Skip to main content
Back to template library
Sales

Customer Case Study Questionnaire

Develop an evidence-led customer story with challenges, repeatable outcome metrics, quote approval, assets, and representative sign-off.

14 questions
10 minute completion
Starter schema
Use this templateBrowse more templates

Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

Loading interactive preview

What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

Contact and organization

Identify the customer representative contributing to the story.

5 questions
Includes:

Full name, Email, Organization, Phone number, plus 1 more.

Short textShort textShort textShort text

Challenge and outcome

Describe the starting point, implementation, and measurable change.

4 questions
Includes:

What challenge were you trying to solve?, How was the product or service used?, Outcome metrics, What context is needed to interpret these outcomes?.

Long answerLong answerDynamic tableLong answer

Quote and publication review

Provide draft wording and define what may be used in a case-study draft.

5 questions
Includes:

Draft customer quote, Preferred attribution, Approved logo or supporting images, I authorize the team to prepare a draft using this submission, subject to any agreed final review., plus 1 more.

Long answerSingle choiceFile uploadYes / no

How to use this template

When to use it

Use this template when you need a structured sales workflow for Customer marketing, SaaS, Professional services teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.

How to customize it

  • Replace generic labels with language your respondents already use.
  • Move optional questions later in the form so the first page stays easy to complete.
  • Add internal routing notes or tags if different team members handle different response types.
  • Explain exactly which files are useful so respondents do not upload unnecessary documents.
  • Place signature fields next to the acknowledgement or consent text they confirm.

Example questions

Scan the questions and field types included in the template at a glance.

Short text

Full name

Short text

Email

Short text

Organization

Short text

Phone number

Short text

Job title

Long answer

What challenge were you trying to solve?

Long answer

How was the product or service used?

Dynamic table

Outcome metrics

Long answer

What context is needed to interpret these outcomes?

Questions about this template

What is the customer case study questionnaire template for?

A customer-marketing questionnaire for collecting the facts and permissions needed to draft a case study while keeping final wording and publication subject to review. It is a good fit for Customer marketing, SaaS, Professional services teams that need a structured sales workflow.

Can I customize this customer case study questionnaire template?

Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.

What questions are included?

The template includes 14 questions across 3 sections. Example questions include: Full name; Email; Organization; Phone number.