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Case study templates

Customer stories told as challenge, approach and results, for proposals, your website and sales follow-ups.

1 templateOpens in Decks

A closer look at Case Study Deck.

One client story told properly, from the challenge and its evidence through to the numbers it produced. Here it is slide by slide.

See the template
  1. 1Cover: the client, the headline result and a card with the before and after
  2. 2The client: one paragraph, a revenue split bar, a photo and a facts panel
  3. 3The challenge: what we looked at, then three findings with their proof
  4. 4What was at stake: the gap in the plan as one huge number, with three costs
  5. 5The approach: three moves, each with an icon and how it was measured
  6. 6What we made: three phone screens drawn as mockups with captions
  7. 7The hard part: a diagram of the delivery promise service and three outcomes
  8. 8The launch: a thirteen-week Gantt chart and four rollout facts
  9. 9Results: four headline numbers with labelled before and after bars
  10. 10Results over time: a conversion line chart and monthly revenue columns
  11. 11What drove them: the uplift split by test, with three evidence cards
  12. 12The scorecard: eleven measures before and after, with sources
  13. 13The client quote, large, on navy beside a portrait
  14. 14What we learned: four lessons in a two-by-two grid
  15. 15What's next: an eight-month roadmap Gantt and three targets
  16. 16Closing: a three-week diagnostic offer, the steps and contact details

About case study templates.

Something else on your mind? Ask us in the chat, bottom right of the page.

Are these case study templates free?

Yes. They open in Docsiv’s Decks app with a free account, where you can edit your copy, download it and share it with a link. The Free plan includes every Docsiv app and 500 AI credits a month.

Which app do they open in?

Decks: slides, PPTX, PDF and HTML exports.

Can Docsiv AI write the case study for me?

Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.

Can I change the design?

Yes, all of it: the colours, fonts, photos and every word, and you can add or remove slides. Your brand kit’s colours are in every colour picker.

More from the gallery.

All templates

Describe the case study you need

Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.