Marketing Content Case Study

Case Study Generation

Draft pipeline for a content idea of type case_study.

When to Use

• Idea with content_type: case_study
• Buying stage must be decision or vendor only

Prerequisites

• Valid content idea (stage check)
• Firm/service/ICP/persona context
• Current agent/LLM session
• Optional: Exa reference notes via tool-exa for quality benchmarks
• Real client proof before drafting if the idea uses placeholder proof

Prompt layering

1. Base writer
2. Quality layer
3. Case study format layer → references/format-requirements.md

Follow the shared draft gate and writing quality rules in docs/content-generation.md.

Proof gate

If proof_source says needs real client proof before draft, or the title contains [Client], stop. Ask for real client facts before writing:

• client name or approved anonymized label
• starting situation and business problem
• service delivered and timeline
• 2–3 real metrics, before/after facts, or qualitative outcomes
• approved quote or explicit note that no quote is available

Do not invent metrics, quote, client name, industry, timeline, or result.

PASTOR structure (required)

• P Problem — client challenge with context
• A Amplify — consequences (revenue, team, risk)
• S Solution — your process/approach
• T Transformation — results with metrics (%, $, time)
• O Offer — how reader gets similar results
• R Response — clear CTA

Must include

• 2–3 quantifiable metrics when real metrics are available; otherwise use verified

qualitative outcomes and state proof limits plainly

• At least 1 client quote only when supplied or approved
• Before vs after comparison
• Timeline of engagement

Research

Optional Exa: 5 reference case studies/articles on topic for quality benchmark (do not copy).

Output

workspace/marketing/content/drafts/case-studies/{slug}.md — Markdown

Headline pattern: "[Client Result] in [Timeframe]" or "How [Client] Achieved [Result]"

Frontmatter: idea, content_type, buying_stage, service, icp, persona, generated_at. Run scripts/validate-content-draft.sh {output} and update the idea to status: generated after the draft validates.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: b2bforce
• Source: b2bforce/b2bforce
• License: MIT
• Homepage: https://www.b2bforce.ai/

Install and usage instructions live in the source repository linked above.