Free Testimonial & Case Study Consent Form
Capture the quote, the approved result and a granular permission grant — name, logo, channel, editing rights and withdrawal terms — so marketing can publish social proof without a three-email chase for clearance.
Quick answer
A testimonial is personal data and often commercial information, so "they loved the project" is not a licence to publish. This form attaches the exact approved wording to a permission grant: attribution style (full name and title, first name only, or anonymous), the channels covered (website, paid ads, case study, social, print, sales decks), whether you may edit for length, whether results figures are cleared, and a validity period with a withdrawal contact. The timestamped response is the evidence that the asset was approved in that form.
About this template
Consent requests fail for one reason: they are vague. A blanket "may we use your feedback?" gets a yes that means the website, and then a lawyer's letter when the quote appears in a paid campaign beside a competitor's logo. This form splits permission by channel and by attribution style so customers approve what they are actually comfortable with — which raises approval rates rather than lowering them, because saying yes to two things is easier than saying yes to everything.
Send it with the draft in hand: paste the exact sentence and any figures you intend to publish, so the approval is specific and auditable. Collect it straight after a strong debrief — the Client Feedback Form asks the same "what was the result?" question and produces the raw material. For customer-created photos, video and reviews, use the UGC Submission Form instead, which clears rights over media rather than over a written quote.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to clear the rights in one pass.
Approved wording field
The exact quote or summary the customer signs off, stored with the response.
Channel checkboxes
Website, ads, case study, social, print, sales deck — each granted separately.
Attribution style choice
Full name and title, first name and company, initials, or anonymous.
Term, edit and withdrawal
Validity period, editing permission and the contact for withdrawing consent.
How It Works
Three steps to publishable social proof.
Copy template
One-click import into your FormLM workspace — free.
Paste the exact draft
Include the wording and figures you intend to publish so approval is specific.
Let them scope permissions
Channel checkboxes and attribution style instead of all-or-nothing.
File the record
Export the response with its timestamp as the consent evidence for that asset.
Who Is This For
Pick your role — see how it fits your workflow.
Content & demand-gen teams
Build a case-study library where every claim has a documented approval.
Agencies & freelancers
Show client work in proposals without asking permission again every quarter.
B2B marketers
Clear the two hardest things: named results figures and logo usage.
Key Features
- Quote text captured and locked alongside the consent
- Per-channel usage permissions rather than a blanket grant
- Attribution style selection including anonymous and initials-only
- Separate approval for publishing commercial results and figures
- Logo and company-name usage checkbox
- Editing permission for length and formatting
- Validity period, withdrawal route and named contact
- Typed signature with timestamp as the consent record
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real fields — the permission lines are editable to match your contracts.
- Your name, role, company and the email we may contact? (open)
- Here is the draft quote — approve as written, or send edits? (text shown + choice + open)
- How should we attribute it? (full name & title / first name & company / initials / anonymous)
- Where may we use it? (multi: website, paid ads, case study, social, print, sales deck)
- May we publish the results figures mentioned? (yes / numbers only / no)
- May we show your company logo? (yes / needs brand approval / no)
- Do you accept this for twelve months, twenty-four or until withdrawn? (choice)
- Typed full name and date as your consent signature (open, required)