Case Study Template

What's in the template

Each section below maps to a question a prospective buyer needs answered before they trust a vendor. Fill them in sequence — the narrative arc builds naturally.

**Header block** — customer company name, logo (placeholder), industry, company size (employees or revenue band), use case tag (e.g. 'Lead Generation', 'Brand Awareness'). These fields power filterable case study indexes.

**Results snapshot / stat bar** — three to five bold metrics pulled from the results section, surfaced at the top. Prompts: pick numbers with a percentage or multiplier (e.g. '3.2x pipeline growth', '47% reduction in time-to-publish'). Buyers scan this before deciding whether to read.

**The challenge** — 100–150 words. Fields: what was the customer trying to accomplish, what was blocking them, and what had they already tried that didn't work. Prompt: write this section in the customer's words — their pain language is more credible than your paraphrase.

**Why they chose [Your Company]** — 75–100 words. Fields: alternatives they considered, the deciding factor, and the first thing that made them confident. This section handles objections for buyers in the same evaluation.

**The solution** — 150–200 words. Fields: which product or service they used, how it was implemented (timeline, who was involved), and any integration or configuration details relevant to the use case.

**The results** — the most important section. Fields: primary quantified outcome (required), secondary outcomes (2–3), time frame for results, and any qualitative shifts (team confidence, process changes). Prompt: every result needs a before and after number or a percentage change.

**Customer quote block** — fields: pull quote (2–3 sentences, ideally containing a specific number), speaker name, title, company. A second quote at the close of the results section is optional but increases credibility.

**What's next** — 2–3 sentences. What is the customer doing next with your product? Shows ongoing value and signals retention.

**CTA block** — 'Ready to get results like [Customer]?' with a button to a demo request, free trial, or relevant product page.

How to use it

Identify the right customer before you open the template. The best case study subjects have a compelling before-state (a real problem), a specific result with a number attached, and willingness to be quoted publicly. One great case study outperforms ten vague ones.

Run a 30-minute customer interview using the template's section prompts as your question guide. Record the call with permission. The challenge and quote sections are almost always stronger when pulled verbatim from what the customer said rather than paraphrased by your team.

Fill in the results snapshot block last — after you have all the numbers confirmed. Buyers check those figures against the body copy. If they don't match, credibility collapses.

Publish each case study as a standalone landing page (not just a PDF) so it can rank in search, be linked from sales emails, and be gated or ungated depending on your pipeline strategy.

Share your interview transcript or notes with CoMo. CoMo's agents will extract the key data points, structure the narrative, write each section in your brand voice, draft three headline variants, and produce a short-form version for social and email use — all from a single customer conversation.

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