What a case study presentation is for
A case study presentation tells the story of one client or project from problem to result. Sales teams use it to show prospects what working together looks like. Agencies and consultancies use it in pitches. Job candidates present case studies in interviews. In each case, the story is the proof.
The structure
- Title with the result: "How a regional retailer cut delivery times by 40%".
- Situation: who the client is and the context.
- Problem: what was wrong and what it cost.
- Approach: how you thought about it, and the key decision.
- Solution: what you did, shown with images, screens or diagrams.
- Results: the numbers, before and after.
- Client quote and what it means for the audience.
Showing results
Use before-and-after figures and the timeframe. Pick the metric the client cared about. If a result is confidential, use percentages or ranges, and say so. A single chart with a clear change is more persuasive than a table of ten metrics.
Designing the slides
- One message per slide, written as a headline.
- Real visuals of the work over stock imagery.
- The result numbers large enough to read from the back of the room.
- A consistent template so several case studies look like one body of work.
Sales, pitches and interviews
In a sales meeting, choose the case closest to the prospect's situation. In an agency pitch, open with the one most like the brief. In an interview, show your reasoning as much as the result. We design case study templates as part of sales decks, company profiles and agency credentials decks.