12 February 2019

How to Write an Executive Summary for a Case Study

The first thing you do when faced with any study or report is read the executive summary or overview—right? Then you decide if reading the rest of the material is worth your time. This is why it is so important for you to learn how to write an executive summary for a case study.

The executive summary of your case study serves exactly the same function. If the reader sees nothing beyond this section, they will still walk away with a good understanding of your service.

A great summary might even be enough for a reader to pass the information along to the decision-makers in their organization.

That’s why every word counts

When thinking about how to write an executive summary for a case study, you need to create 2 or 3 crucial sentences that provide a concise overview of the case study. It must be informative and:

  • summarize the story by introducing the customer and their pain points
  • explain what your organization did
  • highlight the key results, including 1 or 2 statistics that drive home the takeaway message

Write the executive summary first to help you focus the rest of the case study. But don’t be too rigid: in the process of reviewing the interview transcript or writing the main copy, another point or statistic may emerge as having more impact than what you’ve chosen to highlight. Revisit your executive summary after writing the case study to make sure it’s as strong and accurate as possible.

If you need a hand with your SaaS case studies, have a look at our case study writing service.

Executive summaries can be short and sweet


This is a good headline followed by a glorified subhead—but it does the trick!

Sometimes you may need a longer executive summary

For complex case studies, you may need a more in-depth executive summary to give readers an overview of the case study.

executive summary case study


It’s a bit lengthy, but it effectively introduces the client, outlines their challenge, and describes the solution and result. It sets the stage for further reading.

Sometimes executive summaries miss the mark entirely

bullhorn,  executive summary case study


This is not an executive summary. It is merely an introduction. We have no idea what the problem or solution is, and there’s nothing to motivate us to read further.

You can do better

Be precise. Impress the reader with key results. Let them see that you offer solutions that matter.

If you need a hand with your SaaS case studies, have a look at our case study writing service.

What’s next?

Now that you know how to write a concise, yet powerful executive summary for your case study, it’s time to focus on your customer. Learn how to make your customer the hero of your SaaS case study.

This is the fourth post in an 11-part series on how to write a SaaS case study.

Get the help you need

You and your team are swamped. Check out our done-for-you case study writing service.

« back to all posts
Emily Amos

As the founder of Uplift Content, Emily leads teams in creating done-for-you case studies, ebooks and blog posts for high-growth SaaS companies. Check out her bio.

Back to Top