Case studies are one of the most powerful ways to build trust with prospects and customers. They show real-world results, highlight your product’s value, and arm your sales team with stories that close deals.

The problem? They’re also one of the hardest assets to finish. Between chasing approvals, scheduling interviews, and aligning on data, case studies often sit half-done for months.

That’s where the Relato x StackCat Case Study Workflow Template comes in.

[Get the template]

Why use this template

This workflow removes the friction from case studies so you can publish stories faster—and with less stress. You’ll have a clear path from idea → interview → approvals → publish, so every project keeps moving.

With this template, you can:

• Streamline the process. Manage outreach, interviews, and approvals in one repeatable workflow.
• Build stronger stories. Capture objections, alternatives, and results that make your customer’s success credible and compelling.
• Save time. Pre-built checklists and interview questions reduce back-and-forth.
• Repurpose easily. Turn one finished case study into social posts, slides, and sales enablement content.

What’s inside

• Case study basics: Key details like customer info, internal owner, and approval contacts.
• Story framework: From the problem and objections all the way through results and future outlook.
• Workflow checklist: Strategy → Outreach → Interview → Draft → Approvals → Publish.
• Interview prep guide: Ready-to-go questions to spark candid customer conversations.
• Notes & data capture: A place to log quotes, metrics, and follow-ups.

Get started

[Download the Google Doc template] to draft your next case study. It gives you the full story framework and interview prompts to work from.

[Use the Relato case study workflow] to take it further — manage outreach, tasks, and approvals inside Relato so every step stays on track and nothing stalls before publish.