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Infographic: How to write a killer case study

We recently came across a cool infographic on case studies from B2B copywriter Sandra Jean-Louis.
It sums up so many great tips that we asked Sandra if she’d be willing to share it here. Here’s what she had to say:


Few types of marketing collateral can compete with customer case studies

That’s because they use storytelling to relate the customer’s experience; they highlight a marketer’s unique differentiators in a compact form; and they’re a small investment that can pay dividends for years.

Yet, there aren’t many resources for developing these power-packed documents.

After taking Casey Hibbard’s course (a must if you’re serious about learning to write case studies), I looked around for a cheat sheet or checklist I could post to my wall for reference.

My search only turned up more courses and blog posts.

That’s when I decided to create a visual summary of the key steps to creating a case study.

I’ve received a lot of positive feedback from other writers and marketers who say this infographic is easy to follow and packs a punch.

Here it is. Feel free to use it to stay on track and avoid common mistakes.

thumbnail of case study infographic

Click on the graphic to download the full-size PDF.

And if you have any further tips that help you create great case studies, please leave us a comment below.


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About Gordon Graham

Worked on 323 white papers for clients from Silicon Valley to Switzerland, on everything from choosing enterprise software to designing virtual worlds for kids, for clients from tiny startups to 3M, Google, and Verizon. Wrote White Papers for Dummies which earned 60+ 5-star ratings on Amazon. Won 16 awards from the Society for Technical Communication. Named AWAI 2019 Copywriter of the Year.

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