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CASE STUDY TEMPLATE

Better together: Building case studies that sell
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The Case Study Template helps you showcase the real-world impact of your products and partnerships. This structured format highlights key success metrics, technologies, and partnerships while telling a compelling story through the problem-solution-benefits framework.

With this template, you’ll arm your sales team with powerful examples that resonate with potential customers and inspire confidence.

How to use this tool

  1. Start with a success story - Choose a recent project success with a partner that achieved measurable results and highlights your unique value.

  2. Gather the details - Collect data on the industry, products and services used, technologies implemented, key team members, and partner contributions.

  3. Define the problem you solved - Clearly articulate the initial challenge your customer faced, framing it in a way that resonates with similar prospects.

  4. Show the solution - Outline how your product, services, and partnerships came together to solve the problem. Be specific about your approach and tools used.

  5. Highlight the benefits - Emphasize the results. Include metrics like revenue growth, time saved, customer satisfaction, or other key performance indicators.

  6. Polish and design - Use the provided template to structure the case study. Ensure it’s visually appealing and easy to understand, with charts or visuals if needed.

  7. Highlight the benefits - Share the completed case study with your sales team. Highlight how they can use it to address specific objections or inspire confidence in customer conversations.
    Pro Tip: Consider keeping all of your case studies in a searchable library for easy access.
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Case Study for Growth

How Case Studies help drive growth:

  1. Show. Don’t Just Tell.
  2. Case studies provide proof of your ability to deliver results, showcasing your expertise and partnership success.
  3. By highlighting clear metrics and relatable scenarios, your sales team gains powerful tools to build trust and drive customer decisions. This template helps establish credibility, differentiate your offerings, and win over prospects by showing them what’s possible.

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