Case Study Template 2 - Free Download
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Case Study Template 2
Case Study Template 2
Sales Leadership Tools and Videos (c) Lisa Earle McLeod
www.McLeodandMore.com Permission to reprint
CASE STUDY
TEMPLATE
PURPOSE:
Capture critical
information about your
biggest wins to help
team members win
similar opportunities.
DESCRIBE ON RIGHT:
1. Who is the
customer
Name and title
2. What did you sell
Products, services,
price, etc.
3. Why did they
choose you over the
competition
Describe the tangible
and intangible
differences
4. How will this
customer be
different as the
result of doing
business with us
Describe the impact
our products and
services will have on
the customer’s
business, their
customers, their
employees, etc.
Adapted from
Selling with Noble
Purpose
by Lisa Earle McLeod
1. Customer -
2. What you sold -
3. Why did they choose you over the
competition
4. How will this customer be different
as the result of doing business
with us
Do you have a
purpose
Or do you just
sell stuff
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