Tell Stories that Sell: the Best Customer Case Study Template

Tell Stories that Sell: the Best Customer Case Study Template

Have you ever tried to collect a case study only to find yourself stumbling over the “ask” before mercifully aborting mission?


Happens to just about every SaaS founder.

Even when we get epic results for our customers…

… asking for a case study turns otherwise confident SaaS founders into the chess club captain trying to ask the head cheerleader out to prom.


But it doesn’t have to be.

In fact, it can’t be.

If you want to scale up and have case studies that attract and convert new users…

… then collecting case studies is something you NEED to master.

More specifically, it’s something you need to have a repeatable system for.

Not just to do when you’re feeling extra bold after downing an IPA during your lunch meeting.

In this week’s video I cover the 5 steps to capturing impactful case studies that inspire and convert new users.

Exclusive Download: Customer Case Study Creator Worksheet™ – Just Answer The Questions In The Worksheet And The Case Study Writes Itself

If you nail down the perfect timing… and go in with a solid plan… the “ask” becomes easy, and you quickly build up a bank of case studies that you can draw on to close more sales.

Here are the 5 steps:

  1. The Moment
  2. The Problem
  3. The Search
  4. The Solution
  5. The Result

It’s important to remember that a compelling case study includes the ENTIRE customer journey… not just the end result.

A “result” without the full context does nothing to move your prospective customers into taking action.

But follow the entire 5 steps, and you’ll have a smooth process for gradually building up one of your business’ most important marketing assets.

  • Tammy Martin

    Great vid! As usual, you’ve read my mind on what I’m working on for my business. I was already building on building case studies for my website and sales process, but your system gave me some more ideas to make them even better, so thank you for that. Where is the link to download the worksheet?

    • Dan Martell

      Tammy, I’ve got ninjas spying on you letting me know what you’re working on 🙂

      All links are in the description of the YT video but I’m going to add to the blog post as well.

      Download: Customer Case Study Creator Worksheet –


      • Tammy Martin

        Thanks Dan! Hope you’re going to the Archangel Summit this Sept. Maybe I’ll see you there:)

        • Dan Martell

          I’ll be there!


  • nataliehodge

    Thanks Dan, yes, I second that, the link? Best, Natalie

    • Dan Martell

      My bad … it’s actually in the description of the YT videos.

      Download: Customer Case Study Creator Worksheet –

      I’ll add it to my blog going forward.


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