Case Study Template

Document customer success stories with a structured template. Create professional case studies for sales and marketing.

Best Practice Tips:

Use specific, quantified metrics in the Results section (e.g., "reduced errors by 45%")
Include a direct customer quote for authenticity and credibility
Focus on business outcomes, not just technical implementation details
Keep the story concise - aim for 1-2 pages when printed

Pro Tips for Maximum Value

🎯 When to Use This Tool

Use this within 30 days of project go-live while details are fresh and results are measurable. Wait too long and you'll forget specifics. Best case studies are written when team can still recall the "aha moments."

✅ Best Practices

•Interview 3 people at customer: executive sponsor, daily user, technical lead - Get perspectives on business impact, usability, and implementation.
•Quantify EVERYTHING - "Faster processing" is weak. "Reduced order processing from 48 hours to 6 hours (87.5% reduction)" sells.
•Get customer approval in writing - Email the draft with subject "Case Study Approval - Response Needed by [Date]." Silence ≠ approval.
•Save frequently using the Save Progress button - Browser crashes happen. Auto-save helps but manual saves ensure no data loss.

🚨 Common Mistakes to Avoid

✗Using vanity metrics - "Processed 1 million records" means nothing. "Reduced errors by 92%, saving $45K annually" is actionable.
✗Skipping the customer quote - Testimonials from real humans build trust. "John Smith says..." beats "Customer reported..." every time.
✗Making it too technical - Sales prospects want business outcomes, not model architectures. Save "transformer-based NLP" for technical appendix.
✗Forgetting "What Went Well" and "Challenges" - These show honesty and help future projects. Sanitized case studies feel fake.

🔗 Combine with Other Tools

→ROI Calculator - Use metrics from case study to build ROI models for similar prospects
→Discovery Questions - Reference case study when asking discovery questions: "We helped Company X with this - sound familiar?"
→Competitive Positioning - Use case studies as proof points in competitive battle cards

Customer Information

Customer Company Name *

Industry *

Company Size

Location (Optional)

Problem Statement

Challenge Title *

Problem Description *

Business Impact (Before State)

Solution Details

Solution Name *

Solution Tier

Approach & Methodology *

Timeline

Team Size

Results & Metrics

Add up to 4 quantified metrics. Be specific! (e.g., "Reduced processing time by 65%", "Saved $45,000 annually")

Metric 1

Metric 2

Metric 3

Metric 4

Overall Impact Summary

Implementation Highlights

Key Technologies Used

Integration Points

Lessons Learned

What Went Well

Challenges Overcome

Customer Testimonial

Customer Quote *

Name

Title