Case Study Template

Can you really afford to waste precious time on a case study that yields no effective benefits?

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Case Study Template
Free Marketing Checklist Template

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Easy to use MS Word template ✔
Fully Automated Table of Contents ✔
Page Count 14 ✔
Word Count 1464 ✔
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The Right Words are Persuasive

While it may appear that writing a Case Study is simple at first glance, doing so in a convincing manner is not.

It takes skill and practice to write these types of documents effectively. Excellent planning, persistence, and writing skills are required to ensure that your case study hits its target and accomplishes its purpose.

Case studies are also referred to as “Success Stories” because they highlight a “success” that has been achieved. This demonstrates to potential customers that you are capable of delivering on your promises.

This is critical if you are trying to get work for your company.

Can you afford to waste time on an ineffective Case Study?

How To Get Excellent Results

Increase your chances of success by following these 4 proven techniques for writing an effective case study.

Technique 1 – Think About Your Reader First

Your reader has their own concerns and desires. You need to address these in detail if you want them to take action.

This comes down to – what you say.

This is very important, so you must think carefully when you draft your Case Study so you ‘trigger’ them to take the desired action you want them to take.

This is easier than it sounds.

Simply put yourself in their shoes and think about what they would want to read. Most people are concerned about their own situation and are looking for results. Feed that desire.

Ever heard of ‘W.I.F.M’?

This stands for – What’s In It For Me?

This is what your customer is thinking. You must write so it is clear the customer’s needs come first, not your desire to sell something.

Technique 2 – Be Clear and To The Point

Waffling on is going to get you no-where. You must be very clear and state the facts. Use simple language that is straight to the point.

Most people are busy and it is important that you realize that you have limited time to make an impact in their daily life.

In fact, the first lines of your letter are critical if you want your reader to keep reading right though to the end.

Technique 3 – Accuracy is Critical

Your spelling and grammar must be 100%.

Have you checked your document or letter? If I was reviewing a document and it had spelling mistakes in it – I would instantly reject it.

Spelling is VERY important and there is no excuse for making spelling mistakes due to the amount of technology you have when it comes to checking your spelling.

Technique 4 – Your Target Audience

Do you know who they are? Have you thought about their age? Are they educated? What salary bracket are they in?

These things all make a difference about how you draft your Case Study.

It doesn’t matter if you are promoting a small inexpensive product or promoting a million dollar item, You must consider your audience or fail miserably.

Huge Time Saver Template

Don’t know what to say?

Don’t know what words work well and what words don’t?

Download this Case Study Master Template now to save time and effort. Simply plug in the details of your own Case Study and produce a professional Case Study with Testimonials from your own Clients.

This document is already formatted and includes the following information. Check out the detail below.

Review the Case Study Template below

Review the Case Study Template below. This template is created in Microsoft Word.

Title Page

The first page is the title page. You can easily customize this to suit your Case Study.

 Case Study Template - Title Page
Case Study Template – Title Page

Table of Contents

The next page is the Table of Contents. This Table of Contents is fully automatic using Microsoft Word. It is simple to update.

Simply change the headings in the body of the document and then go back to the Table of Contents and update the automatic field.

This is so simple and makes your documents professional and easy to amend. If you need to add more sections to your Case Study, then simply copy and paste one of the other sections in the body of the document.

Then go ahead and make your changes. Then finally update your table of contents again.

 Case Study Template - Table of Contents
Case Study Template – Table of Contents

Section 1 – Executive Summary

The first section allows you to communicate the Executive Summary.

 Case Study Template - Executive Summary
Case Study Template – Executive Summary

Section 2 – Introduction

The following page is an opportunity to create an introduction to your Case Study.

 Case Study Template - Introduction
Case Study Template – Introduction

Section 4 – The Challenges

Section 4 allows you to communicate the challenges you faced and importantly how they were overcome.

 Case Study Template - The Challenges
Case Study Template – The Challenges

Section 8 – Testimonials

Testimonials are important to show that your business has existing Clients and already performs satisfactorily. There are two pages of testimonials as examples you can send to your Clients to review and approve.

  Case Study Template - Testimonials
Case Study Template – Testimonials

Section 10 – References

The next page shows a place to indicate any references you have used in your Case Study.

  Case Study Template - References
Case Study Template – References

What is Included?

Case Study Template
Microsoft Word .docx
Page Count
Word Count

Case Study Template - MS Word Snapshot
Case Study Template – MS Word Snapshot

Free Bonus – Marketing Checklist Template

When you purchase the Case Study Template above also included is a free marketing checklist to help you review your marketing in your business. This is a simple checklist to ensure you are meeting common marketing requirements to market a commercial business.

Review the first page below.

Marketing Checklist - Checklist Template
Marketing Checklist – Checklist Template

Total Inclusions

Case Study Template
Microsoft Word .docx
Page Count
Word Count

Marketing Checklist Template
Microsoft Word .docx
Page Count
Word Count

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Our templates are simple to use and simple to put into action. Use Microsoft Word to find and select the relevant information to customize them to your needs.

Red Highlights Allow you to Customize in Minutes

To assist you in quickly and easily customizing our templates, all items that require customization are highlighted in red.

Simply use Microsoft Word’s Find and Replace tool (Ctrl+H), to identify and replace all relevant items in a single command, or scroll through and change the items highlighted in red.

A screenshot demonstrating the 'Find, Select, and Replace' feature in Microsoft Word. The image shows the Word interface with the search toolbar open, displaying options for finding, selecting, and replacing text within a document. Users can input search terms and specify parameters for the search. The background is the Word interface, with various menu options and buttons visible.
Find and Replace Tool | MS Word

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Can you really afford to waste time on an ineffective Case Study? Use templates and save a huge amount of time and effort.

All the best with your Case Study.




P.S. The price of our products do rise based on upgrades, improvements and demand. We encourage you to buy today not only to avoid missing out at this price, but also to immediately reap the benefits of creating a case study faster and easier.

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