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How to Write a Case Study – The Best Step by Step Guide

A case study is an in-depth study of a subject, person, event, organization, or phenomenon. We need case studies in educational, social, organizational, business, and clinical research. So, writing a case study that prospects would want to read requires a lot of time, effort, and research. But by following a proper step-by-step guide, you can not only save your time but also ease the process of writing a case study. Thus, follow the steps below to learn how to write a case study.

What is a Case Study?

A case study is an intensive study of a person or subject. And it is more like a story of how a real customer has been able to get a solution to his problem by using your services or product. Therefore, it has the main character going through some real-life problems, overcoming his problem, and achieving his goals. And like a good story, it has a beginning, an end, and a lesson to learn from. So, by the end of the story, the reader must be able to relate to the character, his problems, and the solution to his problem.

However, case studies are not advertisements or press releases. Though we can use a case study to advertise or talk about a new product. Moreover, case studies are more about the customers and how your services or products are about to fix their problems. So, a case study is less about you or your product but more about the customers or their problems.

How to Write a Case Study?

Now that you know what a case study is and what it is not, you are good to start learning how to write a case study. So, to write a case study that your prospects would want to read and which could help in getting deals, follow the guidelines below.

1. Identify the Audience and Goals of Your Case Study

The most important step of writing a case study is identifying your audience. You might have read several case studies by now but you may not remember any of them by now. People hardly ever read case studies to remember them. Besides, not everyone reads case studies. Therefore, before you sit down to write your case study, identify your target audience. They are mostly people and companies who are already interested in your services. This group of audience may be small but there is a huge chance that they can be your potential customers more.

Moreover, you should also be realistic about the goals of your case study. Try not to be dishearted if it does not perform as much as you expected. You might have spent a lot of time and effort while writing your case study. So, you would expect to reach a great number of people and bring you a lot of sales. But even if it does not perform as well as you have expected it to, it will definitely bring you, potential customers.

2. Identify the Problems and Look for Compelling Angle as a Solution to the Problems

Now that you have cleared the purpose of your case study and your audience, dig deeper to find as many details regarding the problem as you can. For that purpose, you can do surveys, interview people, and much more.

Next, discover a compelling angle to present your solutions to your audience. Because if you only tell them your product or service will help them, there is a hard chance that you will be able to convince them. Thus, the more compelling it becomes, the better story you will be able to tell your audience. And eventually, the more potential clients you can earn.

For instance, if any of your customers have used your services or products and have been able to solve their issues, you can also tell their story. This way you can inspire more people.

3. Use Data and Statistics to Illustrate Key Points

It is important that your case study should be amusing and should have compelling features. But if you do not have enough data and stats to support your case study, it will not do well. Therefore, you should not forget to include actual facts and figures to support your case study. The data can be about how your services have been able to perform better than those of your competitors. Or it can also be about how your services have improved as compared to the past.

4. Make it Relatable

Lastly, one of the most important tips that we can give is that you should make your case study as relatable as possible. No matter what your client does or where he is from, he should be able to relate to the problems and the solutions that you offer. For that purpose, try to opt for an easy and simple format for your case study. Besides, you can also ask people around you to read and suggest some improvements once that you have completed writing your case study.

5. Lastly, Format Your Case Study

Your case study can be in any form such as a podcast, video, or maybe text. Nevertheless, case studies are usually very visual. though there is no one size fits all type of rule or format, we recommend you to imply the outline below no matter whether your case study is text-based or video.

  1. Title: Try to keep it short and interesting
  2. Subtitle: Use to it talk about your accomplishment.
  3. Executive Summary: A small paragraph about your accomplishments; including some two to three bullet points showcasing your sucess.
  4. About the Subject: Here you talk about the individual or company you have served.
  5. Challenges and Objectives: This is a small description of your customer’s problems that he faced before using your services or product.
  6. How the solution was helpful: The challenges and objectives section is always followed by how your services and products proved to be helpful to your client.
  7. Results: Next, hilight the important results that your client was able to get by using your product or services.
  8. Visual and Quotes for support: This is where you add your clients’ feedback about your services and also add a dew images.
  9. Future Goals: Here you tell your readers what are your plans for the future and how you are going to bring more imporvemnts to your services to help your customers.
  10. Call to action

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