Case Study Template

Create an interactive trackable case study for your prospective customers and clients.

What is a Case Study Template?

A case study showcases your customer success stories and provides an analysis of the benefits they received by using your product or service.

Why Case Study Templates are Important?

Case Studies are an important way to share examples of customers who benefited from your company's solution. It helps other buyers hear a real story and help give them extra insight as to what they too may gain. Real stories tend to help buyers invision working with your company and achieving their goals as well.

What You Should Include in a Case Study?


Executive Summary

About Client

Introduction: Challenges the client faced

Solution & Results: How your company's product/service helped them. Include metrics where possible.

Conclusion: End with a call-to-action

Contact Information: Include your sales professional/department contact information

Key benefits of Making Your Case Study on

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink case study and other documents
  3. Create fully responsive documents
  4. Create private sales dashboard documents only visible to yourself or your team.
  5. Track engagement on shared sales dashboard documents with publishers, partners, etc.

How to Make Your Case Study Interactive?

Recommended power links and files you can add to your Bit document case study:

  • Web links
  • Sketchfab, Figma, Marvel
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • Social Media posts
  • YouTube, Vimeo
  •, Lucidcharts
Rich media embed

Case Study Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
View TemplateUse Template

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