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How to Write a Business Case Study

Often, to convey credibility, companies require documents or tools that allow them to demonstrate or prove to their potential clients what results they can obtain if they acquire the products or services offered by said company. All this is achieved through the design of a business success case.

That said, from Imagine Hub, Digital Marketing and Web Design Agency, we share with you what it is and how to write a business case study so that you don’t spend another day without using this important marketing practice in your business.

What is a Business Case Study?

A business case study is a corporate document that has been used by companies globally for more than a decade. Being a very important asset in the sales process of companies and used as a means to convince potential customers to close a sale.

A business case study is a piece of content that usually contains between 1 and 3 pages, and that is published by a company, that describes its success or effectiveness in dealing with a customer.

It is commonly used as a piece of marketing content and can be incredibly helpful in speeding up sales processes and helping prospects understand how a certain business can help them.

What should include a business case study?

To learn How to Write a Business Case Study, the first thing you need to understand is that business case studies are mainly made up of 3 sections:

1. The Challenge

In this first section the company raises in the case of business success what was the challenge for them and for their clients. This challenge could be from a tight schedule, a complicated problem, low sales figures or even the need for a completely new software integration for the company.

Example: In March 2020, the company Gym Corporations S.L., a sports center with several franchises in the city of Barcelona, approached our company with the intention of being able to increase its sales margins through the integration of automated marketing software. The company did not have any marketing infrastructure, nor the necessary technology. As well as, it lacked qualified marketing personnel to perform such integration and execution of automated marketing activities …

2. The Solution

In this second section, you must state what was the solution for your client’s problem or challenge. In such a way, your potential clients will be able to identify in some way with the problem and want you to help them too.

In this section you must narrate what was the process that your company carried out in order to offer a solution to your client’s initial problem. You should include the duration of the process, the people or departments involved, the technologies used and the processes carried out. As well as, you can include fragments on customer participation in this search for a solution. In this way, we imply that our clients are always accompanied by our company.

Example: To deal with the problem, the Softwares Automatizados, S.L. conducted a full audit of all company processes. Including business, marketing and finance. The data obtained thanks to this audit, allowed us to advance to the second phase which consisted of …


3. The Result

In this third section we will discuss the results obtained thanks to the solution applied by our company to the initial challenge or problem. In this last section we must be scientific in all the data we provide. Poetry by itself does not give credibility, therefore, we will need analytical and numerical results that support the success of the solution or solutions provided.

Example: After applying the solutions set out in the previous section, the company Gym Corporations S.L. managed to increase conversions to paying customers by 25% from subscribers to its database who had not yet become customers. In addition, they achieved the return of 10% of their clients who had canceled their membership in the last 10-18 months …

It is important to include graphics that help make the result achieved thanks to the solution proposed and executed by the company in charge of making the success case more visual and easier to understand. In this case, yours. It is also ideal to include a testimonial about your client and how happy they are with this result obtained.


Related: 5 Steps on How to Create a Company Dossier 


How to Make a Business Case Study?

To make a business case study, you must follow the following process:

Step 1: Select the case

The first step on how to write a business case study is to select the client and the success story that you would like to raise and develop in this marketing document. Make sure that this case has been successful, and above all, have the data at hand to be able to write and design the document without missing important information.

Step 2: Ask your client for permission

Ask your client for permission to make the business case study. It is important to have your approval as we will be providing your company data. And that in addition, you will be sending to other companies. It is a highly recommended step to avoid problems.

Step 3: Select the tone of voice

Select the tone of voice with which you are going to write the case study. It is always recommended to write in the third person. Well, it gives a more scientific tone.

Step 4: Collect all the information

The next step on how to write a business case study is to put all the information you have on the case on the table and determine if you are missing information, in the event that you are missing it, try to collect it internally or with the help of your client.

Step 5: Write the business case study

Once we have collected all the information, we will proceed to write the 3 sections that make up the business case study. Try to include connectors and data. As well as, you can highlight important phrases. Include photos and graphics.

Step 6: Design the document

Once we have finished writing the content, it is time to design the document following the corporate image of your company. When finalizing the design, try to export it and compress it so that it does not weigh too much. Remember that this document will be sent to clients via email or they can download it directly from your website.

Step 7: Share it with your client and team

Share it with your client for the final approval. Then share it with your sales and marketing team so they can start using it.

Step 8: Keep doing more business case studies

Finally, the last step on how to write a business case study is that we recommend making this a common practice. In this way, at the end of a service with a client, you can make a case study and add it to your library. In this way, you will always have updated case studies that help your team to close more sales.


From Imagine Hub, Digital Marketing and Web Design Agency, we hope that this article has provided you with clarity regarding how to write a business case study. Follow us on LinkedIn to keep up to date on the sector.

If you need support in the design and content for a business case study for your company, contact us and we will help you design one or more case studies that you can send and show to your clients in order to support your sales team. View service here