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Case Study Request (B2B)

Email to ask a happy B2B client if you can feature them in a case study.

Author

AI Free Tools Editorial

Published

March 17, 2026

Updated

March 17, 2026

Read Time

Copy-ready template

This page is maintained by the AI Free Tools editorial team and updated when workflows, product details, or practical guidance change. When we recommend our own tools, the goal is to match the task the reader is already trying to complete.

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📋 Template
Subject: Featuring [Client Company] on our website?

Hi [Name],

I was looking at the recent Q3 analytics and I'm blown away by the results we've achieved together. Since we implemented [Solution], your [Metric] has improved by [X%]. 

I would love to feature [Client Company]'s success story as an official case study on our website. It would be great exposure for your brand as well, highlighting the innovative ways your team operates.

The process is incredibly light on your end. I'd just need 15 minutes to ask you 3 quick questions over Zoom, and my team will handle all the writing and design. You'll get final approval before we publish anything.

Would you be open to doing this next month? 

Best,
[Your Name]

💡 Pro Tip

Make it obvious that this requires almost zero work on their end. Promising 'final approval' removes the risk of them saying no due to PR concerns.

📌 When to Use This Template

Marketing, Client Success

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