Customer Case Study Template
Version: 1.0 | Last Updated: Nov 2025
[CUSTOMER NAME] Success Story
Industry: [INDUSTRY] Company Size: [# EMPLOYEES] Use Case: [OCM / Recruiting / IT Service Desk / Sales / Agile Dev] Implementation Date: [MONTH YEAR]
Executive Summary
Challenge: [ONE SENTENCE PROBLEM] Solution: [ONE SENTENCE SOLUTION] Results: [THREE QUANTIFIED OUTCOMES]
Company Background
[CUSTOMER NAME] is a [SIZE] [INDUSTRY] company based in [LOCATION]. With [#] employees across [# LOCATIONS/COUNTRIES], they [WHAT THEY DO].
Key Facts:
- Industry: [INDUSTRY]
- Employees: [#]
- Locations: [#]
- Revenue: $[X]M (if public/shareable)
- Department Using PulsePlus: [DEPARTMENT]
The Challenge
Primary Pain Point
[CUSTOMER NAME] was struggling with [PRIMARY CHALLENGE].
Specific Symptoms:
- [QUANTIFIED PROBLEM 1 - e.g., "35% annual turnover costing $2.1M"]
- [QUANTIFIED PROBLEM 2 - e.g., "Only 28% training completion rate"]
- [QUANTIFIED PROBLEM 3 - e.g., "6-month average time for change adoption"]
Business Impact: [DESCRIBE THE COST/IMPACT OF THE PROBLEM]
Example: "With 35% annual turnover, [COMPANY] was spending over $2M yearly on recruiting and training replacements. Low engagement scores (52/100) indicated widespread dissatisfaction, and the HR team had no visibility into who was at risk until exit interviews revealed it was too late."
Secondary Challenges
- Challenge 2: [DESCRIPTION]
- Challenge 3: [DESCRIPTION]
What They Tried Before
[COMPANY] attempted several solutions before PulsePlus:
- [SOLUTION 1]: [WHAT HAPPENED - e.g., "Implemented annual engagement surveys, but scores didn't improve and employees saw no action"]
- [SOLUTION 2]: [WHAT HAPPENED - e.g., "Tried peer recognition platform, but participation dropped after 3 months"]
- [SOLUTION 3]: [WHAT HAPPENED]
Why Previous Solutions Failed: [ROOT CAUSE ANALYSIS]
The Solution
Why PulsePlus?
[CUSTOMER] selected PulsePlus because:
- [REASON 1]: [e.g., "Comprehensive gamification, not just recognition"]
- [REASON 2]: [e.g., "AI-powered setup meant going live in 2 weeks vs. 2 months"]
- [REASON 3]: [e.g., "Privacy-first approach aligned with company values"]
Implementation Approach
Timeline: [X] weeks from contract to go-live
Week 1-2: Planning
- Kickoff with HR, IT, and [DEPARTMENT] leadership
- Defined objectives: [LIST KEY OBJECTIVES]
- Designed achievements: [LIST KEY ACHIEVEMENTS]
- Configured integrations with [SYSTEMS]
Week 3-4: Pilot
- Launched with [#] employees in [DEPARTMENT]
- Daily monitoring and optimization
- Gathered feedback and refined approach
Week 5-6: Rollout
- Expanded to full [DEPARTMENT] ([#] employees)
- Launched team challenges and leaderboards
- Trained managers on analytics dashboard
Key Features Implemented
✅ [FEATURE 1]: [HOW THEY USE IT]
Example: "Quest System - Created '90-Day Onboarding Journey' with 15 steps guiding new hires from Day 1 orientation through first project completion"
✅ [FEATURE 2]: [HOW THEY USE IT]
✅ [FEATURE 3]: [HOW THEY USE IT]
✅ Integrations: [SYSTEMS INTEGRATED]
The Results
Primary Outcomes (Quantified)
| Metric | Before PulsePlus | After PulsePlus | Improvement |
|---|---|---|---|
| [METRIC 1] | [BASELINE] | [RESULT] | [%] |
| [METRIC 2] | [BASELINE] | [RESULT] | [%] |
| [METRIC 3] | [BASELINE] | [RESULT] | [%] |
Example:
| Metric | Before | After | Improvement |
|---|---|---|---|
| Training Completion | 28% | 87% | +211% |
| Engagement Score | 52/100 | 81/100 | +56% |
| Voluntary Turnover | 35% | 22% | -37% |
Financial Impact
Cost Savings:
- [CATEGORY 1]: $[AMOUNT] annually
- [CATEGORY 2]: $[AMOUNT] annually
- Total Savings: $[TOTAL] per year
Example:
- Turnover reduction: $800k annually (13% fewer replacements)
- Training efficiency: $120k annually (higher completion, lower waste)
- Total: $920k annual value
ROI: [X]x return on $[INVESTMENT]
Payback Period: [X] months
Engagement Metrics
- Daily Active Users: [X]%
- Weekly Active Users: [X]%
- Average XP per Employee: [X]
- Achievements Unlocked: [X] total
- User Satisfaction (NPS): [SCORE]
Qualitative Improvements
Employee Feedback:
- "[QUOTE FROM EMPLOYEE]"
- "[QUOTE FROM EMPLOYEE]"
Manager Feedback:
- "[QUOTE FROM MANAGER]"
Executive Feedback:
- "[QUOTE FROM EXECUTIVE]"
Customer Testimonial
"[FULL QUOTE FROM CUSTOMER - 2-3 SENTENCES ABOUT IMPACT AND EXPERIENCE]"
— [NAME, TITLE], [COMPANY]
Example:
"PulsePlus transformed how our team thinks about work. Training completion went from 28% to 87% in 4 months, and our engagement scores increased 29 points. The gamification made learning and development actually fun, and we're seeing measurable business impact."
— Sarah Johnson, VP of Human Resources, TechCorp
Key Success Factors
What made this implementation successful:
- Executive Sponsorship: [VP HR] championed the initiative and communicated regularly
- Manager Activation: [DEPARTMENT] managers promoted participation and celebrated wins
- Quick Wins: Early achievements in pilot phase built momentum
- Integration: Automated recognition from [SYSTEM] eliminated manual effort
- Continuous Optimization: Weekly reviews and adjustments based on data
Lessons Learned
What Worked Well:
- [LESSON 1]
- [LESSON 2]
- [LESSON 3]
What They'd Do Differently:
- [LESSON 1]
- [LESSON 2]
What's Next for [CUSTOMER]
[COMPANY] is now expanding PulsePlus to:
- [EXPANSION PLAN 1 - e.g., "Additional departments (Marketing, Finance)"]
- [EXPANSION PLAN 2 - e.g., "Advanced features like AI quest generation"]
- [EXPANSION PLAN 3 - e.g., "Integration with additional systems"]
About [CUSTOMER NAME]
[2-3 PARAGRAPH COMPANY DESCRIPTION]
[COMPANY] is a [DESCRIPTION]. Founded in [YEAR], they [MISSION/WHAT THEY DO]. With [#] employees and [REVENUE/CUSTOMERS/OTHER STATS], they [MARKET POSITION].
Learn more: [WEBSITE]
About PulsePlus
PulsePlus is the employee engagement gamification platform for organizations that believe great culture drives great business results. We transform daily work into rewarding experiences through behavioral science, AI-powered content, and comprehensive game mechanics.
Learn more: https://pulseplus.dev
Media Assets
Available for Download:
- [COMPANY] logo (high-res)
- Screenshots of their PulsePlus implementation
- Photos of [NAME, TITLE] (if available)
- Video testimonial (if available)
Contact for Media Inquiries: [CONTACT NAME] [EMAIL] [PHONE]
Use This Case Study
Sales Scenarios:
- Similar industry prospects
- Similar use case (OCM, Recruiting, etc.)
- Similar company size
- Similar pain points
How to Customize:
- Update prospect name in cover email
- Highlight most relevant metrics for prospect
- Reference in proposals and presentations
Case Study Author: [YOUR NAME] Publication Date: [DATE] Last Updated: [DATE] Approval: Customer approved for public use ✅
Interview Questions Used (For Future Case Studies)
Use these questions when interviewing customers:
Background:
- What challenges were you facing before PulsePlus?
- What did you try before that didn't work?
- Why did you choose PulsePlus over alternatives?
Implementation: 4. How long did implementation take? 5. What surprised you during rollout? 6. What challenges did you encounter?
Results: 7. What measurable improvements have you seen? 8. What qualitative changes have you noticed? 9. What's been the employee response?
Future: 10. What are your plans for expanding PulsePlus? 11. Would you recommend PulsePlus? Why? 12. If you could do it again, what would you do differently?
Testimonial: 13. Can you summarize the impact in 2-3 sentences?
Document Owner: Marketing & Customer Success Review Cadence: Quarterly (update metrics if customer provides new data)