Case Studies Collection

Overview

Case studies are your most persuasive marketing content. They prove your work delivers results. The structure should make it easy for your team to capture the narrative and for visitors to scan for relevance.

Recommended fields

Required

• Title (text) — the case study headline. Often includes the client name and outcome.
• Client name (text) — who the work was for.

Recommended

• Challenge (rich text) — what problem the client faced.
• Solution (rich text) — what you did.
• Results (rich text) — measurable outcomes.
• Featured image (image) — hero image or client logo.
• Industry (select) — the client's industry.

Optional

• Testimonial quote (text) — client's words about the experience.
• Metrics (text) — key numbers: "40% increase in conversions", "2x faster load time".
• Gallery (multi-image) — screenshots, before/after, deliverables.
• Timeline (rich text) — project duration and phases.
• Tools used (multi-select) — technologies, platforms, methodologies.
• Team members (multi-reference) — who worked on this project.
• Services (multi-reference) — which of your services were involved.
• Client logo (image) — for card displays.
• Client URL (url) — link to the client's site.
• Featured (boolean) — highlight on homepage.

The challenge/solution/results structure

This three-part structure is the industry standard for case studies. It works because it mirrors how buyers evaluate solutions:

1. Challenge — "I have this problem." The reader identifies with the client's situation.
2. Solution — "Here is how it was solved." Demonstrates your approach and expertise.
3. Results — "Here is what happened." Provides proof that your solution works.

Use separate rich text fields for each section, not one big body field. This structure:

• Forces your team to include measurable results (the part most often skipped).
• Lets your front end display each section with distinct styling.
• Makes case studies scannable — readers can jump to results.

Metrics field

The metrics field deserves special attention. Use it for headline numbers that appear in cards and summaries:

• "300% increase in organic traffic"
• "50,000 new users in 3 months"
• "$2M in new revenue"

Keep this field as plain text, not rich text. It is for one-liners, not paragraphs.

Industry filtering

Add an industry select field so visitors can find case studies relevant to their business. Common categories:

• SaaS / Technology
• E-commerce / Retail
• Healthcare
• Financial Services
• Nonprofit
• Education

This field also powers "related case studies" — show other work in the same industry.

Tips

1. Do not skip the results section — it is the most important part. Vague results ("the client was happy") are worse than no case study at all.
2. Metrics on cards — display the headline metric on the card view so visitors can see outcomes before clicking through.
3. Gallery tells the story — before/after screenshots, deliverable mockups, and process photos make case studies compelling.
4. Client permission — always get permission before publishing. Some clients prefer anonymized case studies ("a leading SaaS company").
5. Featured boolean — your best 3-4 case studies should appear on the homepage. Use a boolean field to flag them.