Customer Case Study Form Template and Questionnaire

Number of pages 2 Number of questions 9 Number of times used 1273

Time to complete 5 minutes(approx.)

While a testimonial vouches for your business, a case study tells potential clients just how you can help them. Case studies illustrate use cases for your product or service and show actual examples of how you made a difference for your clients. In short, case studies are an absolute marketing essential. While you may have some of the details about potential case studies, the best case studies include insights directly from your clients – in their own words. Before you write a single word, get the full story from your clients by starting the conversation with our Customer Case Study Form Template.

Gather Customer Insights

  • Interactive DesignAn interview is an important part of developing a case study, but a well-designed customer case study form can be engaging and interactive while allowing your clients the opportunity to stop and reflect before responding. Keep simple questions simple, but make the most of participants’ answers with a wide range of question types and smart skip logic to get to the most relevant questions for each respondent. Try to collect the most useful information without overwhelming your participants – after all, they’re doing you a favor. Ideally, minimize the number of questions but keep customers engaged with features like Focus Mode and Data Population.
  • Multi-Channel DistributionYou never know when someone might be ready to share their story. Make it easy for customers to connect with you at the right moment by embedding a case study form on your website or linking it from your social media profile, or send it on-demand by email or SMS. Our responsive designs mean that your forms look great on any device.
  • Listen and LearnA case study isn’t just to build up your brand. Customer responses can also provide key insights about your strengths and weaknesses. Make the most of the feedback you collect with robust analytics and versatile data visualization tools.


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