How to Turn Client Feedback Into a Case Study Campaign

When to use this workflow

Use this workflow when you have:

• Client feedback
• Customer quotes
• Testimonial notes
• Project results
• Before-and-after details
• A successful implementation
• A customer story
• Screenshots or examples
• A client website
• Sales notes from a customer call

This is especially useful when you know there is a good story, but the raw material is scattered across messages, notes, docs, or calls.

Before you start

Prepare any source material you have.

Useful inputs include:

• Client name
• Client website
• Industry
• Company description
• Original problem
• Why they chose you
• What you helped them do
• Product or service used
• Timeline
• Results
• Metrics
• Client quotes
• Screenshots
• Before-and-after notes
• Any claims that require approval

You do not need all of these. Axy can work from partial notes, but the more context you provide, the stronger the case study will be.

Step 1: Open Custom Campaigns

From your workspace, open the campaign creation area and choose Custom Campaign.

Use this when you want to create a campaign from your own customer proof instead of choosing from Proposed Briefs.

Step 2: Add client feedback and source material

Add the client feedback, project notes, or testimonial content.

You can paste or upload:

• Customer quotes
• Notes from calls
• Client messages
• Project summaries
• Results or metrics
• Before-and-after details
• Implementation notes
• Screenshots
• Relevant links

If you have the client website, add it too. Axy can use the website to understand the client’s business, category, audience, and positioning.

Step 3: Add case study context

Add any extra context that will help Axy tell the story accurately.

Useful context includes:

• What problem did the client have?
• What were they trying to achieve?
• What did your team or product help them do?
• What changed after using your product?
• What results can you mention?
• Which product or feature should the case study highlight?
• Which audience should the case study speak to?
• Are there any sensitive details to avoid?
• Does the client need to approve the final version?

For example:

Step 4: Review the generated case study brief

Axy will turn your inputs into a structured case study brief.

The brief may include:

• Client overview
• Original problem
• Solution used
• Implementation summary
• Key outcomes
• Suggested narrative
• Target audience
• Recommended channels
• Supporting quotes
• Suggested CTA
• Internal link opportunities

Review the brief carefully before generating the full campaign.

Check:

• Is the client described accurately?
• Is the problem clear?
• Are the results correct?
• Are the claims approved or supportable?
• Does the story highlight the right product or service?
• Is the angle relevant to future buyers?
• Are there any details that should be removed?

Step 5: Click Generate

Once the brief looks right, click Generate.

Axy may generate:

• Full case study
• Short case study summary
• LinkedIn case study post
• Founder-led proof post
• X thread
• X proof snippets
• Sales enablement copy
• Customer quote cards
• Follow-up campaign angles
• Internal link suggestions

Axy automatically adapts the campaign to your strategy, channel plans, and channel guidelines.

Step 6: Review the generated case study

Review the case study carefully.

Check:

• Client name
• Industry
• Problem statement
• Solution description
• Product details
• Results
• Metrics
• Quotes
• Timeline
• Claims
• Internal links
• CTA

Case studies need a higher level of factual review than general content.

If you are using client quotes or naming the client publicly, make sure you have approval where needed.

Step 7: Review supporting campaign assets

Axy may also generate supporting content for LinkedIn and X.

Review whether the social assets:

• Use proof accurately
• Avoid overstating results
• Respect client confidentiality
• Link to the case study where relevant
• Match your channel guidelines
• Clearly explain why the story matters
• Use the right CTA

You can edit or remove any asset before approving.

Step 8: Add the campaign to your Marketing Calendar

Once generated, the case study campaign appears in your Marketing Calendar.

From the calendar, you can:

• Review assets
• Edit drafts
• Approve content
• Schedule posts
• Publish or export content
• Coordinate case study promotion
• Save follow-up posts for later

This helps you turn one client story into a coordinated proof campaign.

FAQ

Do I need metrics to create a case study?

No, but metrics help. If you do not have numbers, you can still create a strong qualitative case study using the client’s problem, process, quote, and outcome.

Can Axy use a client website as context?

Yes. Adding the client website helps Axy understand the client’s business, audience, category, and positioning.

Can Axy create a case study from rough notes?

Yes. You can paste rough notes, client messages, or internal summaries. Axy will structure them into a clearer case study brief and campaign.

Should I get client approval before publishing?

Yes, if you are naming the client, using quotes, sharing results, or revealing project details.

Where does the generated case study campaign go?

Generated case study assets are added to your Marketing Calendar for review, editing, approval, scheduling, or export.

Best practices

Add the client’s original problem

The story is stronger when readers understand what was hard before your solution.

Include specific outcomes

Metrics, time saved, visibility improvements, engagement growth, or qualitative wins make the case study more credible.

Use quotes carefully

Client quotes are powerful, but they should be accurate and approved.

Keep the story buyer-relevant

A case study should help future buyers see themselves in the problem and outcome.

Turn proof into multiple assets

A good case study can become a page, LinkedIn post, X thread, sales snippet, and follow-up campaign.