Free tool for B2B teams

Free Case Study Generator

Add the client, the problem and the numbers. Watch a structured, persuasive case study build itself on the right, ready to drop into your next proposal or pitch.

Your client win

Sample data is filled in. Replace it with your own and the draft updates as you type.

The basics
The story
The numbers
MetricBeforeAfter
In their words
Writing style
Live draft 0 words
Client story

Client
Industry
Timeframe

The challenge

What we did

The results

In their words

What this means for you

Unlock the full case study

Enter your work email to see the closing section and copy the finished draft.

Case Study Templates

Prefer to start from a layout? Pick a ready template, add your client's details and send it.

B2B Customer Success Case Study template preview B2B services

B2B Customer Success Case Study

The classic format for agencies and service firms. Challenge, approach, results and a client quote on one page.

Use this template
Customer Success Case Study Page template preview Website page

Customer Success Case Study Page

A web-style case study with a results banner up top. Built to share as a link or publish on your site.

Use this template
Marketing Case Study Report template preview Marketing

Marketing Case Study Report

For campaign results. Goals, channels, what changed and the numbers that prove it.

Use this template
Project Case Study Webpage template preview Project

Project Case Study Webpage

Shows a single project from brief to delivery. Good for design, development and consulting work.

Use this template

What Is an AI Case Study Generator?

An AI case study generator turns the facts of a client project into a finished case study. You describe the client, the problem, what you did and the result. The AI writes the story, puts it in a clear structure and lays it out as a document you can share.

Writing a case study by hand usually means a blank page, three rounds of edits and a designer to make it look right. With Proposal.biz, the draft and the design arrive together, in your own brand.

How the Case Study Generator Works

Three steps. No blank page and no formatting.

1

Describe the win

Fill in the client, the problem, what you did and the numbers. The draft updates as you type.

2

Let AI draft it

The generator writes the headline, works out each result and puts everything in the right order.

3

Edit and share

Copy the draft, or open it in Proposal.biz to brand it and share it as a link.

What a Good Case Study Includes

Keep this order. Buyers skim first, so each part should be easy to find.

  1. A headline with the result"How Harbour and Co. doubled qualified leads in six months" says it all in one line.
  2. The client and their problemWho they are and what was going wrong, in words your prospect will recognise.
  3. What you didTwo or three clear steps. Skip the long list of tasks.
  4. The resultsShow the before and after numbers, not only a percentage.
  5. A client quoteOne honest line in the client's own words.

Where to Use Your Case Studies

A case study sitting on a resources page does little. It works hardest when it reaches a buyer at the moment they have doubts.

Inside proposals

Add one relevant story right after pricing. It answers the question every buyer asks at that point: will this work for us?

In follow-up emails

Send a story that matches the objection raised on your last call. It is a far better reason to get in touch than "just checking in".

In decks and one-pagers

Use the headline result and the quote only. Link to the full case study for buyers who want more detail.

Who Uses the Case Study Generator

Any team that wins work by showing proof of past results.

Agencies

Turn every campaign win into a story for the next pitch, without waiting for a designer.

Consultants

Show the problem you solved and the measurable change, even when the client asks to stay unnamed.

SaaS and software teams

Write customer success stories that show onboarding time, adoption or revenue impact.

Sales teams

Keep a case study ready for each industry you sell to, and attach the right one to every deal.

How to Get Clients to Agree to a Case Study

The hardest part is often not the writing. It is the yes.

1

Ask at the right moment

Right after a milestone, at renewal, or when the client sends unprompted praise. Reply to that praise with your request.

2

Keep it to 15 minutes

Clients say no when they picture a long process. Offer one short call and one review round, and bring a draft to the call.

3

Offer to leave their name out

"A 60 person consulting firm in London" still works, as long as the problem and the numbers stay specific.

Quick Tips for Better Case Studies

Small changes that make a case study far more convincing.

Instead of this
Do this
Starting with your company history
Start with the client's problem
"Improved results a lot"
"From 18 to 47 leads a month"
A polished, corporate quote
Something the client actually said
One case study for every prospect
Match the industry to the reader
A heavy PDF attachment
A link you can track

Want to write it yourself? Try these AI prompts for writing a case study.

Why Use Proposal.biz for Case Studies

The generator is the start. Proposal.biz keeps every client win ready for your next deal.

  • Your brand, applied for youPaste your website URL once. Your logo, colours and fonts are saved in the Smart Content Library.
  • Reuse case studies anywhereDrop a saved case study into a proposal, pitch deck or one-pager.
  • Draft in minutesAI document generation turns a short prompt into a full, structured document.
  • See when it is readShare a trackable link and see when a prospect opens it.
Create a case study free

Frequently Asked Questions

Everything you need to know about the case study generator

Yes. Fill in the form and preview as many drafts as you like. Your email unlocks the closing section and the copy option.
The client's name and industry, the timeframe, the problem, what you did, up to three before and after numbers and a short client quote. Sample data is filled in so you can see how it works.
For sales use, aim for 300 to 600 words. That covers the problem, the work and the results, and stays short enough for a busy buyer.
Describe the client instead, such as "a 60 person consulting firm in London". Keep the problem and the numbers specific.
A testimonial is a short statement of praise. A case study explains the problem, what was done and what changed, with numbers a buyer can weigh up.
Aim for at least one for each main industry or service you sell. Buyers trust stories from companies that look like their own.
Yes. Edit any block directly, or ask Document Chat to shorten a section, change the tone or lead with a different result.

Turn Your Next Client Win Into Proof

Built for marketing teams and sales teams who need fresh proof for every deal.

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