AI workflow Claude · ChatGPT · Gemini · MCP

The Case Study Engine

Hand it a project you just wrapped and get back a publishable case study built around proof that holds up in a sales call.

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What it does

  1. Runs a structured interview that excavates the real before-and-after, including the parts most write-ups gloss over, like what the client had already tried.
  2. Stress-tests every metric for a baseline, a timeframe, and verifiability, so nothing in the piece can be picked apart in a sales conversation.
  3. Writes the finished case study around a narrative spine matched to its job, with a number in the headline and a scannable before/after metrics box.

The Breakdown

The build steps, prompt architecture, and a worked walkthrough. Open to members.

01 The proof-extraction interview that gets under the surface

02 The metric sanity check, so nothing gets picked apart

03 Four narrative spines, matched to the job the case study does

04 The section rules: a number in the headline, before-and-after throughout

05 A worked run: a fintech onboarding project, start to finish

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How to install

Every workflow runs on the AI you already use. Pick your platform; each setup takes a couple of minutes.

01 Claude (web or desktop) Project

Paste the workflow into a Claude Project. Every chat inside the Project runs it on demand.

  1. Open Claude. Top-left, click "+ New Project".
  2. Name the Project "The Case Study Engine".
  3. In the Project's Instructions field, paste the full contents of SKILL.md.
  4. Open a chat inside the Project and say "run the case study engine".
02 Claude Code Local skills folder

Drop the folder into ~/.claude/skills/ and restart Claude Code. The workflow is callable from any directory.

  1. Unzip the bundle. Move the folder into ~/.claude/skills/.
  2. Restart Claude Code (close and reopen the terminal).
  3. In any directory, say "run the case study engine".
03 ChatGPT (Plus or Team) Project

Paste the workflow into a ChatGPT Project. Every chat inside the Project runs it on demand.

  1. Open ChatGPT. Sidebar, click "Projects" then "Create Project".
  2. Name the Project "The Case Study Engine".
  3. Click Instructions. Paste the full contents of SKILL.md. Save.
  4. Open a chat inside the Project and say "run the case study engine".
04 Gemini (Advanced) Gem

Create a Gem with the workflow in its instructions field. Open a chat with the Gem to run it.

  1. Open Gemini. Click Gems in the sidebar, then "+ New Gem".
  2. Name the Gem "The Case Study Engine".
  3. In the instructions field, paste the full contents of SKILL.md. Save.
  4. Open a chat with the Gem and say "run the case study engine".

Read the full install guide

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