Testimo's Case Study Block is a Customer Flow step that collects up to 8 custom project questions from customers at review time, creating a structured project record distinct from the AI Case Study Generator.

Testimo feature

Case Study Block

Collect the project story while the job is still fresh.

The Case Study Generator writes the story after the fact. The Case Study Block collects it at review time. Add up to 8 custom project questions to your Customer Flow so customers describe what was done, what changed, and what they would tell a friend, while the work is still top of mind.

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Why it works

Asked while it is still fresh

Customers answer project questions in the same flow as their Google review, not weeks later when the details have faded.

Your questions, their words

Set up to 8 custom questions that match how you talk about the work: scope, outcome, timeline, or whatever you need for a proper project record.

Not the Case Study Generator

The block collects structured answers at review time. The generator later composes those assets into a shareable written case study. They do different jobs.

Lives on the customer profile

Answers land as a structured project record you can use in proposals, follow-ups, and the Case Study Generator.

How it works

01

Step 01

Add your project questions

In Customer Flow settings, turn on the Case Study Block and write up to 8 questions about the job.

02

Step 02

Customer answers after the review

Once they have left a Google review, they can answer your questions as an optional step. Skip is always available.

03

Step 03

Use the answers later

The record sits on the customer profile. Combine it with their review, testimonial, or photo when you generate a case study or write a proposal.

What this looks like for your business

A builder asks what was renovated, which suburb, and what the customer would tell a neighbour. Those answers sit next to the 5-star review and become the bones of a case study that week.

A dentist asks which treatment the patient had and what they noticed afterwards. The answers make the later AI case study specific instead of generic.

Questions about Case Study Block

The Case Study Block collects answers at review time. The Case Study Generator writes a shareable story afterwards from the review, testimonial, photo, and any project answers you already have.

Try Case Study Block free for 14 days

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