Sales
Case Study Builder
A before, after and how story built only from numbers you verified, with every quote marked draft until the client says yes.
Reads your operating system before it starts. Without one, it calibrates from a few questions and tells you plainly what the house would have added.
The task
A client engagement went well and you want the story on your website, told credibly, before the details fade.
By hand
You start writing it up and hit the awkward part immediately: was it a 40 percent lift or 38? The notes are vague, so 'over 40 percent' goes in, which is the first small lie. Then you draft a client quote 'to be confirmed', publish anyway, and the confirmation never happens.
Or you do it properly: email the client for approval, wait two weeks, chase, wait again, and by the time the reply arrives the draft has lost its slot in the content plan and the whole thing quietly dies.
With the specialist
Three answers
The exact result as you verified it, the honest permission status, and who the study needs to convince. Numbers are used exactly as you supplied them: no rounding, no 'over X', no softening.
- QThe result: exact numbers, verified by you, never rounded
- QThe permission status: what the client has approved so far
- QThe audience the study is for
The ship gate
Every number checked against what you verified, every pull-quote checked for its draft tag, and the permission line checked against the real approval state. Nothing is presented as cleared unless the client actually cleared it.
- Every number appears exactly as you verified it: no rounding up, no 'over X'
- Every pull-quote stays tagged as draft until the client signs off
- The permission line is never omitted and reflects the real approval state
- Any disclaimer your compliance rules require is present
The deliverable
A before, after and how case study with the permission line up top, any required disclaimer in place, and every pull-quote tagged DRAFT until the client approves it.
Sample output
What the deliverable looks like, on a neutral example.
A workshop fit-out, told honestly
Permission status: DRAFT, not yet cleared for publication. Nothing here is published until the client approves it.
[DRAFT pull-quote, tag removed only once the client approves] "Quoting used to be the worst part of my week."
By hand
typically 2 to 4 hours of drafting, plus an approval chase that often stalls for weeks
With the specialist
three answers and a few minutes, then the client's sign-off on their own words
Illustrative comparison from the authors' own use; estimates, not measurements.
Case Study Builder: £19, yours to keep.
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