A case study template that fills itself from your wins

Every Friday the agent finds closed deals in HubSpot and client praise in Slack and email. It drafts the request and five interview questions. Once the answers are in, it writes the story and lays out the page and a one-pager for sales.

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How we compare
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The problem

Every win deserves a case study presentation. Most never get one

You have happy clients. A project shipped on time, a number went up, someone wrote “this is great” in Slack. Then the next project starts, and nobody asks for the story while it is still fresh.

Writing a case study is four jobs in a row: notice the win, ask the client, run the interview, then write and design the page. Each step waits for a free afternoon. Months later the contact has moved on and the numbers are hard to confirm.

Meanwhile sales keeps sending the same two old stories. Prospects ask for proof in their industry, and the best example you have is a quote in a Slack thread. Proposals go out thinner than the work you actually did.

  • 6–10 hrstypically, per case study done by hand
  • Monthsbetween the win and the published page
  • Thin proposalswhen the best proof sits in Slack
Who has it

Who needs this
Teams that win work but rarely write it up

If your best proof lives in closed deals and Slack threads instead of on your site, this job is for you. It fits teams without a full-time content writer.

  • Agencies and studios

    Every launch is a story your next client wants to read. You need a steady flow of pages without pulling a strategist off billable work for a week.

  • B2B SaaS marketers

    Sales asks for a customer story in fintech, then one in health. You want a weekly list of candidates and a draft ready when a customer says yes.

  • Consultants

    Your results are strong but private by default. You need a polite ask, clear questions, and a story that uses only the numbers the client confirms.

  • Founders who sell

    You close the deals yourself and remember every win, but writing them up never makes the list. One Friday run keeps the pipeline of stories moving.

When it hits

When it matters most. The moments a story is easiest to get

A case study is easiest to get right after the good news. These are the moments the agent watches for.
  1. 01

    A deal closes won

    The deal moves to closed-won in HubSpot. The agent adds it to the Friday list with the project, the contact and the dates.

  2. 02

    Praise lands in Slack

    A client writes a happy note in your wins channel. The agent saves the quote and suggests asking for the full story.

  3. 03

    A project ships

    The launch is live and the first results are in. That is the moment to ask, while the client still remembers the before.

  4. 04

    Sales needs proof

    A prospect asks for a similar client. A finished page is ready to send, and the one-pager drops into a case study presentation or a proposal.

What teams use today

What teams use today
Three tools, compared fairly

Most teams reach for a design template, a free document kit, or a testimonial tool. Each is good at its part. Here is what each does well and where it stops for this job.

  • Canva

    Design tool with case study templates
    Free plan; Pro from $144/yr per person in the US (checked Oct 2026)
    Good at

    A large library of case study templates for slides and Docs, many of them free, with drag-and-drop editing and stock images. Pro adds Brand Kits. Great when the story is written and you need it to look good fast.

    Falls short

    The template starts empty. Someone still has to notice the win, ask the client, run the interview and write the story, then match the design to your site by hand.

  • HubSpot

    Free case study templates (download kit)
    Free, behind a sign-up form (checked Oct 2026)
    Good at

    A free kit with general, data-driven and product-specific templates in Google Docs and Word, plus tips on structure. A solid outline for a first case study from a team that knows B2B marketing.

    Falls short

    It is a document to fill in. Spotting the win, asking the client, writing the story and laying out a page in your site’s style all stay with your team.

  • Testimonial.to

    Testimonial collection platform
    From $25/mo, or $300 billed annually (checked Oct 2026)
    Good at

    Collects text and video testimonials through a simple link, imports reviews from social and 10+ review sites, and shows them on an embeddable Wall of Love. It also lists an AI case study generator, and case study collection is on Ultimate +.

    Falls short

    Its center is collecting and showing praise. Finding wins in your CRM, writing around your project data, and a sales one-pager in your brand stay with you.

Where we win

Where we do better
From the win to a finished page

We do not compete on template count. The agent does the whole chain, from spotting the win to a designed page, and leaves the client conversation and approval with you.
CanvaHubSpotTestimonial.toAwesomic
Starting pointCanvaA designed template, empty until you writeHubSpotA Docs or Word outline to fill inTestimonial.toA request link you send to clientsAwesomicClosed deals in HubSpot and praise in Slack, found weekly
Finding the storyCanvaYour team picks the client and gathers factsHubSpotYour team picks the client and gathers factsTestimonial.toClients reply to your invite with praiseAwesomicThe agent spots wins every Friday and drafts the ask
InterviewCanvaDone by your team, outside the templateHubSpotTips included; your team runs the interviewTestimonial.toClients answer the prompts you set upAwesomicFive drafted questions; you send them and talk to the client
LookCanvaCanva’s design, adjusted to your brand by handHubSpotPlain document styling you format yourselfTestimonial.toWalls and widgets you embed on your siteAwesomicA page in your own site’s style
Reuse in salesCanvaExport and attach to proposals by handHubSpotCopy and paste into proposalsTestimonial.toEmbed quotes and videos where you need themAwesomicA one-page PDF and a bank of approved quotes
Best fitCanvaA story already written, no designer on handHubSpotA first case study written in-houseTestimonial.toCollecting lots of social proof at onceAwesomicTeams with real wins and no time to write them up
What you get

A case study you can use in the next proposal

  • A draft request and 5 interview questions for the client
  • A designed case study page in your site’s style
  • A one-page PDF for sales and proposals
  • A bank of approved quotes
Made forAgencies, studios, B2B SaaS, consultants

Where we stop

  • The interview and the client’s approval stay with you.
  • Nothing is published without the client’s written approval, and only numbers they confirm.
  • New pages join your sitemap only when you say so.
  • The agent drafts the request and the follow-up. A person sends them.
How it works

How it works
Your first story sets the case study template

The agent runs in Awesomic Studio every Friday. It finds, drafts and lays out. You talk to the client and approve what goes live.

Won deal to case study

When: Every Friday
  1. Step 1 · HubSpot

    Finds deals that closed this week and the projects behind them, with the contact, the dates and the scope.

  2. Step 2 · Slack

    Collects client praise from your wins channel and links each quote to the right deal.

  3. Step 3 · Gmail

    Drafts the case study request and five interview questions. You read them and press send.

  4. Step 4 · Awesomic

    Writes the story from the answers and lays out the page and one-pager in your brand.

  5. Step 5 · Google Drive

    Saves the page draft, the PDF and the approved quotes where sales can find them.

  1. 01

    Connect your apps

    Connect HubSpot, Slack and Google Drive. Gmail holds the drafts for you to send, and GitHub lets pages ship as pull requests.

  2. 02

    Point to your wins

    Name the deal stage and the Slack channel to watch. Add one past case study if you have it, so the style matches.

  3. 03

    Send one request

    Describe the job in plain words, like the prompt above. The first Friday run gives you a list of candidates and draft asks.

FAQ

Good questions.
Short answers.

Do I get the template too?

Yes. Your first story becomes your case study template, and every next one follows it. You can change sections, tone or length at any time by asking in the same chat.

What if the client never replies?

The agent prepares a polite follow-up after a week and keeps the draft on hold until they answer. Nothing moves forward without their reply and approval.

Can it publish to my site?

Yes, as a pull request or a page in your CMS, after you and the client approve it. New pages join your sitemap only when you say so.

Where do the numbers come from?

From the client’s answers and your project data. The agent never invents a result. Every number in the story is one the client confirmed in writing.

Can someone polish the story?

Yes. A vetted copywriter or designer from our talent team can take a big case study the last mile, from the interview notes to the final page.

What does it cost?

Agent plans start at $19 per person a month, with the same agents and models on every plan. There are no setup fees, and you can cancel anytime.

More use cases

Same apps,
more work you can hand off

See all use cases

Take a deep breath… and tell the story

Connect HubSpot and Slack, send one request, and this Friday you get your first list of wins worth writing up, with the asks already drafted.
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