Professional and Compelling Case Study Template Documents
Microsoft Word case study templates and how-to guides to make your customer stories fly.
30 Microsoft Word editable Case Study Template documents to download.
Plus all the email templates and guides you need to manage a professional case study process.
Case Study Templates and Guide
What’s included in the Case Study Template Pack:
- 30 x Microsoft Word Case Study Templates – simple to edit and easy to fill in
- Long-form and short-form template versions to choose from (15 long-form templates and 15 short-form templates)
- Templates available in 6 different color options
- A 30-page guide on how to write and create your business case study, complete with example text to help you fill in your case study
- Case Study Request Email Template – text for you to copy and paste to send to your customers to request a case study
- Case Study Release Form – ready to be sent to your customers to get approval for creating and sharing your case study
- Case Study Questions File – all the questions you need to ask to create a compelling business case study
Why choose our Case Study Template Pack?
Let’s understand a bit more about what’s included in our Case Study Template Pack.
We’ve included an info-packed 30 page guide on how to create a compelling business case study – walking you through each step with sample text to help you create your own case study.
Microsoft Word Templates
All templates are build in Microsoft Word so you can edit them, change the branding, add new sections – whatever you like. Easy to edit, simple to use. What more do you need?
Case Study Request & Release Form Templates
We’ve also added a Case Study Request and a Case Study Release Form template to support your end to end case study process.
Make your customer stories fly
Good marketing relies on amazing customer stories – but so often, these stories never see the light of day. We’re here to make it as easy as possible to get your story out there – with our simple to edit templates and our comprehensive guide to support you through every step of the process.
Following our expert guidance and using our Word templates, you’ll end up with you a professional and customer-ready case study – and all of the supporting tools and templates to make the process go as smoothly as possible.
Tell your story today.
Download your Case Study Template Pack and get editing.
How will I receive my downloadable template pack?
Once you have placed your order, your template will be emailed to you ready for download. If you pay via PayPal and not using a Credit or Debit card, then your order will be emailed to the email address associated with your PayPal account. You can instead pay with a Credit or Debit card via PayPal’s Guest Checkout option, where it will ask you to enter your email address.
The download link is sent automatically to you in your Order Confirmation email. If you haven’t received your template pack, please check the email address associated with your PayPal account. If you still haven’t received your pack, then email us at firstname.lastname@example.org
Do I have to pay with PayPal?
You can pay via your PayPal account, or via a credit or debit card, by using PayPal’s Guest Checkout option. You do not have to have a PayPal account to purchase the template pack.
Do I need to have any special software to access the template files?
All template files are created in Microsoft Word – so you don’t need access to any special design tools to edit our templates.
Can I use this template pack to create playbooks for my clients?
The template pack and all supporting documents are only licenced for a company’s own use. The template pack cannot be used to create playbooks for clients or third-parties as a chargeable product or service.
Frequently Asked Questions
What makes a good case study?
A good case study focuses on the most important part of the entire process: your customer! It’s about telling a good customer story – sharing their challenges, their business aims, and the business value that your product or service has delivered to them.
What is a case study?
A case study is a chance to show your prospects how you deliver value to your customers. It’s an opportunity to put your products and services into context; demonstrating how they work in a real, live customer situation, and how they are actually helping customers. It’s all very well you telling people how great your product is, but there’s nothing like a case study where your customer can tell the world how great your product is!
How do I write a case study?
Don’t worry, our 30-page guide takes you step by step through every stage of the case study writing process, giving you questions to ask your customer, questions to ask yourself and sample text to give you an idea of what to write.
We help you to write a professional and compelling business case study that your customers will love.
Are there any case study examples to help me?
In the Case Study Template guide, we include sample text in each section to give you an example of what to write for your own case study – and we give you lots of pointers to guide you along the way. It’s the easiest way to Do-It-Yourself possible!
Ready to get started?
Our mission is to make it super easy for you to create incredibly professional and credible business documents.