Case Study Creation Kit [+Templates]

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case study templates

Showcase your company's success using these three free case study templates.

Download for Free
Download for Free

What's inside:

  • 3 Text-Only Case Study Templates to Upload to Your CMS
  • 3 Designed Case Study Templates to Share Directly with Prospects
  • A Data-Driven Case Study Template
  • A Product-Specific Case Study Template
  • A General Case Study Template

Case studies give you the chance to show – instead of just tell.

When shopping for a new product or service, you'd trust the customer who's already used the product or service over the sales guy. Getting a real-life opinion from someone is always more helpful, because it’s both unbiased, and often rooted in a common experience.

Case studies add authenticity to your business, as well as credibility and social proof that your product or service has truly helped others overcome their challenges and achieve their goals.

Case studies help your leads envision how your product or service would fit into their lives, and often act as that missing piece that moves them to take purchasing action.

Need help getting your first case study off the ground? Look no further. We've put together  templates designed to make the process a whole lot easier. 

Frequently Asked Questions (FAQs)

  • HubSpot's Case Study Start Kit provides tips on how to write a case study. Instead of the traditional write-by-numbers approach, choose from 3 different case study templates to save time on writing a great case study: a general case study format, data-driven case study format, and product-specific case study format.

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  • A case study is a detailed, in-depth report of a business problem and how it was solved. A good case study starts with a quick summary of the case, then describes the background of the person or organizations, defines a few specific problems, explains how the problems were addressed, and concludes with the overall results of the case that was alluded in the original summary. HubSpot's Free Case Study Starter Kit makes learning how to structure a good case study simple and easy.

  • Absolutely!

    Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

  • A case study is a research method that entails an in-depth examination of a particular subject. It may include the context and background of the subject, details about how they operate, what problems are faced by them, and what solutions have been applied to solve these problems. For example, Casio had built a system internally to manage its customers data but it did not work well with other tools they used in the marketing and sales departments. By migrating to HubSpot's Growth Suite, they bridged the gap between the marketing and sales department with a shared CRM and grew traffic by 12%, leads by 496%.

  • Case studies are used to analyze and describe the performance of a particular product, service or system. The most common type of case study is a "success story" that describes how an organization was able to use some new product or process successfully in order to achieve its goals. HubSpot's Free Case Study Templates comes in a three formats: general case study , data-drive case study, and a product-specific case study.

  • Creating a case study page is a way to showcase your expertise and how you've helped others. You can use case studies as a lead generation tool, as well as an additional resource for those who are looking for information on what you offer. HubSpot's Free Case Study Creation Kit comes with 3 templates in both Google Docs and Microsoft Word to help you walk you through creating a case study page of your own.

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