Case Study Template
A proven case study structure using the Challenge-Solution-Results framework. Showcase client wins with quantifiable metrics, direct quotes, and compelling narratives that build trust and close deals.
How [Client Name] [achieved result] with [Your Company]
Client Overview
[Client Name] is a [industry] company with [size/revenue], headquartered in [location]. They serve [target market].
The Challenge
[Describe the specific problem. What was broken? What was the cost of inaction? Use numbers: "spending 20+ hours/week on manual reporting" or "losing 15% of leads due to slow follow-up."]
The Solution
[Describe your approach. What did you implement? How did it address the specific challenge? Be concrete: "We deployed automated lead routing and AI-powered follow-up sequences."]
The Results
• [X]% increase in [metric]
• $[amount] saved per [period]
• [X] hours/week recovered
"[Direct quote from the client about the impact. Keep it specific and results-oriented.]"
— [Name, Title, Company]
How to Use This Template
Interview the client
Ask about their situation before, what changed after, and specific metrics. Record the call and pull direct quotes. 20 minutes is enough.
Lead with the result
Put the headline metric in the title. "How [Client] increased revenue 40%" is more compelling than "[Client] Case Study."
Use specific numbers
Replace vague claims with data. "Significantly improved" means nothing. "Reduced response time from 4 hours to 12 minutes" means everything.
Get client approval
Share the draft before publishing. Let them adjust quotes and approve metrics. This protects both parties and often strengthens the story.
Customize in Dewx
Inside Dewx, tell Dew: "Write a case study for [Client] showing [key result]." Dew pulls project data from your CX Hub, structures the narrative, calculates ROI metrics, and formats the case study for web, PDF, or slide deck. Share with the client for approval directly from Dewx.
Related Templates
Frequently Asked Questions
What makes a compelling case study?
A compelling case study follows the Challenge-Solution-Results framework with specific, quantifiable outcomes. Include the client's industry and size for relatability, quote the client directly, show before/after metrics, and keep it under 800 words. The best case studies read like stories, not reports.
How do I get clients to agree to a case study?
Ask early in the relationship, ideally after a major win. Offer them final approval on content, position it as co-marketing (they get exposure too), and make it easy — handle all the writing and just ask for a 20-minute interview. Some companies offer incentives like extended terms or feature prioritization.
How long should a case study be?
For web pages, 500-800 words with clear sections and pull quotes. For PDF downloads, 1-2 pages with visuals and data. For sales decks, a single slide with the headline metric and a 2-sentence summary. Create all three formats from one interview to maximize the investment.
How does Dewx help create case studies?
Inside Dewx, tell Dew the client name and key results. Dew pulls project data from your CX Hub, structures the case study in challenge-solution-results format, generates pull quotes, and calculates ROI metrics. You review and publish directly from the GTM Hub.
Case Studies, Automated
Simple, Transparent Pricing
Starting at $29/mo for solopreneurs. $79/mo for teams. All features included.
View pricingTurn Wins Into Sales Tools
Dew writes case studies from your project data — complete with metrics, quotes, and ROI calculations.
Try Dewx FreeStop Letting Client Wins Go Untold
Dewx turns your project data into polished case studies automatically. Challenge, solution, results — structured and ready to share with prospects.