Guide

Case study template

Nothing sells like a customer who already succeeded. The case study template tells that story in the shape buyers trust: the challenge, what you did, and the measurable results.

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What Magnus asks for

The client, the challenge or problem, the solution delivered, and the results or metrics. All optional - blanks stay [placeholders].

Generate it in four clicks

  1. Open FILES from the top navigation and switch to the TEMPLATES tab.
  2. Click the Case study card - a short form opens listing the details Magnus can use.
  3. Describe the before, the work, and the after - numbers beat adjectives.
  4. Click Generate. The draft lands in FILES, ready to edit or export as PDF, DOCX, or Markdown.

Tips

  • One real metric ('support tickets down 40%') outweighs a page of praise.
  • Get the client's sign-off before publishing their name and numbers.
  • Reuse the results section in the Company one-pager and Pitch deck templates.