Case Study Template
A client case study that walks from the challenge to measurable results, with a prompt in each section and a finished example. Edit it online, then share a live link or add it to a proposal.
Free template · Opens in your browser · Nothing to download
Made for agencies, consultants and B2B teams who prove results with stories.
What’s inside the template
Six parts that tell a client story from start to end. Each has a short prompt telling you what to write. The pictures show our finished example.
Headline result
A title that names the client and the result, with one line on how you got there.
Client and quote
Who the client is, their industry and size, and what they said about the work.
Overview and key numbers
The story in three sentences, then the four numbers a reader remembers.
Challenge and solution
What was wrong, how you worked it out, and what you put in place.
Results
The outcome in figures, shown as bars a reader takes in at a glance.
About you and next step
Your awards, a short company profile and one clear call to action.
Edit it online. Send it as a link.
Xtensio is the living deliverables workspace for firms that send work to clients. Your case study sits next to your proposals, one-pagers and client reports, all on your brand.
Edit it in your browser
Sign up free and Xtensio offers to draft the case study with AI from your notes, or start from the template. Then click any text to edit it.
Apply your brand
Enter your website and Xtensio picks up your logo and colours. Check they look right. Need a first draft of a section? Edit with AI writes one from your notes.
Send it, then keep it current
Share a live link with a prospect, add it to a proposal, or download a PDF for your website. Update the results and every link shows the latest.
Prefer to start with AI? The AI Case Study Generator writes a first draft you can edit.
Everything you need to deliver it
Compare Free and Plus →Draft with AI 500/mo on Plus
Draft the whole document from your notes or website, or rewrite any section with Edit with AI.
Live links
One link that always shows the latest version. Set it public or private.
Present full screen
Walk a client through it on a call, straight from the browser.
Download PDF and PNG
For bid portals and email. Watermark-free on Plus.
Export to HTML Plus
Hand the page to a web team or host it yourself.
Link analytics Plus
See views and engagement for every link you share.
Project workspaces Unlimited on Plus
Group deliverables by client and invite the client in. Three on Free.
Your domain and links Plus
clients.yourfirm.com/proposal, with optional passwords.
Your team, your history Plus
Up to 5 people working together, with 365 days of version history.
Often sent with a case study
Templates for the rest of the engagement. Each one opens in the Xtensio editor, ready to fill in.
“Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types.”
How to create a case study
The short version. The full guide covers interviews, structure and how to get a client’s approval to publish.
1. Pick a result worth telling
Choose a project with a clear before and after that you can measure.
2. Get the client’s words
Interview the client and use their quote, not your own description.
3. Lead with the numbers
Put the headline result in the title and the key figures up top.
4. Ask permission first
Get written approval before you name the client or share figures.
Questions about case studies
What is a case study?
A short story of how you solved a problem for a client: the situation, what you did and the measurable result. Agencies and consultants use them to win the next client.
What should a case study include?
The client and their challenge, your approach and solution, the results in numbers, a client quote and a call to action. This template has each section in that order, with a finished example.
How long should a case study be?
One to two pages is enough for most readers. Lead with the result, so someone who stops after the title still gets the point.
Do I need the client’s permission?
Yes. Get written approval before you name a client or publish their figures. If they decline, describe them by industry and size instead.
Should I share it as a PDF or a link?
Share a live link in proposals and emails so prospects see the latest version. Download a PDF for your website or a sales deck.
Is this template free?
Yes. Create a free Xtensio account, then start from the template or draft it with AI. No credit card required. Exports on the free plan carry a small Xtensio mark. Xtensio Plus ($12 a month) removes it and adds your own fonts and domain.
Make your case study today
Free account, opens in your browser. No credit card required.
Made for agencies, consultants and B2B teams who prove results with stories.
