Great results. Happy client.¶
Case study, testimonial, and referral ask completed
Great results. Happy client. But no case study. No testimonial. No referral ask.
Outcome: Results documented, testimonial requested, case study drafted, LinkedIn post ready.
- Area: Sales & Clients
- Time savings: ~3 hrs manual → ~1 hr automated (3× faster)
- Try it: "Client engagement is wrapping up"
- Compounding: Each case study builds social proof library for future sales
- Frequency: Per client offboarding
- Published: 2026-03-27
Inputs¶
- 👤 Client name
- 📊 Key results and metrics
- 📧 Client contact for testimonial
What BOB does¶
- client-offboarding → results summary + testimonial request
- Review results, personalise testimonial ask
- content-repurposer → turn results into case study draft
- Review case study, approve for publishing
- social-content → LinkedIn announcement post
Outputs¶
- 📋 Results summary
- 📖 Case study draft
- 💬 Testimonial request
- 📱 LinkedIn announcement post
Benefits¶
- 3× faster
- Social proof library grows with every client
- Referral timing is never missed