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Article: How to Write a Case Study: Tips + Tricks

How to Write a Case Study: Tips + Tricks

How to Write a Case Study: Tips + Tricks

A well-written case study shows potential clients what your business can do in the real world. It’s more than a success story. It’s proof that you deliver on time, within budget and with quality results.

At CBM, we build case study templates that help construction and trade businesses present their work with clarity and confidence. This guide walks you through what to include and how to write a case study that helps win future jobs.


What is a Case Study?

A case study is a short document that explains what your business did for a client or project, how you approached it and what the result was. It’s a great way to:

  • Show off your experience

  • Build credibility during sales conversations

  • Strengthen tender submissions and EOIs

  • Share real outcomes with visuals and project data

In the construction industry, case studies also demonstrate the types of projects you’re best suited for. That makes it easier for decision-makers to trust your capability.


What to Include in a Strong Case Study

The CBM Case Study Template follows a clear format designed for quick reading and high impact. Here’s what we recommend including.

Project Summary

Start with the basics. What was the job? Where was it? Who was the client? Include a photo or key detail to help it stand out.

The Challenge

Explain what the client needed. Were there specific constraints, time pressures, or technical problems that needed solving?

Your Approach

Describe how your business handled the job. Keep it simple and clear. Focus on decisions, methods and any value-added steps.

The Outcome

Summarise the result. Use figures, timelines or a short client quote if available. This section should reinforce your professionalism and reliability.

Key Highlights

List a few key achievements. This might include speed of delivery, safety record, cost savings or client satisfaction.


Writing and Layout Tips

Be Specific

Say exactly what your team delivered. Instead of “general works”, write “supplied and installed precast panels across five levels”.

Make it Visual

Use before-and-after photos, logos or project stats. Visual elements help readers remember your work and make the page easier to scan.

Match Your Brand

Your case study should look like the rest of your documents. The CBM template range helps you stay consistent across proposals, quotes and profiles.


Available Formats

Our case study templates are available in:

  • ✅ Canva

  • ✅ PowerPoint

  • ✅ Google Slides

  • ✅ Adobe InDesign

  • ✅ Figma

Each version is easy to edit and looks great in PDF format, online or printed.


Common Mistakes to Avoid

  • Using vague descriptions with no outcomes

  • Forgetting to include photos or proof of work

  • Writing long paragraphs instead of using bullet points

  • Leaving off your contact details

Clients want to see results and relevance. Make it simple for them to say yes.


Why Case Studies Matter in Construction

In the construction industry, decision-makers rely on more than price. They want to see what you’ve done and how it applies to their needs. A case study builds confidence and gives them reasons to trust you.

It’s also a great asset for social media, tender packs and business development conversations.


Ready to Create Yours?

Our CBM Case Study Template helps you document and share your best work in a clean, professional format.

You’ll get:

  • ✅ A structured layout for short or detailed case studies

  • ✅ Editable files in Canva, PowerPoint, Google Slides, Adobe InDesign and Figma

  • ✅ A brand-aligned design to use across multiple projects

  • ✅ Room for visuals, stats and tailored proof points

👉 Download the case study template and show clients exactly why they should work with you.


Want Help Writing It?

You can also try our Brand Voice Assistant GPT to keep your messaging consistent across your documents.

👉 Use the Brand Voice Assistant GPT

No sign-ups. No forms. Just helpful tools to get the job done.