Case Studies Invitation Survey Template

Leveraging surveys for getting more case studies on your site

When you search for a product or service, what matters to you the most? Is it the overall design of the website, pricing, or maybe it’s also about more than just that?

As a matter of fact, for most of modern-day customers, it’s about customer proof. In order to purchase a service or product and feel confident about your choice, you need to see other likeminded individuals use these services. In the end, we refer to genuine customer reviews or even case studies (especially in the SaaS industry) to see how true the promise on the website is!

This survey is an extremely powerful tool for marketers and company owners, as it helps you do two things:

• calculate your NPS score
• automatically ask your most avid promoters if they’d be willing to participate in a case study for your website.

If you’re not well familiarized with how NPS works, here’s how it works in a nutshell – the survey asks a simple question on a 0-10 scale. Anyone who answers between 0 and 6 is known as a detractor and is considered a source of bad PR. Respondents, who give you a 7 or 8 score are called neutrals – they aren’t really emotionally invested in what you offer them.

However, customers who give you a score of 9 or 10 (promoters) would likely recommend your brand if you asked them. Hence, these are the people you’re best off reaching out to to see if they’d like to have their story featured on your website!

See how this can immensely help your company generate more leads and boost customer proof messaging on your site?

How can I use this Case Studies Invitation survey template?

We recommend that you distribute this survey to your customers via email, as well as users who are logged in on your website. You can also use it with your other tools, including Mailchimp, Drip, Autopilot, or Intercom.

Another perk? NPS surveys note high response rates, and they’re quick and easy to complete.

It’s amazing how many customers are responding to our surveys. For every dollar we spend on a Survicate subscription, we generate about $25 in additional revenue.

— Michael / Head of Marketing at Logojoy

Calculate your NPS & become a better service provider

We already know how to maximize the output of the survey as far as happy customers are concerned. Now, what about those who are disheartened? This survey template will let you reach out to them with a follow-up question and ask them to provide details. This way, you’ll know how you can improve your NPS score over time.

Give your website the customer proof boost it deserves

Once you’ve collected your responses, you can easily analyze your NPS score in our built-in analytics tool. You can also review who, among the promoters who agreed to participate in a case study, would be the best fit.

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