SAMPLE CASE STUDY · AUTOMATION
Flowdesk: Connecting enquiries to a simpler follow-up workflow
A sample project story showing the structure, process, and evidence to include in a complete case study.
Template preview: this project is fictional. Replace sample copy and result placeholders with verified project details.
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INDUSTRY
Professional services
SERVICES
AUTOMATION
LOCATION
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TIMEFRAME
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THE PROOF
See the work.
Show the difference.
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Illustrative preview image · Add a caption explaining what the evidence shows.
THE CHALLENGE
A clear goal. A practical challenge.
Use this section to explain the client’s starting point: what was happening, who it affected, and why the project mattered.
For Flowdesk, the sample brief focuses on automation. Replace this paragraph with the specific business goal, existing obstacles, and the baseline you recorded before work began.
Include relevant constraints such as budget, timeframe, platform, service area, or available resources.
WHAT WE DID
The plan behind the project.
Document the decisions and actions that moved the work forward.
01 / Workflow discovery
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
02 / Trigger & data mapping
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
03 / CRM connections
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
04 / Follow-up sequences
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
05 / Testing & safeguards
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
06 / Documentation & handover
Describe the work completed at this stage, the reason for the decision, and how it supported the project goal. Add tools, deliverables, or examples where useful.
THE RESULTS
What changed—and how we measured it.
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Include what worked, what still needs improvement, and the next steps. Avoid promising that another project will achieve the same outcome.
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Include the metric, timeframe, and evidence source.
RESULTS AT A GLANCE
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Response time
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Workflow completion
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MORE WORK
Explore other project stories.
YOUR NEXT PROJECT
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worth showing.
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