Marketing & search · Practice guide

Build case studies around a story you can evidence

Illustrative situation

A team wants to publish a dramatic success story but has only a few screenshots and no agreed record of the initial problem or result. A case study is strongest when a reader can understand the original problem, work completed and supported outcome. A clear implementation story can be useful even without dramatic performance figures. Do not invent a result to make the story feel complete.

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What this means for your practice

Select a case whose scope, work and outcome can be supported. A clear account of a verified implementation is preferable to an unsupported performance claim.

An example to discuss with your team

Ask a reviewer unfamiliar with the project to trace every numerical or comparative claim to its evidence record.

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What to discuss with your agency

Ask the agency to trace every numerical or comparative statement to its record. Distinguish measured outcomes from observations and future expectations. If evidence is limited, focus on what was demonstrably delivered and why it mattered to the client's process. That makes the story easier to trust and maintain.

Put the brief into practice

Choose a project whose initial problem and delivered work can be explained from reliable records. Identify the audience for the case study and the decision it should help them make. A prospective client may learn more from a clear account of a relevant challenge and the implemented response than from a dramatic headline with weak support. Ask the agency to separate scope, completed work, measured results and observations in its evidence notes. Any numerical or comparative claim should have a source and an appropriate period.

If the project lacks outcome measurement, describe the verified implementation honestly rather than estimate benefits after the fact. Keep client-specific material subject to the agreed publication process. Give an unfamiliar reviewer the draft and supporting record and ask what they believe was achieved. Resolve any gap between that interpretation and the evidence before publication. A credible story can be specific and useful without implying that every future client will obtain the same outcome.

How to check the result

Track claims revised or removed because supporting evidence was insufficient.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.

Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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