Case Studies

Case Studies Skill

When to Use

• Sales needs tailored proof points for a segment or persona.
• Marketing is launching a campaign that requires social proof.
• Customer success wants standardized win-story format.

Framework

1. Story Framework (CHIC) – Challenge → Hypothesis → Implementation → Change (results).
2. Data Gathering – collect metrics (time saved, revenue lift), qualitative quotes, before/after workflows.
3. Narrative Structure – exec summary, customer background, stakes, solution, outcomes, CTA.
4. Format Variations – PDF, one-pager, slide deck, video script, micro social posts.
5. Enablement Package – key stats table, objection responses, industry tags.

Templates

• Narrative brief outlining each CHIC section with quote/data placeholders.