Marketing Content Case Study

Case Study Generation

Draft pipeline for a content idea of type case_study.

When to Use

• Idea with content_type: case_study
• Buying stage must be decision or vendor only

Prerequisites

• Valid content idea (stage check)
• Firm/service/ICP/persona context
• Current agent/LLM session
• Optional: Exa reference notes via tool-exa for quality benchmarks
• A record in workspace/firm/proof/ with usable_publicly: true when the idea uses placeholder proof

Prompt layering

1. Base writer
2. Quality layer
3. Case study format layer → references/format-requirements.md

Follow the shared draft gate and writing quality rules in docs/content-generation.md.

Proof gate

If proof_source says needs real client proof before draft, or the title contains [Client], do not ask the user to retype the facts yet — read workspace/firm/proof/ first. See the Proof Gate in AGENTS.md.

1. Look for a record matching this service and ICP.
2. A case study is public material, so it requires usable_publicly: true. A record with usable_publicly: false may not be drafted into a case study even though a private proposal could cite it.
3. Name the client only with client_public: true; otherwise use the record's approved anonymized label.
4. Quote the client only with quote_approved: true.
5. Use only metrics with verified: true.

If no usable record exists, stop and ask for the client facts, then have sales-outcome-log write them to workspace/firm/proof/ before drafting. Recording them once is what stops this gate from blocking every future case study.

Facts needed for a record: client name or approved label, starting situation, service delivered, timeline, 2–3 real metrics, and an approved quote or a note that none is available.

Do not invent metrics, quote, client name, industry, timeline, or result.

PASTOR structure (required)

• P Problem — client challenge with context
• A Amplify — consequences (revenue, team, risk)
• S Solution — your process/approach
• T Transformation — results with metrics (%, $, time)
• O Offer — how reader gets similar results
• R Response — clear CTA

Must include

• 2–3 quantifiable metrics when real metrics are available; otherwise use verified qualitative outcomes and state proof limits plainly
• At least 1 client quote only when supplied or approved
• Before vs after comparison
• Timeline of engagement

Research

Optional Exa: 5 reference case studies/articles on topic for quality benchmark (do not copy).

Output

Brand scope. In a multi-brand workspace the draft inherits the idea file's brand: write to workspace/marketing/content/{brand}/drafts/… — same brand segment as the idea. See the Brand Scope Gate in AGENTS.md.

workspace/marketing/content/drafts/case-studies/{slug}.md — Markdown

Headline pattern: "[Client Result] in [Timeframe]" or "How [Client] Achieved [Result]"

Frontmatter: idea, content_type, buying_stage, service, icp, persona, generated_at. Run scripts/validate-content-draft.sh {output} and update the idea to status: generated after the draft validates.