skills/proposal-team/assets/my-case-studies.json

{
  "_instructions": "REQUIRED: Add your past performance and case studies. These are used to demonstrate relevant experience. Update after each win.",
  "_last_updated": "[DATE YOU LAST UPDATED THIS FILE]",

  "case_studies": [
    {
      "case_id": "CASE-001",
      "project_name": "[PROJECT NAME]",
      "client": {
        "name": "[CLIENT NAME or 'Confidential - [Industry]' if NDA]",
        "industry": "[INDUSTRY]",
        "size": "[EMPLOYEE COUNT or REVENUE RANGE]",
        "type": "[Government | Commercial | Nonprofit | etc.]"
      },
      "engagement": {
        "year": "[YEAR]",
        "duration": "[DURATION - e.g., '12 weeks']",
        "value": "[CONTRACT VALUE or 'Confidential']",
        "offering_type": "[CONSULTING | IMPLEMENTATION | TRAINING | FULL]"
      },
      "challenge": "[DESCRIBE THE CLIENT'S CHALLENGE - 2-3 sentences. Be specific about their pain points.]",
      "solution": "[DESCRIBE WHAT YOU DELIVERED - 2-3 sentences. Focus on outcomes, not activities.]",
      "outcomes": {
        "quantified_results": [
          "[RESULT 1 - e.g., '40% reduction in processing time']",
          "[RESULT 2 - e.g., '$500K annual savings']",
          "[RESULT 3 - e.g., '3-month ROI payback']"
        ],
        "qualitative_results": [
          "[QUALITATIVE RESULT - e.g., 'Team adoption exceeded expectations']"
        ]
      },
      "testimonial": {
        "quote": "[CLIENT QUOTE if available, or leave empty]",
        "attribution": "[NAME, TITLE if quote provided]"
      },
      "relevance_tags": ["[TAG1]", "[TAG2]", "[TAG3]"],
      "_instructions_for_tags": "Tags help match this case study to opportunities. Use industry, problem type, solution type, etc."
    },
    {
      "case_id": "CASE-002",
      "project_name": "[PROJECT NAME]",
      "client": {
        "name": "[CLIENT NAME]",
        "industry": "[INDUSTRY]",
        "size": "[SIZE]",
        "type": "[TYPE]"
      },
      "engagement": {
        "year": "[YEAR]",
        "duration": "[DURATION]",
        "value": "[VALUE]",
        "offering_type": "[TYPE]"
      },
      "challenge": "[CHALLENGE DESCRIPTION]",
      "solution": "[SOLUTION DESCRIPTION]",
      "outcomes": {
        "quantified_results": [
          "[RESULT 1]",
          "[RESULT 2]"
        ],
        "qualitative_results": []
      },
      "testimonial": {
        "quote": "",
        "attribution": ""
      },
      "relevance_tags": []
    },
    {
      "case_id": "CASE-003",
      "project_name": "[PROJECT NAME]",
      "client": {
        "name": "[CLIENT NAME]",
        "industry": "[INDUSTRY]",
        "size": "[SIZE]",
        "type": "[TYPE]"
      },
      "engagement": {
        "year": "[YEAR]",
        "duration": "[DURATION]",
        "value": "[VALUE]",
        "offering_type": "[TYPE]"
      },
      "challenge": "[CHALLENGE DESCRIPTION]",
      "solution": "[SOLUTION DESCRIPTION]",
      "outcomes": {
        "quantified_results": [
          "[RESULT 1]",
          "[RESULT 2]"
        ],
        "qualitative_results": []
      },
      "testimonial": {
        "quote": "",
        "attribution": ""
      },
      "relevance_tags": []
    }
  ],

  "reference_contacts": {
    "_instructions": "Clients who have agreed to serve as references",
    "references": [
      {
        "client_name": "[CLIENT NAME]",
        "contact_name": "[CONTACT NAME]",
        "contact_title": "[TITLE]",
        "contact_phone": "[PHONE]",
        "contact_email": "[EMAIL]",
        "relationship": "[How you know them]",
        "best_for": "[What type of opportunity they're best reference for]",
        "notes": "[Any notes about when/how to use this reference]"
      },
      {
        "client_name": "[CLIENT NAME]",
        "contact_name": "[CONTACT NAME]",
        "contact_title": "[TITLE]",
        "contact_phone": "[PHONE]",
        "contact_email": "[EMAIL]",
        "relationship": "[How you know them]",
        "best_for": "[Best for what type of opportunity]",
        "notes": ""
      }
    ]
  },

  "awards_and_recognition": {
    "_instructions": "Awards, certifications, or recognition that strengthen proposals",
    "items": [
      {
        "name": "[AWARD/RECOGNITION NAME]",
        "issuer": "[WHO GAVE IT]",
        "year": "[YEAR]",
        "description": "[Brief description]"
      }
    ]
  }
}