# Case study presentation template > A case study presentation tells one client's story in the order a prospect needs it: who the client is, what the problem was, what you did, what changed and where the approach fits. This template has eight slides, with the result in the headline and the numbers in a chart and three KPIs. It is built for sales and credentials decks, not for business school case work. - Source: https://ai-presentations.com/templates/case-study/ - Updated: 21 October 2026 - Language: English - German version: https://ai-presentations.com/de/vorlagen/case-study/ For consultants, agencies, software vendors and service firms that show prospects a client project: sales and account teams, partners and marketing. ## Slide by slide ### 1. Title: the result and the client The headline is the case study in one line: the number, the client and the time frame. Prospects skim, so the first slide has to carry the claim. - The result as a number, such as “waste down 31%” - The client's name, or a description such as “a regional bakery chain with 14 branches” if the client is confidential - The time frame and the date of the data ### 2. The client A prospect decides from three facts whether the story is about them. Size, volume and people are enough, and they set the scale for every number that follows. - Three facts that show fit: size, volume, people - The industry in plain words - The client's written approval for name, numbers and quote ### 3. The challenge States the problem in the client's own numbers. A case study without a baseline cannot show change, and a contradiction, such as waste and empty shelves at the same time, makes the problem worth reading about. - One number for the size of the problem - The baseline for every metric you report later - What the client had tried before ### 4. The approach Shows what the work involved and what the client did themselves. Prospects want to know what they would have to put in. - Three to five steps, each with a verb and a duration - Who did what, you or the client - One sentence on what was out of scope ### 5. The result A path shows more than an end point: how fast the number moved and what drove it. Credibility comes from the shape of the curve. - One metric over time, with the baseline marked - Start and end labeled - A sentence that ties the steepest change to a step of the approach ### 6. The outcome Condenses the outcome into three numbers, cost side included. A prospect's first question after “does it work?” is “what did it cost?”. - Three KPIs, each against its baseline - Project cost and payback next to the savings - A note on what is not counted ### 7. Client quote Adds the client's voice. It should say what changed in daily work, not praise the vendor. It must be real and approved in writing; the quote in this template is invented. - One sentence about what changed - Name, role and company, with approval - No quote at all if you have no approved one ### 8. Where it fits Ends with where the approach fits and where it does not. A case study that names its limits is more believable and brings in the right inquiries. - Two or three conditions where it works - One honest case where it does not - A concrete first step and a contact ## Example deck The example is about Orrin & Vale, an invented company. Every figure in it is invented too. 1. Bread waste down 31% in 12 months at Tolliver Bakehouses. How a regional bakery chain cut unsold bread and empty shelves with forecasts per item, and what it cost. Orrin & Vale · operations consulting · all names and figures are invented 2. The client: a regional bakery chain with 14 branches and daily fresh deliveries: Branches: A regional chain in one metropolitan area, supplied every morning from a central bakery.; Production value: Value of the bread, rolls and pastries baked each year, at production cost.; Employees: Bakers, drivers and branch staff, working in shifts from 3 a.m. to 8 p.m. 3. Tolliver threw away 11.2% of its bread, and shelves still ran empty by afternoon. €4.5m of bread wasted a year. Every branch got one delivery at 6 a.m., sized from last week's orders. Mornings ended with surplus, afternoons with empty shelves. The baseline: 11.2% waste, 18% of afternoons sold out. 4. Four steps over twelve months: measure, forecast, re-time and hand over: Measure → Forecast → Re-time → Hand over 5. Waste fell steadily from 11.2% to 7.7% of production value within twelve months. 3.5 percentage points lower, a 31% reduction. The steepest drop, 0.9 points, came in months 4 to 6, when the second delivery wave went live. 6. After twelve months: less waste, fewer empty shelves, and the €0.6m cost repaid by month 11: Waste, share of production value 7.7% (3.5 pp lower than the baseline); Saved per year at run rate €1.4m (repaid in about 11 months); Afternoons with empty shelves 10% (8 pp lower than the baseline) 7. "We stopped guessing at 5 a.m. Branches now order to the sales curve, and the waste bin is almost a third lighter." Priya Anand, COO, Tolliver Bakehouses (fictional) 8. Where this approach fits. What Orrin & Vale checks before it takes on a project like this. Fits: perishable goods, daily deliveries, 10 or more outlets and sales data per item. Fits less: a single outlet, weekly deliveries or no sales data by hour. First step: four weeks of measuring your own waste and empty shelves ## Tips - **Lead with the result, then tell the story.** Put the number in the title and the story behind it afterward. Prospects skim, and a title like “Bread waste down 31% in 12 months” works even if nobody reads slide two. - **Get written approval before you write.** The client's name, figures and quotes need the client's written approval. Ask early, because legal reviews take weeks. If the answer is no, anonymize: describe the client by industry and size, and say so on the slide. - **Use the client's baseline, not yours.** Every result needs a before. Take it from the client's own records and name the source on the slide. A result without a baseline is a claim. - **Count conservatively and say what you left out.** If you count only avoided cost and not extra sales, say so. A modest number with a clear method is easier to defend than a big number nobody can trace. - **Name the limits.** End with where the approach does not fit. It costs you a few inquiries that would not have worked anyway and makes all the others more serious. ## Common mistakes - A story without a number: “the client was very satisfied” - A result without a baseline, so nobody can see what changed - The vendor as the hero: ten slides on your method and one line on the client's problem - Results without costs: the savings are shown, the project fee and the payback are not - A client name or quote used without written approval ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create an 8-slide case study presentation for prospects of [our consultancy]. Client: [a regional bakery chain with 14 branches, called Tolliver Bakehouses]. Slide 1: title with the main result and the time frame: [bread waste down 31% in 12 months]. Slide 2: the client in three facts: [14 branches, €40m production value, 460 employees]. Slide 3: the challenge with one number and the baseline: [11.2% waste, 18% of afternoons with empty shelves]. Slide 4: the approach in four steps with durations: [measure, forecast, re-time deliveries, hand over]. Slide 5: a line chart of the main metric over twelve months with the baseline marked. Slide 6: three result KPIs against their baselines, with project cost and payback. Slide 7: a one-sentence client quote with name and role: [paste the approved quote]. Slide 8: where the approach fits and where it does not, with a contact. Use a calm, editorial style. Use only the figures I give you, mark anything you had to assume, and label every invented name or figure as fictional. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+an+8-slide+case+study+presentation+for+prospects+of+%5Bour+consultancy%5D.+Client%3A+%5Ba+regional+bakery+chain+with+14+branches%2C+called+Tolliver+Bakehouses%5D.+Slide+1%3A+title+with+the+main+result+and+the+time+frame%3A+%5Bbread+waste+down+31%25+in+12+months%5D.+Slide+2%3A+the+client+in+three+facts%3A+%5B14+branches%2C+%E2%82%AC40m+production+value%2C+460+employees%5D.+Slide+3%3A+the+challenge+with+one+number+and+the+baseline%3A+%5B11.2%25+waste%2C+18%25+of+afternoons+with+empty+shelves%5D.+Slide+4%3A+the+approach+in+four+steps+with+durations%3A+%5Bmeasure%2C+forecast%2C+re-time+deliveries%2C+hand+over%5D.+Slide+5%3A+a+line+chart+of+the+main+metric+over+twelve+months+with+the+baseline+marked.+Slide+6%3A+three+result+KPIs+against+their+baselines%2C+with+project+cost+and+payback.+Slide+7%3A+a+one-sentence+client+quote+with+name+and+role%3A+%5Bpaste+the+approved+quote%5D.+Slide+8%3A+where+the+approach+fits+and+where+it+does+not%2C+with+a+contact.+Use+a+calm%2C+editorial+style.+Use+only+the+figures+I+give+you%2C+mark+anything+you+had+to+assume%2C+and+label+every+invented+name+or+figure+as+fictional.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=template%3Acase-study&utm_content=markdown) ## Frequently asked questions ### What is a case study presentation? A case study presentation tells how you solved a specific problem for one client, with the numbers that prove it. It is a sales document: it shows prospects that you have solved their kind of problem. Business schools and consulting interviews use the same term for a different exercise, analyzing a given problem; this template is for the customer story. ### What should a case study presentation include? The client and why it fits the reader, the challenge with a baseline, your approach in a few steps, the result over time, the outcome in three numbers including cost, a client quote and where the approach fits. Eight slides cover it; method detail belongs in an appendix. ### How long should a case study presentation be? Six to ten slides for a sales conversation; this template has eight. A one-page version for email can use the title, the result chart and the three KPIs. A longer written version is better kept as a document than as a deck. ### Can I build this in my company's PowerPoint template? Yes. Upload your company's .pptx and the AI builds the new slides in that design, with its fonts and colors. The result is an editable PowerPoint file made of ordinary text boxes, shapes and tables. ### Are the numbers in this template real? No. Orrin & Vale, Tolliver Bakehouses, the quote and all figures are fictional. The arithmetic is consistent: waste of 11.2% on €40m production value is €4.5m, 3.5 percentage points less is €1.4m a year, and the savings repay the €0.6m of project cost by month 11, or in about five months at the full run rate. Replace every name and figure with your own, and get your client's approval before you use their name. ## Related pages - [Sales deck](https://ai-presentations.com/templates/sales-deck/): A sales deck template with 9 slides: the buyer's problem, solution, alternatives, proof, business case, pricing, rollout and next steps. - [Consulting proposal](https://ai-presentations.com/templates/consulting-proposal/): Propose the work in 8 slides: what you heard, the evidence, the approach in phases, the timeline, fixed fees per phase, the team and next steps. - [Company profile](https://ai-presentations.com/templates/company-profile/): Show who you are, key facts, growth, offering, customers, history and leadership, and end on a clear next step. A 9-slide company profile deck with an example. - [Consulting presentation](https://ai-presentations.com/templates/consulting-presentation/): A consulting presentation template with 9 slides: executive summary, situation, causes, options, recommendation, roadmap, business case and decision. - [Pitch deck](https://ai-presentations.com/templates/pitch-deck/): Ten slides for a seed round: problem, solution, market, traction, unit economics, competition, team and the ask. A pitch deck template with a worked example. - [Listing presentation](https://ai-presentations.com/templates/listing-presentation/): A listing presentation template with 8 slides: track record, comparable sales, price, marketing plan, timeline, net proceeds and the next steps for the seller. --- ai-presentations.com is published by Slaide (https://www.slaide.de), a sole proprietorship run by Nathalie Scholl in Heilbronn, Germany. [How this site is written, checked and corrected](https://ai-presentations.com/editorial-policy/).