How to create case studies for sales

Write customer stories with specific results, relatable pain points, and proof that helps prospects see themselves in the transformation journey.

How to create case studies for sales

Introduction

Case studies on your website are marketing fluff. Case studies for sales are different they're specific, focused on outcomes, and structured to handle objections. They show prospects "this company had your exact problem, here's how we solved it, here's what changed." The best sales case studies include metrics, timeline, process, and the buyer's own words describing the transformation. This chapter shows you how to write case studies that work in sales conversations, structure them for maximum impact, and create versions for different buyer types and objections.

Choose case studies that match common prospect pain

Structure with problem, process, and measurable outcome

Include buyer quotes and specific metrics shown

Create multiple versions for different sales scenarios

Conclusion

Tools

Relevant tools

PandaDoc
Tool

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

DocuSign
Tool

DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

Figma
Tool

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Lemcal
Tool

Lemcal

Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.

Next chapter

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Playbook

How to create sales collateral

Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.

See playbook
How to create sales collateral
Growth wiki

Growth concepts explained in simple language

Wiki

Social proof

Display evidence that others trust and use your solution to overcome scepticism and reassure prospects they're making a safe choice by buying.

Wiki

Testimonial

Collect specific customer quotes about results achieved to provide social proof that overcomes scepticism more effectively than marketing claims buyers discount.

Wiki

Pain point

Identify specific problems customers experience to position solutions around relieving frustrations they're motivated to solve rather than nice-to-have features.

Wiki

Value proposition

Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.