5 Things To Have In Your Case Study!

March 1, 2022
Read Time: 2 mins

Build a case study that closes clients.

When I first started designing, I was VERY active on Behance.

I was building up my portfolio to get my dream internship.

But instead of getting that internship, I got my first 3 clients.

Even now, I still get inquiries from Behance. What sets me apart is my attention to detail and the way I present my projects.

You see, case studies help us:

⭐️ Show our expertise

Clients don’t understand the creative process, so case studies help us show our clients the exact steps we went through to create the final design.

⭐️ Build trust & communicate empathy.

Our case study shows how we solve our client’s problem. And potential clients will be more likely to trust you if we’ve solved a problem they’re currently experiencing.

But what many designers do is slap their logo, web design, or whatever they made onto a bunch of mock-ups.

That’s it!

The thing is, our case studies need to tell a story. It needs to show our potential clients how exactly we’re gonna help them.

So here are the 5 things you need to have in your case study:

👉🏻 Client Overview

Who’s the client? What do they do or offer? Keep this short.

👉🏻 Project summary (Problem & goal)

What’s the problem you’re trying to solve? What goals is this project trying to achieve? What are the deliverables? What’s your role?

👉🏻 The Process

What steps did you take to create that final design? Did you use mood boards? Were there other design options?

I would sometimes include the iterations I’ve made, the logo concepts I showed, the chosen stylescape, and even staged photos during the sketching phase.

👉🏻 Show the solution

What was the final design? Why was that the chosen concept?

This is when I slowly start introducing the final elements of the visual identity (colors, fonts, mockups, logo)

👉🏻 Results

What results did your client see from the project? Did website conversion increase? Are they able to charge a premium?

I usually ask my clients for any results 3 months after the project has been launched.

In case you need a reference...

Here’s a case study for a branding and packaging design project I did a few years ago with Lil’ Haven!
Check out the full case study

Hope this helped!

Patty 🤩

tl;dr - Your case study shouldn’t just be a bunch of designs slapped onto different mockups. It needs to tell the story of how you help your clients go from Point A to Point B.

If you’re ready for additional support, here’s how I can help you:

  1. A customized strategy and action plan to help you sign premium clients. Book a 60 minute consultation call here.

  2. Create content that converts with my free guide here.

👀 Check this out

🧠 Course: The Complete Case Study — My current case study format was heavily influenced by the futur’s case study course. It also has a bunch of worksheets that you can fill out!

☀️ What I've been up to...

📖 Book: Die With Zero by Bill Perkins — I’m still currently reading this, but this book literally talks about dying without any $$$ left to spend. It talks about how we end up wasting our money because all we do is save for our future and retirement. The problem with this is that, we end up not spending our money at all! It’s a good read if you’re looking to maximize your money.

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