Sneha J

May 10, 2021

Guidelines to Write a Case Study Section for Business Proposal

case study section for business proposal

A well-written case study is a story that talks about how your services have improved one of your customer’s businesses or made a positive impact on their business growth. 

By reading another company’s experience, your potential customer can see how your services fit their needs. Prospects naturally feel safer with the help of case studies as they know that someone else actually found a solution that worked.  

A great case study in your proposal gives prospective clients a real insight into the benefits of your services and also an idea of what it’s like to work with you. In today’s article, we’ll discuss the steps for writing a case study section for business proposal.

An Engaging Introduction

“Once upon a time….” 

When it comes to telling a story, everyone loves (prefers) this good old-fashion way. 

The same rule applies here as well, you need to make sure that your story begins with the client’s introduction. So, always start your case study with a small paragraph that talks about the client’s business.

Here are some key things to include in your story,

  • Who is the client and what exactly is their business?
  • What were the events that brought you and your client together?
  • How was your agency identified by the client?

Example: “When NJC- a global footwear company decided to launch a brand new e-commerce store, they were looking for an agency that is brand-focused, innovative, creative, and capable of driving online sales. And just for this reason, NJC selected AWESOME.INC.”

Pain Points

One of the most important steps in writing a case study for business proposal template is to explain the problem. Before directly jumping to the issue, explain their backstory before your involvement, and then slowly get the reader’s attention to the actual problem and specify why they asked for your services. 

This step should answer the following questions,

  • How the client was handling the situation prior to your assistance?
  • What challenges did they face?
  • Have they ever tried to solve the problem by themselves?
  • What made them hire you?
  • At which state did you take the charge?

These answers will give your prospect a clear understanding of the problem for which you offered a solution to the previous client.

The Strategy

This is where you’ll explain how did you the client reach their goals with your campaign. This should include various elements such as your strategic planning, your team dynamics, and your style. In short the entire implementation process.

If you offered customizable services to the client then specify those services in your case study, share why you recommended and how you guided them with those services.

Describe the process using the following pointers,

  • Present the data collected from the audit
  • Tools and resources you used while implementing the strategy
  • Weak and strong aspects of the client company
  • Budget-friendly solutions you recommended

The Final Result

This is the last and the most exciting part of your case study. This is where you get a full opportunity to shine. Explain how their business transformed after they started using your services. Provide all the details of your solution,

  • The list of tasks that were carried out
  • What were the ultimate benefits?
  • How much time was required to get those results?

To summarize here’s how you can write a high converting case study for your digital marketing proposal,

  • A brief introduction
  • The challenge
  • The solution
  • The result

That’s about it!!!

So what does your case study section look like? Let us know in the comment section below.

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