presentation · Case study

Customer case study template

The case study you send after the pitch: one customer story, personalized for each prospect, with their pain points in a sidebar, a personal note and a savings projection they set themselves.

Start with this template→ Open the live example ↗

app.naimi.ai/summit-gear-co-a40c05

Case study — customer story — real Naimi template, personalized for Summit Gear Co

what’s inside

5 slides, 7 personalized fields, and what happens on the page.

Constructivist — 1920s photomontage in red, black and cream; halftone plates and a red diagonal bar.

Slides

Cover
Challenge
Solution
Results
Your numbers

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Prospect company
Contact
Their pain points, one per line
Personal note
Booking link
Account owner
Owner’s contact

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

“Where you are today” checklist generated from the prospect’s pain points, next to the customer’s original ones
Savings slider the prospect sets to their own volume — saved to the presentation and promoted to their card
Book-a-walkthrough button that only renders when a booking link is set

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Summit Gear Co: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF or an editable PowerPoint.

faq

About this template.

Do I rewrite the story for every prospect?

No. The featured customer, the results and the quote are fixed template content. Per prospect you fill in the company, the contact, their pains and a note, by form or with one sentence to your agent.

What happens when the prospect moves the savings slider?

Their value is saved against the presentation and promoted to their client card, so the next proposal starts from a number they gave you.

Can marketing publish it as a general case study?

Yes. The template can be sent without personalization. When a rep sends it to one named prospect, they see whether it was opened and for how long.

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