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How to Make a Case Study Presentation (+Templates)

Learn how to present a case study like a pro, with tips on how to structure a case study presentation slide by slide and customizable case study templates.

Author Dominika Krukowska

5 minute read

How to make a case study presentation

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Short answer

What is a case study presentation?

A case study presentation is a structured visual story that explores a real-life project or situation, focusing on the problem a client experienced, the solution you offered, and the measurable results.

It’s designed to illustrate your expertise and show the value of your work through compelling, relatable examples.

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What is the purpose of presenting a case study?

The purpose of presenting a case study is to show the value and impact of your work in a way that feels persuasive and relatable.


Here’s why case studies work so well:

  • Show expertise: They prove you can solve real problems and deliver measurable results, building credibility as a trusted expert.

  • Build trust: Real-world examples make your claims more believable, showing clients or stakeholders what you can deliver.

  • Inspire action: Relatable challenges and clear outcomes motivate your audience to see how your solutions could work for them.

  • Highlight results: It’s not just talk—a case study backs up your impact with solid data and tangible outcomes.

  • Create connection: Focusing on real people or businesses makes your story engaging and emotionally resonant.

What does a case study presentation look like?

A modern case study presentation is interactive and engaging, ditching boring text walls for dynamic visuals and tools.

You can include before-and-afters, embed videos, add interactive data visualizations, or tuck extra details behind "read more" buttons.

These features grab attention, keep your audience engaged from start to finish, and make your key points shine—without drowning them in walls of text.

Interactivity takes your deck to the next level, turning it into an experience that feels personal, engaging, and far more memorable than plain static slides or PDFs.


Here’s an example of a case study presentation:

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NOTE: If you don't want to learn how to write a case study and just want to see some decks, check out our post with the best case study presentation examples.

How to write a case study presentation slide by slide

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.


In this section, I’ll take you through it slide by slide, showing you how to build a narrative that’s compelling and gets the job done.

How to structure a case study presentation?

  1. Cover slide

  2. Introduction

  3. Company introduction

  4. The problem/challenge

  5. Your solution

  6. Results

  7. Customer quotes/Testimonials

  8. Next steps

1) Cover slide

The cover slide sets the tone for your case study presentation, so clarity and focus are key here. Instead of cramming it with generic graphics or vague titles, make it purpose-driven.

Highlight the client or project name, the challenge solved, and a concise, compelling tagline that hints at the results achieved.

Use visuals strategically—a striking image or graphic that connects emotionally to the story works far better than random stock photos.

Incorporate branding by extracting your and your client’s logos or using brand colors to tie the design together seamlessly.

A polished, targeted cover slide shows confidence and draws your audience into the narrative right from the start.

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Case study title slide example

2) Introduction

The introduction slide is your chance to set the stage and hook your audience.

Start strong with a one-liner that nails your unique value proposition—something that grabs attention and makes your audience curious to learn more.

If you want, you can also bring in a personal note. In just a few sentences, share the heart of the case study: what makes it special, why it’s worth exploring, and how it connects to your audience.

Keep it authentic and engaging—it’s your chance to set the tone and draw them into the story.

Focus on the problem, the stakes, and the transformation, giving just enough to intrigue without giving everything away.

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Case study introduction slide example

3) Company introduction

The company overview slide gives your audience essential context about your customer’s business.

Keep it concise yet impactful—share who they are, what they do, and their core mission or values. Highlight key details like industry, size, or market position if relevant to the story.

Avoid drowning in specifics; focus on what’s necessary to frame the case study. Use visuals like a logo, a key statistic, or an image that represents their brand.

This helps your audience connect with the client as a relatable, real-world business, setting the stage for the challenges and solutions you’re about to present.

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Case study company introduction slide example

4) The problem/challenge

In this section of your case study presentation, get to the heart of the challenge your customer was up against.

Tell the story from their perspective to make it relatable and genuine. Bring the pain points to life—what was at risk, why it was such a hurdle, and how it impacted their business.

Be specific but concise: include key metrics, bottlenecks, or inefficiencies if they help paint a clearer picture.

Avoid jargon and make it human—this isn’t just about a problem, it’s about what they were struggling with and why it mattered.

A well-written challenge slide resonates with your audience, showing you understand the stakes before moving on to the solution.

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Case study problem slide example

5) Your solution

The solution slide is your chance to show exactly how your product or service tackled the customer’s problem head-on.

Be clear and specific—explain what you did, why it worked, and how it solved their challenge.

Break it down into simple steps or strategies, highlighting the unique aspects of your approach that made all the difference.

Avoid fluff—stick to actionable details that demonstrate your expertise. Include visuals like diagrams, screenshots, or short videos to make your explanation engaging and easy to follow.

This slide isn’t just about saying you fixed the problem; it’s about showing the thought, precision, and impact behind your solution, proving why you were the perfect fit for the job.

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Case study solution slide example

6) Results

The results slide is your moment to show what your work accomplished.

Highlight the big wins—like higher revenue, time saved, or improved efficiency—and back it up with real numbers. Add visuals like graphs or before-and-after comparisons to make the results clear.

This is where you show the transformation your solution created and the genuine value it brought to the table. Done right, this slide leaves your audience thinking, “I need those results too.”

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Case study results slide example

7) Customer quotes/Testimonials

This slide adds authenticity and credibility to your case study presentation. Use direct quotes from the customer to highlight their experience and the transformation they achieved.

Pick statements that emphasize key benefits, such as how your solution exceeded expectations or solved their challenges.

Pair quotes with visuals like the customer’s logo, a photo, or a short video for added personalization.

This approach lets the customer sing your praises using their own words, which makes your story more trustworthy.

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Case study testimonials slide example

8) Next steps

The last slide of your case study presentation should wrap things up with a clear call to action.

Don't make your audience work for it. Let them know exactly what you want them to do next—it could be getting in touch with your team, booking a meeting, or scheduling a product demo.

Make it easy by embedding a calendar link or providing direct contact details to remove any hassle.

Use inviting phrases like “Get started today” or “See how we can deliver similar results.” You can also remind them of the value highlighted in the case study to reinforce their decision.

This slide makes it crystal clear how they can take the next step toward working with you.

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Case study next steps slide example

Grab a case study presentation template

Creating an effective case study presentation is more than just gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

Interactive case study templates already apply a winning structure that's been optimized for maximum engagement, so they give you a head start.

Instead of wrestling with an AI website builder, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Just grab one.

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How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.


How to present a case study in 5 steps:

  1. Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

  2. Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

  3. Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

  4. Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41%.

  5. Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Dominika Krukowska

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Table of contents
What is a case study presentation? What is the purpose of presenting a case study? What does a case study presentation look like? How to write a case study presentation? How to structure a case study presentation? Grab a case study presentation template How to create a case study presentation?
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