From Case Study to Compelling Story

Michael Philpott
Michael Philpott
October 31, 2025

Let’s be honest... most case studies are boring.

Even the good ones.

They follow the usual formula:

Challenge. Solution. Result.

But somewhere along the way, the humanity got lost.

The emotion.

The tension.

The stuff that actually makes people care.

Because what people really want isn’t proof that you did a good job...

They want to see what’s possible for them.

And that’s what a compelling customer story does.

It shows the struggle.

It reveals the turning point.

It ends with hope, or triumph, or transformation.

Just like any great story should.

Case Study vs. Customer Story: What’s the Difference?

Here’s a simple way to think about it:

  • A case study is for your head. It explains what happened.
  • A story is for your heart. It makes you feel something.

A good case study tells you:

“We delivered X and saved them Y.”

A great story shows you:

“Here’s what they were going through.
Here’s what changed.
And here’s what they’re capable of now.”

When your audience can see themselves in the journey, that’s when belief kicks in.

That’s when action follows.

What Makes a Case Study Fall Flat?

It’s not that businesses are doing it “wrong.”

They’re just playing it safe.

Here are three things that make case studies forgettable:

  1. No emotional context – You don’t feel the real stakes or stress of the problem.
  2. The company is the hero – The story focuses on the business, not the customer.
  3. No transformation arc – It jumps from problem to solution too fast, skipping the actual change.

But when we shift to StorySelling, we bring those missing pieces back in.

We show the mess before the momentum.

We highlight the customer’s courage.

We move from “what happened” to “what changed.”

The 5-Part StorySelling Model (How to Turn Case Studies Into Stories)

You already know this, but here’s a quick reminder of the structure we use with clients:

  1. Problem – What challenge were they facing? Be specific.
  2. Pain – What impact was it having? How did it make them feel?
  3. Solution – What actions were taken? What shifted?
  4. Outcome – What’s different now? What results emerged?
  5. Action – How are they using that success? What’s the next chapter?

This model works because it follows a natural human journey - a story arc that builds trust, emotion, and credibility.

And unlike a pitch deck, it doesn’t tell people to believe you.

It lets them feel it for themselves.

A Real Transformation Example

One of our clients had a beautifully designed case study that no one read.

The formatting was perfect. The results were strong.

But it wasn’t converting.

When we rewrote it as a story through the eyes of the customer, it changed everything.

Instead of:

“We improved system speed by 27% across three departments.”

It became:

“Mark was dreading every Monday. His team spent hours chasing data and fixing errors. But within six weeks, they were working faster, hitting targets, and actually enjoying their jobs again.”

Same result.

Different impact.

One version proves competence.

The other creates connection.

Want to Learn How to Tell Stories Like This?

👉 Come along to our free webinar and see Michael in action as he unpacks the power of StorySelling in real time. No fluff, no pressure... just stories that work. Click the link and register to secure your place.

👉 Join us at the StorySelling Workshop — a practical, inspiring session that helps leaders, sales teams, and organisations craft better stories that move people to action.

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Michael Philpott
Michael Philpott
Michael is New Zealand’s #1 speaker coach and co-founder of Smart & Wise. He helps leaders speak with charisma, confidence, and clarity—drawing on decades of experience in storytelling, psychology, and stagecraft.
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