1. Templates
  2. Proposals
  3. Case Study Proposal Template



Case Study Proposal Template


Prepared for:
[Client.FirstName][Client.LastName], [Client.Title]

Prepared by:
[Sender.FirstName] [Sender.LastName], [Sender.Title]


This case study example is ideal for companies in the business-to-business or business-to-consumer space. A case study is essentially a report or review of your product by one of your clients/customers. This review would be conducted by your company, consisting of interviews and reviewing information provided by your clients that show how they have achieved a higher rate of success due to your product. Case studies are essential to a growing business as they show other potential customers that people have been successful or happy using your product. It also helps with brand and trust building.

Copy of girlWe are thrilled to hear that [Client.Company] is interested in being featured as one of [Sender.Company]’s case studies! Our case studies are an excellent opportunity to showcase all the success stories from our customers who have benefited from our product.

This case study is also a great way to showcase [Client.Company]. It allows current or potential customers to recognize similar pain points and see how [Sender.Company] benefited from our product.

In this document, you will gain a better understanding of what you can expect from [Sender.Company] throughout the case study creation process. Below, I have outlined the project, such as timeframes, what kind of questions you can expect, and the approval process for all deliverables.

We thank you again for your support. Without customers like you, we would not be able to spread the word about [Sender.Company]!

Case Study Process


What to Expect

Case studies can often take time, so be sure to let your clients know what is expected of them if they decide to provide one for you.

Start to finish, the entire process should take [Time.Period] depending on availability and turnaround time of drafts. Your involvement will require approximately [Hours.Number] hours of your time. This includes completion of any forms and questionnaires, a short phone interview (if necessary), and review and sign-off on draft versions of the case study.

Once [Client.FirstName] [Client.LastName] has signed off on this proposal, [Sender.FirstName] will be sending a questionnaire to [Client.Email]. Based on your responses, we may set up a follow-up call to elaborate or dig deeper into your answers.

When we have gathered all your responses, along with any other relevant information about [Client.Company], we will put together a case study draft. [Sender.FirstName] will send to [Client.FirstName] to review for accuracy. [Sender.FirstName] will also notify you once the case study is finalized and will send you a link to where the case study is on our website, along with any other promotional material where your information has been used.

Sample Questions

Giving your clients a list of sample questions will allow them to prepare quotable text for you that you can “call out” or feature within the case study on your website.

Below you will find some questions that you should be prepared to answer on the questionnaire and if necessary, during a phone interview.

Prepare to answer the following:We may also ask the following (with less prep):
What were your goals in implementing a document solution?What are the current objectives of your department?
 What challenges were you experiencing prior to purchasing our product?What types of documents do you send?
 What made our product or service stand out against our competitors?What was your previous workflow?
 What was most important to you during the evaluation process? How did you hear about us?
 What particular aspect of the product do you rely on the most?What does your decision-making process look like?
 How have you benefited from using [Sender.Company]? Be prepared to give specific metrics such as increased close rates or number of hours saved.What is your favorite feature?


Your signature below indicates acceptance of this Case Study Proposal and entrance into a contractual agreement with [Sender.Company] beginning on the signature date below. Your story and logo will primarily be featured on our customer page on [Sender.Company]’s website. We may also repurpose parts of the story in our sales collateral and proposals, on our blog, or create a small testimonial.

[Sender.FirstName] [Sender.LastName] of [Sender.Company][Client.FirstName] [Client.LastName] of [Client.Company]
Use template