Sales and marketing template

Free

Case study template

A seven-slide customer case study: the results at a glance, the challenge, the approach in three steps, a before-and-after chart, the customer's own words and what comes next.

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Who it's for

Sales, marketing and customer teams sharing a success story with prospects or colleagues.

What's in it

7 slides in the Sunset theme, with speaker notes where they help. Change the theme, the text and the layout of any slide.

Fonts: IBM Plex Serif and IBM Plex Sans

Every slide

The presentation you get. Replace the words in brackets with your own.

Coming soon

  1. Case study: [Customer name]

    How they [reached an outcome] in [time]

    Slide 1

  2. At a glance

    40%

    less time on routine work

    2×

    faster answers for their customers

    6 weeks

    from first call to everyone using it

    Slide 2

  3. The challenge

    • Information was spread across many places

    • Work was copied by hand between teams

    • Customers waited days for simple answers

    Slide 3

  4. The approach

    Understand

    Set up

    Grow

    Two workshops to map how work flowed and where it got stuck.

    One team first, with their real work, then a review after two weeks.

    Every team moved over, with a short guide and a named helper.

    Slide 4

  5. The results

    Bar chart: Hours per week on routine work, 2 series over 3 categories0102030Team ATeam BTeam C302418171511Hours per week on routine workBeforeAfter
    Bar chart: Hours per week on routine work, 2 series over 3 categories
    CategoryBeforeAfter
    Team A3017
    Team B2415
    Team C1811

    Every team gained

    The biggest change was in the team with the most manual work.

    Slide 5

  6. “We finally spend our time on our customers instead of on paperwork.”

    [Name], [Role] at [Customer name]

    Slide 6

  7. What's next

    • Bring the remaining teams on board

    • Connect two more of their tools

    • Review the results again in six months

    Slide 7

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