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Consulting Case Study Template

Create a professional document that conveys your message with Qwilr’s Consulting Case Study Template. Embed images, spreadsheets and more into your personalised document and save it down for future use.

Make a visual statement

Make a visual statement

With a simple editor, creating your consulting case study template is easy. You can include powerful images and captivating videos to really showcase what you're capable of.

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Creditable case studies

Showcase your finest work and win over clients by embedding spreadsheets, data tables, calendars and more right into your Consulting Case Study Template.

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Use it over and over again

Save your personalised template to streamline your future workflow.


Looks great on any device

Qwilr’s service proposal template uses responsive design so it looks great on any device.

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Make it part of your website

Assign a sub-domain (i.e. to your Qwilr account to make the whole experience seamlessly integrate with your brand.

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Facilitate conversation

Use live chat so your clients can ask you questions when they're looking at your consulting case study.

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Know the moment it's viewed

Receive notifications in Slack, Hipchat, via email or on multiple other messaging platforms when your client opens your consulting case study so you know when to follow up to secure the job.


Win more work

Use analytics and retargeting to convert people who view your video production case study into customers.

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See interactions in your CRM

See a full history of your prospects interactions with your case study in the timeline view in Salesforce or HubSpot CRM.

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Know what's working and what isn't

See how many times your case study has been viewed, where from, what content was most viewed, etc with our deep analytics.

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Serve targeted ads to potential clients

Win more jobs by triggering retargeted ads on Facebook and Google to people who have viewed your video production case study.

See the template in action

Frequently Asked Questions

Will my consulting case study look good on mobile & tablet devices?

With Qwilr, when you send your proposal to your prospects as a webpage, you can rest assured they are viewing a design optimised proposal on any device they’re reading off. This is because our software uses design responsive elements to detect what device your prospects are reading on and adjust the proposal accordingly.

How can I protect my consulting case study?

Qwilr’s sales proposal software provides security features that help protect your company and your team’s materials.

Specific security measures include password protection and Google and LinkedIn account authentication.

Can prospects sign my consulting case study digitally?

What happens after a customer selects and accepts the service package they want?

Typically, PDF files would need to be uploaded and sent independently or on a platform like DocuSign.

But with Qwilr, we integrate all the functionalities you would need to execute a great sales process from beginning to end. With this, we created an online signature feature, letting your prospects select, accept and sign all in one place and one go.

Can prospects pay for services through my consulting case study?

Yes! Sales leads can pay for the services they want on the very same proposal they learned about your services.

We understand the need for a seamless, integrated experience for both your sales team and a potential client, so all the prospect needs to do is enter their credit card details into the secure in-built payment feature of Qwilr.

Once their card is debited, you’ll receive your payment within a few days.

How do I know when people view my consulting case study?

With Qwilr’s proposal software, you can be notified the moment that your lead views your proposal, allowing you to send your follow-up responses at the perfect time.

These notifications can be sent to you in various ways, such as through HipChat, Microsoft Teams, Salesforce Chatter or Slack. Qwilr integrates and works with all major communication channels and CRM systems so you can choose to receive notifications however you want.

How do I see what content people engaged with in my consulting case study?

Creating your consulting case study with Qwilr means that you can see when and how recipients interact with your proposal.

With this information, you’re able to eliminate some of the guesswork and use Qwilr data to help frame your next email or call to the prospect.

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.