Case study template

Template — fill after pilot

The shape of a Northbench case study.

Reusable template the owner fills in after the first pilot. Every value on this page is placeholder copy — each bracketed slot carries its own drop-in marker so the real numbers, narrative, and testimonial are obvious once the pilot completes.

Client

Drop in

[Client name]

Vertical

Drop in

[Vertical]

Team size

Drop in

[Team size]

Workflow automated

Drop in

[Workflow automated]

The numbers

Baseline → after ninety days

Each metric is reported in the monthly outcome review against the four-week baseline. Brand-600 is the after-state. Replace every bracketed value below with the numbers from your first pilot’s ninety-day report.

Metric
Before — 4-week baseline
After — 90-day

Lead-response time

[~4 hours, e.g.]

Drop in

[< 10 minutes, e.g.]

Drop in

Hours saved

[14 hrs/week, e.g.]

Drop in

[1.5 hrs/week, e.g.]

Drop in

Error rate

[~7%, e.g.]

Drop in

[< 0.5%, e.g.]

Drop in

Monthly workflow cost

[$3,200 / month, e.g.]

Drop in

[$480 / month, e.g.]

Drop in

What happened

Problem → audit → implementation → result

The four beats every case study lands in. Each block carries a drop-in marker so the owner can see where to fill in real pilot copy.

Problem

Drop in

Describe the workflow as it ran before — what slipped, where the cost sat. Two to three sentences.

Audit

Drop in

Describe the two-week paid audit — what was measured, what the written brief concluded. Two to three sentences.

Implementation

Drop in

Describe the build — what was instrumented end-to-end, who owns the on-call, where the workflow runs. Two to three sentences.

Result

Drop in

Describe the result in the operator’s language — response latency, hours reclaimed, error rate, monthly cost. Two to three sentences.

In their words

[Testimonial quote — drop in the operator’s direct quote after the pilot closes.]

Drop in

[Client contact name]

Drop in

[Title, Company]

Drop in

Next step

See your own numbers written up like this.

Two weeks. A written brief with specific recommendations and a monthly cost estimate. Fully refundable against a Northbench implementation within 60 days.

Book a paid audit →
Template — fill after pilot