A release form is also known as a legal release. It is a legal device for removing any legal responsibility from the releaser and the releasee. The same is then signed by the releaser. In certain cases, a release may be made orally too. A case study release form is drafted by a person to allow another person or a group to make use of the individual’s case study.

case study release form

10+ Case Study Release Form Templates in PDF | DOC

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2. Case Study and Photographic Release Form Template

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3. Simple Case Study Release Form Template

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6. Case Study Report Release Form Template

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5 Steps on How to Write a Case Study

Before you can sign a release form for a case study, you need to know how to write a case study. The followiing steps illustrates this process:

Step 1: Determine the Objective

Case studies are created to demonstrate the importance of your services but can concentrate on several client objectives. Your first step in writing a case study is to decide the intent or aim of the subject you are dealing with. In other words, you need to determine what the client will have managed to do by the end of the piece. As a result of writing this case study, the client goal you’re focused on will depend on what you want to show to your future clients.

Step 2: Establish a Medium

Next, you must determine the medium where the case study will be generated. In other words, how are you going to tell the story? Case studies needn’t be easy, published one-pagers. In your case study, using different media will help you to advertise your final step on multiple channels. There are several different channels to choose from. This includes:

Written Case Study: In this method, you write this case study as an ebook or by converting it into a downloadable PDF. Then you have to gate the PDF under a landing page and fill out the form for readers before downloading the item, enabling this research paper to generate leads for your company.

Video Case Study: You can shoot an interview with the client for the case study.

Infographic Case Study: To tell about your success story from top to bottom use the long, vertical format of an infographic.

Step 3: Find the Right Candidate

It takes more than just picking up a client and telling a story to write about your previous projects. You need authorization, quotes, and a schedule. A few things that you should consider in the candidate include the following:

Product Knowledge: It allows you to find a customer who is well versed in your product or service logistics. Therefore, he or she can speak better about the importance of what you are selling in a way that makes sense for future customers.

Good Results: Clients who have had the best outcomes should be doing the most successful case studies. In the case that their businesses have seen an outstanding ROI from your product or service, they will also be more inclined to express the excitement you want prospects to feel.

Recognisable Names: Although small businesses can have powerful stories, bigger or more popular brands tend to give you credence.

Step 4: Get the Required Permissions

You have to set the stage for clear and open communication to get the case study applicant involved. This means setting goals and a timetable at once — not having both is one of the main offenders in the development of delayed case study. Nonetheless, most importantly at this point is having the approval of your subject. Show them the purpose and structure of the case study when first reaching out to your case study applicant — all of which you will have come up within the first two steps above. Keep in mind that, while you write this for the benefit of your own business, your subject is much more interested in the impact it has for them. You should guarantee your case study applicant to obtain their acceptance. Here are a few potential benefits:

Brand Exposure: You need to explain to your subject who will be introduced to this case study, and how this exposure will boost their brand recognition both within and above the industry.

Employee Exposure: Enable your client to offer credit quotations back to particular employees. When this is a choice for them, not only is their company expanding its scope — their workers can get their name out there too.

Product Discount: This is a more tangible opportunity that you can give your client for a case study, particularly if they’re your current client. If they agree to be your focus, give them a product discount — or another product’s free trial — as a thank-you for their help in creating your case study.

Step 5: Send a Case Study Release Form

Once the client has accepted your case study, it’s time to send them a release form. A case study release form tells you what you’ll need from your chosen topic, such as permission to use any brand names and share information about the project publicly. Start this process with an email going through precisely what they should expect from you, and what you need from them.

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