Case Study skill

A ready-to-run case study skill: the narrative structure Okara’s Writer Agent uses to turn a customer win into credible, results-driven proof.

Download the skill instructions, see an example outline, or run it live inside the Writer Agent using your customer’s results.

Category
Writer
Agent
Writer Agent
Format
case-study.md
Price
Free to download

The skill file

case-study.md
---
name: case-study
description: Turn a customer win into a credible case study using a challenge-solution-results arc anchored by concrete metrics and well-placed quotes.
owner: Okara Writer Agent
---

# Case Study

A case study is evidence. Its power comes from a specific customer, a real
problem, a clear intervention, and measurable results — told as a story a
prospect can see themselves in.

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About this skill

What is the Case Study?

The Case Study skill is the instruction set Okara’s Writer Agent uses to turn a customer win into a story a prospect trusts. It follows the challenge, solution, and results arc, insists on concrete metrics, and places quotes where they carry weight — so the finished piece reads like evidence, not a testimonial dressed up as an article.

It’s written as a SKILL.md, a plain-language instruction format that both people and AI agents can follow directly. Read it to understand the structure, adapt it for your team, or let the Writer Agent draft the study from your notes or an interview transcript.

Downloading the instructions is free with an Okara account. Turning customer wins into full case studies plus sales-ready one-pagers is part of the Writer Agent.

Example

See it in action

You ask: Write a case study for a customer who cut onboarding time from 3 weeks to 4 days using our platform.

Agent does: Here’s the draft. It opens with the customer and the stakes — a fast-scaling team drowning in a three-week manual onboarding. The challenge section quantifies the cost (delayed ramp, support load), the solution section shows what they changed and why, and the results section leads with the headline metric — three weeks to four days, an 81% cut — backed by two supporting numbers and a customer quote at the turning point. It closes with what’s next for them. I flagged three spots where a real metric or quote would strengthen it. Want a one-page version and a short summary for the sales team?

How it works

From input to fix list

  1. 1

    You share the customer win

    Paste the customer, the problem, what they did, and the results. Rough notes are fine.

  2. 2

    Okara builds the narrative

    The Writer Agent structures the challenge, solution, and results into a credible arc.

  3. 3

    It leads with real numbers

    Concrete metrics anchor the story, with quotes placed at the moments that matter.

  4. 4

    You get proof-ready copy

    A finished case study plus short variants, refined with you inside the Writer Agent.

What's included

Everything it checks

  • Challenge-solution-results arc

    Structures the story into the proven arc prospects trust.

  • Customer & context framing

    Sets up who the customer is and why the problem mattered.

  • Metric-led results

    Leads with concrete numbers, not vague "improvements."

  • Quote placement

    Positions customer quotes at the turning point and the payoff.

  • Before-and-after framing

    Makes the change unmistakable with a clear before/after contrast.

  • Multi-format variants

    Produces a full study, a one-pager, and a sales summary from one input.

Use cases

When to reach for it

  • Turn a happy customer’s results into a sales-ready proof asset.
  • Build a library of case studies with a consistent, credible structure.
  • Give your sales team a one-page proof point for a specific vertical.
  • Refresh an old case study with sharper metrics and framing.
  • Convert a customer interview transcript into a finished story.

Frequently asked questions

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