Value Proposition Emails

Case Study Share Email Template

Case studies let your happy customers do the selling. This template shares relevant success stories in a way that helps prospects see themselves achieving similar results.

Subject Line Options

How {{similar company}} achieved {{result}}
{{Result}} in {{timeframe}} - {{company}} case study
What {{company type}} are doing about {{challenge}}
Quick story about {{similar company}}
{{Similar company}}s approach to {{challenge}}

Email Template

Hi {{firstName}},

I thought youd find this interesting - we recently worked with {{similar company}} on {{challenge similar to prospects}}.

The situation:
{{1-2 sentences on their challenge - should mirror prospects situation}}

What we did:
{{1-2 sentences on approach}}

The results:
- {{Specific metric/result}}
- {{Another result}}
- {{Third result if compelling}}

Given {{company}} is {{facing similar situation/in similar stage}}, I thought this might resonate.

Happy to share more details or discuss how this might apply to your situation.

Best,
{{yourName}}

Replace items in {{brackets}} with your specific information.

Why This Template Works

  • Social proof from similar company is powerful
  • Specific results are more credible than claims
  • Prospect can see themselves in the story
  • Opens dialogue rather than pushing sale

Best Practices

  • -Choose case studies similar to prospect
  • -Lead with results, not features
  • -Keep it concise - full case study can be sent later
  • -Make the connection to their situation explicit

When to Use

  • When you have relevant, impressive case studies
  • Mid-funnel to build credibility
  • When prospects are skeptical or need proof

When NOT to Use

  • When case study company is too different
  • Very early outreach (build interest first)
  • If results arent impressive enough

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