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Building an Impressive Case Study for your Startup

A case study can play a critical asset for an emerging brand, building credibility to motivate future investors and capture clients. Additionally, case studies often function as public relations tools that award shows require for experts to review a company’s work. In essence, a case study uses a narrative format to outline a business challenge, the methodology behind a solution, and its results over time. 

To build an engaging case study, you must first:

1: Introduce your company

The best way to start your case study is to open with a brief elevator pitch or company tagline. This way, you’ll position your business giving you control over how it’s perceived.

Look for ways to highlight positive aspects of your business in your introduction, such as your lightning-fast turnaround times or your all-star business development team. This way, you can set the tone before you dive into “the challenge.” 

2: Explain the business challenge and the stakes

To begin digging into your success story, show your audience the beginnings of the project. Start by explaining the problem your client faced or the results they hoped to achieve. Keep your conclusion section in mind, so your initial challenge is consistent with the case study’s ultimate results. 

3: Offer context using data

For your audience to understand your success, they must understand its context. Offer perspective and emphasize the stake of the project. Talk about the market, audience, timeframe, as well as your resources and competition. 

As you illustrate your context clearly with relevant data, avoid any fluff! Only use data that highlights your results.

4: Present your solution

Time for the big reveal: your value proposition. Begin by going over your initial objectives, then introduce the methodology behind your solution. 

Now’s not the time to be humble! Highlight the innovative approach behind your methods. Then, illustrate the game plan you used to solve your client’s problem by dividing it into chronological phases. Outline how each pivotal moment led into the next, explaining the logic and the mechanics behind each stage. 

5: Showcase your WIN

Now that you’ve revealed your game plan present your victory! This section should use data to illustrate and back up each goal you set out to achieve with things like before and after comparison charts, ROI figures, media mentions, market share growth, and anything else to help illustrate your success.

If you can swing it, nothing conveys credibility like a glowing client testimonial that reaffirms your solution and reliability. A testimonial may offer that past client valuable exposure, so mention the advantages of endorsing you when asking for their involvement. 

6: Close with a bang!

As you wrap up your case study, summarize how you solved the initial challenge, emphasizing your value proposition and how it sets your business apart. 

As I said before, your case study is your opportunity to showcase your innovative and unconventional problem-solving. Accentuate the fact that you’re always keen for a challenge to lock in your viewers’ high regard. 

Bottom Line

Keep in mind that a case study doesn’t need to be a flashy sales tool, but it should comprise persuasive storytelling. Make sure the case study positions you as the perfect solution for your customer’s business needs, and your case study will be a powerhouse tool for success. 

About the Author

Alejandra Copeland cut her teeth as a visual communication expert by producing and editing video content for MTV Networks, NBC Universal, and Viacom. Since 2004, Alejandra has pushed Andromeda Productions as a premier marketing video production agency. She has created enduring client relationships with multiple Fortune 500 companies such as MasterCard and Sony Music US Latin.


Leveraging 20 years of experience with visual storytelling, I’ve created Ok, Yes! a toolkit for the early-stage startup. It’s loaded with how-to guides to creatively empower founders tackle things like:

🟡 𝚆𝚛𝚒𝚝𝚒𝚗𝚐 𝚊 𝚙𝚒𝚝𝚌𝚑 𝚏𝚘𝚛 𝚢𝚘𝚞𝚛 𝚜𝚝𝚊𝚛𝚝𝚞𝚙

🟡 𝙿𝚛𝚘𝚍𝚞𝚌𝚒𝚗𝚐 𝚊 𝚙𝚛𝚘𝚍𝚞𝚌𝚝 𝚍𝚎𝚖𝚘

🟡 𝙼𝚊𝚔𝚒𝚗𝚐 𝚊 𝚙𝚎𝚛𝚜𝚞𝚊𝚜𝚒𝚟𝚎 𝚌𝚊𝚜𝚎 𝚜𝚝𝚞𝚍𝚢

🟡 𝙲𝚞𝚝𝚝𝚒𝚗𝚐 𝚙𝚛𝚘𝚖𝚘𝚜 𝚝𝚘 𝚕𝚊𝚞𝚗𝚌𝚑 𝚢𝚘𝚞𝚛 𝚋𝚛𝚊𝚗𝚍

🟡 𝙲𝚛𝚎𝚊𝚝𝚒𝚗𝚐 𝚑𝚎𝚕𝚙 𝚊𝚗𝚍 𝚑𝚘𝚠-𝚝𝚘 𝚌𝚘𝚗𝚝𝚎𝚗𝚝

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