Creative agency glossaryBusiness and Clients

Case Study

A case study is a short account of a finished project, covering the problem, the idea, the work and what happened, used to show future clients how an agency thinks and delivers.

What is a case study?

A case study is the story of one project, told after the fact. In the agency world it usually follows a fixed arc: the challenge the client brought, the insight that unlocked it, the idea, the work itself and the results. It can live as a page on a website, a few slides in a credentials deck, a printed piece or a short film, and the best ones are built to work in all of those forms.

It is different from a portfolio entry. A portfolio shows what the work looks like. A case study explains why it looks that way and what it did, which is the part a prospective client is actually trying to judge when they are deciding who to trust with their own brief.

Why it matters

Why a case study matters

Clients hire agencies on evidence, and most of the evidence they will ever see is a case study. It is how a marketer who has never worked with you decides whether you understand problems like theirs. It is also how award juries meet the work: a campaign without a strong case study rarely wins, however good the campaign was, because the jury has a few minutes and hundreds of entries.

Inside the agency, writing one is a discipline. Explaining a project from brief to result forces the team to name what actually worked and what was luck, which is knowledge the next project can use.

In practice

How a case study works in practice

  1. 01

    It starts while the project is still running. The best case studies are planned at kick-off: behind-the-scenes footage and stills captured on set, the strategy documented as it develops, and the client asked early about which results can be shared. After launch, the team collects the outcome data (views, coverage, sales, whatever the objective was) and agrees with the client what can be published, since many brands restrict the numbers.

  2. 02

    Then it is edited like any other piece of storytelling. A written case study needs a sharp opening, a clear problem and an honest account of the result. A case study film, the format award shows favor, compresses the whole arc into a couple of minutes, with the work itself carrying most of the weight and the voiceover kept out of its way.

At RIOT

Case studies at RIOT

We make case studies for clients as well as about them. For the Washington Commanders our work runs from the 2022 rebrand film and the new identity trailer to the Major Tuddy mascot reveal, the "Making the Mascot" documentary and a Cannes case study film. Because RIOT is a creative agency and production studio, the team that tells the story of a project is the team that made it, which is the easiest way we know to keep a case study honest. We treat it as a film like any other, with the same craft as the campaign it describes.

See the work →

Watch out

What people get wrong about case studies

Leading with the agency instead of the client's problem. A prospective client reads a case study to see their own situation in it, and three paragraphs of process before the problem lose them. The second mistake is inflating results, or presenting reach as if it were impact. Experienced marketers can tell, and one inflated number makes them doubt the rest. The third is waiting until months after launch, when the footage is lost and the team has moved on.

Questions

People also ask

What should a creative agency case study include?

The client's challenge, the insight, the idea, the work and the result, in that order. Show the work itself prominently, and include only the results the client has approved for publication.

How long should a case study be?

Long enough to tell the story and no longer. A web case study is often a few hundred words with strong visuals, and a case study film for an award entry typically runs around two minutes.

Do clients have to approve a case study?

Usually, yes. Most contracts and most brands require approval before an agency publishes work or results, and many limit which numbers can be shared. Asking at the start of a project makes the approval much easier at the end.

Next to it in the glossary

  1. Business DevelopmentBusiness development is the work of finding, winning and growing the relationships that bring new revenue into a company, from the first conversation to a lasting partnership.
  2. Business MetricsBusiness metrics are the measurements a company uses to judge its health and progress, such as revenue, margin, customer acquisition cost, retention and growth.
  3. Business ObjectiveA business objective is a specific, measurable goal a company sets for itself, such as growing revenue in a category, entering a market or winning back lapsed customers, which strategy and campaigns are built to serve.
  4. Client BriefsA client brief is the document a brand gives its agency at the start of a project, setting out the objective, the audience, the message, the deliverables, the budget and the timing.
  5. Client PerformanceClient performance is the measure of how a client's campaigns and account are doing, both in the results the work delivers for the brand and in the health of the relationship with the agency.
  6. Client PitchA client pitch is the meeting in which an agency presents its thinking and creative ideas to a prospective client in order to win a project or an account.

Every Business and Clients term →

In the work

Where it shows up

All our creations →

From the journal

Read around it

The journal →

Talking the talk is one thing

We make the work.

RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

    Footage