Portfolio Case Study Writer
Added Sep 29, 2026
About This Prompt
This prompt has Claude turn a finished client project into a portfolio case study aimed at the clients you want more of. It leads with the outcome rather than the deliverable, describes the client's problem so similar prospects recognize themselves, and walks through the key decisions you made, including one that did not work if your notes mention it. Results are reported only from the figures you supply, with their time frame and source, and the client is described only as far as their permissions allow. It closes with a paragraph for your target clients, a call to action, and a list of details that would strengthen the piece. Claude is told not to invent results, quotes, or details.
Variables to Customize
[TARGET_CLIENTS]
Your service and the kind of clients you want to attract
Example: I am an email marketing freelancer and want more ecommerce brands doing $1M to $10M a year
[PROJECT_NOTES]
What the client needed, what you did, and what did not work
Example: Skincare brand, about $3M annual revenue. Their welcome email was a single discount-code email. I built a 5-email welcome series segmented by whether the subscriber had bought yet, rewrote the subject lines, and set up a browse-abandonment flow. A quiz-based segmentation flow flopped because too few people finished the quiz, so we dropped it.
[RESULTS]
Figures you can show, with their time frame and source
Example: Welcome-series revenue rose from $4,100 to $11,300 a month, comparing the 3 months before and after launch (their Klaviyo dashboard). Welcome-email unsubscribe rate fell from 1.8% to 0.9% over the same period.
[PERMISSIONS]
What the client has approved you to share
Example: Numbers are fine, but not the brand name. Describe them as a skincare brand.
Tips for Best Results
- Get the client's permission in writing before publishing, and paste exactly what they approved.
- Include the thing that did not work. It shows judgment, which is what prospects are really hiring.
- Write one case study per type of client you want. A prospect should be able to find the one that looks like them.
Example Output
**How a new welcome series nearly tripled a skincare brand's welcome-email revenue** **The situation** A skincare brand doing about $3M a year was welcoming every new subscriber with a single discount-code email. People who had just bought got the same message as people who had only signed up. **The approach** - Split the welcome into a 5-email series, with different paths for subscribers who had bought and those who hadn't. - Rewrote every subject line. - Added a browse-abandonment flow for subscribers who looked at products without buying. - Tried a quiz to segment subscribers by skin type. Too few people finished it, so we dropped it rather than build on thin data. **The result** Comparing the 3 months before and after launch (the brand's Klaviyo dashboard): - Welcome-series revenue rose from $4,100 to $11,300 a month, about 2.8 times as much. - The welcome-email unsubscribe rate halved, from 1.8% to 0.9%. **What this means for you** If your brand sends every new subscriber the same discount, your welcome emails are likely leaving revenue on the table. Splitting them by whether someone has bought yet is often the first fix. **Want to know what your welcome emails could earn? Get in touch.** **Missing from your notes:** how long the project took, and whether the browse-abandonment flow's revenue is included in the welcome-series figure.
Quick Info
- Tool
- Claude
- Category
- Writing
- Difficulty
- intermediate
- Variables
- 4
- Type
- text