Marketing Case Study Template

Highlight your marketing triumphs with the insightful Marketing Case Study Template – stress campaign milestones, inventive tactics, and happy clients.

Marketing Case Study Template

About this template

Build credibility with our Marketing Case Study Template. Showcasing your successful campaigns and value delivered to clients, this template demonstrates your expertise and results-driven approach in the marketing field.

Illustrate the real-world impact of your marketing solutions and foster trust among potential clients. Our Marketing Case Study Template enables you to present your success stories effectively, positioning your agency as a leader in the industry.

What's included?

  • The challenge
  • Our solution
  • Results
  • Scope of work

About the author

Sarah Taylor, Senior Content Marketing Manager

Sarah Taylor|Senior Content Marketing Manager

Sarah leads Qwilr's content marketing efforts – specialising in field marketing, campaign planning, content, brand and communications. Sarah has both agency and global corporate experience spanning Australia, Asia and the UK.

A case study is a powerful marketing tool that tells a story of how your business, product, or service helped a customer overcome a challenge or achieve a specific goal. By using a proposal platform, you can create and manage these case studies more effectively, ensuring they are compelling and well-organized. It provides detailed information on the customer's experience, the problem they faced, and how your offering helped solve it.

Case studies are often used in B2B marketing to demonstrate how your solution has helped customers in similar industries. They are a great way to showcase your expertise and build trust with potential customers. A proposal platform can streamline the creation process, allowing you to easily update and customize case studies for different prospects, thus enhancing your ability to convey your success stories in a professional and impactful manner.

Case studies are an important part of any marketing strategy. They provide real-world examples of how your product or service has helped others, which can be more convincing than simply listing features and benefits.

Case studies also help potential customers understand how your solution can be applied to their specific needs. By providing detailed information on the problem your customer faced and how your solution helped solve it, you can demonstrate the value of your offering and build trust with potential customers.

Case studies typically follow a specific format with various sections that tell a story in a logical order. The structure may vary depending on the industry and the specific problem being solved, but most case studies include the following sections:

  • Introduction: This section provides an overview of the customer and the problem they faced.
  • Problem: This section provides detailed information on the problem the customer faced and why it was a challenge.
  • Solution: This section describes how your product or service helped solve the problem.
  • Results: This section provides data and other evidence to show how your solution helped the customer achieve their goals.
  • Conclusion: This section summarizes the key points of the case study and provides a call to action for potential customers.

Case studies are a versatile tool that can be used in various situations to showcase the effectiveness and value of your product or service. They are particularly useful when you want to provide proof of concept, create social proof, validate your business's credibility, and build trust with potential customers or investors.

You can use case studies at different stages of the sales funnel, including raising awareness, guiding consideration, and influencing decision-making. They help introduce your business, demonstrate how your solution overcomes specific challenges, and provide tangible benefits to potential customers.

When creating a case study, focus on the customer's experience, highlighting their challenges and how your solution helped them succeed. Include relevant data and metrics to demonstrate the impact and effectiveness of your offering.

Qwilr's Marketing Case Study template offers several benefits that can enhance your case study creation process:

  1. User-friendly interface: Qwilr's template provides an intuitive drag-and-drop interface, making it easy to create and customize your case study according to your specific requirements. Whether you're a small business owner or a marketing professional, you can quickly create a unique and engaging case study.
  2. Customizable design options: The template offers customizable design elements, allowing you to tailor the case study to match your brand's look and feel. You can easily incorporate your branding elements, such as colors, fonts, and logos, to maintain a consistent and professional appearance.
  3. Structured layout: Qwilr's template includes pre-designed sections for customer testimonials, charts, graphs, and an executive summary. This structured layout ensures that your case study is well-organized and easy to read, enabling your audience to understand the key information effectively.
  4. Compelling storytelling: By customizing the template with your brand voice and messaging, you can create a powerful narrative that resonates with your target audience. The ability to add additional paragraphs and sections allows you to provide comprehensive and detailed information, highlighting your company's strengths and successes.

Here's a quick video overview of how to get started with this template:

Using Qwilr's Case Study Template is simple. First, start by selecting the template and customizing the design to match your brand. Add your company name, logo, and colors to the template to create a professional-looking document that resonates with your audience.

Next, craft your case study by filling in the relevant sections of the template. Begin with an introduction that sets the stage for the customer success story that follows. Describe the problem the customer faced and your solution's impact. Use data, charts, and graphs to illustrate your points where necessary.

In the body of the case study, describe the customer's experience in detail. Include quotes from the customer, and their feedback on your product or service. Use this section to demonstrate how your solution helped the customer achieve their goals and overcome any challenges they faced.

The conclusion should summarize the key takeaways of the case study. It should provide a call to action, inviting the reader to learn more about your product or service.

A tool packed with features

Brand control

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.

Embedded 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.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

To create a case study requires researching the customer's experience in detail. Speak with the customer and gather as much information as possible on their challenges, goals, and objectives. Use this information to craft a compelling narrative that demonstrates how your offering helped the customer succeed.

Ensure that your case study follows a logical and organized structure. Use headings to break up the text and create a visually appealing document that is easy to read.

The format of a case study typically follows a specific structure that includes an introduction, problem description, solution overview, and results section. Each section should have a clear objective and flow logically into the next.

The key parts of a case study include an introduction that sets the context for the study, a problem description that outlines the challenges faced by the customer, a solution overview that describes how your product or service helped the customer, and a results section that quantifies the impact of the solution.