About this template
Showcase your consulting expertise with our Consulting Case Study Template. Highlighting successful projects, innovative solutions, and client satisfaction, this template builds credibility and trust with potential clients.
Illustrate the real-world impact of your consulting solutions and foster trust among prospective clients. Our Consulting Case Study Template enables you to present your success stories effectively, positioning your consulting business as a leader in the industry.
- Scope of work
About the author
Jess Tassell|Fractional CMO
Jess is the Fractional CMO at Qwilr, looking after product marketing, growth, content functions and more. Prior to Qwilr, Jess was the International CMO of StubHub International (eBay owned $5B marketplace), where she led a team of 44 marketers across 69 markets. Jess also has extensive strategy consulting experience in Australia and the United States from starting her career at EY.
A Consulting Case Study is a document or report that presents a detailed analysis of a particular project, business problem, or scenario that a consultant or consulting firm has worked on in the past. The purpose of a case study is to illustrate the consultant's or consulting firm's approach to problem-solving, showcase their expertise, and demonstrate the value and results they can deliver to their clients.
Here's a brief outline of what a typical Consulting Case Study might include:
- Introduction: This is where you give a brief overview of the client – who they are, what they do, and what their business landscape looks like. You might also discuss why they approached you for consulting services.
- Problem/Challenge: This section will outline the specific problem or challenge the client was facing. This could be anything from a decrease in sales, a need for a technology overhaul, or difficulties in strategic planning. It's important to be detailed in explaining the complexity of the problem to highlight the depth of your problem-solving capabilities.
- Approach/Solution: This might include the methodologies or frameworks used, team members involved, and the timeline of your work. This is your chance to illustrate your unique approach to problem-solving.
- Results: In this section, you present the outcome of your work – the concrete results or improvements seen by the client due to your consulting services. The more specific and quantifiable the results, the better. This could be improved sales numbers, cost savings, improved operational efficiency, etc.
- Conclusion/Testimonial: Finally, you conclude the case study with a summary of the project and the results achieved. If possible, include a testimonial from the client. This not only enhances the credibility of the case study but also provides prospective clients with a firsthand account of your work.
As a consultant, you can use case studies to persuade potential clients to sign up for your services, showcase your expertise to existing clients, and share your success stories with your network. You can use case studies when:
- You want to illustrate your consulting process and methodology.
- You want to demonstrate the positive impact of your services on a client's business.
- You want to showcase your solutions to a particular industry's challenges and highlight your industry-specific expertise.
Writing a consulting case study from scratch can be time-consuming, especially if you're not familiar with the format and structure. However, with Qwilr's consulting case study template, you can create a professional-looking and effective case study in no time. Here are some benefits of using Qwilr's template:
- It is visually appealing and customizable to match your brand's colors and aesthetic.
- It is interactive and allows you to include multimedia elements like videos, images, and charts to showcase your data and results effectively.
- It is mobile-responsive, making it easy to share with potential clients on any device.
- It is easy to use, even for non-designers.
Using Qwilr's consulting case study template is easy. Here are the steps:
- Sign up for a Qwilr account.
- Select the consulting case study template from the template gallery.
- Customize the template to match your brand's colors and aesthetic.
- Edit the sections to include your project description, challenges, solutions, and results.
- Add multimedia elements like images, videos, and charts to showcase your data and results effectively.
- Share the case study with your network using a shareable link or downloading it as a PDF.
A tool packed with features
Establish your brand settings once and automatically apply to every piece of collateral.
Collect payments instantly from customers with Stripe or direct to your own payment system.
Security & GDPR
Add security features like password protection and link expiry to protect sensitive content.
Add Calendly links, videos, surveys, Looms, GIFs and more to every page.
Get deals signed on the spot with built-in e-signing ability.
Create a library of reusable content for sales reps.
Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.
Set up permissions so your team accesses only what they need.
Empower buyers with interactive pricing plans and quotes.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.Explore case study templates
Frequently asked questions
Writing a consulting case study can be challenging, especially if you’re not sure where to start. Here are some tips on how to write a compelling and effective consulting case study:
- Start with a clear and concise introduction that outlines the client's problem and your proposed solution.
- Describe your proposed solution in detail, including your methodology, timeline, and budget.
- Include visuals like images, videos, and charts to showcase your data and results effectively.
- Highlight the positive impact of your services on the client’s business, including any measurable results like increased revenue, improved customer satisfaction, or cost savings.
- Close with a summary of the outcomes and a call-to-action for potential clients.
Structuring a consulting case study is essential to make it easy to read and understand. Here is a recommended structure for a consulting case study:
- Introduction: Introduce the client's problem and your proposed solution.
- Context: Describe the client's industry, market position, and competitive landscape.
- Challenges: Outline the specific challenges the client faced and how they impacted their business.
- Solutions: Describe your proposed solutions, including your methodology, timeline, and budget.
- Results: Highlight the positive impact of your services on the client's business, including any measurable outcomes like increased revenue or customer satisfaction.
- Conclusion: Summarize the outcomes and provide a call-to-action for potential clients.
When writing a consulting case study, it's crucial to include the following elements:
- An introduction that outlines the client's problem and your proposed solution.
- Specific details on the challenges your client faced.
- A clear explanation of your proposed solutions, including your methodology.
- Data and metrics to demonstrate the positive impact of your services.
- A summary of the outcomes and a call-to-action for potential clients.