How To Write A Consulting Case Study: Guide, Template, & Examples

When you deliver a successful project, do you publish a consulting case study about it?

A consulting case study is a short story about a successful project that explains…

• The problem your client was dealing with before hiring you;
• your expertise and process for solving that problem;
• and the results your expertise and process created for the client and their business.

In my experience, our consulting case studies are among the most powerful pieces of content we publish. They’re a big reason why people are comfortable signing up for our Clarity Coaching Program.

Why?

Because our case studies prove our program helps our clients get results.

I can say that our coaching program is the best on the market until I’m blue in the face.

But it’s much more powerful for consultants to see the results others have experienced for themselves: through our case studies and testimonials.

If you don’t have something of value on your website like a case study — something that actually shows you can achieve results for your clients — then your website will only serve as “confirmational marketing.”

It will confirm what people hear about you. But it won’t help you generate interest and leads.

So, if you want to shift your website beyond mere confirmational marketing to an asset that helps you generate leads and conversions, consider writing consulting case studies using the method below.

In this article, you’ll learn how to write compelling case studies that help you win more consulting clients.

Ready? Let’s dive in…

Your case study is proof that not only can you talk the talk, but you can also walk the walk.

What Is A Consulting Case Study?

When a potential client is deciding on whether they will hire you or not, a big question in their mind is…

“Can this person or company really do what they say they can for my business?”

There are many forms of thought leadership you can use to prove you can deliver results.

The consulting case study is one of them.

A case study, in the context of consulting, is typically a written document that describes…

• the problem a client was facing,
• the actions you took to solve that problem,
• and the outcomes it created for your client.

You write case studies to demonstrate the results and value you created for a past or current client.

Your case study is proof that not only can you talk the talk, but you can also walk the walk.

What makes them so effective as marketing material?

• They are relatively easy to put together (especially when you use our template below).
• Your potential clients enjoy reading them.
• And they are a highly effective way to demonstrate your authority and expertise in your field.

Next, I’ll walk you through how to write a consulting case study.

In our program, one of the things we teach consultants is how to better understand their clients’ problems and articulate their ability to solve those problems in a way that will attract new clients.

How To Write A Consulting Case Study

Here are the steps to writing your consulting case study. You can follow along with our consulting case study template.

1. Get Permission From The Client

You shouldn’t write a case study that names your client without their permission.

So, before you start writing it, ask them if they’d be OK with you publishing a case study about the project.

Now, I’m not a lawyer, and nothing in this article or anything I write is legal or financial advice. But here’s what we’ve found, through running consulting businesses for over two decades, often works best:

A question we often receive from consultants is “What if I can’t use the name of my client or the company I worked with?” Generally, this isn’t an issue. If your contract says you can’t use the client’s company name, or the client says “No” to your request, all is not lost.

What tends to work extremely well is still writing the case study, but without using the client’s name. Instead, describe the client.

For example, let’s say your client is the automaker Mazda. If you can’t use their name, consider “Working with a top 20 global automaker…”

This gives prospective buyers a good idea of the caliber and type of company you worked with.

When you ask your client for their permission to create a case study that features them, you’ll generally find that 9 times out of 10 they won’t have a problem with you doing so, but make sure you ask before publishing.

2. Introduce The Client’s Business

Once you’ve gotten permission from the client, you’ll begin writing your case study. Follow along using our template.

The first section is the introduction. Set the stage here by introducing your client, their business, and their industry.

This section gives context to the case study. Ideally, your ideal client is intrigued by being in a similar industry or situation as the client in your case study.

3. Describe The Problem Or Challenge

In this section, you outline the problem your client was facing.

Be as specific as you can be.

Simply saying they had marketing issues or a problem with their PR is not enough.

The more detail you include the clearer the picture will become and the more effective your case study copywriting will be.

If your ideal client reads this and has a similar problem as the client in the case study, you can guarantee that their eyes will be glued to the screen, salivating to learn how you solved it.

4. Summarize Your Action Steps

Now that you’ve described the problem your client was up against, you’ll explain what you did to help solve the problem.

In this section, break down each part of the process you used or the steps you took to solve it.

The reader should get the sense that you have a process or system capable of solving the problem and getting results.

This is where you get to demonstrate your know-how and expertise. Get as technical as you can. Show your reader “Hey, this is how I can get YOU results too.”

5. Share The Results

It’s time to demonstrate results.

Write the results that were achieved and how they impacted the business/organization/person.

In many cases, the outcome isn’t just dollars and cents — it can also be less tangible value.

Are they less stressed? Do they have more free time? Are they finding more meaning and enjoyment in their work?

Mention if you’re continuing to work with this client through a retainer. If you’re not, describe how the results will impact their business in the future.

This is also a great place to include a quote or testimonial from your client.

The “Results” section is key because it shows prospective clients that you’ve solved the problems they are facing and have delivered the actual results that they likely desire.

6. Write A Call To Action

At the end of the case study, you should always include a sentence or two inviting the ideal client to reach out.

They’ve just read about the problems you can solve, how you solve them, and the results you can create.

They are primed and ready to reach out to inquire about how you can do it for them.

But if you don’t have a direct call to action for them to do that, many of them will leave without taking action.

So, write a direct, clear call to action that takes them to a page where it’s easy to book a consultation with you or where you provide your contact information.

7. Share It

Marketing for consultants is all about providing value to your ideal clients, being known for something specific, and positioning yourself as an expert and authority that your ideal clients want to work with. So, whenever you publish a piece of valuable content like a case study, your mission is to get as many eyes on the case study as possible.

The best place to publish your case study is on your website or blog.

You can also submit case studies to industry publications. These are a great way to spread the word about you and your client’s business.

Make sure to also share your case study on all social media platforms where your ideal clients hang out online. For consultants, that means LinkedIn.

Work your “marketing muscle” by actively promoting your case study, and you’ll reap the rewards of this powerful piece of authority-building content.

Writing case studies for your consulting business not only helps you land new clients, but it’s also a great way for you to review past projects.

Doing this helps you to find what worked and what didn’t.

And you’ll continue to learn from your experiences and implement your best practices into your next consulting project.

Consulting Case Study Template

Click here to access our Consulting Case Study Template.

This template is designed using a “fill in the blank” style to make it easy for you to put together your case studies.

Save this template for yourself. Use it to follow along with the examples below.

Consulting Case Study Examples

Here are some example case studies from our Clarity Coaching Program clients.

In our program, one of the things we teach consultants is how to better understand their clients’ problems and articulate their ability to solve those problems in a way that will attract new clients.

1. Larissa Stoddart

Larissa Stoddart teaches charities and nonprofits how to raise money.

To do that, she provides her clients with a training and coaching program that walks them through twelve modules of content on raising money for their organization, creating a fundraising plan, putting an information management system into place, finding prospects, and asking those prospects for money.

Through her case studies, Larissa provides a comprehensive overview of how she helps her clients build robust fundraising plans and achieve and win more donations.

2. Dan Burgos

Danila “Dan” Burgos is the president and CEO of Alphanova Consulting, which works with US manufacturers to help them increase their profitability through operational improvements.

The goal of Alphanova is to increase their clients’ quality and on-time delivery by 99 percent and help them increase their net profits by over 25 percent.

Through his case studies, Dan lays out the problem, his solution, and the results in a clear simple way.

He makes it very easy for his prospects to envision working with his firm — and then schedule a consultation to make it happen.

3. Vanessa Bennet

Through her company Next Evolution Performance, Vanessa Bennett and her business partner Alex Davides, use neuroscience to help driven business leaders improve their productivity, energy, profitability, and staff retention, while avoiding burnout.

Through her “Clients” page, she provides a list of the specific industries she works with as well as specific case studies from clients within those industries.

She then displays in-depth testimonials that detail the results that her consulting services create for her clients.

These are powerful stories that help Vanessa’s clients see their desired future state — and how her firm is the right choice to help them get there.

As you see, our clients have taken our template and made them work for their unique style, clients, and services.

I encourage you to do the same.

And if you’d benefit from personal, 1-on-1 coaching and support from like-minded consultants, check out our Clarity Coaching Program.

Get Help & Feedback Writing Consulting Case Studies

If writing and demonstrating your authority were easy, then every consultant would be publishing case studies.

But that’s not the case.

Sometimes it helps to have a consulting coach to walk you through each step — and a community of like-minded consultants with whom you can share your work and get feedback from.

That’s why we’ve built the Clarity Coaching Program.

Inside the program, we teach you how to write case studies (among dozens of other critical subjects for consulting business founders).

And we’ve also created a network of coaches and other consultants who are in the trenches — and who are willing to share their hard-fought knowledge with you.

Inside the Clarity Coaching program, we’ve helped over 850 consultants to build a more strategic, profitable, and scalable, consulting business.

Learn More About Clarity Coaching

We’ll work hands-on with you to develop a strategic plan and then dive deep and work through your ideal client clarity, strategic messaging, consulting offers, use an effective and proven consulting pricing strategy, help you to increase your fees, business model optimization, and help you to set up your marketing engine and lead generation system to consistently attract ideal clients.