hubspot case study pdf

The Essential Guide to Creating Case Studies [Free Template]

Updated: February 01, 2017

Published: January 13, 2015

Nowadays, reviews are more important than ever --  9 out of 10 people are looking at online product reviews and posts on social networks before making a purchasing decision. Do you have a plan in place to take advantage of this trend?

Enter the ever useful and efficient case study. Case studies give your audience more information about your product or service in the context of a specific company size or vertical.  Though each case study may have slightly differing details, the core messaging will fundamentally remain the same: how your product and/or service has helped one of your existing customers overcome a challenge, achieve  a goal, and/or better their lives.

Download our free case study study template here.

Case studies are also crucial to your sales process. Having a variety of case studies based on various categories such as industry, location, company size, or type of business can help your sales team convert leads into customers and upsell existing customers.

We know that building out an awesome case study that shares a compelling story can be both time-consuming and difficult if you’re not sure how to go about it. You may be wondering where to start, who to speak to, and what to ask.

To help you to focus on creating content that drives both your sales team and process forward, we have created The Ultimate Case Study Creation Guide and Template .   With this helpful kit you’ll be able to:

• Select perfect-fit participants to help your case study shine the spotlight on your product and/or service.
• Reach out to potential participants and engage them in the process.
• Devise great questions to ask your perfect-fit participants. 
• Layout the case study in a comprehensive, clear, and informative manner -- giving you more time to focus on the actual content at hand.

Click here to download the case study template and guide , and if you want to share this resource with others, use the click-to-tweet links and image below.

  "The Ultimate Case Study Creation Kit : http://bit.ly/14LzKAm  via @HubSpot "  

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Outline your company's marketing strategy in one simple, coherent plan.

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Case Study Creation Kit [+Templates]

Free Download

Showcase your company's success using these three free case study templates.

What's inside:

• 3 Text-Only Case Study Templates to Upload to Your CMS
• 3 Designed Case Study Templates to Share Directly with Prospects
• A Data-Driven Case Study Template
• A Product-Specific Case Study Template
• A General Case Study Template

Case studies give you the chance to show – instead of just tell.

When shopping for a new product or service, you'd trust the customer who's already used the product or service over the sales guy. Getting a real-life opinion from someone is always more helpful, because it’s both unbiased, and often rooted in a common experience.

Case studies add authenticity to your business, as well as credibility and social proof that your product or service has truly helped others overcome their challenges and achieve their goals.

Case studies help your leads envision how your product or service would fit into their lives, and often act as that missing piece that moves them to take purchasing action.

Need help getting your first case study off the ground? Look no further. We've put together  templates designed to make the process a whole lot easier. 

Frequently Asked Questions (FAQs)

How do you write a case study.

HubSpot's Case Study Start Kit provides tips on how to write a case study. Instead of the traditional write-by-numbers approach, choose from 3 different case study templates to save time on writing a great case study: a general case study format, data-driven case study format, and product-specific case study format.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

What is the structure of case study?

A case study is a detailed, in-depth report of a business problem and how it was solved. A good case study starts with a quick summary of the case, then describes the background of the person or organizations, defines a few specific problems, explains how the problems were addressed, and concludes with the overall results of the case that was alluded in the original summary. HubSpot's Free Case Study Starter Kit makes learning how to structure a good case study simple and easy.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What is case study example?

What is the format of case study.

Case studies are used to analyze and describe the performance of a particular product, service or system. The most common type of case study is a "success story" that describes how an organization was able to use some new product or process successfully in order to achieve its goals. HubSpot's Free Case Study Templates comes in a three formats: general case study , data-drive case study, and a product-specific case study.

How do you create a case study page?

Creating a case study page is a way to showcase your expertise and how you've helped others. You can use case studies as a lead generation tool, as well as an additional resource for those who are looking for information on what you offer. HubSpot's Free Case Study Creation Kit comes with 3 templates in both Google Docs and Microsoft Word to help you walk you through creating a case study page of your own.

Unlock case study tips and templates today.

Download the case study templates.

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• Case Studies Home

Case Studies Directory

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Secret Source Unveils 40% More Leads as a HubSpot Partner

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HubSpot on both sides of a marketplace

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TransFunnel Grows Retainers by 50% with HubSpot

Niswey Accelerates Agency Growth as a HubSpot Partner

Transpoco Drives with HubSpot to Increase Customers by 3X

Unific's HubSpot Built Help Desk

United Supermarkets Grows Digital Presence with HubSpot

Posizionate Gains 80 New Leads Monthly as a HubSpot Partner

Online Computers used Marketing Hub to generate 167% in deal pipeline growth

Airstream Generates 78% More Leads at Scale with HubSpot

Rentokil Initial Sees 671% Marketing ROI with HubSpot

Creating a 5-Star Customer Experience with HubSpot

Newcastle University Upgrades Student Experience with HubSpot

CommunicorpUK Enhances Its Customer Experience With HubSpot

ReFUEL4 Increases Monthly MQLs by 222% with HubSpot

GigMasters improves onboarding and retention with HubSpot

Finnish Duo Partner with HubSpot to Transform Agency and Triple Revenue

Thought Leader Systems Leads the Way as a HubSpot Partner

Winbound Increases Revenue by 100% as a HubSpot Partner

TPD Cuts Client Onboarding Time by 75% by Using HubSpot

With a Knowledge Base, MMLJ’s Customers Gladly Skip the Service Queue [Customer Story]

HubSpot CRM Leads to Full Mid-Range Agency Retainer

Whitby Increases Organic Website Traffic by 58% using HubSpot

Dutch Entrepreneur Establishes Inbound Marketing Agency in Untapped Market

STRATENET Pivots to Inbound and Soars as a HubSpot Partner

How Yoga International used Service Hub to Decrease Churn 20%

How Ceros Boosted Leads Using HubSpot

Campmany Abogados Increases Client Numbers By 7X With HubSpot

ArchiMedia Boosts Turnover by 30% with HubSpot

Spitfire Inbound Flies High as a HubSpot Partner

MO Agency Boosts Turnover by 40% as a HubSpot Partner

Agency Converts 100% of Revenue into Retainers Using HubSpot

StoreHub Boosts Conversion Rates by 20% with HubSpot

Latigid Runs in the Portuguese Market as a HubSpot Partner

Marketing Agency Huify Grows Revenue 6X in 12 months using HubSpot CRM

Studio Proper Cuts Sales Cycle in Half, Grows Revenue by 35%

Happy Marketer Achieves a 23% Submission Rate With HubSpot

Brauer Increases Database by 325% With HubSpot

Australian Education Company Boosts Leads and Sales Efficiency

Japanese Company SoldOut Leverages Inbound Marketing to Deliver Efficiencies and Business Growth

Spanish Partner InboundCycle Doubles Revenue with HubSpot

Concentrate Transforms Lead Generation Through HubSpot

Digital Marketing Agency SpinWeb Grows Sales Pipeline Ninefold Using HubSpot

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HubSpot: Inbound Marketing and Web 2.0

By: Thomas Steenburgh, Jill Avery, Naseem Dahod

The case 'HubSpot: Inbound Marketing and Web 2.0' introduces the concept of inbound marketing, pulling customer prospects toward a business through the use of Web 2.0 tools and applications like…

• Length: 21 page(s)
• Publication Date: May 15, 2009
• Discipline: Marketing
• Product #: 509049-PDF-ENG

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The case 'HubSpot: Inbound Marketing and Web 2.0' introduces the concept of inbound marketing, pulling customer prospects toward a business through the use of Web 2.0 tools and applications like blogging, search engine optimization, and social media. Students follow the growth of HubSpot, an entrepreneurial venture which, in its quest for growth, faces significant challenges including: developing market segmentation and targeting strategies to decide which customer to serve and which to turn away, configuring pricing strategies to align with the value delivery stream customers experience, and determining whether inbound marketing programs can generate enough scale or whether traditional outbound marketing methods need to be employed to accelerate growth.

Learning Objectives

To explore the opportunities and challenges presented by an emerging Web

2.0 inbound marketing model of marketing communications pertaining to segmentation and targeting, pricing, and driving growth for an entrepreneurial start-up.

May 15, 2009 (Revised: Jan 24, 2011)

Discipline:

Harvard Business School

509049-PDF-ENG

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