A completed campaign or a request for a performance story
What you bring
Campaign evidence: Relevant delivery and performance data with context. Creative assets: Approved campaign materials and related resources. Review requirements: The audience, approved claims, and sharing permissions.
Who uses it
Account lead + marketing owner + client reviewer
The workflow
From campaign evidence to a reviewed case study.
A useful case study makes the evidence behind the story easy to check. This workflow combines the campaign results and relevant assets, drafts the narrative, and prepares formats the team can use after approval.
01
Your team
Choose the campaign and audience
Identify the campaign, the intended audience, and the claims the story needs to support.
Starts with: a case study brief.
02
AI assistance
Bring the evidence and assets together
Collect the relevant campaign metrics, source notes, and creative assets. Flag missing context.
Produces: an evidence and asset set.
03
AI assistance
Build the performance narrative
Draft the challenge, approach, and outcomes using the evidence provided. Keep unsupported claims out of the story.
Produces: a case study draft.
04
Human decision
Check the story and permission to share
The account and client reviewers check accuracy, attribution, and the material that may be shared.
People decide: performance claims and permission to share.
05
AI assistance
Prepare the reviewed formats
Organize the approved story into a one-sheet, presentation structure, and sales or CRM brief as required.
Produces: a reusable case study package.
Your reviewer can request more evidence or revisions before the work moves forward.
What comes out
A reviewed case study and presentation brief
Case study narrative
A sourced account of the challenge, work, and results.
Presentation material
A one-sheet and deck structure for the approved story.
Sales brief
A concise handoff for later commercial conversations.
Explore related workflows
Turn campaign results into a renewal proposal
Connect campaign results, account context, and available inventory to prepare a grounded renewal conversation.
People decide: renewal recommendations and client commitments.
