Customer case study

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Your company

  For example: Brightwater Analytics

• Customer

  For example: Harbourline Retail

• About the customer

  For example: Harbourline Retail is a chain of 18 home and garden shops in the north of England, with an online shop that launched in 2021.

• Headline of the story

  Put the main result in the headline.

  For example: How Harbourline Retail cut stock write-offs by 31 percent in six months

• The challenge

  For example: Harbourline ordered stock by hand from spreadsheets. Popular items sold out in the busy season while others stayed on the shelf, and write-offs were rising.

• What the customer wanted (optional)optional

  For example: Cut write-offs, keep the shelves full of what sells, and give each store manager a clear weekly order.

• The solution

  For example: Harbourline connected its tills to our forecasting tool. Each Monday every store gets a suggested order, and managers can adjust it in a few minutes.

• How long it took (optional)optional

  For example: Setup in three weeks, all 18 shops live in ten weeks

• The results, with numbers

  One result per line, with the number and the period.

  For example: Write-offs fell 31 percent in six months. Sold-out items fell from 9 percent to 3 percent of lines in the busy season. Managers now spend 20 minutes a week on ordering, down from three hours.

• A customer quote

  For example: We now know on Monday what we will need on Saturday. It has changed how our managers work.

• Who said it

  For example: Tom Hughes, Operations Director, Harbourline Retail

• What comes next (optional)optional

  For example: Harbourline is adding its online shop to the same forecast in 2027.

• Customer approval (optional)optional

  Keep a record of who approved the story and when.

  For example: Text and figures approved in writing by Tom Hughes on 28 January 2027

• Call to action

  For example: Talk to us about your own stock: hello@brightwater.example

1. 1About Customer
2. 2The challenge
3. 3The solution
4. 4The results
5. 5Get results like these

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 14 details, starting with Your company, Customer, About the customer, Headline of the story, The challenge. 4 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Get the customer's written approval of the text, the quotes, the figures and any logo before you publish. Use only results you can prove, say over what period they were measured, and do not share a customer's confidential or personal information.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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