Templates

Customer case study template

Sales and marketing teams turning one customer win into proof.

Make one from your notes
Customer case study
How Alder Valley Clinics cut overtime
Shiftwell scheduling across 14 clinics, 2026

9 slides. Example, names are fictional.

Tips

  1. 01Lead with the headline result so the slide works even if it's the only one seen.
  2. 02Describe the challenge in the customer's numbers, not your product's terms.
  3. 03Show results as before and after, with the timeframe.
  4. 04Get the quote approved by the customer before you share the deck.

Questions

How do you structure a case study presentation?
Open with the result, then the customer's challenge, the solution, how it was rolled out, the results with before and after numbers, and a quote from the customer.
How many slides should a customer case study have?
Eight or nine slides is enough. One result per slide reads better than a crowded results page.
Can I edit this case study template in PowerPoint?
Yes. Open it in MakeDecks, replace the customer and numbers, then download an editable .pptx with native charts, or a PDF, free.

Make it yours.

Free. Edit online, download .pptx or PDF.