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Craft a Killer Marketing Case Study in 5 Steps (Best Templates Included)

Craft a Killer Marketing Case Study in 5 Steps (Best Templates Included)

Hanisha Kapoor

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Why should customers believe in your brand? Sure, testimonials work great. But is this sufficient for them to trust your product?

Consumers have become numb to bold claims, glorious copies, and overdone videos. They want to see if your product or service delivers valuable results or not. 

Thus, you need a concrete marketing case study to present valuable data for converting leads. Marketing case studies help demonstrate how you tackle a problem and provide a solution. It helps you highlight your products as the optimal solution for the customers, thereby creating authority for your company and gaining the trust of the audience.

This is the big-picture value of a marketing case study. Let us delve deeper and narrow our focus on the importance of case studies in business.

Reasons Why Case Studies Matter

  • Niche-specific: Case studies are niche-specific and targeted by nature. They zoom in on a particular goal related to your product offering. As a result, they resonate with your target market.
  • Problem and solution-centric: Case studies explain how problems are solved. Most people are looking for an optimal solution to their problems and the reason behind the solution. So, case studies serve as the foundation for the “why”.
  • Support social proof : Case studies backed with customer reviews work as a proof for the audience that your solution is good. Consumers research and gather information on products they want to purchase. Thus, a well-structured case study positively influences a customer’s buying decision.

Key Components of an Effective Marketing Case Study

Below are the three essential elements that should be considered before putting together or revamping a case study:

  • The Problem: The strongest appeal of a marketing case study is that it addresses real-life issues. Thus, emphasize the core problem relevant to your target audience, industry or segment to leave an immediate impact on the customers and establish trust.
  • The Solution: This element builds the case for the sponsored product or service. The ideal way to tackle this section of the case study would be to include several solutions available in the industry. Explain how they are incompetent and not meeting the needs of the audience. It will help you introduce your solution and promote its credibility.
  • The Results : This is the part of the case study where you shine. Align your case study to specific problems with results to show your audience that you have successfully resolved their issues.

Give your customers a glimpse into what they can potentially achieve from partnering with your company.

These are the essential components of a marketing case study. However, how to create a marketing case study of your own?

Let us walk you through some steps to help you design a case study. We have also included some actionable PowerPoint templates which you can incorporate in your case study to outshine your competition.

Let’s begin!

Choose a case study that caters to your target audience : Companies publish numerous case studies. It is because each case study targets a different segment. For example, a case study about traditional apparel won’t interest someone shopping for resort wear. Therefore, decide on the target audience and create a solid marketing case study for them.

Template 1: Case Study for Corporate Research PPT Slide

This is a professionally designed PowerPoint template for helping you outline your case study targeting research specialists, market analysts, corporate professionals, and more. Highlight the problem, provide a solution, and its benefits that helped the audience uplift their performance and deliver positive results. Deploy this ready-made PPT template and use it at your convenience.

Corporate Market Research Case Study PowerPoint Graphic

Download this template

Template 2: Case Study for Dairy and Milk Products PPT Slide

Here is another flexible PPT slide designed for the audience from dairy and milk products. Incorporate this visually appealing PowerPoint design and put forward the actions taken by your company to mitigate the customers’ problems. Use this fully editable PowerPoint design to help your audience resonate with your organization. Download now!

Case Study for Dairy Products PPT Slide

Grab this slide

Use Storytelling: Filter the parts of a case study you want to highlight and start unraveling the narrative. Make your case study sound exciting by discussing the details, relevant points, colorful anecdotes, etc.

Template 1: Coca Cola Case Study PowerPoint Graphic

This is an extensively researched PowerPoint template covering essential details of a company such as a problem, solution, key stats, competitors, revenue comparison, and more. You can employ this PPT design and create a compelling success story to engage the readers. It is a customizable slide. You can use it and add your company’s details to personalize it.  

Coca Cola Case Study PowerPoint Design

Template 2: Case Study for Online Mail Marketing PowerPoint Slide

Deploy this innovatively designed PPT slide to help you showcase the struggles of your customer. Incorporate this actionable PowerPoint template to demonstrate your approach to executing solutions and their results. Download this customizable PowerPoint graphic and use it as per your requirements.

Case Study for Online Marketing PowerPoint Layout

Flaunt great results: Results are significant. You must mention them in a numeric form to impact the audience. The motive for including results in a case study is to capture the attention. If you succeed at keeping your audience engaged, you are more likely to acquire loyal customers and keep them for life.

Template 1: Case Study for Marketing Campaign PowerPoint Template

Incorporate this ready-made PowerPoint template and throw light on the numbers. Showcase the financials and prove how your solution has escalated the sales and increased the revenue. It is a customizable PowerPoint design to help you add your content as per your needs.

New Product Case Study PPT Template

Template 2: Case Study for Inbound Marketing Strategies PPT Layout

Here is another expertly designed PowerPoint template which you can use to showcase the results of your implemented solution. Highlight the sales, growth, revenue, and more to make your audience believe in your brand. Deploy this customizable PowerPoint template and use it to meet your professional needs.

Case Study for Inbound Marketing Strategies PowerPoint Graphic

Experiment with Designs: Layouts, graphs, images, and hues are vital in making a marketing case study a success. Try different designs and create a fascinating case study to keep the audience hooked to their seats. Mix and match colors with the theme of your case study and incorporate visuals that correlate with your customers.

Template 1: Wendy’s Case Study PPT Template

This visually appealing PowerPoint template comprises graphs and suitable colors to attract the audience. It becomes easier to present the large chunks of numbers in charts to help customers understand the growth. Deploy this editable PowerPoint template and use it to display your data in the form of graphs to support your success story.

Case Study PPT Diagram

Template 2: Case Study for Content Marketing PowerPoint Slide

Use this stunning PPT graphic showcasing a relevant image and color to enhance a case study design. Deploy this captivating PowerPoint template and use it to personalize your case study. The graphics and color in the slide are easily customizable. You can use it to meet your brand’s needs. Download now!

One-page case study PPT Template

Download this slide

Ask for feedback: Do not end your marketing case study without asking for feedback. Let the conversation flow and learn what your customers want from you. Ask for suggestions, recommendations, improvements, and more to know your audience better.

Template 1: Case Study Social Media Summary PowerPoint Template

Incorporate this professionally designed PowerPoint template and jot down the suggestions in your case study. Use this PPT design as a source of learning from your customers about your business, products, and se

Business Case Study PowerPoint Slide

Grab this template

Template 2: Case Study Document Report PowerPoint Slide

Deploy this actionable PowerPoint template and use it to invite readers to provide you with a feedback. Download this fully editable PowerPoint template to gain useful insights into your business from your audience.

Case Study for Market Assessment Services PowerPoint Diagram

A polished marketing case study requires research, time, and effort. However, it is worth the time as it helps convert your leads into customers. Therefore, gather the required information, track your record, and demonstrate your work using SlideTeam’s’ customizable PowerPoint templates. Incorporate these actionable PowerPoint slides and build a robust case study for your audience. 

Grab these fully editable PowerPoint slides from our monthly, semi-annual, annual, annual + custom design subscriptions here .

P.S: Wish to convert your visitors into customers? Explore our exclusive guide featuring one-page case study PPT templates to help you impress your clients with your services.

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Top 10 E-commerce Case Study Templates for Business Reality Check

10 best digital marketing case study templates to highlight your unique and rewarding strategies [free pdf attached].

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Single-Slide Case Study Presentation Example Template PowerPoint

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Marketing Case Study Example Template PowerPoint

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Problem-Solution-Impact Case Study Example Template PowerPoint

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Comparative Study Example Template PowerPoint

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Customer Journey Case Study Template for PowerPoint Example

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Case Study Storyboard Example Template PowerPoint

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

  • Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
  • Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
  • Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
  • The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
  • Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
  • Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
  • Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
  • Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
  • Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
  • Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
  • Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

  • Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
  • Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
  • Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
  • Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
  • Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
  • Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
  • Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

Gayle Kalvert

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Cari Jaquet

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

  • Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
  • Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
  • Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
  • Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
  • Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
  • Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
  • Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
  • Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
  • End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
  • Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

Remember: 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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About this template, feature of this template   .

  • The Slides are available in different nodes & colors.
  • This slide contains 16:9 and 4:3 format.
  • It is easy to change the slide colors quickly.
  • It is a well-crafted template with an instant download facility.
  • The best PowerPoint theme template.
  • It is a well-designed presentation template.
  • Best template for presentation.
  • Highly compatible with PowerPoint, Google Slides and Canva templates
  • Marketing Case Study
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Case studies are very much essential for the development of a new product, service or department for a company. In addition, personal case studies also play an important role in personality enhancement and detailed analysis of an individual’s behavior. It’s like dislikes, hobbies – everything. Despite corporate and business use, Case studies are the ultimate tool for successful medical research purposes. As it can help you present your ideas that you’ve gathered for quite a period of time, in front of the audience in a very simplified manner. Therefore, this Case Study PowerPoint Template remains specifically designed for the purpose.

The Case Study Template contains all the tools you need to successfully prepare your presentation. The first slide gives you the opportunity to make a short description of your main theme. On the right side of the slide, you can indicate the problem that you plan to solve, describe the actions required to solve it, and in the end describe the result. This slide is suitable for preparing a startup, where you can describe why this project is being developed and what client problem it solves. The second slide will also help you describe your actions to solve the client’s problem. For example, sales managers, when presenting a new product to a client, can indicate what benefits the client will receive and what problems the client can solve this product. Engineers can apply this slide to prepare their innovations to improve equipment efficiency. The next slide combines the presentation of text data in the form of a block and a table. This slide can be used by heads of advertising departments in the preparation of advertising campaigns. For example, on the left side you can describe the content of the advertising company, and on the right side the goals that this company will solve. The last slide is different from the rest of the template slides. This slide has the ability to place a photo of the speaker. This slide also allows you to structure your data in the form of sequential actions. This slide is perfect for describing the outstanding achievement of the best employee of the week or month

Consisting of 4 slides, this Case Study Powerpoint Template is very simple and unique at the same time. Its straightforward design, simplified layout, and use of soft colors are the cause of its distinction and effectiveness. The individually designated dialogue boxes and graphical representations/icons/doodle art prove to be an effective tool for idea proposing. You can use this template in your business meetings, for the company’s development researches, market studies, health-related purposes and even can use it for your websites. As the Case Study Format for PowerPoint template remains completely editable. Therefore, offering the flexibility to use it in a variety of ways. You can change the color scheme of the template based on your corporate colors. You can also change the position of the blocks on the slides. Thanks to the above, you can insert the slides of this template into your other presentations. The Case Study Template can be used by employees of research institutes or university professors when preparing a report on their achievements in a particular field. This template will also be useful for government officials or news workers when describing the achievements of famous scientists, businessmen, or public figures.

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marketing plan case study ppt

Marketing Case Study PowerPoint Template

marketing plan case study ppt

Product Description:

The Marketing Case Study PowerPoint Template has a structured and professional design. It ensures that the key elements are effectively communicated, making it easier to convey the success and impact of marketing strategies to the audience.

There is a header for the title of the case study. The slide is then divided into three parts. It has subs like overview, approach, result, and conclusion. The blue and white color scheme conveys a sense of professionalism. There are placeholders that can be edited as per the study. Each point has an icon for each section. The results section can include the percentage or score of any research or study. The conclusion can be given based on the findings, and a final take away can be provided. 

This marketing presentation template can be used by marketing professionals, sales teams, business development teams, corporate communication teams, consultants, and educators. This template can be customized based on the study, analysis, and data. All the elements can be edited. Additionally, it is compatible with PowerPoint and Google Slides. 

Try our templates without paying a cent! Search the Presentation templates free to get access to our trial membership plan, which gives you 2-day access to our selective templates for free.

Features of this PowerPoint Template And Google Slides Theme:

  • 100% editable with easy-to-use features.
  • Contains 4:3 and 16:9 aspect ratio suitable for all types of screens.
  • Includes icons, images, graphics, and infographics to capture audience’s attention.
  • Compatible with both Google Slides and Microsoft PowerPoint.

marketing plan case study ppt

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marketing plan case study ppt

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

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9 minute read

Case study presentation example

helped business professionals at:

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Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

where case studies fit in the marketing funnel

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

  • Problem-solution case study
  • Before-and-after case study
  • Success story case study
  • Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

How to write the perfect case study

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

  • Introduction
  • Company overview
  • The problem/challenge
  • Your solution
  • Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

Storydoc next step slide example

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Static PDF example

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Narrator slide example

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end. You can upload your own interactive elements or check stock image sites like Shutterstock, Adobe Stock, iStock, and many more. For example, Icons8, one of the largest hubs for icons, illustrations, and photos, offers both static and animated options for almost all its graphics, whether you need profile icons to represent different user personas or data report illustrations to show your findings.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Static PDF example

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Auto design adjustment

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

  • A video on the cover slide will cause 32% more people to interact with your case study .
  • The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
  • The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

  • The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
  • The timeline slide lets you present your solution in the form of a compelling narrative.
  • A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

  • Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
  • Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
  • The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

  • Various data visualization components let you present hard data in a way that’s easier to understand and follow.
  • The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
  • Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

  • Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
  • Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
  • Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

  • Dynamic variables let you personalize your deck at scale in just a few clicks.
  • Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
  • Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

  • Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
  • Data visualization components can be used to present real estate comps or the value of your listings for a specific time period, making it ideal for any real estate platform .
  • Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

  • Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
  • The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
  • Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

  • The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
  • Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
  • Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

marketing plan case study ppt

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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