Case Study Wizard
Step 1 The Basics
Who is the Customer?
Just the name

Enter the full brand or company name as you want it to appear in the header.

What is the Project Title?
Make it descriptive

Avoid internal codes. Use something action-oriented if possible.

The "Hook" (Summary)
Writing Tip (Short is fine!)

Just give us bullet points. Our Smart Builder will expand this later. What are the key wins?

Show Example
- Apex Precision needed to reduce material scrap
- Installed vision QC system
- Saved £40k annually
Describe the Organisation & Context
Writing Tip

Who are they? What do they make? Any recent triggers? Bullet points are okay.

Show Example
- Tier-1 automotive supplier
- West Midlands based
- Moving to EV components
Why They Chose You
Writing Tip

Beyond price, why you? Specific expertise? Flexibility?

Show Example
- Experience with Siemens PLCs
- We agreed to overnight installation
Pain Points & Root Causes
Writing Tip

What broke? Root cause? Business impact?

Show Example
- Frequent assembly line stops
- Cause: Ageing pneumatic controls
- Impact: 15% drop in output
The Strategy & Execution
Writing Tip

What did you build/install? Any custom work?

Show Example
- Automated vision QC system
- Custom brackets for limited space
Implementation & Lessons Learned
Writing Tip

How long did it take? Any hurdles you overcame?

Show Example
- 12 weeks
- Hurdle: Calibration drift
- Fix: Custom sensor mount
Hard Numbers & ROI
Most Important Section!

Bullet points of hard numbers. Revenue? Savings? Efficiency?

Show Example
- +18% OEE
- 12% reduced scrap
- £45k energy savings
Operational Improvements
Writing Tip

How is daily life better for the team?

Show Example
- 2 hours less manual reporting
- Reduced fatigue for supervisors
What's Next?
Writing Tip

Future phases? New sites?

Show Example
- Rolling out to 3 other sites in UK/Germany
Customer Testimonial
Direct Quote

Paste a quote from a key stakeholder.

Show Example
"“The project was delivered on time and the ROI was evident.”"
Visual References
📎
Action Item

Ensure you have gathered as many relevant visual references as you can (images, graphics, etc.) to support your final published case study.

Case Study Generated!

Your answers have been expanded into a case study using our Smart Builder.

Writing your case study with Gemini AI...

Turn Your Success Stories into Powerful Marketing Assets in Minutes.

Creating compelling case studies is often the biggest bottleneck in B2B marketing. You have the results, but finding the time to structure the narrative, draft the content, and polish the details can take weeks.

We built the Case Study Builder to solve this.

This interactive tool guides you through a simple, structured interview process about your recent customer success. Instead of staring at a blank page, you simply answer a series of strategic prompts with bullet points. Our integrated Smart Builder then instantly expands your notes into a professional, persuasive, and fully formatted case study, ready for your marketing team to use.

Why Use the Smart Builder?

How it works

  1. Launch the Wizard: Click below to start the step-by-step interview.
  2. Input Key Facts: Answer the prompts with short, simple bullet points.
  3. Instant Generation: Click “Generate” and watch as your notes are transformed into a case study.
  4. Copy & Publish: Copy the finished text directly into your website or proposal documents.

Frequently Asked Questions

Who is this tool for?
Do I need to write full paragraphs?
What kind of results should I include?
Can I edit the result?
Is my data secure?

Ready to Turn Success into Strategy?

You’re just one step away from transforming your raw customer success data into a compelling, professional case study. We’ve covered everything from the initial challenge to the impressive results, all without the headache of starting from a blank page.

Before you dive into building your next case study, here’s a quick checklist to ensure you have everything you need: