---
title: "Customer case study template — a success story with the prospect’s own numbers | Naimi"
description: "An editorial case study template for B2B sales: the customer story stays fixed, the prospect’s pains and a savings calculator are personalized per recipient. Share as a tracked link, PDF or PowerPoint."
url: https://naimi.ai/templates/customer-case-study
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Case study — customer story**

presentation · Case study

# Customer case study template

The proof you send after the pitch. One customer story, framed for each prospect: their pain points in a sidebar, a personal note, and a savings projection they dial in themselves.

[Start with this template→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/summit-gear-co-a40c05)

For [SaaS & tech](https://naimi.ai/templates?industry=saas) · [Consulting](https://naimi.ai/templates?industry=consulting) · [Sales](https://naimi.ai/templates?team=sales) · [Marketing](https://naimi.ai/templates?team=marketing)

what’s inside

## 5 slides, 7 personalized fields, and what happens on the page.

Constructivist — 1920s photomontage in red, black and cream; halftone plates and a red diagonal bar.

### Slides

1.  Cover
2.  Challenge
3.  Solution
4.  Results
5.  Your numbers

### Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

-   Prospect company
-   Contact
-   Their pain points, one per line
-   Personal note
-   Booking link
-   Account owner
-   Owner’s contact

### On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

-   “Where you are today” checklist generated from the prospect’s pain points, next to the customer’s original ones
-   Savings slider the prospect sets to their own volume — saved to the presentation and promoted to their card
-   Book-a-walkthrough button that only renders when a booking link is set

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

## From this template to a client’s link.

1.  ### Make it yours
    
    Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
    
2.  ### Personalize per client
    
    Fill the fields for a real client the way the example was filled for Summit Gear Co: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
    
3.  ### Send one link
    
    The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.
    

faq

## About this template.

**Do I rewrite the story for every prospect?**

No. The featured customer, the results and the quote are fixed template content. Per prospect you fill in the company, the contact, their pains and a note — a minute by form, or one sentence to your agent.

**What happens when the prospect moves the savings slider?**

Their value is saved against the presentation and promoted to their client card, so the next proposal starts from a number they gave you.

**Can marketing publish it as a general case study?**

The same template can be sent without personalization, but its strength is the personal frame: a rep sends it to one named prospect and learns whether it was opened and for how long.

more templates

## Close to this one.

- [Pilot results report](https://naimi.ai/templates/pilot-results-report) — Report · 5 slides: Pilot outcomes: before/after metrics, weekly trend, dollar impact and next steps. [Preview](https://app.naimi.ai/summit-gear-co-40f2e6)
- [Event invitation](https://naimi.ai/templates/event-invitation) — Invitation · 3 slides: Poster-style personal invite: the program and an RSVP that saves the reply. [Preview](https://app.naimi.ai/northwind-software-df9004)
- [Service menu configurator](https://naimi.ai/templates/interactive-price-list) — Price list · 3 slides: Interactive price list: the client toggles services, the estimate recalculates live. [Preview](https://app.naimi.ai/harbor-main-home-goods-ffaff3)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime