Professional Case Study Builder

Case Study Builder Assistant

by realjaymes · MIT license · ★ 65 on GitHub · v1.0.0

Case Study Builder Assistant cover

Creates professional case studies, engagement summaries, and project summaries.

---
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

Overview

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

What you get

  • Company SummaryQuick company context
  • Engagement SummaryChallenge, Solution, Results, Testimonial format
  • Project SummaryObjective, Execution, Outcomes format
  • Full Case StudyComprehensive client story
Manual install (npx, ZIP)
Claude Codenpx skills add realjaymes/marketingagentskills --skill case-study-builder -g -a claude-code
Claude Code (degit)npx degit realjaymes/marketingagentskills/skills/case-study-builder#main ~/.claude/skills/case-study-builder-2
Claude.ai / desktopZip the folder and upload it under Settings → Capabilities → Skills.
Codex, Cursor, other agentsPoint them at SKILL.md. The other files are plain text.

Connects with Agent Alley MCP · agentalley.io/mcp

Files included

  • SKILL.md3.5 KB
Read SKILL.md here
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SKILL.md
Show the full text130 lines

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

## [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

## [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.

1---
2name: case-study-builder
3version: "1.0.0"
4description: "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.'"
5---
6 
7# Case Study Builder Assistant
8 
9Generate structured case studies, engagement summaries, and project documentation using structured frameworks.
10 
11## When to Use
12 
13- User wants to create a case study or success story
14- User needs to document a client engagement
15- User mentions: case study, client story, engagement summary, project summary, portfolio, results documentation
16 
17## Output Types
18 
191. **Company Summary**: Quick company context
202. **Engagement Summary**: Challenge, Solution, Results, Testimonial format
213. **Project Summary**: Objective, Execution, Outcomes format
224. **Full Case Study**: Comprehensive client story
23 
24## Instructions
25 
261. **Identify output type** needed
272. **Collect inputs** based on framework
283. **Generate structured output** following templates
294. **Include quantitative results** where available
30 
31## Company Summary Framework
32 
33### Format 1: Full Context
34```
35[Company name], [funding stage], [industry], [product category], [region], [website]
36```
37 
38Example: Reform, Bootstrapped, MarTech, Lead Gen Form Builder SaaS, USA, www.reform.app
39 
40### Format 2: Short
41```
42[Company Name] ([Business Model], [Product/Service Category])
43```
44 
45Example: FunnelEnvy (B2B, Growth Marketing Service Provider)
46 
47### Company Intro Template
48```
49[Company Name] is [Product/Service Category] for [persona + company type + industry + region] to [use case]
50```
51 
52## Engagement Summary Framework
53 
54```markdown
55## [Company Name] - Engagement Summary
56 
57**Challenge:**
58[Brief summary of the primary problem the company faced]
59 
60**Solution:**
61[Brief summary of the solutions implemented]
62 
63**Results:**
64[One-liner about key improvements achieved]
65 
66**Testimonial:**
67"[Customer quote]" - [Name], [Title], [Company]
68```
69 
70### Inputs Needed
71- Company name and context
72- Primary challenge/problem
73- Solutions implemented
74- Measurable results
75- Client quote (or draft one)
76 
77## Project Summary Framework
78 
79```markdown
80## [Project Title]
81 
82**Objective:**
83[1-2 lines, 15-30 words: short statement of goal]
84 
85**Execution:**
86- [Tool/method/framework 1]
87- [Tool/method/framework 2]
88- [Tool/method/framework 3]
89 
90**Outcomes:**
91- [Quantitative/qualitative impact 1]
92- [Quantitative/qualitative impact 2]
93```
94 
95### Guidelines
96- Objective: 1-2 lines, 15-30 words
97- Execution: 3-6 bullets, 15-25 words each
98- Outcomes: 2-3 bullets, 15-25 words each
99 
100## Full Case Study Structure
101 
1021. **Company Context**: Name, stage, industry, product, region
1032. **Challenge**: What problem they faced, why they engaged
1043. **Solution**: What was implemented, how it worked
1054. **Execution Details**: Specific actions, tools, methods
1065. **Results**: Quantitative metrics + qualitative improvements
1076. **Testimonial**: Client quote with attribution
1087. **Key Takeaways**: Learnings or recommendations
109 
110## Output Format
111 
112Generate as Markdown with:
113- Clear section headers
114- Bold labels (Challenge:, Solution:, etc.)
115- Bullet points for execution and outcomes
116- Quoted testimonials with attribution
117- Specific metrics where available
118 
119## Constraints
120 
121- Include specific numbers/percentages where available
122- Use active voice
123- Keep summaries concise
124- Include testimonial or draft one labeled as [DRAFT]
125- Avoid vague claims without supporting metrics
126 
127## Reference
128 
129See `references/case-study-examples.md` for complete examples.
130 
View all files on GitHub →

Details

Version
1.0.0
License
MIT
Stars on the repo
★ 65
Checked
Source
realjaymes/marketingagentskills ↗
Creator
realjaymes · 21 listings
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