Win Case Study One Pager

---
name: win-case-study-one-pager
description: Writes a Case Study One-Pager from your source file, with the change in the title, before, what was done, results with base and period, the client's quote and a step for the reader, as a file in your colours. Use for "run win-case-study-one-pager", "make a one-pager for this case", "a leave-behind", "one page on that project", "the prospect wants something to forward", "have you done this before", "put this case on one page", part of the Claude Guide for Finding Clients Pack by Polar Bear.
---

# Case Study One-Pager

## When To Use
A prospect asks "have you done this before?" and you want one page they can forward. The reader was not in the meeting: their boss or partner gives it thirty seconds, standing up. This answers: can a stranger recognise their situation and believe the result at a glance?

## When Not To Use
If there is no source file yet, run Case Study Interview first; a page written from memory is the one that gets you caught. If the prospect needs several cases and who you are, use Credentials Deck.

## Inputs
- The Case Study Source File, with its permissions and do-not-claim list
- Who will read this page and the situation they are in, in a line
- Your colours and font, or an existing one-pager whose layout you like
If you have none of this, I run a ten-minute version of the interview and mark the page "first draft, permissions not confirmed".

## Approach
A one-page case structure, described generically: the change in the title, a short before, what was done, defended results, one real quote, one step for the reader. It is written only from the source file. The trap is padding: a second figure added to balance the layout, a quote smoothed into marketing language, and a prospect who later asks the client about either. Built as a document in Claude Docs (beta) or as a PDF or DOCX file through file creation.

## Workflow
1. Ask at most three questions: who will read it, whether the client may be named on a document that leaves your hands (a different question from your website), and your colours if they are not in the file.
2. Title: the change, in the client's terms, under twelve words. Never the client's name as the title, never "Case study:".
3. Before, in two or three sentences, written so this reader recognises their own situation. Choose which true detail leads; never bend a fact to mirror the prospect.
4. What was done: three moves, one line each, from the turn in the source file.
5. Results: one to three figures, only rows with a defender, each with base and period. One defended figure means one figure. None means a sentence on what changed, and the page stays honest.
6. Quote: exactly as said and approved, speaker by role. If none is approved, the space closes; nothing fills it.
7. Check every line against the source file and the do-not-claim list, then build the page: one page, readable in black and white, your colours. List each figure with its source row in the chat so you can check it in a minute.

## Output Format
```markdown
# Case Study One-Pager
**Built from:** Case Study Source File, [project], [date] | **For:** [reader role]
## [The change, in the client's terms]
**The client:** [at the approved naming level, by role and problem]
## Before
[Two or three sentences]
## What was done
- [Move one]
- [Move two]
- [Move three]
## Results
| Figure | Base and period |
|---|---|
| [defended figure] | [from x to y over period] |
## In their words
"[Approved quote]", [role]
## Talk to us
[One line and one contact]
## Decision
[You] confirm naming level and every figure against the source file before the page goes to [prospect role] on [date].
```

## Done When
- Every sentence traces to the source file; nothing comes from anywhere else
- Each figure on the page has a defender, a base and a period
- Naming and logo are at the level the client approved for documents that leave your hands
- It fits one page and reads in black and white

## Quality Bar
- The title is the change, not the client's name
- No figure is rounded, enlarged or added to fill a box; a missing item stays a [placeholder] or is cut
- Client people by role only; nothing describes anyone's competence
- Written only from the source file; nothing added.

## Next
Run win-credentials-deck (Credentials Deck) to put your best cases in front of a prospect.

## About the makers

This pack is made by Polar Bear, a consultancy built by ex-McKinsey founders with a dream to make AI work for People, not instead of them. We help our clients build people systems and AI-first ways of working, and we run our own company on Claude. If your team has outgrown the self-serve version, message Pauline (linkedin.com/in/paulinebertry).