Use it when…
- Customers have praised your work, but nothing is published.
- You want testimonials that stay within the law and the advertising rules.
- You need a record of exactly what each customer agreed to.
Template pack
Case Study and Testimonial Kit
Templates for asking customers for feedback, recording their permission and turning the result into a clear case study.
Proof persuades where claims do not, but only when it is real, permitted and accurate. The kit puts the rules first. Then it gives you the messages, the questionnaire, the permission record and the case study template.
- Format
- Fillable PDF, licensed for one business
- Length
- 27 pages
- Time needed
- An hour to set up, then about twenty minutes for each customer.
- Inside
- 10 chapters and a permission register
Who it is for
Publish real proof, with permission, and keep it accurate.
The kit is for businesses with satisfied customers and little published proof. It keeps you inside the law and the advertising rules without slowing you down.
Choose a service when…
- You hold good proof but are not sure it persuades buyers. The Brand Clarity Audit reads your positioning, messaging and proof against your market.
What is inside
How this kit works: four parts, one register.
Rules
Chapter 01: what the law and the advertising rules require, in plain terms. Read it before you send a single request.
Ask
Chapters 02 to 04: when to ask, the messages to send, and the open questions that draw out what changed.
Record
Chapter 05: the permission record, one per customer, stating exactly what they agreed to.
Publish
Chapters 06 to 09: trimming without changing meaning, the case study, where proof sits, and the register that keeps it all current.
Contents
A 27-page fillable PDF with 28 text fields and 28 tick boxes.
Every box is a live field. Open the file in Adobe Acrobat Reader, which is free, and save as you go. Some browser and phone viewers lose typed answers when the file closes.
- 00How to use this kit
- 01The rules, before anything else
- 02When and whom to ask
- 03The request messages
- 04The feedback questionnaire
- 05The permission record
- 06From feedback to testimonial
- 07The case study template
- 08Where to place proof
- 09Your register of testimonials and permissions
- 10Where this goes next
Preview
Look inside before you buy.
Three pages from the Case Study and Testimonial Kit, exactly as they appear in the PDF.
What you get
One PDF, yours to keep, delivered by email.
What you get
- The Case Study and Testimonial Kit as a 27-page fillable PDF, yours to keep.
- A licence to use it in one business, your own. Please do not share, resell or publish it outside your business.
How it is delivered
- We email your download link straight after payment.
- The link works for 72 hours and up to five downloads. If it expires before you save your copy, you can ask for a fresh link.
- At checkout, you ask us to supply the download straight away. You agree that your 14-day right to cancel ends once it is supplied.
- Your rights if the file is faulty or not as described are not affected.
- The price is the total payable. We are not VAT registered, so we add no VAT.
The fuller option
Want our independent judgement and a finished written document?
The Case Study and Testimonial Kit sets out the steps to work through on your own. These services do the work with you, in writing, and end in a document you can act on.
Related resources
Resources that work alongside it.
£50Kit
Customer Interview Kit
A question guide, note template and summary sheet for asking customers why they chose you, so your positioning rests on what they say.
Buy the download, £50
£35Self-audit
Brand Clarity Self-Audit Checklist
A self-check of your positioning, messaging and proof, to complete before you spend more on marketing.
Buy the download, £35
£75Workbook
Messaging Workbook
Turn an agreed position into messaging for customers, using a practical step-by-step framework.
Buy the download, £75Common questions
Find answers about the Case Study and Testimonial Kit.
Is chapter 01 legal advice?
No. Chapter 01 is practical guidance on the law and the advertising rules, in plain terms. If your situation is unusual or you work in a regulated sector, take advice before publishing.
How is the Case Study and Testimonial Kit delivered?
By email, straight after payment. Save your copy within 72 hours: the link allows up to five downloads, and you can ask for a fresh one if it expires. The file is yours to keep.
Can I use it in more than one business?
No. Each copy is licensed for use in one business, your own. You can print it and use it as often as you like for that business. For another business, please buy another copy.
Ready to start?
Work through the Case Study and Testimonial Kit at your own pace.
A 27-page fillable PDF: 10 chapters and a permission register.