Sales Adoption Survey: Case Studies & References

Are Your Case Studies and References Actually Helping Sales? Find Out.

You’re creating customer stories and building a reference program—but are AEs actually using them? If not, do you know why?

Most sales teams want case studies and references, but they often can’t find them, don’t know they exist, or don’t think they’re relevant to their deals. That’s why I built this Sales Adoption Survey—a simple but powerful way to diagnose what’s working, what’s missing, and how to remove the biggest blockers.

What You’ll Learn:

• How many AEs actually use case studies (and what stops the rest)
• Where sales reps naturally go to find advocacy assets (hint: it’s not always your portal)
• What formats, filters, and deal-stage needs matter most
• How dependent your team is on reference calls—and whether it’s sustainable

Use this plug-and-play survey to uncover the real adoption gaps, fix what’s broken, and make it impossible for sales not to use advocacy.

Grab the survey template now and start diagnosing what’s holding your program back!