A few short questions, plain English, no jargon. Your answers become Claude's standing instructions.
The name of the company or individual the case study is about.
What problem did the client face before the solution? Include context on why it mattered.
What was done? Describe the approach, steps taken, or product/service used.
What changed? Include numbers where you have them — e.g. "reduced processing time by 40%." Flag anything that still needs client confirmation.