Template
Case study template
Last reviewed 23 October 2026
Use this template to prepare a customer case study. All fields are awaiting real evidence; no customer, outcome or testimonial is presented as a completed example.
Status
Status: no case study has been completed. Every field below is a placeholder naming the evidence required, not a filled example. Nothing on this page should be read as a real result.
Template fields and the evidence each requires
| Field | Status | Evidence required |
|---|---|---|
| Employer name and profile | Missing | Written permission to name the employer and describe it |
| Headcount and industry | Missing | Employer-confirmed figures |
| Situation before | Missing | Employer-confirmed description, with permission |
| What changed | Missing | Documented steps and dates |
| Outcome | Missing | Measured results the employer agrees to publish; no estimates presented as fact |
| Quote | Missing | A signed quote from a named person who consents |
| Review date | Missing | Date the employer approved the study |
Rules for filling this template
- No sample story, customer, savings figure or testimonial belongs here.
- Every field stays marked missing until the evidence exists.
- Any figure published must be employer-confirmed and labelled as such.
- A study is published only with written permission from the employer.
Contributing a real study
If you have a real, permissioned story with measured results, get in touch. We will agree what can be published and keep the study to evidence the employer has approved.
Questions
Is any of this template a real example?
No. Every field is a placeholder naming the evidence required. There is no sample customer, saving, quote or testimonial.
Why publish an empty template?
So the structure and the evidence standard are visible before a study exists. Publishing the standard keeps us from filling a case study with something that is not evidence.