Case study questions that get a clear yes before you publish
Ask clients whether you may write about the project, what you can show and who signs off. Each question below comes with when to ask it and what the answer tells you.
What case study permission questions tell you
Case study permission questions ask a client what you may say about the work you did together: whether a case study is fine, whether you can use their name and logo, which results and materials you can show, where it may appear and who approves the final text. A case study published without clear permission can cost you the client, and asking in writing keeps everyone's answer on record.
Ask a few weeks after the project ends, once results are in and the client is pleased with them. Start with the happiness rating and the proudest result, then ask permission, so the client is already thinking about what went well. Send the link to your main contact, and ask them to pass it to whoever approves.
Each answer stays with the response in the inbox, so the permission, the limits on results and the signature are in one place when you write. Give the response an owner, usually the person writing the case study.
- Questions
- 13
- Best asked
- A few weeks after the project ends
- Industry
- Agencies
- Where to find them
- From library in the Usertick survey editor, on every plan
The 13 case study permission questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
How the client sees the project
Start with how happy the client is and what they are proud of, since their words often become the case study's best lines.
- 08Stars
How happy are you with the result we delivered?
A star rating for how happy the client is with the result. Ask it first, and hold the permission request when the score is low.
- 12Big scale
How proud are you of this project?
How proud the client is of the project, on a scale of 1 to 10. A high score is a good moment to ask for a quote or a reference call too.
- 11Text
Which result from this project are you proudest of?
Asks which result the client is proudest of. The answer often makes the best headline for the case study, in the client's own words.
- 05Text
What would you want the case study to say about your company?
The open question on how the client wants their company described. Use their words in the introduction, and send the draft back for a check.
What you may share
Ask permission one piece at a time, from the case study itself to results, materials, channels and timing, so the writer knows the limits.
- 01Yes / No
May we write a case study about this project?
The first permission question, as a plain yes or no. Add logic so a No skips the rest, which spares the client questions that no longer apply.
- 02Consent
Can we use your company name and logo in our work?
A consent question for the client's name and logo. Keep the answer with the response, so anyone using the logo later can check what was agreed.
- 03Multiple choice
What can we share about the results?
How much you may say about results, from exact numbers to nothing. Write the case study to that level, and confirm the figures when the client wants to check first.
- 04Multiple choice
Which materials can we show?
Lets the client tick each kind of material you may show, from screenshots to quotes from their team. The answer becomes the writer's checklist for what to include.
- 10Dropdown
Where may we publish it?
Where the case study may appear, from your website to pitch decks only. The client can pick more than one, so read the full list before you publish anywhere.
- 09Date
When could the case study be published?
The date the case study could go live, picked on a calendar. Clients may wait for a launch or an announcement, so check the date before you plan the post.
Approval and what else
Find out who approves, get a signature on the final version and see what else the client would be open to.
- 06Contact
Who on your side approves the case study?
Collects the name and email of the person who approves the case study. Results lists them in a table, so you know who gets the draft.
- 07Signature
Sign to approve the case study for publication
Collects a signature approving the case study for publication. Send it with the final draft, in a second short survey. Signature is on every plan, 1 per survey on Free.
- 13Multiple choice
Would you also be open to any of these?
Lets the client tick what else they would do, from a video interview to a press release. Keep the answers for award entries and new business pitches.
Tips for asking about case study permission
Small choices that get honest, useful answers.
- 01
Ask when results are in
Wait a few weeks after the project ends, so the client has results to be proud of and you have numbers to show.
- 02
Ask for each permission separately
Ask about the name, the results and the materials one by one. A client may agree to a logo and still keep the numbers private.
- 03
Get the final approval in writing
Send the final draft with the signature question, so the approved version and the signature sit together in the inbox.
- 04
Skip the rest after a No
Add logic to the first question, so a client who declines doesn't see the remaining questions.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about case study permission
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
A few weeks after the project ends, once results are in. Ask your main contact, and ask them to name the person who approves.
Yes, on every plan. Add the signature question (1 per survey on Free) to a short survey that goes out with the final draft.
Start with how happy the client is with the result. When the score is high, move on to the permission questions; when it is low, talk to the client first.
Yes. The answers on results, materials and channels stay with the response in the inbox, so the writer can check them before publishing.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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