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playbook

Client Success Capture

Case study, testimonial, and referral ask completed

Great results. Happy client.

When to run
"Client engagement is wrapping up"
Time saved
~3 hrs manual → ~1 hr automated (3× faster)
How often
Per client offboarding
Compounds
Each case study builds social proof library for future sales

How it runs

  1. client-offboarding → results summary + testimonial request
  2. Review results, personalise testimonial ask
  3. content-repurposer → turn results into case study draft
  4. Review case study, approve for publishing
  5. social-content → LinkedIn announcement post

Why it matters

  • 3× faster
  • Social proof library grows with every client
  • Referral timing is never missed

What it needs

  • Client name
  • Key results and metrics
  • Client contact for testimonial

What you get

  • Results summary
  • Case study draft
  • Testimonial request
  • LinkedIn announcement post