Sales and clients · 8 slides
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.
For consultants, agencies, software vendors and service firms that show prospects a client project: sales and account teams, partners and marketing.
Download the example deck (.pptx, 57 KB)Free for your own and client decks, no sign-up. Company and figures are invented.
8 slides
What each slide has to achieve and what to put on it. Scroll through, or open the deck and present it.
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.
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.
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.
Shows what the work involved and what the client did themselves. Prospects want to know what they would have to put in.
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.
Condenses the outcome into three numbers, cost side included. A prospect's first question after “does it work?” is “what did it cost?”.
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.
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.
Brief
Copy the brief or open it straight in the editor. Replace the highlighted parts with your own facts, or attach your files and the numbers come from them.
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.
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.
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.
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.
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.
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.
FAQ
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.
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.
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.
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.
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.
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How to structure a presentation for work: lead with the answer, match the order to your purpose, use skeletons for decisions, updates, pitches and proposals.
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