Casestudi.es - Product

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Meet the agents

You'll work directly with Casey, our lead agent, who deploys over a dozen specialist agents to accelerate your customer story workflows.

Video Editor

Cuts engaging video clips from customer interviews to use in case studies & on social

Content Creation

Infographics Creator

Creates data visualizations for the most important talking points in each case study

Content Creation

Customer approval Manager

Solicits and tracks content and legal approvals from customer stakeholders

Customer Relations

social media Producer

Creates customer-centric LinkedIn campaigns for customers and internal thought-leaders

Content Creation

Referral Program Manager

Manages referral program for customers who participate in social campaigns

Customer Relations

Case study prepper

Researches your customers and drafts customer interview questions

Research

executive assistant

Professionally interacts with customers to schedule and prep for interviews

Marketing Ops

case study librarian

Manages your library of case studies by tagging for industry, size, cohort, etc.

Marketing Ops

social listening agent

Listens for news about your customers & recommends social or direct outreach

Research

case study producer

Writes case study narratives and inserts relevant video and infographics

Content Creation

sales team liason

Finds the perfect case study for the sales team to share with a prospect

Research

distribution Manager

Recommends video content posts on GEO-friendly channels like YouTube

Marketing Operations

common questions

We’re here to answer your questions.

Our team is dedicated to helping you social proof though a complete customer stories content pipeline

Can I use pre-recorded customer interviews?

Yes, don't worry if you already have video recordings of past customer interviews! Casestudi.es can ingest MP4 video files of pre-recorded customer interviews to build case studies and customer stories content.

can i make case studies without video or without a video interview?

Generally, the inclusion of rich media makes case studies stronger, but we understand if you or your customers don't want to include video. Instead of a customer interview video, you can upload a PDF doc with as much context as possible. Be sure to include as much qualitative and quantitative data as possible. The best case studies have a strong narrative and measurable metrics or results.

Can I edit the case studies you make for me?

Yes! We use the Webflow API to push our case studies to your Webflow Design app where you can edit copy and add or subtract any visual elements we've built. Once everything looks good, simply hit publish in Webflow to post the case study to your website.

Is my data secure with Casestudi.es?

Security is a non-negotiable. We run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.

How do you track traffic for referrals?

Most of the time, we setup tracking with Google Tag Manager. It's take under 5 minutes to setup during onboarding. If necessary, we will connect with your web or engineering team 1:1 to complete any customer integration required.

How do I ensure the case studies will be on-brand?

During onboarding, you'll tune your brand settings including fixed elements like logos, colors, fonts as well tunable elements like brand voice and tone.

Does it work with CRMs beyond hubspot

At this time, our only CRM integration is HubSpot. We're working on adding new integrations across the board. If you are not a HubSpot user, contact us to discuss customer integrations.

What happens if I dont use webflow?

At this time, our only web publishing integration is Webflow. We're working on adding new integrations across the board. If you are not a Webflow user, contact us to discuss customer integrations.

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