Marketing teams who produce many customer stories need a format that is quick to fill and credible to read. This one page case study template puts the proof first: a customer snapshot, three headline results with baselines and dates, and a short route through the challenge, the solution and the customer's own words, so a rep can send it before a call.

The sample tells the story of Hollin & Reeve Distribution, a fictional 620-person building-supplies wholesaler that cut cost per order by 22% with Sandpiper Solutions, with 88% adoption in 90 days, nine-month payback and a 12-week rollout. Replace the snapshot, the three measured results with their date ranges, the approved quote and the closing step, and confirm every figure with the customer in writing.