BUSINESS TEMPLATE · T15

Case Study Outline

Structures customer proof responsibly.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Customer context

Describe the customer without revealing anything they have not approved.

ExampleRegional home-services company with 18 employees.

Problem

What was happening before the work?

ExampleOwner approved nearly every scheduling exception.

Work performed

What did you actually do?

ExampleDocumented escalation rules and delegated routine decisions.

Evidence

What records support the story?

ExampleScheduling logs and owner time tracking.

Outcome

State the verified result, including period/scope.

ExampleOwner scheduling involvement declined over the following six weeks.

Quote approval

Only use a quote the customer has approved.

ExampleApproved customer quote or 'none'.

Limitations

State anything that prevents overgeneralizing the result.

ExampleSingle company example; other factors may have contributed.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.