Free case study template — download and fill it in

What is inside the template

Eight sections in the order a buyer evaluates you, with a prompt under each so you never stare at a blank heading.

• • Headline — the client and the outcome in one sentence
• • Client snapshot — name, industry, size and the headline result
• • The problem — what was going wrong and what it cost them
• • What they tried first — the workaround that did not stick
• • The solution — what you did, in the order you did it
• • The result — a before-and-after metrics table with a timeframe
• • In their words — one direct, lightly trimmed client quote
• • Call to action — the next step for the reader

The five questions that fill it in

Ask these on a short call or as a voice-note request. Each answer maps to a section, so you never collect praise you cannot use.

• • What was the situation before we started, and what was it costing you?
• • What had you already tried, and why did it not stick?
• • What made you decide to go ahead with us?
• • What is different now — and is there a number attached to it?
• • What would you say to someone weighing up the same decision?

Pre-publish checklist

The template ends with a checklist, because most case studies fail for the same handful of avoidable reasons.

• • The outcome appears in the first sentence
• • Every claim has a number or a named source
• • The quote still sounds like the client, not your marketing team
• • The client has signed off on names, logos and figures
• • There is a clear next step at the end

Or skip the blank page entirely

The slow part is not the template — it is getting the client to answer, then shaping a rambling reply into something publishable. ProofMints handles both: send a collection link, collect a written reply or voice note, and get a drafted story back in this exact structure.