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Case study one pager template: 6 blocks and the questions to ask.

A case study one-pager tells a customer story on one page: the problem, what changed and the result, with a real voice.

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A case study one-pager has six blocks: the customer, the problem, the solution, the result, a quote and a next step. Put the result near the top, so a skimmer sees it at once.

Ask the customer five or six questions, write short, get their approval on every number and every word, then lay it out in your brand. Sales can then send it in a minute.

By Vedran Obradović · Updated 7 November 2026

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The 6 blocks of a case study one-pager.

Top to bottom. The result goes high on the page.

Block 1

Customer and result

Name, logo and the result in one line. This is the headline.

Block 2

The problem

What was wrong before. Two or three lines.

Block 3

The solution

What you did and what they used. Three short steps.

Block 4

The result

What changed. Use numbers the customer approved.

Block 5

The quote

One or two real sentences, with name and role.

Block 6

Next step

One action for the reader who has the same problem.

Print docs in a Brand OS Portal: a one-page document in the brand layout
A one-page document in a Brand OS Portal.

Six questions to ask the customer.

Ten minutes on a call is enough. Record it, with their OK.

Customer interview questions
1. What was going on before you started? What was not working?
2. Why did you decide to act then?
3. What did you try before? Why did it not work?
4. What did the work look like day to day? What stood out for you?
5. What is different now? Any numbers, time saved, or things you can do that you could not?
6. What would you tell someone with the same problem?

Before you publish: send the draft and get written OK on every number, name, logo and quote.

A real quote works well when it sounds like a person. Do not polish it. For help on the voice, read B2B brand voice examples.

Free tool

Is your brand ready to show customers?

A case study carries your logo next to a customer logo. Answer a few short questions. You get a brand score and the top thing to fix. It is free.

Open the full tool: Brand Check

Copy and paste the page text.

Fill in the brackets with the customer words.

Case study one-pager text
[Customer logo]   [Your logo]

HEADLINE: How [Customer] [result] in [time]

THE PROBLEM
[Customer] needed to [goal]. But [problem]. This meant [cost in time or trouble].

THE SOLUTION
1. [What you did to start]
2. [What came next]
3. [How they use it now]

THE RESULT
- [Result 1 with approved number]
- [Result 2]
- [Result 3]

"[Quote]"
[Name], [role], [Customer]

NEXT STEP
Have the same problem? [Reply / book 15 minutes: link]

Want the look right? Use a layout like the sales one-pager so both sheets feel like one family. Put the stories together in a press kit too.

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Where a case study one-pager earns its place.

One story. Many uses.

  • In sales emails, as a PDF attached after a call
  • In proposals, as proof in part 6 of the business proposal
  • On LinkedIn, cut into a quote post and a result post. See LinkedIn post templates
  • On your website, as the short version of a full story
  • In decks, one slide per story

The extra work is making each sheet look right. A Brand OS Portal lets your team do that in the brand, with no wait. A designer is still the right call for brand strategy and a new identity. Brand OS Portal is for the daily work after that.

Case study checklist.

Tick what is true. Ticks stay on this device.

The same rules apply to every sheet in the set: see brochure design tips for B2B and the SaaS datasheet template.

0 of 8 done

Social Studio

Try one Brand OS Portal tool

Turn the quote into a post.

This is a real tool from a real Brand OS Portal, on the MTG brand. The quote from your case study makes a good post. Change the words and the design stays right.

Watch

Watch me show every tool.

I made short videos of the tools. Hear me explain them, then scroll through every one at work. Real tools, on a real brand.

Hear me explain

Social StudioPick a design, change the words, download.
Motion PostsType one line, get a video.
Sales docs and decksDocs and decks in your brand, this week.
Email signaturesYour brand in every email.
Voice CheckCheck words against your voice.

Every tool at work

Social StudioPosts people stop to read. Change the words, keep the look.
Motion PostsType one line. Get a video.
Logo StudioThe right logo, any size, any colour, any file.
Pattern LabPatterns drawn from your own logo.
Pitch deck made in Brand OS Portal for MTG
Pitch Deck BuilderTell it your story. Get the slides in your brand. This deck was made for MTG.
Campaign BuilderPlan a campaign in your brand.
Print docsDocuments that look like you.
Image GraderCheck photos against your brand.
Voice CheckCheck your words against your voice.
Signature BuilderYour brand in every email.
AI to templateBring an AI result into your brand look.

See yours for free

Straight answers.

What is a case study one-pager?

A one-page customer story that shows a problem, what you did, the result and a quote. Sales teams use it as proof.

What should a case study include?

The customer, the problem, the solution, the result, a real quote and a next step.

How long should a case study be?

For a one-pager, about 250 to 350 words. Keep a longer version on your website for those who want more.

How do I get a customer to agree to a case study?

Ask after a clear win. Keep the interview short, send the draft and get their written OK on every number and quote.

What if the customer does not allow numbers?

Use what you may say: the situation, what changed and a quote. Never invent or round up a result.

One more thing.

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