Case Study Builder

Case Study Builder (Referral Squad)

Converts a happy customer into a published case study without the usual fluff. Opinionated format.

Triggers

• "write a case study"
• "turn customer X into a case study"
• "interview our customer for a story"
• "proof asset for "

Inputs required

1. Customer name + contact
2. What they bought / how they use the product
3. Rough outcome — any metrics they've shared (even anecdotal)
4. Interview transcript OR permission to generate interview questions first
5. Target audience — which ICP segment is this case study for

Process

Step 1 — Pre-interview: generate the interview guide

If no transcript yet, produce a 30-minute interview guide following this spine:

1. Before — what was life like before our product? (pain)
2. Trigger — what made you start looking? (event)
3. Evaluation — what did you consider? (alternatives)
4. Adoption — how did you roll it out? (process)
5. Outcome — what changed? (result — push for numbers)
6. Future — what's next? (aspiration)

Include specific follow-up prompts under each:

• "Can you quantify that?"
• "What would have happened if you hadn't solved this?"
• "What's a concrete moment that sticks out?"

Step 2 — Post-interview: extract the story

From the transcript, pull:

• 3 numbers — real metrics with context (e.g., "cut onboarding from 2 weeks to 3 days")
• 3 quotes — verbatim, emotional, specific (no "it's been a game-changer")
• 1 scene — a concrete moment that anchors the whole story
• 1 risk — what they were afraid of that didn't happen

If you can't find all of these, the case study isn't ready — flag it and suggest a second interview.

Step 3 — Draft the case study

Use this opinionated structure:

Headline          — outcome-focused, specific number if possible
Subhead           — who they are, one line
The problem       — 2 paragraphs, pain + trigger
The alternative   — what they tried before or considered
The solution      — how they use the product (specific workflow)
The results       — 3 numbers, in a row, with context
Quote             — their strongest pull quote, big and pulled out
What's next       — 1 paragraph, forward-looking
CTA               — "book a demo / start free / talk to sales"

Rules:

• Lead with outcome, not "meet "
• Avoid corporate-speak ("leverage", "synergy", "empower")
• One quote per section max
• Always link to ICP — "if you're a , this is you"

Step 4 — Approval loop

Produce a draft + a bulleted list of:

• Facts to confirm
• Quotes to approve verbatim
• Numbers that need written permission

Send to customer for review before publishing.

Step 5 — Package for distribution

Produce three versions:

• Long — web page (markdown / HTML)
• Short — 500 words for email + PDF
• Snippets — 3 pull quotes + 3 numbers formatted for paid ads (hand to Paid Ads Generator)

Output artifacts

• case-study-.md (long)
• case-study--short.md (email / PDF)
• case-study--snippets.md (ads, landing page, social)

Handoff

• Snippets → Paid Ads Generator + Landing Page Optimizer
• Customer outreach → Advocate Identifier (are they open to reference calls?)
• Published → Performance Reporter (track the asset's impact)

Example call

> "Write a case study on Acme Co. They moved from Salesforce to us 6 months ago. Champion is Jane, VP Sales. I have a 45-min call transcript attached. Target audience: mid-market RevOps leaders."

Source & license

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

• Author: rfstudioco
• Source: rfstudioco/agenticgrowth_team
• License: MIT
• Homepage: https://rfstudio.co

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