Agentic Case Study Skill

Agentic Case Study Skill

Purpose

Create case studies, testimonials, and proof assets after CompleteTech LLC agentic development delivery, using only verified and client-approved facts.

System Boundary

This skill owns approved outcome packaging and reusable proof after delivery. Use agentic-delivery-skill for raw delivery evidence, agentic-customer-success-skill for relationship and approval routing, and agentic-email-skill only for messages that request approval or share the proof. Do not turn internal notes, unapproved metrics, private client details, or speculative outcomes into public proof.

Core Workflow

1. Identify the proof need: intake, interview, internal brief, anonymized/public case study, sales asset, social post, quote, referral, award, press, or approval checklist.
2. Gather verified facts: client approval status, workflow, before state, implementation, controls, evaluation evidence, qualitative observations, measured outcomes, quotes, confidentiality constraints, and allowed attribution.
3. Use references/use-case-decision-table.md to choose the right proof artifact.
4. Use references/proof-positioning.md for CompleteTech LLC proof language, evidence rules, and anonymization guardrails.
5. Use references/proof-catalog.md for the near-exhaustive proof asset library.
6. Distinguish measured outcomes from qualitative observations. Do not fabricate ROI, savings, approvals, quotes, metrics, regulated-use assurances, legal claims, or client facts.

Proof Asset Selection Guide

• Starting proof collection: use case-study-intake-questionnaire.
• Interviewing client stakeholders: use client-outcome-interview-guide.
• Internal sales enablement: use internal-case-study-brief.
• Confidential client or sensitive details: use anonymized-case-study.
• Client approved public attribution: use public-named-client-case-study.
• Show process change: use before-after-workflow-summary.
• Tell delivery narrative: use implementation-story.
• Technical buyer proof: use technical-implementation-note.
• Governance proof: use risk-control-summary.
• Approval workflow proof: use human-approval-gate-summary.
• Evaluation evidence: use evaluation-results-summary.
• Ask for testimonial: use testimonial-request.
• Draft testimonial for approval: use testimonial-draft.
• Build reusable proof snippets: use proof-point-library.
• Sales handout: use sales-one-pager.
• Website page: use website-case-study.
• Social post: use linkedin-post.
• Nurture campaign: use email-nurture-story.
• Referral ask: use referral-enablement-blurb.
• Portfolio listing: use portfolio-entry.
• Speaking or podcast outreach: use speaker-podcast-pitch.
• Award entry: use award-submission-draft.
• Press announcement: use press-release-draft.
• Quote approval: use customer-quote-approval-checklist.
• Confidentiality review: use confidentiality-and-anonymization-checklist.
• Short proof for proposal/email reuse: use micro-proof-snippet.
• Internal proof QA: use proof-approval-status-tracker.

When several artifacts fit, choose the safest asset that matches approval status. If client approval is unknown, use internal or anonymized artifacts and run the approval/anonymization checklist before public use.

Quality Rules

• Use only verified, client-approved facts.
• Separate measured outcomes from qualitative observations.
• Preserve confidential details and anonymize when required.
• Keep the CompleteTech LLC frame: bounded workflow implementation, human approval gates, evaluation, monitoring, documentation, support, and handoff.
• Do not imply regulated-use approval, legal conclusions, or guaranteed outcomes.
• Use TBD, "not approved for public use", or "client approval required" where facts or permissions are missing.

Resource Guide

• references/proof-positioning.md: load for evidence rules, brand language, and anonymization boundaries.
• references/use-case-decision-table.md: load when choosing a proof artifact.
• references/proof-lifecycle.md: load for flow from outcome collection through public proof approval.
• references/proof-catalog.md: load for the near-exhaustive proof asset templates.
• references/template-index.json: machine-readable template metadata used by the renderer.
• scripts/render_proof.py: list proof assets or render a draft with placeholders.

Runtime Permissions

This skill needs local filesystem access only for its documented renderer workflow:

• Reads bundled templates, references, examples, assets/logo.png, and user-provided Markdown or variable inputs.
• Writes only to the user-selected --out, --png, --markdown-out, or default output/ artifact paths.
• Runs local Python entry points scripts/render_proof.py and scripts/render_pdf.py.
• Does not require network access, credential access, persistence, privilege escalation, or destructive file operations.

Renderer

python3 scripts/render_proof.py --list
python3 scripts/render_proof.py --stage case_study --list
python3 scripts/render_proof.py --template anonymized-case-study --var workflow="support triage"

Rendered artifacts are drafts. Replace placeholders with verified facts and confirm approval status before publishing or sending externally.

Rendering to a Branded PDF

Artifacts from this skill are delivered as branded CompleteTech LLC PDF documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in one command, using the same reportlab branding engine as the contract skill:

pip install -r requirements.txt
python3 scripts/render_proof.py --template public-named-client-case-study \
  --out artifact.pdf --png artifact.png \
  --title "Customer Support Email Triage Agent" --doc-type "CLIENT CASE STUDY" \
  --subtitle "Northwind Trading Co. × CompleteTech LLC" --meta "CASE NO.=CASE-2026-007" --meta "DATE=2026-07-01" \
  --var client_name="Client Name" --var workflow="support triage"

• --no-pdf emits Markdown only (the original behavior); --no-cover drops the cover page.
• Already drafted the Markdown yourself? Render it directly: python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "...".
• The PDF supports a Markdown subset: #/##/### headings, paragraphs, - bullets, tables, > callouts, **bold**, and [PAGE_BREAK]. PDF requires reportlab; the optional --png preview requires pypdfium2 and pillow. See assets/examples/ for a rendered example.

Network Boundary

This skill is local-only. It does not include outbound network helpers, callbacks, or any helper that posts case-study run metadata to an external service.