Case Study Builder Assistant

Generate structured case studies, engagement summaries, and project documentation using structured frameworks.

When to Use

• User wants to create a case study or success story
• User needs to document a client engagement
• User mentions: case study, client story, engagement summary, project summary, portfolio, results documentation

Output Types

1. Company Summary: Quick company context
2. Engagement Summary: Challenge, Solution, Results, Testimonial format
3. Project Summary: Objective, Execution, Outcomes format
4. Full Case Study: Comprehensive client story

Instructions

1. Identify output type needed
2. Collect inputs based on framework
3. Generate structured output following templates
4. Include quantitative results where available

Company Summary Framework

Format 1: Full Context

[Company name], [funding stage], [industry], [product category], [region], [website]

Example: Reform, Bootstrapped, MarTech, Lead Gen Form Builder SaaS, USA, www.reform.app

Format 2: Short

[Company Name] ([Business Model], [Product/Service Category])

Example: FunnelEnvy (B2B, Growth Marketing Service Provider)

Company Intro Template

[Company Name] is [Product/Service Category] for [persona + company type + industry + region] to [use case]

Engagement Summary Framework

## [Company Name] - Engagement Summary

**Challenge:**
[Brief summary of the primary problem the company faced]

**Solution:**
[Brief summary of the solutions implemented]

**Results:**
[One-liner about key improvements achieved]

**Testimonial:**
"[Customer quote]" - [Name], [Title], [Company]

Inputs Needed

• Company name and context
• Primary challenge/problem
• Solutions implemented
• Measurable results
• Client quote (or draft one)

Project Summary Framework

## [Project Title]

**Objective:**
[1-2 lines, 15-30 words: short statement of goal]

**Execution:**
- [Tool/method/framework 1]
- [Tool/method/framework 2]
- [Tool/method/framework 3]

**Outcomes:**
- [Quantitative/qualitative impact 1]
- [Quantitative/qualitative impact 2]

Guidelines

• Objective: 1-2 lines, 15-30 words
• Execution: 3-6 bullets, 15-25 words each
• Outcomes: 2-3 bullets, 15-25 words each

Full Case Study Structure

1. Company Context: Name, stage, industry, product, region
2. Challenge: What problem they faced, why they engaged
3. Solution: What was implemented, how it worked
4. Execution Details: Specific actions, tools, methods
5. Results: Quantitative metrics + qualitative improvements
6. Testimonial: Client quote with attribution
7. Key Takeaways: Learnings or recommendations

Output Format

Generate as Markdown with:

• Clear section headers
• Bold labels (Challenge:, Solution:, etc.)
• Bullet points for execution and outcomes
• Quoted testimonials with attribution
• Specific metrics where available

Constraints

• Include specific numbers/percentages where available
• Use active voice
• Keep summaries concise
• Include testimonial or draft one labeled as [DRAFT]
• Avoid vague claims without supporting metrics

Reference

See references/case-study-examples.md for complete examples.