Set up your client project: case study template, brand voice, and the numbers behind the win
A Juma Project is a shared space where the team keeps everything Juma needs to write for a client. Build one project per client, add these items once, and every case study comes out in the right format and the right voice without re-briefing. The more the team adds over time, the less each new case study needs explained from scratch.
What to add
Case Study Template
The structure the team's case studies follow: section order, length, and where the quotes and the results table sit. With this in the project, every case study matches the format the client and the site already use instead of Juma's default layout.
Brand Voice Guide
How the client sounds across channels: tone, vocabulary, and the words to avoid. Every draft, from the About section to the pull quotes, comes out in the right voice from the first pass.
Results & Metrics
The confirmed numbers behind the win: before-and-after figures, the time period, and where each figure came from. Juma builds the results table from real data and sources each claim, so nothing in the study is invented.
Customer Quotes & Interviews
Approved testimonials, interview transcripts, and any quotes the client has already signed off on. Juma places verbatim quotes next to the results they support instead of drafting new ones the client still has to approve.
Guide Juma with project info
Add a short description to each knowledge item in the project's info field so Juma knows what each file is and when to use it. For example:
- Case Study Template: "The layout every case study follows. Match this structure instead of the default."
- Brand Voice Guide: "How we write for this client. Apply to the whole study and the pull quotes."
- Results & Metrics: "Confirmed numbers and their source. Use for the results table; don't estimate past these."
- Customer Quotes & Interviews: "Approved quotes and call transcripts. Pull pull-quotes from here first."
Turn a client win into a published case study
Frequently Asked Questions
How much time does this Flow save compared to writing a case study manually?
A polished customer case study usually takes a marketer four to eight hours across drafting, chasing quotes, and formatting, and often waits weeks on a busy calendar. Juma returns a full first draft in a few minutes: challenge, solution, results table, and pull quotes, structured and ready for the team to review and send to the client.
The saving compounds because the structure stays identical from one case study to the next, so a story that used to sit half-written in a doc actually ships. Strategy, taste, and judgment stay human: the team edits the narrative, confirms the numbers, and gets the client's sign-off before anything goes live. Juma handles the blank-page problem, not the final call.
What's in the case study Juma writes?
The case study includes an About section, the challenge with the symptoms that led to it, why the customer chose the product, a phased solution, a before-and-after results table, attributed pull quotes, and a short What's Next. It comes back as a branded document and a PDF, ready to publish or share.
Every number in the results table is tied to a source, and the pull quotes are attributed to named roles rather than floated anonymously. When the team hands over a real metric, like cycle time down 30% or review rounds down 62%, it anchors the results section. When a figure is still an estimate, Juma labels it so nothing reads as more precise than the data supports.
What if I only have a few rough numbers?
That's enough to start. Give Juma the approximate figures and it writes the results with clear ranges, labels anything estimated, and lists which numbers the client still needs to confirm. The draft is complete enough to review, and nothing is presented as more precise than the data supports.
This is what usually keeps a case study from shipping: the story is ready but two figures are still pending. The Flow lets the team draft now and lock the numbers later. When the confirmed data comes back, drop it in and the ranges become hard results, with the flagged list showing exactly what changed.
Can the case study match our own template and brand voice?
Yes. Add the team's case study template and brand voice guide to the client's Juma project, and every study follows that structure and tone instead of a default layout. Upload a past case study as a reference and Juma matches its section order, length, and level of detail.
This matters most for agencies producing case studies across many clients, where a consistent format is part of the deliverable. One Project per client keeps each brand's template and voice separate, and unlimited seats on every plan mean the whole team can run the Flow without a per-user charge. Juma remembers the format so no one rebuilds it for each new win.
How is this different from writing the case study myself?
Juma handles the first draft, the structure, and the formatting; the team owns the story. It researches the brand, organizes the numbers into a results table, and drafts quotes in the customer's voice, then hands the team a document to shape. Strategy, taste, and judgment stay human, and human review sits on every case study before it's published.
The difference is where the hours go. Instead of spending them on the blank page and the formatting, the team spends them on the parts that need judgment: which result to lead with, which quote lands, and what the client is comfortable putting their name to. Juma delivers a finished asset, not a chat response, so the starting point is a draft to edit rather than an outline to fill in.