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The Case Study Template


This is an extremely important template if you’re serious about improving your processes. It can be done by listening to your customers and their experience with your product.
This template consists of different questions categorized into different buckets which will help you in analyzing the overall customer experience.

Key Highlights

The question heads, as shown below in the image, are the broad categories that entail different questions.

Case Study Template

For example, if you’d want to know what value addition did the customer get using CSB, then you can ask questions like “What difference did CustomerSuccessBox bring to your CS practice?” or “How did your Upsell practice improve?”, etc.

Casestudy template

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