TEMPLATE: Case Study & Impact Story Collection

Case Study & Impact Story Toolkit

Show the real results behind your work — without the stress of writing from scratch.

This digital download gives you everything you need to collect, organize, and write powerful client case studies or impact stories that attract new business and build credibility.

You’ll get two versions of the toolkit:

• Written Form: a ready-to-send client questionnaire that walks them step-by-step through describing their challenge, solution, and results.
• Interview Version: a conversation-based script and editable form to capture answers naturally through a 30–45 minute discussion.

Both options include a professional introduction email template to invite your client to participate:

“Your results working together have been impressive, and I’d love to showcase your story to help other businesses see what’s possible.”

Each version helps you highlight:

• The client’s original challenges
• How your work helped solve them
• Measurable results and real-world impact
• Quotes and details that make the story compelling
• Permission and review notes for final approval

Perfect for: coaches, consultants, freelancers, agencies, and nonprofits who want to feature their success stories with confidence.

Includes:

✔️ Editable Case Study Information Form

✔️ Interview Notes Template

✔️ Email/Message Script to Request Participation

✔️ Tips for Framing Results and Story Flow

Turn your client results into marketing gold — fast, simple, and authentic.