📋 Template
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Beginner
Why we picked it This is the rare guide that hands you the exact copy you need, not just theory: a 'quote kit' email with the subject line 'Six-line draft for your quote, two minutes to confirm', two pre-written quote drafts, a numbers stub the customer edits, and the one line that gets you the logo, 'Can we publish your name, title, and logo?' It also gives you the 'Results vary' line to satisfy their legal, and tells you to grab one quote per stakeholder (user and exec) while the goodwill is fresh.
B2B Case Study Template: Proof That Sells (with a quote kit and permission email)
From Do What Matter by Do What Matter editorial team 15 min read
- Send the customer a pre-drafted six-line quote plus a numbers stub so their job is to edit for two minutes, not write from scratch
- Ask 'Can we publish your name, title, and logo?' explicitly in writing, and offer a 'Results vary' clause to unblock their legal team
- Reserve anonymized case studies for a must-win logo only, and when you must go anonymous, back it with screenshots and before/after artifacts