Case Study Request Email Templates
Learn to effectively use case studies as a B2B marketing tool with email templates and interview questions from LiveAgent. These resources help generate leads, ...
7 min read
LiveAgent
Marketing
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According to data from research by Publicis Sapient, 87% of buying decisions begin with an online search. It’s not surprising – when someone is considering purchasing a product or service that they’ve never used before, it’s common practice to seek opinions about it from others. And 88% of consumers trust online reviews as much as recommendations from friends and family.
Buyers want to be certain that their investment will live up to their expectations and be the right product for their needs, rather than end up being a disappointment. And it’s your job to provide customers with enough trustworthy and useful information to make it easy for them to make that final buying decision.
A great way to convince potential customers that your company can solve their problems is by providing real-life examples. Case study emails can do this by being the social proof that showcases how your customers use your products or services and what results they get. That could be driving sales, increasing productivity, or improving customer service, just to name a few examples.
How is a case study defined?
In marketing, a case study is an analysis of a campaign, project, or use case. A case study should show clear results, determine whether they are a success or failure, identify the factors that lead to that outcome, and recommend solutions or actions to put in place in the future.
The aim of a marketing case study is to prove to potential customers that you can help them with a certain problem. It is a piece of content that tells the story of how your company assisted a previous or existing client with overcoming a particular pain point. Case studies are an important element of the marketing funnel and are best used near the bottom of it since this kind of content is usually read or sought out by prospects who are close to making a purchasing decision. That’s why you should do your best to present your case studies to a wider audience. Using a case study template is a good way to guarantee that your campaign has what it needs to draw customers’ attention and motivate them to take the last few steps to make their purchase.
Case study email subject lines
- A case study about how [product/service] can help you with [pain point]
- Look at what we achieved together with [name of existing client]
- Why you should give us another go: a case study
- Do you remember trying [product/service]?
- We’d love to write a case study about what we achieved together!
- Let’s share the story about your time using [product/service]
Case study email templates
Case study email template 1 – results of using a product or service
Hi [name],
As someone who is interested in [topic], we thought you might find [product/service] useful for solving [pain point].
To show you how successful this has proven for our existing clients, we’ve put together a case study about our cooperation with [name of existing client].
In the report, which you can find attached to this email, we show:
- When and where you should use [product/service]
- How you should use [product/service]
- What results you can expect to achieve by using [product/service]
Hopefully, you find this case study interesting. Don’t hesitate to get in touch if you have any more questions.
Kind regards, [Name], [position] at [company]
[Case study PDF attachment]
Case study email template 2 – try a product or service again
Hello [name],
You recently tried out [product/service], the solution for [pain point] brought to you by [company].
Many users are actually so overwhelmed by the potential of [product/service] that they have difficulty imagining how it would fit into their workflow.
That’s why we teamed up with our customer [name of existing client] to show you how they implemented [product/service] in their business to boost [metric] by [X]%.
We hope that this report, which you can read by clicking on the button below, will help you overcome any doubts you might have about our product.
[Read the case study]
If you have any queries I’m happy to help.
Best, [Name]
Case study email template 3 – requesting participation
Dear [name],
I’m sure you’re as happy as we are about the success of our recent cooperation on [project] together.
According to our analysis, our [product/service] helped you to:
- Achievement 1
- Achievement 2
- Achievement 3
That’s why, with your consent, we’d like to share a case study of our work together on the ‘[case studies/success stories/our previous work]" page of our website [link].
Please let me know if you agree, or if you need any further information.
Best wishes, [Name] from [company]
Case study email subject lines table
| Case Study Email Subject Lines |
|---|
| • A case study about how [product/service] can help you with [pain point] |
| • Look at what we achieved together with [name of existing client] |
| • Why you should give us another go: a case study |
| • Do you remember trying [product/service]? |
| • We’d love to write a case study about what we achieved together! |
| • Let’s share the story about your time using [product/service] |
| • Case study: How [company] achieved [result] with [product/service] |
| • Success story: [name of existing client] increased [metric] by [X]% |
| • See how [company] solved [pain point] with our [product/service] |
Best practices for case study emails
When crafting case study emails, keep these best practices in mind:
- Focus on results – Lead with quantifiable outcomes and metrics that demonstrate clear value
- Tell a story – Use narrative elements to make the case study engaging and relatable
- Include social proof – Feature testimonials or quotes from satisfied customers
- Make it relevant – Tailor case studies to specific audience segments and their pain points
- Use clear formatting – Break up content with headings, bullet points, and visuals for easy scanning
- Provide context – Explain the customer’s initial challenge and how your solution addressed it
- Include a clear CTA – Direct readers to the full case study, a demo, or a trial signup
- Keep it concise – While detailed, case study emails should still be scannable and not overwhelming
- Use visuals – Include charts, graphs, or screenshots to illustrate results and engagement
- Personalize when possible – Reference the recipient’s industry or specific pain points to increase relevance
