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Case Study Proposal Template Concepts
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How to write your Case Study Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This set of chapters was selected for creating a detailed proposal aimed at showcasing the benefits and successes of a specific project or solution through real-world applications. This document was created for a business to demonstrate its proven track record in solving similar problems for other clients, thereby gaining the trust and business of potential new clients.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases for the Case Study Proposal Template

  • Presenting a business solution to a potential client by highlighting past successes.
  • Demonstrating the effectiveness of a product or service through documented case studies.
  • Bidding for a contract by showcasing relevant experience and results.
  • Persuading stakeholders to invest in a project with proven outcomes.
  • Enhancing credibility in a business proposal through real-life examples.
  • Providing detailed explanations and outcomes of past projects to secure a grant.
  • Competing in a tender by demonstrating unique capabilities and past successes.
  • Building confidence in new markets by documenting and sharing success stories.
  • Supporting claims of expertise and results in marketing materials.
  • Documenting and analyzing past performances for internal reviews and strategy planning.

Chapters Suggested for the Case Study Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Case Study, Problem Statement, Solution, Cost Summary, Project Deliverables, Company History, Client Testimonials, About Us, Back Page

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Case Study Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Case Study Proposal Template

Creating the Case Study Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The Cover Letter introduces the proposal, setting the stage for the detailed presentation that follows. It addresses the potential client directly, emphasizing the intent to share valuable case study findings that demonstrate the business's capabilities and successes in similar scenarios.

Title Page

The Title Page serves as the front page of the proposal, typically displaying the proposal's title, the recipient's name and company, the date, and the name of the organization submitting the proposal. It sets a professional tone for the document.

Table of Contents

The Table of Contents lists all the sections and sub-sections of the proposal. It helps the reader easily navigate through the document, finding specific information quickly and efficiently.

Executive Summary

The Executive Summary provides a concise overview of the entire proposal, highlighting the key points and conclusions drawn from the case studies presented. It aims to captivate the reader's interest and summarize why your solution is ideal.

Case Study

The Case Study chapter details specific examples of past projects, explaining the challenges faced and the solutions implemented. It showcases the tangible results achieved, supporting the proposal's claims with real-world evidence.

Problem Statement

The Problem Statement identifies and outlines the specific challenges or needs that the proposed solution aims to address. It lays the foundation for why the subsequent solution is necessary and how it has been effective in past cases.


The Solution section elaborates on the methods and processes used to address the problems mentioned in the Problem Statement. It ties directly into the case studies by linking features and benefits to actual outcomes.

Cost Summary

The Cost Summary provides a detailed breakdown of the costs associated with the proposed solution. Utilizing Proposal Kit's line-item database, this chapter automatically populates the data to present clear and accurate financial information.

Project Deliverables

The Project Deliverables section outlines what the client can expect to receive upon project completion. It details the tangible items or services provided, timelines, and how each deliverable addresses the core objectives of the project.

Company History

The Company History chapter offers a detailed look at your organization's background, highlighting previous achievements and growth over time. This builds credibility by showing a track record of stability and success.

Client Testimonials

In the Client Testimonials section, past clients vouch for your company's performance and reliability. These testimonials are crucial in building trust with potential new clients by showing satisfaction and positive outcomes from others.

About Us

The About Us chapter provides further insight into your company's identity, mission, values, and the team. It personalizes the proposal, helping to forge a connection with the proposal's recipient.

Back Page

The Back Page typically includes contact information and a polite thank you note to the recipient for considering the proposal. It may also contain a call to action, encouraging the recipient to proceed with discussions or a meeting.

This template is also referred to as

  • Success Story Proposal
  • Business Case Proposal
  • Project Effectiveness Proposal
  • Client Success Template
  • Solution Validation Proposal
  • Outcome-Based Proposal
  • Performance Showcase Proposal
  • Proven Results Proposal
  • Achievement Documentation Proposal
  • Impact Analysis Proposal

How to create the Case Study Proposal Template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Case Study Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
  • You can create unlimited custom variations of this template.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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