If buildings have blueprints, businesses have case studies. Business case studies help you sell your products and services, as well as making your business rise up into the competition. If you’re having a hard time how to write one, then it’s your lucky day! Below is a thorough guide on how to effectively write business case studies.

What in The World is A Business Case Study?

Before anything else, we have to know what is a business case study. A business case study is a blueprint-like material that allows you to see in what way to provide a solution to your client’s problems. It’s like providing the consumer with a visual representation of how his/her problems can be solved.

Business case studies play a vital role in the success of a business’ and its growth. The whole purpose of why a business case study exists is to make your potential business prospect to be comfortable working with your company. It allows them to see beyond what’s happening under the hood of your business. Other benefits of having a business case study also include return on investment, cost savings, and other statistical numbers your prospects would definitely want to see.

Now that we know what a business case study is all about, let’s get right into the guide below.

Choosing the Right Client for Your Business Case Study is Crucial

Assume you just completed a project with a client and everything is already laid out, it’s time to document the whole situation in the form of a business case study. What you have done is you just have created a powerful tool for your business.

If your client is satisfied by the results of the process (assuming that their problem is a complicated one), then you can request the client if they want their success stories to be documented as a business case study. If they approved, then you’re good! Keep in mind that you have to provide the client with a case study form for your client to fill up.

Writing A Business Case Study

Below is a curated guide on how to write an effective business case study. Make sure to check and follow each one of them to save yourself from trouble.

Knowing the Initial Problem

  • Ask the client about the problem and why they choose your services over the others.
  • Define the areas where these problems exist and see what kind of solutions fit into them.
  • Is there an existing company that provides a solution to the said problem? or not?

Finding the Solution

  • In what way are you searching for the solution?
  • Did a particular solution pop up into your mind whenever you were seeking for help?
  • Ask the client why they choose your services in this sea of competition in the market.


  • What are the benefits your company has bought to the client?
  • Did your services saved time and money that made the client’s life much easier?

Visualization is a Must

Now that you’ve got the info you needed, it’s time to create a colorful visual case study template for it. Try to make it look consistent and readable as possible and avoid putting in too much information that is not needed. Fonts, color choices, headers, and the like play a huge role in your visual business case study. Ensure that the final product is skimmable that won’t put people into a bore-fest once they’re reading it. Additionally, you can also add videos, graphs, and charts to make it even more presentable.

Summing it Up

You are now done with your client’s case study, and the last thing you need to do is to rewrite the case study in the form of a customer story. It’s like retelling the story of the victory your company has done. Use details such as statistical numbers to make it more convincing. This helps your business gain the attention it needs to rise to the top.

Spreading the Word

You’re all done with your business case study, and now’s the time to share it into the world. You can bake it into your website, or share it to your social media accounts to gain even more attention. Make sure that your business case study is accessible to many, not just limited to people you’ve chosen.

Never underestimate the power of business case studies. It’s not just a piece of paperwork; it’s a tool to arm your business for future generations to come.