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---
name: case-studies
description: Use when creating customer stories that prove ROI, highlight use cases, and equip sales with proof.
---
# 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.
- Multi-format layout kit (PDF, one-pager, slide deck) sharing headline + proof modules.
- Enablement bundle: stats table, objection matrix, industry filter tags.
## Tips
- Secure approvals early—share outlines with customers/legal before writing.
- Lead with outcomes; move background into sidebars to keep attention.
- Build a modular proof library so stats auto-populate future case studies.
- Produce derivative social tiles or short videos alongside the long-form asset.
## Checklist
- At least 2 hard metrics and 1 qualitative quote.
- Visual timeline or architecture diagram.
- CTA customized per campaign (demo, workshop, download).
- Approvals from customer + legal.
---