|
1 | | ---- |
2 | | -name: agentic-case-study-skill |
3 | | -description: >- |
4 | | - Create CompleteTech LLC case studies, testimonials, and proof assets for completed agentic development engagements, including intake questionnaires, outcome interview guides, anonymized and named-client case studies, before/after workflow summaries, implementation stories, technical notes, risk/control summaries, approval-gate summaries, evaluation results, testimonial requests/drafts, proof libraries, sales one-pagers, website stories, LinkedIn posts, nurture emails, referral blurbs, portfolio entries, pitches, award submissions, press releases, quote approvals, and anonymization checks. Use after delivery when Codex needs to package verified client-approved outcomes without exposing confidential details or inventing proof. |
5 | | -version: 1.0.0 |
6 | | -metadata: |
7 | | - openclaw: |
8 | | - skillKey: agentic-case-study-skill |
9 | | - homepage: https://github.com/CompleteTech-LLC/agentic-case-study-skill |
10 | | - requires: |
11 | | - bins: |
12 | | - - python3 |
13 | | ---- |
14 | | - |
15 | | -# Agentic Case Study Skill |
16 | | - |
17 | | -## Purpose |
18 | | - |
19 | | -Create case studies, testimonials, and proof assets after CompleteTech LLC agentic development delivery, using only verified and client-approved facts. |
20 | | - |
21 | | -## System Boundary |
22 | | - |
23 | | -This skill owns approved outcome packaging and reusable proof after delivery. Use `agentic-delivery-skill` for raw delivery evidence, `agentic-customer-success-skill` for relationship and approval routing, and `agentic-email-skill` only for messages that request approval or share the proof. Do not turn internal notes, unapproved metrics, private client details, or speculative outcomes into public proof. |
24 | | - |
25 | | -## Core Workflow |
26 | | - |
27 | | -1. Identify the proof need: intake, interview, internal brief, anonymized/public case study, sales asset, social post, quote, referral, award, press, or approval checklist. |
28 | | -2. Gather verified facts: client approval status, workflow, before state, implementation, controls, evaluation evidence, qualitative observations, measured outcomes, quotes, confidentiality constraints, and allowed attribution. |
29 | | -3. Use `references/use-case-decision-table.md` to choose the right proof artifact. |
30 | | -4. Use `references/proof-positioning.md` for CompleteTech LLC proof language, evidence rules, and anonymization guardrails. |
31 | | -5. Use `references/proof-catalog.md` for the near-exhaustive proof asset library. |
32 | | -6. Distinguish measured outcomes from qualitative observations. Do not fabricate ROI, savings, approvals, quotes, metrics, regulated-use assurances, legal claims, or client facts. |
33 | | - |
34 | | -## Proof Asset Selection Guide |
35 | | - |
36 | | -- Starting proof collection: use `case-study-intake-questionnaire`. |
37 | | -- Interviewing client stakeholders: use `client-outcome-interview-guide`. |
38 | | -- Internal sales enablement: use `internal-case-study-brief`. |
39 | | -- Confidential client or sensitive details: use `anonymized-case-study`. |
40 | | -- Client approved public attribution: use `public-named-client-case-study`. |
41 | | -- Show process change: use `before-after-workflow-summary`. |
42 | | -- Tell delivery narrative: use `implementation-story`. |
43 | | -- Technical buyer proof: use `technical-implementation-note`. |
44 | | -- Governance proof: use `risk-control-summary`. |
45 | | -- Approval workflow proof: use `human-approval-gate-summary`. |
46 | | -- Evaluation evidence: use `evaluation-results-summary`. |
47 | | -- Ask for testimonial: use `testimonial-request`. |
48 | | -- Draft testimonial for approval: use `testimonial-draft`. |
49 | | -- Build reusable proof snippets: use `proof-point-library`. |
50 | | -- Sales handout: use `sales-one-pager`. |
51 | | -- Website page: use `website-case-study`. |
52 | | -- Social post: use `linkedin-post`. |
53 | | -- Nurture campaign: use `email-nurture-story`. |
54 | | -- Referral ask: use `referral-enablement-blurb`. |
55 | | -- Portfolio listing: use `portfolio-entry`. |
56 | | -- Speaking or podcast outreach: use `speaker-podcast-pitch`. |
57 | | -- Award entry: use `award-submission-draft`. |
58 | | -- Press announcement: use `press-release-draft`. |
59 | | -- Quote approval: use `customer-quote-approval-checklist`. |
60 | | -- Confidentiality review: use `confidentiality-and-anonymization-checklist`. |
61 | | -- Short proof for proposal/email reuse: use `micro-proof-snippet`. |
62 | | -- Internal proof QA: use `proof-approval-status-tracker`. |
63 | | - |
64 | | -When several artifacts fit, choose the safest asset that matches approval status. If client approval is unknown, use internal or anonymized artifacts and run the approval/anonymization checklist before public use. |
65 | | - |
66 | | -## Quality Rules |
67 | | - |
68 | | -- Use only verified, client-approved facts. |
69 | | -- Separate measured outcomes from qualitative observations. |
70 | | -- Preserve confidential details and anonymize when required. |
71 | | -- Keep the CompleteTech LLC frame: bounded workflow implementation, human approval gates, evaluation, monitoring, documentation, support, and handoff. |
72 | | -- Do not imply regulated-use approval, legal conclusions, or guaranteed outcomes. |
73 | | -- Use `TBD`, "not approved for public use", or "client approval required" where facts or permissions are missing. |
74 | | - |
75 | | -## Resource Guide |
76 | | - |
77 | | -- `references/proof-positioning.md`: load for evidence rules, brand language, and anonymization boundaries. |
78 | | -- `references/use-case-decision-table.md`: load when choosing a proof artifact. |
79 | | -- `references/proof-lifecycle.md`: load for flow from outcome collection through public proof approval. |
80 | | -- `references/proof-catalog.md`: load for the near-exhaustive proof asset templates. |
81 | | -- `references/template-index.json`: machine-readable template metadata used by the renderer. |
82 | | -- `scripts/render_proof.py`: list proof assets or render a draft with placeholders. |
83 | | - |
84 | | -## Renderer |
85 | | - |
86 | | -```bash |
87 | | -python3 scripts/render_proof.py --list |
88 | | -python3 scripts/render_proof.py --stage case_study --list |
89 | | -python3 scripts/render_proof.py --template anonymized-case-study --var workflow="support triage" |
90 | | -``` |
91 | | - |
92 | | -Rendered artifacts are drafts. Replace placeholders with verified facts and confirm approval status before publishing or sending externally. |
93 | | - |
94 | | -## Rendering to a Branded PDF |
95 | | - |
96 | | -Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
97 | | - |
98 | | -```bash |
99 | | -pip install -r requirements.txt |
100 | | -python3 scripts/render_proof.py --template public-named-client-case-study \ |
101 | | - --out artifact.pdf --png artifact.png \ |
102 | | - --title "Customer Support Email Triage Agent" --doc-type "CLIENT CASE STUDY" \ |
103 | | - --subtitle "Northwind Trading Co. × CompleteTech LLC" --meta "CASE NO.=CASE-2026-007" --meta "DATE=2026-07-01" \ |
104 | | - --var client_name="Client Name" --var workflow="support triage" |
105 | | -``` |
106 | | - |
107 | | -- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
108 | | -- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
109 | | -- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
| 1 | +--- |
| 2 | +name: agentic-case-study-skill |
| 3 | +description: >- |
| 4 | + Create CompleteTech LLC case studies, testimonials, and proof assets for completed agentic development engagements, including intake questionnaires, outcome interview guides, anonymized and named-client case studies, before/after workflow summaries, implementation stories, technical notes, risk/control summaries, approval-gate summaries, evaluation results, testimonial requests/drafts, proof libraries, sales one-pagers, website stories, LinkedIn posts, nurture emails, referral blurbs, portfolio entries, pitches, award submissions, press releases, quote approvals, and anonymization checks. Use after delivery when Codex needs to package verified client-approved outcomes without exposing confidential details or inventing proof. |
| 5 | +version: 1.0.0 |
| 6 | +metadata: |
| 7 | + openclaw: |
| 8 | + skillKey: agentic-case-study-skill |
| 9 | + homepage: https://github.com/CompleteTech-LLC/agentic-case-study-skill |
| 10 | + requires: |
| 11 | + bins: |
| 12 | + - python3 |
| 13 | + install: |
| 14 | + - kind: uv |
| 15 | + package: reportlab>=4.0 |
| 16 | + - kind: uv |
| 17 | + package: pyyaml>=6.0 |
| 18 | +--- |
| 19 | + |
| 20 | +# Agentic Case Study Skill |
| 21 | + |
| 22 | +## Purpose |
| 23 | + |
| 24 | +Create case studies, testimonials, and proof assets after CompleteTech LLC agentic development delivery, using only verified and client-approved facts. |
| 25 | + |
| 26 | +## System Boundary |
| 27 | + |
| 28 | +This skill owns approved outcome packaging and reusable proof after delivery. Use `agentic-delivery-skill` for raw delivery evidence, `agentic-customer-success-skill` for relationship and approval routing, and `agentic-email-skill` only for messages that request approval or share the proof. Do not turn internal notes, unapproved metrics, private client details, or speculative outcomes into public proof. |
| 29 | + |
| 30 | +## Core Workflow |
| 31 | + |
| 32 | +1. Identify the proof need: intake, interview, internal brief, anonymized/public case study, sales asset, social post, quote, referral, award, press, or approval checklist. |
| 33 | +2. Gather verified facts: client approval status, workflow, before state, implementation, controls, evaluation evidence, qualitative observations, measured outcomes, quotes, confidentiality constraints, and allowed attribution. |
| 34 | +3. Use `references/use-case-decision-table.md` to choose the right proof artifact. |
| 35 | +4. Use `references/proof-positioning.md` for CompleteTech LLC proof language, evidence rules, and anonymization guardrails. |
| 36 | +5. Use `references/proof-catalog.md` for the near-exhaustive proof asset library. |
| 37 | +6. Distinguish measured outcomes from qualitative observations. Do not fabricate ROI, savings, approvals, quotes, metrics, regulated-use assurances, legal claims, or client facts. |
| 38 | + |
| 39 | +## Proof Asset Selection Guide |
| 40 | + |
| 41 | +- Starting proof collection: use `case-study-intake-questionnaire`. |
| 42 | +- Interviewing client stakeholders: use `client-outcome-interview-guide`. |
| 43 | +- Internal sales enablement: use `internal-case-study-brief`. |
| 44 | +- Confidential client or sensitive details: use `anonymized-case-study`. |
| 45 | +- Client approved public attribution: use `public-named-client-case-study`. |
| 46 | +- Show process change: use `before-after-workflow-summary`. |
| 47 | +- Tell delivery narrative: use `implementation-story`. |
| 48 | +- Technical buyer proof: use `technical-implementation-note`. |
| 49 | +- Governance proof: use `risk-control-summary`. |
| 50 | +- Approval workflow proof: use `human-approval-gate-summary`. |
| 51 | +- Evaluation evidence: use `evaluation-results-summary`. |
| 52 | +- Ask for testimonial: use `testimonial-request`. |
| 53 | +- Draft testimonial for approval: use `testimonial-draft`. |
| 54 | +- Build reusable proof snippets: use `proof-point-library`. |
| 55 | +- Sales handout: use `sales-one-pager`. |
| 56 | +- Website page: use `website-case-study`. |
| 57 | +- Social post: use `linkedin-post`. |
| 58 | +- Nurture campaign: use `email-nurture-story`. |
| 59 | +- Referral ask: use `referral-enablement-blurb`. |
| 60 | +- Portfolio listing: use `portfolio-entry`. |
| 61 | +- Speaking or podcast outreach: use `speaker-podcast-pitch`. |
| 62 | +- Award entry: use `award-submission-draft`. |
| 63 | +- Press announcement: use `press-release-draft`. |
| 64 | +- Quote approval: use `customer-quote-approval-checklist`. |
| 65 | +- Confidentiality review: use `confidentiality-and-anonymization-checklist`. |
| 66 | +- Short proof for proposal/email reuse: use `micro-proof-snippet`. |
| 67 | +- Internal proof QA: use `proof-approval-status-tracker`. |
| 68 | + |
| 69 | +When several artifacts fit, choose the safest asset that matches approval status. If client approval is unknown, use internal or anonymized artifacts and run the approval/anonymization checklist before public use. |
| 70 | + |
| 71 | +## Quality Rules |
| 72 | + |
| 73 | +- Use only verified, client-approved facts. |
| 74 | +- Separate measured outcomes from qualitative observations. |
| 75 | +- Preserve confidential details and anonymize when required. |
| 76 | +- Keep the CompleteTech LLC frame: bounded workflow implementation, human approval gates, evaluation, monitoring, documentation, support, and handoff. |
| 77 | +- Do not imply regulated-use approval, legal conclusions, or guaranteed outcomes. |
| 78 | +- Use `TBD`, "not approved for public use", or "client approval required" where facts or permissions are missing. |
| 79 | + |
| 80 | +## Resource Guide |
| 81 | + |
| 82 | +- `references/proof-positioning.md`: load for evidence rules, brand language, and anonymization boundaries. |
| 83 | +- `references/use-case-decision-table.md`: load when choosing a proof artifact. |
| 84 | +- `references/proof-lifecycle.md`: load for flow from outcome collection through public proof approval. |
| 85 | +- `references/proof-catalog.md`: load for the near-exhaustive proof asset templates. |
| 86 | +- `references/template-index.json`: machine-readable template metadata used by the renderer. |
| 87 | +- `scripts/render_proof.py`: list proof assets or render a draft with placeholders. |
| 88 | + |
| 89 | +## Renderer |
| 90 | + |
| 91 | +```bash |
| 92 | +python3 scripts/render_proof.py --list |
| 93 | +python3 scripts/render_proof.py --stage case_study --list |
| 94 | +python3 scripts/render_proof.py --template anonymized-case-study --var workflow="support triage" |
| 95 | +``` |
| 96 | + |
| 97 | +Rendered artifacts are drafts. Replace placeholders with verified facts and confirm approval status before publishing or sending externally. |
| 98 | + |
| 99 | +## Rendering to a Branded PDF |
| 100 | + |
| 101 | +Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
| 102 | + |
| 103 | +```bash |
| 104 | +pip install -r requirements.txt |
| 105 | +python3 scripts/render_proof.py --template public-named-client-case-study \ |
| 106 | + --out artifact.pdf --png artifact.png \ |
| 107 | + --title "Customer Support Email Triage Agent" --doc-type "CLIENT CASE STUDY" \ |
| 108 | + --subtitle "Northwind Trading Co. × CompleteTech LLC" --meta "CASE NO.=CASE-2026-007" --meta "DATE=2026-07-01" \ |
| 109 | + --var client_name="Client Name" --var workflow="support triage" |
| 110 | +``` |
| 111 | + |
| 112 | +- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
| 113 | +- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
| 114 | +- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
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