case study email example

Supercharge your Cold Emails

The Complete Guide to Creating Effective Case Study Emails

Want your emails to drive more leads and sales? Forget generic blasts. You need strategic customer success stories that convert.

This guide will teach you how to craft compelling case study emails that grab attention and inspire action.

You’ll get hands-on tips to:

• Choose the perfect success stories
• Structure emails for higher open rates
• Write persuasive copy that sells
• Integrate case studies into your funnel
• Promote studies across every channel

Ready to turn your customer wins into an arsenal of selling case studies? Let’s get started!

Page Contents

What is a Case Study Email?

A case study email is a specialized type of email used in marketing and sales outreach . As the name suggests, case study emails showcase a detailed case study of how a customer achieved success using your product or service.

But what exactly is a case study? And how do case study emails differ from other email types you may use? Let’s break it down.

What is a Case Study?

A case study tells a data-driven story showcasing how a customer overcame a challenge by using your product or service. It focuses on quantifiable results and ROI achieved.

Case studies typically include:

• Problem: The customer’s situation and pain points before using your product.
• Solution: A summary of how your product or service solved their problem.
• Results: Concrete metrics and ROI the customer realized after implementation.
• Testimonial: A client quote or review validating your product’s impact.

For example, an HR SaaS company could share a case study about how Client X reduced time-to-hire by 37% and saved $284,000 in recruitment costs after using their AI-powered hiring platform.

The in-depth analysis proves your ability to deliver results and builds trust.

How Case Study Emails Differ from Other Email Types

Case study emails have a specific purpose – to showcase customer success stories to convert and persuade. This sets them apart from other types of emails:

• Sales emails aim to introduce your solution, pique interest, and directly sell. Case study emails take a subtler educational approach.
• Promotional emails announce offers and promotions. Case study emails focus on social proof.
• Newsletter content shares company updates, thought leadership , and engagement. Case study emails highlight client results.
• Transactional emails facilitate purchases, tracking, and customer service. Case study emails drive leads and conversions.

The unique format of case study emails helps position your product as the proven solution to customers’ needs through real-world examples .

When Should You Send Case Study Emails?

There are several strategic times when sending case study emails can make a big impact:

1. To Qualified Leads in the Consideration Stage

Prospects researching solutions and weighing options are perfect targets . Case studies can tip the scales by proving you understand their pains and can deliver results.

2. To Customers in Free Trial or Pilot Programs

Use case studies to convince satisfied trial users to convert to paid accounts.

3. During Customer Renewal/Retention Outreach

Remind customers why they chose you and reinforce the value delivered through case studies.

4. To Upsell/Cross-sell Existing Customers

Upgrade current customers to higher tiers or expanded offerings backed by proof points.

5. To Prospects Who Previously Showed Interest But Went Dark

Re-engage old leads with new success stories and incentives to revisit your solution.

6. When releasing new products or features

Back up your claims about new offerings with relatable stories of client wins.

7. To Support Content Marketing and Nurture Campaigns

Sync case study emails with your blog, social media, and nurture streams.

8. After Industry Events, Conferences, or Webinars

Follow up with highly relevant case studies around themes and verticals discussed.

Matching case studies to prospect needs and the stage of their journey is key to driving conversions.

Why are Case Study Emails Effective?

Case study emails give you an edge because they:

• Establish Credibility: 82% of buyers view case studies as trustworthy. They prefer validated peer experiences over claims from vendors.
• Showcase ROI: Case studies highlight the concrete ROI – time, money, efficiency – your solution drove for customers. This quantifiable proof accelerates and eases purchase decisions.
• Increase Perceived Value: Compelling stats on the results you’ve achieved make your solution seem more valuable and buyers more likely to pay higher prices.
• Differentiate from Competitors: Unique customer stories and quantifiable outcomes can set you apart and give you a competitive edge.
• Improve Conversion Rates: Emails with case studies can generate conversion rates up to 313% higher than product feature emails.
• Provide Social Proof: 88% of consumers trust online reviews as much as personal recommendations. Case studies offer this social proof.

But not all case study emails are created equal. To maximize impact, you need compelling stories paired with skilled execution.

Let’s look at how to put together a winning case study email.

In summary, case study emails leverage the credibility of customer success stories to connect with prospects and tip them towards your solution. Sending them strategically can significantly move deals forward. Just be sure to highlight relevant examples and metrics tailored to each recipient’s needs. With well-crafted case study emails in your arsenal, you’ll be well on your way to driving conversions and revenue!

Elements of an Effective Case Study Email

Crafting a stellar case study email that captures attention and drives conversions takes skill. Let’s break down the key ingredients for case study email success.

Subject Line

The subject line is the first and possibly only chance to get your email opened.

Best Practices for Case Study Email Subject Lines

Apply these best practices when writing subject lines:

• Keep it short and scannable – Under 50 characters is best.
• Highlight the core benefit – Summarize the main outcome in 1-2 words like “increased sales” or “reduced costs.”
• Include specifics – Quantify results or mention the customer’s name.
• Trigger urgency – “In 30 days” or “How we achieved X% growth in 3 weeks.”
• Ask a question – “What if you could [benefit]?”
• Use power words – “Case study,” “Success story,” “Results.”
• Mention key terms – Include relevant keywords prospects seek.
• Test different options – A/B test to determine the highest performing subject line.

Case Study Email Subject Line Examples

Here are some example subject lines that apply the above tips:

• “Case Study: How Acme Co Increased Sales 72% in 6 Months”
• “See How We Reduced Hiring Costs 37% for Client X”
• “Client Story: 30-Day Trial to $2.4M in Lifetime Value”
• “What If You Could Gain 8 Hours Per Week? See How Client Y Did It”
• “Success Story – Beating the Competition with 147% More Engagement”

The subject line sets expectations about the value the email provides. Use it wisely to maximize open rates.

Introduction

The introduction paragraph serves two purposes:

• Grabs the reader’s attention
• Provides context on the case study

To craft an effective intro:

• Hook readers quickly – Ask a question, state an impressive stat, or reference recent news.
• Make it relevant – Connect to the prospect’s needs or industry.
• Establish credibility – Note your experience and expertise.
• Set expectations – Summarize the core benefit covered in the case study.

Here are two example opening paragraphs:

“Are you struggling to break through the noise on social media? See how partnering with our social media management experts helped Client X become an industry leader with content that generates 147% higher engagement than competitors.”

This introduction hooks readers by asking about a common pain point, positioning the sender as an expert, and setting expectations by previewing impressive results.

“As leaders in recruiting for Fortune 500 companies, we understand the challenges of finding top-tier executive talent. That’s why we developed our Executive Leadership Placement Program – an exclusive service that reduces time to hire senior roles by 45% on average. Read on to see how we partnered with Client Y to make their Director of Engineering placement a huge success.”

This introduction establishes credibility in a niche, relates to the target audience, and summarizes the program and results covered in the case study.

An engaging intro pulls readers in so they want to keep reading. Take the time to make this critical first impression count.

Problem Statement

The problem statement section explains:

• The customer’s situation before using your product
• Specific difficulties and pain points they faced

Illustrating the customer’s initial struggles enables prospects to relate to the scenario and primes them to see how you provided the solution.

To craft an effective problem statement:

• Provide specifics – Quantify their issues with metrics when possible.
• Use visuals – Charts demonstrating pain points make them more memorable.
• Limit jargon – Explain in simple terms easily understood by any reader.
• Tell a story – Build empathy by bringing the problem statement to life.

Here’s an example problem statement:

Client X is a fast-growing mid-sized SaaS company that struggled with an inefficient hiring process. Their team of 5 recruiters couldn’t keep up with the current needs of the engineering team. This resulted in:”

• Average time to fill a role of 89 days, 35% higher than industry benchmarks
• Peak recruiting costs of $8,400 per hire
• A negative impact on engineering productivity and product roadmap progress

This statement uses metrics, relatable challenges, and storytelling to help readers connect with Client X’s hiring struggles.

Vividly articulating the customer’s difficulties before your product builds anticipation for the solution.

Solution Summary

After setting the stage with the problem, the next step is showing how you swooped in to save the day.

The solution summary section explains:

• How your product or service solved the customer’s challenges
• The approach, program, or package you implemented

To write an effective solution summary:

• Connect to the problem – Explain how your solution addresses the root causes.
• Provide an overview – Briefly describe your product or methodology without getting into granular details.
• Use visuals – Diagrams of your workflow or solution design help cement understanding.
• Spotlight innovation – Highlight any proprietary processes or unique expertise you applied.

Here’s a sample solution summary:

“We customized our Executive Recruiting Program to meet Client X’s specific needs. This included:”

• Leveraging our network of passive executive candidates through invite-only ChannelRx
• Assigning a dedicated 3-person recruiting team with competency mapping expertise
• Proprietary Candidate Fit scoring using 1000+ datapoints to surface best matches
• Streamlined processes to accelerate interviews and offer timelines

This overview explains the solution, touches on differentiators like a proprietary scoring system, and sets the stage for impressive results.

Succinctly convey how you addressed the customer’s problem to spotlight the value you provide.

Results/Benefits

This is your chance to dazzle with jaws-dropping metrics that prove your solution worked wonders.

The results section quantifies:

• The concrete ROI and outcomes achieved
• How the customer benefitted from your product

When presenting results:

• Use specific metrics – % improvement, dollar amounts saved, higher scores, etc.
• Add visuals – Charts demonstrating dramatic before and after results.
• Quote metrics – Call out impressive stats in the body text.
• Provide timeframes – State the period over which the results occurred.
• List multiple benefits – Cover the wide range of improvements across metrics.

Here’s a results section example:

“Partnering with us enabled Client X to completely transform their hiring process and outcomes, including:”

• 55% reduction in time-to-fill for senior engineering roles – from 89 days to 40 days
• $13,000 lower recruiting cost per hire – a 65% reduction
• 4X more high-quality candidates identified through our ChannelRx network
• 79% of placed candidates still with Client X after 2 years, improving retention

Quantifiable proof of ROI and benefits is the whole point of case study emails – so make your results shine.

Social Proof

Social proof builds credibility through voices other than your own, like testimonials.

Include social proof via:

• Client quotes – Word-for-word glowing testimonials about your solution.
• Client logos – Instant brand recognition when prospects see logos of brands they know.
• Reviews – Ratings, awards, and media recognition validate quality.
• Case study details – Location, title, and details on the customer establish legitimacy.

Let’s look at some examples:

Client Quote

“Partnering with [Company] to upgrade our recruiting function has been transformational. The 55% reduction in time-to-fill critical roles has completely changed our hiring game.” – [Name, Title, Client X]

Client Logo

Featured Case Study: [Client Logo]

Rated #1 recruiting agency by Forbes 3 years running

Case Study Details

Acme Healthcare, Silicon Valley’s top hospital network with 10 locations…

Social proof elements lend third-party credibility to back up your amazing claims.

Call-to-Action

Every effective case study email needs a strong CTA guiding the reader to take your desired next step.

Strategic CTAs to include:

• “Schedule a Consultation” – Direct readers to book calls with sales reps .
• “Request a Free Demo'” – Get prospects to view personalized platform walkthroughs.
• “Get a Custom Proposal'” – Move top leads closer to purchase with pricing.
• “Read More Case Studies” – Send to your case study library to peruse more proof.
• “Join Our Upcoming Webinar'” – Promote related nurture content.
• “Download the Full Case Study PDF” – Share an in-depth looks at the client win.
• “Contact Our Team” – Make it easy for intrigued prospects to reach out.

And optimize your CTAs by:

• Making the CTA copy clear, concise, and action-oriented.
• Placing CTAs strategically at the bottom and in a section by themselves.

-Formatting CTAs prominently with color, size, and spacing to draw the eye.

• Using urgency triggers like “limited spots remaining.”

Here are examples of compelling case study email CTAs:

*See More Success Stories in Our Downloadable Case Study Collection [Download PDF]

Learn How We Can Replicate These Results for You [Schedule a Consultation]

Request a Custom Demo Tailored to Your Recruiting Needs [Get Your Demo]

Join Our Webinar on Cutting Hiring Timelines by 45% [Save Your Seat]

The CTA is one of the most critical elements – as it prompts the next step leading to a sale. Make it count.

With these essential ingredients – subject line , introduction, problem, solution, results, social proof, and call to action – you have a proven formula to create high-converting case study emails.

Now let’s look at some overarching strategies to take your case study email success to the next level.

Strategies for Successful Case Study Emails

You’ve got all the components to craft a persuasive case study email – but how do you take it to the next level?

Let’s explore proven strategies to get your emails opened, read, and driving conversions.

Research and Personalization

Generic case study emails sent en masse see dismal open and conversion rates.

To connect with recipients, you need personalized outreach tailored to their needs.

Strategies for personalization include:

Persona Targeting

Determine what buyer personas you want to reach, like CEOs, marketing managers, developers, etc. Identify their common pain points and goals. Then tailor your case study emails with relevant examples and messaging.

For instance, an email to developers might highlight technical challenges overcome. For CEOs, showcase executive-level ROI metrics.

Individual Research

For your most valued contacts and existing customers, research them more deeply through:

• LinkedIn profiles
• Company websites
• News mentions
• Academic and career backgrounds
• Previous correspondence

Then work these personal details into your emails . Reference past conversations, company milestones, and industry trends relevant to them.

This shows you did your homework and get much better response rates.

Trigger-based Outreach

Send targeted case studies when you know of triggers impacting recipients like:

• Renewing services
• Recently raised funding
• Launched rebranding/new strategy
• Job change/promotion
• Merger or acquisition
• Won an award
• Appeared at an event/conference

Connecting your case studies to what’s currently top of mind for recipients makes your outreach timely and relevant.

Dynamic Content

Marketing automation tools let you dynamically insert personalized content into case study emails like:

• Prospect’s name
• Website/company details
• Specific pain points they cited
• Mutual connections

This level of tailored messaging outperforms generic blasts.

Industry-Specific Stories

Send case studies featuring companies in the prospect’s same industry. For example, retailers want to see success stories from other retailers.

These highly aligned examples make it easier for recipients to envision the results they could achieve.

Personalized, contextual outreach shows recipients you understand their needs and captures more attention.

Follow-Up Sequence

One-off case study emails see very low conversion rates. You need multiple follow up touches over time to drive results .

Best practices for effective follow-up include:

Send at least 3 emails

Studies show it takes an average of 5-12 contacts to convert a cold lead. Sending just one email results in poor conversion.

Three emails is the minimum needed – initial outreach plus two follow ups for non-responders spaced 3-5 days apart.

Experiment with timing

Try different time intervals between follow-up emails to see what converts best. Some common approaches:

• 3 emails in 9 days (3/3/3 cadence)
• 5 emails in 3 weeks (3/5/7/9/11 cadence)

Pay attention to which follow ups get the most opens/clicks and conversions.

Progress through stages

Move contacts through a sequence that mirrors the standard sales funnel:

Email #1: Broad case study overview Email #2: Targeted case study matching needs Email #3: Custom proposal, demo, or call-to-action

Gradually provide more value and get more direct with your asks.

Send “breakup” emails

If non-responsive after 3+ emails, send a “breakup email” letting them know you’ll stop contacting them.

Ironically, many prospect reply to breakup emails to re-engage. Don’t leave follow-up sequences too soon.

Automate for efficiency

Marketing automation enables you to set up sequences, logic, and triggers to run campaigns seamlessly. No manual emailing required.

Don’t stop at one touch – persistently follow up for up to 10x better conversion.

A/B Testing

There’s no one “perfect” case study email for all purposes. You need to experiment and test different approaches.

Areas to A/B test include:

Subject Lines

Try multiple subject line options per campaign segment to see which earns higher open rates. Look at factors like:

• Word choice and phrasing
• Use of questions, numbers, power words
• Specificity (client name, metrics mentioned)
• Length and formatting

Email Content

Test how sections like the problem statement or results are written. For example, which converts better – 3 metrics or 5? Client logo visible or not?

Also test the overall style and tone of writing.

Calls-to-Action

Test placement on the page, wording, design, color, and actual offering. See which CTAs attract the most clicks.

Try different formats for images, charts and other visual elements. See if any significantly outperform in terms of engagement.

Email Length

Test shorter 1-2 paragraph case studies vs. longer, more in-depth stories. Length can impact open and completion rates .

Try minimum 3 variants per campaign and allocate at least 250 recipients per option for statistical significance.

Optimization through testing can improve performance by 49%. Find winning combinations.

Lead Nurturing Integration

Don’t send one-off case study emails randomly. Integrate them into your nurture programs for maximum impact.

Strategic nurturing approaches include:

New Lead Nurturing

Use case studies early in nurture journeys to showcase what you can deliver for leads similar to them. Builds credibility and trust .

Content Upgrades

Offer access to exclusive case studies as an upgrade incentive for providing contact info or completing a form.

Webinar Promotions

Support marketing webinars with case study emails reinforcing the topic being presented.

Renewal Nurturing

Send case studies recapping previous success working together when renewals approach.

Re-engagement Nurturing

Use case studies to remind inactive contacts of past wins and prompt re-engagement.

New Customer Onboarding

Welcome new customers by showcasing case studies aligned to their goals and use cases.

Customer Advocacy Nurturing

Ask satisfied customers for case study participation to turn them into powerful advocates.

Work case study emails into your nurture strategy rather than using them ad hoc.

Metrics Tracking

To refine your case study emails, you need to carefully track performance data.

Key metrics to monitor:

Shoot for 20-50%+ open rates depending on list size and segment. If too low, revisit subject lines and sender info.

Click-through Rates

Click-through rates on CTAs over 2% are decent. If lagging, test CTA design and copy.

Lead Conversion Rates

Measure the % of recipients who convert into sales qualified leads. Good conversion rate goals depend on list quality.

Unsubscribe Rate

High unsubscribe rates signal relevance issues. Improve list health and email personalization.

Engagement Times

When are emails opened? When are links clicked? Activity soon after sending is best.

Sales Impact

Ultimately, tie case study emails to pipeline influence, deal acceleration, and closed revenue.

Tools like Google Analytics make tracking email metrics simple. Analyze data to continuously improve.

Now let’s look at some best practices to take your case study emails to the next level.

Best Practices and Tips

Let’s round out your case study email expertise with some pro tips and best practices.

Follow these guidelines to take your efforts to the next level.

Choosing the Right Customer Stories

Not all customer success stories make compelling case studies. You need to carefully select which to highlight.

Ideally, choose stories that are:

Select clients in the prospect’s same industry, company size, role, etc. Similar pain points and use cases establish relevance.

For example, don’t highlight a Fortune 500 case study when targeting a startup.

While showcasing your long company history has merit, recent case studies are most relatable. Focus on wins from the past 2 years.

Choose clients that provide ample specifics on metrics, challenges, and results. Thin or vague stories don’t prove much.

Credentials

Showcasing instantly recognizable logos like Amazon or Apple brings built-in credibility. Big brands pack more punch.

Pull different types of companies, stats, and industries into the mix. This showcases your wide applicability.

Look beyond big name brands to niche but impressive client wins that highlight your expertise in specific areas. Provides depth.

Vet case study options using these criteria to feature your most powerful stories.

Highlighting Specific Use Cases

Rather than covering your solution broadly, zero-in on very specific use cases and challenges you’ve addressed.

For example:

Too broad: “We help recruiters improve their hiring.”

Specific: “We help staffing firms shorten time-to-fill for senior engineering roles.”

Ultra-targeted case studies showcase your specialized expertise needed to solve niche issues prospects face.

Optimizing Deliverability

Even amazing case study emails drive zero conversions if they land in spam folders.

Ensure proper deliverability through:

Sender reputation – Build trust and credibility for your domain with good email habits over time.

List hygiene – Ongoing list maintenance to remove inactive/bounced addresses.

Spam testing – Use tools like MailTester to check spam potential before sending.

Authentication – Implement email authentication like SPF, DKIM, and DMARC.

Personalization – Recipient-specific content shows you’re a real person emailing, not a bot.

Engagement metrics – Monitor unsubscribe rates, abuse reports, etc. Address issues lowering deliverability.

ISP relationships – Proactively report fraudulent emails impersonating your brand to major ISPs. Build trust.

Deliverability should be top priority – optimize it through best practices.

Leveraging Visuals

Emails with visuals see insane boosts in engagement – up to 200-300% higher CTRs.

Types of visuals to include:

• Client logos – Instant social proof and credibility
• Charts/graphs – Visually demonstrate impressive metrics and ROI
• Screenshots – Show your solution and UI/UX in action
• Photos – Spotlight customers looking happy/successful thanks to you
• Infographics – Creative way to showcase compelling stats
• Videos – Bring the case study to life (where possible)

Keep visuals consistent with your brand, aligned to content, and designed for easy mobile viewing.

Let visually-driven storytelling boost engagement.

Promoting Case Studies

Don’t silo case study emails. Promote your success stories across channels:

• Website – Create a public case study section prospects can browse.
• Blog – Publish in-depth studies on your blog and promote via email .
• Social media – Share client wins on Twitter, LinkedIn, Instagram, etc.
• Ads – Run paid social/ SEM ads focused on your top case studies.
• Sales collateral – Feature on company fact sheets, sales presentations.
• PR – Pitch journalists to cover your most impressive customer stories.
• Events – Present case studies at webinars, conferences, and talks.

Cross-channel promotion expands your reach and positions studies as cornerstones of your marketing.

Now let’s switch gears to common mistakes to avoid with case study emails. Learn from others’ flubs!

Mistakes to Avoid

Creating winning case study emails takes skill. It’s also easy to make missteps that tank your results.

Let’s review common pitfalls to avoid.

Sending Without a Clear CTA

The purpose of case study emails is to drive prospects to take action. That doesn’t happen without a strong call to action.

Yet many neglect to include any CTA or bury it in the text.

Without clear direction, readers don’t convert.

Other CTA mistakes include:

• Weak CTAs like “Contact us with questions.” These won’t compel action.
• Linking to general website pages versus specific conversion-oriented pages. Don’t send readers into a confusing maze.
• Using “Learn More” as the default CTA for everything. Tailor CTAs to each use case and recipient.
• Relying solely on hyperlinked text. Buttons and contrasting colors better highlight CTAs.
• Assuming recipients will see and understand the value of clicking. Spell it out clearly.

Prioritize concise, benefit-driven CTAs in prominent positions. Don’t be afraid to explicitly guide recipients into converting.

Failing to Personalize

Yet another common stumbling block is sending blanket case study emails en masse without personalization.

This ignores the fact that the key to winning attention amidst inbox noise is relevance. Portray how you understand each prospect’s needs specifically.

Failure to tailor typically stems from:

• Rushing to blast out campaigns without strategic list segmentation
• Forgetting to integrate dynamic content and messaging options
• Not researching prospects beyond contact info to uncover pain points
• Having tight budgets or limitations preventing 1:1 outreach

Lack of personalization causes lower open rates, disconnected messaging, and poor conversion rates.

Segmenting lists, researching contacts, and integrating dynamic content is mandatory. Don’t take shortcuts – do the work to personalize.

Missing Follow-Up Opportunities

We’ve stressed the need for persistent follow-up when sending case study emails. But this step still gets skipped too often.

You might assume recipients not interested if they don’t open or respond to the first email. In reality, they probably just missed it in their crowded inbox.

Reasons for dropping the ball on follow-ups include:

• Lacking documented processes and workflows to manage follow-up
• Difficulty tracking where recipients are in sequences manually
• Allowing contacts to fall through the cracks when team members are out
• Not factoring in adequate workload capacity for systematic following up
• Assuming reaching out once or twice is sufficient

Don’t leave money on the table. Set reminders, document procedures, use automation, and keep following up.

Sloppy Metrics Tracking

How do you know what’s working if you aren’t tracking email performance data? Shockingly, many still don’t properly monitor metrics.

Common tracking mistakes:

• Not enabling tracking in email services to capture opens/clicks
• Failing to integrate analytics for attribution monitoring
• Tracking at aggregate rather than campaign-specific levels
• Lacking processes to regularly review and act on metrics
• Not optimizing emails based on response rate data

Blindly sending case study emails without optimization is wasted effort. Implement tracking early and use data to improve.

Irrelevant Case Studies

And finally, a mistake you want to avoid at all costs – featuring case studies with no relevance to the recipient.

For example, don’t send:

• Dissimilar industry examples. Real estate to auto manufacturer.
• Small business case studies to enterprise contacts.
• Stories about solutions they clearly don’t need. HR software to a bakery.
• Outdated stories from decades ago. Times change.

Mismatched or irrelevant case studies signal you don’t understand your prospect. They hurt rather than help your outreach efforts.

Do your homework to identify aligned stories and ask yourself “Does this resonate?” If not, find a better match or don’t send.

Steer clear of these common stumbling blocks and your case study emails will be primed for success.

Now let’s tackle some frequently asked questions.

FAQs about Case Study Emails

Let’s wrap up with answers to some frequently asked questions about creating and sending case study emails.

How long should a case study email be?

When it comes to email length, shorter is generally better in terms of driving engagement and conversions. But how short is too short?

Aim for 250 – 750 words.

Anything less than 150 words is usually too brief to establish context and make a persuasive case.

At the same time, ultra long-form case studies are best sent as collateral documents rather than in the body of emails.

250 – 750 words lets you cover crucial details without overwhelming readers. Use tools like WordCounter to perfect length.

And remember – well-designed emails with clear formatting and visuals aid scannability so more text feels less intimidating.

When should you send case study emails?

As discussed earlier, key times to deploy case study emails include:

• To prospects demonstrating initial research interest
• To leads reaching a decision stage
• To customers up for renewal
• For new product launches
• To inactive contacts to re-engage
• Alongside related nurture content
• After conferences/events on covered topics

Essentially, timed around moving recipients into and through your funnel.

Ongoing use of case studies builds familiarity and trust over the buyer’s journey rather than limiting to a one-off blast.

What makes a strong case study email subject line?

Strong case study email subject lines:

• Clearly indicate the email contains a case study
• Spotlight the main benefit achieved
• Are scannable (<50 characters ideally)
• Use power words like “success” “results” “case study”
• Incorporate specifics like company names or metrics
• Create intrigue and urgency

This compels the desired action – getting recipients to open and read the full story.

How many case study emails should you send?

Ideally, you won’t blanket blast case study emails. They require a personalized approach tailored to each recipient.

But in terms of frequency, aim to nurture leads with relevant case studies:

• Once early in the awareness stage
• 2-3x more through the consideration stage
• 1-2x near the decision stage

So roughly 4 – 6 case study emails spaced over several months works well for an average sales cycle .

And follow up persistently when you do send an individual email – at least 3+ times.

What CTAs work best for conversions?

The most effective case study email CTAs:

• Direct readers to book meetings/calls with sales
• Lead to demo requests or proposal forms
• Offer access to gated content like full PDF studies
• Promote related webinars and nurture content
• Allow recipients to browse additional social proof

Value-driven, conversion-focused CTAs – not generic “Contact us” or “Learn more” links.

Words like “talk”, “see”, “get”, and “attend” prompt action. And remember to A/B test options.

Other Relevant Questions

What is the best length for a case study email?

Aim for 250-750 words. Anything less than 150 words is usually too brief. But avoid extremely long emails over 1,000 words as well.

Strategic times include reaching out to new leads, customers up for renewal, re-engaging inactive contacts, promoting new products, and aligning with nurture content.

What makes a good case study email subject line?

Strong subject lines highlight the core benefit achieved, use power words like “results” and “success story”, and create intrigue. Keep them scannable at under 50 characters.

How many case study emails should you send to a prospect?

Ideally nurture prospects with 4-6 relevant case study emails spaced over the buyer’s journey, along with persistent follow-up on each message.

What’s a good metric benchmark for case study emails?

Aim for open rates of 20-50% and CTRs over 2% at a minimum. Conversion rate targets depend on list quality.

How do you get customers to agree to a case study?

Offer incentives like discounts, improved services, or publicity. Present it as an opportunity to showcase leadership. Start by featuring your best relationships first.

What makes a good case study CTA?

CTAs should match prospect needs and clearly direct them to convert – like scheduling sales calls, requesting demos, or downloading content.

How do you promote case studies across channels?

Share case studies on your website, blog, ads, email, social media, at events, through PR, etc. Repurpose them widely.

Now let’s discuss helpful software and tools.

Tools and Software for Case Study Emails

The right tools and software make creating, sending, and tracking case study emails much easier. Let’s explore solutions to support your efforts.

Email Service Providers

Email service providers (ESPs) like MailChimp, Constant Contact, and Campaign Monitor provide core email marketing capabilities for building and sending case study emails.

Key ESP features include:

Easy Email Creation

Drag-and-drop editors to create professional emails with custom templates and branding .

Contact Management

Collect recipient contact info and group into segments for targeted messaging.

Automated Campaigns

Set up triggers and sequences to send drip campaigns and follow-ups.

Delivery Optimization

Tools to manage subscriber lists, authentication, and deliverability.

Reports on opens, clicks, bounces, and unsubscribes for optimization.

Split test different email content and formats for improvement.

Leading ESPs like MailChimp offer free and paid plans to accommodate needs.

Marketing Automation Platforms

More advanced marketing automation platforms (MAP) like HubSpot and Marketo supercharge case study email capabilities.

MAP benefits include:

CRM Integration

Unified databases centralize prospect/customer data for targeted messaging.

Lead Scoring

Automatically track interest levels to send matching case studies.

List Segmentation

Divide contacts into highly-specific lists and groups.

Visually map nurture programs and complex campaigns.

Landing Pages

Capture leads from case study emails with custom landing pages.

In-depth analytics on multi-touch attribution, conversions, and ROI.

MAPs require considerable investment but maximize results at scale.

Analytics and Tracking

Dedicated analytics platforms provide robust tracking and attribution.

Google Analytics

The gold standard for free email and website analytics. Track opens, clicks, location, devices, and more. Integrate with your ESP.

Specializes in tracking anonymous website traffic to tie back to email and ad campaigns.

Advanced analytics capabilities for web and mobile apps beyond Google Analytics.

Focuses on multi-touch attribution modeling across channels like email, paid social, and search.

Choose stand-alone or plug-in analytics based on your use case.

Syncing your CRM and email marketing provides a complete view of prospect interactions.

Industry-leading CRM integrates with all major ESPs and MAPs like Pardot.

Combines CRM, email, landing pages, and analytics on one connected platform.

Affordable CRM with native email marketing capabilities or ESP integrations.

CRM focused on visual pipelines pulls in email engagement data.

Choose a CRM with bi-directional ESP/MAP syncing to centralize data.

With the right technology combination, your case study email process can scale while providing visibility into what’s working. The technology options are plentiful – pick solutions tailored to your needs and budget.

Let’s wrap things up with some final thoughts.

Key Takeaways

Case study emails are a powerful tool to engage prospects and tip them towards becoming customers.

Here are the key lessons to create emails that convert:

• Define the problem – Explore the customer’s situation and struggles before your product. Use specifics and storytelling to build empathy.
• Explain your solution – Connect how your offering specifically addressed root causes and solved issues.
• Dazzle with results – Quantify the exact ROI, metrics improvements, and benefits gained after using your product.
• Leverage social proof – Weave in testimonials, recognizable logos, awards, and reviews for third-party credibility.
• Drive action with CTAs – Guide recipients into converting through strategic calls-to-action personalized to their needs.
• Research and personalize – Tailor messaging with individual prospect research, targeted use cases, and dynamic content.
• Schedule follow-ups – Persistently follow up at least 5-12 times via workflows and automation to boost conversions.
• A/B test and optimize – Try different approaches for subject lines, content, offers, and more to improve performance.
• Integrate with your funnel – Sync case study emails into your lead nurturing journeys for maximum impact.
• Fix deliverability issues – Authenticate your domain, maintain sender reputation, and monitor blacklists to ensure inboxing.
• Leverage visuals – Infographics, charts, screenshots, logos, and other visuals can boost engagement up to 200-300%.
• Promote everywhere – Extend case studies across your website, ads, blog, social media, sales collateral and more.

With a strategic approach, compelling examples, and persistence, case study emails can become one of your most valuable lead generation assets. Use the templates, strategies and tools in this guide to start showcasing your customer success stories effectively.

20 Email Marketing Case Studies: Examples & Results to Learn From

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How would you like to read the best email marketing case studies ever published?

More importantly, how would you like to copy the best practices for email marketing campaigns that are based on real-world examples and not just theory?

Below, you’ll find a list of the top email marketing case studies along with the results and key findings from each example. By studying these email marketing case study examples and applying the lessons learned in your own email campaigns, you can hopefully achieve similar results as an email marketer.

Top Email Marketing Case Studies

Getting 1,300 monthly donations – watsi email marketing case study, collecting 100,000 emails in one week – tim ferris show email marketing case study.

This email marketing case study has it all: tips, templates, and code to create a successful email campaign. Discover how Harry’s, a men’s grooming brand, launched its brand and how it collected nearly 100,000 email addresses in one week. You’ll learn everything they did so you can try to replicate the results.

The Science Behind Obama’s Campaign Emails – Bloomberg Email Marketing Case Study

Obama’s election success proved the true power of digital marketing, including powerful email campaigns. Most of the $690 million dollars Obama raised online came from fundraising emails. In this article, you’ll learn about the rigorous experimentation by a large team of analysts and the strategies that made the campaign so successful.

The Amazon Email Experience – Vero Email Marketing Case Study

In this case study on email marketing by Vero, you’ll get a complete analysis of Amazon’s email experience for the user. It takes you from the initial subscriber welcome message, to email receipts, shipping updates, thank you content, invites, Black Friday deals, the review email, and more. There are loads of data and useful tips you can gain and use for your own email campaigns in this post.

Boost Open Rates By 3X & CTR By 2X – Digital Marketer Email Marketing Case Study

How would you like to instantly boost your open rates by 3X and your click-through rates (CTR) by 2X with the next email you send to your list? Digital Marketer shows you 11 strategies you can use right now based on its own research and data to achieve similar results.

Increasing Reach, Impact & Subscriber Satisfaction – Content Marketing Institute Email Marketing Case Study

This article by Content Marketing Institute contains a breakdown of several case study examples for email marketing. Inside, you’ll learn about using list segmentation as well as advice on measuring and optimizing your email delivery performance. Popular brands discussed include SalesForce, Xerox, Noodles Company, and more.

Birchbox Boost Conversions By 25% – Braze Email Marketing Case Study

109% revenue lift for dell with gifs – marketingsherpa email marketing case study.

This is one of the best email marketing case studies available that shows the true power of using GIFs in your daily, weekly, or monthly newsletter campaigns. Discover how Dell lifted revenue by 109% with GIF-centered email effort.

$40,000 In Sales Without Annoying Subscribers – Yaro Starak Email Marketing Case Study

Here’s a complete breakdown of how Yaro Starak generated $40,00 in sales without annoying his subscribers during new product launches. It contains lots of tips, tricks, and expert advice on how (and when) to send consecutive emails, usiing videos in the campaign, creating a sense of urgency to buy now, and more.

$800,000 for Charity Water By Increasing Email Frequency – Money Journal Email Marketing Case Study

There are numerous email marketing strategies you can use to increase revenue for your business. However, not all email campaigns have to be heavily focused on giving customer discounts or free stuff to generate more money. This is especially true for non-profit organizations. Check out this case study to learn how Charity Water increased revenue by $800,000 by taking an unconventional approach to their follow-up emails that takes their audience on a journey.

Nanoleaf Recovers 30% of Abandonded Carts – Rejoiner Email Marketing Case Study

Are you an ecommerce brand, online retailer, course seller, or other type of website that uses a cart for the checkout process? If so, then this case study by Rejoiner will give you actionable tips to try based on data from Nanoleaf, which recovered 30% of sales with abandoned cart follow-up emails.

70+ Calls for a B2B Company with Cold Emailing – Growforce Email Marketing Case Study

Cold email marketing can be one of the best converting channels when done right. And this article will help you improve your cold emailing results. Read it to find out some of the top cold email best practices, get an example email sequence, and learn a powerful extra step you can use for marketing automation that works.

From Starting Blocks to Total Clarity – Email Marketing Heroes Case Study

Email Marketing Heroes is a podcast that offers free email marketing tips and a membership program to help business owners improve their email campaigns. In this blog post (and podcast), you’ll learn how one member got instant positive results by emailing her list more regularly, setting up automated email campaigns, and including links in a specific part of each message.

Hammock Increased Open Rate 48% with Shorter Emails – MarketingSherpa Email Marketing Case Study

Hammock is a B2B company that turned its traditional, content-heavy email newsletter into what they refer to as an “un-newsletter.” Discover how “The Idea Email” increased email open rates by 48% by focusing on one central topic and containing 350 words or less.

A/B Testing for Success – VWO Email Marketing Case Study

Most digital marketers don’t think about A/B testing their email marketing campaigns. However, year after year, email marketing delivers the highest return on investment (ROI) across all acquisition channels. In this article, you’ll learn how to incorporate A/B testing best practices, methodologies, and mental models to increase open rates, click-through rates (CTR), conversions, and more.

Building a Welcome Series from Scratch – HelpScout Email Marketing Case Study

600 email subscribers with 2 blog posts – jacob mcmillen email marketing case study.

Want to know how to combine the power of SEO, blogging, and email marketing to get new subscribers on your list? Jacob McMillen teaches you all that and more in this case study. Learn how he used ConvertKit on a new blog along with SumoMe Pro popups, and a special SEO content writing technique to get 600 email subscribers from just two blog posts. Includes step-by-step instructions for you to copy this exact strategy for your website and email campaigns.

8 Steps to Building a Tripwire Email Funnel – Data Driven Marketing Email Case Study

10 tripwire examples – autogrow email marketing case study.

After reading the last previous guide on setting up an email tripwire funnel, you may want to look at this page to get proven examples of case studies that worked for this type of email marketing.

56% Rise In Open Rates with Emojis In Subject Lines – Campaign Monitor Email Marketing Case Study

A famous email campaign case study released by Experian revealed that 56% of unique open rates increased for brands that used emojis in their subject lines. In this article, Campaign Monitor offers valuable tips for using emojis like a pro email marketer.

What Is an Email Marketing Case Study?

Are case studies good for email marketing.

Case studies are good for email marketing because you can learn how to create email campaigns more effectively. Instead of just studying the theory of email marketing, you can learn from real email strategy campaigns to find out what methods deliver a higher return on investment.

Read More Marketing Case Studies

Email marketing case study examples summary.

I hope you enjoyed this list of the best email marketing case studies that are based on real-world results and not just theory.

As you discovered, the email marketing case study examples above demonstrated many different ways to implement an effective email campaign. By studying the key findings from these examples, and applying the methods learned to your own business and email newsletters, you can hopefully achieve the same positive outcome with your email marketing efforts.

SEO Chatter is dedicated to teaching the fundamentals of search engine marketing to help marketers understand how to increase organic website traffic and improve search engine rankings.

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How to Feature Customer Case Studies in Your Emails: 10+ Examples

Case studies are the best kind of social proof. But how exactly do you incorporate them in your SaaS emails to drive engagement?

Case studies, use cases, customer stories, community spotlights… You name it. They all serve the same purpose: to showcase the value of your product using real customer stories.

It's the best kind of social proof, and the best inspiration.

But how exactly do you incorporate case studies in your emails to drive engagement? Let's look at 10+ email examples featuring case studies from top SaaS brands.

Why you should use case studies in your email marketing strategy

Case studies in emails have the potential to increase engagement metrics and deliver powerful results. We asked experts about their results earned by incorporating customer case studies in their email campaigns. Here are two note-worthy achievements:

• Peter Michaels, CEO of Yeepsy , says that they saw a click-through rate of approximately 14%, which was significantly higher than their average CTR for similar campaigns.
• Simon Bacher, CEO and co-founder of Ling App , shares that an email marketing campaign that included a case study brought them a whopping 30% conversion rate.

Why do case studies in emails bring such great results?

The best kind of social proof. Case studies featuring real names from well-respected companies provide strong social proof, enhancing credibility and trustworthiness among prospects and existing customers.

Inspires action. Case studies showcase innovative uses of your product, inspiring customers to explore new and creative ways to maximize its potential.

Helps solve specific challenges. With real-world examples, case studies highlight how your product successfully addresses specific customer pain points. This provides practical insights that resonate with your audience.

Builds a moat of differentiation. There may be other companies that offer the same solution as yours, but your customer success stories are unique. This sets your brand apart from competitors and differentiates your offering in the market.

Establishes a sense of community. Sharing customer case studies fosters a sense of community among your customers. You encourage them to connect, share their experiences, and learn from one another.

Entertains readers. Case studies provide real-life stories and examples that entertain and captivate readers. By presenting relatable narratives in real-life scenarios, the content will be engaging and memorable.

How to incorporate customer case studies in emails

Here are some tips to help you craft an email with customer stories.

Use the before-during-after framework

Simplify your case study email by focusing on just the facts. Learn what the user experienced before, during, and after they used your product. We previously had a conversation with Joel Klettke about powerful case studies where he talks about this framework in detail.

Evoke emotion

Alternatively, you can choose to focus on the sentiment side. Case study emails don't have to be just focused on quantitative results. You can add a human element.

Structure your email based on how the experience made a personal impact on your customer (aside from how it solved a challenge). This will help distinguish your brand from your competitors who might also use case studies.

Include measurable results if possible

If your case study features results that your customer received, make sure to include that in your email. A statement like "X [company/person] who uses this feature for Y step, has saved Z number of hours" would work. This will help them quantify the benefit(s) of your product.

Keep it short

When featuring case studies in emails, it's best to keep it concise and engaging, leaving the reader curious for more. Let the full case study do the talking — a persuasive narrative, effectively showcasing the value and impact of your offering.

Make sure your email copy includes a hook that piques the reader's interest and lets them know what to expect from the case study.

Segment and personalize the right way

To maximize results, send targeted case studies based on interest, demographic, or buying stage. For this, you'll need to segment your email list properly.

Here's a segmentation hack that Nick Gaudio, Director of content at Rattle , shared with us:

"One major hack is tying case studies to domains of subscribers. So you get somebody who signs up for an account or your newsletter. Then, create an industry column, and group new subscribers into buckets based on what their email tells you. For instance, back when I was at Rev.com, when I'd get a .edu email, we'd send a case study catalog of all the ways transcription services had helped other big-name universities. It helped that we had a lot of big names in our pockets to pull from. For catch-all uses where the emails were general (think: your GMails and your Yahoos), we'd send the biggest logos we had."

The bottom line is: segment users as much as possible. Try to find out specific characteristics for segmentation. And then send case studies that would interest each group.

Additionally, personalize the email content to address specific pain points or interests.

Explore different formats as case studies

Case studies don't always have to be downloadable content pieces. You can include podcast episodes, articles, videos, and even webinars. You can also showcase customer's work as examples in your emails.

Below you can find helpful examples of case study emails in different formats by SaaS brands.

Mix and match the formats

Here are some ways you can use case study materials in your emails. You can mix and match those to fit your goals:

• As standalone emails in your lead nurture and lifecycle campaigns
• Within your newsletters, as a special block
• As community roundups (same as Webflow and others do below)

Examples of emails featuring case studies

Let's look at how some of the best SaaS brands creatively use case studies in their emails strategy.

#1. Webflow

Webflow is a tool that allows no-coders to create professional, custom websites with a visual canvas.

Webflow's newsletters showcase websites built by some of their customers. They use an image and a short description with a link to the customer's website.

Figma , a popular design software, showcases community accomplishments in their newsletter.

They also share plugins and other reusable creatives by other Figma users. While this isn't exactly a 'customer story', it has the essence of it, and email makes a great distribution channel for these.

#3. Descript

Descript is a video and podcast editing software.

They use email to share some of their case studies done as customer interviews. In this particular email, the author specifies a challenge the customer faced, which is likely a common pain point for others as well. The copy is short and catchy and tells the reader what to expect. They link to the interview at the end.

Loom is a screen recording software with async video.

Loom shares short customer creations during their onboarding flow. New users can get inspiration and quickly understand more about the product.

They also offer a round-up of case studies presented as a guide.

Note how they include a specific number, and include the results accomplished by their customers. The email promotes specific Loom features without sounding too promotional.

Toggl is a time tracking tool that helps save time and make the most of productive hours.

To provide new subscribers with inspiration, one of their onboarding emails features a case study about one of their clients.

Feedly is a tool that helps prioritize content you want to read across the internet with the help of an AI research assistant.

Feedly uses imaginary personas as case studies during their user onboarding. Instead of a long product demo video, they opted for a visual email that helps users understand the different ways they can use the product.

Although these aren't real case studies, they serve the purpose of informing the user about the product benefits with real scenarios.

#7. Mercury

Mercury , the startup bank, includes a "founder spotlight" section in their newsletter.

These customer stories, in the form of Q&As, are not necessarily product-focused. Rather, they tell the founder's story and the company they built. The email features one of the Q&A and links to the rest.

#8. Shopify

Shopify , an ecommerce platform, features multiple case studies on their blogs and other channels.

Another example of a case study promoted in a newsletter. This one promotes an episode of the Shopify Masters podcast, which has insightful conversations with Shopify store owners and industry experts.

#9. Airtable

Airtable is a low-code platform for teams that build apps and productivity tools.

In this newsletter, they showcase how one of their customers used Airtable to move their items. They include just enough information to spark curiosity on this use case.

Canva , an online graphic design tool, is known for its community-focused approach to marketing. They regularly initiate design activities and challenges that users participate in.

In some of their newsletters, Canva showcases a few creations by the Canva community. The one above has a few personal website designs by creators.

VSCO is a professional photo and video editing tool.

VSCO has a creator-focused newsletter. In this edition, they mention how two creators used the Montage feature available on their product and links to the VSCO journal, a visual blog.

Rev , an AI transcription company, sends out case study emails to new leads and customers.

The email copy has a light tone and uses learnings from Netflix and Hulu as lessons for their customers. They keep it concise and link to the downloadable case study at the end. Bravo!

Leverage case studies in emails to bring better results

Let's look at the key takeaways from the examples:

• Highlight a pain point that your product solves, or a challenge your product helped overcome.
• Include measurable results if possible, allowing customers to quantify the benefits of your product.
• Evoke emotion by adding a human element to your case study emails, going beyond just quantitative results.
• Segment and personalize case studies based on interests, demographics, or buying stage to maximize their relevance and impact.
• Explore different formats for case studies such as podcast episodes, articles, videos, or webinars to provide diverse content options in your emails.
• Keep case study emails short and engaging, enticing readers to learn more through a click for the full case study.
• Mix and match case study formats, incorporating them as standalone emails, within newsletters, or as community roundups, to suit your goals and campaigns.

Incorporating customer case studies in your email marketing strategy can be a game-changer for your business. We hope these examples gave you inspiration for your next email campaign.

Hibathu Naseer is a content marketer who specializes in writing actionable and value-driven long-form content for B2B SaaS brands. She also creates lead magnets and email newsletters that bring in and nurture leads.

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

Easily create beautiful case studies and more with Visme

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Email Marketing Case Studies To Get Inspired and Ensure Your Campaign’s Success

The importance of email marketing case studies

Eleven must-read email marketing case studies, draper james, amanda perry, turn me royal, eternity modern, shiree odiz, final thoughts.

Easy-to-use drag-and-drop email builder, 100+ free templates, automation tools, in-depth analytics. Send like a pro, even if it’s your first campaign!

Subscribe to our blog digest and get tips and inspo every 2 weeks. Plus, you’ll get our Foolproof Guide To Email List Building

Warning: The following email marketing case studies may cause extreme FOMO, uncontrollable excitement, and a sudden urge to revamp your entire email strategy. Proceed with caution. 

Still with us? Good. We’re about to take you on a wild ride through a fresh set of email marketing campaigns that captivate, convert, and create champions for brands. Get ready to be inspired and think about how you can apply the lessons from each email marketing case study to your own campaigns, no matter how small your budget or team may be. Read on.

Sometimes, you exhaust all common strategies striving toward your next email marketing goal, and there are only so many experiments you can do on your own. So, learning from the experience of another marketer can be just the perspective shift you need.

Case studies are real-world marketing examples that describe how different companies achieved their email marketing goals. They offer practical advice and proven strategies you can use for your own campaigns. Here are other benefits you can get out of reading email marketing case studies:

• Learn from real-world challenges: Case studies show how email marketing strategies work in action, with all the real-life obstacles and distractions. With this information, you can learn what to account for when using this or that technique. 
• Stay updated on the latest marketing trends: Case studies are often created to demonstrate the use of cutting-edge technology and the latest marketing trends . You can learn about the newest best practices in the field and keep your email marketing management competitive and effective.
• Gain inspiration: Sometimes, case studies can spark your creativity and inspire you to try new techniques or adapt successful strategies for your own email marketing campaigns. 

All in all, by examining the successes (and stumbles) of others, we can not only learn what works but why it works. And that’s the first step to making your own campaigns a hit. 

We are not going to talk about big brands and well-known cases, published by numerous email marketing blogs over and over again. Forget the usual suspects with their sky-high budgets and household names you can find in any other article with a similar title. In our research, we are dialing into the small and medium-sized businesses that have quietly but effectively revolutionized their email strategies. Prepare to be inspired by stories filled with actionable advice, proving you don’t need a blockbuster budget to make a blockbuster impact.

About the company: Neurogan creates high-quality and safe CBD products.

Challenge: The company had many problems: they needed better targeting to get noticed in a crowded market. They had to keep their reputation safe. They wanted to improve their engagement metrics. 

Solution: They decided to start with list segmentation. And then experiment with different types of promotional emails to see which one gets the better response. If emails were left unopened, they set up an automation to deal with that as well. They made sure the design of their email campaigns was appealing to their customers. 

Results: The results were pretty impressive — a 76% growth in year-over-year revenue, a 20% increase in open rates. They had 37% more clicks coming from their campaigns. And got a nice increase in revenue for cart abandonment automation. 

Key takeaway: Neurogan’s case proves that when email marketing is done right, it remains a very powerful marketing tool. Personalization, knowing your audience, and continuous testing can increase engagement, retention, and revenue, even in the most competitive industries.

Check out the full Neurogan case study . 

About the company: Vitrazza is a brand making luxurious glass chair mats.

Challenge: Vitrazza had trouble with their first email campaigns because they didn’t get many responses or sales. There wasn’t enough of the brand’s personality in the basic welcome flow and email content to keep customers coming back.

Solution: The welcome flow was completely redesigned to include customized messages that showed off Vitrazza’s unique selling point. The promotion was more compelling because it was based on customer segmentation and targeted content that included customer reviews and personal messages from the CEO.

Results: Email sales went up by 55%, click-through rates went up by 20%, and open rates for usual campaigns and the welcome flow went over 30% and 50%, respectively. The welcome email series made $564,200 in sales in less than four months. The Memorial Day effort stood out from the rest of the emails and brought in over $90,000.

Key takeaway: Vitrazza’s story shows how small changes to important flows can completely change a business’s email marketing results. Customized, data-driven strategies mixed with real brand stories and smart campaigns can greatly increase online sales and keep customers interested.

Check out the full Vitrazza case study . 

About the company: Draper James is a clothing line launched in 2015 by actress Reese Witherspoon. The brand incorporates classic designs into the wardrobes of modern women. 

Challenge: As a luxury brand, Draper James couldn’t figure out a way to use incentives and not appear too pushy. Without motivation, the brand’s subscribers didn’t rush to become paying customers.

Solution: Draper James zeroed in on the messaging and used real-time AI to improve the email campaigns’ copy. This helped to create messages that compelled the subscribers to become first-time buyers. Another clever strategy was to use customer data not only to increase first conversions but to also stimulate repeat purchases. 

Results: First-time purchases increased by ten times. Plus, Draper James got a 30% boost in repeat purchases and significant time saved on routine tasks that were automated.

Key takeaway: This case is a reminder for small and medium business owners that the secret to converting leads lies in understanding and addressing the unique needs and desires of their audience.

Check out the full Draper James case study . 

About the company: An e-commerce fashion brand. 

Challenge: Amanda Perry’s client used to generate sales through a private community in their Facebook group. But when the unpredictable changes in Facebook’s algorithm hit, converting leads into sales became impossible. So the brand decided to look into email marketing. 

Solution: Seemingly generic email welcomes were turned into personalized style narratives, complete with brand-centric animations that complemented their marketing campaigns. All of the emails were sent on days and at times the brand’s audience loved to engage.

Results: Over three months, the company gained £25,000 (about $31,000 at the moment of writing) in revenue. The brand’s subscriber base grew by 50%. All of these results were supported by the engagement rates. Open rates increased to 26% while the click-through rate (CTR) made it to 3%.

Key takeaway: This case proves that it’s worthwhile to invest in email marketing even for businesses focused on social media presence. When other channels face turbulence (be it due to the changes in the algorithms or policies), email marketing consistently engages customers and brings sales. 

Check out the full Amanda Perry case study . 

About the company: PetLab Co. is a pet wellness firm that makes premium dog supplements and care items.

Challenge: The company offers a wide variety of products and an audience at every stage of the customer journey, from loyal subscribers to one-time browsers. So, they needed to be sure that their email campaigns were aimed at the right segment and that they were not wasting their efforts. 

Solution: Through precise email segmentation, the company changed advertising so that every pet owner felt like the best of the bunch. They ran comprehensive A/B testing, experimenting with CTAs, send timing, and even how removing PetLab Co’s name from subject lines affected open rates.

Results: Increased click rates by 53% and open rates by 24%. Not to mention, total clicks increased while bounce rates decreased. 

Key takeaway: Segmentation is your best friend. It guarantees your message reaches the right people at the right time and turns a random visit into a sale.

Check out the full PetLab Co case study . 

About the company: Turn Me Royal is a unique service that turns pictures of their customers into bespoke Renaissance-style portraits.

Challenge: The business needed to create an all-encompassing email marketing plan, but first, it had to build an email list and earn customers’ trust. After this, the main challenge was segmentation and making the content relevant to different groups of clients. 

Solution: Email marketing experts created a full welcome flow for the brand. The efforts were mostly focused on big sales events like Black Friday and Cyber Monday. Email campaigns were designed to target specific groups, such as VIP customers. The brand also started dynamic email campaigns to show how fun it is to give personalized portraits as gifts.

Results: Before the changes, email marketing brought nothing but a mere 5% of total income. Within the first month, this metric jumped to 15% and then settled at an average of 30% per month. The email list grew to over 25,000 people.

Key takeaway: Strategic, creative, and focused email marketing management can make the customer experience much better. This proves that email campaigns can be a strong foundation for e-commerce success. At the same time, standard strategies like promotional emails or segmentation stay the golden standard for businesses at the start of their email marketing outreach.

Check out the full Turn Me Royal case study . 

About the company: Eternity Modern is a furniture shop customers love for its mid-century modern sofas, high-end lighting, and wooden items. 

Challenge: Previously, the company didn’t invest in email marketing and now needed to build the strategy from the ground up. Eternity Modern also had to make this new sales channel profitable.

Solution: The company made a welcome series, a cart abandonment sequence, and an upsell/cross-sell sequence, as well as 6 other email flows. Next, Eternity Modern separated the subscriber base into groups and amped up the email frequency. Moreover, the company cleaned the email list saying goodbye to uninterested and disengaged customers with a sunset campaign. All of these strategies combined decreased the spam rates and made deliverability more consistent.

Results: From zero revenue, email marketing results came out of the woodwork to $80K/month in three months, hitting $289K/month by the 11th month. 

Key takeaway: The company was dedicated to a thorough email strategy with segmentation and dynamic flows, balanced content. It also accepted continuous testing. These steps helped the furniture shop use email marketing to the fullest and turn it into a sound sales channel.

Check out the full Eternity Modern case study . 

About the company: The brand creates inexpensive yet high-quality jewelry that would not tarnish or get ruined by water.

Challenge: The company didn’t have many employees and had to handle a lot of different email and pop-up systems. It wasn’t working.

Solution: The brand used TikTok to build a big email list before the launch and kept adding to it with pop-ups. Then, they made targeted email ads and automated flows that worked well with the people they had just found.

Results: After the changes, Nadaré Co was getting 29% of its revenue from automated email marketing efforts. One email sent after purchasing, for example, has brought in over $10,000 more in sales.

Key takeaway: A well-thought-out plan that includes important email marketing flows, such as welcome emails and emails to customers who abandoned their carts, can engage clients more and help you make more money.

Check out the full Nadaré Co case study .  

About the company: DSLRPros is a marketplace for drones and related accessories.

Challenge: Their emails were not engaging enough and there was no consistency in the sending schedule. The content of the messages was quite redundant. Also, their approach lacked personalization and segmentation.

Solution: The business changed the way it does email marketing totally. This included a big increase in emails sent and the creation of fully automated email flows for different stages of the customer journey. Their strategy included better content (including webinar promotions). This helped to establish DSLRPros as even more of an expert in the aerial business.

Results: More than a million emails were sent in less than six months, the click rates went up by 115%, and the number of new clicks increased by 445%. Orders increased by 4.4 times, and the order rate tripled. This caused average revenue per recipient to rise by 227%, and total revenue rose by an amazing ninefold. Notably, the browse abandon flow had a click rate of over 7%, which brought in a lot of money.

Key takeaway: DSLRPros greatly increased their return on investment (ROI) through personalized communication, sending more emails, and dividing their audience into segments. And so can you.

Check out the full DSLRPros case study . 

About the company: Shiree Odiz is a small diamond jewelry store. Their goal is to make classic, fine diamond jewelry that is made in an ethical way and has classic patterns that have been updated for comfort, durability, and high-end looks.

Challenge: The brand had a hard time with high cart abandonment rates, even though their first email flow for people who had abandoned their shopping carts got some responses, it wasn’t enough to bring back a lot of lost income.

Solution: Shiree Odiz set up an automated email with an easy checkout link that was sent an hour after a shopping cart was abandoned. The next day, another follow-up email was sent. It had a minimalist email design (text-only) and included a personal note and a small discount.

Results: The first email has a 41.4% open rate and a 1.4% click rate, bringing in $15,300 in a quarter. The following email has a 30.6% open rate and added $69,400 in revenue.

Key takeaway: Simple, bottom-of-the-funnel methods like sending follow-up emails at the right time can help you make more money with little work. Follow-up emails that include personalized deals can be a great way to get people who have left items in their carts to return. 

Check out the full Shiree Odiz case study . 

About the company: Astana Hub is the biggest global tech park and IT startup hub in Central Asia. It was created in 2018 to help innovative IT companies grow and bring in talented IT workers from all over the world. Astana Hub is home to over 1,300 people and works with companies like Draper University, Binance, Google for Startups, and EPAM. 

Challenge: The company was looking for the right tool to start its email marketing efforts to onboard users to its mobile app, announce and promote events, and attract participants and partners. 

Solution: They pulled and segmented the contact list from their CRM into groups based on industries, events, and lead status. The marketing team at Astana Hub used Selzy to design newsletters and change their emailing schedule. They now send newsletters twice weekly and combine daily emails into a single weekly digest as one bulk email.

Results: Astana Hub got 28,000 people to download its brand-new mobile app, with a 63% email open rate and a 26% click-through rate. Email marketing was a cheap way to stay in touch with its subscribers, and Selzy’s ability to divide its customers into groups made them more engaged and raised awareness about the company.

Key takeaway: Good segmentation and proper email frequency can boost user engagement, open rates, and click-through rates. It can contribute not only to revenue but also to other marketing goals like user onboarding and increasing brand awareness.

Check out the full Astana Hub case study .

Impressed by these case studies and eager to work on your own strategy? Register in Selzy and revamp your email marketing. Selzy is an email marketing platform with all the features you might need like forms, responsive templates, analytics, and more.

All of these email marketing cases prove that the road to each company’s success is unique. But if you want to make yours less winding, explore these tried and true ideas:

• Make your emails feel personal. Customize your messages and make them unique to your brand. Just like everyone likes a thought-after birthday gift, people prefer emails that feel personal. If your audience likes what you send, your open rates will improve and your relationships will be better.
• Try basic strategies first. Cart abandonment or subscriber engagement problems can often be solved with a simple, well-timed email. So before doing a one-eighty, try the basic strategies.
• Use dedicated software. Email-sending services like Selzy simplify your process while also providing data reports and automation. Overall, they greatly help you optimize your strategy for more engagement and conversion.
• Tell your brand’s story. Your brand’s story is a powerful strategy on its own. Engage your audience with stories that match their own experiences and goals, turning casual browsers into devoted consumers. For example, start by introducing your company’s founder, and try this in the welcome series to make a positive first impression.
• Test, learn, adapt. The digital world is always changing. Stay flexible: test different methods, learn from your analytics, and be ready to adapt your plan. Keep up with the trends and expectations but also evaluate the tendencies before committing to them in full.

How To Send HTML Emails: A Detailed Guide

Mother's day promotion ideas to celebrate motherhood and drive sales, latest articles.

The Foolproof Guide To Email List Building

Others just make a list of ways. We actually explain how to make the most of each way.

21 surefire ways to grow your email list with detailed explanations and hand-picked examples. Based on research and 10+ years experience in email marketing.

Check your email — the guide is on it’s way to your inbox.

18 Ways to Use Case Studies in Your Email Marketing

We’re always talking about how case studies are one of the hardest-working types of content.

They can help you:

• Build brand awareness
• Present solutions that solve your audience’s pain
• Grease the wheels for decision making
• Showcase results that inspire new leads

But did you know that email marketing is the perfect channel for sharing your stories?

With hard numbers , big results, and a gripping story, case studies leap out of the inbox. And with email’s special features like segmenting and sequences, you can send that persuasive pop to the right person at just the right time to gain a new customer.

Try these 18 ways to leverage your case study content and amp up your opens, clicks, and sales.

18 Ways to Leverage Case Study Content in Email

1. Audience satisfaction. Your subscribers invited you to their inbox because they want to know more about how you solve their problems. Case studies answer their questions in an irresistibly sticky format.

Questions such as:

• Do you help customers in their industry or niche?
• Can you ease the challenges that are giving them heartburn?
• Does your solution have the features they desperately need?
• Will your results persuade their decision makers?

2. Gated lead magnets. Use a case study as an opt-in to grow your email list.

3. Metrics in subject lines . Putting the most impressive metrics in your subject lines snags attention. This could be something like:

• “__% higher (metric) in ____(time). Interested?”
• “What could you do with __% more ____?”
• “How to get XX% more traffic for your ______”
• “[Case study] How XYZ Company got _____ (result)”

Here’s an example (and see how that headline pops?):

4. Quotes in subject lines. As above, but with your best customer quotes :

• “I wish I’d known about XYZ Company sooner….”
• “XYZ Company totally saved our bacon….”

5. Segmenting. Hand-picked case studies are the epitome of personalized persuasion. Send custom-fit stories to each avatar or segment based on:

• Pain points

Case studies can also enhance segmentation in reverse. You can tag readers who click on the story and follow up later with related offers and content.

6. Welcome sequences. Rev up new subscribers by following your lead magnet with an exciting story that’s connected to their goal.

7. Nurture sequences. Deepen your connection to subscribers by telling a story about how you solved the pain they’re feeling right now.

8. Drip email series. Build up tension and craft cliffhangers with a drip email series designed around a case study. For example:

• Email #1: discuss the frustrating problem
• Email #2: give hope with the solution
• Email #3: relieve the pain with results and a CTA.

9. Onboarding sequences. Help new customers set up your solution by sharing a study that demonstrates an interesting implementation.

10. Sales sequences. With hard-hitting details, case studies bring the perfect content as your readers progress through the later stages of the buyer’s journey:

• Consideration: showcase how your solution compares to competitors
• Decision-making: confirm your value with impressive results.

11. Upselling. Use the success story to pitch a premium service or add-on product to existing customers.

Use the success story to pitch a premium service or add-on product to existing customers.

12. Newsletters. Repurpose your case studies as newsletter articles, or send teasers with links to download or view. This could be something as simple as:

“We helped a _______ company shorten its app development process by 12 months, giving it an important market differentiator for the next insurance open enrollment period. Find out how we did it here.” <link to case study>

13. Re-engage dormant clients. Send an email that teases a scroll-stopping win and link to the full story.

14. Before and after examples. Convince on-the-fence prospects by spelling out exactly what life was like before and how much better life is after your solution.

15. Competitor comparisons. Craft a sequence about why one (or more!) customers decided to switch from a competitor’s product to yours.

16. Cold email outreach. Include case studies as a wow-worthy demonstration of your capability.

17. Media pitches. Pitch journalists, editors, or media outlets and reel them in with concrete metrics and customer quotes.

18. Email signatures. Include a link to your case study page or a specific case study so that everyone you interact with will passively encounter your social proof.

Here’s a quick illustration:

When you combine the irresistible drama and hard results of your case studies with the personalized experience of email, you get persuasive power that’s hard to beat.

So give some of these email plays a try—and get your case studies working harder and driving more wins.

Want to talk about leveraging case studies in your email marketing?

Contact us and we’ll help you get started.

Laurie Zottmann

Staff writer.

The only thing Laurie loves more than unforgettable stories is helping readers accomplish stuff that matters. When it comes to solving pesky business problems and capturing B2B audiences, nothing lights up the whole marquee like a heroic case study.

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Email Marketing Templates: 9 Case Studies for Email Marketing Success

See the exact emails a high-growth ecommerce brand is using to engage, educate, and upsell new prospects.

Email marketing is one of the most profitable marketing channels for an ecommerce business. It’s also one of the most time consuming.

Email marketing templates save time by formatting the contents of each email. Instead of resizing fonts, arranging photos, and writing content, an email marketing template stores this information for you. Small customizations mean you’re ready to hit send in just a few minutes.

Here are nine customizable email templates from Shopify Email you can quickly tweak and get out, so you can spend more time growing your list and generating sales.

1. Welcome email template

Welcome emails introduce new subscribers to your ecommerce brand. They’re a powerful tool used to bring new subscribers up to speed with your brand—be that an introduction to the founders, a carousel of bestselling products, or the story behind how your online store came to life.

Customize this welcome email template by:

• Replacing the default headline text with an attention-grabbing tagline
• Highlighting your bestselling product(s)
• Giving new subscribers an incentive to buy, such as a discount or free gift

2. Product launch template

Launched a new item? Tell subscribers about it using a product announcement email template. Write an intriguing subject line and preview text, use large product images, and add a CTA button to shop the new product.

Make the most out of the product launch template by:

• Offering a time-sensitive discount to celebrate the launch
• Split-testing whether hiding the product price increases click-through rate
• Inviting subscribers to talk about the new products on social media

3. Abandoned cart email template

Almost seven in 10 people who add products to their online shopping cart exit without purchasing. Use an abandoned cart email template to showcase the exact product(s) they left, with a direct link to a personalized cart to resume shopping.

Shopify’s abandoned cart email template automatically prefills the items a shopper abandoned before exiting your online store. It’s a responsive email, designed to capture the 187.5 million shoppers who purchase through mobile devices.

Combine the template with the abandoned checkout automation to automatically send cart reminder email campaigns after four hours .

4. Marketing email template

Shopify Email has templates for annual events like spring, fall, Singles’ Day, and Father’s Day. Schedule your digital marketing emails around these events, and angle the messaging around it to capitalize on people who treat the occasion as an excuse to spend money.

Smart ways to use these templates in your email marketing campaigns include:

• A themed discount code, such as SINGLE10 or LOVEMYMOM
• Highlight bestselling products or categories to help new subscribers navigate your store
• Showcase social proof, such as product reviews or influencer endorsements
• Promote a gift card product if the holiday is renowned for gift-giving

5. Flash sale email template

A flash sale is a time-sensitive deal that expires after a certain period of time. Marketers use them to instill a sense of urgency in their email subscribers. “While stocks last”-style messaging can influence people to buy sooner rather than later.

Use these tips to customize your flash sale email template and generate sales:

• Reinforce a sense of urgency with time-sensitive discount codes
• Use a countdown timer to show when the deal ends
• Promote your bestselling products to entice people to click through and shop
• Continue urgency-themed messaging with call-to-action button text like “Secure the deal” or “Take advantage now”
• Send customers directly to checkout with express checkout buttons on your most popular products or fastest-selling items

6. Discount email template

Some 96% of online shoppers actively search for discount codes throughout the purchase process. Reinforce this with a discount email template that shares the unique code alongside social proof that convinces them to take action.

• Show personalized product recommendations similar to the items they’ve previously bought or shown an interest in.
• Set a minimum order value, such as “spend $50 for free shipping,” to increase average order value .
• Automatically apply the discount by adding a UTM parameter (yoursite.com/?discount=CODE) at the end of each link. That way, shoppers don’t have to cut and paste the discount at checkout.

7. Upcoming event template

Experiential retail happens when customers have in-person experiences with a brand. If you’re one of the 40% of brands that plan to make experiential retail a priority this year, use this upcoming event email template to share important details with email subscribers.

Important things to include in your event announcement email include:

• The date, time, and location of the event
• Travel advice, such as parking or nearby bus routes
• What to expect from the event, such as a free gift for all attendees or a live master class with an industry expert
• How to register for the event and secure their place

8. Product restock email template

If you’ve restocked a popular product, inform email subscribers with this template. It’s a smart way to reengage subscribers , especially if some time has passed since they last interacted with your email campaigns. This type of social proof can often be the nudge that convinces them to buy.

Drive sales using the product restock template by:

• Writing a catchy title and subject line, such as “Look what’s back” or “Reintroducing…”
• Showing a large image of the product and a “shop now” call to action button
• Displaying social proof that’s tied to the product you’re announcing, such as 5-star ratings, influencer endorsements, or user-generated content

9. Payment installment email template

Not everyone has enough disposable income to pay for your products in full. Ease money pressures with buy now, pay later options through Shop Pay —a type of monthly installment payment plan that 360 million people have used within the past year.

Promote your buy now, pay later offer with an email template that shares:

• How customers can use BNPL options
• When their payment will be due
• The amount billed at each point in the billing cycle

Get the best email marketing templates with Shopify Email

You don’t need advanced coding skills to create your own email marketing templates. From promotional emails to abandoned cart reminders, get access to all of these email templates (and more) with the Shopify Email app .

Create email forms, build your list, and schedule email campaigns using these templates. You’ll quickly turn email marketing into a profitable marketing tool for your online store.

Create branded emails in minutes with Shopify Email

With Shopify Email, you can easily create, send, automate, and track email campaigns all from your Shopify admin—no coding required.

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Email marketing template FAQ

What is the best size for an email template.

• Template width: 600 pixels
• Template height: 1500 pixels
• Logo size: Less than 500 pixels square
• Header: 700 pixels tall and 150 pixels wide
• Email file size: Less than 20 MB

How do I make a good email template?

• Add large, finger-friendly buttons for mobile recipients
• Use placeholder text and images to drag and drop your own content
• Add your business’ name, address, and social media links to the email footer
• Use responsive email templates that automatically resize for each device

Does Shopify have free email templates?

Yes, Shopify offers several email templates through the Shopify Email app . Online stores with an active Shopify plan can access a library of pre-built templates. Use the drag-and-drop editor to customize each template and email your subscribers.

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17 Customer Success Email Templates for Every Use Case

Deliver Faster Support Right From Gmail

Table of contents.

While multi-channel support is a norm today, 77% of customer teams still use email to build and nurture customer relationships. Sending contextual and relevant emails at the right touchpoints in the customer’s journey improves customer retention.

But sending emails with the appropriate intent at the right time can be time-consuming. 

In such cases, it is quite helpful to have a few customer success email templates ready to be used.

We’ve listed 17 amazing customer success email templates to help you improve your customer experience. But, before we jump into it, let’s first understand the importance of customer success emails.

Table of Contents

Why are customer success emails important.

An important aspect of building lasting customer relationships is engaging your customers in meaningful conversations. And effective, well-timed customer success emails are an integral part of these conversations. Emails can be used to educate and update your customers, improve product adoption, upsell, and even prevent churn. All of which, ultimately impact the revenue.

Also Include a professional email signature template in your email to establish a positive association between yourself and the company you represent

9 Benefits of Customer Success Email Templates

Customer success email templates are a powerful tool that brings consistency, efficiency, and personalization to your customer communications while saving time and ensuring a seamless customer experience. Here’s what they can help you achieve:

17 Customer Success Email Templates + Examples to Engage with Customers

Now, let’s get down to business!

If you don’t have the professional to work on email designs, that’s absolutely fine. You can start with the simple, clear and concise customer success email templates shared below to drive meaningful conversations with your customers.

1. Onboarding email template

Successful onboarding is a crucial part of the customer experience. In fact, a well-planned customer onboarding strategy helps customers realize the value of your product, thereby improving customer retention.

Here’s a customer success onboarding email template you could use.

Subject: Welcome to [Company Name], [Customer Name], Let’s get started! Hi [Customer Name], Starting tomorrow, we’ll send you a daily tutorial for the next 4 days, focusing on different aspects of [Product Name]. These tutorials will help you gain confidence in using the features effectively. Here’s a sneak peek at what you can expect in the tutorial series: Day 1: [Tutorial Title 1] Learn the basics of [Important Feature] and how to get started. We’ll walk you through the essential steps to set up and navigate the feature smoothly. Day 2: [Tutorial Title 2] Discover advanced techniques and best practices for maximizing the benefits of [Important Feature]. We’ll cover key tips, strategies, and real-world examples to help you achieve remarkable results. Day 3: [Tutorial Title 3] Dive deeper into [Important Feature] with an exploration of its advanced functionalities. We’ll demonstrate how to leverage these advanced capabilities to take your experience to the next level. Day 4: [Tutorial Title 4] In our final tutorial, we’ll address frequently asked questions and provide expert insights to troubleshoot common challenges and optimize your use of [Important Feature]. Feel free to apply these concepts to your [mention customer’s use case] . If you have any questions or need further assistance, our dedicated support team is here to help you every step of the way. Best regards, [Your Name] [Your Title/Role] [Company Name] [Contact Information]

When drafting a customer onboarding email, you need to ensure that you are hitting three important components:

Gmail’s onboarding email does an excellent job at checking off the above pointers.

Here is why it works:

2. Welcome/Introduction email template

The welcome email is your first contact with customers after they sign up for your product. Naturally, you want to keep your email information light at this stage and use friendly language to establish quick rapport without distractions.

Highlight your product’s value proposition and keep things super simple and straightforward while guiding your user to their first Aha! moment. Use branded color schemes and include images and logo designs showing your product in action. 

You can use this welcome email template to initiate a successful customer journey.

Subject: Welcome to [Company Name]! Let’s get started. Dear [Customer’s Name], We’re thrilled to have you join us. We are fully committed to delivering an exceptional experience right from the beginning. In the next 24 hours, your dedicated customer success manager will reach out to you to help you set up your account seamlessly and integrate necessary systems, if any. Meanwhile you can access our comprehensive <hyperlink your knowledge base here> resources to learn how to make the most of our platform. Please be assured that our 24×7 support team is always on standby to assist you with any questions or challenges you may have. We’re glad to have you onboard and excited about what lies ahead! Best, [Your Name] [Your Title/Role] [Company Name] [Contact Information]

Take a few pointers from Playbuzz:

Here’s why it works:

Over 10,000+ teams use Hiver to build stronger customer relationships. See How Hiver Works.

3. Pro Tips/Best Practices email template

At this stage, the user has taken their first steps and used your product. But there may be times when they feel lost or overwhelmed with your product features, especially if you have a slightly more complicated product or service.

In such cases, it is a great idea to send users product setup emails to proactively help move them past friction points and provide them with relevant suggestions that help them get more value from your product, increase customer satisfaction, and prevent customer churn.

Here’s a template you could use when you want to offer pro tips on an important feature. It’s assumed here that the said feature will help you create filters, export data and automate tasks. Feel free to tweak it to suit your use-case.

Subject: Pro Tips: How to Get the Most Out of [Feature name] Hi [Customer Name], I know you’ve been using it for a while, but I think you might find these tips helpful. Tip 1: Use [feature name] to create custom filters. One of the best things about [feature name] is that you can use it to create custom filters. This means you can quickly and easily find the information you need. For example, you could create a filter to show all leads that have been generated in the past week. Tip 2: Use [feature name] to export data. [Feature name] also makes it easy to export data. This means you can share data with your team or with other applications. For example, you could export a list of leads to a spreadsheet or to a CRM system. Tip 3: Use [feature name] to automate tasks. [Feature name] can also be used to automate tasks. This means you can save time and effort by having the app do things for you. For example, you could automate the process of sending follow-up emails to leads. I hope these tips help you get the most out of [feature name]. If you have any questions, please don’t hesitate to contact me. Thanks, [Your Name]

Slido’s product setup email does an excellent job encouraging users to take the next steps and provides subtle help and suggestions.

Here’s why it works:

4. Upgrade email template

Customer success teams use upgrade emails to drive free trial and premium models. When done right, these emails convince prospects to convert into paying customers—or upgrade from a free plan to a paid one.

To write an effective update email template, you need to:

You can also provide your customer support email address or link for the user in case they have any additional questions about upgrading.

Here’s an email template you can use to convince customers to upgrade to a paid plan.

Subject: Upgrade your [Product Name] account to continue accessing premium benefits Dear [Customer’s Name], Thank you for trying out [Product Name] during your free trial. With only [X] days left in your trial period, we encourage you to upgrade to a paid plan and elevate your experience. Here’s why it’s worth it: 1. Unlock Premium Features : Gain access to exclusive features that enhance productivity and streamline your workflow. 2. Enjoy Unlimited Usage : Say goodbye to usage limitations and enjoy the benefits of unrestricted access. 3. Priority Support : As a paid customer, you’ll receive priority assistance from our expert support team. 4. Future Enhancements : We’re continually improving our product, and as a paid customer, you’ll have early access to new updates and enhancements. Upgrade your account now by clicking [upgrade link] or reach out to our support team at [contact information] for assistance. Please note that your trial period ends in [X] days. Don’t miss out on the premium benefits that await you! Best regards, [Your Name] [Your Title/Role] [Company Name] [Contact Information]

Take this email from Zapier, for example.

5. Case study email template

93% of consumers say online reviews influenced their purchase decisions. 

You can leverage this behavior by using case studies to convince potential customers that your company can solve their problems. Think of it as a detailed social proof that showcases how your current customers use your products or services and the results they achieve through them.

How to write a case study email template?

To start, make the case study the entire focus of the email. Write a short copy highlighting the results of using the product or service and what insights the recipient can hope to get after reading it. 

Here’s an case study email you could use:

Subject: How [Existing User] Overcame [Painpoint] Hi [Lead Name], [Existing User] is a [industry] company that was struggling to [challenge]. They were using [previous product/primitive method], but they weren’t seeing the results they wanted. After switching to [Your Product], [Existing User] was able to see a [increase] in [metric]. They were able to do this because: [Your Product] is easy to use. [Your Product] is scalable. [Your Product] provides excellent customer support. To read the case study, simply click the link below: [Link] Best, [Your Name]

Niice is one of the few brands that do case study emails really well.

6. Customer feedback email template

Businesses constantly talk about offering personalized customer experiences. One of the facets of offering a personalized experience is to listen to your customers. Customer feedback allows you to capture the VoC (Voice of Customer),identify your customer’s challenges, what they like about your product, what they’d like to improve, and more.

A great way to collect feedback is by sending out well-designed customer feedback emails from time to time.

While designing a customer feedback email, it is good to keep these pointers in mind.

Here’s a simple customer feedback template you could use.

Subject: What Can We Do Better? Hi [Customer Name], We’re always looking for ways to improve, and your feedback is essential to our success. Here are a few questions that I’d like to ask you: 1. What do you like about our product? 2. What could be improved? 3. What features would you like to see added in the future? Your feedback is confidential and will only be used to improve our product. Thank you for your time and consideration. Sincerely, [Your Name]

Take this example from Algolia.

Deliver Empathetic Service at Every Turn. Boost Customer Satisfaction with Hiver

7. Renewal Reminder Email Template

A renewal reminder email template is an email sent to customers to remind them that their subscription is about to expire. The goal of this email is to encourage customers to renew their subscription so that they can continue using your product or service.

Here’s a simple renewal reminder email template you could use.

Subject: Your subscription to [Product Name] is set to renew automatically Hi [Customer Name], We wanted to remind you that your subscription is up for renewal soon. Renewing your subscription ensures uninterrupted access to our platform, enabling you to maximize the value it brings to your business. Renewal Details: – Expiration Date: [Expiration Date] – Plan: [Plan Name] – Cost: [Renewal Cost] To renew your subscription, simply visit your Account Dashboard > Settings > Payment. If you have any questions or need assistance, reach out to our team at [contact information]. Thank you for choosing [Company Name]. We appreciate your continued support and look forward to serving you in the next subscription period. Best regards, [Your Name]

Fathom is an alternative to Google Analytics. Here’s the message they send when it’s time for your renewal.

8. Testimonial Request Email Template

Testimonial request email templates are a great way to gather positive feedback from your customers. These templates can be used to request testimonials from customers who have had a positive experience with your product or service.

When writing a testimonial request email template, it is important to be clear and concise. The email should include the following information:

The email should also be personalized to the customer. This means addressing the customer by name and mentioning something specific about their experience with your product or service.

Sure, here is a short testimonial request email template for a customer success team with an incentive:

Subject: Request for testimonial + 2 months of free Elite Plan Hi [Customer Name], I’ve been working with you for the past [X] months, and I’m so glad to see how much you’ve accomplished with [product name]. You’ve really taken to our product/service, and I’ve seen how it’s helped you overcome [mention customer’s pain point]. I would be honored to feature your testimonial on our website and in our marketing materials. Please let me know if you have any preferences regarding these. As a token of my appreciation, I’d like to offer you a 2-month free trial of our Elite Plan. This is our most premium plan, and it includes all of the features and benefits that we offer. I know that you’re already a satisfied customer, but I think you’ll really love the added benefits of the Elite Plan. Here are a few questions that would help me write your testimonial: 1. What were your goals before you started using our product/service? 2. How has our product/service helped you achieve your goals? 3. What are some specific examples of how our product/service has helped you? 4. What would you say to other potential customers who are considering using our product/service? I would also be happy to record a video testimonial with you if you prefer. Your testimonial would be greatly appreciated. Please let me know if you’re interested in providing one. Thank you for your time. Sincerely, [Your Name]

This email works because it is personalized, specific, and offers an incentive.

9. Customer Milestones Email Template

Customer milestones are an important opportunity for customer success teams to show their appreciation for customers and to celebrate their successes. By sending a personalized email to the customer, customer success teams can highlight the customer’s achievements and show how their product or service has helped them succeed.

Some examples of customer milestones that customer success can celebrate include:

Here’s a simple template you could use to congratulate your customer for their milestones.

Subject: Celebrating your 2023 Milestones with [Product Name] Hi [CustomerName] Congratulations on a remarkable milestone with [Product Name]! By leveraging our solutions, you saved [X] hours and increased efficiency by [X]% this year. Your achievements have inspired others in our community. As a token of our appreciation, we have upgraded your account to our premium package for [X] months free of charge. Enjoy the added features and resources to fuel your continued success. Thank you for trusting us on this journey. We look forward to celebrating future accomplishments together. Sincerely, [Your Name]

The Spotify Wrapped email campaign is a great example of how to celebrate customer milestones.

The campaign sends personalized emails to users highlighting their listening habits throughout the year. This is a great way to show appreciation for customers and celebrate their successes.

Here’s why this works

10. Subscription Cancellation Email Template

Subscription cancellation email templates are a great way for customer success teams to reach out to customers who have decided to cancel their subscription. These emails can be used to:

Here’s an email template you could use to let your customers know that their subscription has been canceled.

Subject: Confirmation: Your Subscription Has Been Cancelled Hi [Customer Name], I want to confirm that your subscription to [product or service] has been canceled. Your account will expire on [date]. I understand that you may have decided to cancel your subscription for a number of reasons. I would be grateful if you’d like to share your feedback with me. You can do so by replying to this email or by visiting our [feedback form]. In case you’ve changed your mind, you can always reactivate your subscription by visiting the “Payments” section of the “Accounts” tab in your profile or by contacting our customer support team at [mention support email]. I want to thank you for being a valued customer of [product or service]. We hope that you enjoyed using our product or service, and we wish you all the best in the future. Sincerely, [Your Name]

The Basecamp “Subscription Cancelled” email is an effective way to communicate with customers who have canceled their subscriptions.

11. Customer Referral Program email template

Customer referral programs or affiliate programs or can prove to be valuable to your customer success strategy.

Offering an affiliate program can incentivize your most loyal customers to continue spreading the word about your SaaS tool, and may even convince skeptical/non-buyers to continue exploring your tool. 

This win-win situation will also ensure that your customers have a longer lifetime value, as they explore different use cases of your tool. People in your affiliate program will also be actively involved in offering feedback and ways to improve your tool, creating a customer feedback cycle that allows you to align customer success with product development.  Here’s an example you can use to encourage your customers to refer your product to others.

Subject: Refer a friend and get a $50 voucher! Hi [Lead Name], We’re offering a $50 voucher for the first person who signs up for our product through your referral link, and a $100 voucher for each subsequent person who signs up. We know that word-of-mouth is one of the most powerful ways to grow our business, and we’re grateful for your help in spreading the word. If you know anyone who would benefit from using our product, please let them know about our referral program. They can simply click the link below to sign up: [Link] When they sign up, they’ll be able to enter your name as their referral source. We’ll then send you a $50 voucher for your next purchase. And if you continue to refer people, you’ll earn a $100 voucher for each subsequent person who signs up. If you have any questions or need further assistance, our dedicated customer support team is here to help. Feel free to reach out to us at [contact information]. Thank you for being a valued customer and for considering participating in our customer referral program. Best regards, [Your Name] [Your Title/Role] [Company Name] [Contact Information]

Ranktracker offers a very generous lifetime 20% affiliate commission and this is their email:

Additional resources you may like: 1. 10 Email Templates for your Customer Support team 2. Write Awesome Customer Service Emails: Best Practices + Templates 3. 7 Gmail Templates to Improve Customer Experience in 2023 4. 10 Live Chat templates for your Customer Support team

12. New feature email template

Users receive tons of emails every day. If you want to get customers excited about your latest feature, you need emails that successfully pique your customers’ interest and get them excited about what you’re offering.

While the general idea is to make the new feature email template a concise reflection of your brand and its offering, here are a few additional pointers to keep in mind:

Here’s a simple email template you could use to promote your new product/service.

Subject: Introducing [New Product/Feature] that solves [Painpoint] Dear [Recipient’s Name], I’m excited to announce the launch of our latest offering: [New Product/Feature] <add link to feature page/blog post>. Designed to [specific benefits], it is our answer to [customer pain points/challenges] and represents a significant milestone in our commitment to providing innovative solutions. Here’s how you’ll benefit with [New Product/Feature]: [Highlight Key Benefit 1] [Highlight Key Benefit 2] [Highlight Key Benefit 3] [New Product/Feature] is available on Pro and Elite plans. Click here <insert pricing page link> if you wish to upgrade and avail this feature. Feel free to reply to this email or reach out to support at <insert support team’s email> for any clarifications. I look forward to hearing from you soon! Thanks, [Your Name]

This email from Yoto is an excellent example of how to do a product feature launch right.

13. Win-back email template

Win-back emails let you re-engage with inactive contacts who have made purchases or signed up for your email list but have stopped opening your emails. They get people to interact with your emails and CTAs again, which, considering it’s five times more costly to get a new customer than to retain a loyal customer, is a significant advantage.

A great win-back email can work on its own, but we recommend building a strategically-timed sequence that includes targeted messages for best results.

Here’s a simple follow-up email template you could use.

Subject: [Your Product] is still here for you. Hi [Lead Name], I noticed that you stopped using [Your Product] after your free trial ended. Is there anything I could do to help you get back on track? Here’s a reminder of the great things [Your Product] can do for you: [Benefit 1] [Benefit 2] [Benefit 3] I’d be happy to set up a time to chat with you and answer any questions you have. Or, if you’d prefer, you can just reply to this email and let me know if I can help you sort out any challenges you may faced during the trial. Thanks, [Your Name]

Look at how Teespring absolutely nails win-back emails.

14. Webinar invite template

Sending out thoughtfully-crafted webinar invites will help you maximize attendees while simultaneously promoting your business and image authenticity. This strategy is both helpful for email marketing as well as customer success.

When drafting a webinar invite, ensure it answers the classic Ws and H (Who, What, When, Why, and How). This includes:

Here’s a simple template you could use to invite users and leads to your webinar.

Subject: Join Our Exclusive Webinar: [Webinar Title] Dear [Recipient’s Name], We are excited to invite you to an exclusive webinar hosted by [Company Name]. This is a valuable opportunity to gain insights and expand your knowledge on [topic of the webinar]. Title: [Webinar Title] Date: [Webinar Date] Time: [Webinar Time] Duration: [Webinar Duration] Registration Link: [Webinar Registration Link] Add to Your Calendar: Gmail | Outlook | iCal You will learn valuable strategies, best practices, and practical tips to achieve [desired outcomes or goals]. These include: [Key takeaway 1] [Key takeaway 2] [Key takeaway 3] This interactive session will also include a live Q&A segment where you can directly ask our experts any questions you may have. Should you have any questions or need further information, please feel free to reach out to us at [contact information]. See you at the webinar! Best regards, [Your Name] [Your Title/Role] [Company Name] [Contact Information]

Take some pointers from this webinar invite from Teachable.

15. Book a Call Email Template

SaaS businesses use these emails with the intention of converting non-paying customers to paying ones. Successful book-a-call templates usually play on high personalization and humanization of the brand. It’s important to have this email written on behalf of a direct representative, for example from your customer success managers or a subject matter expert. 

Of course, you need to also add a clear CTA that links directly to a booking page so that it’s easy for customers to get the support they need. Here’s a call-scheduling email template that you can use:

Subject: Let’s Set Up a Call to Discuss Your Needs Hi [Lead Name], My name is [Your Name] and I’m a [Your Title] at [Your Company]. I’m reaching out because I was interested in learning more about your business and how we can help you achieve your goals. I saw that you downloaded our [Product Name] ebook, and I wanted to see if you’d be interested in setting up a call to discuss your needs in more detail. During our call, we can talk about: 1. Your business goals 2. The challenges you’re facing 3. How our products and services can help you overcome those challenges I’m available to chat on [Date] at [Time] or [Date] at [Time]. Please let me know if either of those times work for you. If not, feel free to block my calendar on Calendly. I’m happy to work around your schedule. I look forward to hearing from you soon. Thanks, [Your Name]

Take this email from Shipyard.

16. Promotional email template

Brands have the superpower to create a sense of suspense and intrigue whenever a new product or service is just about to be launched.

You can always announce such launches, run a good advertising campaign for them, and finally, as soon as the intrigue reaches its peak, send out effective emails announcing the come out of the promised product or service.

Subject: Black Friday Sale: Save 50% on Your First Year with [Product Name]! Hi [Lead Name], Black Friday is just around the corner, and we’re excited to offer you a special deal on [Your Product]. For a limited time, you can save 50% on your first year of subscription. This is a great opportunity to try our product and get a practical experience of how it can help you optimize your [insert customer use-case]. Your Product] will help you: [Benefit 1] [Benefit 2] [Benefit 3] To learn more about our Black Friday sale, simply click the link below: [Link] You can avail this offer till [Insert Date and Time] Feel free to reply to this email or reach out to the 24×7 support team at [Insert Support Team email] for any queries. Thanks, [Your Name]

This strategy is also perfectly integrated into one of the most popular streaming services – Netflix’s email marketing. A seemingly casual, simple promotional email has an attachment of a poster of the TV series, the second season of which was eagerly awaited by thousands of people.

17. Follow-up email template

Did you know follow-up emails typically get a better response rate than the first email? But this only works when you have a good follow-up email template.

A good rule of thumb is to lead with value. Inform customers how your business can help them and improve their existing routine. Speeding things up, automating processes and tasks, and giving free limited-time access to your product are common value-driven benefits.

Here’s a simple Follow-up email template you could use.

Subject: Just checking in I’m writing to you today to follow up on our conversation from [date/day]. I wanted to see if you had any further questions about [product or service]. I’m also happy to answer any questions you may have about our pricing or how our product can help you achieve your goals. If you’re ready to get started, I’d be happy to set up a time to demo our product. Alternatively, if you’re not quite ready to move forward, that’s okay too. I’d just like to keep you updated on our product and see if there’s anything else I can do to help. Thanks, [Your Name]

Another approach to customer follow-up is giving users a gentle reminder about what they can do with your product à la Miro.

Level up your customer success emails with Hiver

Sending well-timed, thoughtful, and engaging customer success emails is a tried-and-tested way to make customers feel respected and cared for. Not only does it help you win their trust, but it also paves the way for building long-term relationships with your customers that will ultimately improve your business’s bottom line.

Hiver allows you to craft personalized emails and save them as templates with a single click. You can organize different email templates into folders and easily share them with your team. What’s more, you can make your emails visually appealing by embedding relevant images into your email templates. And without having to write a single line of code! Hiver’s email templates are a great way to save repetitive work, improve turnaround time, and elevate your customer success emails.

Deliver stellar customer support right from Gmail

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Hiver has come along as a trustworthy, discerning, and dependable sidekick that has helped us manage our emails better and faster.

Hiver is extremely easy to use. We were able to hit the ground running right from day one. Plus, their customer service is fantastic!

We're 100% Gmail. Working on customer queries from Gmail was exactly what we needed. Moreover, moving to Hiver was a painless affair.

Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

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This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

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My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

4. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

8 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

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I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

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Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

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Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

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I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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9 Great Email Marketing Case Studies (and Counting)

• News and Updates Updated August 2020 Posted: August 2015

On this page

Transparency is hot right now, but not in email marketing.

You can see how many Twitter followers a brand has. Lots of businesses blog about their audience growth. And some newsletters share their subscriber count as social proof .

But no one talks about open and click rates, ROI or impact on the bottom line. It’s taboo in the email world.

That makes it really hard to find email marketing case studies. If you want inspiration for your own campaigns, there aren’t many options. You can:

• Read blogs like this one 🙂
• Dive into ReallyGoodEmails.com
• Sign up for newsletters and products to receive their emails

Other than that, all you can do is test your assumptions relentlessly.

We’d like to make it a little easier to read stories about great email campaigns so we collected some of our favorites. Here is the criteria for the case studies we included:

• They are real case studies, not a best practices pieces.
• They include quotes or data from the campaign creators.

That sounds simple until you start exploring the web for stories that meet those two rules. We’d like to add to this list so if you know of a great email story, let us know in the comments.

Together, these posts are long enough to be a book. So we turned them into one.

Download an .epub file

What Startups Can Learn from Watsi’s Wildly Successful Email Campaign

Read it | Share it | Save it

This story is too nuanced to accurately summarize but here’s a primer.

Watsi is the first non-profit to be part of Y Combinator. They crowdsource healthcare funding for people all over the world. To drive recurring revenue, they broke out their monthly donation feature into its own product and launched it separately.

They used email to source early feedback, used social proof to create buzz and built a personalized newsletter to keep users informed about their donations.

Here’s a snippet from this post:

Part of showing people what they’re getting is investing in communications where you aren’t asking for anything. Instead, you’re thanking people for their business or their participation. You’re acknowledging your end of the deal where you’re committed to delighting and surprising them. This is something that for-profit startups tend to neglect – the importance of not just sending a receipt for a purchase, but honing that interaction to make customers feel something more.

Email marketing is isn’t a channel – it’s one layer of a customer-centric company. This case study reveals how complex (and truly valuable) it is to use email to grow a business.

Building a Newsletter Welcome Series from Scratch

Help Scout’s signature flair is purpose .

As they considered how to welcome to new subscribers – and there are more than 51,000 – they knew that aligning business goals with a great experience was key. They pulled it off by ensuring each email sought to achieve a single, measurable goal.

Each of the five emails in the sequence is explained in detail, including the intended purpose and suggestions based on their own learnings.

How The Skimm’s passionate readership helped its newsletter grow to 1.5 million subscribers

Building a profitable business with email is very different than using email to build a profitable business.

Watsi, for example, uses email to support their product. In The Skimm’s case, the email is the product. When newsletters become a business, it’s worth paying careful attention to their strategy. (We detailed an example of this in our Death to the Stock Photo case study .)

The Skimm’s email newsletter reaches 1.5 million daily. That growth has been fueled by an intense understanding of their target reader and an community that is eager to help. There are more than 6,000 “ Skimm’bassadors ” actively spreading the word about this business.

There’s a lot to learn here but if you take just one lesson, let it be this:

The Skimm focuses on women ages 22-34 in big cities throughout the country. They are busy, they’re on the go. It’s a professional audience. And we looked at what they do first thing in the morning. Your alarm goes off, you grab your phone, and you read emails from friends and family first. It really made sense to us to introduce a product that fit in with that routine. And email is very much in the routines of the demo that we’re going after.

There’s no need to reinvent the wheel. Meet your target audience where they’re already active.

How to Gather 100,000 Emails in One Week

I hope you’re noticing a trend in these case studies: Pulling off a wildly successful email campaign isn’t easy.

Even when the goals are simple, the logistics tend to get messy. The smartest companies dig in anyway.

In Harry’s case, they used a landing page to gather 100,000 emails in the week leading up their launch. As a shaving company, they are competing against institutions like Gillette. The only way to outsell them is to out-maneuver them.

Harry’s drove traffic to a landing page, asked for a signup, then used a referral mechanism to incentivize people to share the product. Those who referred friends earned free products. They gave away a ton of free razors that week but it cost way less than broadcasting the upcoming launch on traditional advertising channels.

This post gets into the nitty gritty of driving the traffic, managing the flood of interest and actually delivering the free products.

The Art and Science of Turning Free Trials Into Happy Customers

If you’re a small startup, you’ll be able to relate to this story.

Alex Smith runs marketing at ContactMonkey . As a growing company with a small team, it became too difficult to onboard new customers one at a time. So Alex created a series of events in the application that trigger emails or pause existing campaigns.

The result was not only happier customers, but faster growth. Once the triggers were in place, ContactMonkey was able to guarantee that each customer received the right messaging at the right time.

This post shares the exact emails and triggers ContactMonkey uses to onboarding their users, along with some ideas for blurring the lines between CRM and email marketing.

The Science Behind Those Obama Campaign E-Mails

I think this line will pique your interest about Obama’s last campaign: “Most of the $690 million Obama raised online came from fundraising e-mails.”

The Obama campaign famously used a casual, conversational in tone in the email subject lines. The most famous subject line was simply “Hey.” Another – “I will be outspent” – raised $2.6 million on its own.

Source: Slideshare

This didn’t happen by accident. The folks behind the campaigns tested incessantly, sometimes playing with a dozen or more variations on a single email. Here’s one of the most interesting findings revealed by digital analytics directo Amelia Showalter:

…these triumphs were fleeting. There was no such thing as the perfect e-mail; every breakthrough had a shelf life. “Eventually the novelty wore off, and we had to go back and retest,” says Showalter.

They bottled lightening over and over through rigorous testing and exceptional copywriting. The viral effect was manufactured, not serendipitous.

What We Learned From A Week Of Prototyping A Newsletter In Public

When Buzzfeed began developing a daily email newsletter, the editors turned to Facebook for feedback. They shared their prototypes ( here’s an example ) with their own friends. They made each iteration of the newsletter public to ensure they could patch any holes before launch.

Interestingly, editor Millie Tran said the most useful part of this exercise was the intense focus on the product/market fit:

The most valuable thing about this exercise was that it allowed us to avoid getting too emotionally attached to any one idea early on and to keep tweaking and adjusting the product to be better.

As we’ve written before, email is an extension of your product and should be treated with the appropriate care.

Buzzfeed also wrote a follow-up to this post about using email to test early versions of their mobile app.

Learning vs. Selling

This is a personal story based on my experience here at Vero. Last year, we created 14-step campaign to welcome new subscribers to the blog. The open rates were decent and we heard some positive feedback from customers about the campaign.

Then we nuked it.

Because it a) wasn’t helping us convert readers into customers and b) it wasn’t helping us learn about our readers. We replaced the entire campaign with a single email.

Tons of people replied and we’ve been able to shape our content and emails to match our readers’ challenges and needs. The lesson is here to create opportunities to learn before you try to sell your product.

The Most Successful E-mail I Ever Wrote

A single email can change a business.

Derek Sivers, founder of CD Baby, realized this after he created this masterpiece of a shipping confirmation email :

Source: Smashing Magazine

The email went viral. At the time, no one put any effort into their transactional emails . The personal touch resonated with a lot of people.

That one silly e-mail, sent out with every order, has been so loved that if you search Google for “private CD Baby jet” you’ll get over 20,000 results. Each one is somebody who got the e-mail and loved it enough to post on their website and tell all their friends. That one goofy e-mail created thousands of new customers.

Simon Schmid calls this finesse the “personality layer.” Here are a number of other examples.

A few more case studies from the Vero archives:

• TripAdvisor’s Unfair Email Marketing Advantage
• How Amazon Dominates E-Commerce with Email
• How Death to the Stock Photo Built a Profitable Business with Email
• Why Product Hunt’s Emails Are So Addictive
• Evernote’s Simple But Useful Onboarding Emails

And here’s a few suggestions from readers:

• How The New York Times gets a 70 percent open rate on its newsletters

Want to send more personalized mobile and email messages to your users?

Customer story.

How UNO uses email marketing from the data warehouse to deliver personalized mortgage broking

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27 Case Study Examples Every Marketer Should See

Published: July 22, 2024

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, I’ll go over the definition of a case study and the best examples to inspire you.

Table of Contents

What is a case study?

Marketing case study examples, digital marketing case study examples.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.

This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.

A great case study also has research and stats to back up points made about a project's results.

There are several ways to use case studies in your marketing strategy.

From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.

Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.

In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

How to Write a Case Study: Bookmarkable Guide & Template

7 Pieces of Content Your Audience Really Wants to See [New Data]

How to Market an Ebook: 21 Ways to Promote Your Content Offers

How to Write a Listicle [+ Examples and Ideas]

What Is a White Paper? [FAQs]

What is an Advertorial? 8 Examples to Help You Write One

How to Create Marketing Offers That Don't Fall Flat

20 Creative Ways To Repurpose Content

16 Important Ways to Use Case Studies in Your Marketing

11 Ways to Make Your Blog Post Interactive

Showcase your company's success using these free case study templates.

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Case study request email templates

Case studies are a critical part of most B2B marketing strategies. They give you a chance to show your potential customers real-life examples of how your product was able to satisfy other customer’s needs, solve their problems, and ultimately help them achieve their business goals. Case studies go a long way in earning your prospects’ trust and validating that your product or service actually works. The following article outlines why case studies are an essential content marketing tool and provides helpful case study request email templates along with the basic case study interview questions to help you acquire case studies and success stories from your customers. With these resources and using case study templates , you can craft the perfect case study examples to get the most out of the customers’ experience.

Why use case studies in your marketing strategy?

Client case study request email templates, the formal case study request email, the casual case study request email, case study request email following a positive customer experience, case study request email following a customer’s feedback, case study request email after reaching a milestone, end-of-year case study request email, follow-up email after a customer has agreed to be featured in a case study, business case study interview questions to ask your customers, case study interview questions about their environment before purchasing your product, case study interview questions about their decision-making process, case study interview questions about their experience using your product, case study interview questions about their results with your product, frequently asked questions, what should you definitely include in a case study, what is the purpose of case study emails, how do you promote a case study.

Email still remains one of the major customer service channels for a huge number of consumers. Check out our free customer service templates.

Personalization is crucial for the future of marketing. Tailored content and emails to specific segments can improve customer experience and loyalty. Backlinks and consistent design are also important for brand visibility.

The article discusses the importance of email in sales and marketing with a potential return on investment of up to 4400%. Ready-made email templates for different occasions like sales introduction, prospect follow-up, loyalty programs, and customer birthday offer emails are featured. Reminder email templates for trial expiration, renewing subscription, and overdue payments are also discussed. Survey email templates, including tips for gaining customer feedback, and examples of bad email practices with tips for writing effective business emails are included as well.

Learn how to effectively promote your customer portal with invitation emails. Examples and templates included for maximum impact. Promote, encourage, and inform clients about the benefits of joining your customer portal through visually appealing invitation emails.

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Case Study Cold Email Template: Examples, Best Practices, and Tips

Eduard Dziak

• August 16, 2024
• Cold Email , Cold Email Templates

The case study cold email template is a powerful outreach tool that leverages social proof to grab recipients’ attention.

This blog post will cover how to effectively use case studies in cold emails to showcase client success stories, build credibility, and get prospects interested in learning more about your offerings. You’ll learn best practices for structuring case study emails and see examples of how they can boost response rates.

What is a Case Study Cold Email Template?

A case study cold email uses an existing client success story or case study as social proof to showcase how your product or service solved a problem for a customer. The main components of a case study cold email template include:

• A brief intro paragraph explaining why you’re reaching out with a case study.
• A 1-2 sentence summary of the client’s problem/situation.
• An overview of how your product or service solved their problem and the benefits/results achieved.
• 1-2 quotes from the client highlighting your value add.
• A call-to-action to schedule a meeting to discuss their needs.

Case study emails work well to grab the attention of prospective customers, establish credibility through social proof, and position your solution as the answer to their needs. They are commonly used for new prospect outreach and can be adapted for various industries and use cases.

Why Use the Case Study Cold Email Template?

Case study emails have proven to be one of the most effective cold email templates for a few key reasons:

• Social Proof: Case studies act as social proof that you’ve helped other customers and can provide value. This builds trust and credibility.
• Relevance: Quality case studies highlight real customer needs and how you solved them. This shows prospects you understand and can address their pain points.
• Positioning: Case studies position your product/service as the solution to prospects’ problems. This primes them to think of you as the answer.
• Engagement: Compelling stories grab attention better than generic product pitches. Case studies bring emails to life.
• Calls to Action: Client quotes and results make logical leads into the next steps like scheduling a demo. Smooth cold email CTA transitions.

With the right case study, this template can significantly boost open and response rates. It’s an effective way to connect with prospects.

When to Use Case Study Cold Email Template?

The case study template works best once you’ve established some rapport with prospects. Using it too early can come across as presumptuous before understanding their needs. But it’s also not just for late-stage nurturing.

• For first contact, focus on a short introduction and value proposition. Build intrigue.
• In follow-ups, summarize previous conversations and transition into the case study as a relevant example based on their needs.
• When prospects go dark, re-engage them with a case study demonstrating results in their industry/role. Pique their interest.
• To educate and nurture, share case studies with similar pain points/goals to what they described. Stay top of mind.
• In promotions or announcements, a case study can lend credibility and showcase value.

The key is relevance and timing. Case studies should support your messaging, not detract. Place them thoughtfully within sequences for maximum impact.

Examples of Case Study Cold Email Template

Case study emails are proven to boost response rates, but their impact depends on thoughtful placement within outreach sequences.

This section will explore the strategic timing of case study templates to maximize their effectiveness at different stages. Understanding when to deploy these powerful stories is key.

With that here are 5 example case study cold email templates with explanations:

Example 1: Introductory Case Study

Subject: How we helped [Company] increase sales

Hi [First Name], I wanted to share an example of how we’ve helped companies like yours drive growth. We recently worked with [Company], who was struggling to boost sales for [product/service]. By implementing our [solution], they were able to increase sales by 30% in just 6 months. [Company exec] even said “Quote highlighting value add.” I’d love to schedule a quick call to discuss if we could help you achieve similar results. Let me know if you have some time on [Date] or [Date]. Thanks, [Your name]

This introduces the case study in a compelling way and includes a strong call to action. The quote and metrics make the results tangible.

Example 2: Industry-Specific Case Study

Subject: Helped [Company] reduce operational costs

Hi [First name], Given your role at [Company], I thought you’d be interested in a recent success story. [Client] struggled with high operational costs and inefficient processes. Using our [solution], they reduced costs by 20% through [explain how]. “[Client quote]” I know cost reduction is a priority for manufacturing. I’d love to show how we can help cut costs for your facilities. Are you free for a quick call on [Date] at [Time]? Looking forward to connecting. Regards, [Your name]

Tailoring the case study to their industry makes it highly relevant. The quote contextualizes the value.

Example 3: Problem-Solution Case Study

Subject: Reduced churn rates for SaaS companies

Hi [First name], Retaining users is critical for SaaS companies like [Company]. We helped [Client] reduce churn by 10% last quarter by providing [explain solution and how it impacted churn]. “[Client testimonial]” I’d love to show you how we can help [Company] retain more users. Does [Date/time] or [date/time] work for a quick call? Thanks, [Your name]

Focused on a common SaaS challenge makes this resonate. The solution and quote showcase the ability to help.

Example 4: Follow-up Case Study

Subject: Following up re [Service]

Hi [First name], It was great learning about [Company’s] goals earlier. To give you an idea of how we can help, here’s an example… [Client] struggled with [problem] which impacted [metrics]. Using [service], they achieved [results] and “[quote].” Let me know if you’d like to see a custom plan for [Company] based on your unique needs. I’m available on [date/time]. Looking forward to next steps, [Your name]

Good for following up by tying the case study to previous conversations about their needs. The custom plan offers is strong CTA.

Example 5: Promotional Case Study

Subject: Announcing [new feature]

Hi [First name], We’re excited to announce the launch of [new feature]! To showcase the value, here’s how it impacted [Company]: [Explain how new feature helped client get results]. “[Client quote praising the feature.” We think [new feature] could significantly benefit your team at [Company]. Get a personalized demo at [link] or let me know if you have any questions! Thanks, [Your name]

Uses a case study to lend credibility to a new feature announcement. The client quote highlights real value. Strong CTAs.

How ProfitOutreach Improves Case Study Cold Email Template

ProfitOutreach significantly enhances the personalization and efficiency of case study cold email templates through its comprehensive features and functionalities.

Below is a detailed explanation of how ProfitOutreach achieves this:

High-Level Personalization:

• Data-Driven Personalization: ProfitOutreach leverages various data points from LinkedIn profiles, company pages, and websites to create highly personalized cold email sequences . Users can input data about the prospect’s LinkedIn profile, company profile, and website, which the system uses to tailor the message to the prospect’s background and interests.
• Customizable Email Sequences: Users have the option to choose between preset sequences for beginners or custom sequences for more advanced users. In the case of a case study cold email template, users can select the “Case Study” email template and provide additional information such as links to the case study, ensuring that the email is highly relevant and personalized to the prospect.
• Tone and Content Customization: Users can select the tone of the email (e.g., formal, casual, friendly) and decide on the number of emails in the sequence. This ensures that the communication style aligns with the prospect’s preferences and industry norms.
• Offer-Based Personalization: With the “My Offers” feature, users can create detailed offers including value propositions, benefits, and calls to action. This information is then used to personalize the outreach messages, making them more compelling and relevant to the prospect.

Efficiency Gains:

• Automated Sequence Generation: ProfitOutreach automates the process of creating email sequences, saving users a significant amount of time. The system uses the ChatGPT API to analyze the provided information and generate a personalized email sequence.
• Easy Template Management: Users can easily edit emails, replace templates, and remove emails from the sequence. This allows for quick adaptations and ensures that the sequence remains relevant and effective over time.
• Centralized Prospect Management: The “My Prospects Profiles” feature serves as a central hub for managing LinkedIn messages and cold email outreach sequences for each prospect. This ensures that all information and past interactions are easily accessible, streamlining the outreach process.
• Prebuilt Sequences and Templates: ProfitOutreach provides prebuilt sequences and templates for various outreach objectives, including case study promotion. This allows users to quickly select and deploy effective outreach strategies without starting from scratch.

Improved Results:

• Higher Engagement Rates: By providing highly personalized and relevant content, ProfitOutreach helps increase the engagement rates of cold emails. Prospects are more likely to respond positively to messages that are tailored to their needs and interests.
• Better Conversion Rates: The use of detailed offers and clear calls to action in the outreach messages contributes to higher conversion rates. Prospects are more likely to take the desired action when they see the clear value and relevance of the offer.
• Stronger Relationships: The ability to personalize messages and follow up effectively helps build stronger relationships with prospects. Over time, this can lead to increased trust and more successful outreach campaigns.
• Time and Resource Optimization: By automating and streamlining the outreach process, ProfitOutreach allows users to optimize their time and resources, focusing on the most promising prospects and strategies.

In conclusion, ProfitOutreach provides a comprehensive suite of features that enable high-level personalization, efficiency gains, and improved results in case study cold email templates. Users can leverage data-driven insights, customizable sequences, and automated processes to enhance their outreach efforts and build stronger relationships with prospects.

Best Practices for Case Study Cold Email Template

Utilizing case studies in your cold email outreach can be a powerful strategy to demonstrate the tangible benefits of your product or service. Below are best practices and common pitfalls to consider:

Best Practices:

• Relevance is Key: Ensure that the case study you are sharing is highly relevant to the recipient’s industry, company size, or specific challenges. This shows that you’ve done your homework and understand their needs.
• Personalize Your Message: Go beyond using the recipient’s name. Reference specific details about their company, role, or industry to show that the email isn’t a generic blast.
• Compelling Subject Line: Your cold email subject line should grab attention and make it clear that opening the email will provide value. For example, “See How [Similar Company] Overcame [Specific Challenge]”.
• Start with a Bang: Your opening line should be strong and get straight to the point. Highlight a common problem that the recipient can relate to, which your case study addresses.
• Showcase Tangible Results: Clearly articulate the results achieved in the case study. Use specific numbers and statistics to back up your claims.
• Keep it Concise: Respect the recipient’s time. Be concise and get to the point quickly, while still providing enough context to make the case study compelling.
• Include a Clear Call to Action: What do you want the recipient to do after reading your email? Whether it’s to download the full case study, schedule a call, or simply reply to your email, make this clear.
• Follow Best Email Practices: Ensure your email is mobile-friendly, and avoid using too many images or attachments that might get caught in spam filters.
• Provide a Way to Opt-Out: Make sure you are complying with email regulations by providing a clear way for recipients to opt-out of future communications.
• Test and Optimize: A/B test different elements of your email to see what resonates best with your audience. This could include testing different subject lines, email copy, or calls to action.

Common Pitfalls to Avoid:

• Sending the Same Email to Everyone: Avoid sending the same email to your entire list. Segment your audience and tailor your message to each segment.
• Ignoring the Follow-Up: Don’t just send one email and forget about it. Have a follow-up strategy in place to stay top of mind with your prospects.
• Focusing Too Much on Your Company: Make sure your email focuses on the recipient and the value they will get from the case study, rather than just talking about how great your company is.
• Using Jargon or Complex Language: Keep your language simple and easy to understand. Avoid industry jargon unless you are certain the recipient will understand it.
• Being Too Salesy: While your ultimate goal might be to make a sale, your email should focus on providing value and building a relationship, rather than pushing for a sale.
• Neglecting the Design: A poorly designed email can be off-putting. Make sure your email is visually appealing and easy to read.
• Not Tracking Results: Make sure you are tracking the results of your email campaign so you can understand what’s working and what isn’t, and adjust your strategy accordingly.

By following these best practices and avoiding common pitfalls, you can create effective case study cold emails that resonate with your audience, build credibility, and ultimately drive results for your business.

The case study cold email template leverages client success stories to grab attention and establish credibility. When used strategically within sequenced outreach, it can significantly boost engagement.

This post covered best practices from ideal timing to follow-up advice. Try out ProfitOutreach’s AI-powered platform to take your case study emails to the next level through data-driven personalization and results-focused sequences.

Frequently Asked Questions (FAQs) About Case Study Cold Email Template

In this section, we’re going to answer the following questions about the case study cold email template:

How often should I use a case study in my cold email campaigns?

Answer: The frequency of using a case study in your cold email campaigns depends on your industry, target audience, and the variety of content you have available. However, it’s crucial to ensure that each case study is highly relevant and adds value to the recipient. A good practice is to rotate between different types of content and offers in your outreach efforts.

Can I customize the case study cold email template for different industries?

Answer: Absolutely! In fact, customization is key to the success of your campaign. Tailor the content to address the specific challenges, needs, and interests of each industry you are targeting. Highlight relevant results from the case study that would be most compelling to recipients in that particular industry.

Is it necessary to include the full case study in the email?

Answer: No, it’s not necessary to include the full case study in the email. Instead, provide a compelling summary that highlights the main results and benefits, and include a link to the full case study for those interested in reading more. This keeps your email concise while still providing value.

How do I measure the success of my case study cold email campaign?

Answer: Measure success by tracking key metrics such as open rates, click-through rates, reply rates, and conversion rates. Additionally, monitor any subsequent engagement with your brand, such as downloads of the full case study, requests for more information, or direct inquiries about your products or services.

Can I use the case study cold email template for follow-up emails?

Answer: Yes, the case study cold email template can be adapted for follow-up emails. Use the follow-up to address any potential questions the recipient might have, provide additional value, and reiterate the call to action. Ensure that each follow-up adds value and maintains relevance to the recipient.

How do I ensure my case study cold email doesn’t end up in the spam folder?

Answer: To avoid the spam folder, ensure your email list is clean and up-to-date, personalize your emails, avoid using spam trigger words, and comply with email regulations by including an opt-out option. Additionally, ensure your email server has a good sender reputation. (Learn more about cold email vs spam email )

What should I do if I don’t receive a response to my case study cold email?

Answer: If you don’t receive a response, wait a few days and send a follow-up email. Ensure your follow-up adds value and addresses any potential objections the recipient might have. If after several follow-ups there is still no response, it might be time to move on and focus on other prospects.

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Customer Service & Live Chat Templates

• Case study example emails

Elements of a powerful case study email

Case study email example, case study email subject lines, significance of case study emails, ways to use case studies, case study example emails.

Case study emails are a type of marketing email that tells a specific success story about how a company or person used a particular product or service to solve a problem or achieve a goal. They typically include measurable results and customer testimonials in addition to a brief overview of the circumstance, the difficulties encountered, and the solution implemented.

Because they provide real-world examples of how a product or service can address specific pain points, case study emails are effective at establishing credibility and trust with potential customers. Additionally, they demonstrate industry expertise and the capacity to produce measurable outcomes. When creating an email for a case study, it’s critical to emphasize the customer’s experience and clearly communicate the solution’s advantages. The success story can also be more effectively communicated by including relevant visuals like graphs and charts.

Keep it concise: Your email should be short and to the point. Start with a compelling subject line that highlights the key benefit of the case study, and include a brief introduction that explains what the case study is about.

Attention-grabbing headline: The headline of your case study should be attention-grabbing and highlight the main benefit or outcome achieved by your customer.

Narrate your story: People are more likely to remember a story than a list of facts. Use the case study to tell a compelling story about how your product or service helped solve a specific problem or achieve a specific goal.

Customer-centric email: The case study should be about the customer, not your product or service. Use quotes from the customer to demonstrate how they benefited from working with you.

Use visuals: Include images or graphics to break up the text and make the case study more engaging. This could include photos of the customer, screenshots of your product, or infographics.

Easy to read: Use short paragraphs, subheadings, and bullet points to make the case study easy to scan and read quickly.

Include CTA: The end of your case study email should include a clear call to action, such as a link to learn more about your product or service, or an invitation to schedule a demo.

Personalization: If possible, personalize the email by addressing the recipient by name and including any relevant information about their business or industry.

Optimization: Test different subject lines, headlines, and content to see what resonates best with your audience. Use this data to optimize future case study emails.

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1. Success stories of clients

Dear [recipient’s name]

We are excited to share with you the success story of one of our clients. Our client [Company Name] faced a significant challenge and partnered with us to find a solution. Through a collaborative effort, we were able to achieve [result].

We believe that this case study will be useful for you as it demonstrates our expertise and the value we provide to our clients. Please find the attached case study to learn more about the challenges our client faced, the solution we provided, and the measurable results.

If you have any questions or would like to discuss how we can help your business, please don’t hesitate to contact us.

Thank you for your time and consideration

Best regards

[your name]

2. Positive feedback

Dear [name]

I recently saw your positive feedback for our [product/service] on our [platform] and I’m glad that we’ve been of some help to you. Your so sweet feedback really made our day!

But this email has been sent to you for asking a favor from you. We’re building a case study library and we thought your story will lighten up the library. You are our valued customer and we value your feedback.

If you could help us out by sharing your success story of using [product/service] with us, it would be greatly appreciated.

Feel free to contact us if you need any further assistance. Also, it’s not mandatory to share the feedback, it’s up to your choice.

Thanks for giving us your valuable time.

Kind regards

[signature]

3. Retry product/service

Hello [recipient’s name]

Congratulations on your purchase for [product/service] bought from [brand]. We hope you are liking it and using it well.

For the past few months, many users have shared their positive feedback with us regarding the same product you purchased. That’s why we’re sharing a case study with you prepared by us to show you how effectively you can use [product/service].

Also, this case study has been prepared by honest reviews from our verified buyers which are a social proof of how [product/service] has helped people overcome their problems. The case study will clear all your doubts and prevent you from searching a lot of stuff online.

If you have any queries we’re happy to help.

4. Requesting participation from a client

We hope you’re happy about the success of our recent cooperation on [project] together.

As per our analysis, our [product/service] helped you to:

Achievement 1

Achievement 2

Achievement 3

Therefore, we are sharing a case study with you of our work altogether. It will give you an insight on our previous work.

Please let us know if you agree or if you need more information.

Best wishes

5. End-of-your-case study request email

The 20xx year is about to end but ending with new beginnings. Therefore, we thank you for your support and for being with us this year. We are happy that you received fantastic results from our [product/service] this year. So, we wanted to know if you’d be interested to get featured for one of our case studies which are to be published on our website.

As you are our loyal customer, it would be great if you’ll share your experiences with our other customers. Your expert advice will help them understand [product/service] better.

Looking forward to hearing from you.

How we increased sales by 50%: A case study

How our marketing strategy lead to a 200% ROI

How we improved customer satisfaction by 30%

Case study: How we reduced churn rate by 40% in 3 months

How our company grew by 300%: A case study

How we achieved a 95% open rate with email marketing?

Our SEO strategy led to a 50% increase in organic traffic

Case study: How we cut costs by 25%

How we increased the conversion rate by 80%

Case study: We successfully launched a new product in a competitive market

Builds credibility and trust: When potential customers see that others have successfully used your product or service, they are more likely to trust your brand and believe that your product or service can help them as well.

Provides social proof: Case studies provide social proof that your product or service has worked for others, making it more appealing to potential customers who may be on the fence about whether to make a purchase.

Demonstrates real-world applications: Case studies offer concrete examples of how your product or service can be used to solve real-world problems, making it easier for potential customers to understand how your product or service could benefit them.

Shows value proposition: Case studies often highlight the unique features and benefits of your product or service, making it easier for potential customers to see the value proposition of your offering.

Marketing/Sales asset: Case studies are a representation of successful stories from your customers which acts as a positive review book for new customers. It contains all the information in detail about the [product/service] which leaves new customers with zero doubts and helps compare with your competitors.

On the website: Use the case study on your website as a separate webpage especially dedicated to the case study. This will help your customers directly jump to the success stories to see how your [product/service] helped previous customers.

Implement slide CTAs: Implementing slide-in CTAs works super effectively for businesses unmaking conversions. But you don’t have to include too many CTAs, instead, use small pop-ups which convey your message or disturb the customer while going through the case study.

Use on landing pages: Your case study consists of many customer quotes which can be used on landing pages as they will have a positive impact on customers who are considering buying your products/services.

Create social media posts: Creating and promoting content on social media has shown effective results for various businesses. It is very useful for customers who are new to your business.

28 Email Examples to Inspire Your Email Marketing Strategy [CASE STUDY]

• October 27, 2022

Email examples are all over the web, and it’s no secret that a comprehensive  email marketing strategy  can significantly impact your online business.

But as your shoppers are inundated with numerous emails daily, you’ve got to make your messages stand out. After all, around  200 billion emails  are sent and received every single day!

To help you out, we’ve compiled 28 inspiring email examples that cover each part of the sales funnel from the moment a shopper opts in all the way through to post-sale.

We’ve collected email examples that span the entire online sales process including examples of:

• Welcome series
• Browse abandonment campaigns
• Cart abandonment campaigns
• Transactional (order confirmation) emails
• Post-purchase campaigns
• Retention campaigns
• Newsletters and promotions

Use the sales funnel to the left to navigate through each campaign type and view these inspiring email examples and our pro critiques to help implement your next email marketing campaign.

Welcome Email Series Examples

You successfully convinced your shoppers to subscribe to your email list. Now what? The  Welcome Email  is the perfect message to introduce new opt-ins to your brand, build loyalty from the get-go, and encourage a quick first purchase.

According to this infographic from SmartInsights, Welcome Emails can generate 320% more revenue than regular promotional emails in addition to achieving impressive open, click-through, and conversion rates.

Enjoying this content? Join the other 5,473 eCommerce business owners.

Fab – Highlight Your App

Email Example Critique: Fab does a great job highlighting perks such as free shipping and returns in addition to making it easy for new subscribers to set their email preferences off the bat. Showcasing the Fab app makes it easy for shoppers to download Fab for their smartphones, building continuity and cross-device engagement.

Related:   The Anatomy of a Perfect Welcome Email

Karen Millen – Boost Your Brand

Email Example Critique: This welcome email from British designer Karen Millen has nice imagery and branding. The only question is, is it enough to encourage shoppers to make that first purchase?

Target – Push Your Discount Program

Email Example Critique: It’s no secret that Target has always done a fantastic job at branding. In this welcome email, the focus is on value and discounts positioning the REDcard front and center which boasts free shipping and 5% off every purchase in addition to clearance items promoted directly below.

Michael’s – Display Your Discounts Smartly

Email Example Critique: This welcome email makes a nice attempt to let new subscribers know what they can expect to see in their inbox, however placing the discount below the fold may not be the best use of email real estate.

Welcome Email Key Takeaways

• 74.4% of shoppers expect to receive a welcome email when they subscribe. [ source ]
• People that read at least one welcome message tend to read more than 40% of their messages from the same sending brand during the next 180 days. [ source ]
• Welcome emails tend to average open rates that are 50% — 86% higher than newsletters. [ source ]
• Use welcome emails to show shoppers who you are and why shoppers should buy your products. Make it easy for them to complete that first purchase by emphasizing special offers and unique selling points that are hard to ignore.

Welcome emails can generate 320% more revenue than regular promo emails #ecommerce #emailmarketing CLICK TO TWEET

Browse Abandonment Email Examples

Send  browse abandonment emails  to shoppers who view your homepage, category, product, or site search pages yet never made their way to your cart page. Browse abandonment campaigns can be personalized to match the behavior of your shoppers which makes them especially effective at driving traffic back to a site and converting more sales.

Since around 95% of eCommerce traffic never even makes it to the cart page, browse abandonment emails can be especially effective at generating up to 80% of the revenue that comes from your lifecycle email marketing campaign.

J. Crew – Category Browse Email

Email Example Critique:  This is an example of an email that would be sent to a shopper who viewed the “shirts and tops” category on J. Crew. Nice, high quality imagery plus related categories displayed below. The only thing missing from this browse abandonment email is personalized recommendations from the browsed category to increase the changes of this abandoning shopper actually returning.

Fresh Photos – Product Browse Email

Email Example Critique:  This is an example of an email that would be sent to a shopper who browsed specific products yet did not add any of them to a cart or purchase. The product images with the number of other shoppers who bought the same product is a nice touch but might be more effective if placed above the fold.

Calvin Klein – Site Search Email

Email Example Critique:  This is a great example of an email that would be sent to shoppers who searched for the terms “shirts” and “dress shirts”, displaying product recommendations related to their search in the hopes to bring that shopper back to complete a sale.

Illy – Homepage Browse Email

Email Example Critique:  This is an example of an email that could be sent to shoppers who browsed the Illy site but never got any further down the sales funnel. It’s nice that Illy is offering a discount at the bottom of the email, and their placement of social icons at the bottom of the email is smart. The top of the email, however, is a bit busy for an email that’s focused on directing shoppers to make a purchase.

Browse Abandonment Email Takeaways

• Use the on-site behavior of your shoppers to personalize browse abandonment emails and get them back to your store after they’ve left without completing a purchase.
• Make sure to always match the frequency and tone of your emails to the level of purchase intent a shopper has exhibited towards a particular product.
• Display  personalized product recommendations  to give shoppers more buying options and increase CTR by over 30%.
• Keep calls to action simple and direct matching the behavior of each shopper for best results.

Personalized product recommendations can increase CTR by over 30% #emailmarketing #ecommerce… CLICK TO TWEET

Ghurka – Large Product Image + Personal Tone

Email Example Critique:  This cart abandonment email from Ghurka has a nice personal touch coming from an actual person at the company plus the large, high quality product imagery is on-brand and great for CTR.

2. Dyson – Less is More

Email Example Critique:  This cart abandonment email example from Dyson is simple and direct. When it comes to cart abandonment emails, sometimes less detail is more effective.

3. Doggy Loot – Create a (Friendly) Sense of Urgency

Email Example Critique:  This cart abandonment email from Doggy Loot is cute and on-brand. The tone expresses urgency without being too pushy. The cute dog and language to match helps achieve the balance.

4. Urban Outfitters – Mention Shipping Offers

Email Example Critique:  Urban Outfitters has a strong brand and email design to match. The only thing is that the cart display is so far down on the email, it’s questionable whether shoppers will click through and return to their carts. The saving grace of this email is that they highlight their “free shipping on orders over $50” policy which addresses on of the top reasons for cart abandonment in the first place: shipping costs.

Cart Abandonment Email Takeaways

• Display the actual products left behind in each shopper’s cart to make it easy for the shopper to come back and complete the purchase.
• Create a sense of urgency with the tone of the email to encourage shoppers to act fast.
• Think about what prevents shoppers from completing a purchase and tackle those issues, like shipping and customer service call outs, within your cart abandonment email to put shoppers at ease.
• Keep the focus on returning to the cart so that shoppers don’t get distracted with other, less lucrative calls to action.

Transactional Email Examples

These are the one-to-one emails containing information that completes a transaction or process completed by your shopper.  Think: order confirmation and shipping confirmation emails. Because these emails are sent to shoppers who have just purchased on your site, they offer you, as a merchant, the opportunity to leave a lasting impression on the recipients that can even lead to additional conversions.

Although confirmation emails tend to be one of the least developed customer touchpoints in the sales funnel, they boast an average CTR of 12 to 20% which is around 5x the rate of bulk mailings.

Confirmation emails outperform bulk mailings 5 to 1 #emailmarketing #ecommerce CLICK TO TWEET

Philosophy – Display All the Right Elements

Email Example Critique:  This order confirmation email from Philosophy may look jam-packed with info, but it’s got all the right components to both satisfy the shopper’s need for critical post-purchase information and offer multiple opportunities for the shopper to come back to the site and hopefully complete an additional purchase.

Amazon – Make it Easy For Your Shopper

Email Example Critique:  Amazon definitely gets it right with this order confirmation. Related product recommendations encourage the shopper to buy more, and the “track your package” button makes it easy for the shopper to keep tabs on the purchase.

Kickstarter – Encourage Social Sharing

Email Example Critique:  This Kickstarter order confirmation email is great because it uses social sharing to encourage buyers to promote the product when the purchase is fresh in their minds.

Warby Parker – Build Trust Through Simplicity

Email Example Critique:  Totally on brand, this order confirmation email from  Warby Parker  found on  ReallyGoodEmails.com  is unique with its super clean layout and large text. Presenting order information clearly builds trust, which is key.

Transactional Email Key Takeaways

• Clearly display all the order and shipping information shoppers need to know they can trust that their order is safe.
• Since the purchase is freshest in the mind of your shoppers at this point, use confirmation emails to upsell or cross-sell shoppers by displaying related product recommendations that match their purchase.
• Transactional emails have 8x more opens and clicks than any other type of email and can generate up to 6x more revenue. –  [source]

Post-Purchase Email Examples

Post-purchase emails help generate repeat purchases and build brand loyalty by helping your customers reconnect to your brand. Send these emails to follow up recent purchases while your store is still fresh in your shoppers’ minds.

Repeat customers tend to spend 500% more than new customers , and although they make up only 8% of site traffic they account for around 40% of your revenue.

Zulily – Referral Program

Email Example Critique:  Zulily is all about their referral program with this post-purchase email. They make it easy for shoppers to share by including a total of 5 different ways to click through and invite friends in addition to incentivizing shoppers with credits.

Pottery Barn Kids – Related Product Recommendations

Email Example Critique:  This post-purchase email is a great example of how you can continue the sales process post-purchase. Pottery Barn Kids takes a personalized approach by offering product recommendations that are related to a previous, recent purchase.

Returning customers tend to spend 500% more than new customers #ecommerce #onlineretail CLICK TO TWEET

Mark & Spencer – Ratings and Reviews

Email Example Critique:  Ratings and reviews can really impact your business. This post-purchase email is a terrific example of how you can ask your customers to rate and review recent purchases while the sale is still fresh in their minds.

Sephora – Social Sharing

Email Example Critique: This post-purchase email from Sephora is awesome because it gives shoppers multiple options to share and save their beauty picks on social media plus it offers helpful, pro-inspired content to establish Sephora’s brand as a true industry leader.

Post-Purchase Email Takeaways

• Re-engage recent customers while your brand is at the front of their minds with post-purchase emails.
• 88% of consumers trust online reviews as much as personal recommendations, and 72% of consumers say positive customer reviews make them trust a business more, according to  Profitero .
• Use a friendly tone thanking shoppers for their recent purchases.
• Don’t be afraid to ask shoppers to share their purchase on social media or submit a review. Shoppers like to help brands they love.

Retention Email Examples

Retention emails are sent to customers who may not have interacted with your brand in a while. Win-back campaigns and replenishment campaigns are powerful messages to get those shoppers back onto your site after some time has passed.

Follow up campaigns like retention emails can average an extremely high open rate of well over 40%. – [source]

Starbucks – We Miss You, Here’s a Discount

Email Example Critique:  Simple, straight to the point. We miss you, here’s a discount. Who wouldn’t want 15% off their coffee purchase?

Clinique – Replenishment Campaign

Email Example Critique:  This is an excellent example of a replenishment campaign that uses high quality imagery and multiple cross-sells.

Related:   The Anatomy of a Perfect Replenishment Email

Brickell – Refer a Friend Program

Email Example Critique: Brickell’s referral program email is a perfect example of how you can easily encourage your best advocates, your customers, to share your brand with their friends by simply offering a few bucks off their next purchase.

eBay – Rediscovery Campaign

Email Example Critique:  Another win-back campaign using a discount to re-engage with past customers. eBay does a great job of making it easy for customers to claim their discount by including detailed instructions for checkout (although it may seem obvious…).

Retention Email Takeaways

Acquiring a new customer is  10x more expensive  than selling to repeat customers so retention emails are a great way to get more bang for your buck.

Use win-back campaigns to offer dormant shoppers a special offer or discount making it easy for them to complete a repeat purchase.

Replenishment campaigns are perfect for increasing your customers’ lifetime value, based around the standard purchase cycle for your products or a customer’s individual average order frequency.

Newsletter & Promotional Email Examples

Newsletters and promotional emails are often considered a given when it comes to email marketing for eCommerce, and especially with Gmail filtering out promotional emails from the inbox, it’s critical to make your newsletters and promos stand out with captivating content for your shoppers.

Although newsletters and promotional emails tend to have a very low conversion rate , they can be extremely effective at building brand awareness and loyalty.

Yoyo – Large, HQ Imagery

Email Example Critique:  Awesome imagery and nice showcase of special offers related to shipping, delivery, and returns. The best sellers as product recommendations are a great way to offer shoppers multiple options.

iShop – Display a Testimonial

Email Example Critique:  Although buried below the fold, iShop displays a customer testimonial to help shoppers feel safe to complete a purchase.

Email Example Critique:  This promo email from Gainger is both informative and helpful by making it easy for customers to share products.

4. Southern

Email Example Critique:  In this promo email, it’s all about the brand and the fun(ny) tone.

Promotional Email Takeaways

• Get your shopper’s attention by starting things off with a deal or a giveaway.
• Establish your brand an industry leader by offering advice and helpful content.
• Include social media call outs to offer shoppers an opportunity to engage with your brand off-site.
• To make your newsletters and promos engaging make sure that your content is relevant and on-brand.

Check out these  email marketing tips and best practices to help you implement your next email marketing campaign.

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Boost Email Success

9 Cold Email Case Studies with Great Reply Rates

Be sure to check out our previous post in this series:  Cold Emailing: Best Outbound Sales Automation Tools

Cold e-mailing is hard.

It’s tough to get people’s attention through all the noise that’s out there. On average, we get 147 e-mails a day , only spend significant time answering about 12 of them, and delete 71 e-mails in under 3.2 seconds .

It takes a lot of work to build a successful cold e-mail campaign. You have to:

• do in-depth research to make sure you’re not just spamming out generic templates
• make sure your messages are personalized to your specific target
• manage data entry for your leads
• send out massive volume to see results

And the truth is, your customers judge you on your ability to sell. So if you have an off day, you not only have to deal with not getting any conversions, but also with the negative judgements from your prospects.

When you’re crafting your cold e-mail campaigns, it can be helpful to know what everyone else is doing to benchmark your own numbers so you know that you’re on the right track.

What’s a good email open rate ? What’s a good reply rate? What does a good cold e-mail template look like? How many people should you be able to convert to a sales call?

Today, we’ll answer those questions for you. We’ll peel back the curtain on some cold e-mail case studies and discuss which strategies companies used to boost their reply rates and conversions.

Their expertise has helped Nextiva grow its brand and overall business

Case Study #1: Ambition

Ambition  is a software product that helps companies increase employee productivity. They built their platform with millennial employees in mind, and are used by such companies as  Lyft , Carbonite , and Continuum .

In this case study , they wrote about how they cold-emailed 578 prospects, got a total of 6 responses, and used follow up e-mails to get 67 additional responses (for a total response rate of about 12.6%).

They ran a six-week campaign, targeted 291 VPs of sales as well as 287 VPs of sales operations, and ended up with a total of 73 new leads.

Check out this graph that is instructive about the overall nature of the campaign as well as cold e-mailing in general:

Source: Ambition.com

Around half the recipients opened the initial e-mail but zero people replied.

However, with each additional touchpoint, or follow up, more prospects replied to the initial e-mail. Notice that no single e-mail generated more than 18% of the grand total number of leads. In fact, the eighth e-mail generated just as many leads as the second!

According to Ambition , the factor that mattered most here was just pure persistence. By following up constantly with prospects, they were able to skyrocket the number of leads they got versus if they just followed up once like most other sales reps. 

Because they were following up so often, they split the time interval between each e-mail by at least a week:

In fact, this was one of the problems we had at Growth Everywhere — there was a lot of manual work involved in keeping track of follow ups, and that was a major point of failure that kept cold e-mail response rates low. Once that was fixed, we saw a 333% increase in response rates !

For prospects, your product isn’t at the center of their world, so if they don’t respond, it’s likely just because they’re busy — not because they’re not interested. The moral of the story is to always follow up more than you think is necessary.

Dive Deeper: * How to Write a Follow-up Email (That People Actually Respond To)

Case Study #2: Shane Snow

Shane Snow is the bestselling author of a book called Smartcuts: How Hackers, Innovators, and Icons Accelerate Success . He wrote the book to outline the process that highly accomplished people throughout history have used to achieve success in a short period of time. He’s also a journalist at Fast Company.

In this post , he wrote about how he explored a cold e-mail strategy for anyone who wanted to connect with important people for mentorship and advice.

To start off, he got the e-mail addresses of the 1,000 busiest business people in America — C and VP level executives from Fortune 500 companies and C level executives from the Inc 500.

The average person gets 147 emails a day , but these execs get significantly more as a result of their status. Shane wanted to see whether he could come up with a strategy to “cut through the noise” in their inbox to grab their attention and get a response from them.

After gathering the e-mail addresses, he wrote a cold e-mail with a simple CTA where he asked them what type of cold e-mail they preferred to receive. Here’s a sample e-mail script he and his team sent out:

Hi [Exec’s First Name],

I’m doing a study on cold emails and want to ask if you could share some thoughts on what differentiates an effective cold email from a bad one?

Your insight will contribute to research I’m conducting to help a lot of people get better at email, which will make the world a little better for us all.

He then changed different elements in this “base” e-mail to test out the results when adding in differences.  For example, he tested variables like:

• Subject lines (vague vs specific subject lines)
• Saying thank you (e-mails with no thank you vs e-mails that said something like “thanks in advance”)
• Length (short vs long e-mails)
• Purpose (selfless vs selfish — i.e. he changed the benefit from “your insight will contribute to…make the world a little better for us all” to “it would be great for me and my project”)
• Request (asking for their knowledge — i.e. “sharing your thoughts” — vs asking for a favor).

Here’s a quick summary of the results he saw out of the 1,000 e-mails sent to high level executives from Fortune 500 and Inc 500 companies:

• 293 e-mails bounced
• 45.5% open rate (this was exceptionally good, since according to Mailchimp , the open rate for most business-related e-mails is barely over 20%)
• short, vague subject lines (i.e. “quick question”) got 51.2% opens while longer, specific subject lines got slightly less opens at 48.8% — interestingly enough, the reply rate on the “quick question” subject line was around double that of the longer subject line.

However, according to the case study , the previously mentioned variables (i.e. subject lines, length, purpose, etc.) played a much lower role in determining the results than expected — only 1.7% of those who received Shane’s e-mails actually responded.

Shane came to the conclusion that the one thing he could have implemented in the study which would have made all the difference in terms of bumping up his reply rates was personalization . He wrote: 

“With the right subject line, it’s not inherently harder to get a busy executive to click on your email than someone else. The important part is making the content speak to the question, ‘why me?’”

Case Study #3: Jake Jorgovan

Jake Jorgovan is a creative strategist who helps consulting companies win dream clients. He wrote in this pos t how he was able to generate $12,030 just through cold email  — including some Fortune 500 clients.

According to Jake, there are two different ways you can approach cold e-mailing.

• The “quantity” approach  — if you e-mail enough prospects, then you will inevitably land a sale. The only thing that matters here is playing the numbers game: send enough e-mails and you’ll probably close some deals. Shane Snow’s cold e-mail campaign of getting a 1.7% reply rate is a good example of this.
• The “quality” approach — focus on sending out fewer pitches, but make them top notch. For example, you might pick around 20-25 dream customers who you would do anything to get.

Once you define your approach, Jake suggests that you create at least one high-quality case study . The case study should show a portfolio piece that you’re proud of, feature a raving testimonial, and outline three major things:

• the situation the client was in
• the solution that you provided
• the end result for the client

Then you should choose your specific target audience. Ideally, this target audience should be similar to the customer you helped in your case study. For example, if you’re reaching out to dentists, then you should have a case study where you helped a dentist. If you’re reaching out to a Fortune 500 tech company, you should have a case study where you helped a tech company.

It’s a psychological fact  that people believe that they’re special  and that their situation is unique. Because of that, they want solutions that feel like a “tailored fit” for them. If you worked with a tech company, you might be able to use those same fundamentals to help dentists, but dentists won’t feel like you can help them unless you show them that you’ve already worked with dentists.

Next, Jake writes that you need to find a list of prospects. The ideal place to look for this kind of information is in sales or trade organization directories for the industry that you’re in.

Finally, it’s time to write an e-mail that actually gets responses. Here’s an e-mail script that landed Jake a $4,250 client:

[Prospect names],

Recently I came across [Company name] in the [Directory where I found their information] and I wanted to reach out. My name is Jake Jorgovan and recently I finished up a website design project for [case study client] and wanted to reach out to similar companies.

When I came across the [Client’s website], I noticed [review of 2-3 things that I found wrong with the client’s website]. With the [case study client], we were able to build a professional site and get it up and running in under three weeks. Their site is mobile friendly and extremely easy for anyone at the company to update.

If you are interested in rebuilding your website, please let me know and we would be more than happy to help you out. Also, I have attached a case study for [Case study client] with a raving testimonial from the owner of the company.

Thank you [Prospect name] and I look forward to hearing from you.

Jake Jorgovan

According to Jake, the most important part of the e-mail is in the second paragraph where you list the 2-3 things you found regarding the client’s site/product/service that you feel you can fix. If you’re writing blanket statements that don’t feel tailored to the prospect’s specific situation, your response rates go down.

Jake also sends follow up e-mails 7-10 days after the initial inquiry. Here’s a sample e-mail script he uses for this:

[Prospect name],

I wanted to send a quick follow up to see if you received my e-mail from last week in regards to your new website design. Please let me know if you are interested and I look forward to hearing from you.

Much like the Ambition case study, Jake was surprised to find that many prospects responded to the second e-mail after ignoring the first.

Learn More:  4 Reasons Why You Should Be Pushing Email Marketing

Case Study #4: LeadFuze

LeadFuze is a lead generation product that helps salespeople quickly gather contact information of prospects and automatically send personalized e-mails. They’ve been used by companies like Bidsketch and CrazyEgg .

Justin McGill, the founder LeadFuze, used cold e-mail to grow his company’s revenue to $30k/month in 12 months.

As a first step, he used his own software to find leads and build out his outbound campaign. Here’s how he used the search feature within LeadFuze to find the e-mail addresses for his target audience:

Source: Pagely

From there he was able to look at a list of prospects that he could potentially add to a list. Once the relevant prospects were added, the software pulled information about the prospect.

Once you have your leads, the next step is to write a high-quality cold e-mail. Justin has a formula for writing cold e-mails which he calls the “QVC Formula” (Question, Value prop, and CTA). Here’s how all those components fit together:

• Question. The first sentence is absolutely crucial in an e-mail. This is the sentence that will show up on their phones and as a preview in their inbox. According to Justin, it’s not advisable to start off with an introduction about yourself because that just shows your prospects that they don’t know you.
• Value prop . Don’t go on and on about how amazing your service is and all that you have to offer. Cut to the core of your message quickly and talk about what makes you different from everyone else.
• CTA . Most salespeople end their e-mails in a generic, weak way (usually something like “I look forward to hearing from you.”). The best way to close an e-mail is to ask directly to schedule a call or ask a question to get a specific response.

Here’s an example of a cold e-mail that Justin sent on behalf of LeadFuze:

Like a normal e-mail blast, it’s important to let your prospects know that there’s a “way out” from receiving your e-mails and your follow ups. If you’re sending out e-mails to a list, then you already have an “unsubscribe” link that readers can click on to opt out of your e-mails.

For cold e-mails, Justin uses the following line in his “P.S.” below the signature:

He explicitly states that it’s okay for the prospect to tell him not to follow up anymore.

After the initial e-mail is written and sent, you should also have a follow up sequence ready. As we’ve seen before, the magic is in the follow up . Most salespeople never follow up, or if they do, they stop after the first or second time.

Steli Efti from Close.io writes that he follows up as many times as necessary until he gets a response. In fact, once he followed up with an investor 48 times before getting a meeting — which led to that person investing in Close.io.

In follow up e-mails, you shouldn’t just “check in” or rehash the same exact message that you already sent the first time. Instead, you should use this opportunity to send new, valuable information that could help your prospect move closer to making the decision. For example, you might want to include a relevant case study, or results that you got for someone else.

Justin from LeadFuze writes that he has seen success with the following cold e-mail sequence:

• Initial “QVC” outreach e-mail
• Case study (follow up #1)
• Value add, i.e. blog post link, relevant news article, another case study, etc. (follow up #2)
• Let them know that you won’t be writing to them anymore (break-up e-mail)

Here’s an example of a break-up e-mail :

Source: HubSpot

By using a sales automation service like Outreach , Mailshake , or Reply , you can craft your own custom follow up sequence for prospects who don’t respond so that you don’t have to manually go in and send every single e-mail.

Using this simple process, LeadFuze scaled to $30k/month within just one year.

Case Study #5: Crazy Eye Marketing

Crazy Eye Marketing helps small businesses and entrepreneurs plan, build, and optimize sales funnels. They use marketing automation systems to convert more leads into customers.

In this case study , they wrote about a cold e-mail campaign they ran for a small mobile app company: they sent out 4,897 cold e-mails and analyzed what worked and what didn’t.

First, Crazy Eye started off with a list of leads provided to them by the client, a mobile app company. After removing duplicates, they ran the list through a service called Kickbox ,  which helps verify whether the e-mail addresses are actually legit or not, and had a final number of  2,160 good addresses.

Next, they used Reply  to set up a cold e-mail autoreponder campaign. This way, you won’t have to comb through your inbox to see which prospects responded and which didn’t, and then copy and paste the right follow up e-mails to the right prospect. There’s a lot of potential for human error in this process, which is why using an outbound sales automation tool can save you lots of valuable time while doing the work more effectively.

Crazy Eye then connected Reply to Gmail for the cold e-mail campaign. They created five different e-mail series and sent them to a few hundred people to test the effectiveness. From there, they sent the most effective series to the rest of the list.

The winning series was a three-email sequence along with a CTA that asked for 15 minutes of the prospect’s time :

Subject : Quick question

Hi [first name]

My name is Nathan and I am the founder of the Car App. We work with used car dealerships to help them stay connected with their prospective customers.

The Car App is a mobile app for used car dealers. Our solution is 7 times more likely to result in vehicle sales than Craigslist, Autotrader, and eBay combined.

Is it possible to get 15 minutes on your calendar to further discuss the benefits the Car App would bring to [company]?

Subject: (replied in the same thread)

I’m sorry to trouble you again. At my company, the Car App, we make keeping in touch with prospective customers a breeze through our one-of-a-kind “push” messaging system that instantly, and automatically, notifies them when the car they want is in stock.

Our mobile app not only makes your life easier, but generates more sales and revenue without any added effort. Who would be the person to speak to about this at [company]?

Subject: Just checking

Hi [first name],

I wanted to make sure that you saw my earlier message. I’d like to learn about the struggles you have with staying in touch with prospective customers at [company].

If you’re the appropriate person to speak with, what does your calendar look like for early next week? If not, who do you recommend that I talk to?

T hese were the results of their three-email sequence.

Source: Crazy Eye Marketing

They received open rates around 50% for every one of their e-mails, and got reply rates just under 10%.

Notice how the reply rate for the second and third e-mails is similar to the reply rate for the first e-mail. This shows that your follow up e-mails are equally as valuable as your initial outreach e-mails.

Salespeople who don’t follow up are leaving a lot of money on the table.

Case Study #6: Marco Massaro

Marco Massaro runs a web consultancy that works with tech companies and high-growth startups. The consultancy works on UX design and web development.

Marco closed a $15,000 consulting project with a cold e-mail campaign.

Before diving in and blasting out e-mails to hundreds of people, he started off by outlining who exactly he was targeting. He needed to identify his ideal clients.

The more specific you can get at this step, the more targeted your cold e-mails will be when you send them out. Marco got extremely specific about who he wanted to work with. Here are the main categories he filtered companies by:

• Industry. Marco wanted to work with tech companies: SaaS, B2B, B2C, social.
• Company location . He wanted to work with English speaking companies only that were based in USA, UK, and Europe.
• Funding . To make sure they could afford his rates, he focused on companies that were at seed sage and Series A with at least $200,000 in funding.
• Revenue . If the companies had no funding, they would have to at least have $500,000 to $1,000,000 in yearly revenue.
• Company size . Marco targeted smaller companies because larger companies were able to afford employees to handle their web development and design in house.
• Person to e-mail . Lastly, he made a note of the people within the company who he would have to e-mail — the decision makers.

Next, he had to find companies that matched this profile.

He used Crunchbase because his target was mostly early stage tech companies, but other lead gen sources might include AngelList , or even software products like LeadFuze . Outreach  also has a Chrome plugin that allows you to quickly extract contact information from professional profiles on LinkedIn which makes lead gen more efficient.

The next step was actually writing up the cold e-mail pitches and sending them out.

Marco crafted a quick e-mail with the goal of grabbing the recipient’s attention right off the bat, and getting them interested in his services:

Subject: Work together

I wanted to find out if you have any design needs at [company] (redesign, landing pages, UX, etc)?

We can increase sales, engagement, conversions, and more through our design and UX strategies.

Interested? Email me back, I’d love to chat.

Notice how this e-mail doesn’t jump right into an introduction in the first sentence?  People don’t care about you until they are interested in what you have to offer first. You shouldn’t waste your valuable first few sentences talking about something that your prospect isn’t going to read anyway.

The e-mail also addresses the recipient by name. However, it could be a bit more personalized as it doesn’t include how web development or design consulting could help the prospect with their specific situation.

Marco sent this e-mail to 500 prospects, received 67 replies, and got a response rate of around 13.4%.

Apart from personalizing it more, other ways that the process could be improved include 1) A/B testing subject lines or CTAs, and 2) integrating with an outbound sales automation tool to keep the campaign more efficient. According to Marco, the lack of structure here made it confusing at times to remember where they were in the sales process for each prospect.

Learn More: Cold Email Templates that Get Responses

Case Study #7: Bryan Harris

Bryan Harris is the founder of Videofruit , a company that provides step-by-step plans for entrepreneurs to grow their business. He decided to pitch HubSpot about creating a video series for their blog.

HubSpot is notoriously difficult to write for. Because they’re one of the biggest names in marketing and have a prominent blog, they get tons of pitches everyday — and they reject most of them. But Bryan was not only able to get his e-mail noticed , he got HubSpot to say “yes.”

This is the e-mail Bryan sent:

I’m Bryan. I’m a huge HubSpot fan. I especially liked your recent piece on business card design. I work with companies like KISSmetrics and make weekly videos for their blog. Here’s one that published earlier this week on their site.

Just wanted to email you to see if HubSpot might be interested in a similar series.

I made a demo for you to show you what it might look like:

[insert demo]

Is this something you would be interested in?

— Bryan

Here’s why his pitch stood out from the rest, according to HubSpot :

His name was already familiar

Even though this was the first time he was sending them an e-mail pitch, it wasn’t the first time that the folks at HubSpot heard his name. Bryan had already been interacting with HubSpot bloggers and content for nearly two years. He was reading, commenting, sending “thank you” e-mails, and more.

So when Ginny Mineo – the person on the receiving end of his pitch – looked up his contact “record” in the HubSpot system, she quickly discovered that he wasn’t just a random stranger.

He knew HubSpot’s tone

Since Bryan had been regularly reading HubSpot’s blog, he had context on what they like to see in their cold e-mail pitches. He knew that they preferred a conversational tone, rather than a formulaic pitch that had terms like “keyword rich” or “SEO focused.”

By reading their blog and understanding the sort of guest post pitches they like getting, he was able to write an e-mail that stood out compared to most other e-mails.

He went above and beyond

One of the things marketers hate most about being on the receiving end of a cold e-mail pitch is that the fact that the sender doesn’t consider them “special.” In many cases, the sender is just copying and pasting a template, and blasting it to hundreds of people from a contact list. This makes recipients feel like the sender doesn’t really care about them.

But Bryan took a different approach. Instead of sending HubSpot a generic cold e-mail, he decided to invest time in creating a custom-made, minute-long video sample of what he could do for them.

This isn’t something that can be cranked out in a few seconds through copy and paste; creating a custom video takes hours or even days. Bryan had to write a script, produce the video, go through the editing process, etc. And after all that work, he had to be okay with the possibility of not getting a response from HubSpot.

The more personalized you make your pitch and the more time you spend crafting something that doesn’t seem like it can be (or was) replicated, the more likely it is that you’ll get a response.

Case Study #8: The Print Industry

Most cold e-mails usually end with an “ask” of some kind, like the sender trying to get a phone call or an in-person meeting with a prospect.

But according to Jeff Molander , that might not be the best idea. Instead, he suggests a different approach – getting prospects to talk about themselves.

Rather than trying to get an appointment for a phone call or a meeting, you could incentivize them to respond by revealing a conversation that’s already occurring in their mind . For example, here’s how a company in the print industry successfully starts cold e-mail conversations with new prospects:

Subject: How secure are your printers?

Real quick – how secure are your copiers and printers at XYZ LLC? Did you hear about the Illinois law firm – sued because the janitor removed their hard drives? He walked away with hundreds of thousands of documents.

Are you doing everything possible to mitigate your risk?

I don’t pretend to know your situation, but I’m curious. How are you managing security of your printers/copiers at XYZ LLC?

Thanks for considering, [first name],

[signature]

The reason this works is because it helps customers realize that they have a problem, and encourages them to talk to you about it. It starts the conversation painlessly.

By asking customers about their problems before you try to jump on a call and talk to them, you’ll have a better chance of developing a relationship. You’ll also separate your e-mail from the hundreds of other cold e-mails that your prospects get in their inbox.

Related Content: How Neville Medhora Grew AppSumo’s Customer Base to 750k With Email [podcast]

Case Study #9: Lead Genius

One of Lead Genius ’s clients ended up increasing their response rate from zero to 28% with one cold e-mail.

Here’s the e-mail template they used:

Source: JS-Marketing

Here are a few reasons why this worked so well:

• Intriguing headline. Adding a time constraint to achieving a desired result makes the proposition seem more appealing. For example, “15 minutes to get [company] more customers” sounds more compelling than “Get more customers for [company].”
• The introductory sentence. The first sentence of the e-mail says: “Would you like to hear an idea for a 15 minute hack that could significantly increase [company’s] conversion rate?” The word “hack” and “15 minute” both make it sound like something that won’t take up much of the prospect’s time.
• Credibility. The e-mail builds credibility by sharing a quick case study of a B2B client who saw a 47% increase in signups.
• Call to action. The call to action for a 15 minute call sounds much more appealing after the recipient sees that they’ll get a “15 minute hack” to increase their conversion rates. Nobody wants to get on the phone and be sold to, but they would want to hear about how they can improve their conversions.

Learn More: 7 Ways To Get More People To Open Your Email [podcast]

I’ve said it before and I’ll say it again: cold e-mails are tough. There are many steps involved, and for most people it can be pretty time consuming.

You have to identify who exactly you’re targeting, scrape the Internet to figure out where those people are hanging out, and then figure out what their e-mail addresses are.

Finally, it comes down to how well you conduct your research of the people and the companies you’re targeting, how personalized your message is, how much of an attention grabber your subject line is, and how specific your call to action is.

To make things more efficient, remember that you can always use software tools to automate your processes. Tools like Outreach , Sendbloom  and  Reply  can help you craft the perfect follow up sequence for your prospects (so you never have to remember who’s in what part of the sales sequence) and also track all your data.

Now that you’ve had an “insider’s look” into some highly successful cold e-mail campaigns, you know exactly what sort of templates to use, what numbers to expect, and how to improve the templates going forward.

If you get all these points right and send out a massive volume of e-mails, you could see a number of responses that are large enough to change the course of your business.

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Zoning and density - case study examples for article

Linda C. Reeder FAIA 03-27-2024 10:13 AM

Ivan contreras aia 03-28-2024 05:36 pm, daniel gerard steger aia 03-28-2024 06:05 pm, matthew s. hutchins aia 03-28-2024 07:17 pm, mark mcdonald assoc. aia 03-30-2024 03:51 pm.

Robert B. Ross AIA 03-29-2024 10:54 AM

Matthew s. hutchins aia 03-30-2024 05:04 pm, emily a. hagen aia 04-01-2024 07:04 pm, 1.  zoning and density - case study examples for article.

Municipalities around the country are revising zoning regulations to increase density in an effort to address housing shortages. Have you designed an ADU or other residential project that takes advantage of zoning revisions that increase density? Have you discovered unintended consequences of these zoning revisions related to residential projects? In either case, I would like to hear about your project or experience at  [email protected] . I am collecting case studies and information for possible inclusion in a magazine article. Thank you!

2.  RE: Zoning and density - case study examples for article

As a residential Architect / Builder, I am very interested in this topic. It is a great opportunity to mitigate shortages in housing, by effectively increasing allowed density, as well as reducing suburban sprawl.

In the US, municipalities are only slowly starting to adopt the mixed-use concept. It will be long before they start discussing minimum density (not maximum).

For some weird reason, I was drawn to learn about the finance side of things. 

At a housing summit in Washington DC, last year, I spoke with someone from Fannie Mae, to try to understand how an ADU gets financed. The answer was, whether attached or detached, unequivocally, the ADU cannot be a second mortgage, it must be a refi. It was also said that this refi would take into account the credit of the applicant, as well as the economic viability of the ADU. 

So, on one hand, you now have an opportunity to make a part of your house an income-producing property, yet on another, you would have to relinquish your favorable mortgage rate to a new higher rate

Once again, we see policies that do not favor the middle class or below. The policies could/should be an integral part of fighting gentrification and being able to stay in your neighborhood.

Another idea came up: someone could rent an empty piece of his/her lot to have a tiny home installed, which did not belong to the homeowner, but to a third party, who could rent the home and pay rent to the homeowner for using the land.

------------------------------ Ivan Contreras, LEED AP, AIA CONTRERAS MUNOZ & CO Miami FL ------------------------------ Original Message Original Message: Sent: 03-27-2024 10:12 AM From: Linda Reeder Subject: Zoning and density - case study examples for article

Municipalities around the country are revising zoning regulations to increase density to address housing shortages. Have you designed an ADU or other residential project that takes advantage of zoning revisions that increase density? Have you discovered the unintended consequences of these zoning revisions related to residential projects? In either case, I would like to hear about your project or experience at  [email protected] . I am collecting case studies and information for possible inclusion in a magazine article. Thank you!

------------------------------ Linda Reeder FAIA New Haven CT ------------------------------

3.  RE: Zoning and density - case study examples for article

Linda, I have not designed an ADU...yet!  However, I think you may find what Boston is doing rather interesting.  Check out their ADU zoning program here -   Additional Dwelling Unit Program

Boston.gov		remove preview
Additional Dwelling Unit Program The Additional Dwelling Unit Program allows owner occupants in the City of Boston to carve out a new space within their homes. They can create smaller, independent units, known as Additional Dwelling Units (ADUs) once the design has been approved. For those who qualify, we offer loans to build approved ADU designs. The city is attempting to expand the program as well - Expanding ADU Access in Boston Boston.gov remove preview Expanding ADU Access in Boston The Additional Dwelling Unit (ADU) is a self-contained residential living unit. They can provide additional income for homeowners and flexible, separate living arrangements for families to age in place, or support relatives or children while still maintaining their privacy. 4.  RE: Zoning and density - case study examples for article We have designed 50+ We also have a pre-approved plan that has been used in Seattle 15-20 times. We also help cities and towns recognize barriers and rewrite their ADU code to reduce those barriers. Washington state allows ADUs to be sold independently of the primary residence if you create a condominium association which we've done.  Big fan and I'm happy to talk.  Email me at [email protected] 5.  RE: Zoning and density - case study examples for article At the most fundamental level, zoning changes allowing ADU's and similar additions, reduces affordability for first-time and low-income buyers. Zoning that allows higher density on a property and the ability to rent spaces, increases the value of the property to investors, who price out first-time buyers and low-income. It increases available rental opportunities which only slow rental price increases. All of the proposed housing solutions have the same effect. When rental income restrictions are enacted, investment in rental properties drop, reducing the quality of housing. Too many times the complexity of problems is ignored in favor of single-point actions that cannot achieve the desired outcome. 6.  RE: Zoning and density - case study examples for article I've designed ADU's but think there application to create affordable housing is minimal at best. Most of the ADU's that I'm aware of actually end up as short term rentals, further exacerbating the problem. The size requirement imposed by most municipalities would not support a small family. Families are the ones most being affected by a lack of affordable housing options. I would look to the revision of single family zoning to include small 6-8 unit apartments within a single family district as a step in the right direction and a more impactful way to address the issue.  7.  RE: Zoning and density - case study examples for article Linda--Seattle builds nearly 1000 ADUs per year--It is one of the most popular forms of new housing here because: New residents can live in excellent established neighborhoods, with walkable access to neighborhood amenities like parks, schools and local businesses that need new customers.  They can be rented or purchased at a lower price point than a traditional larger new detached house. I would never call ADUs 'affordable' per se, because they cost more per foot than other types, and aren't subsidized or have fixed rent typically, but they are way less than houses. It is silly to demand ADUs be price controlled for lower income folks when we'd never do that for adjacent single-family houses on the open market.   There is very little impact on neighboring properties. In 15 years of building ADUs, I've never had a complaint, however I have had tons of neighbors inquire about building one themselves!  Today's household sizes are getting smaller (Seattle's is 1.83 people), and smaller DADUs serve many people who don't need as much house. They serve multigeneration households really well, as well as those aging in place (the AARP has been a huge proponent of ADUs for a decade because the smaller houses in often more walkable neighborhoods are better for the lifestyle needs of our silver wave of downsizing seniors). About 1/4 of our ADUs were built for the grandparents, sometimes by the grandparents on the adult kid's parcel.   Because zoning changes to allow them are citywide, property taxes don't increase just because cities institute ADU programs. Cities do get to leverage those new residents to make other contributions to the tax base like sales tax etc.  Honestly for me, the only downside is that ADUs are not the vehicle for addressing housing crisis--they're just a little too bespoke, and as one-offs don't have enough impact given the scale of the challenge. We actually need way more flexibility with middle housing types like multiplexes and townhomes if we want to scale up urban housing production beyond what we see in the current large apartment building market.   8.  RE: Zoning and density - case study examples for article I have designed a few in Seattle and the surrounding area, but I've also run into current zoning issues that are limiting in the design of ADUs (both attached and detached units). I'm personally super excited about a WA state house bill that passed and is making it's way down into jurisdictions to allow for more models of residential density (up to six units per lot!) and would hopefully not restrict zoning for these additional units to only be sized for 1-2 bedroom units. Have a look - https://www.commerce.wa.gov/serving-communities/growth-management/growth-management-topics/planning-for-middle-housing/.   Final Model Ordinance for cities 25,000 and over (PDF) It's a fun read that I'm excited about! :)  New Best Answer Related content, lessons learned about designing for density. Reinvention 2012: Designing for the Future California accessory dwellings: a webinar for design professionals. Housing after Sandy Housing Appraisal Video AIA speaker & media requests Privacy & Terms Privacy policy Terms of use Code of ethics Skip to main content Skip to search Skip to footer Products and Services Cisco Security Master your goals. innovate. we'll tackle threats.. 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The main components of a case study cold email template include: A brief intro paragraph explaining why you're reaching out with a case study. A 1-2 sentence summary of the client ... Case Study Example Case study email example. 1. Success stories of clients. Dear [recipient's name] We are excited to share with you the success story of one of our clients. Our client [Company Name] faced a significant challenge and partnered with us to find a solution. Through a collaborative effort, we were able to achieve [result]. 28 Email Marketing Examples for Your Campaign Cart abandonment campaigns. Transactional (order confirmation) emails. Post-purchase campaigns. Retention campaigns. Newsletters and promotions. Use the sales funnel to the left to navigate through each campaign type and view these inspiring email examples and our pro critiques to help implement your next email marketing campaign. 9 Cold Email Case Studies with Great Reply Rates Improve Email Success Case Study #1: Ambition. Ambition is a software product that helps companies increase employee productivity. They built their platform with millennial employees in mind, and are used by such companies as Lyft, Carbonite, and Continuum. In this case study, they wrote about how they cold-emailed 578 prospects, got a total of 6 responses, and used follow up e-mails to get 67 ... Zoning and density Have you discovered unintended consequences of these zoning revisions related to residential projects? In either case, I would like to hear about your project or experience at [email protected]. I am collecting case studies and information for possible inclusion in a magazine article. Thank you!-----Linda Reeder FAIA PDF 7th edition Common Reference Examples Guide to find the examples in the Publication Manual of the American Psychological Association (7th ed.). More information on references and reference examples are in Chapters 9 and 10 of the Publication Manual as well as the Concise Guide to APA Style (7th ed.). Also see the Reference Examples pages on the APA Style website. Cisco Security Products and Solutions Read the full case study The NFL relies on Cisco "From securing stadiums, broadcasts, and fans to protecting the largest live sporting event in America, the right tools and the right team are key in making sure things run smoothly, avoiding disruptions to the game, and safeguarding the data and devices that make mission-critical gameday ... assignment essay homework phd report resume review speech thesis