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Customer Case Study Template

Build out impactful, consistent case studies at scale using Haley's Customer Case Study Blueprint for B2B SaaS Marketing teams.

About this Blueprint

Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

Case studies remain an important asset for all organizations. They provide social proof, establish credibility, and give your customers a voice in how your solution is helping them achieve their goals.

This Customer Case Study Blueprint makes it easy for Marketing teams to collect customer stories and create standardized processes at scale. With Vitally Docs, you can create a dedicated workspace to collect information from a customer, outline next steps, and collaborate asynchronously.

Haley Teeples, the Content Specialist at Vitally, uses this Case Study Blueprint to collaborate with customers and ensure they have a smooth case study experience.

Preview of Blueprint
When to use a Case Study Blueprint

This Customer Case Study Blueprint is great to use throughout the entire case study creation process. Teams can use it to house the core questions to ask a customer during a case study interview, record the responses to those questions right in the Doc, and even format the official outline of case studies for your organization moving forward. This template includes a sample introduction, to-do’s for the customer, case study questions, and links to other resources.

KPIs Impacted
  • Website Traffic
  • Customer Satisfaction (CSAT) Score
  • Marketing Qualified Leads (MQLs)
What data points or information will you need to complete or add?

This Customer Case Study template can be a great starting point for teams without an official process in place, but you will still need to customize the information to fit your team's needs. For example, you might have more specific questions you’d like to include in your case study interviews (e.g., What results did you achieve by using our product?). Additionally, you may want to pull in different Account Variables (customer data points) depending on what you’d like to display to the customer.

How can you customize this for other use cases?

Every Marketing department has its own processes. This Doc template includes the use of Vitally Tasks, Account Variables, and Editable Custom Traits which are customizable features across the entire Vitally platform. For example, you could edit each of the Doc sections depending on the type of case study, industry, or use case.

Going beyond Docs

Vitally Docs, Projects, and Notes provide SaaS teams with a comprehensive system to be more efficient and productive. For example, your team might want to create a Note Template to record notes during an Executive Business Review (EBR). Or, you could create a Project Template to ensure a successful Sales to Customer Success Handoff. The possibilities are endless!

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We're now accepting submissions to our Blueprint Library to showcase how Customer Success leaders are creating best practices to help scale productivity and collaboration across their teams and customers.

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