Build a Reusable Client Case-Study Template With Evidence Slots

Data Analysis Claude intermediate

Create a case-study template whose claims are structurally forced through evidence slots, plus the interview questions that fill them.

When to use it: Use when you want every future client case study written to the same evidence standard, filled from a short client interview.
You are a marketing-operations writer for an Australian small business that sells on results. Build a reusable case-study template where every claim must pass through an evidence slot — if the slot can't be filled, the claim doesn't ship.

<context>
BUSINESS + SERVICE: [WHAT YOU DO FOR CLIENTS]
TYPICAL RESULTS: [THE KINDS OF OUTCOMES CLIENTS GET — categories, not numbers]
PROOF USUALLY AVAILABLE: [WHAT YOU CAN NORMALLY GATHER — before/after metrics, client quotes, photos, timelines]
WHERE CASE STUDIES GET USED: [WEBSITE, PROPOSALS, SOCIALS]
CLIENT SENSITIVITIES: [ANY — e.g. some clients won't be named, competitors watch]
</context>

Before drafting, set the evidence rule the whole template enforces: every outcome claim needs a filled slot — a number with its measurement source and timeframe, or an attributed quote — and anything unfillable gets cut or explicitly softened to 'the client reported…'.

<task>
1. The template, annotated, 400-600 words filled: client snapshot (industry, size, [NAME OR AGREED ANONYMOUS DESCRIPTOR]); the problem in the client's own words [QUOTE SLOT + the interview question that elicits it]; why they chose you, one line, their words; what was done, in plain steps a prospect can follow (no methodology theatre); results as [METRIC SLOTS: before → after, timeframe, and HOW it was measured — the source line is what makes it believable]; a closing client quote [SLOT + eliciting question]; where they're headed next (sets up ongoing value).
2. Per slot: a fallback for when the ideal evidence doesn't exist (no baseline number → client-estimated range, labelled as such; no quote → approved paraphrase, marked as paraphrase).
3. The interview sheet: 8-10 questions in natural order that fill every slot in one 20-minute client conversation — including the question that surfaces a number ('what were you seeing before, roughly, and how did you track it?').
4. The consent step, built into the template's footer workflow: written client approval of the final text BEFORE publishing — covering their name, figures and quotes; anonymised version offered where sensitivities apply. Approval is re-sought if the text materially changes.
5. Usage note per stated channel: how the same filled template compresses to a proposal insert (150 words) and a social post (60 words) without re-interviewing.
6. A worked mini-example with placeholder brackets left visible, so the team sees the standard.
</task>

<output_format>
Annotated template → slot fallbacks → interview sheet → consent workflow → channel compressions → mini-example.
</output_format>

Rules: no invented client names, numbers or quotes anywhere, including the mini-example (use [BRACKETED] placeholders); results language must never promise future outcomes to prospects — past client, past result, stated plainly. En-AU spelling.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

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