ElaborationAI

Case Study Draft Service

Case Study Draft Service is a done-for-you service where ElaborationAI turns your customer interview notes and supporting documents into a reviewed case study draft with a clear narrative and verified claims. The service is for teams that have done the work, captured the customer story, and need a writer to turn the raw materials into a publishable narrative without inventing facts. It sits inside Marketing content services and is the right starting point when a customer has agreed to be referenced and there is enough source material to build a credible story.

Definition

A case study draft in this service is a single customer story, structured into challenge, approach, and outcome sections, with every claim traceable back to a supplied source. The work covers reading the interview notes and supporting documents, drafting the narrative against the agreed structure, attributing every quote to the right person, and removing anything that cannot be supported by the source materials. The deliverable is a draft you can take through your own internal approval flow and then through customer review. The service does not invent quotes, does not project outcomes, and does not promise that publishing the case study will produce a specific result.

Inputs

The service starts from four practical inputs. First, customer interview notes or a transcript, so the draft is grounded in the customer’s own words rather than a guess. Second, supporting documents, which can include project artifacts, screenshots used with permission, and before-and-after numbers when approved for public use. Third, approved quotes from the customer with attribution permission, so every quote in the draft is both accurate and clearable. Fourth, brand voice notes and any claims that need subject-matter expert sign-off, so the reviewer has a clear checklist. Missing inputs are flagged during intake rather than substituted with generic phrasing or invented numbers.

Process

The flow is three steps, with claim discipline built into each one.

  1. Intake and source materials. We collect the customer interview notes, supporting documents, approved quotes, brand voice notes, and any claims that need explicit subject-matter sign-off. We agree on the case study format and length before drafting begins.
  2. Drafting, claims review, and quote attribution. We draft the case study against the agreed structure (challenge, approach, outcome) using only the source materials. A reviewer confirms every claim and quote is supported by a cited source and removes anything unverifiable.
  3. Delivery and revision rounds. The case study draft ships in the agreed format with a per-claim source map. Up to two revision rounds inside the agreed scope are completed before the final handoff and any customer approval flow you run.

Outputs

You receive a case study draft organized into challenge, approach, and outcome sections, written from the supplied source materials in your brand voice. A per-claim source map accompanies the draft, linking every claim or quote back to the supplied material so your internal reviewers and the customer can audit any statement quickly. Pull-quote suggestions with attribution are included for index cards, social posts, or sidebars. A short revision-boundary note describes what is and is not included in the draft, so you know whether headline variants, anonymization, or schema were in or out of scope.

Definition of done

The work is complete when the case study draft ships with the agreed structure, the per-claim source map, attributed pull quotes, and a reviewer pass that removed any unverifiable claim or forbidden-claim language; when up to two revision rounds inside scope have been honored; and when you confirm the outcome statements match your customer’s permission scope and the supplied evidence. The engagement closes only when those conditions are met.

Human review

A reviewer confirms every claim and quote in the draft is backed by the supplied source materials, validates attribution, and removes any forbidden-claim or unverifiable outcome statement before delivery. The reviewer also confirms that anonymization or naming follows the customer’s permission scope, so no detail appears in the public draft that the customer did not approve. Nothing ships without this pass.

Pricing notes

Priced per case study length and source-document volume, with a quote delivered through the workspace order flow after intake review. The service does not publish fixed prices because cost depends on case study length, the volume of source documents to read, and how many revision rounds you want included. The general Pricing page covers the model and Performance-based pricing describes the alternative outcome-linked arrangement when that fits.

This service lives next to a few sister services in the marketing-content cluster. Landing page copy draft is the better fit when the case study work is really a conversion page that references the customer story rather than a full case study draft. Blog draft preparation is the better fit when the customer story is going to live as an editorial post rather than a standalone case study. Content refresh is the better fit when an existing case study needs updating with new numbers or new context. Email campaign draft is the better fit when the case study is being used as the centerpiece of a focused message sequence.

FAQ

Do I need to provide a customer interview transcript?

A transcript or detailed interview notes work best. If you have audio only, we can transcribe it as a separate scope. We do not draft case studies from memory or invented quotes; the source materials must exist for every claim.

What if my customer wants to review the draft?

Customer review is encouraged. We deliver the draft to you first, you run any internal review, and then your customer reviews the version you choose to send. We do not contact your customer directly unless you scope that as part of intake.

Can you include performance numbers?

Yes, when the customer has approved the numbers in writing and you can substantiate them. We do not invent percentages, ROI figures, or outcome claims. If a number is unverified, the reviewer either removes it or flags it for your sign-off.

Will the case study mention competitors by name?

Only when the customer’s interview notes include that comparison and the customer has approved naming the competitor. Otherwise the draft describes the prior approach in neutral terms (“the previous tool,” “the manual process”) to keep the case study legally safe and on-message.

Is this a self-serve tool I configure?

No. This is a done-for-you service. You send the interview notes and supporting documents, we produce and review the draft, and you receive the deliverable in your preferred format. There is no dashboard you need to configure.

Useful starting points

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Business-specific versions

Adjacent services

AI-native context

Further reading and pricing