PurposeDocument client results for portfolio, proposals, and social proof
When to fill inAt 30-day check-in and 90-day check-in when results are measurable
OutputPortfolio write-up, proposal snippet, and LinkedIn post copy
Prepared byCharles Hardt · charleshardt.com
Case study completion
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Before you fill this in: Confirm with the client that they are comfortable being featured in your portfolio. Get written consent (an email reply saying "yes, happy to be featured" is sufficient) before publishing anything. For medical clients, never include anything that could identify individual patients. For nonprofits, confirm the board has no objection to external marketing featuring the organisation.
1
Client overview
2
The situation before
Describe the situation in plain English. What were they struggling with? What was the cost of the problem in real terms?
A short direct quote from the discovery call or kickoff. First name only. No identifying health information.
3
What was built
Pages built, integrations configured, key technical decisions. Written for a non-technical audience.
The detail that shows your expertise and makes the case study specific and credible.
4
Results & metrics
Fill in the metrics that are available. Not all will apply to every project. Leave blank rather than estimate — vague metrics undermine credibility. Specific metrics, even small ones, are more persuasive than large vague ones.
PageSpeed mobile
Before: __
__
↑ improvement
Load time (mobile)
Before: __s
__s
↓ faster
Monthly sessions
Before: __
__
↑ at 30 days
Google ranking
Before: page __
page __
for primary keyword
Bookings / inquiries
Before: __/mo
__/mo
↑ from website
WAVE errors
Before: __
0
ADA compliant
Two to three sentences in plain English. Frame results in terms of patient or donor impact, not technical metrics.
A real quote from the client about the experience or the results. First name only. Get written confirmation before publishing.
5
Generate outputs
Click Generate to produce three ready-to-use versions of this case study: a portfolio write-up paragraph, a proposal snippet, and a LinkedIn post. Copy each one and edit for tone before publishing.