#general
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Does anyone have experience or examples using forms for case studies? We're starting a new process with our new brand and website launch, and I'm wondering if a well-built form can help scale the process as our requests grow. Thanks!
Are the forms to handle internal requests or are they customer-facing?
Good clarifying question. The idea would be customer-facing to streamline information gathering.
I've used Typeform to a pretty good effect here!
Just a simple form that asks our customers how our product has helped them. Include on the form a question asking for their email, relevant channels (our business works on Instagram) and asking for permission to use this testimonial for any marketing purposes.
We sent an email out to highly active users and got around 40 amazing testimonials within a week 🙂
You can get some good surface info with a form and even some testimonial quotes. But ultimately you'll need an interview to really build something special. Check out @Joel Klettke on the socials if you haven't already - no one builds case studies as well as he does.
We just have a template of what information we need to be filled in but we ask our account managers to do it. Client only approves the final version. But yes, a form can definitely streamline the process and the same questions we have in the doc could be used in the form.