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How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

• Why Case Studies are a Popular Marketing Technique 

Popular Case Study Format Types

How to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips! 

Why Case Studies are a Popular Marketing Technique 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques. 

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business

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Case Study Pitch Deck Template

This article provides a comprehensive overview of how to best utilize a case study pitch deck template to create an effective presentation that will capture the attention of potential investors and stakeholders. A case study pitch deck is a powerful tool used by entrepreneurs to showcase their business concept and explain why it is a sound investment. It typically outlines the objectives, strategies, and tactics of the business, as well as the team members and their qualifications. By following the steps outlined in this article, you will be able to create a case study pitch deck that is both compelling and persuasive.

• Introduction:
• Introduce the company and the problem they're trying to solve.
• Describe how this case study will show how the company has solved the problem.
• Overview of the Company:
• Provide background information on the company and its mission.
• Describe the company's products and services.
• Highlight key milestones and achievements.
• The Problem:
• Describe the problem the company was facing.
• Explain why the problem needed to be addressed.
• The Solution:
• Describe the solution the company implemented.
• Explain how the solution solved the problem.
• Showcase any successes that resulted from the solution.
• Showcase the results achieved as a result of the solution.
• Provide evidence of how the solution solved the problem.
• Highlight any noteworthy successes.
• Conclusion:
• Summarize the case study and the results achieved.
• Provide a call-to-action for potential customers.

Tips for Creating a Great Case Study Pitch Deck

Start with a comprehensive, yet succinct overview of the case study. make sure to cover the purpose of the study, the methodology behind it, and the results..

The key to starting with a comprehensive yet succinct overview of your case study is to do your research. Find out everything that has been written about your topic, and write your overview accordingly. Don't write as if you are the first person to write about your topic. Write as if you are the latest person to write about it.

The methodology behind your case study is just as important as the results, so don't leave it out. And if you do leave out one or the other, it better be for good reason.

Utilize visuals and graphics to help tell the story and make it easier for readers to follow along. This could include charts, diagrams, infographics, photos, and videos.

The first step to making a successful visual narrative is identifying the narrative you want to tell.

The best kinds of visual stories tell a narrative that is easy to understand and relatable to your audience. Visual stories are an excellent way to share your brand's story with your audience.

The key to creating a successful story is to know what you want to tell, then tell it in a way that's easy to understand. Feel free to use photos, graphics, GIFs, and videos. Use your creativity to tell your story!

For example, if your brand is known for being a fun and vibrant brand, then you can tell a visual story about your brand through photos of smiling people wearing your product. This will help your audience connect with your business and understand what your brand is all about.

Focus on the key takeaways from the case study, and how they can benefit the reader or the reader's business. Make sure to emphasize the actionable insights and potential for success that the case study can provide.

The most important tip we can give is to make your case study stand out from the crowd is to make it human. People love stories, and they love to see how other people have overcome obstacles, exceeded expectations, and achieved great things. Your readers are thinking, Could this story happen to me? Your job as the writer is to make your case study relatable and human.

Another tip is to start with a hook. Hooks help your readers remember the story and want to keep reading. For example, He was in a bad place. He'd lost everything. But then he met this man. Now he's a millionaire.

Gino's advice is spot-on. Your case study should start with a hook that immediately grabs the reader's attention and makes them want to keep reading. The first few sentences of your case study should also be structured in such a way that they're easy to understand and follow.

Many writers make the mistake of writing in a way that is too technical or too wordy. Remember, your audience is generally skimming the content, so make sure your sentences are short and to the point.

To do this, you can use simple language and structure your sentences in a way that starts with the most important information and works its way down. The goal is to keep your audience engaged and not bogged down with unnecessary details or difficult language.

For example, instead of writing We were able to increase sales by 15% using a new sales strategy, you can write We increased sales by 15% using a new sales strategy. The latter is more concise and easier to read.

Here's another example: The experiment took place over a period of three months and involved 50 participants. This can be rewritten as We ran an experiment for three months involving 50 participants.

Finally, remember that you're not writing a novel " so don't get bogged down with unnecessary details or run-on sentences. Keep your case study short and to the point, and you'll do just fine.

Frequently Asked Questions

How can i create a case study pitch deck.

You can use a case study pitch deck to highlight the benefits and results of your company's products or services. You can use a case study to demonstrate your company's expertise and value. It's a great way to show potential clients how you can help them.

A strong case study will highlight your company's strengths and abilities, while also demonstrating your expertise and value. It will also show how your company can help potential clients.

What are the most important aspects of case study pitch deck?

In order to convince investors that you have a great business idea, you'll have to prove that customers love your product or service. The best way to do this is with case studies.

A pitch deck should include at least 5-10 case studies from customers who have had great experiences using your product or service. You can also include quotes from these customers explaining why they love your business.

Why is it important that you create a case study pitch deck?

Case studies help customers visualize how your product or service works in a real-life scenario. They provide tangible evidence of your product's efficacy. And they're an effective way to demonstrate your company's expertise. This is why it's important to create a case study pitch deck.

What are case studies pitch decks for?

Case studies are an excellent way to demonstrate the value of your services, especially if your target audience is highly skeptical. The goal of a case study is not just to show how you helped a client but also to show how you helped them achieve their goals. The best way to do this is to show the entire process, from start to finish.

When creating a pitch deck for a case study, it's important to include as much detail as possible. This will allow you to show the entire process from start to finish. You'll want to include information about your client, their business, and their goals. You'll also want to include information about your services and how you were able to help them achieve their goals.

What are some extra considerations for improving my case study pitch deck?

Your pitch deck should include a story that shows how your company and product are solving a problem in a unique way. The story should be told through data, but it should be presented in a way that is accessible and easy to understand. It is also important to include visuals that support the story being told.

What are some resources for creating a case study pitch deck?

The best way to create a case study pitch deck is to start with a piece of qualitative content, like a case study, and turn it into a deck. There are a lot of templates out there that you can use to start writing your pitch deck. Our favorite is the one we provide at the beginning, which is based on a deck that we use internally.

What's a good tip for creating a case study pitch deck?

Creating a case study pitch deck is a difficult task, because you have to present your company in the best light possible. You have to show how your business has helped the other company and why it will do the same for yours.

How can I make sure my case study pitch deck is successful?

You'll need to make sure your pitch deck is professional and polished. This means:

• Checking spelling, formatting, and grammar
• Staying away from clichs and buzzwords
• Using high-quality images and graphics
• Creating a professional-looking presentation
• Using a slideshow instead of a document
• Make sure your presentation is easy to follow
• Make sure you have a compelling story to tell

What are some common mistakes people make when creating a case study pitch deck?

Including the wrong information in your case study pitch deck is a common mistake. You want to highlight the most important information that is going to impress your potential investors. Make sure you are providing the correct information to avoid confusing your investors. Confusing the investors is a common mistake people make when creating a case study pitch deck.

How can I avoid making mistakes when creating a case study pitch deck?

One of the most common mistakes is neglecting the importance of the cover page. The cover page is the first thing that your audience sees, and if it isn't eye-catching or interesting, it can leave a bad first impression. You should always include a cover page, even if it's just your company logo. A cover page is a great opportunity to show your audience that you're a professional with a lot of experience in your field, and you should use it to your advantage to make a great first impression.

What are some things I should keep in mind when creating a case study pitch deck?

Case studies are an extremely effective way to demonstrate the value your business provides to its customers. When crafting your pitch deck, it's important to remember that case studies should be more than just a rosy picture of your client's experience with your business.

In order to be truly effective, case studies should also include any challenges or obstacles that were overcome during the process. This will help show potential clients that your business is able to adapt and overcome any obstacles that may arise. Additionally, it will help build trust and credibility with potential clients.

Is there anything else I should know about creating a case study pitch deck?

It's important to customize your deck for each potential customer you meet with. Make sure you're including information about the specific challenges your customer is facing and the value your product or service will provide. If you're pitching to multiple customers, you may want to make a separate deck for each.

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10+ Successful Case Study Presentation Templates

Immerse yourself in a collection of successful case study presentations that inspire and captivate. Check out different types of case study presentation templates tailored for highlighting long-term engagements, successful product implementations, and problem-solving approaches.

Case studies are and will always be an integral part of the business world hence the need for winning case study templates. Whether it is to analyze internal problems and find solutions or convince a client of your capabilities; case study presentations are always involved in the process.

In the following sections, you will understand what goes into making an impactful case study presentation. Using this information, you will find it easy to convince your audience about your solutions, using a well-structured argument.

What Is A Case Study?

A case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, that convinces the audience for your research. Think of it as a solution, to a well-defined question asked of you. Should the company expand in this market? Should we launch this product? What is the reason for our reduced sales? Why are you the best person for the client’s project offering? All these questions are backed by immaculate case study presentations.

This begs the question, when should one do a case study analysis? Some of the scenarios where case studies become necessary are –

• Convincing clients of the benefits of your services and capabilities.
• Analyzing and presenting solutions to internal issues for a company.
• Offering real-life examples to back your arguments.
• Systematic discussion on the viability of an idea, with respect to the effect on the firm (client or self).

The task here is not only to find a solution but also to influence the audience with your findings. Organizing a lot of information in a succinct and engaging manner for your clients and stakeholders is important. Hence, is a need for an excellent case study presentation template.

Features Of Effective Case Study Presentations

A good case study presentation should be:

• Brief and highlight the essentials
• Clear and concise
• Describe your vision clearly
• Demonstrate the value and benefit the project brings to the business or client
• Consistent in style

Key Elements Of A Winning Case Study Presentation

Before we jump into case study examples, let’s understand the effective structure of a good case study presentation template. A good case study design can be generally structured in the following sections:

This section provides a succinct and effective executive summary for corporate leaders to peruse through quickly.READ MORE: How to write an executive summary?

This section of your case analysis template details the purpose of your analysis. This puts together all the problems that you intend to answer through your case study.

The idea description section is the heart of your case study. It is where you detail your solution, explain the reasoning, and describe why your solution is the best one to follow.

Here is where the administration will be convinced that your idea is worth consideration. You need to explain to your audience that what you are proposing, has a considerable impact on their business or project. Or something like – how clients who used your solution, services, or products benefited financially.

In this final section of your case study slide, you discuss all the planning, considerations, risks, and metrics you will need to execute your solution. Or how you conducted the action steps for your clients to achieve the desired results. What were the Project KPIs , issues, and risks, for the managers and how did you mitigate them?

Tips For Excellent Case Study Presentation

Follow the tips below for a successful case study presentation:

• The Key Points
• Icons and Data
• Designing Scientifically
• Content Is King

1. The Key Points

It is important to highlight the key takeaway in your study, throughout your case study. While choosing or designing your PowerPoint template , you should make sure that each section has enough potential to show the key takeaway, which is your strongest argument, in prominence. Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report.

2. Icons and Data

Nothing backs your arguments more than hard, quantifiable facts. In today’s terminology, we call these facts, data. Use relevant and key data points and present them in a structured manner in your case study PPT to convince the audience.

Further, use understandable PowerPoint icons to summarize and anchor data points, such that they draw direct attention of the viewer. Icons also provide easier readability to the case study template, as one can simply look for the icon to search for the required information.

3. Designing Scientifically

Presentation designing is not only an art but also a part of science. There are well-studied visual design principles , that raise your chances of success.

• Visual Hierarchy:  Use the  principles of visual hierarchy , and create a contrast between the important information, and the background matter, to draw attention to the right material on the page
• Professional Colors:  Use  effective color schemes  that suit the environment and your pitch, to showcase your professionalism. It takes one wrong color, to create the impression of a sloppy firm. A good tip will be to use the monochromatic theme, which is a classic professional color scheme.
• Engaging Visuals:  You can load your pages with a plethora of information, believing that it will convince your audience. But an overload of text and numbers just disinterests the viewer, weakening your case. Hence use engaging visuals, images, icons, graphs, charts, etc., that keep your viewer interested and convey the information without stressing too much of their grey matter .

4. Content is King

While I have mentioned a general structure for case study examples in the previous section, some points should be remembered to create engaging content.

• Research Thoroughly:  It goes without saying that you should keep your research thorough and inclusive. Research the company, the client, the problem statement, the solution, and every single data you have mentioned in your solution. Also be prepared for things that you are not writing about, such as alternate solutions, market changes, legal hassles, and finer details of your proposals. Under-preparedness or false claims will definitely pull the rug from under you!
• Language of the Professionals:  Instead of using passive language like that of a research paper, use active and action-based language. This language should be persuasive, and engaging. For example, instead of writing “customer numbers increased by 10% in the last year”, use “10% more customers choose our services over others, over the last year.” This simple shift makes it more convincing and exciting for the reader.
• Be client-oriented:  Case studies are an effective marketing tool to convince your clients. So, while creating a case study PPT, keep your clients in your mind. Wear their shoes and ask, what is it that they are looking for, and how can you present it right in front of them!

Different Type Of Case Study Presentation Templates

Find below a multitude of attractive, and impactful case study PowerPoint templates that are ready to use, specifically for business professionals:

To highlight a long-term successful engagement with the client

To showcase a successful product implementation with the client

To showcase detailed client engagement

To present a project’s success in a concise manner

To showcase a detailed problem-solving approach

BONUS: Free Case Study Template

Conducting a case study is a delicate yet enormous task, which needs to be performed carefully, and comprehensively. You need to be well aware of the problem you are solving, and bring out the best solution possible for it. A good case study helps you to support your argument, and convince your audience. Following the tips mentioned above, you can create a sharp, professional, and complete case study for your business, which will give impact and strengthen your argument.

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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-1l9i3yq-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;cursor:pointer;}.css-1l9i3yq-Link[class][class][class][class][class]{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-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']{color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:hover{color:#2b2358;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']{color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:hover{color:#a8a5a0;}.css-1l9i3yq-Link[class][class][class][class][class][data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1l9i3yq-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1l9i3yq-Link[class][class][class][class][class][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.

2. Taylor Guitars and Airtable

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.

3. EndeavourX and Figma

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. 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. 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. 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 . 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 . 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 . 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. 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.

11. KFC and Contentful

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. 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.

13. Spotify and Salesforce

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.

Takeaway: Invest in videos that capture and promote your partnership with your case study subject. Video content plays a promotional role that extends beyond the case study in social media and marketing initiatives .

14. Benchling and Airtable

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.

15. Chipotle and Hubble

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.

16. Hudl and Zapier

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 Zapier format provides nuggets of high-level insights, milestones, and achievements, as well as the challenge, solution, and results. My favorite part of this case study is how it's supplemented with a blog post detailing how Hudl uses Zapier automation to build a seamless user experience.

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.

Writing a good case study comes down to a mix of creativity, branding, and the capacity to invest in the project. With those details in mind, here are some case study tips to follow:

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.

In fact, with the right technology, it can be refined to work better . Explore how Zapier's automation features can help drive results for your case study by making your case study a part of a developed workflow that creates a user journey through your website, your case studies, and into the pipeline.

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:

How Hudl uses automation to create a seamless user experience

How to make your case studies high-stakes—and why it matters

How experts write case studies that convert, not bore

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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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Business Case Deck Template: Best Practices and Examples

A business case deck is a document used in SaaS teams to show potential customers why their product is the best solution for their business needs. These decks are typically created by sales or customer success teams, and they are presented to potential customers during the sales process.

👉 See an example of a full business case deck here, with tips for how to build one slide-by-slide .

The business case deck is a comprehensive and visual document, typically made up of the following elements.

What to include in a business case deck

• Introduction: A brief overview of the product and the purpose of the presentation.
• Customer challenges: A discussion of the challenges that the potential customer is facing in their business and how the product can address those challenges.
• Product features and benefits: A detailed overview of the product's features and benefits, including how they can be used to meet the customer's specific needs.
• Cost and ROI: A discussion of the cost of the product and the potential return on investment (ROI) for the customer, including any cost savings or revenue growth opportunities.
• Implementation and support: A discussion of the implementation process and the support that the customer can expect from the SaaS provider.
• Success stories and testimonials: Examples of how the product has been successful for other customers in similar industries or with similar business challenges.
• Next steps: A clear call to action and timeline for the potential customer to move forward with the product, such as an onboarding plan, scheduling a demo, or signing up for a trial.

A business case deck should provide a compelling argument for why a potential customer should choose your product over other solutions. It should clearly demonstrate how the product can address the customer's specific challenges and provide a positive ROI, while also highlighting the strengths and benefits of the product. 

Business case decks can be time-consuming to create manually, and even if yours is working, it may be time to make some updates or make the process scalable. Next time you need to build a business case deck for your customers, use this template — it’s full of tips, best practices, and examples of what a successful business case deck should look like.

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Blog Graphic Design 30+ Best Pitch Deck Examples, Tips & Templates

30+ Best Pitch Deck Examples, Tips & Templates

Written by: Ryan McCready Jul 04, 2023

A startup is, by definition, a fast-growing company. And to grow you need funding.

Enter the pitch deck.

Haven’t created a winning pitch deck before? No worries. You’ll find a ton of pre-made pitch deck templates and designs inspired by the examples throughout.

Then, use Venngage’s Presentation Maker to easily edit the templates — no technical expertise required.

A well-designed pitch deck is vital to convincing investors that your company has massive growth potential, so you can get the resources you need to scale.

In this post, we’ll look at the best startup pitch deck examples from heavy-hitters such as Guy Kawasaki, Airbnb, Uber and Facebook. We’ll also uncover the secrets of their successful startup pitch decks, and how you can leverage them to attract investor dollars, bring on new business partners and win new client contracts.

 Table of contents (click to jump ahead):

• What is a pitch deck?

What is the purpose of a pitch deck?

What makes a good pitch deck, best pitch deck examples & sample pitch deck templates, what is the difference between a pitch deck vs business plan, pitch deck faq, create a pitch deck in 4 easy steps, what is a pitch deck .

A pitch deck is a presentation created to raise venture capital for your business. In order to gain buy-in and drum up financial support from potential investors, these presentations outline everything from why your business exists, to your business model, progress or milestones , your team, and a call-to-action.

The best startup pitch decks can help you:

• Prove the value of your business
• Simplify complex ideas so your audience can understand them (and get on board)
• Differentiate your business from competitors
• Tell the story behind your company to your target audience (and make that story exciting)

What is a pitch deck presentation?

A pitch deck presentation is a slideshow that introduces a business idea, product, or service to investors. Typically consisting of 10–20 slides, a pitch deck is used to persuade potential investors to provide funding for a business. It serves as a comprehensive overview of your company, outlining your business model, the problem you solve, the market opportunity you address, your key team members, and your financial projections.

The purpose of a pitch deck presentation can be to generate interest, secure funding, form partnerships or gain clients. A well-crafted pitch deck can greatly support a pitch deck presentation by effectively conveying the key messages, engaging the audience , and enhancing the overall impact of the presentation.

Great. Now let’s take a look at the elements of a good pitch deck.

To summarize, some of my favorite pitch deck design tips include:

• Adding icon headers to your most important insights
• Use similar charts and graphs for easy comparisons across slides
• For longer pitch decks, switch up the slide layouts
• Pick a consistent theme for your presentation background images
• Don’t just list your ideal users, create visual personas
• Use a timeline to show how your company has grown
• Always do the math for your audience

Now let’s take a look at some of the best startup pitch deck examples out there. 

1.  Sequoia capital pitch deck

How much did they raise? Sequoia Capital is actually a Venture Capital firm. According to TechCrunch , they’ve raised almost $1B for later-stage U.S. investments.

Key takeaway : “If you can’t tell the story of the company in five minutes, then you’re either overthinking it or you haven’t simplified it down enough.” – Mike Vernal, Sequoia Capital

VC firm Sequoia Capital has its own  10-slide pitch deck format to rival Guy Kawasaki’s famous example that we’ll take a look at a little later on. Its highly-curated, clarified format shines a spotlight on innovative ideas.

As the video above suggests, effectively communicating your mission, not just listing features, is key. Below is our take on the Sequoia Capital pitch deck example; you’ll find it clean, clear and easy to create.

Design tip : Click the blue background and select a new color from our color wheel (or one of your own brand colors via My Brand Kit, available with Venngage for Business ) to create a pitch deck with your branding.

Related:  How to Make Successful Financial Pitch Decks For Startups

Blue and pink iconics pitch deck

Ready to try it for yourself? Add a pop of color to your version of the Sequoia pitch deck template with this pink and blue slide deck. The contrasting colors will make your information stand out.

2. Airbnb pitch deck

How much did they raise?  $20k at three months and $600k at eight months (seed), according to Vator .

Key takeaway: A large marketplace, impressive rate of traction and a market ready for a new competitor are the factors which made Airbnb stand out early on, says Fast Company. The organization’s slide deck clearly demonstrates these points.

Your pitch deck should explain the core information in your business plan in a simple and straightforward way. Few startups have done this as well as Airbnb.

We’ve re-designed Airbnb’s famous deck as two light and airy sample pitch deck templates. The focus here is on engaging visuals, with minimal text used.

Airbnb fundraising slide deck

This type of deck is also called a demo day presentation .  Since its going to be viewed from a distance by investors while you present, you don’t need lots of text to get your message across. The point is to complement your speech, not distract from it.

Another great thing about Airbnb’s fundraising slide deck format is that every slide has a maximum of three sections of information:

As one of the most popular presentation layouts , the rule of three design principle has been drilled into my head. And for good reason!

Here’s one of the slides that demonstrates why this pitch deck design tip works:

VIDEO TUTORIAL:  Learn how to customize this pitch deck template by watching this quick 8-minute video.

Minimalist Airbnb pitch deck template

This simple sample pitch deck template is clean and incredibly easy to customize, making it perfect for presentation newbies.

Don’t forget to insert your own tagline instead of the famous “Book rooms with locals, rather than hotels” slogan. Hint: your tagline should similarly convey what your business offers. Airbnb’s pitch deck offers up tantalizing benefits: cost savings, an insider’s perspective on a location and new possibilities.

Design tip : Click the text boxes in our online editor and add your own words to the pitch decks. Duplicate slides you like, or delete the ones you don’t.

Related:  How to Create an Effective Pitch Deck Design [+Examples]

3. Uber pitch deck

How much did they raise? $1.57M in seed funding in 2010, reports Business Insider .

Key takeaway : Successful pitch decks clearly highlight the key pain point (the inefficiency of cabs) and a tantalizing solution (fast, convenient 1-click ordering).

Uber co-founder Garrett Camp shared the company’s very first pitch deck from 2008 via a  Medium post .

While there’s a surprising amount of text, it still manages to hit on every major part of their business plan succinctly — including key differentiators, use cases and best/worst-case scenarios.

Want something similar? We’ve updated the classic Uber pitch deck template with a sharp layout:

Uber investor deck

Many of the best pitch deck presentations out there are rather brief, only covering a few main points across a handful of slides. But sometimes your deck needs to provide more information.

There’s nothing wrong with having a longer investor pitch deck, as long as you switch up the slide layouts throughout — no one wants to see basically the same slide (just with different metrics or points) 25 times over.

This sample pitch deck template we created based on the infamous Uber deck has 20 or more slides and a diversity of layout options:

Design tip : Replace the photos with your own or browse our in-editor library with thousands of free professional stock images. To do so, double click any image to open our “replace” feature. Then, search for photos by keyword.

Blue Uber slide deck

In this navy version of the Uber pitch deck template, we’ve added bright colors and creative layouts.

Again, it’s easy to swap out the icons in our online editor. Choose from thousands of free icons in our in-editor library to make it your own.

Related : 9 Tips for Improving Your Presentation Skills For Your Next Meeting

4. Guy Kawasaki pitch deck

How much did they raise?  Guy Kawasaki’s Garage Capital raised more than $315 million dollars for its clients, according to one estimate .

Key takeaway : Avoid in-depth technical discussions in your pitch deck. Focus on the pain point you’re solving, how you’ll solve it, how you’ll make money and how you’ll reach custvomers.

Guy Kawasaki’s 10 slide outline is famous for its laser focus. He’s renowned for coining the 10/20/30 rule : 10 slides, 20 minutes and no fonts smaller than 30 point.

While you may be tempted to include as much of your business plan as possible in your pitch deck, his outline forces you to tease out your most important content and engage investors or clients within a short time span.

We’re recreated his famous outline in two winning templates you can adapt and make your own:

Gradient Guy Kawasaki pitch deck

This clean pitch deck template has all the sections you need and nothing you don’t.

Kawasaki’s format steers you towards what venture capitalists really care about : problem/solution, technology, competition, marketing plan, your team, financial projections and timeline.

Read our blog post on persuasive presentations for more design and speaking tips.

Design tip : Quickly add in charts and graphs with our in-editor chart maker. You can even import data from Excel or Google sheets.

Blue Guy Kawasaki pitch deck

This more conservative pitch deck template design keeps all the focus on the core information.

Remember: opt for a 30-point font or larger. This will force you to stick to your key points and explain them clearly. Anything smaller, and you’ll risk losing your audience — especially if they’re busy reading while tuning out what you’re actually saying.

5. Buffer pitch deck

How much did they raise?  $500k, according to Buffer’s co-founder Leo Widrich .

Key takeaway : The traction slide was key for Buffer: it showed they had a great product/market fit. If you have great traction, it’s much easier to raise funding.

What’s interesting about Buffer’s pitching process was the issue of competition, as that’s where many talks stalled. Investors became confused, since the social media landscape looked crowded and no one was sure how Buffer differed.

Eventually, they created this slide to clear the air:

To be frank, I’m still confused by this addition to the Buffer pitch deck, but perhaps their presentation would have cleared things up.

In any case, we’ve recreated Buffer’s pitch deck with its own traction, timeline and competitor slides, plus a clean new layout and some easy-to-customize icons:

Design tip : don’t forget to add a contact slide at the end of your pitch deck, like in the business pitch example below.

Because sometimes you’re going to pitch to a small room of investors. Other times, it will be to an auditorium full of random people in your industry. And I can guarantee that not everyone is going to know your brand off the top of their head.

You should make it extremely easy for people to find out more info or contact your team with any questions. I would recommend adding this to the last slide, as shown below.

Alternatively, you could add it to the slide that will be seen the longest in your pitch deck, like the title slide. This will help anyone interested write down your information as event organizers get things ready.

Related:  Creating a Pitch Deck? 5 Ways to Design a Winner

6. Facebook pitch deck

How much did they raise? $500K in angel funding from venture capitalist Peter Thiel (first round).

Key takeaway : If you don’t have revenue traction yet, lean heavily on other metrics , like customer base, user engagement and growth.  Use a timeline to tell a story about your company.

The best pitch decks tell the real story about your company or brand. You should not only want to sell the audience on your product but also on the hard work you’ve done building it from the ground up.

Design tip: Try data visualizations to relay a company or product timeline . Since people are familiar with the format and know how to read them quickly, you can convey the information impactfully and save room while you’re at it.

Here, Facebook’s classic pitch deck shows the incredible schools that’ve already signed on and describe when future launches will happen.

The sample pitch deck template featured below shows another example of a company or product timeline . This would have been a great fit in the Facebook pitch deck, don’t you think?

Plus you can summarize a ton of information about your brand on a single slide. Check out how well the timeline fits into this pitch deck template below:

If the designer wouldn’t have used a timeline, the same information could have been spread over five or six extra slides! Luckily, Venngage’s timeline maker can help you visualize progress across a period of time without any design experience required.

7. TikTok Pitch Deck

How much did they raise? $150.4M in funding in 2014 (back when TikTok was called Musical.ly), says Crunchbase .

Key takeaway : Use icons as visual anchors for written information.

(The full slide deck is available to Digiday subscribers , though you can view some of the key slides in this Medium post . Keep in mind: this TikTok pitch deck was created for potential advertisers, not investors. No other TikTok pitch decks are publicly available.)

What TikTok does really well in the above example is use icons as visual anchors for their stats. (I could write a whole article about using icons in your presentations correctly. There are so many ways you can use them to upgrade your slides.)

If you’re not sure what I’m talking about, just look at the slide deck template below.

Each of the main points has an icon that gives instant visual context about what the stat is about to the audience. These icons draw the eye immediately to these important facts and figures as well.

Design tip: Remember to use icons that have a similar style and color palette. Otherwise, you run the risk of them becoming a distraction.

8. Y Combinator pitch deck

How much did they raise? This startup accelerator has invested in over 3,500 startups to date, according to the company website . They state their combined valuation nears $1 trillion.

Key takeaway : Create clear, concise pitch deck slides that tell a story investors can understand in seconds.

The classic Y Combinator pitch deck is incredibly simple, and for good reason. Seed stage companies can’t provide much detail, so they should focus on telling a story about their company.

That means your slides should tell a story investors can immediately understand in a glance.

Note that one of Y Combinator’s key components is the problem (above) and solution (below) slides.

Explaining how your startup is going to solve a pain point is a vital part of any slide deck. According to Y Combinator , startups should use the problem slide to show the problem your business solves, and how this problem currently affects businesses and/or people. Additionally, if you’re starting a new startup, forming an LLC could be a great choice to launch your business in the right direction, especially if you are focused on asset protection .

Without that information, investors are going to be left with more questions than answers.

The solution slide should show the real-world benefits of your product/service. I recommend using data visualization to show traction, like the chart above, with a couple of notes for context.

To ensure your problem and solutions slides are easily understood, use a similar layout for both, as shown below.

This will help the audience quickly recall the main problem you want to solve, and connect it to your solution (even if the slides are separated by a few other points or ideas).

9. Front pitch deck

How much did they raise ? $10M in Series A funding

Key takeaway : Use a simple flowchart to visualize a problem your product/service solves.

Not everyone is going to be able to explain their problem and solution as succinctly as the previous examples. Some will need to take a unique approach to get their point across.

That’s why I want to highlight how Front masterfully communicated the problem to be solved. They likely realized it would be a lot easier (and cleaner) to create a flow chart that visualizes the problem instead of text. (Did I mention you can make your own flowcharts with Venngage?)

Also, I really like how they distilled each down to a single phrase. That approach, combined with the visuals, will help it stick in investors’ minds as one of the best pitch decks.

Here’s another example pitch deck that uses a chart to convey their problem/solution:

It splits the competition slide right down the middle to illustrate the differences. It also shows exactly how the processes differ between the two entities using mini flowcharts.

Helping the audience make the right conclusions about your company should be an important part of your pitch deck strategy. Without saying a word, the visual choices you make can greatly impact your message.

10. Crema pitch deck

How much did they raise? $175K in seed funding .

Key takeaway : Choose background images carefully — making sure they have a similar color palette.

The best pitch decks keep things consistent, mainly because there are so many moving parts in any presentation. You want each of your slides to feel like they’re connected by a singular feeling or theme. An out-of-place presentation background image can throw that off.

Keeping things consistent when you use a solid background color or pattern isn’t hard. But things can get tricky if you want to use different photos for your backgrounds.

However, if you pick presentation background images that have a similar color palette, you’ll be fine. Check out the images Crema used in their startup pitch deck below:

If you’re struggling to find exactly the same colored photos, you can use a color filter to make things more uniform.

11. WeWork pitch deck

How much did they raise? $6.9M in seed funding in 2011, says Crunchbase .

Key takeaway : Put your metrics on display.

The behemoths at WeWork still have one of the best software pitch decks, despite recent troubles (layoffs, and a valuation that dropped from $47 billion to $2.9 billion).

In fact, this investor pitch deck actually helped them raise money at a $5 billion valuation.

My favorite thing from this is how their key metrics are on the second slide. They waste no time getting down to business!

A lot of the time brands hide these metrics at the end of their presentation, but WeWork made sure to put it front and center in their slide deck.

This approach puts the audience in a positive state of mind, helping them be more receptive to the pitch.

12. Crew (Dribble) pitch deck

How much did they raise? $2M in seed funding

Key takeaway : Start your presentation with a simple statement to set the tone.

Sometimes you have to set the mood of the room before you jump into your slide deck. A simple way to do this is by adding a powerful statement or famous quote at the beginning of your slides.

This may sound cliche, but the creatives over at Crew (now Dribbble ) used this approach well in their pitch presentation.

By claiming that every business is an online business, they instantly change the way that people think about the business sector.

Additionally, the designers used this straightforward statement to set up the rest of the presentation. In the next few slides, the potential market is explained. Without the statement, I don’t think these numbers would be as impactful.

Let’s take a look at the graphs and charts the Dribble team used in their slide deck. In the below business pitch example, you can see that the line charts use the same color palette, size, and typography.

One of my favorite tips from my presentation ideas roundup article states you should never make the audience do the math.

You can also use this mantra when you’re adding data visualizations to your slides. Make each slide extra easy to consume, as well as, easy to compare to other visualizations.

Below the pie charts use the exact same color palette, size, and typography as well:

If the designers would have used a different example, the audience would be distracted trying to decipher the information.

But consistent design across multiple visualizations will ensure your audience can make comparisons that lead to the right conclusions.

Pro Tip: You can use a comparison infographic to summarize key points you’re comparing.

13. Aspire Food Group pitch deck

How much did they raise? $1M from the Hult Prize in 2013 to scale their project.

Key takeaway : Simple graphics clearly illustrate the problem (food security), the size of the market and Aspire’s unique farming project (spoiler alert: it’s insects).

Nonprofits pitching donors or social enterprises pitching for funding have a slightly different challenge than other organizations. They need to present a unique solution and  make an emotional connection to their audience.

Aspire’s simple pitch deck graphics allow investors to grasp their unique business idea at a glance. Plus, by introducing the audience to one of their customers and describing how insect farming has impacted her food budget, the concept is made relatable to many.

Another simple design hack is to choose a unique background for your nonprofit or social enterprise pick deck. Take this sample pitch deck template:

There are millions of stock photos out there for you to pick from, so finding one that will work shouldn’t be too hard.

However, when you’re picking your presentation background images , it’s important to make sure it matches your message or brand.

In the above example, the pitch deck’s slightly crumpled paper background fits an eco-friendly startup well.   Especially because eco-friendly living and minimalism share similar tenants.

Another great example is this sponsorship pitch deck above. It elevates the message by opting for a simplistic background choice.

With a beautiful yet minimalistic slide deck like this, who wouldn’t want to donate?

Most of the time your pitch deck background images are supposed to be used in a supporting role. However, you can also design your presentation around the background images to create some of the best pitch decks out there.

As you can see in this pitch deck template, we added written content to the white space in each of the stock photos:

Plus no one can really copy your pitch deck layout, so you will instantly stand out from other companies.

Be sure to pick photos that share the same color palette and theme. Otherwise, the benefits of using these presentation backgrounds will be lost.

14. Mattermark pitch deck

How much did they raise? A total of $17.2M so far, says Crunchbase .

Key takeaway : Use screenshots in your pitch deck to show the problem you’re solving.

Highlighting digital problems is tough when you have limited space and time…like when you’re pitching your new digital product to a room full of investors.

That’s why some of the best pitch decks include screenshots of the problem being solved.

As you can see above, the people from Mattermark used screenshots to show how unorganized SAAS reporting was. At that time it was spread over a ton of different sites, with different reporting standards and values.

It would be difficult to sell an investor on their product just by talking about the market. Mainly because not a lot of people have experience in that specific niche.

But with a handful of screenshots, they were able to highlight the product potential almost instantly.

In terms of design, the team at Mattermark stuck to the rule of three (see slide below). This rule will help you keep your team from overwhelming the audience with a flood of stats or figures.

They also decided to make these figures easier to consume by highlighting them in different colors

Compared to a boring list of figures, it’s a lot easier to remember three distinct colored numbers. Plus because the background colors darken as they go, it naturally guides the reader’s eyes down the slide.

15. Dwolla pitch deck

How much did they raise? $12M in funding as of 2018.

Key takeaway : Give the reason your company was founded in one quick sentence.

In many of our own presentations, we talk about how Venngage started from humble beginnings before undergoing tremendous growth in just a few years.

That’s because people love origin stories — they help your audience connect with your brand and appreciate all the work put into it.

Take a look at the pitch deck slide from Dwolla above. In a single sentence, they outline their reason for doing business, and what they hope to solve.

Just be sure to talk about your company founding in the first few slides of your pitch. Otherwise, it won’t have the same impact.

On another note, as a design company, we always love to see people create great visualizations in their pitch decks — particularly when these visuals communicate key information well….like when it comes to your ideal users!

I have seen a lot of brands just talk about their users, but I recommend creating visual user personas instead. Our persona guides can help you with this!

As you can see above, Dwolla visualized their user personas for each use case.

These visual user personas allow audiences to put a “real” face to your user base. And if you have many ideal users (like Dwolla), it helps keep each group organized.

16. Kickfolio (App.io) pitch deck 

How much did they raise? $1M in seed funding.

Key takeaway : Go for huge graphs! The bigger, the better.

Be proud of your brand’s growth and metrics in your slide deck.

You worked hard to grow a company from nothing, and that’s a big achievement! So why would you want to make that growth hard to see?

However, I’ve seen a lot of people inadvertently hide their key metrics by using small graphs or charts.

The only solution to this problem is…get bigger with your graphs! And I mean huge, like the ones App.io deployed in the pitch deck above. Their graph is so large and imposing, every audience member could see it clearly.

Venngage’s  graph maker can help you do this for your own pitch decks too.

17. Yalochat pitch deck

How much did they raise? $15M in Series B funding, says TechCrunch.

Key takeaway : Use icons as illustrations to add instant context.

Icons have been making a comeback in the design world over the past few years. According to recent reports on graphic design trends , they’ll continue to be popular.

This presentation from Yalochat is one of the best examples of how to use illustrated icons correctly.

Each icon perfectly illustrates the point being made on each slide, giving instant context. They will definitely catch the eyes of any audience member.

Just remember to follow their lead and  use consistently designed icons !

18. Brex pitch deck

How much did they raise? $1.5 billion to date.

Key takeaway : Include a single slide about your team and highlight what makes them truly exceptional.

Another important part of your story is the people who helped you build your company. These people are the lifeblood of your brand, and what helps it stand out from the competitors.

Corporate card startup Brex does this well by using team member photos, and including their titles and company affiliations to build credibility. You can download the Brex slides for free, thanks to Business Insider .

Let’s tale a look at a sample pitch deck that employs a similar philosophy.

I’m guessing you already planned on adding something similar to your pitch deck. Again, I would recommend using only a single team slide like they did.

You can use a team photo if you want to talk about the whole team, or add an organizational chart instead. Alternatively, like Brex, you can highlight the most important individuals, like this business pitch example:

Whatever you choose to do, don’t forget to talk about your team on a team slide, and highlight the people who make your company truly great.

Read More:  12+ Organizational Chart Examples and Templates

19. Purple Go pitch deck

How much did they raise? Undisclosed.

Key takeaway : Use a contrasting hue to draw your audience’s attention to key information.

Color isn’t just about making your designs look good — it can also draw your audience’s attention to important information.

For example, take a look at this simple pitch deck from Purple Go . They contrast deep purple with white to help certain sentences pop.

This is a simple way to make your slides have a lot of impact; pick colors that contrast boldly with each other.

20. Mint pitch deck

How much did they raise? $31M to date, according to Mint.

Key takeaway : Add visual cues, such as illustrations and icons, to help explain your brand to investors.

I’m guessing your pitch deck is already going to touch on how you stand out from the competition. But just listing a few things that set you apart may not be enough on your slide deck!

You may need to add some visual cues to help the audience out.

We decided to redesign Mint’s original deck for a contemporary take on this.

In this minimalist pitch deck template, our designers used visuals to make the main company stand out even more. And best of all, it doesn’t distract from the minimalist theme.

This simple addition to your slides will help your information jump off the page, providing a rewarding visual break from related companies.

21. Park Evergreen (Plot) pitch deck

How much did they raise? $400k in seed funding.

Key takeaway : Give each metric its own slide.

Generally, slide decks are full of important metrics that you’re supposed to remember. But not all of those numbers are presented in a way that would make them easy to.

Some are hidden in long paragraphs, while others are smashed together with less important findings.

That’s why I’m a huge fan of how Park Evergreen (now called Plot ) included important numbers in this slide deck. As you can see below, each metric is given its own slide:

With this approach, the audience members place their full attention on that number. And they’ll be able to recall the information a lot quicker.

It may look overly simple to some, but the best pitch decks use this tactic a lot.

22. Hampton Creek (Eat Just) pitch deck

How much did they raise? $1.5M in Series A.

Key takeaway : Create a minimalist title slide to build anticipation for your presentation.

You probably know that presentations don’t always run as smoothly as planned. With long breaks and technical problems, the time between presentations can end up running rather long.

Translation: you might spend more time looking at the title slide than the actual presentation itself.

So if you really want to build some anticipation for your pitch, create a minimalist (some might even say, mysterious) title slide. As you can see, the team at Eat Just (once known as Hampton Creek) did just that.

The lack of information makes spectators want to learn more about your brand, effortlessly engaging them.

The only negative is that no one is going to know the name of your company — yet.

23. Sickweather pitch deck

How much did they raise? $2.6M to date, according to Crunchbase.

Key takeaway : Pull out the main metrics from your graphs and charts to make your slide a snap to understand.

Remember when I said: “Don’t make your audience do the math”?

Yeah. That’s because people hate doing math — so you never want to make investors try to calculate your data themselves. Especially when dealing with millions of dollars, tiny percent changes or other complicated numbers.

Out of all the tips in this article, this one might be the most important. Mainly because forgetting this idea all but guarantees your failure.

That’s why I recommend you “do the math” on every slide where you include a graph or chart — like how Sickweather did above.

By pulling out the main growth metrics from the graph, they made this slide a lot more consumable, and showed the audience exactly what they should pay attention to.

24. Dutchie pitch deck

How much did they raise? $35M in 2020, according to TechCrunch .

Key takeaway : Set the tone by putting your most impressive stat(s) in the introduction.

Dutchie, an all-in-one technology platform for eCommerce, POS and payments, wastes no time coming out the gates with one impressive insight: “10% of all legal cannabis in the world” is purchased through their product.

Now I don’t know about you, but that’s pretty tantalizing.

So it makes perfect sense they would pull it out from their market share figures and feature it in their introduction. By doing so, investors get an idea how successful and established Dutchie is right off the bat.

25. Studysmarter pitch deck

How much did they raise?  $15M according to TechCrunch .

Key takeaway : Illustrate your vision over several slides.

Rather than dedicate one slide to their vision for the company, digital learning company Studysmarter continuously brings up how their product will be understood in the future — as “the world’s central hub” for “lifelong” learning, becoming the “largest learning platform in Europe” by 2021.

While this visionary sentiment is not new to the pitch deck industry, it makes sense Studysmarter would want to focus much of their presentation slide deck on this idea: the idea of an unlimited target market and use cases.

Design wise, their illustrations are consistent, using visuals to illustrate their message and various target demographics.

These graphics build off the sleek, modern interface Studysmarter’s brand image invokes. It also illustrates what they want investors to envision for the future of the brand.

26. Clearbanc (Clearco) Pitch Deck

How much did they raise? $70M in series A funding, according to TechCrunch.

Key takeaway : Use flow charts to communicate complicated processes.

As a company that offers startups “growth capital for the new economy” through non-dilutive revenue-share agreements, Clearco (previously known as Clearbanc) wins big by communicating how the process works in less than a slide’s time.

That’s right: the company uses a flowchart .

For complicated business processes that would normally take several slides of text to communicate, a flowchart is a smart way to visualize a process while saving space and keeping your audience engaged.

Particularly for a company like Clearco, this is key for getting investors up to speed. Then you can move on to the other facts and figures they’ll surely want to hear.

27. Foursquare Pitch Deck

Key takeaway : Show how the end-product looks in your presentation.

Okay look, I get it. This slide deck from 2009 is certainly behind on times when it comes to design tips in this current day and age…

BUT take it back to more than a decade ago, and you’ll see why Foursquare’s pitch deck won big with investors.

As one of the first businesses to employ gamification, the company lets this selling proposition shine by using an iPhone graphic to show how the app’s points and badges look to the end-user. These visuals communicate the appeal by showcasing exactly how consumers will interact with, and understand, the product.

In essence, it takes the guesswork out of their pitch.

So while the text-heavy aspect of this sample pitch deck isn’t exactly ideal, their use of visuals can teach us a lesson.

28. TalentBase pitch deck

How much did they raise?   $330K to date.

Key takeaway : Let the numbers do the talking.

Rather than take up a ton of slide space in this pitch deck example, TalentBase, an affordable payroll solution , focused their real estate on the real deal-closers: the numbers.

While this won’t work for every business, as you may need to add more slides to truly explain the environment your organization exists in and your processes, TalentBase uses their positioning to drive forward a captivating narrative.

And this narrative utilizes only numbers to connect the dots in the mind of potential investors about the value TalentBase offers, in terms of market capture.

29. Peloton pitch deck

Key takeaway : Discuss both the tangible and intangible benefits your product offers.

In 2018, back before the real pandemic hey-day of this tech unicorn, Peloton dazzled in a funding round and managed to capture in $550M funding.

Part of this can be attributed to Peloton’s emphasis on the benefits it brings customers.

Across multiple slides, the exercise equipment and media company highlights how customers’ lives are improved in various emotional and functional ways. Since this connection lays the groundwork for long-term B2C relationships, investors can immediately identify the value encompassed by this modern fitness tool.

Looking to try something similar? Check out the below Peloton sample pitch deck, reimagined by our Venngage design team.

EDIT THIS PITCH DECK

30. Ledgy pitch deck

How much did they raise? $ 10M in September 2021.

Key takeaway : Cut down on space with text and graphics that follow a clear logical narrative.

In just seven slides, the equity management and investor relations platform, Ledgy, was able to convince their audience that their product was worth investing in.

By putting their mission first, and following it up with engaging visuals, the company tells a story despite using minimal text.

Yoko Spirig, CEO and co-founder of Ledgy, echoed this sentiment in an interview : “Starting with the ‘why’ lets you build the business case for the product, and create a logical narrative that investors can follow.”

That’s why, design-wise, this is one of the cleanest pitch deck examples in the bunch. It’s one of the shortest too.

I also appreciate how their brand colors are used in conjunction with white to keep everything consistent (something that Venngage’s automated branding feature My Brand Kit can help you out with).

A pitch deck and a business plan serve different purposes in the world of entrepreneurship, each playing a crucial role in showcasing and strategizing a business venture. The main distinction lies in their format, level of detail and intended audience.

Pitch decks typically consists of a series of carefully crafted slides, highlighting key aspects of the business such as the value proposition, target market, revenue model, competitive advantage and team expertise.

The goal is to pique interest, generate excitement and secure further engagement or funding opportunities. A pitch deck emphasizes storytelling, persuasive visuals, and concise messaging to create an impactful impression.

On the other hand, a business plan is a comprehensive and detailed document that provides an in-depth roadmap for the entire business venture. It outlines the company’s mission, vision, goals, market analysis, marketing strategies, operational details, financial projections and risk assessment.

A business plan serves as a strategic blueprint, guiding the entrepreneur and internal stakeholders in executing the business idea effectively. It tends to be more exhaustive, often spanning several pages or even chapters, and is typically presented in a written format.

What should a pitch deck contain?

A well-crafted pitch deck should contain key information that effectively communicates your business concept, value proposition, and growth potential. While the specific content may vary depending on your industry and target audience, here are the essential elements that a pitch deck should typically include:

• Problem statement
• Market opportunity
• Business model
• Competitive analysis
• Marketing and sales strategy
• Team members
• Financial projections
• Milestones and timeline
• Investment opportunity

Not a graphic designer? No sweat — creating your own pitch deck is a breeze using Venngage’s Presentation Maker . (We’ll go over the basics here; for a more in-depth look, check out this article .)

Step 1: Sign up on Venngage for free using your email, Gmail or Facebook account. If you already have an account, log in to access the platform.

Step 2: Browse through our selection of professionally designed pitch deck templates and select one that suits your needs and preferences.

Step 3: Once you’ve selected a template, start customizing it to match your branding and content. Venngage’s drag-and-drop editor allows you to easily modify every aspect of the template, including colors, fonts, images and layout. Replace the placeholder text with your own content, such as your company information, product or service details, market analysis and financial projections.

Note: there are hundreds of templates available that you can design and share for free. If you want to access certain designs, take advantage of in-editor features like My Brand Kit/Team collaboration .

Step 4: Once you’re satisfied with your design, you can download it in various formats such as PDF or PNG. Alternatively, you can use also Venngage’s sharing options to present your pitch deck directly from the platform or share it with others via a generated link.

To leave a lasting impression on your audience, consider transforming your slides into an interactive presentation. Here are 15  interactive presentation ideas  to enhance interactivity and engagement.

Now that you know how to create the best pitch decks to communicate your ideas, present your startup or raise venture capital, take action and start designing your own pitch deck today!

And if you want to learn more, there are a ton of other presentation design resources you can take a look at next:

• 20+ Business Pitch Deck Templates and Design Best Practices
• 120+ Best Presentation Ideas, Design Tips & Examples
• 15 Presentation Design Statistics to Know For 2019
• 7 Tips for Designing a Persuasive Presentation [Presentation Design Guide + Templates]
• 20+ Consulting Proposal Templates

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13) Moving digital transformation forward: Findings from the 2016 digital business global executive study and research report

This consulting slide deck is another design and storytelling win. If you observe carefully, the content is presented to its audience as a journey from the start (slide 7) to the end (slide 21). The information is shown with an infographic, but focuses and explains each component, so that the reader can easily absorb the information.

PWC Consulting Presentations

14) putting digital technology and data to work for tech cmo's.

This gem is another brilliant presentation example. Not only does it provide a step-by-step actionable recommendation (slides 15-18), but it gives a real case study afterwards. Many presentations supply data and recommendations without showing how they apply. Remember, success stories and testimonies boost your credibility.

15) PwC Trends in the workforce

Something fresh is always great. This consulting slide deck made our list because of the layout it uses on the left-hand side. Having a consistent, simple visual element (like a table of contents) helps engage the audience.

16) World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

It is difficult to retain information from presentations. This consulting slide deck is a notable example because it gives the audience a summary (slide 19) to ensure that the important learning points are not forgotten.

17) Business Pulse - Dual perspectives on the top 10 risks and opportunities 2013 and beyond

Whether you are giving a sales presentation or simply sharing information, speak to your audience. This exceptional consulting deck asks questions of the audience that are creative and intelligently crafted. Check out slides 2, 3 and 7.

18) How fit is your capital allocation strategy?

You don’t have to include everything. You can provide high-value additional content at the end of your presentation. Help your audience know what’s next.

19) The evolving value chain in life sciences

This is a good PowerPoint presentation example because it uses the company’s template and has the logo on every slide. Although it sounds like a small detail, including your logo on every slide increases familiarity and brand affinity, especially if your company is new.

20) The new revenue recognition standard for life sciences companies

What we can learn from this consulting slide deck (slide 3) is to remember to introduce yourselves... especially if you are presenting to a new group of people! Providing your particulars also enable you to network easily afterwards and boost your professional connections.

21) Cultural Times - The first global map of cultural and creative industries

Literary techniques can go beyond poems or plays. Use acronyms, alliteration, similes, and metaphors when presenting. In this PowerPoint presentation example, the speaker used 4Ds to help its audience remember the key points. Brilliant.

Ernst & Young Consulting Presentations

22) ey human capital conference 2012.

This pitch deck by EY addresses the complexities of managing employee mobility, focusing on the various considerations that both employers and employees must navigate. It covers essential topics such as risk management, ensuring the quality and effectiveness of mobility programs, compliance with legal requirements and the need for effective coordination and communication.

23) EY Price Point: global oil and gas market outlook

This pitch deck from EY presents a global outlook on the oil and gas market as we enter 2021 with a sense of cautious optimism regarding global health, the economy, and energy markets. The early approval and rollout of COVID-19 vaccines in the US and UK have injected hope, particularly highlighted by the swift development and reported efficacy exceeding 90%.

24) IBOR transition challenges and opportunities

This consulting slide deck outlines the agenda and provides an overview for a webinar focused on the IBOR transition within the asset management industry. The webinar aims to discuss various aspects of the transition, including its current progress, the implications for asset managers and their products, insights from European central banking working groups, and how different firms are handling the migration process.

25) Power transactions and trends Q2 2019 overview

This EY pitch deck provides an analysis of global power and utilities deal activity in the second quarter of 2019, highlighting a substantial 44% increase in deal value from the first quarter, totaling $26.8 billion. The Americas emerged as the region with the highest deal value, contributing $13.1 billion. Financial investors played a pivotal role, predominantly targeting integrated utility assets for their stability.

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18 Persuasive Proposal Deck Examples (+Tips & Templates)

Elevate your proposal game with our guide featuring standout proposal deck examples, expert tips, and easily customizable templates for different industries.

9 minute read

helped business professionals at:

Short answer

What is a proposal deck?

A proposal deck is a visual presentation that outlines your project or business idea. It typically includes slides on objectives, strategies, timelines, and expected outcomes, presented in a clear, engaging format to persuade potential clients or investors.

It's how you present your proposal that can close the door on you

It's incredibly disheartening when a proposal, into which you've poured your heart, effort, and time, gets turned down right at the finish line.

To make a great idea really shine, you need a standout presentation. In this guide, I’ll walk you through creating a proposal deck that gets noticed, inspires action, and drives results.

I’ll also pair it with successful proposal deck examples from various industries and customizable templates to kickstart your next proposal.

Let's turn those rejections into opportunities for success!

What is the difference between a proposal deck and a pitch deck?

The difference between a proposal deck and a pitch deck is that a proposal deck focuses on detailed solutions and strategies for a specific client or project, emphasizing customization. A pitch deck , however, presents a general overview of a business idea or startup, aimed at attracting investors and partners.

How do you structure a proposal deck?

Creating a proposal deck is about strategically guiding your audience through a persuasive narrative.

Each slide should be a stepping stone, building your case and keeping your audience engaged from start to finish. Here's how to lay out your deck for maximum impact.

10 essential slides of a proposal deck:

Title slide: Start with a strong, engaging title and your company's name.

Problem statement: Clearly identify the issue or need your proposal addresses.

Your solution: Concisely present your solution, focusing on its uniqueness and value.

Benefits: Highlight the key advantages your solution offers to the client.

Methodology or approach: Outline your strategy and methods for implementing the solution.

Timeline: Provide a clear, realistic timeline for project execution and completion.

Case studies or examples: Demonstrate credibility with relevant success stories or experiences.

Budget and pricing: Clearly outline the financial aspects with transparency.

Team introduction: Introduce your team, emphasizing their skills and roles.

Next steps: Conclude with actionable next steps and a call-to-action.

What are the main types of proposal decks?

Proposal decks come in various forms, each tailored to convey specific ideas and objectives in the most effective way. Understanding the main types helps in crafting a deck that resonates with your target audience and achieves your goals.

8 key types of proposal decks:

Event proposal deck: Ideal for showcasing event concepts, focusing on themes, logistics, and audience engagement.

Project proposal deck: Outlines the objectives, scope, and plan for a specific project.

Sports proposal deck: Designed for sports-related pitches, highlighting team strengths, achievements, and event plans.

Business proposal deck: Used for presenting comprehensive business plans, including market analysis and growth strategies.

Partnership proposal deck: Focuses on proposing collaborations, detailing mutual benefits and partnership dynamics.

Sales proposal deck: Tailored for sales pitches, emphasizing product benefits, pricing, and customer value.

Research proposal deck: Presents research projects, outlining objectives, methodologies, and expected outcomes.

Marketing proposal deck: Used for pitching marketing strategies, focusing on target demographics, channels, and campaign ideas.

Proposal deck examples that persuade and drive action

The power of a proposal deck lies in its ability to persuade and inspire action. In this section, we'll explore real-world examples of proposal decks across various industries and use cases and dissect what makes each of them effective.

Whether you're pitching a business idea, a project plan, or a partnership, these examples will provide valuable insights and inspiration for creating a proposal deck that not only informs but also motivates your audience to act.

NOTE: These proposal decks have been created for fictional companies. However, they're 100% replicable, so you can use them all as templates. They've been created with best practices in mind, optimized for engagement, and look great on any device.

Product launch proposal

This proposal deck for a physical product launch, specifically for SpoonCo Sonic Harmony headphones, is visually engaging and informative, showcasing the product's features and market potential.

What makes this proposal deck great:

• Video on the cover: The deck starts with an eye-catching video, immediately grabbing attention.
• Editable product specs: It allows for updating product details even after the deck has been sent, ensuring always up-to-date information.
• Multiple smart CTAs: It offers various calls-to-action, guiding the viewer through different engagement options.

Brand design proposal

The brand design proposal deck by Pollyartis is a visually stunning and comprehensive presentation, detailing a strategic approach to crafting unique brand identities and enhancing online presence.

• Guided content: The deck utilizes grayed-out content to guide readers through the proposal effectively.
• Detailed project timeline: It includes a project timeline slide, providing a clear roadmap of the branding process.
• Interactive success stories: It features a slide with clickable tabs showcasing various success stories, adding credibility and engagement.

Brand strategy proposal

The brand strategy proposal deck by Excea is a detailed and visually appealing presentation, focusing on crafting powerful brand identities with a strategic approach for digital success.

Clear pricing information: The proposal provides transparent and detailed pricing information for each service offered.

Terms and Conditions slide: The terms and conditions slide provides all necessary legal information in a clear, concise manner. This ensures both parties are well-informed and agree on the scope and limitations of the services.

'Accept' button: To make the acceptance process as smooth as possible, there's an 'Accept' button included. This feature simplifies the agreement process and reduces deal closing time.

Modern brand proposal

This deck redefines branding proposals with its intuitive design that guides the viewer through a journey of strategic content, coupled with innovative features for extracting brand elements and a comprehensive service scope.

• Guided content with grayed-out sections: It uses grayed-out content to direct attention effectively through the proposal.
• Branding extraction feature: The deck features the ability to extract branding elements directly from a client's website.
• Clear presentation of scope of services: It offers a clear and detailed presentation of the scope of services, outlining what clients can expect.

Modern workshop proposal

This modern workshop proposal deck is designed to promote an innovative workshop, effectively outlining the agenda, training content, and expected outcomes in a clear and engaging format.

• Agenda slide: The proposal provides a clear overview of the deck’s agenda, setting expectations right from the start.
• Expandable text sections: It offers more information without overwhelming the reader, thanks to expandable text sections.
• Articulation of benefits: It clearly outlines the benefits of the consultancy, making the value proposition evident to the reader.

Light mode marketing proposal

This light mode deck offers a unique blend of client-focused data visualization, the personal touch of custom video integration, and a clear, step-by-step process timeline for clarity and engagement.

• Client snapshot slide: It includes a client snapshot slide, featuring various data visualization components for a comprehensive overview.
• Custom video option for sharing: The editor allows for adding a custom video when sharing the deck with a prospect, adding a personal touch.
• Timeline slide: It features a timeline slide, guiding prospects through the marketing process step by step.

Professional sales proposal

This proposal deck is a blend of functionality and design, offering an interactive and engaging experience.

It features a streamlined layout with expandable sections for in-depth information, making it an effective tool for presenting complex sales strategies in an accessible manner.

• Team slide integration: The deck includes a dedicated team slide, introducing the sales team with professional photos and brief bios, fostering trust and personal connection with potential clients.
• Clear layout: It features a well-organized layout, presenting key information at a glance. For those interested in delving deeper, 'Read more' buttons allow for expanded details without cluttering the main view.
• Embeddable calendar feature: This facilitates immediate action, allowing clients to schedule meetings or follow-ups while they are engaged with the proposal.

Business project proposal

This business project proposal deck is a sophisticated and interactive tool designed for presenting comprehensive project plans and strategies.

• Access to analytics panel: The deck includes an integrated analytics panel, providing real-time insights into viewer engagement and interactions.
• Responsive design: It boasts a responsive design, ensuring seamless viewing across various devices and screen sizes.
• AI assistant for content generation: The proposal features an innovative AI assistant, enabling the generation of dynamic content tailored to the project's needs.

Modern partnership proposal

This modern partnership proposal deck is designed to facilitate business collaborations, featuring a clear and persuasive layout with focus on detail and mutual benefits.

• Expandable section for terms of agreement: It includes an expandable section, providing detailed terms of agreement without overwhelming the main content.
• Pricing package slide: The deck presents various pricing packages clearly, aiding in transparent and informed decision-making.
• Clear presentation of key points: It effectively outlines the pain points, objectives, and benefits of partnering, ensuring a mutual understanding of the partnership's value.

Marketing partnership proposal

This marketing partnership proposal deck is a highly interactive and customizable presentation, designed to effectively communicate marketing strategies and partnerships.

• CRM integrations: The deck allows for CRM integrations, enabling the extraction of client data directly into the presentation.
• Automatic layout adjustments: Every added element automatically adjusts to the layout, ensuring a cohesive and professional look.
• Easily customizable slides: Each slide is designed for easy customization, allowing for a tailored presentation that aligns with specific marketing goals.

Event proposal deck

Tailored for event planners, this deck blends a meticulous budget breakdown with rich multimedia integration and interactive engagement strategies, setting a new standard in event proposal presentations.

• Transparent budget section: It includes a transparent budget section, providing clear financial details and expectations.
• Multiple image and video placeholders: The deck is equipped with various placeholders for images and videos, enhancing the visual storytelling aspect.
• Multiple smart CTAs: It offers the option to add multiple smart calls-to-action, guiding the viewer through different engagement options effectively.

Modern music event sponsorship proposal

This proposal deck is tailored for pitching music event sponsorships, combining visual flair with informative content.

• Data visualization components: It includes sophisticated data visualization tools, presenting key event metrics in an engaging and understandable format.
• Narrator slide: The deck features a narrator slide, guiding readers through the successes of past events, adding depth and context.
• Embeddable videos: Videos can be directly embedded into the deck, providing a dynamic and immersive experience for potential sponsors.

Consulting service proposal pitch deck

Strategically designed for consultants, this proposal deck merges the power of storytelling through case studies with a harmonious blend of textual depth and visual appeal.

• Embeddable case study: The deck allows for embedding a detailed case study, providing tangible evidence of past successes and expertise.
• Balance of text and visuals: It achieves a perfect balance between text-based and visual slides, ensuring clarity and engagement.
• Data visualization library: It includes a comprehensive library of data visualization components, enabling the presentation of complex data in an accessible manner.

Social media proposal deck

Focused on the dynamic world of social media, this proposal deck stands out with its ability to personalize content on-the-fly, narrate compelling project journeys, and incorporate live data for a cutting-edge presentation.

• Dynamic variables for personalization: It features dynamic variables, allowing for quick and easy personalization of the deck.
• Narrator slide for project details: The deck includes a narrator slide, effectively conveying the details and objectives of the social media project.
• The option to embed live stats: The ability to embed live data, such as real-time social media statistics, adds a layer of immediacy and relevance.

Athlete sponsorship proposal

Crafted for athletes seeking sponsorship, this deck captivates with its dynamic display of key statistics, a well-structured array of sponsorship options, and a user-friendly scroll-based design that brings the athlete's story to life.

• Running numbers for key statistics: The proposal features dynamic running numbers, highlighting the most important statistics in an engaging manner.
• Sponsorship packages in tabs: The deck segments various sponsorship packages in tabs, making it easy to understand and choose.
• Scroll-based design: It utilizes a scroll-based layout for easy navigation and enhanced engagement.

Sports tournament proposal

The sports tournament proposal deck for ACME Cycling Team is dynamic and visually striking, designed to showcase the team's achievements and offer sponsorship opportunities.

• Running numbers: It features dynamic running numbers that grab readers’ attention and boost engagement.
• Scroll-based design: The deck utilizes a scroll-based layout for easy navigation and engagement.
• Multiple image and video placeholders: It includes various placeholders for images and videos, enhancing the visual appeal and storytelling aspect.

Italian restaurant proposal

This proposal is ideal for showcasing restaurant concepts with a focus on market and competition analysis, enhanced by user-friendly design features.

• Logo finder: The editor simplifies the design process by extracting logos directly from the website, ensuring brand consistency and professional aesthetics.
• Detailed market analysis slide: The deck offers in-depth insights with various data visualization components, highlighting the restaurant's market position and competitive landscape.
• Expandable text sections: It allows for a more detailed exploration of each team member's experience and menu item, providing a comprehensive understanding of the restaurant's offerings and expertise.

Construction proposal

This construction proposal deck is a comprehensive presentation, detailing project specifics, timelines, and costs for an apartment complex construction, showcasing expertise and commitment to quality.

Dynamic variables: The proposal allows for quick personalization with dynamic variables throughout the deck.

Cost estimate table: A comprehensive cost estimate table is included, featuring expandable text sections for detailed breakdowns. This allows for a clear understanding of all costs involved.

'Accept' button: To finalize the agreement, the proposal includes an 'Accept' button, designed to resemble a signature field. This feature simplifies the acceptance process, making it more intuitive and engaging for the client.

How to create a proposal deck?

Your proposal deck is often the most impactful point of contact with your audience. It's about telling a story that resonates with your audience, convincing them that your idea is not just viable, but irresistible.

Let's dive into some expert tips on how to create a proposal deck that turns skepticism into belief and interest into commitment.

1) Define your objective clearly

Start by being crystal clear about the objective of your proposal. What is the ultimate goal you're trying to achieve?

Whether it's securing funding, getting a project greenlit, or forming a partnership, your entire deck should be aligned with this objective. Every slide, every piece of data, and every argument should serve this end goal.

2) Understand your audience

Take a moment to really understand who your audience is. What are their needs, pain points, and expectations?

A proposal tailored to the specific interests and concerns of your audience will always be more effective. This means using language they understand, addressing their specific concerns, and showing that you have the solution to their problem.

3) Structure your content strategically

Every great proposal tells a story . Your deck should have a clear beginning, middle, and end.

Start by setting the scene and outlining the problem or opportunity. Then, lead your audience through your proposed solution, and conclude with a compelling call to action.

A narrative structure helps keep your audience engaged and makes your proposal more memorable.

4) Be concise and clear

Clarity is key in a proposal deck. Each slide should convey one main idea.

If you find yourself trying to cram too much information onto a single slide, it's a sign you need to simplify. Use bullet points, short sentences, and clear headings to make your content easily digestible.

5) Research and integrate relevant data

Your proposal should be underpinned by solid research . Include relevant market analysis, case studies, or success stories that support your proposal.

This data should be integrated into your narrative to strengthen your arguments and give credibility to your proposal.

Here's a great example of a data visualization slide:

6) Address potential objections

Anticipate any potential objections or questions your audience might have and address them within your deck.

This not only shows that you've thought through your proposal thoroughly but also helps to build trust with your audience by acknowledging and addressing their concerns.

7) Keep your content focused

Avoid the temptation to include everything you know about the subject. Focus on what's most important.

Prioritize content that directly contributes to your objective and resonates with your audience. Less is often more when it comes to making a strong, focused argument.

8) Personalize where possible

If you can personalize aspects of your deck for specific audiences or stakeholders, do so. This could be as simple as including the client's logo or as complex as tailoring the content to address their unique challenges.

Personalization shows that you've put thought into your proposal and value your audience's specific needs.

Here's a great example of a personalized deck:

9) Include a clear call to action

What do you want your audience to do after they've seen your deck? Whether it's scheduling a meeting, signing a contract, or just considering your proposal, make this clear.

A strong call to action slide provides a clear next step for your audience and can significantly increase your chances of success.

Here's an example of a next step slide:

Incorporating an 'Accept' button into your proposal is another small change that makes a big difference.

It's a straightforward way for clients to give their approval, cutting down on the time it takes to get from proposal to partnership.

This feature is a smart move towards smoother, faster business agreements, benefiting both you and your clients with its simplicity and effectiveness.

Here's an example of a deck with an accept button:

Proposal deck design principles

The design of your deck is not just about looking good; it's about enhancing comprehension, retaining attention, and creating an experience that sticks with your audience long after the presentation is over.

Let's dive into the art of designing a proposal deck that not only looks professional but also communicates your message with clarity and impact.

1) Embrace interactive elements

When it comes to proposal decks, many turn to static legacy decks that are straightforward, often resembling a digital brochure filled with text.

They're like reading a book from cover to cover; you get all the information, but the journey is predetermined, with no room for interactive elements or personalized pathways.

They can also be a bit of a squeeze on mobile devices, often requiring zooming in and out to read the details.

Interactive decks are like stepping into a 'choose-your-own-adventure' book. They transform the viewer's experience from a passive receipt of information to an active exploration with elements such as embedded links, clickable tabs, and dynamic graphs.

It's about creating a journey where the audience can dive deeper into areas of interest, watch embedded videos for more insights, or interact with real-time data.

Here's what a static deck looks versus an interactive one:

2) Make sure the design is responsive

With people accessing content on a variety of devices, responsive design is crucial. Your proposal deck should look great and function well whether it's viewed on a desktop, tablet, or smartphone.

This means optimizing layouts, text sizes, and interactive elements to work seamlessly across different screen sizes. Responsive design ensures that your audience has a quality experience no matter how they choose to view your deck.

Here's an example of a mobile-responsive deck:

3) Visualize your data

Data visualization is a powerful tool in proposal decks. It turns complex data into easy-to-understand visuals like charts, graphs, and infographics.

Good data visualization should simplify information, not complicate it. Use it to highlight key points, show trends, or compare figures.

Remember, the goal is to make your data accessible and meaningful to your audience, helping them grasp your points quickly and clearly.

4) Maintain consistent branding

Your deck should reflect your brand's identity. Use your brand's color scheme, fonts, and logos consistently throughout the deck. This not only looks professional but also reinforces your brand in the minds of your audience.

Be mindful of color psychology and choose a palette that aligns with the mood and tone of your message.

Here's an example of a branded deck:

5) Implement narrated design

Narrated design is a modern approach that mimics the natural way we consume digital content. Instead of clicking through slides, the audience scrolls down a continuous canvas.

This design is intuitive and allows for a storytelling flow that feels seamless and cohesive.

It's particularly effective for online presentations, where the audience can scroll through the content at their own pace, ensuring they absorb information in a comfortable and engaging manner.

Here's an example of narrated design:

6) Balance text and imagery

A well-designed deck strikes a balance between text and imagery. Use high-quality images that complement and enhance your narrative.

Avoid overcrowding your slides with text; instead, use bullet points or short paragraphs. The imagery should serve to break the monotony of text, making your deck more visually appealing and easier to digest.

7) Use white space wisely

White space, or negative space, is a crucial design element. It's the space between text, images, and other elements on your slide.

Proper use of white space prevents your deck from looking cluttered and helps to focus the audience's attention on the most important elements. It makes your content more readable and gives your deck a clean, professional look.

8) Prioritize readability

Everything in your deck should be easy to read. This means choosing fonts that are clear and legible, even from a distance.

Be mindful of color contrasts; text should stand out against the background for easy reading. Remember, if your audience struggles to read your deck, they'll struggle to engage with your content.

Interactive proposal deck templates

The process of creating a proposal deck can be incredibly time-consuming, requiring not only a deep understanding of your content but also skills in design and interactivity.

It's a bit like building a house – you need a solid foundation, the right tools, and a clear plan.

Interactive proposal deck templates are like a well-equipped workshop, where the heavy lifting of structure and design has already been done for you. They bring a level of professionalism and polish that can be hard to achieve on your own.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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February 9, 2024

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Mastering Creativity: A Showcase of Exceptional Case Study Examples and Design

Boost creativity with top case study examples! Learn how they enhance brand credibility, convert leads, and employ storytelling tactics.

What's Inside?

What is a Case Study?

A case study in the context of business marketing is an in-depth analysis of a real-world situation or scenario where a particular product, service, or strategy has been applied. It provides a detailed examination of the challenges faced, the solutions implemented, and the outcomes achieved.

Typically used as a marketing tool, case studies aim to showcase the effectiveness and practical application of a business offering, often with a focus on illustrating successful problem-solving and highlighting tangible benefits or results.

Visit our our blog, Crafting a Case Study , to gain a comprehensive understanding of the concept.

Why Bother Conducting a Case Study?

The role of case studies in modern marketing.

In today's marketing landscape, case studies play a vital role in demonstrating the practical application and success of a product or service. Rather than simply listing features or making abstract claims, case studies offer a tangible narrative.

They tell the story of a customer who faced a challenge, how that challenge was addressed using the marketed solution, and the positive outcomes achieved.

Here are some key aspects of the role case studies play in modern marketing:

• Case studies provide evidence that your product or service has been successfully implemented in real-world scenarios.
• Real-life examples help build trust with potential customers by showing that others have benefited from your offering.
• They showcase how your product or service addresses specific challenges or pain points that potential customers may be experiencing.
• By detailing the problem-solving process, case studies offer insights into the practical application of your solution.
• Case studies are a powerful storytelling tool that engages readers and holds their attention.
• They educate prospects about the value and benefits of your offering through relatable, narrative content.
• Through in-depth analysis and discussion of successful implementations, case studies demonstrate your expertise in the industry.
• They position your company as a knowledgeable and reliable solution provider.
• Marketers can create case studies that resonate with specific target audiences or industries, showcasing relevance and customization.
• Case studies are often used in the later stages of the buyer's journey to help convert leads into customers.
• Prospects who are considering a purchase can relate to the experiences of others and be more confident in their decision.
• Case studies can be shared across various marketing channels, from social media to email campaigns, amplifying their reach.
• Positive outcomes highlighted in case studies can be leveraged for promotional activities.

Distinguishing Between Various Types of Case Studies

Types of business marketing case studies, best case study examples.

The Best Case Study Examples curated by Decktopus showcase outstanding case studies across diverse industries. All of these templates are fully customizable, allowing you to tailor each case study to your specific needs.

Nursing Case Study Template

Patient Case Study Template

The Nursing Case Study Template is a practical tool for healthcare professionals to analyze and document patient cases. Tailored for nursing contexts, this template facilitates the structured exploration of patient histories, interventions, and outcomes, promoting effective knowledge sharing and learning within the healthcare community.

The Patient Case Study Template presents a streamlined and efficient solution for medical professionals seeking to navigate the complexities of documenting patient cases. In the midst of a demanding schedule, this template offers a user-friendly approach to capturing crucial details from your latest patient visits.

With a commitment of just 15 minutes, you can effortlessly compile comprehensive case studies that are not only professional but also visually engaging.

Simplify your workload and enhance your documentation process with this purpose-built template, designed to meet the unique needs of healthcare professionals striving to provide top-notch patient care.

Case Study Template For Sales Teams

The Case Study Presentation Template for Sales Team provides a straightforward solution for professionals looking to enhance their sales meetings. Tailored for business settings, this user-friendly tool streamlines the discussion of case studies, enabling clear presentations on client specifics, challenges, solutions, and achieved results.

Streamline your sales discussions and make a substantial impact on your outcomes with this template.

Client Case Study Template

The Client Case Study Template will help you present and discuss your successes in a professional, persuasive manner. With detailed sections for discussing your client, the challenge faced, the solution, and results achieved, this template provides all you need to make an impactful presentation.

Customer Case Study Template

The Customer Case Study Template allows you to create eye-catching presentations that will help you make your case and close more deals. With this template, you can quickly and easily create slides that highlight your company's successes with customers.

SEO Case Study Template

The SEO Case Study Template is designed for swift and engaging presentations. Tailored for social media marketers and professionals, this template offers slides on client projects, results, insider tips, and best practices backed by data.

Ideal for webinars or conferences discussing SEO strategy for Google searches, it allows customization for a personalized touch while ensuring clarity and impact.

Make your presentations vibrant and accessible with features highlighting company information and analytics calculations. Streamline your SEO discussions effectively with this user-friendly template.

UX Case Study Template

The UX Case Study Template , allows you to create your portfolio quickly and easily. This is great for professionals who want to present their UX work to their clients. This template creates a professional-looking portfolio that's also easy to update. With this template, you can share your UX design work with your clients.

This professional-looking portfolio is equipped to make you look branded and consistent. Our templates come in a variety of styles so you can set your portfolio up how you like it and customize to fit the needs of each client.

Psychology Case Study Template

The Psychology Case Study Template simplifies the development and presentation of psychology case studies. Ideal for clinical case presentations that adhere to academic standards.

While not delving deep into research techniques, they focus on high-level content suitable for both professionals, such as psychiatrists and therapists at conferences, and students maintaining clinical hours at universities.

Tailored for effective documentation, these templates serve as a valuable aid for crafting compelling presentations about first-hand patient experiences, extending beyond traditional case studies for broader educational purposes.

APA Case Study Template

The APA Case Study Template helps create APA styles in your researches. Incorporating this into any scholarly or professional document can make you seem well prepared and confident is designed for students, scholars, and professionals who need to incorporate APA style into their researches, articles, and discussions. It serves as a user-friendly tool for anyone looking to follow APA Style guidelines seamlessly in their scholarly or professional documents.

Art Case Study Template

The Art Case Study Template is crafted for artist professionals seeking to showcase their work effortlessly. With a clever and stylish design, this template transforms your case studies into masterpieces, providing an attractive canvas for your art. Tailored for easy use, it enables the creation of polished presentations that convincingly highlight the power of your artistic endeavors.

Ideal for discussions with clients, colleagues, and art professionals, this one-of-a-kind template offers all the necessary tools for crafting engaging and persuasive case study presentations. Its user-friendly design and customizable options make it a perfect choice for any artist aiming to leave a powerful impression.

Brand Case Study Template

The Brand Case Study Template is the perfect way to present and discuss your case studies with clients or colleagues. With a modern and professional design, this template will help you make a great impression while brainstorming potential solutions to problems.

This presentation template was designed specifically for marketing agency professionals, and makes it easy to discuss case studies in brainstorming sessions. With customizable slides, you can tailor the template to fit your needs, and make your case studies stand out from the competition.

OT Case Study Template

The OT Case Study Template , is designed specifically for doctors who want to present case studies in a clear and concise manner. With this template, you'll be able to easily organize your thoughts and present your findings in an engaging way.

This presentation template is perfect for doctors of all levels, and it makes presenting case studies easy and fun. With this template, you'll be able to organize your thoughts and present them in a clear and concise manner.

Counseling Case Study Template

The Counseling Case Study Template is tailored for professionals in the field, this template provides a structured and easy-to-use format to present and discuss your case studies effectively. With its thoughtful design, you can create persuasive and engaging presentations that resonate with your audience, whether it's clients, colleagues, or fellow counseling professionals.

This template is equipped with customizable options, making it the perfect tool for any counselor looking to craft impactful and insightful case study presentations with ease.

Clinical Case Study Example Template

The Clinical Case Study Example Template is a valuable resource for healthcare professionals looking to learn from real-life patient scenarios. This template provides a structure for documenting and analyzing the unique factors of a patient's case, such as their medical history, diagnoses, and treatment plan.

Clinical case studies serve as a tool for improving provider education and clinical decision making. By following a set template, healthcare professionals can ensure that key details and information are not overlooked in the case study process.

The Clinical Case Study Example Template offers an efficient way to document and disseminate learning opportunities for colleagues within the healthcare field. Additionally, they can also serve as a means of sharing information with patients and their families to help them better understand their care plan.

Utilizing Clinical Case Study Example Templates can ultimately lead to better patient outcomes and informed clinical practices.

Case Study Template About Water Refilling Station

The Case Study Template About Water Refilling Station is perfect for those who want to have a well-designed, professional document. It is easy to customize colors, fonts, and many more to make it look great every time!

The template is easily customizable and provides all the information you need to create an informative and persuasive case study.

Psychology Case Study Presentation Template

The Psychology Case Study Presentation Template simplifies the process for psychology students, offering easy customization with diverse color and font options.

Crafted for impactful projects and class presentations, this template ensures a sharp and consistent appearance. Its user-friendly design makes it the perfect option for creating a standout case study presentation that will leave a lasting impression on both professors and classmates.

SEN Case Study Template

The SEN Case Study Template offers a user-friendly solution for special needs teachers, providing a creative and engaging format to present and discuss case studies with students.

Designed to simplify the process, this template ensures clear slides and easy-to-follow notes for effective communication with colleagues, experts, or parents. Enhance your presentations today with the practical and versatile SEN Case Study Template.

Social Media Case Study Template

The Social Media Case Study Template is your go-to template for presenting a detailed analysis of a successful social media campaign or strategy. By using the social media case study template, businesses can showcase their social media successes, share best practices, and provide evidence of the impact of their social media website efforts.

This can be useful for marketing and communication teams, as well as for potential clients or stakeholders who are interested in understanding the effectiveness of social media website strategies in achieving business objectives matter.

Marketing of Tourism: A Use Case presentation

The Marketing of Tourism: Use Case Template is a document used to showcase successful marketing strategies and initiatives in the tourism industry. The template typically includes sections for describing the tourism destination or service, outlining the marketing objectives, detailing the target audience, presenting the marketing tactics employed, and highlighting the results, feedback and impact of the marketing campaign.

By using a marketing of tourism use case template, tourism businesses, destination management organizations, or marketing agencies can effectively demonstrate their expertise and success in promoting tourism offerings.

Literacy Case Study Template

The Literacy Case Study Template is a document used to analyze and present a specific case or example related to literacy education. The template can be customized to focus on specific aspects of literacy, such as early childhood literacy, adult literacy, or digital literacy.

Additionally, it may include supporting data, testimonial paragraphs, or visual aids to enhance understanding and engagement. A well-structured literacy case study can serve as a valuable resource, informing best practices, inspiring innovation, and contributing to the advancement of literacy education.

PR Case Study Template

The PR Case Study Template , your key to impressing clients, offers a professionally designed framework for powerful and persuasive presentations. Organize your findings effortlessly and create a polished showcase that wows your audience. Unlock the potential of this template and elevate your PR case study presentations in no time.

Marketing Case Study Template

The Marketing Case Study Template is tailored for marketers, highlighting successful marketing strategies. Uncover the methods employed, target audience engagement, and measurable outcomes. Ideal for marketing professionals seeking insights into effective campaign executions.

Sales Case Study Template

The Sales Case Study Template is designed for salespeople to present and discuss case studies in sales meetings. With its professional look and engaging layout, your clients will be impressed with the level of detail you put into your analysis.

This professionally designed template is easy to use and easy to customize, making it the perfect way to show off your small business expertise. Whether you're looking to wow potential clients or just need a little more confidence in your sales meetings, our client case study template will help you make an impact.

Case Study Format Template

The Case Study Format Template is your pathway to distinct presentations. The template offers a professional and stylish design for business case studies. Impress clients with easily editable slides tailored to showcase your agency's best work.

Elevate your findings in a sleek and user-friendly format, ensuring a polished and engaging presentation for work or school. This template provides the edge you need for impactful storytelling.

UI Case Study Template

The UI Case Study Template is specifically designed for UI designers, making it easy to discuss your design process and findings. With this template, you'll be able to showcase your work in a clear, professional manner. This professional and easy-to-use template is perfect for designers of all experience levels. It will help you showcase your work in a clear and concise way.

Product Case Study Template

The Product Case Study Template is a dedicated presentation tool crafted for founders to seamlessly present and discuss case studies during sales meetings. Tailored for organizational excellence, this template ensures a professional layout, offering founders an organized and polished platform to showcase how their product effectively addressed customer challenges.

Elevate your presentations with this user-friendly template, designed to keep discussions structured and maintain a professional appearance.

Template For Business Case Study

The Template For Business Case Study is your go-to for presenting your agency's work with style and ease. With a modern design and user-friendly interface, it ensures a great impression on potential clients. Ideal for persuasive and engaging case study presentations, this template allows you to clearly and professionally communicate your study's goals, methods, and results.

Medical Case Study Template

The Medical Case Study Template is tailored for physicians and medical professionals seeking efficiency in creating impactful presentations. With a single click, customize your presentation in minutes, saving valuable time. This multi-purpose template is crafted to showcase your work with flair, providing a time-saving solution for physicians investing in perfecting case study presentations.

Streamline the creation of your next medical case study effortlessly, ensuring all essential components are included for presenting patient journeys and generating improvement ideas.

Business Case Study Template

The Business Case Study Template , a seamless solution for presenting your agency's work, boasts a modern design and user-friendly interface to leave a lasting impression on potential clients. Ideal for agencies engaging with clients or businesses, this template's clear and concise slides allow for a professional explanation of case study goals, statistics, methods, and results.

Creative Marketing Case Study Template

The Creative Marketing Case Study Template is a valuable tool for marketing professionals seeking to organize thoughts and deliver clear, concise case studies. Ideal for brainstorming with teams or clients, its sleek design outline adds a polished and professional touch.

This template offers a structured framework, empowering marketing professionals to present and discuss case studies in brainstorming sessions. It guides the analysis of problems, understanding of customers, identification of solutions, and the development of creative strategies, ensuring a comprehensive approach to each case study.

The Business Case Study Template is a powerful tool for professionals looking to delve into and present comprehensive business scenarios. With its structured framework, this template facilitates a clear and concise discussion of case studies.

Whether collaborating with a team or presenting to clients, its sleek design adds a polished and professional touch. Utilize this template to dissect business challenges, understand key factors, identify solutions, and present a strategic analysis for impactful case study presentations.

How To Create A Case Study Presentation?

Ready to transform your case studies effortlessly? Say hello to Decktopus AI , your secret weapon for creating captivating presentations without breaking a sweat. Let's embark on a journey where the AI does the heavy lifting, making your case studies shine. Welcome to the stress-free world of Decktopus AI-powered presentations—where your success story begins with simplicity.

Step 1: Start with a Prompt

Visit the Decktopus Case Study Templates page and enter your prompt to kickstart the AI flow.

Step 2: Create Your Account

Sign up or log in to your Decktopus account. If you don't have one, it only takes a few seconds to set up.

Step 3: Fill in Your Details

Provide the aim and target audience details to personalize your case study. Decktopus makes it easy with a user-friendly interface. Answer three simple questions with AI asistence before letting Decktopus do its magic.

Q1: What's your presentation about?

Q2: Who is your audience?

Q3: What's your aim for this deck?

Step 4: Choose a Theme

Select a theme that suits your content. Experiment with different styles to find the perfect look for your case study.

Step 5: Finalize and Review

Review your generated case study, make any necessary edits, and ensure everything looks just the way you want it.

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Create Your Case Study With Templates

Decktopus AI offers a vast collection of curated and professionally crafted presentation templates. In this blog we have explored the Decktopus Case Study Template Library . You can also crown your case study by easily customizing the top-notch templates we have investigated throughout this blog.

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The Consulting Pitch Deck Guide + 2024 Update (Best Consulting Presentation Examples & Template)

January 23, 2024

Presentation and Pitch Expert. Ex Advertising.

$100mill In Funding. Bald Since 2010.

So you want to create a consulting pitch deck (or just deck in short), to win that next client? Raising funding for your consultancy? Or maybe you’re just trying to present the latest campaign results to your clients and brighten their day?

The last might be impossible but making a good consulting pitch deck isn’t and this article will help you create one.

Don’t worry, you won’t be making it from scratch.

I’m Viktor, a  pitch deck expert ,  presentation expert , and burger lover. My work has helped my clients win 100s of pitches and helped 100+ companies develop decks that are currently helping them raise investments and close deals.

I’ve personally worked with an Ex-Bain consultant and helped him develop a deck for his company.

This guide specifically aims at helping you understand what a consulting pitch deck is and how you can create one.

Let’s dive in.

Book a free personalized pitch deck consultation and save over 20 hours of your time.

Join hundreds of successful entrepreneurs who’ve transformed their pitch decks with my help.

Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

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The least you will get is 10 actionable tips & strategies to own that next presentation, worth $599, for free.

What is a Consulting Pitch Deck?

A consulting pitch deck is a presentation that provides an overview of a consultant’s services, capabilities, and qualifications. It is used to explain why the consultant is the best choice for a particular project or engagement.

The deck typically includes slides highlighting the consultant’s experience, portfolio of past projects, qualifications, fees and other details that can help clients make an informed decision. It should be concise and easy to understand so it can be quickly referenced and reviewed by clients when making their decision.

What Is The Goal Of A Consulting Pitch Deck?

The goal of a consulting pitch deck is to make sure that potential clients are aware of all the details about the services the consultant can provide so they are comfortable enough to hire them for their project.

What Does It Take To Get the Key Points in Your Consulting Pitch Deck

To make your consulting pitch deck effective and persuasive, it is important to identify the key points of your proposal. You will need to gather relevant information and evidence in order to make a compelling argument that will convince your potential clients.

This could include market research, case studies, testimonials, financial projections and any other relevant data that can be used to show the value of your services. It is also important to ensure that the presentation of this information is clear and easy for your audience to understand.

Additionally, you should practice delivering the presentation before presenting it so you can be confident in delivering it effectively. With all these elements in place, you should have the necessary components for an effective consulting pitch deck.

Essential Slides for a Consulting Pitch Deck

A consulting pitch deck should be tailored to the client’s specific needs. It should include slides that provide an overview of the company, its services and capabilities, a description of the team and their qualifications, success stories from previous engagements, as well as a financial analysis of how the company can help them achieve their goals.

Additionally, some essential slides to include in any consulting pitch deck are slides that focus on the problem or opportunity being addressed, a timeline for implementing solutions, unique features or advantages over other firms in the same market space, competitive analysis of potential solutions, and a summary slide highlighting key points.

All this will ensure that your pitch is comprehensive enough to adequately demonstrate why your firm is the best choice for their needs.

How to Get a Winning Pitch Deck for Your Consulting Presentation

A winning pitch deck for your consulting presentation requires careful planning and preparation. Start by researching the topics you plan to cover in the presentation, as well as the industry and target audience.

Once you have a clear understanding of what needs to be discussed, create a draft outline for your presentation. Your pitch deck should include visual aids such as graphs, charts, and images that help support your points.

Additionally, make sure to include a summary of key takeaways from the presentation so that audiences can remember the most important points. 

Finally, practice delivering your presentation to ensure that it is engaging and persuasive. With these tips, you can create an effective pitch deck for your next consulting presentation.

Consulting Pitch Deck Presentation Examples

Consulting pitch deck presentation examples are a great way to learn how to create an effective, professional presentation. A good example should include slides that focus on the key points of your business strategy, mission statement, and target market. It should also include visuals that can help draw attention to the most important aspects of your pitch.

Below you can find an example of consulting pitch deck that meet these requirements and might help you in getting the impression in regards to what a consulting pitch deck presentation might look like:

Making Data and Digital Technology Work For Tech CMOs

CMOs of IT companies are at a significant edge when it comes to utilizing data and digital technologies to enhance business outcomes. PwC’s goal is to change the focus of digital marketing from clicks and views to the development of customer experiences that provide profitable business outcomes.

This is just another superb illustration of a presentation that was conducted well. Slides 15–18 additionally include a real-world case study that offers step-by-step specific guidance.

Many presentations include facts and recommendations without providing any justification. Remember that highlighting your successes and client endorsements will increase your reputation.

You can check the whole presentation at the following link:

Hypothetical Pitch Deck Ideas To Inspire You

My favourite part of any article – sharing some of my drawer ideas to help you build your next consulting deck and business. Feel free to “borrow” them too.

1. GreenTech Consulting

Slide 1: Introduction

• Logo of GreenTech Consulting
• Tagline: “Pioneering Sustainable Business Solutions”

Slide 2: Problem Statement

• Statistics on environmental degradation caused by businesses
• Quote: “The future of business is green.”

Slide 3: Our Solution

• Offer sustainable business models
• Implement green technologies in existing businesses
• Reduce carbon footprint and waste

Slide 4: Market Analysis

• Size of the green technology market
• Potential growth rate
• Target industries: Manufacturing, Retail, IT

Slide 5: Services Offered

• Carbon footprint analysis
• Green tech implementation
• Waste management solutions

Slide 6: Case Study

• Before-and-after scenario of a manufacturing company that adopted our solutions

Slide 7: Team

• Photos and brief bios of key team members

Slide 8: Financial Projections

• Revenue, profit, and growth projections for the next 5 years

Slide 9: Ask

• Seeking $500,000 investment for market expansion and R&D

2. EduTech Consultin g

• Logo of EduTech Consulting
• Tagline: “Revolutionizing Learning with Technology”
• Challenges in traditional education systems
• Need for technology integration in schools
• Implementing modern EdTech solutions in schools
• Training educators to use technology effectively
• Number of schools without EdTech solutions
• Potential growth in the EdTech sector
• EdTech tool integration
• Teacher training workshops
• Virtual classroom setups
• Success story of a school that saw improved student performance after our intervention
• Seeking $300,000 investment for product development and market outreach

3. HealthTech Consulting

• Logo of HealthTech Consulting
• Tagline: “Innovating Healthcare for Tomorrow”
• Inefficiencies in current healthcare systems
• Need for technology-driven healthcare solutions
• Implementing telemedicine solutions
• Integrating AI-driven diagnostic tools
• Potential growth in the HealthTech sector
• Target: Hospitals, clinics, and private practices
• Telemedicine setup
• AI diagnostic tool integration
• EHR (Electronic Health Record) system implementation
• A hospital that reduced patient wait times by 50% after our solutions
• Seeking $750,000 investment for R&D and global expansion

For an outline tailored to the layoff consulting services industry, check this article out .

Consulting Pitch Deck Template

If you’re pitching a consulting service, you need a strong pitch deck to grab the attention of buyers and investors.

The good news is you don’t have to make decks from scratch. Creating an effective consulting pitch deck is all about knowing what slides to include. You can find tons of templates on sites like Canva, Slidesgo, and Google Slides, but none of them will align with the brand you represent.

What will happen is you’ll need to spend hours adjusting these templates to fit your brand guidelines. 

There’s a better way.

My clients have used my written template to craft stellar consulting pitch decks in half the time and designed a deck that secured their new consulting pitch some air time.

Questions That Investors Ask You When Presenting Your Consulting Pitch Deck:

When you present a consulting pitch deck to potential investors, you should be prepared to answer a range of questions that investors typically ask. These questions are designed to assess the viability, potential, and risks associated with the consulting proposal. Here are some common questions that investors might ask:

• Who are the members of your team, and what are their qualifications?
• What previous experience does your team have in this field?
• Why did you decide to start this consulting firm?
• What problem are you solving for your clients?
• How is your solution different or better than existing solutions in the market?
• Who are your main competitors, and what sets you apart from them?
• What is the size of your target market?
• Who are your target clients?
• What is the growth potential of this market?
• How do you plan to monetize your services?
• What are your projected revenues and expenses for the next 3-5 years?
• Do you have any existing clients or pilot projects?
• How do you plan to acquire new clients?
• What is your sales cycle, and how do you plan to shorten it?
• Do you have any strategic partnerships in place?
• How will you scale your operations as you acquire more clients?
• What technology or tools will you use to deliver your services?
• How do you ensure the quality of your services?
• What is your current financial status?
• How much funding are you seeking, and how do you plan to use it?
• What are your key financial metrics and projections for the next few years?
• What are the main risks associated with your consulting business?
• How do you plan to mitigate these risks?
• Have you identified any potential regulatory or legal challenges?
• Do you have an exit strategy in place for investors?
• Are you considering any future mergers or acquisitions?
• Feedback and Iteration
• How have you incorporated feedback from clients or other stakeholders into your business model?
• How do you plan to adapt and evolve based on market feedback?
• Intellectual Property
• Do you have any proprietary methodologies, tools, or technologies?
• How do you protect your intellectual property?
• Cultural and Ethical Considerations
• How do you ensure that your consulting practices align with ethical standards?
• What is your company culture, and how do you plan to maintain it as you grow?

Investors ask these questions to gauge the potential return on their investment, understand the risks involved, and assess the competence of the consulting team.

10 Tips To Help You Craft A More Impactful Consulting Deck

• Start with a Strong Hook: Begin with a compelling story, statistic, or problem statement that grabs the audience’s attention and sets the tone for the rest of the presentation.
• Keep It Concise: Investors and clients have limited time. Aim for a pitch deck that’s around 10-20 slides. Each slide should convey a single, clear message.
• Use Visuals Wisely: A picture is worth a thousand words. Use high-quality visuals, infographics, and charts to convey complex data or concepts. Avoid clutter and ensure each visual enhances understanding.

Hold on. You might want to check my list on the best presentation books. Why?

It’s 1O crucial books that will help you improve the design and structure of your presentations, besides improving its delivery. Check it out below.

• Tell a Story: Structure your pitch deck as a narrative. Start with the problem, introduce your solution, showcase your achievements, and end with your ask. This flow helps keep the audience engaged. To help you improve your narrative, check this selection on the  best books for pitching . The authors have won billions in $ thanks to their ability to create stories when pitching and are sharing their methods with you.
• Know Your Numbers: Be prepared with key financial metrics, market size, and growth projections. Investors will want to see that you’ve done your homework and understand the financial aspects of your business.
• Highlight Your Unique Value Proposition (UVP): Clearly articulate what sets your consulting services apart from competitors. Whether it’s a unique methodology, proprietary technology, or specialized expertise, make sure it stands out.
• Showcase Testimonials and Case Studies: Real-world examples of your work can be powerful. Highlight successful projects, satisfied clients, or significant results you’ve achieved.
• Practice Your Delivery: The content of your pitch deck is crucial, but so is the way you present it. Rehearse your pitch multiple times, refine your delivery, and be prepared to answer questions confidently.
• Design Matters: Ensure your pitch deck is professionally designed with a consistent color scheme, font, and layout. This not only makes your presentation visually appealing but also reinforces your brand identity.
• End with a Clear Ask: Whether you’re seeking investment, a partnership, or a new client, be clear about what you want from the audience. Specify the amount of funding, the type of partnership, or the scope of the project you’re pitching.

What nobody will tell you: Crucial considerations to keep in mind when developing your consulting pitch deck and business

10 insights. These are things no advisor, startup event organizer or coach will tell you for free. We’ve done the research and combined it with our experience to give you these insights with no strings attached.

Market and Industry Analysis in Consulting Pitch Decks

Importance:

• Establishes Credibility : Demonstrating a deep understanding of the market and industry shows potential clients that you are well-informed and capable of providing valuable insights.
• Identifies Opportunities and Threats : A thorough analysis can highlight gaps in the market or emerging trends, positioning your consultancy as forward-thinking and proactive.
• Aligns Solutions with Market Needs : By understanding the market, you can tailor your consulting services to meet the specific needs and challenges of the industry, making your pitch more relevant and compelling.
• Informs Strategic Decision-Making : Insights from the market analysis can guide your strategic approach, ensuring that your pitch aligns with industry realities and client expectations.

Research and Actions to Take:

• Utilize industry reports, market surveys, and competitor analysis.
• Analyze market size, growth trends, and key players.
• Investigate industry benchmarks and performance indicators.
• Stay abreast of emerging trends and technological advancements.
• Use tools like Google Trends and industry-specific databases to gather data.
• Attend industry conferences and webinars for up-to-date insights.
• Perform a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) of major competitors.
• Understand their service offerings, market positioning, and client feedback.
• Identify areas where your consultancy can offer unique value.
• Tailor your analysis to the specific needs and pain points of potential clients.
• Highlight how your services can address these specific industry challenges.
• Use case studies or examples that demonstrate success in similar market conditions.
• Use clear and concise visuals like charts, graphs, and infographics to present data.
• Ensure that the market analysis is directly linked to your consulting services.
• Provide a narrative that weaves the data into a compelling story about your consultancy’s role in the industry.
• Keep the market and industry analysis current to reflect the latest trends and data.
• Update your pitch deck regularly with new research and insights.

By focusing on these aspects, your consulting pitch deck will not only present a well-rounded understanding of the market and industry but will also demonstrate how your consultancy is uniquely positioned to meet the evolving needs of potential clients. This approach ensures that your pitch is both informative and strategically aligned with your audience’s interests and requirements.

Unique Value Proposition in Consulting Pitch Decks

• Differentiation : In a crowded market, your UVP sets you apart, highlighting why clients should choose your consultancy over others.
• Client Engagement : A strong UVP resonates with potential clients, addressing their specific needs and challenges, and shows how your services provide unique solutions.
• Brand Identity : Your UVP is a reflection of your brand’s ethos and values, which helps in building a trustworthy image.
• Focused Strategy : A clear UVP guides your overall business strategy, ensuring all services and communications are aligned with what makes your consultancy unique.
• Conduct internal assessments to understand your consultancy’s strengths, specialties, and successful case studies.
• Analyze client feedback and testimonials to gauge what clients value most about your services.
• Research your target market to understand the challenges and pain points of potential clients.
• Engage with clients through surveys or interviews to get direct insights.
• Study competitors’ services and UVPs to find gaps or areas where your consultancy can offer something different or better.
• Look for patterns in competitors’ client reviews to identify what clients feel is missing in their services.
• Merge your unique strengths with client needs to formulate a UVP that is both true to your consultancy and appealing to your target market.
• Keep your UVP concise, clear, and compelling. Avoid jargon and make it easily understandable.
• Feature your UVP prominently in your pitch deck, preferably at the beginning to set the tone.
• Use real-world examples or case studies to illustrate your UVP in action.
• Align the design and tone of your pitch deck with the message of your UVP to create a cohesive narrative.
• Ensure that all aspects of your pitch deck, from the market analysis to the service offerings, reinforce your UVP.
• Train your team to understand and communicate the UVP effectively in client interactions.

By diligently crafting and integrating a UVP into your consulting pitch deck, you not only establish a unique market position but also create a strong connection with your potential clients. Your UVP becomes the foundation of your pitch, guiding how you present your services, approach client problems, and differentiate yourself in the competitive consulting landscape.

Client Pain Points and Solutions in Consulting Pitch Decks

• Client-Centric Approach : Directly addressing client pain points shows that your services are tailored to meet their specific needs, enhancing the relevancy of your pitch.
• Building Trust and Credibility : Demonstrating an understanding of the client’s challenges and offering concrete solutions establishes your credibility and builds trust.
• Effective Problem-Solving : By focusing on solutions, you position your consultancy as a problem solver, essential for building long-term client relationships.
• Competitive Edge : Showcasing your ability to identify and solve unique client issues can set you apart from competitors who may offer more generic services.
• Conduct market research to understand common challenges in the client’s industry.
• Use client testimonials, case studies, and feedback to identify specific pain points.
• Engage in direct communication or surveys with potential clients to gather firsthand insights.
• Develop tailored solutions that directly address the identified pain points.
• Use a consultative approach to modify these solutions based on individual client needs.
• Back up your solutions with data, statistics, and relevant case studies that demonstrate their effectiveness.
• Use before-and-after scenarios to showcase the impact of your solutions.
• Begin with a section that empathizes with client challenges, showing you understand their situation.
• Follow with a dedicated section outlining your tailored solutions.
• Use clear, compelling visuals to illustrate how your solutions work in practice.
• Highlight the benefits of your solutions in terms of ROI, efficiency, and other metrics important to the client.
• Use simple, jargon-free language to ensure your solutions are easily understood.
• Continuously gather feedback on your solutions and adjust your approach as necessary.
• Keep abreast of industry changes to ensure your solutions remain relevant and effective.

By focusing on client pain points and solutions, your consulting pitch deck becomes a powerful tool for demonstrating your understanding of the client’s world and your ability to provide valuable, customized solutions. This approach not only addresses the client’s immediate concerns but also positions your consultancy as a strategic partner for their long-term success.

Data Visualization and Storytelling in Consulting Pitch Decks

• Clarity and Engagement : Effective data visualization simplifies complex data, making it easier for clients to grasp key points and stay engaged.
• Narrative Power : Storytelling connects the dots between data points, helping clients understand the ‘why’ behind your recommendations.
• Memorable Presentations : Stories and visuals are more likely to be remembered than plain text or raw data, making your pitch more impactful.
• Building Credibility : Well-executed data visualizations and narratives demonstrate professionalism and a thorough understanding of the subject matter.
• Deep dive into the data to understand its implications fully.
• Identify key metrics and trends that are most relevant to your client’s challenges and goals.
• Select data visualization formats that best represent your data (e.g., bar graphs for comparisons, line charts for trends).
• Use tools like Tableau, Microsoft Excel, or Adobe Illustrator for creating professional visuals.
• Develop a storyline that links your data points in a logical and engaging manner.
• Ensure the story aligns with your client’s needs, highlighting how your data-driven insights can benefit them.
• Combine visuals and narrative in your pitch deck to create a cohesive and compelling presentation.
• Use visuals to punctuate key points in your story, guiding the client through the narrative.
• Avoid clutter and overly complex visualizations that can confuse the audience.
• Use clear, concise language to accompany visuals and explain your story.
• Rehearse your presentation to ensure the story flows smoothly and your points are clearly conveyed.
• Seek feedback from colleagues or mentors and refine your approach accordingly.

By effectively using data visualization and storytelling in your consulting pitch deck, you can create a presentation that not only informs but also persuades and engages your audience. This approach turns abstract data into relatable, understandable, and actionable insights, greatly enhancing the impact of your pitch.

Financial Projections and Business Models in Consulting Pitch Decks

• Demonstrating Viability : Accurate financial projections show that your consultancy has a viable, sustainable business model.
• Building Credibility and Trust : Presenting well-thought-out financials and a robust business model establishes credibility with your clients and investors.
• Guiding Strategic Decisions : Financial projections and business models help in making informed strategic decisions, crucial for long-term success.
• Setting Expectations : They provide a clear picture of expected outcomes and growth, aligning expectations between your consultancy and clients or stakeholders.
• Use historical data, market analysis, and industry benchmarks to inform your projections.
• Include revenue forecasts, expense estimates, cash flow projections, and profitability analysis.
• Be conservative in your estimates to avoid overpromising.
• Clearly define how your consultancy creates, delivers, and captures value.
• Include your revenue streams, pricing strategy, cost structure, and value proposition.
• Utilize tools like Excel or specialized financial modeling software to create detailed and accurate financial models.
• Ensure your models are flexible to account for different scenarios or assumptions.
• Use charts and graphs to make your financial data more accessible and understandable.
• Highlight key figures and trends that are most relevant to your pitch.
• Show how your financial projections align with your market analysis and strategic planning.
• Explain how market trends and competitive dynamics influence your financial outlook.
• Regularly update your financial projections and business model to reflect market changes and new business insights.
• Be prepared to discuss how and why your projections or model might evolve over time.

By effectively integrating Financial Projections and Business Models into your consulting pitch deck, you demonstrate not only a deep understanding of your consultancy’s financial health but also a strong strategic foundation. This approach assures potential clients and investors of your consultancy’s potential for success and growth, underlining the professionalism and foresight of your business approach.

Competitive Analysis in Consulting Pitch Decks

• Understanding Market Position : It helps in identifying where your consultancy stands in relation to competitors, highlighting your unique strengths and areas for improvement.
• Differentiating Your Services : A well-conducted analysis can showcase how your consulting services are distinct from others in the market, which is key to attracting clients.
• Identifying Market Trends : Understanding competitors’ strategies and performance can reveal broader market trends and client preferences, guiding your strategic decisions.
• Informed Strategy Development : Insight into competitors’ strengths and weaknesses allows you to develop more targeted and effective business strategies.
• Determine who your direct and indirect competitors are within your niche.
• Consider both established firms and emerging players in the consulting field.
• Examine their service offerings, pricing models, marketing strategies, and client reviews.
• Utilize tools like SWOT analysis to assess competitors’ strengths, weaknesses, opportunities, and threats.
• Use industry reports, market surveys, and online tools like SEMrush or Ahrefs to gather data on competitors’ market presence and performance.
• Attend industry conferences and networking events to gain insider knowledge.
• Use visuals like comparison charts or matrices to present your competitive analysis in your pitch deck.
• Highlight areas where your consultancy outperforms others, such as specialized expertise, unique service models, or superior client outcomes.
• Clearly articulate how your competitive advantages translate into tangible benefits for potential clients.
• Address how your unique approach solves client problems more effectively than competitors.
• Keep your competitive analysis current to reflect changes in the market and new entrants.
• Regularly review and adjust your strategies based on evolving competitive landscapes.

Integrating a thorough Competitive Analysis into your consulting pitch deck enables you to effectively communicate your consultancy’s market position and value proposition. It not only illustrates your awareness of the competitive environment but also reinforces the unique benefits and insights your consultancy brings to potential clients.

Case Studies and Testimonials in Consulting Pitch Decks

• Evidence of Success : Case studies and testimonials provide concrete examples of your consultancy’s success, showcasing your ability to deliver results.
• Building Credibility and Trust : They help in establishing credibility and trust by highlighting real-world applications of your services and client satisfaction.
• Illustrating Your Approach : Through case studies, you can demonstrate your problem-solving process and how you tailor solutions to client needs.
• Client Perspective : Testimonials offer a client’s perspective, adding a human element to your services and potentially resonating with similar challenges faced by your prospects.
• Choose case studies that align with the services you are offering and the needs of your target audience.
• Focus on diverse examples that showcase a range of capabilities and successes.
• Each case study should outline the client problem, your approach, the solutions implemented, and the results achieved.
• Include quantifiable outcomes, like percentage improvements or ROI, to add more weight.
• Request testimonials from satisfied clients. These should be specific about the benefits of your services and the client’s experience.
• Video testimonials can be particularly effective if they are feasible.
• Use visuals like graphs, before-and-after comparisons, or infographics to illustrate the impact of your work in case studies.
• For testimonials, consider including the client’s photo or company logo for added authenticity.
• Customize the case studies and testimonials to address the specific pain points and interests of your pitch deck audience.
• Highlight aspects that are most likely to resonate with the potential client’s situation.
• Continuously update your case studies and testimonials to reflect recent successes and maintain relevance.
• Keep a repository of case studies and testimonials to choose from, allowing for tailored selections based on the specific audience.

By integrating well-chosen and well-structured case studies and testimonials into your consulting pitch deck, you can significantly enhance its persuasiveness and effectiveness. These elements not only demonstrate your past successes but also help potential clients visualize the impact your consultancy could have on their own challenges.

Design and Aesthetics in Consulting Pitch Decks

• First Impressions : Good design creates a strong first impression, setting a professional tone for your presentation.
• Enhancing Message Clarity : A well-designed pitch deck helps in clearly conveying complex information, making it easier for clients to understand and remember your points.
• Emotional Impact : Aesthetics can evoke emotions, helping to build a connection with your audience and making your message more persuasive.
• Brand Consistency : Design elements should align with your consultancy’s branding, reinforcing brand identity and values.
• Research basic design principles like balance, contrast, hierarchy, and alignment to create a visually appealing deck.
• Utilize color theory to choose a palette that reflects your brand and sets the right tone.
• Select high-quality images, graphics, and icons that complement and enhance your content.
• Avoid overused stock photos; opt for unique visuals that set your deck apart.
• Use a clean, uncluttered layout that guides the viewer’s eye through the content.
• Choose legible fonts and consistent typography to ensure readability and professionalism.
• Integrate your brand colors, logos, and other visual elements consistently throughout the deck.
• Ensure that the design aligns with your consultancy’s overall brand image and messaging.
• Employ data visualization techniques to present complex data in an accessible, engaging way.
• Graphs, charts, and infographics should be both visually appealing and informative.
• Consider hiring a professional designer or using a high-quality template if design is not your strength.
• Regularly update your deck’s design to keep it fresh and aligned with current design trends.
• Get feedback on your design from colleagues or target audience members.
• Continuously refine your design based on feedback and evolving needs.

By prioritizing Design and Aesthetics in your consulting pitch deck, you not only enhance its visual appeal but also improve its effectiveness in communicating your message. A well-designed deck can significantly increase engagement, comprehension, and recall, all of which are essential for a successful pitch.

Pitch Deck Best Practices for Consulting

• Clear Communication : Following best practices helps in conveying your message clearly and concisely, which is key to keeping your audience engaged and informed.
• Professionalism and Credibility : A well-structured and designed pitch deck reflects professionalism and credibility, essential for building trust with clients.
• Effective Persuasion : Using proven strategies enhances the persuasive power of your pitch, making it more likely to achieve your desired outcome.
• Audience Engagement : Best practices ensure that your content is tailored to your audience, increasing relevance and engagement.
• Develop a compelling story that guides your audience through the pitch, making your content more relatable and memorable.
• Use a logical flow that starts with identifying the problem, discussing your solution, and highlighting the benefits.
• Limit the number of slides to keep your audience’s attention (typically 10-15 slides are recommended).
• Focus on key points without overloading slides with too much information.
• Research your audience to understand their needs, interests, and pain points.
• Customize the pitch to address these specific aspects and show how your services meet their unique needs.
• Use high-quality images and consistent branding throughout the deck.
• Employ data visualization techniques for complex information and ensure all visuals are relevant and add value.
• Make sure to include key components like market analysis, business model, UVP, financial projections, case studies, and team introduction.
• Use testimonials or client feedback to add credibility.
• Rehearse your pitch to ensure smooth delivery and timing.
• Be prepared to answer questions or provide additional details on any slide.
• Seek feedback from peers or mentors and be open to revising your deck based on constructive criticism.
• Continuously update and refine your deck as your business and market evolve.
• Ensure your deck is compatible with various digital formats and devices, as virtual presentations are common.
• Test your deck on different screens to ensure visual integrity.

By following these best practices, your consulting pitch deck will not only be more professional and engaging but also more likely to resonate with your audience and achieve your business objectives. This approach ensures that your deck effectively showcases your expertise, solutions, and value proposition in a clear, concise, and compelling manner.

Interactive Elements and Digital Tools in Consulting Pitch Decks

• Enhanced Engagement : Interactive elements can capture and maintain the audience’s attention more effectively than static slides.
• Improved Understanding : They can help in illustrating complex concepts or data more clearly and memorably.
• Adaptability and Flexibility : Interactive tools allow you to tailor your presentation in real-time, responding to audience feedback and interests.
• Modern and Professional Image : Using cutting-edge digital tools portrays your consultancy as innovative and tech-savvy.
• Use tools like Tableau or Power BI to create dynamic charts and graphs that can be manipulated during the presentation for deeper insights.
• Include elements like clickable infographics that reveal more details when interacted with.
• Integrate real-time polls or surveys using tools like Slido or Mentimeter to engage your audience and gather instant feedback.
• Use this feedback to tailor your presentation or discussion points on the spot.
• Demonstrate your consultancy’s tools or platforms directly within the pitch deck, if applicable.
• Use simulations or interactive scenarios to showcase how your services work in real-world situations.
• For high-stakes pitches, consider incorporating VR or AR elements to provide an immersive experience.
• This can be particularly effective for visualizing complex data or scenarios.
• Design your deck with clickable content, allowing you to jump to different sections based on audience interest or questions.
• This non-linear navigation makes the presentation more flexible and responsive.
• Provide digital handouts or follow-up materials that attendees can interact with after the presentation.
• Include links to additional resources, interactive summaries, or even a digital version of the pitch deck.
• Practice using these tools extensively before the actual presentation to ensure smooth execution.
• Test all interactive elements for functionality and compatibility with different devices and platforms.
• Post-presentation, use digital tools to gather feedback, which can be invaluable for refining future pitches.

By incorporating interactive elements and digital tools in your consulting pitch deck, you can create a more engaging, memorable, and effective presentation. These modern approaches not only demonstrate your consultancy’s innovative edge but also facilitate a deeper connection and understanding with your audience.

Use these insights and make a winning pitch. If you want to talk about them, reach out to me and book a call.

How to creatively present your consulting pitch deck?

Pitching your consulting startup creatively requires a blend of unconventional tactics and memorable delivery. Here are some novel and engaging ideas that can captivate your audience when you’re on stage:

• Interactive Live Polling : Start with a live poll using a tool like Mentimeter, asking the audience a relevant question. This interaction immediately engages them and the results can lead into your opening remarks, demonstrating real-time market understanding.
• Virtual Reality Experience : If your budget allows, provide a virtual reality (VR) experience where the audience can immerse themselves in a scenario that your consulting startup solves. This could be a brief, impactful glimpse into the problem you address.
• Dramatic Entrance or Opening Act : Make a memorable entrance with a flash mob, a short skit, or even a mini theatrical performance that symbolically represents your startup’s mission and approach.
• Client Testimonial Videos : Show a series of quick, engaging client testimonial videos. Choose clients who can tell a compelling story about the transformation they experienced through your services.
• The “Shark Tank” Approach : Mimic a “Shark Tank” style presentation where you invite audience members to pose as potential investors or clients and ask tough questions. This can demonstrate your readiness to face scrutiny and provide transparent answers.
• Augmented Reality Business Cards : Distribute AR-enabled business cards. When scanned with a smartphone, these cards could reveal interactive content like a brief pitch video or an animated infographic about your startup.
• Interactive Storytelling with a Twist : Craft a story where the audience decides the outcome. Present a scenario and let the audience choose what happens next through a majority vote, leading to different aspects of your pitch.
• ‘Freeze-Frame’ Technique : In the middle of your pitch, freeze in a pose and have a pre-recorded video or voice-over explain a key point. This theatrical element can break the monotony and refocus attention.
• Personalized Data Visualization : Show a real-time data visualization that reflects audience demographics or responses gathered at the start. It demonstrates your ability to quickly analyze and present data.
• Pitch Deck as a Short Film : Turn your pitch deck into a short, compelling narrative film. Each slide could be a scene, with a storyline that takes the audience on a journey through your business model, USP, and impact.
• Mystery Box Challenge : Bring a mystery box on stage and use it to symbolize the ‘unknowns’ or challenges in the industry. Reveal contents throughout the pitch that correlate with solutions your startup offers.
• Interactive Gameshow : Turn part of your pitch into a gameshow format, where audience members answer questions related to industry challenges or trivia. This can be a fun way to educate and engage your audience.
• Reverse Pitch : Start by presenting a common misconception or generic solution in your field, then ‘reverse pitch’ your unique approach that challenges this norm. It’s a dramatic way to highlight your innovative thinking.
• Client Transformation Journey : Create a live, staged transformation of a ‘client’ during your presentation. Show before, during, and after stages of your consulting impact, possibly using actors or real clients.
• Flashback Storytelling : Begin your presentation with a glimpse of the future success your consulting brings, then ‘flashback’ to present day to tell the story of how you got there.
• Escape Room Concept : Turn your presentation space into an ‘escape room’ styled experience where solving each puzzle reveals part of your business strategy or services.
• Interactive Infographics : Use augmented reality to turn static infographics into interactive experiences. Audience members can use their smartphones to explore data points more deeply.
• Mock News Report : Create a mock news report or documentary featuring your consulting firm addressing a major industry problem. This could be a pre-recorded segment that plays during your presentation.
• Themed Costume and Set Design : Dress in a themed costume that represents your industry or the problem you’re solving. Decorate your stage area to resemble an environment where your consulting is most impactful.
• Live Experiment or Demonstration : Conduct a live experiment or demonstration that visually represents the problem your consulting addresses or the effectiveness of your solutions.
• Silent Pitch with Subtitles : Start your pitch in complete silence, using only visuals and subtitles. It can be a powerful way to grab attention before you begin speaking.
• Interactive Mind Map : Create a large, physical mind map on stage that you fill out interactively during the pitch, visually connecting problems, solutions, and outcomes.
• Audience Role-Playing : Invite audience members to role-play scenarios that your consulting firm typically handles. This interactive approach makes the experience memorable.
• ‘Choose Your Own Adventure’ Presentation : Let the audience make decisions at key points in your presentation, each choice leading to different slides and outcomes, illustrating the flexibility and adaptability of your services.
• Productive Failures Showcase : Share stories of past failures and how they led to key learnings or pivots in your consulting approach. This honest and humble approach can be very engaging.
• Time Capsule Concept : Present a ‘time capsule’ of industry predictions and how your consulting firm plans to address future challenges, showing foresight and long-term thinking.

Also, you want to make sure that your presentation equipment is top notch. Check out my guide on selecting the best projectors for presentations and make your pitch shine.

These creative approaches can make your pitch memorable, engaging, and effective, ensuring that your audience not only understands your consulting startup’s value but also remembers it long after the presentation.

Consultants Also Asked

How do you write a consulting pitch.

Writing a successful consulting pitch requires careful consideration of who you are targeting and what your value proposition is. You should research relevant organizations or individuals to identify the decision-makers and understand their needs.

Then, craft a compelling message that outlines your skills, experience, and qualifications for the job. Focus on how you can help solve their problem or improve their situation with your expertise.

Be sure to include any relevant case studies or testimonials to back up your claims. Finally, be sure to clearly state the terms of your engagement so that everyone is on the same page from the beginning.

By following this process, you can create an effective consulting pitch that will get you noticed by potential clients.

What is a consulting deck?

A consulting deck is a presentation document used by consultants to provide an overview of the project or services they offer. It contains key information such as the scope of work, proposed timeline, pricing, and any other relevant details.

The main purpose of the consulting deck is to give potential clients a clear understanding of what they will get when they hire the consultant’s services.

What are consulting buzzwords?

Consulting buzzwords are terms and phrases that are used in the consulting industry to describe various concepts, ideas, and trends. These words are often used to explain complex topics in a succinct way, making them easier for businesses to understand.

Common buzzwords include “digital transformation”, “agile methodology”, “customer experience”, “big data analytics”, and “lean operations”.

What makes a good consulting slide deck?

A good consulting slide deck should have clear and concise points. When creating a slide deck, it should be organized in a logical way that is easy to follow and understand. The slides should contain relevant images, graphs, or other visuals that support the points being made.

What’s the difference between a consulting pitch deck and a consulting deck?

Oh man, don’t get me started. In short, the main difference is that the pitch deck is there to just pitch a consultancy whereas the consulting deck is a very finely crafted albeit long presentation by consultants in big firms, to present strategies and reports to clients.

Last Words From Me

If you need any help finalizing your deck, or just having a creative block, let me know and I’ll help you out. Schedule a free  30 min call with me here , and let’s take a look at your needs together. Or visit my  pitch deck service  page for more info.

More Resources

Check my pillar guide on pitch decks that helped my clients win more than $100mill in funding

Startup Pitch Deck Guide: How To Create A Pitch Deck For Investors (Template Incl)

You’ll learn how to create an investor pitch deck by following my bulletproof step-by-step guide that helped my clients get $4+mill in funding. It includes information on:

• Building each slide (including elevator pitch slide, financials slide, and more)
• Best startup pitch deck examples
• What investors want to hear
• What a pitch deck is
• What a pitch deck isn’t
• Best practices when creating a pitch presentation

Also, these resources :

Also don’t miss out on my massive presentation specialist guide , last minute presentations and best business projector buyers guide.

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Table of Contents

GatherContent is becoming Content Workflow by Bynder. Read More

12 great case study examples (plus case study writing tips)

GatherContent Contributor, Writer

5 minute read.

Interviewed by:

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Lead with Content

How to put content at the centre of digital transformation.

Padma Gillen

Digital Content Consultant

This long-form content style is also becoming more common as more marketers discover its value. According to Hubspot’s 2021 State of Marketing report , more than 30% of marketers use case studies as a primary marketing media—up from 13% in 2020.

If you’re new to the world of case studies, we’ll be diving into what case studies are, why they’re important, and how to create your own. We’ll also highlight some compelling case study examples that you can learn from.

What is a case study?

A good case study highlights customer stories showing the following:

• The problems the business faced before using a product or service
• How the product or service proposed to solve the problems
• The before and after of using a product or service
• The measurable positive impact of the product or service on metrics such as click-through rate, website traffic, or sales

While case studies are most often product or service-focused, sometimes businesses use them to share their brand or founder story.

These types of case studies typically focus on organizational progress, such as how they grew their revenue or website traffic. One example is this Outfunnel case study on how the team saved over 80% of its time with user onboarding.

Why are case studies important?

They may not suit every business. But case studies are beneficial, for example, for helping SaaS brands reach future customers.

If they make sense for your industry, case studies should be an important part of your content marketing strategy for many reasons.

Three reasons you should incorporate them as soon as possible are:

• To provide value to your audience: At its core, the best marketing doesn’t just drive sales; it serves its audience. Case studies are a brilliant way to teach your audience tips they can incorporate into their businesses. It can also serve as research for industry experts to quote.
• To show off your expertise: A great case study is a perfect blend of data and storytelling. It showcases your expertise to your target audience, most likely dealing with similar issues. By telling a good story in your case studies, you’re essentially saying, “Look how we made everything better for X client—we can do that for you, too.”
• As social proof: Because case studies are available to the public, they’re undeniable social proof—better than hard-to-believe testimonials with client initials. This makes them extra valuable as MOFU and BOFU content ; they can drive sales at the click of a button.

Good to Know: Not sure how to use case studies? They work well as lead magnets, landing pages, repurposed blog posts, and, if you have the capacity, even video content!

12 real-life case study examples to bookmark

Reading about the mechanics of case studies is more straightforward than writing case studies from scratch.

That’s why we’ve gathered 12 real-life marketing case study examples you can review before you embark on creating yours.

1. GatherContent | University of Edinburgh

What works: In this great case study, GatherContent includes quotes from the client (the University of Edinburgh) about how their software has improved their content workflow. This adds a human element and will help readers with the same issues identify with the client.

View more GatherContent case studies .

2. Omniscient Digital | AppSumo

What works: Omniscient Digital includes client feedback in video format and shares the results they achieved in a digestible bullet point format.

3. Bit.ly | Vissla

What works: Besides hosting this case study on their website, Bit.ly provides a PDF link that can both be viewed online or downloaded. Plus, the PDF is visually appealing and easy to read.

4. Asana | Autodesk

What works: Asana leads with their impact and includes basic information about their client to the right of the page so the reader immediately gets bite-sized background information.

5. Shopify | Bombas

What works: Shopify includes a video in their case study, as well as multiple eye-catching images of Bombas products. This ensures that the case study serves both companies, possibly generating customer interest in Bombas socks.

6. Outfunnel | Alight Analytics

What works: Outfunnel has repurposed its case study into a blog post, which increases its visibility. The study is also full of client quotes, which adds valuable social proof.

7. Sapling | Zapier

What works: Sapling also shares quick preliminary information about Zapier on the left panel and includes several screenshots to show the impact of their product on the company’s processes.

8. BigCommerce | Skullcandy

What works: The quick metrics in bold hit readers quickly and highlight BigCommerce expertise to potential customers even before they read the entire case study.

9. Google Ads | L’Oreal

What works: Video format. Few things beat hearing the client praise the service and explain the process and results of the campaign in their own words.

10. ActiveCampaign | Your Therapy Source

What works: ActiveCampaign efficiently showcases the problems and solutions before delving into how they helped the client achieve desired results.

11. Intuit | Xenex Healthcare

What works: The main benefit is highlighted on the first page of the PDF and the rest of the study delves into the process and the nitty-gritty of the product’s impact.

12. Grayscale | Upwork

What works: This page features minimal text. It focuses on quotes from decision-makers at Upwork and ends with a call-to-action that will likely drive conversions.

How to write your own case study

How can you write engaging, effective case studies like the examples above? Here are six steps.

1. Identify a worthy case

Think of projects—either for yourself or for clients—that got outstanding results. Then, whittle it down to the cases that your target audience is most likely to relate to , perhaps because they experience the same problem or have the same goal as in the case.

2. Reflect on your chosen case

Once you’ve decided on the case you’ll start with, do some deeper reflection on the details. What was the project goal? What challenges did you encounter along the way? How did you overcome them to reach your goal?

3. Think about differentiation

Take the last step even further and think of anything you did differently than others might. Did you an experimental tactic or strategy or create a custom solution? If so, use those details to subtly show potential customers why they should be interested in what you have to offer.

4. Gather quotes

Next, get hard-hitting quotes from project stakeholders or clients. Having their thoughts on goals, project obstacles, the solutions provided, and the outcomes will make your description of the case more credible.

5. Draft your case study

Time to turn the details you’ve compiled into a case study draft. How? We’ll talk about the best format for case studies shortly.

6. Add visuals

Next, create visuals that will reinforce the main points of your case study. These could include:

• Charts or screenshots to show the change in metrics before and after the project
• An infographic to give a brief visual overview of the case
• Pictures of deliverables (e.g. a web design agency might show a picture of the new site it designed for a client)
• Product images such as screenshots from within your software that was used on the project

After any designated reviewers and approvers give their stamp of approval on the case study, it’s ready to be published and promoted!

What’s the best case study format?

We’ve seen A+ examples of case studies and gotten some more context on how to create them for your brand or organization. Now, it's time to get to work. As you do, remember to include the following vital sections in your case study format:

• Client name and profile
• The problem
• Your solution (and screenshots!)
• Before and after ( real results with data)
• Appealing visuals, photos, illustrations, infographics, charts, and graphs
• A memorable CTA

Ready to get started? Thankfully, you don’t have to go it alone.

GatherContent—a powerful tool for case study creation

GatherContent makes it possible to keep track of all your case study research —even while working with your marketing team. You don’t have to guess what stage the piece is at or consult another tool to know when your part is due or who to pass the torch to.

GatherContent is a content hub that helps you keep all your content creation in one place , whether you’re writing blog posts, email newsletters, social media posts, or case studies. With content modeling features like Components , you can effortlessly maintain brand identity throughout all your case studies.

Read more customer success stories here to learn more!

Techniques for collaboratively prioritising content

Learn six collaborative methods for prioritising content so your team can be aligned and have confidence in the content being published..

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