Case study: one client's problem, told with the numbers

One client's problem, what you did and what changed, with numbers a prospect can check.

Live example

The example: Fewer broken parcels for Slipstone Pottery Supply

Problem, findings, three changes, costs shown

Fewer broken parcels for Slipstone Pottery Supply

Open the exampleThe names and numbers are made up.

What to notice

  • The headline is the result in plain words: one parcel in fourteen arrived broken, now it's one in fifty.
  • Fig. 1 sorts all 691 damage claims by what broke, and its four rows add up to the total.
  • A section called "What it didn't fix" says bisque ware still drew 88 claims and packing a glaze order got 25 seconds slower.

The prompt that starts one like it

Write a case study as a single HTML page about our work for [client], for prospects to read. Here are my notes: [the problem in their words, what we found, what we changed, before and after numbers, a quote they've approved]. Tell it in order, as a story. Put the main result in the headline, show the evidence in simple charts or tables with the sums visible, include what didn't improve, and end with one next step. It should read well on a phone. Then publish it on sharable.link.

A prospect opens a case study to find out whether you've fixed a problem like theirs and whether your numbers hold up. The example here answers with a story: a pottery supplier whose parcels kept arriving broken, what the damage claims showed, what changed and what it cost. It's invented. Yours needs a real client who has agreed to every figure.

Who it's for

Consultancies, agencies and freelancers whose work is hard to judge from outside. You send it after a first call or link it from a proposal. The reader has a similar problem, and will skim the headline, test one number and decide whether to write back.

Hold off if the results aren't in. A case study with no after-numbers is a testimonial.

What a good one contains

  • A headline that is the result. "One parcel in fourteen arrived broken. Now it's one in fifty." A prospect with the same trouble recognizes it.
  • The problem in the client's terms. 691 damage claims in a quarter at $41 each, and an owner who starts Monday with photos of broken jars.
  • What you found, including what you ruled out. The client blamed the carrier. The sample shows both carriers near 7% and the real pattern in a table: 304 claims were glaze jars, most packed seven or more to a box.
  • What you did, as a short list. Three numbered changes, a sentence or two each. Method is what a prospect is buying.
  • Results with the sums showing. A five-line ledger: claims fell from $28,331 to $8,323 a quarter, the new packaging costs $3,451, and the net is $16,557. Printing what the fix costs makes the saving believable.
  • A quote that sounds like a person. "I was sure it was the carrier" beats praise, because the client admits where she started.
  • What didn't improve. Bisque ware still drew 88 claims, and packing got slower. The wins are easier to trust after this.
  • One next step. The sample offers a free hour on the prospect's own damage claims.

Before it goes public

Send the client the finished page before anyone else sees it, and ask them to check every number, the quote and how their business is described. Their competitors can open the link too, so offer to round figures they'd rather not publish.

Pick one comparison and keep it fair. The sample sets the three months before the work against three months after things settled, and charts the months in between.

The sample prints its own $9,000 fee because payback in about seven weeks is part of the argument. Leave yours out if your pricing varies by client.

How to send it

As an open link. A case study is sales material, and it works when prospects pass it along. Anyone can read an open link, so get the client's sign-off on every figure first.

Every page you publish gets one link that opens in any browser. You choose who can open it: anyone with the link, anyone with the password, or only the people and company domains you name, who sign in with Google or Microsoft. Change the page later and the link stays the same.

Make yours in Claude

Add the connector once, then publish from any Claude conversation and get a link to send.

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More in client work

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  • Marketing report: The month's spend, results and recommendations, as a dashboard your client can open in any browser.
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  • Statement of work: The scope, deliverables, dates and fees for one job, written down before the work starts.
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