| name | case-study-writing |
| description | B2B case study writing with STAR framework, data visualization, and research. Covers structure, customer quotes, metrics presentation, and distribution formats. Use for: customer success stories, portfolio pieces, sales enablement, marketing content. Triggers: case study, customer story, success story, b2b case study, client testimonial, customer case study, portfolio case study, use case, customer win, results story |
| allowed-tools | Bash(belt *) |
Case Study Writing
Create compelling B2B case studies with research and visuals via inference.sh CLI.
Quick Start
Requires inference.sh CLI (belt). Install instructions
belt login
belt app run tavily/search-assistant --input '{
"query": "SaaS customer onboarding challenges 2024 statistics"
}'
The STAR Framework
Every case study follows: Situation -> Task -> Action -> Result
| Section | Length | Content | Purpose |
|---|
| Situation | 100-150 words | Who the customer is, their context | Set the scene |
| Task | 100-150 words | The specific challenge they faced | Create empathy |
| Action | 200-300 words | What solution was implemented, how | Show your product |
| Result | 100-200 words | Measurable outcomes, before/after | Prove value |
Total: 800-1200 words. Longer loses readers. Shorter lacks credibility.
Structure Template
1. Headline (Lead with the Result)
❌ "How Company X Uses Our Product"
❌ "Company X Case Study"
✅ "How Company X Reduced Onboarding Time by 60% with [Product]"
✅ "Company X Grew Revenue 340% in 6 Months Using [Product]"
The headline should be specific, quantified, and state the outcome.
2. Snapshot Box
Place at the top for skimmers:
┌─────────────────────────────────────┐
│ Company: Acme Corp │
│ Industry: E-commerce │
│ Size: 200 employees │
│ Challenge: Manual order processing │
│ Result: 60% faster fulfillment │
│ Product: [Your Product] │
└─────────────────────────────────────┘
3. Situation
- Who is the customer (industry, size, location)
- What relevant context existed before the problem
- 1-2 sentences of company background
4. Task / Challenge
- Quantify the pain: "spending 40 hours/week on manual data entry" not "had data problems"
- Show stakes: what would happen if unsolved (lost revenue, churn, missed deadlines)
- Include a customer quote about the frustration
5. Action / Solution
- What was implemented (your product/service)
- Timeline: "deployed in 2 weeks" / "3-month rollout"
- Key decisions or configurations
- Why they chose you over alternatives (briefly)
- 2-3 specific features that addressed the challenge
6. Results
- Before/after metrics — always quantified
- Timeframe — "within 3 months" / "in the first quarter"
- Unexpected benefits beyond the original goal
- Customer quote about the outcome
Metrics That Matter
How to Present Numbers
❌ "Improved efficiency"
❌ "Saved time"
❌ "Better results"
✅ "Reduced processing time from 4 hours to 45 minutes (81% decrease)"
✅ "Increased conversion rate from 2.1% to 5.8% (176% improvement)"
✅ "Saved $240,000 annually in operational costs"
Metric Categories
| Category | Examples |
|---|
| Time | Hours saved, time-to-completion, deployment speed |
| Money | Revenue increase, cost reduction, ROI |
| Efficiency | Throughput, error rate, automation rate |
| Growth | Users gained, market expansion, feature adoption |
| Satisfaction | NPS change, retention rate, support tickets reduced |
Data Visualization
belt app run infsh/python-executor --input '{
"code": "import matplotlib.pyplot as plt\nimport matplotlib\nmatplotlib.use(\"Agg\")\n\ncategories = [\"Processing Time\", \"Error Rate\", \"Cost per Order\"]\nbefore = [4, 12, 8.50]\nafter = [0.75, 1.5, 2.10]\n\nfig, ax = plt.subplots(figsize=(10, 6))\nx = range(len(categories))\nwidth = 0.35\nax.bar([i - width/2 for i in x], before, width, label=\"Before\", color=\"#ef4444\")\nax.bar([i + width/2 for i in x], after, width, label=\"After\", color=\"#22c55e\")\nax.set_ylabel(\"Value\")\nax.set_xticks(x)\nax.set_xticklabels(categories)\nax.legend()\nax.set_title(\"Impact of Implementation\")\nplt.tight_layout()\nplt.savefig(\"results-chart.png\", dpi=150)\nprint(\"Chart saved\")"
}'
Customer Quotes
What Makes a Good Quote
❌ "We love the product." (vague, could be about anything)
❌ "It's great." (meaningless)
✅ "We went from processing 50 orders a day to 200, without adding a single person to the team."
— Sarah Chen, VP Operations, Acme Corp
✅ "Before [Product], our team dreaded Monday mornings because of the report backlog.
Now it's automated and they can focus on actual analysis."
— Marcus Rodriguez, Head of Analytics, DataCo
Quote Placement
- 1 quote in the Challenge section — about the frustration/pain
- 1-2 quotes in the Results section — about the outcome/transformation
- Always attribute: full name, title, company
Quote Formatting
> "We went from processing 50 orders a day to 200, without adding anyone to the team."
>
> — Sarah Chen, VP Operations, Acme Corp
Research Support
Finding Industry Context
belt app run tavily/search-assistant --input '{
"query": "average e-commerce order processing time industry benchmark 2024"
}'
belt app run exa/search --input '{
"query": "order management automation solutions market overview"
}'
belt app run exa/answer --input '{
"question": "What percentage of e-commerce businesses still use manual order processing?"
}'
Distribution Formats
| Format | Where | Notes |
|---|
| Web page | /customers/ or /case-studies/ | Full version, SEO-optimized |
| PDF | Sales team, email attachment | Designed, downloadable, gated optional |
| Slide deck | Sales calls, presentations | 5-8 slides, visual-heavy |
| One-pager | Trade shows, quick reference | Snapshot + key metrics + quote |
| Social post | LinkedIn, Twitter | Key stat + quote + link to full |
| Video | Website, YouTube | Customer interview or animated |
Social Media Snippet
Headline stat + brief context + customer quote + CTA
Example:
"60% faster order processing.
Acme Corp was drowning in manual fulfillment. 4 hours per batch. 12% error rate.
After implementing [Product]: 45 minutes per batch. 1.5% errors.
'We went from 50 orders a day to 200 without adding headcount.' — Sarah Chen, VP Ops
Read the full story → [link]"
Writing Checklist
Common Mistakes
| Mistake | Problem | Fix |
|---|
| No specific numbers | Reads like marketing fluff | Quantify everything |
| All about your product | Reads like a sales pitch | Story is about the CUSTOMER |
| Generic quotes | No credibility | Get specific, attributed quotes |
| Missing the "before" | No contrast to show impact | Always show the starting point |
| Too long | Loses reader attention | 800-1200 words max |
| No customer approval | Legal/relationship risk | Always get sign-off |
Related Skills
npx skills add inference-sh/skills@web-search
npx skills add inference-sh/skills@prompt-engineering
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