Case study template for PowerPoint

The client, the challenge, what was done, and the measured result.

Use this template I have an account

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it after a project with a measurable result, to show prospects what you did and what changed.

How to use it

Make your own copy. It opens in the editor, where you can change the theme and edit anything.
Fill in the fields below, and answer the question each slide asks with your own content and numbers.
Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

Case study: [client] [industry] · [date]
The challenge What was [client] facing? Why did it matter to them then?
What we did First, Then, Finally
The result What does this measure?, What does this measure?, What does this measure?
In their words
Next steps Talk to [contact name] about doing the same for you.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

{{client}}
{{industry}}
{{date}}
{{result_1}}
{{result_2}}
{{result_3}}
{{quote_name}}
{{quote_role}}
{{contact_name}}

What is inside

Case study: {{client}}

{{industry}} · {{date}}

Slide 1

The challenge

•What was {{client}} facing?

•Why did it matter to them then?

Slide 2

What we did

STEP 1

First

What was done first?

STEP 2

Then

What came next?

STEP 3

Finally

How was it finished?

Slide 3

The result

{{result_1}}

What does this measure?

{{result_2}}

What does this measure?

{{result_3}}

What does this measure?

Slide 4

“A quote {{client}} has approved for use.”

— {{quote_name}}, {{quote_role}}

Slide 5

Next steps

Talk to {{contact_name}} about doing the same for you.

1. First action — who owns it — by when

2. Second action — who owns it — by when

3. The decision we need, and by when

Slide 6