Case Study Process

Note

No case studies yet. This process activates from our very first completed project.

Trigger: Project delivered + client happy (confirmed by Daniel post-delivery)

Case Study Structure

HEADLINE (outcome-led)
  "How a [Client Type] Saved [X Hours/Week] by Automating
   [Specific Process]"

THE CLIENT
  Industry, company size, location.
  Named with permission OR anonymised.

THE CHALLENGE
  What manual work they were doing, how long it took,
  what it was costing. Their words if possible.

WHAT WE BUILT
  Plain English. What triggers it, what it does,
  where data goes. No jargon.

THE RESULTS (must be specific and measurable)
  • "[X] hours of manual work eliminated per week"
  • "Lead response time reduced from 4 hours to 90 seconds"
  • "[$X] saved in monthly labour cost"

CLIENT QUOTE (if available)
  "[Their words]" — Name, Title, Company

TOOLS USED
  Brief list — shows capability

Process

  1. Samir drafts within 1 week of project close
  2. Sent to client for review and written approval
  3. Permission to use name and logo confirmed in writing
  4. Published only after written approval
  5. Filed in Google Drive → Marketing / Case Studies
  6. Posted on website + LinkedIn within 48 hours of approval

Testimonial Collection

When to ask: The moment a client says something positive — don’t wait.

How to ask (Fady or Daniel):

“Really glad it’s working. Would you be open to a quick written testimonial? I’ll send 3 prompts — takes 5 minutes.”

Prompts:

  1. “What problem were you trying to solve when you came to us?”
  2. “What was it like working with the team?”
  3. “What’s changed in your business since the automation went live?”

Where they go: Homepage, landing page, proposals, LinkedIn posts (with permission).

Monthly Marketing Snapshot

Owner: Mahmoud | Posted to: Discord #general — first Monday of each month

📊 MARKETING — [Month] SUMMARY

LinkedIn:
  Followers: [X] (+[X] vs last month)
  Top post: "[title]" — [X] impressions
  Engagement rate: [X]%

Website:
  Visitors: [X] (+/-[X]% vs last month)

Consultations booked: [X] total
  → From LinkedIn: [X]
  → From website direct: [X]
  → From referral: [X]

Content published: [X] posts

Next month priority: [1–2 specific actions]