How To Write a Case Study: Meaning & Steps!

6 min readFeb 26, 2023

What is a Case Study?..

Earning the trust of prospective customers is the biggest challenge for most businesses. Before you expect them to buy products or services from your website or e-commerce store, you need to show your credibility and experience.

That’s where Case Studies come to their place and seem a promising form of content to share with your audience to tell them how your product or service helped one of your existing customers solve their pain point and get desired results.

How To Write a Case Study: Meaning & Steps!
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In this article, I will be taking you through the meaning of case studies to how you can write case studies for businesses. So, if you are a writer or marketer willing to know about case study writing and its advantages, keep reading this article.

What is a Case Study: Meaning

A case Study is a kind of story on how your existing customer overcame the specific challenge they were facing, by using your product or services. Generally, case studies are long and can be created as blogs, white papers, and even videos.

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In the corporate world, it’s common to write a case study highlighting a customer’s entire journey, their pain point, how they decided to use the brand’s product, how the used product or service solved their problem, and how they are doing at present. These are some common questions that need to be answered in the case study written by businesses.

What is the Ideal Length of a Case Study?

As discussed above, case studies are greatly in word count as they need to give a detailed overview of the customer journey and the solutions. However, if you are just starting with case studies, keeping your case study’s length 500 to 1500 words is ideal.

How To Write a Case Study: Meaning & Steps!
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Try to add an introductory portion of 100 words. While writing the benefits section, explain more with a limited number of words and add data, images, quotes, and other visuals to make the case study more appealing.

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How to Write a Case Study for Business?

1. Select a Case Study Template

Telling your customer’s real story of how they solved their biggest challenges using your product can be lengthy as it requires a lot of research and data and needs to be discussed in various sections. Therefore, selecting a suitable case study template that aligns well with the nature of your business is recommended.

2. Highlight Case Study Objectives

The main purpose of writing case studies is to showcase the credibility brand and value of your product or service. To properly convey your message and make the entire story interesting, decide the objectives you want to achieve by writing and sharing the selected case study. After reading the case study, simply try to answer what the client will get.

How To Write a Case Study: Meaning & Steps!
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3. Decide the Type of Case Study

Another step to writing a case study for business is to decide the format or type of it. There are many types of case studies, such as blogs, whitepapers, and videos. Decide on any of those and proceed with further steps.

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4. Select a Right & Suitable Candidate

You have a template and format for the case study. Now it’s time to find out the client or candidate to discuss their story and how they benefited themselves with your offering. However, ensure that the selected client has properly utilized your product, is well aware of its possible use cases, and has already used it for enough time. Also, pay attention to the client’s incredible results that they got using your products.

5. Map Out Candidate’s Complete Journey

After selecting a client for writing your case study, it’s time to deeply examine the candidate’s entire journey. Note down how they started, what obstacles they faced, what solutions they tried but didn’t work, where they came to know about your product, why they decided to use it, and how they started using it. Also mention after how much time they started witnessing the outcome. Create a checklist and draft to help you write your case study properly.

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6. Start with a Catchy & Clear Headline

You have all the information and resources required to write a case study. So, it’s time to write that you can start by writing a catchy and clear headline to attract relevant readers. You can also add a subtitle for supporting details and for increasing the user’s interest in reading the material.

How To Write a Case Study: Meaning & Steps!
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7. Write a Snapshot and then Client’s Introduction.

Writing a snapshot of a case study means you provide a brief overview of the company you will discuss. In the snapshot, you will find an additional brand name, its number of employees, the date of incorporation, the nature of the business, and a brief introduction. After writing a snapshot, write a candidate or client’s introduction in a few words, telling what product or services they used and for what reason.

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8. Discuss Their Root Problem

One of the important parts of a case study is writing the root problem that the client was actually facing. You can also give place to goals, consequences, and any hesitation. While writing all this information, keep the tone conversational and engaging at the same time. You can highlight how they learned about your product or service during this phase.

How To Write a Case Study: Meaning & Steps!
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9. Tell Solutions, Keep It Detailed.

In this section, discuss why the client chose you and whether they previously used any other product or strategy for the same problem. Don’t advertise because case studies are to share real stories of your existing clients to provide actual value to readers without being promotional. Share what products they use and purchase from you. Give a brief highlight on how they utilize the purchased product and, if possible, add the client’s quote.

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10. Describe Results & Benefits

It’s time to share the benefits and results that your client witnessed after using your products. You can also mention any bonus benefit they got in your case study. These will make the case study more practical and relevant from the readers’ perspective.

How To Write a Case Study: Meaning & Steps!
Photo by Kyle Glenn on Unsplash

11. Summarize with Conclusion

To summarize, add customer feedback and any advice they give after using your products. Also, mention if they recommended other businesses to use your products. Don’t only summarize well; pause and proofread the entire case study to check if you have missed anything or have over-added something. Edit properly and wisely to make it ready for publication.


This article discussed how to write a case study for businesses, along with their meanings and ideal length. Hopefully, you have understood how to write a suitable case study for your business or client to help them show their credibility among their targeted audience.

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An freelance content writer and blogger I'm passionate about tech, finance, marketing and writing hacks, and I love to share my knowledge and tips with others.