How to Write a Case Study: Bookmarkable Guide

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HERE EXPLAIN

How to Write a Case Study

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1. Determine the case study's objective. A.

Your case study can focus on one of the following client objectives:

Complying with government regulation

Lowering business costs

Becoming profitable

Generating more leads

Closing on more customers

Generating more revenue

Expanding into a new market

Becoming more sustainable or energy-efficient

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2. Establish a case study medium

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel. Here are some different case study mediums to consider: 1. 2. 3. 4.

Written Case Study Video Case Study Infographics Case Study Podcast Case Study


3. Find The Right Case Study Candidate

I.

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Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates. Product Knowledge Remarkable Results Recognizable Names Switchers

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4. Contact your candidate for permission to write about them To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away -- not having those is one of the biggest culprits in delayed case study creation. Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format -- both of which you will have come up with in the first two steps above. To get this initial permission from your subject, put yourself in their shoes -- what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

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5. Lay out your case study format

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text. Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below. Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format. 6


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