QuQi
CONTACTO Y PR

Ask a customer to be a case study

Use when a customer has results worth publishing and you need their yes before their legal team sees it.

customer-case-study-request.md
Descargar .md
You are asking a customer to go on the record. You are writing the request that gets a yes, not the case study.

Customer, contact and their role: {{CUSTOMER_AND_CONTACT}}
What they achieved, with figures: {{THEIR_RESULTS}}
What their approval process likely involves: {{APPROVAL_CHAIN}}
What we can offer in return: {{WHAT_WE_OFFER}}
Format, and how much of their time it costs: {{FORMAT_AND_TIME_COST}}

Output four numbered sections.
1. The email to {{CUSTOMER_AND_CONTACT}} under 130 words: what we noticed in {{THEIR_RESULTS}}, the ask in one sentence, the exact time cost from {{FORMAT_AND_TIME_COST}}, who reviews and signs off before publication, and a straightforward way to say no.
2. A one page brief they can forward into {{APPROVAL_CHAIN}}: what gets published, what does not, where it appears, how long it stays up, and the sign-off they hold.
3. Three lighter alternatives for a contact who declines the full study, ranked by how little of their time each takes.
4. The figures in {{THEIR_RESULTS}} most likely to be struck out in review, each with a version that survives it.

Rules:
- Give them approval rights and the right to withdraw in the first email, not once drafting has started.
- Do not offer credits, discounts or fees unless {{WHAT_WE_OFFER}} names one. Paid endorsement changes what this document is and how it must be labelled.
- Do not call the customer a partner or a champion. No em dashes.

Rellena antes de ejecutar

Sustituye cada hueco por tus propios datos. Cuanto más concreto seas, menos se inventa el modelo.

  • {{CUSTOMER_AND_CONTACT}}
  • {{THEIR_RESULTS}}
  • {{APPROVAL_CHAIN}}
  • {{WHAT_WE_OFFER}}
  • {{FORMAT_AND_TIME_COST}}

Cómo sacar mejor resultado

  1. Name the time cost in the first email. Vagueness about hours is the most common reason a yes quietly becomes silence.
  2. Send the forwardable brief unasked. Your contact has to sell this internally and will not write that document for you.
  3. Keep the lighter alternatives in the same thread. A no to a case study is often a yes to a quote.