Workflow Templates: Case Study Checklist

Research client industry and market position

Gather key client data including size, revenue, and target audience

Understand client's primary objectives and goals for the case study

Collect previous marketing and sales data relevant to the case study

Identify unique selling points and competitive advantages of the client

Draft a compelling story arc that highlights the client’s journey

Include specific challenges the client faced before the solution

Describe the solution provided and why it was chosen

Highlight key metrics and data points that showcase the success

Incorporate client testimonials and direct quotes for authenticity

Create a visually appealing layout that aligns with the client's brand

Use high-quality images, graphs, and charts to illustrate key points

Ensure the case study is easy to read with a clear structure

Include a call-to-action that guides readers on next steps

Proofread the final document for any grammatical or spelling errors

Case Study Checklist