Case Study Development
Building proof that reads like a win.
Workflow
Step 1Discovery
ObjectiveUnderstand the win.
InputCustomer engagement
OutputDiscovery notes
Key activities
Gather the problem, journey, results
Decision points
What happened?
Tools: InterviewRoles: Marketing
Success: Discovered
Quality gate: Go: clear. Loop back: vague.
Why it matters
- A well-built case study is evergreen sales ammunition. The craft is what makes it believable and useful.
Best practices
- Interview for the problem and the result, in the customer's words.
- Quantify ROI wherever possible.
- Write the arc: before → after → how.
- Get customer approval before publishing.
Common mistakes
- Stories with no stakes or numbers.
- Generic happy-customer copy.
- Publishing without the customer's sign-off.
Key questions
- What is the arc of this customer's win?
- What numbers make it credible?
Agents that drive this
Writer
Tools we use · alternates in [ ]
Claude[ OpenAI, DeepSeek, Gemini ]Notion[ Confluence, Obsidian ]Metabase[ Looker Studio, Power BI, Grafana ]