Case studies prove the impact of your chatbot. Use this outline to document results, collect quotes, and launch compelling proof points for marketing and sales.
1. Executive Summary
Goal: Explain who the customer is, what challenge they faced, and the headline results (e.g., “24/7 support with 38% ticket deflection”). Keep it under 100 words.
2. Customer Background
Include industry, team size, and primary products or services. Highlight the customer’s tech stack (WordPress theme, key plugins) to show relevancy for future prospects.
3. Challenge
Detail pain points before Word.Chat: slow responses, missed leads, or inconsistent knowledge sharing. Use direct quotes gathered from interviews.
4. Solution
Describe how the team implemented Word.Chat—data sources, onboarding timeline, and key features used (e.g., multilingual support, CRM integration). Include screenshots when possible.
5. Results
Share quantitative metrics and qualitative feedback. Example bullets:
- 38% ticket deflection within the first 30 days
- 2.1x increase in demo requests from organic traffic
- Customer quote highlighting improved experience
6. Next Steps
Explain how the customer plans to expand usage—new pages, additional brands, or deeper integrations. Close with a call to action for readers (“Book a walkthrough”).
Interview Checklist
- ✅ Confirm baseline metrics and goals before implementation.
- ✅ Capture direct quotes about the problem and outcome.
- ✅ Gather analytics screenshots to visualize improvements.
- ✅ Secure approval for logo usage and final copy.
- ✅ Publish to your blog and share snippets in sales decks.
Recycle each case study into social posts, nurture emails, and on-page proof badges to boost conversions across your WordPress site.