case-study-builder

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Creates professional case studies, engagement summaries, and project summaries. Use when the user wants to create a 'case study,' 'client success story,' 'engagement summary,' 'project summary,' or 'portfolio piece.'

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# Case Study Examples

## Engagement Summary Examples

### FunnelEnvy - Engagement Summary

**Challenge:**
FunnelEnvy needed someone to manage their Growth, GTM, and Demand Gen projects to generate qualified leads for their services. They also required a Product Marketing Manager to oversee Reform's PLG and product marketing initiatives post-acquisition, driving its repositioning and using Reform as a strategic lead acquisition tool for FunnelEnvy's broader Revenue Funnel Optimization services.

**Solution:**
I implemented structured demand gen campaigns, an experimentation framework, and multi-brand measurement systems, while managing Reform's PLG funnel, repositioning, lifecycle automation, and GTM & product launches to align both brands strategically.

**Results:**
I achieved a consistent flow of qualified enterprise leads, stronger market positioning for FunnelEnvy, and improved Reform's trial adoption, paid conversions, and role as a pipeline driver.

**Testimonial:**
"James brought clarity and execution to our growth and product marketing efforts, helping FunnelEnvy and Reform scale pipeline impact post-acquisition. His MIA newsletter was also the perfect platform to introduce Reform to non-technical growth marketers and gather valuable product feedback." - Arun Sivashankaran, CEO, FunnelEnvy

---

### Reform - Engagement Summary

**Challenge:**
Reform engaged my services after being acquired by FunnelEnvy, needing repositioning from a general-purpose form builder to a conversion-focused product, with stronger PLG, GTM & product launches, and lifecycle marketing systems.

**Solution:**
I redefined its positioning, developed new landing pages, built a PLG funnel with improved free trials and lifecycle automation, led email migration from Userlist to Brevo, and ran acquisition experiments across SEO, integrations and partnerships.

**Results:**
I achieved increased trial-to-paid conversions, 30-100x faster content velocity, stronger domain authority, and a competitive position as the leading conversion-focused form builder.

**Testimonial:**
"James played a critical role in Reform's repositioning and GTM execution, accelerating adoption while strengthening its role as a strategic growth driver for FunnelEnvy." - Arun Sivashankaran, CEO, Reform

---

## Project Summary Examples

### Reform PLG

**Objective:**
Strengthen PLG funnel to drive trial adoption, user activation, and premium conversions.

**Execution:**
- Improved onboarding flows for free trial users
- Launched Pro Plan Free Trial to encourage upgrades
- Migrated lifecycle email platform from Userlist to Brevo
- Defined PLG metrics for product and marketing success
- Designed nurture campaigns and lifecycle flows

**Outcomes:**
- 34% increase in trial activation and upgrade conversions
- Established scalable PLG engine that qualified users for FunnelEnvy services

---

## Company Summary Examples

### Full Context Format

**Company Name:** Reform
**Funding Stage:** Bootstrapped
**Industry:** MarTech
**Product Category:** Lead Gen Form Builder SaaS
**Region:** USA, North America
**Website:** www.reform.app

### Short Format

FunnelEnvy (B2B, Growth Marketing Service Provider)
Reform (SaaS, Lead Conversion Form Builder App)

### Company Intro Format

FunnelEnvy is a Revenue Funnel Optimization agency for demand generation marketers at B2B SaaS and technology companies in the US & Europe to accelerate pipeline velocity and revenue growth.

Reform is a conversion-focused form builder SaaS for non-technical growth marketers in B2B and B2C lead-generation organizations to deploy multi-step, interactive forms that maximize lead quality and quantity.

### Recent Context Addition

Reform was acquired by FunnelEnvy in 2023, and was repositioned and remodeled from an easy-to-use, no-code general-purpose form builder to focus on lead conversion use cases, aiming to improve form conversion rates while minimizing low-quality responses and spam.

---
name: case-study-builder
version: "1.0.0"
description: "Creates professional case studies, engagement summaries, and project summaries. Use when the user wants to create a 'case study,' 'client success story,' 'engagement summary,' 'project summary,' or 'portfolio piece.'"
---

# Case Study Builder Assistant

Generate structured case studies, engagement summaries, and project documentation using structured frameworks.

## When to Use

- User wants to create a case study or success story
- User needs to document a client engagement
- User mentions: case study, client story, engagement summary, project summary, portfolio, results documentation

## Output Types

1. **Company Summary**: Quick company context
2. **Engagement Summary**: Challenge, Solution, Results, Testimonial format
3. **Project Summary**: Objective, Execution, Outcomes format
4. **Full Case Study**: Comprehensive client story

## Instructions

1. **Identify output type** needed
2. **Collect inputs** based on framework
3. **Generate structured output** following templates
4. **Include quantitative results** where available

## Company Summary Framework

### Format 1: Full Context
```
[Company name], [funding stage], [industry], [product category], [region], [website]
```

Example: Reform, Bootstrapped, MarTech, Lead Gen Form Builder SaaS, USA, www.reform.app

### Format 2: Short
```
[Company Name] ([Business Model], [Product/Service Category])
```

Example: FunnelEnvy (B2B, Growth Marketing Service Provider)

### Company Intro Template
```
[Company Name] is [Product/Service Category] for [persona + company type + industry + region] to [use case]
```

## Engagement Summary Framework

```markdown
## [Company Name] - Engagement Summary

**Challenge:**
[Brief summary of the primary problem the company faced]

**Solution:**
[Brief summary of the solutions implemented]

**Results:**
[One-liner about key improvements achieved]

**Testimonial:**
"[Customer quote]" - [Name], [Title], [Company]
```

### Inputs Needed
- Company name and context
- Primary challenge/problem
- Solutions implemented
- Measurable results
- Client quote (or draft one)

## Project Summary Framework

```markdown
## [Project Title]

**Objective:**
[1-2 lines, 15-30 words: short statement of goal]

**Execution:**
- [Tool/method/framework 1]
- [Tool/method/framework 2]
- [Tool/method/framework 3]

**Outcomes:**
- [Quantitative/qualitative impact 1]
- [Quantitative/qualitative impact 2]
```

### Guidelines
- Objective: 1-2 lines, 15-30 words
- Execution: 3-6 bullets, 15-25 words each
- Outcomes: 2-3 bullets, 15-25 words each

## Full Case Study Structure

1. **Company Context**: Name, stage, industry, product, region
2. **Challenge**: What problem they faced, why they engaged
3. **Solution**: What was implemented, how it worked
4. **Execution Details**: Specific actions, tools, methods
5. **Results**: Quantitative metrics + qualitative improvements
6. **Testimonial**: Client quote with attribution
7. **Key Takeaways**: Learnings or recommendations

## Output Format

Generate as Markdown with:
- Clear section headers
- Bold labels (Challenge:, Solution:, etc.)
- Bullet points for execution and outcomes
- Quoted testimonials with attribution
- Specific metrics where available

## Constraints

- Include specific numbers/percentages where available
- Use active voice
- Keep summaries concise
- Include testimonial or draft one labeled as [DRAFT]
- Avoid vague claims without supporting metrics

## Reference

See `references/case-study-examples.md` for complete examples.