Case Study Blueprint: What Goes On It, in Order | Hawk Academy

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The Case Study Blueprint

What a case study needs so ChatGPT recommends you. If your case studies say we grew their traffic and stop there, an AI answer has nothing in them to cite. Here's what to put in one instead: eleven sections, in order, with what goes in each and why.

Buyers ask AI whether you've done a job like theirs, what it got and how long it took. A case study is easier to cite when it answers with numbers someone could check, including the parts that didn't go to plan.

The five from the video

The reel covered five ideas from this blueprint. Here they are with the drawings, in the order they sit on the page.

  1. We grew their traffic crossed out above a page headlined stopping blocked sewers at a 60-bed aged-care home, read by a robot with a magnifying glass.

    Who, what, the result, how long

    A headline that names the client, or the type of client, the job and the result, then two or three sentences on the problem, what you did and the result with its timeframe. We grew their traffic is a claim, not a case study.

  2. A bar chart showing 11 blockages before and 0 after, each over 12 months.

    A number, a starting point, a time

    Every result is a number against a baseline over a stated period, like the twelve months before and the twelve months after. Without all three, a result is hard to check or compare.

  3. A camera at a collapsed section of underground pipe, labelled 6 metres collapsed and plus $6,200 on a $41,500 quote, with a plumber holding a shovel.

    What didn't go to plan

    What didn't go to plan, what you changed, and the limits of the result, like a cost that ran over. It's the easiest part to leave out, and it's why people believe the rest.

  4. A speech bubble reading we used to warn families before every long weekend, we haven't had to since, from Karen Doyle, facilities manager, Wattle Court, with J, Melbourne crossed out.

    A real name on the quote

    A quote in the client's own words, with their name, role and organisation, used with written permission. If a client needs to stay anonymous, say so plainly and keep the records behind the numbers. Initials like J, Melbourne read as made up.

  5. A page hidden behind a padlocked form that says enter your email to read, crossed out, with a robot walking away.

    Never behind a form

    Keep case studies open to read. Asking for an email first puts buyers off, and can stop crawlers reading the page at all.

The drawings use invented example businesses. The figures show the level of detail a page needs, not advice.

The full blueprint, top to bottom

Eleven sections, in the order they sit on the page. The letter in brackets is the part of SOURC-E each one serves: Structure, Offsite, Uniqueness, Relevance, Credibility or Evaluation.

  1. 1

    Headline result (S)

    An H1 that names the client (or the client type, if they asked not to be named), the job and the result. Under it, two or three sentences: who the client is, what the problem was, what you did and the result with its timeframe.

    This is the paragraph an AI is most likely to quote when it recommends you for a similar job. A result without a number, a timeframe and a client type is hard to check or compare.

  2. 2

    Client and context (R)

    A facts strip: the client's industry, size and location, the service, the dates of the work, and what they had tried before coming to you.

    Context lets a buyer judge whether the result applies to them, and lets a model match the story to a similar question.

  3. 3

    The problem (R)

    The problem in the client's words and in measured terms, such as the cost, the downtime or the number of complaints before you started.

    A measured before is what makes the after mean anything.

  4. 4

    What made it hard (R)

    The constraints: budget, deadline, access, regulations, or systems you could not change.

    Constraints show the result was earned in real conditions, and tell a buyer with similar limits that you have handled them before.

  5. 5

    What we did (U)

    The steps you took in order, the decision behind each and why you chose it over the alternatives, and the people who did the work, linked to their profiles.

    Your reasoning is what nobody else can publish. It shows expertise far better than a list of services.

  6. 6

    Results and timeframe (U)

    Results as numbers against a baseline over a stated period, such as before and after over twelve months, in a table or simple chart, with the key figures also written in the text.

    Numbers with a baseline and a period are the ones worth citing. Put the chart's numbers in the text as well, so nobody, and no crawler, has to read them off an image.

  7. 7

    What did not work (C)

    What did not go to plan, what you changed, and the limits of the result, such as a problem it did not fix or a cost that ran over.

    Admitting limits is what makes the numbers believable. It is also the detail a careful buyer looks for first.

  8. 8

    Client quote (O)

    A quote from the client in their own words with their name, role and organisation, and a link to their review on an independent site if they left one.

    A named, attributable voice brings Offsite proof onto your own page. If the client will only appear anonymously, say so, keep the numbers and the context, and keep the records that support them.

  9. 9

    How we measured (C)

    Where each number comes from (the client's records, your job logs, an analytics tool), the period, and anything else that might have caused part of the change.

    A stated method lets a reader check the claim. Numbers with no source read as marketing.

  10. 10

    Permission and dates (C)

    A line saying the client approved the case study and its numbers, the date the work finished and the date the page was last reviewed.

    Permission protects the client relationship and shows the client has approved it. Dates tell a buyer how current the result is.

  11. 11

    Related services (S)

    Links to the service page and location page for this work and to related case studies, and one clear next step with the phone number as text.

    Ties the proof to the service it supports, for buyers and for crawlers, and gives a convinced buyer somewhere to go.

A filled-in example

Riverina Plumbing, Wagga Wagga (an invented business, to show the level of detail). These lines are from a few of the sections: copy the specificity, not the words.

H1
Stopping blocked sewers at a 60-bed aged-care home in Wagga Wagga
Headline result
Wattle Court, a 60-bed aged-care home in Wagga Wagga, had 11 blocked-sewer call-outs in the 12 months before we started, most caused by tree roots in 1970s clay pipe. In March 2025 we relined 134 metres of pipe over five nights, working after 8pm so no resident had to move. It has had no blockages in the 12 months since.
What did not work
Our camera could not get past a 6-metre section under the kitchen. When we opened it up, the pipe had collapsed and could not be relined, so we dug it out and replaced it on the fifth night. That added $6,200 to the $41,500 quote.
Client quote
"We used to warn families before every long weekend that the toilets might back up. We haven't had to since." Karen Doyle, facilities manager, Wattle Court
How we measured
Call-out counts come from Wattle Court's maintenance log, shared with permission, and from our own job records. The home also replaced two old toilets in the same period, which may account for some of the change.

Before you publish

Must-haves

  • The client type, the job, the result and its timeframe are in the first screen, in the HTML your server sends.
  • Every result has a number, a baseline and a period.
  • The page says where each number came from.
  • A section covers what did not work or the limits of the result.
  • The client quote has a real name, role and organisation, used with written permission; if the client must stay anonymous, the page says so and the numbers are backed by records you keep.
  • The people who did the work are named and linked to their profiles.
  • The case study links to the service it proves, and the service page links back.
  • The numbers match everywhere they are repeated: service pages, proposals and sales decks.

Stop doing

  • Initials-only testimonials such as J, Melbourne passed off as a named client; if a case has to be anonymous, say it plainly.
  • Results with no baseline or timeframe, such as a significant increase in enquiries.
  • Case studies locked behind a form: asking for contact details first puts buyers off and can stop crawlers reading them.
  • Stock photos in place of photos of the actual work.
  • Review markup on the client quote (reviews of your own business are not eligible).

Four checks before it goes live

  • The result, the method and the client quote appear in the page source, not behind a form or a script.
  • The client has approved the final text and numbers in writing, and the approval is filed.
  • The people named link to profile pages that list this kind of work.
  • The case study is linked from the service page it proves, and nothing stops it being indexed.

Schema

Missing schema on a case study is a small gap. Article markup with the author and dates is fine if it matches the page, but do not mark up the client quote as a review: reviews of your business on your own site are not eligible. The effort is better spent on the method and the numbers.

How to tell it's working

Once a month, ask these in ChatGPT, Perplexity and Google AI Mode with your details filled in, in a fresh chat each time, and note whether you're named, linked and described correctly.

  • Has [business] done [type of job] for a [client type] like mine?
  • What results did [business] get for [client type], and how long did it take?
  • What did a job like [job] cost, and what pushed the price up?
  • What went wrong on [type of project], and how was it handled?
  • Can I talk to someone [business] has worked for?
  • How does [business] know the results were down to their work?

Ask the buyer questions above in ChatGPT, Perplexity and Google AI Mode once a month and note whether this case study or its numbers are cited.

In GA4, track visits to the case study that go on to the service page and an enquiry.

Ask sales which case studies buyers mention on calls, and review the ones nobody raises.

The free AI Visibility Check skill gives you real customer questions to run in ChatGPT and other AI tools, then scores the answers you paste back.

Free tools for the job

  • Information Gain FinderCompares your content with what's already out there and shows where you add something only you can say.
  • Data PR and Outreach SkillFinds newsworthy stories in your own business data and writes personalised journalist outreach.
  • Review EngineTurns the reviews you already have into a search asset: works out who to ask, writes the outreach, and builds the page they sit on.
  • Author Authority BuilderTurns your authors from byline strings into people AI can check: author pages, Person schema and consistent profiles.
  • AI Visibility Check SkillGives you 8 real customer questions to run in ChatGPT and other AI tools, then scores the answers you paste back and shows who gets recommended instead.

If you change one thing this week

Give your best case study's headline result a number, a starting point and a time period, and take it out from behind any form.

See all six page blueprints