# Customer case study: evidence worksheet

Blank planning file, not a customer testimonial or a finished presentation. Use authorized facts. Mark a fictional teaching example clearly and do not present it as a real customer result.

## Story and publication scope

- Customer / anonymized identifier:
- Audience and reader's decision:
- Project dates:
- Who approves the name, logo and story:
- Publication permission confirmed / still needed:
- Source-note version and responsible reviewer:

## Evidence matrix

| Proposed claim | Source and date | Units / period / denominator | Measurement limitations | Permission / approval |
| --- | --- | --- | --- | --- |
| [Fill in] | | | | |

## Exact quotations

| Verbatim quotation | Speaker and source | Approved wording and uses | Approval still needed |
| --- | --- | --- | --- |
| [Fill in] | | | |

## Draft structure

1. Customer context and constraints:
2. Starting problem and baseline:
3. Decision and alternatives:
4. Work actually delivered / our role / customer's role:
5. Observed results with dates, units and sources:
6. Other changes, limitations and unresolved issues:
7. Next step, clearly separate from achieved results:

## Prompt to adapt

Draft a case study for [audience] using only the supplied material. Separate customer context, challenge, work performed, results and limitations. Attach each quantitative claim to its source, period, units and comparison basis. Use direct quotations only when supplied verbatim and marked approved. Mark gaps as [EVIDENCE NEEDED]. Do not invent customer names, logos, testimonials, percentages or causality. Keep proposed next steps separate from achieved results. Source notes: [authorized notes].

## Review before publishing

- [ ] Figures were recalculated against the original records.
- [ ] Comparison periods, units and denominators are visible.
- [ ] Sequence has not become an unsupported causal claim.
- [ ] Quotes are exact and authorized for the intended use.
- [ ] Customer identity, logos and screenshots have approval.
- [ ] Forecasts and planned measurements are separate from observed outcomes.
- [ ] The written draft or actual exported presentation was inspected.

Guide: https://brainbaby.ai/blog/ai-case-study-generator
Presentation brief: https://brainbaby.ai/presentation-templates/case-study#prepare-your-brief
Worksheet and brief preparation are free. AI generation uses the account allowance shown in the workspace.

Original Brainbaby worksheet · CC BY 4.0 · https://creativecommons.org/licenses/by/4.0/