# Case Study Builder

> Run an end-to-end case study pipeline — interview questions → story extraction → publish-ready case study with metrics and quotes. Use when the user says "write a case study", "turn this customer into a case study", "interview customer X for a story", or is building proof assets.

- **Type:** Skill
- **Install:** `agentstack add skill-rfstudioco-agentic-growth-team-case-study-builder`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [rfstudioco](https://agentstack.voostack.com/s/rfstudioco)
- **Installs:** 0
- **Category:** [Data & Analytics](https://agentstack.voostack.com/c/data-and-analytics)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [rfstudioco](https://github.com/rfstudioco)
- **Source:** https://github.com/rfstudioco/agentic_growth_team/tree/main/agents/referral/case-study-builder
- **Website:** https://rfstudio.co

## Install

```sh
agentstack add skill-rfstudioco-agentic-growth-team-case-study-builder
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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](https://github.com/rfstudioco)
- **Source:** [rfstudioco/agentic_growth_team](https://github.com/rfstudioco/agentic_growth_team)
- **License:** MIT
- **Homepage:** https://rfstudio.co

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-rfstudioco-agentic-growth-team-case-study-builder
- Seller: https://agentstack.voostack.com/s/rfstudioco
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.
