Case study request email templates

Case studies are a critical part of most B2B marketing strategies. They give you a chance to show your potential customers real-life examples of how your product was able to satisfy other customer’s needs, solve their problems, and ultimately help them achieve their business goals. Case studies go a long way in earning your prospects’ trust and validating that your product or service actually works. The following article outlines why case studies are an essential content marketing tool and provides helpful case study request email templates along with the basic case study interview questions to help you acquire case studies and success stories from your customers. 

Why use case studies in your marketing strategy?

• 13% of marketers name case studies as one of the primary forms of media used within their content strategy – this makes them the fifth most popular type of content, outshined only by visual content, blogs, and ebooks. (HubSpot’s State of Marketing Report)

• Client case studies are the most popular self-promotional tactics used by marketing agency executives: 62.6% of respondents voted in favor of them being effective in generating leads. (eMarketer study)

• Case studies/ success stories rank as the third most influential content marketing type in the purchase process for both small businesses and large enterprises. (B2B Technology Content Survey Report by Eccolo Media).

• 73% of consumers say case studies play an important role in their decision-making process. (Content Preferences Survey Report)

Client case study request email templates

The formal case study request email

The casual case study request email

Case study request email following a positive customer experience

Case study request email following a customer’s feedback

Case study request email after reaching a milestone

End-of-year case study request email

Follow-up email after a customer has agreed to be featured in a case study

Business case study interview questions to ask your customers

To write a compelling case study/ success story filled with in-depth insights and data on how your product or service adds value – you need to be asking thoughtful questions – while also respecting the fact that your customers may not be able to spare much time to answer them. Here are some of the most common case study interview questions that you can use when conducting your own customer case study interviews.

Case study interview questions about their environment before purchasing your product

• What were you using before our product?
• What were the three major points of frustration you faced?
• What other challenges were you experiencing prior to using our product?
• What was the big “Aha!” moment when you decided you needed to try something new?
• How did you first hear about our product? 

Case study interview questions about their decision-making process

• Which other products did you look at before deciding on using ours?
• What were you looking for in a solution?
• What made our solution stand out over others that you researched? 
• What were the top reasons you selected our product?
• What feature of our product was most appealing?

Case study interview questions about their experience using your product

• How easy or hard was it to get started with our product?
• How long have you been using our product?
• How has our product helped you overcome the challenges you had before?
• What is your favorite feature or part of our product? Why?
• Can you tell me about the most positive experience you’ve had using our product?

Case study interview questions about their results with your product

• What results have you seen with our solution so far?
• Can you share any metrics/ KPIs that show the success you have enjoyed with our product? 
• What have you been most impressed with?
• By using our product can you measure any reduced costs/ improvements in productivity/ increases in revenue?
• What is the single biggest reason you would recommend our product?

Case study – Frequently asked questions

How do you promote a case study?

You can promote a study through email or by giving it more visibility on your website, sharing it through your social media channels, and linking to it from your blogs.

What is the purpose of case study emails?

Case studies are a very effective way to build credibility for your business. They can help you explain your product or service benefits and demonstrate that you have real customers using your product/service.

What should you definitely include in a case study?

When writing a case study email, it’s important to mention how the solution would help with the problems described. You can also provide links to the product/service, and do not forget to include the names of the team members who worked on the project.