[Downloadable Templates] Case Study Templates

Case studies are an important sales tool to help move your prospects to loyal clients. These templates help you create case studies in a professional and easy-to-duplicate manner so you can begin using case studies today!

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Creating Case Studies

Remember, the service you provide is what sets you apart from every other agency in the industry. Using case studies to show your track record with current clients can make the difference between sold and lost.

The fundamental basis of a case study is to show how you were able to tackle a real-life problem for a client by coming up with a solution that benefited them. Other prospects facing similar circumstances can read your case study and better understand who you are and how you can help them with their needs.

Use these templates to present your case studies in a professional manner and make an impact in your sales process. Included are three different editable Word document templates to fit your brand and style!

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Do I need case studies?

The benefit of a case study is to help your prospects relate to you on a deeper level. They can get a picture of how you've helped other clients similar to them overcome problems and find solutions. By reading how you helped those clients, your current prospects can build trust with you and your odds of conversion can improve.

How many case studies should I have?

When it comes to case studies, quality far outweighs quantity. Look for problems you hear time after time. These are likely more universal problems and may be ones your current prospects already face. Then, when your prospect brings up the problem, you can send them the case study for documented evidence of how you were able to assist.

Who should I contact for a case study?

You want to make sure you're partnering with the right client to make a case study. Find a client that faced a significant problem or a case where you helped them save a sizable amount of money, time, etc. These are your best opportunities to really showcase the benefits of using your services over another agent.