Case Study Generator

Produces publication-ready case studies in three formats from one research pass, using the Challenge, Strategy, Results framework. Designed for agency marketing teams and sales representatives who need consistent, compelling client success stories.

When to Use

A client campaign has concluded with strong, quantifiable results
The sales team needs fresh collateral for a specific industry vertical
The agency website needs updated portfolio content
A client has agreed to be featured as a reference or case study
Preparing for an industry award submission that requires documented results
Building a library of proof points for specific service offerings

Prerequisites

juma-client-context: Loaded and configured for the target client account
Access to campaign performance data (analytics, ad platforms, reporting dashboards)
Client approval or willingness to participate in the case study process
Knowledge of the agency services delivered and the original SOW or proposal
At least one stakeholder available for interview (internal account lead at minimum, client contact preferred)
Brand guidelines for the agency (logos, tone of voice, formatting standards)

Process

Select client and campaign: Identify the client account and the specific campaign or engagement period to feature. Confirm the client has provided permission (or determine if permission is still needed). Note the industry vertical, services delivered, and engagement timeline.
Gather performance data: Pull all relevant metrics from analytics platforms, ad dashboards, and internal reporting tools. Collect baseline numbers (before the engagement or campaign) and final results. Document the data sources so every claim is verifiable. Flag any metrics that require client approval before publishing.
Interview stakeholders: Conduct interviews with the internal account team (account manager, strategists, specialists who executed the work) and, when possible, the client contact. Use the testimonial prompt templates in the Output Format section to guide client interviews. Record specific anecdotes, turning points, and direct quotes.
Write the Challenge section: Describe the client's situation before the engagement. Include the business problem, market context, previous attempts or existing strategies that were underperforming, and the specific goals the client set. Use concrete numbers to establish the baseline.
Document the Strategy section: Detail the approach the agency took. Explain the reasoning behind the strategy, the channels and tactics selected, the timeline of execution, and any pivots made during the engagement. Keep it specific enough to demonstrate expertise without giving away proprietary methodology.
Quantify the Results section: Present outcomes with hard numbers. Use percentage improvements, absolute figures, and before/after comparisons. Connect results back to the original challenge and goals. Include both primary KPIs and secondary benefits the client gained.
Generate all three output formats: Using the gathered material, produce the long-form case study, the one-pager, and the social media snippets. Each format draws from the same research but is structured and toned differently for its audience and channel.
Prepare testimonial requests and supplementary materials: Draft the testimonial request emails with specific question prompts. Identify data visualization opportunities. Apply internal tags for the case study library.

Output Format

FORMAT 1: Long-Form Case Study (800-1200 words)

See long-form-template.md for the complete long-form case study template with Client Overview, Challenge, Strategy, Results, Testimonial, and What's Next sections.

FORMAT 2: One-Pager (Executive Summary, PDF-Ready)

See one-pager-template.md for the complete one-pager template with At a Glance, Key Results, 3-paragraph executive summary, Client Quote, and CTA sections.

FORMAT 3: Social Media Snippets

See social-snippets-template.md for the complete LinkedIn post, Twitter/X thread (5-7 tweets), and Instagram carousel (8-10 slides) templates.

Testimonial Prompt Templates

See testimonial-request-email.md for the complete client testimonial request email template with question prompts and sending tips.

Data Visualization Suggestions

- **Before/After Bar Chart:** [Metric 1], [Metric 2] -- best for dramatic improvements
- **Line Graph (Trend Over Time):** [Metric] over [time period] -- best for showing sustained growth
- **Pie Chart:** [Budget allocation] or [Traffic source mix] -- best for composition changes
- **Funnel Visualization:** [Conversion stages] -- best for showing improved conversion rates
- **Dashboard Screenshot:** [Platform] -- annotated screenshot showing real data (with client approval)

Internal Tagging

- **Industry:** [e.g., SaaS, E-commerce, Healthcare, Financial Services]
- **Service Type:** [e.g., SEO, Paid Media, Content Marketing, Social Media, Web Design]
- **Results Achieved:** [e.g., Traffic Growth, Lead Generation, Revenue Increase, Brand Awareness]
- **Client Size:** [e.g., SMB, Mid-Market, Enterprise]
- **Engagement Type:** [e.g., Retainer, Project-Based, Consulting]
- **Hero Metric:** [The single most impressive number for quick reference]

Common Mistakes

Vague results: Stating "traffic increased significantly" instead of "+142% organic traffic over 6 months." Always use specific numbers with timeframes and baselines.
Missing client approval: Publishing data, company names, or quotes without written client consent. Always confirm approval before any external use.
Strategy section too generic: Writing "we implemented an SEO strategy" instead of detailing the specific tactics, decisions, and reasoning. The strategy section is where agency expertise is demonstrated.
Ignoring the baseline: Presenting results without context. A 50% increase means nothing if the reader does not know the starting point.
One format fits all: Copying the long-form version into the one-pager or social posts instead of restructuring the content for each channel's audience and constraints.
No internal tagging: Skipping the tagging step makes the case study harder to find later when the sales team needs a specific vertical or service example.
Burying the lead: Starting with background information instead of the most compelling result. Social formats especially must hook with the outcome first.
Forgetting the testimonial request: Waiting too long after the engagement ends to request a client quote. Ask while results are fresh and enthusiasm is high.

Related Skills

juma-client-context: Required for loading client account data and campaign history
juma-retainer-review: Use performance data from retainer reviews to identify case study candidates
juma-upsell-finder: Case studies can support upsell conversations by demonstrating results in adjacent services

juma-case-study