Free template
Show what you did for a customer and what changed — with evidence a reader can trust. The case study separates measured results from opinions, and the internal checklist keeps track of the evidence for each claim and what the customer has agreed you can publish.
Enlarge preview: Case studyThe version you publish or send to prospective customers.
The customer and their starting problem, the objective agreed at the start, the work performed, results with the period they cover, how they were measured and what else contributed, a quotation only if the customer supplied one, and a next step for readers. No internal notes.
Blank and an example · Word and PDF
Enlarge preview: Evidence and permission checklist (internal)Fill it in while drafting, and finish it before anything is published.
Each claim with its evidence source, period and who checked it; other factors that may have contributed; permission status recorded separately for the business name, logo, named person, quotation, images and figures; claims left out; and a final check. Marked INTERNAL on every page.
Blank and an example · Word and PDF
Choose a document, a version and a format. After the first download, the others need no new form.
Word files open in Microsoft Word, Google Docs, Apple Pages and LibreOffice; we checked them in LibreOffice. US Letter; change the paper size for A4. The example uses invented businesses, figures and a fictional quotation.
Specific, checkable results with the period they cover and where the figures came from — and honesty about what else changed. The example credits a change the customer made themselves, rather than claiming every improvement.
No. Use only words the customer actually supplied, exactly as written, and only with their permission to publish them. If you have no quotation, leave the section out.
Not necessarily. The checklist records permission separately for the business name, logo, named person, quotation, images and figures, because a customer may agree to one and not another. In the example, the logo was declined.
Leave it out. The checklist has a “Left out” section for claims removed because there was no evidence or no approval — the example removes a cash-flow percentage nobody had measured.
Word files open in Microsoft Word, Google Docs, Apple Pages and LibreOffice; the PDFs print as they are. We checked them in LibreOffice only.