Templates

Template: asking a customer for a case study

Ask for a case study when a customer has a result they are proud of. Say exactly what it involves, such as a 20 minute call and a review of the draft, promise they approve every word before it is published, and make it easy to say no or to stay anonymous. Below are the ask, the details and a thank you.

Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.

The text

Placeholders in square brackets are yours to fill. The wording is ours, not a quote from a customer.

Version 1: the ask

Subject: Would you share how you did it?

Hi [first name],

[The result] is impressive. Would you be open to a short case study about how your team did it? It takes a 20 minute call, and you approve every word before anything is published. Anonymous is fine too. No problem if not.

Version 2: the details, after a yes

Thanks, [first name]. Here is what happens: a 20 minute call on [date], a draft within [days], your edits, then publication only after your written approval. We will use only numbers you confirm.

Version 3: thank you

It is live: [link]. Thank you for your time, [first name]. Let me know if you ever want anything changed.

Why each line is there

Line by line
Line	Why it is there
At a moment of success	Pride makes people willing.
The exact effort	Removes the fear of a big commitment.
Approval of every word	Protects the customer and keeps the story accurate.
Anonymous is fine	Some companies cannot be named; still useful.
Only confirmed numbers	No invented results.

What it measured

No data yet. Sellinger has not measured results for this exact text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.

Sellinger's own case studies state their bases, data dates and what did not work.

When not to use it

During a problem or before results are clear.
When you would publish numbers the customer did not confirm.

How to use it in Sellinger

This message usually comes from a person, after a real conversation. You can keep a copy of the wording in a knowledge base text article so the agent follows the same pattern when it writes to someone in the same situation.

Common questions

How do I ask a customer for a case study?

At a moment of success, with the exact effort, a promise of approval and an easy no.

Can a case study be anonymous?

Yes. Describe the company instead of naming it.

What numbers can I use?

Only numbers the customer confirms, with their base and date.

Sources and method

Wording is ours.