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  3. Case Study Proposal Template


Case Study Proposal Template

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  3. Case Study Proposal Template


Prepared by:[Sender.FirstName]



Prepared for:[Client.FirstName]



Case Study Proposal Template

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Cover Letter

Dear [Client.FirstName],

It’s been a pleasure being your service provider for the past (Years) years, and we’re excited to know that you’re planning to be featured in one of our case studies.

Before the process begins, I wanted to personally thank you for agreeing to be part of our case study, and I’d like to briefly explain why we’re doing this.

The mission of [Sender.Company] has always been to provide outstanding service to all of our customers. And as we grow, we need social proof to attest to our skills so that we can continue partnering with clients like you and further extend our business operations.

This study synthesizes how our service has helped you achieve exceptional results, and we hope your experience with us thus far aligns with that statement.

With this case study, we plan to discuss challenges that [Client.Company] faced, the proposed methodology [Sender.Company] put forth to address them, the impact of our solutions and measurable outcomes that followed.

I hope this provides sufficient background on how the case study not only helps define our ongoing business model and where we are headed, but how it also frames a business achievement for you, our trusted client.

The attached proposal discusses our process in further detail. It will provide a step-by-step summary of how we plan to write the case study.





We 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 highlight all the success stories of those who have benefited from our [Specific.Product/Service].

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 [Client.Company] benefited from

solving them by using our solution. 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]!

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Case Study Process

What to Expect

Start to finish, the entire process should take [Time.Period] depending on you and your team’s 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 which [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.

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Proposed Title And Case Study Direction

Proposed Title: (Name of the suggested title)

Since this case study is extremely niche, it will be used to target our BoFu (bottom of the funnel) prospects to inform them of the similar results they, too, can achieve with our product. This is going to be an exploratory case study and we will use questionnaires and phone interviews as research methods.

Our prime goal is to address three areas: challenges, solutions, and key outcomes. Challenges refer to the problems you faced before using the services of [Sender.Company], solutions refer to the areas in which [Sender.Company] was able to assist, and key outcomes refer to the results you saw after using [Sender.Company]’s services.

We also plan to repurpose this case study time and again (meaning that its content will be refreshed to meet SEO requirements, and we will be promoting this case study using our social channels, email newsletters, blogs, advertising content, and other marketing materials).

Sample Questions

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 (Niche/Industry) solution?

What are the current objectives of your department?

What challenges were you experiencing prior to purchasing our product?

What was the most profound challenge?

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]? (Please be prepared to give specific metrics such as increased close rates or the number of hours saved.)

What is your favorite feature?

Please note that the aforementioned call will be of around (X) minutes to (X) hour(s), and the amount of questions may increase if the amount of relevant subject matter increases during the interview. The interview time can be discussed by both parties and confirmed at a later date depending upon their time zone differences and to make it as convenient as possible for you and your team.

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Past Case Studies and Client Testimonials

Here are the links to some of our recently published case studies. The case study that we will create with you will follow a similar structure:

  1. Link to Case Study 1

  2. Link to Case Study 2

  3. Link to Case Study 3

And here are a few testimonials from clients who have been featured in our case studies:

  1. Client Testimonial 1

  2. Client Testimonial 2

  3. Client Testimonial 3

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Terms and Conditions

  1. [Client.Company] agrees that all rights regarding the publication and the usage of the case study content are reserved with [Sender.Company]. [Sender.Company] is the rightful owner of the case study and its content.

  2. [Client.Company] agrees that there is no form of compensation (monetary or otherwise) involved, and [Client.Company] agrees to be a part of the case study with no expectation of payment.

  3. [Client.Company] agrees that once the case study is published, it can be edited or taken down as per [Sender.Client]’s discretion.

  4. [Client.Company] can use the case study for marketing material and other activities only with the written consent of [Sender.Company].

  5. If under any circumstances [Client.Company] does not wish to be a part of the case study process after signing the contract, they will need to inform [Sender.Company](X) days prior to the interview.

  6. In case of any disputes, all matters will be under the [Sender.State], [Sender.Company] local laws and jurisdiction for review.

  7. [Client.Company] promises to provide accurate information and [Sender.Company] agrees to publish all information as provided in good faith and with utmost accuracy.

  8. [Client.Company] agrees that [Sender.Company] is only responsible for publishing the case study. If any liabilities arise due to inaccurate information provided by [Client.Company], [Sender.Company] will not be responsible for any repercussions that may occur in the wake of its publication.

  9. Both parties agree to enter into the contract with the professional relationship of “client” and “service provider.”

  10. Matters discussed in regard to this case study will remain confidential, unless otherwise specified. Confidential information pertains to the information that has not been published or is being put in the case study.


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.


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Case Study Proposal Template

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