# Case Study Builder > Turns client wins into structured case studies in multiple formats. Gathers before/after metrics, structures as Problem-Solution-Results, and outputs landing page copy, one-pager, social snippets, and email insert. - Skill: `ekatasingh1107/case-study-builder` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add ekatasingh1107/case-study-builder` - Raw SKILL.md: https://api.skillmd.com/api/skills/ekatasingh1107/case-study-builder/raw - Safety review: PASS (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Productivity - Author: ekatasingh1107 (https://skillmd.com/u/ekatasingh1107) - Updated: 2026-08-19 - Page: https://skillmd.com/skills/ekatasingh1107/case-study-builder --- # Case Study Builder Transforms raw client results data into polished, structured case studies. Follows the Problem-Solution-Results framework, pulls real metrics, and generates multiple output formats: full landing page copy, one-pager for sales collateral, social media snippets, and email-embeddable summaries. ## Prerequisites - `agency.config.json` populated (services, brand voice) - Client results data (metrics, timeline, deliverables) -- from CRM, QBR, or user input - Client name and permission to use as a case study - Optional: `brand-voice` capability output for tone consistency ## Capabilities Used 1. `crm-writer` -- pull client engagement history, deliverables, and metrics 2. `company-researcher` -- refresh company context for the case study narrative 3. `email-copywriter` -- generate email-embeddable case study snippet 4. `carousel-creator` -- generate social media carousel content 5. `landing-page-copy` -- generate full landing page case study 6. `brand-voice` -- ensure tone consistency across formats ## Phase 0: Intake Read `agency.config.json`: - `services[]` -- map client work to service categories - `case_studies[]` -- check if this client already has an entry (update vs create) - `agency.name`, `agency.domain` -- for attribution - `brand_voice` -- tone and style guidelines Accept parameters: - `client_name` -- (required) the client featured in the case study - `project_type` -- which service(s) the case study covers - `time_period` -- when the work was done (e.g., "Jan-Mar 2026") - `data_source` -- `crm` | `qbr` | `manual`. Default: `manual` - `formats` -- array of desired outputs. Default: `["landing_page", "one_pager", "social", "email"]` - `anonymize` -- boolean, use "Industry Leader" instead of client name. Default: `false` - `approval_required` -- boolean, flag for client approval before publishing. Default: `true` ## Phase 1: Data Gathering ### From CRM (if data_source = crm) Pull from CRM tabs: - Deliverables completed during `time_period` - Metrics tracked (before and after) - Meeting notes mentioning results or feedback - Client testimonial quotes (if captured) ### From QBR (if data_source = qbr) Reference most recent `qbr-builder` output: - Wins section - Key metrics with quarter-over-quarter changes - Deliverables completed - Client feedback captured during QBR ### Manual Input (if data_source = manual) Prompt for structured input: ``` CLIENT RESULTS INPUT --- 1. Company name and industry: 2. Their situation BEFORE you started (pain points, metrics): 3. What you did (services, deliverables, timeline): 4. Results AFTER (metrics, improvements, outcomes): 5. Client quote (if available): 6. Any unexpected wins or learnings: 7. Timeline (start to results): ``` ### Supplementary Research Run `company-researcher` (quick) for: - Company description and industry context - Company size and market position - Their website URL and social profiles (for linking) ## Phase 2: Narrative Structuring Organize data into the Problem-Solution-Results (PSR) framework: ### The Problem - **Situation**: What was the client's business context? - **Pain**: What specific challenge were they facing? - **Stakes**: What would happen if the problem wasn't solved? - **Previous attempts**: Had they tried other solutions? Write 2-3 paragraphs that make the reader think "that sounds like my problem." ### The Solution - **Approach**: How did you diagnose and plan the solution? - **What was done**: Specific deliverables, not vague descriptions - **How it was done**: Methodology, tools, process (shows expertise) - **Timeline**: How long from kickoff to results - **Collaboration**: How did you work with the client's team? Write 2-3 paragraphs focused on the "how" -- this builds trust and differentiates from generic claims. ### The Results - **Primary metric**: The headline number (e.g., "+18% conversion rate") - **Secondary metrics**: Supporting numbers (traffic, AOV, revenue, speed) - **Qualitative outcomes**: Client satisfaction, team efficiency, confidence - **Unexpected wins**: Bonus outcomes they didn't plan for - **Ongoing impact**: Is the improvement sustained? Present as: ``` RESULTS SNAPSHOT --- Headline metric: [+X% improvement in Y] Supporting metrics: - [Metric 1]: [before] -> [after] ([change]) - [Metric 2]: [before] -> [after] ([change]) - [Metric 3]: [before] -> [after] ([change]) Timeline: [X weeks/months from start to results] ``` ### The Testimonial If a client quote is available, place it prominently. If not, note it as a gap to fill: - "TODO: Request testimonial quote from [contact name]" ## Phase 3: Format Generation ### Format 1: Landing Page Copy Full-length case study for website (800-1200 words): ``` LANDING PAGE CASE STUDY === HEADLINE: How [Client/Industry] Achieved [Headline Result] with [Service] SUBHEADLINE: [One sentence expanding on the result with timeline] HERO SECTION: - Client logo (placeholder) - Headline metric in large text - Industry tag, service tag CLIENT SNAPSHOT: | Industry | [vertical] | | Company Size | [employees/revenue tier] | | Platform | [Shopify, etc.] | | Services Used | [list] | | Timeline | [duration] | THE CHALLENGE: [2-3 paragraphs from Phase 2 Problem section] THE APPROACH: [2-3 paragraphs from Phase 2 Solution section] [Include a visual process/timeline element] THE RESULTS: [Metrics grid with before/after comparison] [Pull quote from client if available] KEY TAKEAWAYS: 1. [Insight applicable to similar companies] 2. [Insight about the approach] 3. [Insight about the results] CTA: "Facing similar challenges? Let's talk about your [service area]." [Calendar link / contact form reference] ``` ### Format 2: One-Pager (Sales Collateral) Single-page PDF-ready format (300-400 words): ``` ONE-PAGER === [Agency Logo] [Client Logo] CASE STUDY: [Client Name] [Headline: How [Client] achieved [result]] THE CHALLENGE: [2-3 sentences] WHAT WE DID: - [Deliverable 1] - [Deliverable 2] - [Deliverable 3] RESULTS: +-------------------+-------------------+ | [Metric 1] | [Metric 2] | | [BIG NUMBER] | [BIG NUMBER] | | [context] | [context] | +-------------------+-------------------+ | [Metric 3] | [Metric 4] | | [BIG NUMBER] | [BIG NUMBER] | | [context] | [context] | +-------------------+-------------------+ "[Client quote]" -- [Name, Title] Timeline: [duration] | Services: [list] | Industry: [vertical] [Agency name] | [domain] | [CTA] ``` ### Format 3: Social Snippets LinkedIn post, Twitter/X thread, and Instagram caption: **LinkedIn Post** (1200-1500 characters): ``` [Hook line with the headline metric] [Client] came to us with [problem in 1 sentence]. Here's what we did: 1. [Step 1] 2. [Step 2] 3. [Step 3] The results: [Metric 1]: [before] -> [after] [Metric 2]: [before] -> [after] [Metric 3]: [before] -> [after] [Key insight or lesson learned] [CTA: link to full case study or "DM me if you're facing similar challenges"] #[relevant] #[hashtags] ``` **Twitter/X Thread** (3-5 tweets): ``` Tweet 1: [Hook with headline metric] Tweet 2: The problem: [2 sentences] Tweet 3: What we did: [2-3 bullet points] Tweet 4: Results: [metrics] Tweet 5: [Key lesson + CTA] ``` **Instagram Caption** (for carousel post): ``` [Hook] + [Short narrative] + [Results] + [CTA] Carousel slides: [slide-by-slide content for carousel-creator] ``` ### Format 4: Email Insert Short case study block for outreach emails (80-120 words): ``` EMAIL INSERT === Subject line reference: "How [Client] got [result] in [timeline]" Body insert: "Quick example: [Client], a [industry] brand, was struggling with [1-sentence problem]. We [1-sentence solution]. In [timeline], they saw [headline metric] and [secondary metric]. [Link to full case study]" ``` ## Phase 4: Quality Check Before output, verify: - [ ] All metrics have "before" and "after" values - [ ] Timeline is specific (not "a few months") - [ ] Client name used correctly (or anonymized if `anonymize` = true) - [ ] No confidential data exposed (revenue figures, unless approved) - [ ] CTA links reference agency domain from config - [ ] Tone matches `brand_voice` settings - [ ] No superlatives without data backing ("best", "leading", "top") - [ ] Each format stands alone (doesn't require reading another format) ## Phase 5: Output Return structured JSON: ```json { "client_name": "Kibi Sports", "anonymized": false, "project_type": "Conversion Rate Optimization", "time_period": "Jan-Mar 2026", "headline_metric": "+18% conversion rate", "results_summary": { "primary": {"metric": "Conversion Rate", "before": "2.4%", "after": "2.8%", "change": "+18%"}, "secondary": [ {"metric": "Page Load Speed", "before": "4.2s", "after": "2.1s", "change": "-50%"}, {"metric": "Revenue", "before": "INR 25,40,000/mo", "after": "INR 31,00,000/mo", "change": "+22%"}, {"metric": "Bounce Rate", "before": "50%", "after": "42%", "change": "-16%"} ], "timeline": "12 weeks" }, "formats": { "landing_page": "[full markdown content]", "one_pager": "[formatted content]", "social": { "linkedin": "[post content]", "twitter_thread": ["tweet1", "tweet2", "tweet3", "tweet4"], "instagram": "[caption + carousel outline]" }, "email_insert": "[short block]" }, "testimonial": { "quote": "They transformed our product pages. The numbers speak for themselves.", "attribution": "Amit K., Founder", "status": "approved" }, "approval_status": "pending_client_approval", "generated_at": "2026-03-07T10:00:00Z" } ``` ## Phase 6: Review and Distribution Present all formats for review. **APPROVAL GATE**: "Case study ready in [N] formats. Review each before publishing?" Post-approval actions: - Update `agency.config.json` `case_studies[]` array with the new entry - Flag for website publishing (landing page format) - Queue social posts (if `nurture-sequence` or social calendar exists) - Make email insert available to `cold-email-drafter` and `outreach-draft-pipeline` ## Example Usage Trigger phrases: - "Build a case study from the Kibi Sports results" - "Turn last quarter's results for [client] into a case study" - "I need a case study for the website, use [client] data" - "Create social proof content from [client] metrics" - "Generate a one-pager case study for [client]" - "Case study time -- here are the numbers: [paste metrics]"