case-study-builder

Case Study Builder Skill

Create compelling customer success stories that drive credibility and conversions.

Purpose

Transform customer wins into persuasive case studies that demonstrate value and build trust with prospects.

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Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# CASE STUDY BUILDER DATA SOURCES
# Configure the sources relevant to your customer story development

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives

# Customer Success Data
- source: customer_success
  connector: "{{GAINSIGHT | CHURNZERO | TOTANGO}}"
  data:
    - customer_health
    - success_metrics
    - nps_scores
    - customer_outcomes

# CRM Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - customer_records
    - deal_history
    - implementation_details
    - stakeholder_contacts

# Call Recordings
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - customer_calls
    - success_conversations
    - customer_quotes

# Product Usage
- source: product_analytics
  connector: "{{MIXPANEL | AMPLITUDE | PENDO}}"
  data:
    - feature_adoption
    - usage_metrics
    - engagement_scores

# Existing Case Studies
- source: content_library
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
  paths:
    - "/Marketing/Case Studies/"
    - "/Customer Success/Success Stories/"

Output Destinations

# Where to deliver case study outputs
outputs:
  # Always available - display in Claude UI
  - type: display
    enabled: true

  # Save to marketing library
  - type: documents
    connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
    destination: "/Marketing/Case Studies/"

  # Push to CMS
  - type: cms
    connector: "{{WORDPRESS | WEBFLOW | CONTENTFUL}}"
    action: create_draft

  # Notify for review
  - type: slack
    connector: "{{SLACK}}"
    channel: "#customer-marketing"

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