Case Studies

A case study is the thing a skeptical prospect is looking for: proof you've solved this problem before. You talk (or type), the assistant structures it, and two permission switches control exactly what the published version may show. One case study takes about 10 minutes.

Where to find itCopy Anchor Link

In your dashboard, open Case Studies in the left menu and click Add New. Advisors work on their own case studies; Directors see the firm's; staff members can prepare drafts.

Step by stepCopy Anchor Link

The builder runs in five steps — The Deal → Materials → Your Story → Generate → Review.

1. The Deal. Pick the city or market, property type, deal type, close date, and your role — the page names itself from your picks. If the win is already in your Track Record, link it: the details pre-fill. Then check the Client permission block. Both toggles start OFF, and you can publish a great case study either way — they only control what the AI is allowed to say:
   • Client approved being named — off, the story stays anonymous: no client name, no identifying details.
   • Closing figures approved for publication — off, no sale price, and nothing a reader could do the math from — "above asking", never "23% above asking". The list price is still fair game.
2. Materials — optional. Up to five deal documents (PDF or Word) and ten property photos.
3. Your Story. Two ways to give it the material. Just talk: record one free-form voice note. Walk me through it: a guided interview, one question per screen, each answered by typing or recording, any of them skippable. Rough and rambling is fine — that's what the assistant is for.
4. Generate. One honest warning, in the builder's own words: your recording or answers may mention closing figures or client names you haven't approved, and while the copy gets checked for dollar amounts and percentages afterward, a spelled-out number or a client's name can slip past that check — so read the output before you publish.
5. Review. Everything comes back editable, and any dollar figure or percentage that isn't your list price is flagged for a second look when closing figures aren't approved — flags, not edits; nothing was changed for you. Blanks the AI left behind become plain questions for you. Not happy? Regenerate, or Revert to previous.

What you getCopy Anchor Link

Twelve AI outputs, built around the five-beat structure — headline, summary, challenge, strategy, outcome:

• headline, executive summary, the challenge, the strategy, the outcome, and key lessons
• a client quote — drawn only from the client's actual words, and only if approved
• a LinkedIn post and a prospect email
• a deal-metrics card and the search engine title and description

From the same review screen you can add the win to your Track Record — the deal is written in without re-entering anything.

Good to knowCopy Anchor Link

• The case-studies section appears once two studies are published. Below that, individual studies are still live at their own links — the section page waits until there's a shelf worth showing.
• Three covering different deal types is a strong shelf.
• If your material doesn't cover a section — the challenge, the lessons — the AI omits it rather than fabricating one. It never invents.
• You publish your own case studies. There is no approval queue between you and publish.