Customer Case Study Writer / Action kit
Customer case study interview & writing template
Build a credible case study from a real problem, documented actions, and approved evidence.
Made for service businesses documenting completed work.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
Checking the live price and secure checkout…
The task
What you'll make
A case study with traceable claims and approval for publication.
Gather before you start
- Client permission
- Project evidence
- Outcome limitations
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Evidence request
- 02Client interview
- 03Story structure
- 04Claim review
- 05Publication approval
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
The case study clearly separates measured results, observations, and client opinions.
Before you finish
Check this before you use it
A good story assigns every improvement to your work without evidence.
Separate the observed result from what can reasonably be attributed to the project.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Evidence request
Jump to a section
Worksheet 1 of 5. Evidence request Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
Gather the original problem, constraints, work records, and available before-and-after evidence.
Worked example, fictional
Context: A studio documents a booking-page redesign but has only usability feedback, not verified revenue impact. Completed response: Records include old page screenshots, support questions, and the revised booking flow.
Your decision
Which results have supporting records? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Client interview.
Before you start
- Client permission: [Source or notes]
- Project evidence: [Source or notes]
- Outcome limitations: [Source or notes]
What you will make
A case study with traceable claims and approval for publication.
View plain worksheet text
Worksheet 1 of 5. Evidence request
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Gather the original problem, constraints, work records, and available before-and-after evidence.
Worked example, fictional
Context: A studio documents a booking-page redesign but has only usability feedback, not verified revenue impact.
Completed response: Records include old page screenshots, support questions, and the revised booking flow.
Your decision
Which results have supporting records?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Client interview.
Before you start
- Client permission: [Source or notes]
- Project evidence: [Source or notes]
- Outcome limitations: [Source or notes]
What you will make
A case study with traceable claims and approval for publication.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring client permission, project evidence, outcome limitations. Mark anything you still need to check.
How do I know the work is finished?
A case study with traceable claims and approval for publication. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.