUSTRY] CASE STUDY

[Compelling Headline That Includes the Result]

Example: "How a Commercial Roofing Company Increased Bid Invitations by 47% With a Website Overhaul"


THE CHALLENGE

Client: [Company Type, not name—e.g., "A 15-year commercial roofing contractor in the Midwest"]

Problem: [2-3 sentences describing their pain point]

Example: "Despite completing $5M+ in commercial projects annually, the company was losing bids to competitors with better online presence. Their website looked like a residential operation and failed to communicate their commercial capabilities to facility managers."


THE SOLUTION

What We Built:

✓ [Solution 1—e.g., "Commercial-focused portfolio organized by roof type"] ✓ [Solution 2—e.g., "Dedicated safety and certifications page"] ✓ [Solution 3—e.g., "Mobile-optimized design with 2.1-second load time"] ✓ [Solution 4—e.g., "Capability statement integration for government bidding"]


THE RESULTS

Metric Before After Change
[Metric 1—e.g., "Monthly RFQ Requests"] [X] [Y] [+Z%]
[Metric 2—e.g., "Mobile Load Time"] [X sec] [Y sec] [-Z%]
[Metric 3—e.g., "Bid Invitation Rate"] [X] [Y] [+Z%]

Bottom Line: [One-sentence impact statement]

Example: "Within 90 days, the client secured two additional commercial contracts worth $180,000—representing an 18x return on their website investment."


CLIENT QUOTE

"[Testimonial quote—2-3 sentences from the client about the experience and results]"

— [Name, Title, Company (or Industry)]


[Your Name / Brand]

[Contact Info / Website]



Template 2: The Before/After Visual Case Study

Perfect for visual portfolios, Instagram/TikTok content, and presentations.


BEFORE & AFTER: [Industry] Website Transformation


THE CLIENT

Industry: [Industry]
Challenge: [One-line problem]
Investment: $[X,XXX]


BEFORE

[Screenshot or mockup of old website—desktop]

Issues Identified: - ❌ [Issue 1—e.g., "6+ second load time on mobile"] - ❌ [Issue 2—e.g., "No clear call-to-action"] - ❌ [Issue 3—e.g., "Outdated design from 2016"] - ❌ [Issue 4—e.g., "Not mobile-friendly"]


AFTER

[Screenshot or mockup of new website—desktop]

Improvements: - ✅ [Improvement 1—e.g., "1.9-second mobile load time"] - ✅ [Improvement 2—e.g., "Book Now button above the fold"] - ✅ [Improvement 3—e.g., "Modern, professional aesthetic"] - ✅ [Improvement 4—e.g., "Fully responsive design"]


MOBILE COMPARISON

Before After
[Mobile screenshot - before] [Mobile screenshot - after]

THE NUMBERS

📈 [Key Metric]: +[X]% improvement
📱 Mobile Speed: [Before] → [After]
💰 New Revenue Attributed: $[X,XXX]



Template 3: The Detailed PDF Case Study

For high-ticket sales, detailed proposals, and premium positioning.


[CLIENT INDUSTRY] SUCCESS STORY

Executive Summary

[One paragraph overview—60-80 words]

Example: "When ABC Commercial Roofing approached us, they were facing a common problem: despite 20 years in business and $8M in annual revenue, their online presence made them indistinguishable from residential roofers. Within 6 months of launching their new website, they increased commercial bid opportunities by 47% and attributed over $200,000 in new contracts directly to their digital transformation."


Company Background

Industry: [Industry]
Years in Business: [X]
Annual Revenue: $[X]
Employees: [X]
Location: [City/Region]


The Challenges

Challenge 1: [Headline]

[Detailed description—2-3 sentences]

Challenge 2: [Headline]

[Detailed description—2-3 sentences]

Challenge 3: [Headline]

[Detailed description—2-3 sentences]


Our Approach

Phase 1: Discovery & Strategy

[What we did—audit, research, competitive analysis]

Phase 2: Design & Development

[What we built—specific features and decisions]

Phase 3: Launch & Optimization

[How we launched and iterated]


Key Features Implemented

Feature Purpose Impact
[Feature 1] [Why we built it] [Measurable result]
[Feature 2] [Why we built it] [Measurable result]
[Feature 3] [Why we built it] [Measurable result]

Results & ROI

Quantitative Results

KPI Before After Improvement
[KPI 1] [X] [Y] [+/- Z%]
[KPI 2] [X] [Y] [+/- Z%]
[KPI 3] [X] [Y] [+/- Z%]

Qualitative Impact

Return on Investment

Project Investment: $[X,XXX]
Attributable Revenue (Year 1): $[XX,XXX]
ROI: [X]x return


Client Testimonial

"[Full testimonial—3-5 sentences covering the experience, results, and recommendation]"

[Full Name]
[Title], [Company]


Visual Documentation

Homepage Evolution: [Before/After comparison]

Mobile Experience: [Before/After comparison]

Key Pages: [Gallery of new pages]


Ready for Similar Results?

[Your CTA and contact information]



How to Create Case Studies BEFORE You Have Clients

If you're just starting, here's how to build proof:

Option 1: Spec Work / Redesign Concepts

Option 2: Audit-Based Case Studies

Option 3: First Client at Discount


Capture These Metrics From Every Project

Before Launch (Document These First)

After Launch (Track For 30-90 Days)


Case Study Checklist

Before publishing any case study: