💡 How to Use: Fill out this template after completing a project. The structure turns your technical work into a compelling story that wins new clients. Focus on business outcomes, not just features.
Case Study Title
Use this formula for compelling titles: "How [Company] [Achieved Result] with [Your Solution]"
How [Company] [Achieved Result] with [Your Solution]
✨ Title Tips: Lead with the outcome, not the technology. "Saved 40 Hours per Month" is better than "Implemented AI Chatbot." Be specific with numbers whenever possible.
The Challenge
The Situation (Paint the Picture)
List 2-3 specific pain points with numbers. Numbers make it real.
✨ Writing Tip: Use the client's voice. Instead of "The client had inefficiencies," write "We were drowning in manual work." This makes it more relatable and believable.
The Solution
What You Built
Describe your solution in 3-4 specific actions/features. Focus on what it does, not the technical details.
Technology Used (Optional Detail)
⚠️ Don't Over-Explain: Save deep technical details for internal documentation. Clients care about RESULTS, not how many lines of code you wrote. Keep tech mentions brief unless targeting a technical audience.
The Results
This is the MOST IMPORTANT section. Lead with your biggest win.
📊 Key Metrics
Detailed Results
Client Testimonial
✨ Getting Great Testimonials: Don't ask "Are you happy?" Ask "What would you tell another business owner about this?" or "What was your biggest worry before we started, and how did it turn out?"
Key Takeaway
Visual Elements to Include
Great case studies include visuals. Check off what you have or plan to add:
⚠️ Privacy First: Always anonymize sensitive data, blur client information, and get explicit permission before using any identifiable content.
Case Study Best Practices
✅ DO:
Use specific numbers (hours, percentages, dollars)
Include "before" state to show contrast
Get client permission and real quote
Focus on business outcomes, not features
Include screenshot or visual if possible
Write in clear, jargon-free language
Lead with the biggest win
Keep it under 1,000 words
Make it skimmable with headers
End with a call-to-action
❌ DON'T:
Use vague language ("helped improve things")
Share confidential information
Make it all about you - focus on client results
Skip the metrics - numbers sell
Get too technical unless targeting developers
Exaggerate or make unverifiable claims
Use stock photos - be authentic
Bury the results at the end
Write a novel - keep it concise
Forget to proofread
Distribution Checklist
A case study only helps you if people see it. Plan to share it:
Call-to-Action (End of Case Study)
✨ CTA Tips: Make it specific and low-commitment. "Schedule a free 15-minute call" works better than "Hire me." Include urgency if genuine ("Taking on 2 new clients this month").
🎯 Next Steps: After completing this template, turn it into a polished 1-page PDF, LinkedIn post, and website addition. Aim to create one case study per project you complete.