Publish Ten Client Case Studies in 90 Days
This goal guides an AI agent to help businesses collect success stories from their best clients, conduct interviews, write professional case studies, and publish all ten within a 90-day timeframe. The result is a polished portfolio of case studies showcasing real client outcomes to build credibility and attract new business.
Collect the results of my ten best clients, interview them, write a case study for each and publish all ten in 90 days.
Goals run on the Goals plan: five agents at once, schedules, memory and a daily report.
Who This Is For and When It Pays Off
This is ideal for businesses that rely on client success stories to build trust and attract new customers, such as agencies, consultancies, SaaS companies, and service providers. If your sales materials could benefit from detailed, real-world examples showing how your product or service solves problems, this goal delivers that content efficiently.
It pays off when you want a structured approach to producing multiple case studies without dedicating significant internal resources. The goal suits companies ready to engage their clients in interviews and willing to publish polished content on their own websites or relevant platforms.
- Businesses wanting to showcase client results through professional case studies.
- Teams lacking time or writing expertise to produce consistent case study content.
- Companies seeking to refresh their marketing collateral with up-to-date, client-centric stories.
- Organizations prepared to coordinate brief interviews with key clients within the schedule.
How the Katteb Agent Does It, Step by Step
- Identify your top ten clients based on business impact and results, using your CRM or account management tools.
- Reach out to selected clients via email or LinkedIn to schedule brief interview sessions, using your preferred calendar and communication platforms.
- Conduct interviews through voice or chat on platforms like Zoom, Microsoft Teams, or email exchanges, collecting detailed insights about their experience and outcomes.
- Transcribe and organize interview data into structured outlines tailored for case studies, leveraging transcription tools integrated within Katteb.
- Draft individual case studies on your website CMS or document editor, emphasizing problem, solution, and measurable results.
- Iterate content drafts based on your feedback, refining tone, style, and factual accuracy.
- Format the final case studies with professional visuals, testimonials, and calls to action in your publishing platform or blog.
- Publish all ten case studies systematically across your website or relevant publication channels, ensuring SEO optimization and appropriate tagging.
What You Give the Agent Before It Starts
- Access credentials for your CRM, email, calendar, and CMS or document platforms where client info and content are managed.
- The list of your selected top ten clients, including contact info and relevant background details.
- Preferred interview methods or existing templates/questions for client discussions.
- Brand guidelines, tone preferences, and formatting requirements for the case studies.
- Availability windows for interview scheduling and any blackout dates during the 90-day period.
- Approval process details, such as who reviews drafts and sets publication timing.
What a Good Result Looks Like
By the end of 90 days, you will have ten thoughtfully researched, well-written case studies published on your preferred platforms. Each study clearly documents client challenges, your solution, and measurable success, including quotes or testimonials.
Typical delivery timings for each case study range between 7 to 10 days from interview to publish, allowing time for review and adjustments. The output includes formatted digital articles optimized for web publication, with accompanying client imagery and SEO elements.
A strong result will feature a balanced variety of client profiles and outcomes, showcasing different services or product aspects. Collectively, these case studies serve as compelling social proof in your marketing and sales efforts.
- Ten professional case studies published within 90 days.
- Each case study includes client interview insights, problem-solution narrative, and measurable results.
- Content formatted and published in your CMS or website with SEO optimization.
- Timely updates and draft reviews conducted throughout the process.
What to Expect and What Is Not Promised
The agent requires your cooperation for client contact coordination and timely feedback to maintain the 90-day schedule. Some clients may decline interviews or delay responses, which can affect timing.
Katteb operates within the limits of platform access provided and respects all privacy and security policies of your tools and client data. The agent does not guarantee client participation or specific business outcomes from the published case studies.
Content quality depends on the accuracy and completeness of interview data and your review input. All published material will comply with your brand standards but is subject to your final approval before going live.
This goal is designed for digital publishing and does not include printed material or third-party distribution beyond agreed platforms.
- Client participation is voluntary and may impact timing.
- Agent works within your platform access permissions and privacy rules.
- Final content quality relies on client data and your feedback.
- No guaranteed business outcomes or lead generation from published studies.
- This goal covers digital publishing only, excluding print or external distribution.
How the Goal Unfolds Over 90 Days and Daily Reporting
The 90-day period is broken into phases: initial client selection and outreach (weeks 1-2), interviews and data gathering (weeks 3-6), drafting and review of case studies (weeks 7-10), and finalizing and publishing content (weeks 11-13). This phased approach allows steady progress with periodic feedback loops.
The agent sends daily reports summarizing completed tasks such as client contacts made, interviews scheduled, drafts submitted, and publishing milestones achieved. Reports highlight any blockers or delays needing your intervention.
By staying on schedule, all ten case studies are completed and published by day 90, providing a comprehensive set of marketing assets ready for use.
Questions people ask
What if some clients don’t respond or refuse interviews?
The agent will attempt multiple contacts and suggest suitable alternatives if some clients are unresponsive. If needed, you can select additional clients to replace non-participants to meet the goal.
Can the case studies be customized for different industries or formats?
Yes, the agent adapts the interview questions and writing style based on your input to fit various industries and preferred case study formats, such as brief success stories or in-depth analyses.
How does the agent ensure the case studies are accurate and reflect client experiences?
Interviews are recorded or documented transparently, with drafts reviewed by you to verify factual accuracy and brand alignment before publication.
Can the agent handle publishing on multiple platforms?
The agent can publish content on your website CMS and coordinate posting on social media or professional networks, provided it has the necessary access credentials.
Is ongoing maintenance or updates to case studies included?
This goal focuses on initial creation and publication of ten case studies. Ongoing updates would require additional tasks or a separate goal.
Goals are not guaranteed. You receive a daily report and can change or stop the goal at any time.