Case Study Consent Form

Case Study Consent Form — Form Fields

This sales template includes 6 fields. Obtain formal consent from customers to use their story and results as a sales and marketing case study. Covers usage rights, approval workflow, and preferred level of attribution. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Company Name (text, required)
• Email Address (email, required)
• Attribution Level (dropdown selection, required) — options: Full attribution – company name, logo, and quotes, Partial – company name only, no logo, Anonymous – no company details
• Approved Use Cases (checkboxes, required) — options: Website and blog, Sales collateral, Press releases, Social media, Conference presentations
• Do you require approval before the case study is published? (multiple choice, required) — options: Yes, I require review before publish, No, you may publish without pre-approval