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Customer Intel

Case Study Brief

WEBYOUR AIPRO+

Available on Pro and Team.

When to use it

Use it when you have a customer win and need a credible case study written from it. It tells the writer what is confirmed, what needs customer approval and what is still missing, so nothing in the published story is made up.

Available on Pro and Team. On Free and Solo it sits in the PRO ONLY group.

What to give it

  • Who the customer is, or how they should be described if anonymous, plus the champion's role.
  • The before state: what their world looked like and what it cost them. This is required, and the tool will not build a story without it.
  • What changed and which capability made the difference.
  • Outcomes with the numbers exactly as the customer gave them.
  • A quote only if it is approved. Say whether the name is cleared for use.
  • Which angle to lead with: technical, business outcome, team impact, ROI or speed.

It reads your Voice and Messaging and guidelines from the Brand Box and the product context in your project.

Run it on the web

Open the Quick tab, choose Case Study Brief from the tool picker, and paste your notes. Run it, then copy the briefing, use Open in Claude, or download it, and let your AI write the case study. Check the "Brand used" line to see which Brand Box parts shaped the result.

Run it in your AI

"Use pmmagent_elevate for a case study brief: Tuskor customer, regional HVAC contractor, cut missed appointments after switching from paper dispatch. Name not yet approved."

The reply is the briefing with the workspace named and a runs-left line. This tool uses a Pro run. Connector access needs Solo or above.

Good output looks like

A briefing for an anonymous Tuskor customer:

  1. Before state: the dispatch pain, what they tried, why it fell short. If you gave nothing, this section says what to collect.
  2. The turn: what changed and why it worked when earlier fixes did not.
  3. After state: outcomes with your numbers, and a flag where a figure is only directional.
  4. Customer voice: the approved quote word for word, or a marker that approval is pending.
  5. Story arc and emphasis: how to open, which outcome to lead with, what not to claim.
  6. Writer checklist: confirmed facts, items needing approval, items still missing.

The finished case study uses only descriptors you supplied, so an anonymous customer stays consistently anonymous.