Customer Case Study Builder

Estimated time: 20-30 minutes

This workflow turns a customer story into a proof-anchored case study and three platform derivatives. It captures the brief, infers a narrative arc, drafts the story, humanizes it to the author's voice, and fans it out to email, LinkedIn, and an X-thread. Review gates sit at the draft and the final bundle.

The strongest case studies carry a number, a timeframe, and a specific "before" state. Push for all three early; without them the proof feels fuzzy.

By the end you will have: a confirmed brief, a narrative arc, a humanized long-form case study, and three voice-aligned derivatives.

When to Use

• User wants to turn a customer result into a case study
• User has a call transcript or notes and wants a structured story
• User wants case-study derivatives for email and social

Workflow Steps

Step 1: Capture the Customer Brief (uses: content-case-study)

Ask the user for the customer name (or "anonymous customer"), what they achieved as a specific result with numbers, and how long it took. Invite them to paste any call transcript or notes. Press for a number, a timeframe, and a concrete "before" state, since those three anchor the proof.

• Input: customer name, result with numbers, timeframe, optional transcript
• Output: confirmed customer brief
• Key focus: number plus timeframe plus a specific before state

Step 2: Infer the Narrative Arc (uses: content-case-study)

From the brief, infer the narrative arc following Problem, Misadventures, Mechanism, Transformation. State the inferred arc and your reasoning, then let the user adjust it if the real story has a different shape.

• Input: customer brief from Step 1
• Output: narrative arc with reasoning
• Key focus: a story shape the user confirms

Step 3: Draft the Case Study (uses: content-case-study)