1. Knowledge Base
  2. Client Experience

How to create a case study

Instructions on creating case studies after client work.

Case studies are a great way for us to present the work that we have done for past clients to future clients.

In order to complete this task, there is a template that needs to be filled out with information about the clients project including the problems they had and how we fixed the problem. Use the Template Gallery to add a case study to the client's folder and fill it out.

We also want to add a client testimonial to the case study. We recommend preparing a testimonial draft for them and then invite them to edit the testimonial or sign off on one of the ones we provided for them. This approval ideally is done during the final presentation.

Once it has been approved the template should be forwarded to our graphic designer to be designed and added to our website. Here are examples of past testimonials in their final format.