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Use when creating client case studies for marketing, sales collateral, or social proof. Generates long-form, one-pager, and social media formats from a single research pass using the Challenge, Strategy, Results framework.
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SOC 職業分類に基づく
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| name | juma-case-study |
| description | Use when creating client case studies for marketing, sales collateral, or social proof. Generates long-form, one-pager, and social media formats from a single research pass using the Challenge, Strategy, Results framework. |
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.
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.
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.
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.
See social-snippets-template.md for the complete LinkedIn post, Twitter/X thread (5-7 tweets), and Instagram carousel (8-10 slides) templates.
See testimonial-request-email.md for the complete client testimonial request email template with question prompts and sending tips.
- **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)
- **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]