# A case study template that fills itself from your wins

> A case study template that fills itself: the agent finds won deals and client praise, drafts the ask, and lays out the page and a sales one-pager for you.

- Page: https://www.awesomic.com/apps/use-cases/case-study-generator
- Use case: Won deal to case study
- For: Agencies, studios, B2B SaaS, consultants
- Runs: Every Friday
- Apps: HubSpot, Slack, Google Drive
- Works better with: Gmail, GitHub

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.

Example request in Awesomic Studio:

> Every Friday, find deals closed-won in HubSpot and praise in #client-wins. Draft a case study request with 5 interview questions. When answers come in, make the page and a one-pager.

## 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 hrs** typically, per case study done by hand
- **Months** between the win and the published page
- **Thin proposals** when the best proof sits in Slack

## 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 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. **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. **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. **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. **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 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)

- Price: 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))

- Price: 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)

- Price: 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 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.

| | Canva | HubSpot | Testimonial.to | Awesomic |
| --- | --- | --- | --- | --- |
| Starting point | A designed template, empty until you write | A Docs or Word outline to fill in | A request link you send to clients | Closed deals in HubSpot and praise in Slack, found weekly |
| Finding the story | Your team picks the client and gathers facts | Your team picks the client and gathers facts | Clients reply to your invite with praise | The agent spots wins every Friday and drafts the ask |
| Interview | Done by your team, outside the template | Tips included; your team runs the interview | Clients answer the prompts you set up | Five drafted questions; you send them and talk to the client |
| Look | Canva’s design, adjusted to your brand by hand | Plain document styling you format yourself | Walls and widgets you embed on your site | A page in your own site’s style |
| Reuse in sales | Export and attach to proposals by hand | Copy and paste into proposals | Embed quotes and videos where you need them | A one-page PDF and a bank of approved quotes |
| Best fit | A story already written, no designer on hand | A first case study written in-house | Collecting lots of social proof at once | Teams with real wins and no time to write them up |

### 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

### 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 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.

1. **HubSpot:** Finds deals that closed this week and the projects behind them, with the contact, the dates and the scope.
2. **Slack:** Collects client praise from your wins channel and links each quote to the right deal.
3. **Gmail:** Drafts the case study request and five interview questions. You read them and press send.
4. **Awesomic:** Writes the story from the answers and lays out the page and one-pager in your brand.
5. **Google Drive:** Saves the page draft, the PDF and the approved quotes where sales can find them.

Setup:

1. **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. **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. **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

### 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.

## 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.

- Start in Awesomic Studio: https://studio.awesomic.com
- Pricing: https://www.awesomic.com/pricing

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- [All use cases](https://www.awesomic.com/apps/use-cases/md/index.md)