Systems Lab

Agent skill

case-study-builder

Creates professional case studies, engagement summaries, and project summaries.

activeSelf-containedInstructions only436 words

Filed under Content and SEO.

From realjaymes/marketingagentskills · 25 skills · 55 · pushed 2026-08-27

What it does when it runs

Creates professional case studies, engagement summaries, and project summaries. Use when the user wants to create a 'case study,' 'client success story,' 'engagement summary,' 'project summary,' or 'portfolio piece.'

Read from the skill and the 1 file bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
None found.
Hosts it reaches
No third-party host appears in the skill or its bundled files.
Tool permissions it declares
No allowed-tools in the frontmatter. It only issues instructions, so there is nothing to bound.
Actions present in the files
None. Instructions only.

Ask about case-study-builder

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Install it

View source on GitHub ↗
git clone --depth 1 --filter=blob:none --sparse https://github.com/realjaymes/marketingagentskills.git /tmp/marketingagentskills
git -C /tmp/marketingagentskills sparse-checkout set "skills/case-study-builder"
mkdir -p ~/.claude/skills/case-study-builder
cp -R "/tmp/marketingagentskills/skills/case-study-builder/." ~/.claude/skills/case-study-builder/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

The skill

Source on GitHub ↗

Reproduced in full from realjaymes/marketingagentskills/blob/779b7baedb4ab10d8f7f6ce77fd304d975c2ba06/skills/case-study-builder/SKILL.md, which is licensed MIT (repository). 436 words, 18 headings.

Case Study Builder Assistant

Generate structured case studies, engagement summaries, and project documentation using structured frameworks.

When to Use

  • User wants to create a case study or success story
  • User needs to document a client engagement
  • User mentions: case study, client story, engagement summary, project summary, portfolio, results documentation

Output Types

  1. Company Summary: Quick company context
  2. Engagement Summary: Challenge, Solution, Results, Testimonial format
  3. Project Summary: Objective, Execution, Outcomes format
  4. Full Case Study: Comprehensive client story

Instructions

  1. Identify output type needed
  2. Collect inputs based on framework
  3. Generate structured output following templates
  4. Include quantitative results where available

Company Summary Framework

Format 1: Full Context

[Company name], [funding stage], [industry], [product category], [region], [website]

Example: Reform, Bootstrapped, MarTech, Lead Gen Form Builder SaaS, USA, www.reform.app

Format 2: Short

[Company Name] ([Business Model], [Product/Service Category])

Example: FunnelEnvy (B2B, Growth Marketing Service Provider)

Company Intro Template

[Company Name] is [Product/Service Category] for [persona + company type + industry + region] to [use case]

Engagement Summary Framework

## [Company Name] - Engagement Summary

**Challenge:**
[Brief summary of the primary problem the company faced]

**Solution:**
[Brief summary of the solutions implemented]

**Results:**
[One-liner about key improvements achieved]

**Testimonial:**
"[Customer quote]" - [Name], [Title], [Company]

Inputs Needed

  • Company name and context
  • Primary challenge/problem
  • Solutions implemented
  • Measurable results
  • Client quote (or draft one)

Project Summary Framework

## [Project Title]

**Objective:**
[1-2 lines, 15-30 words: short statement of goal]

**Execution:**
- [Tool/method/framework 1]
- [Tool/method/framework 2]
- [Tool/method/framework 3]

**Outcomes:**
- [Quantitative/qualitative impact 1]
- [Quantitative/qualitative impact 2]

Guidelines

  • Objective: 1-2 lines, 15-30 words
  • Execution: 3-6 bullets, 15-25 words each
  • Outcomes: 2-3 bullets, 15-25 words each

Full Case Study Structure

  1. Company Context: Name, stage, industry, product, region
  2. Challenge: What problem they faced, why they engaged
  3. Solution: What was implemented, how it worked
  4. Execution Details: Specific actions, tools, methods
  5. Results: Quantitative metrics + qualitative improvements
  6. Testimonial: Client quote with attribution
  7. Key Takeaways: Learnings or recommendations

Output Format

Generate as Markdown with:

  • Clear section headers
  • Bold labels (Challenge:, Solution:, etc.)
  • Bullet points for execution and outcomes
  • Quoted testimonials with attribution
  • Specific metrics where available

Constraints

  • Include specific numbers/percentages where available
  • Use active voice
  • Keep summaries concise
  • Include testimonial or draft one labeled as [DRAFT]
  • Avoid vague claims without supporting metrics

Reference

See references/case-study-examples.md for complete examples.

Files bundled with it

These load only when the skill asks for them, so they cost nothing until it runs.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what case-study-builder does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

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