Build a case study template
Enter the client, their trade and what you did. Get a blank case study with before, work, results and a permission checklist, with every number left for you to fill in. Free, no account.
Your case study template
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
A full (with quote and next steps) case study template for Smith Plumbing with 8 sections and a checklist to complete before you publish. It contains no figures.
Title
How Smith Plumbing [result in plain words] with a new website
The client
Smith Plumbing is a plumber in [town]. [One or two sentences: what they do and how big they are, as they would describe it.]
The problem
[What was not working before you started, in the client's words if you can. Use only what they told you.]
What we did
[Step by step: how you delivered a new website, in plain words.]
[Start date, finish date and anything that was hard.]
The results
[First result: the real number, where it came from and the period it covers.]
[Second result: the real number, where it came from and the period it covers.]
[Anything that did not change, if it is relevant.]
In the client's words
[A quote you have permission to use, with the name as they agreed.]
What is next
[What you will do for them next, and a line inviting the reader to get in touch.]
Before you publish
[ ] The client has said yes to the case study in writing.
[ ] Every number comes from a report, analytics or an invoice you can show.
[ ] The period behind each number is stated.
[ ] Nothing says or implies a result you did not cause.
[ ] Private details such as costs and customer names are removed or approved.
Copy everything
The template contains no figures: every result is a bracket for you to fill with a real number you can show. It is built from your words, with no AI. Get the client's written permission first, state the period behind each number and do not imply a result you did not cause.
What a case study should do
- Tell one story: one client, one problem, one piece of work and what changed.
- Use real numbers: a figure you can show beats a vague claim, and a stated period beats both.
- Use their words: a quote from the client is worth more than your description.
- Ask first: get permission in writing before you publish anything about a client.
Use case studies to reach new clients
A real case study in a similar trade makes an outreach email much easier to believe. Search 67Leads by trade and city, or start with businesses with few reviews, low rated businesses and businesses with an owner email.
Get 67 leads free No card. Search free with contacts masked.
Testimonial request generatorClient report template generatorCold email templatesWeb design proposal generatorPlumbers lead lists67Leads pricing
Questions
The client, the problem, what you did, the results with real numbers and periods, a quote and a next step.
No. It leaves every number for you to fill in from your own records.
Yes, get the client's agreement in writing before you publish anything about their business.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
More free tools
Local business counterNo-website business finderLead list previewCold email template generatorCold call objection handlerLocal SEO audit checklist generatorAgency client onboarding checklist generatorLocal citation list builderLocal keyword generatorNo-website pitch email generatorDiscovery call questions generatorGoogle Business Profile post generatorGatekeeper script generatorDoor-to-door sales script generatorAppointment setting script generatorSMS follow-up template generatorWebsite audit email generatorAgency profit margin calculatorLeads needed calculatorRetainer vs project pricing calculatorFacebook ad copy generator for local servicesLocal landing page outline generatorWebsite maintenance plan pricing calculatorReferral request script generatorCold email subject line generator for local businessesClient report template generatorGoogle Ads budget estimator for local tradesProposal follow-up email generatorWin-back email generator for lost clientsService pricing sheet generatorTrade website copy generatorAbout us page generator for local businessesTestimonial request message generatorFreelancer and agency commission split calculatorClient churn rate calculator for agenciesAll For web designers toolsAll tools