The Case Study Swipe File
72 annotated case studies across B2B, agency, UX and consulting — each dissected for its structure, the metric that carries it, and the point where a reader stops believing it.
Key Capabilities & Features:
- •Every study carries the same three annotations — the structure it uses, the single metric holding it up, and the exact sentence where a sceptical reader stops believing it
- •Eighteen failures included, because a file of only winners teaches you to copy the surface and miss which variable did the work
- •A dedicated section comparing eight studies purely on how they present numbers — stated baseline, percentage versus absolute, disclosed timeframe
- •Attribution language for the common honest case: you contributed to a result you did not solely cause
- •Written examples, not collected ones — nothing here is a real company's published case study reproduced without permission
One-time payment • Lifetime access & future updates
What's Inside
6 modules72 examplesEvery module below is included in the single purchase.
- 1
B2B SaaS
12 examplesTwelve studies where the buyer is a committee — problem framed in the language of the economic buyer, and the metric chosen because finance recognises it.
- 2
Agency & Services
12 examplesTwelve studies selling judgement rather than software, where the client's before-state is the whole argument and attribution is genuinely contested.
- 3
UX & Product
12 examplesTwelve studies written for a portfolio or a hiring panel, where process is the product and the outcome is often qualitative.
- 4
Ecommerce & DTC
10 examplesTen studies with clean numbers and a seasonality trap — the before-and-after that is really a Q4 effect, and how honest ones handle it.
- 5
The Metric Section
8 examplesEight studies compared purely on how they present numbers — baseline stated or omitted, percentage versus absolute, timeframe disclosed or hidden.
- 6
The Failure Catalogue
18 examplesEighteen case studies that look professional and persuade nobody, each with the specific sentence where the reader disengages.
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Frequently Bought Together
Technical Specifications
Architecture & System Overview
A case study fails at one specific sentence. Usually it is the one where a percentage appears without a baseline, or where a result is claimed that the work could not plausibly have caused alone. Everything after that sentence is read as marketing.
The Case Study Swipe File is 72 annotated studies across B2B SaaS, agency and services, UX and product, and ecommerce — plus a metric section and a failure catalogue. Each one carries three notes: the structure it uses, the single metric holding it up, and the point where a sceptical reader disengages.
Eighteen of the seventy-two are failures. They are professional, well-formatted, and persuade nobody, and each is marked with the exact clause that loses the reader. That contrast is what makes the working ones legible — a file of only successes teaches you to imitate surface features without knowing which variable mattered.
The metric section takes eight studies describing similar results and compares them purely on presentation: whether a baseline is stated, whether the figure is a percentage or an absolute, whether the timeframe is disclosed. The same underlying result reads as impressive or evasive depending entirely on those three choices.
And there is a section on attribution — how to write honestly about an outcome you contributed to but did not solely cause, which is the situation most real engagements are actually in.
The examples are written rather than collected. Circulating other companies' published case studies without permission is the norm in this category and not something worth selling.
Pairs with The B2B Sales System and The Agency & Consultant System if you want prompts that interview a client and draft from the transcript.
Compare with Similar AI Templates
| Specification | ||||
|---|---|---|---|---|
| Customer Rating | 4.9(26) | 5(1) | 4.92(25) | 4.93(26) |
| AI Models | GPT-5, Claude Opus 5, Gemini 3.7 Flash | ChatGPT, Claude | No AI tool required | No AI tool required |
| Formats Included | PDF Swipe File | Markdown Prompt Pack (Free) | 74-Page PDF Playbook + 23 Worksheets | 68-Page PDF Playbook + 20 Worksheets |
| Lifetime Updates | Yes | Yes | Yes | Yes |
| Creator Rating | Marcus Sterling (99.4%) | Marcus Sterling (99.1%) | PromptWolf (99.2%) | Dr. Lucas Vance (99.2%) |
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Verified User Feedback
The attribution entry changed how we write all of them
We had been claiming the biggest number anywhere near our work. Reading entry 61 was uncomfortable — that was exactly us. Rewrote three case studies to claim less and two prospects have since quoted them back to me.
340% means your baseline was tiny
I will never write an unanchored percentage again. The side-by-side in the metric section makes it obvious in a way no amount of advice did.
The UX section is written for portfolios
Most case study advice assumes you are selling something. The UX section knows the reader is a hiring panel and that process matters more than outcome there. That distinction is missing everywhere else.
You still have to write the thing
It teaches you to recognise good and bad, which is genuinely valuable, but there is nothing to run. I bought the Agency toolkit alongside for the interview prompts and the two together work well.
Frequently Asked Questions
Are these real case studies from real companies?
No, and deliberately. Circulating other companies' published case studies without permission is normal in this category and not something worth selling. These are written to isolate one structural lesson each, which teaches the pattern more clearly than a real document confounding five variables at once.
Why include eighteen failures?
Because the failures are the ones you are currently writing. Every failure entry is professional, well formatted and plausible — that is the point. Seeing the specific clause where a reader disengages is more useful than another example of something already working.
Do I need an AI tool?
No. This is a reading and reference product. If you want prompts that interview a client and draft a case study from the transcript, that is in The B2B Sales System and The Agency & Consultant System.
Is it useful for a portfolio rather than for sales?
Yes — the UX and Product section is written for that reader specifically. A hiring panel judges process and decision-making, where a prospect judges outcome. The annotations mark which studies work for which audience, because a study built for one reads badly to the other.