Case Study Opportunities from Agency Research
Purpose: Track potential case study subjects and opportunities identified through agency conversations.
Last Updated: 2026-02-12
Total Opportunities: 3 (1 internal, 2 potential client)
How to Use This Document
- Review for case study development planning
- Track progression from “opportunity” → “active” → “published”
- Connect to sales and content strategy
- Identify proof points needed for specific personas/painpoints
Case Study #1: Brainforge Internal AI Tools
Status: 🔴 URGENT - MUST CREATE
Type: Internal (Brainforge)
Timeline: This week (Feb 12-18)
Why This Matters
Source: Jocelyn (Ayzenberg) specifically asked to see “a case study from us on how we’ve built our tools”
Strategic Value:
- Requested by warm prospect
- Needed for Walmart (Ashley Owen) outreach
- Demonstrates “build for ourselves first” approach
- Proof of 2-week delivery model
- Shows we use what we sell
Audience:
- Mid-Maturity agencies (like Ayzenberg)
- Tech leads and digital transformation leads
- Agency leadership evaluating consultancies
Content Outline
Title Options:
- “How We Built Our Internal AI Knowledge Base in 2 Weeks”
- “From Idea to Launch: Our Internal AI Tools”
- “Building What We Sell: Brainforge’s Internal AI Stack”
Story Structure:
- The Problem: We were facing the same challenges as our clients (slow SOW creation, scattered knowledge, inefficient workflows)
- The Decision: Build for ourselves first, then offer to clients
- The Build: 2-week sprint, tools used (Cursor, Claude, custom), approach
- The Results: Time savings metrics, team adoption, business impact
- The Proof: We use these tools daily (authenticity)
- The Lesson: Fast iteration > perfect planning
Key Metrics to Gather:
- SOW creation time: Before vs. After
- Knowledge base queries per week
- Team adoption rate
- Hours saved per week/month
- Tools built (list with brief descriptions)
Visuals Needed:
- Screenshots of tools in action
- Before/after workflow diagram
- Timeline graphic (2 weeks)
- Metrics dashboard (if available)
Quotes Needed:
- Internal team members on impact
- Example: “This cut my SOW writing time from 4 hours to 30 minutes”
Next Actions
- Gather internal metrics (SOW tool, KB, automation)
- Interview Uttam/team for quotes and examples
- Take screenshots of tools
- Draft case study (1-2 pages)
- Create PDF version (designed, shareable)
- Send to Jocelyn for feedback/sharing
- Share with Ashley Owen (Walmart) via Jocelyn intro or direct
- Publish on LinkedIn as article
- Add to vault:
gtm/content/case-studies/
Owner: Luke
Deadline: Feb 18, 2026
Case Study #2: Ayzenberg Internal Knowledge Base
Status: 🟡 OPPORTUNITY - PENDING ENGAGEMENT
Type: Client (if we win engagement)
Timeline: TBD (depends on project happening)
Opportunity Details
Source: Jocelyn Swift Harjes conversation (2026-02-12)
Project Context:
- Ayzenberg is building internal knowledge base (big project)
- Led by Michael (digital transformation)
- Exploring tools: Cursor, Claude Cowork
- Jocelyn will talk to Michael about working with Brainforge
Potential Engagement:
- 2-week internal knowledge base build
- Implementation support and training
- Integration with existing systems (Soulmates data lake?)
Case Study Value:
- Mid-Maturity agency profile (relatable to many prospects)
- Internal knowledge base use case (high demand)
- 2-week delivery proof
- Entertainment/gaming vertical (unique)
If This Happens: Case Study Plan
Title: “How Ayzenberg Built Their Internal Knowledge Base in 2 Weeks”
Key Angles:
- From Mac-only tools to cross-platform solution
- Speed: 2 weeks vs. year+ with traditional approach
- Breaking down silos (BI, social, brand teams)
- CEO expectation management
Metrics to Capture:
- Implementation timeline
- Team adoption rate
- Time saved on information retrieval
- Cross-functional usage
- Employee satisfaction
Quotes Needed:
- Jocelyn (VP of Insights & Data)
- Michael (Digital Transformation Lead)
- Team members using the system
Next Actions
- Wait for Jocelyn to discuss with Michael
- If project moves forward: Build case study agreement into SOW
- During project: Document process, capture metrics
- After project: Interview stakeholders
- Publish: 30-60 days after project completion
Status: Pending client decision
Follow-up Date: ~Feb 19, 2026 (one week after initial conversation)
Case Study #3: Walmart Internal Agency AI Enablement
Status: 🟢 LONG-SHOT OPPORTUNITY
Type: Potential client (via referral)
Timeline: Unknown (needs introduction)
Opportunity Details
Source: Jocelyn Swift Harjes mentioned Ashley Owen (2026-02-12)
Contact: Ashley Owen
Role: Head of Strategy, Walmart Creative Studio
Context:
- Leading Walmart’s internal agency
- Mission: Reduce dependency on external agencies
- Need: Managing creative tools and workflows
- Working with OMD (media agency)
Potential Engagement:
- AI tool assessment and implementation
- Workflow automation
- Team training and enablement
- Creative operations optimization
Case Study Value:
- MASSIVE: Walmart brand recognition
- Enterprise scale
- Internal agency model (growing trend)
- Multiple use cases (tools, workflows, training)
If This Happens: Case Study Plan
Title: “How Walmart’s Internal Agency Adopted AI in Record Time”
Key Angles:
- Enterprise AI adoption at scale
- Internal agency operations
- Speed to market (Brainforge differentiator)
- Practical implementation over theory
- Team enablement (not replacement)
Metrics to Capture:
- Time savings across teams
- Creative output velocity
- Tool adoption rates
- Cost savings (internal vs. external agency)
- Team satisfaction
Challenges:
- Walmart may restrict public case study (NDA, brand protection)
- May need to anonymize or get extensive approvals
- Long sales cycle for enterprise
Next Actions
- Send case study #1 to Jocelyn to forward to Ashley
- Request introduction to Ashley (via Jocelyn or direct LinkedIn)
- Research Ashley Owen (LinkedIn, background)
- Research Walmart internal agency (press, announcements)
- Prepare outreach (personalized, with case study)
- If meeting happens: Position as advisor/enabler
- If project happens: Build case study rights into contract (negotiate anonymized version if needed)
Owner: Luke (outreach), potentially Uttam (if partnership angle)
Status: Need to establish contact first
Timeline: 3-6 month sales cycle (estimated)
Case Study Pipeline Summary
| Case Study | Type | Status | Timeline | Strategic Value |
|---|---|---|---|---|
| #1: Brainforge Internal Tools | Internal | 🔴 Urgent | This week | High - Needed now |
| #2: Ayzenberg KB | Client | 🟡 Pending | TBD | High - If it happens |
| #3: Walmart Internal Agency | Client | 🟢 Long-shot | 3-6 months | Very High - Brand + trend |
Case Study Prioritization
Immediate (This Week)
- Brainforge Internal Tools - Create and publish
Short-term (Next Month)
- Ayzenberg KB - If engagement happens, plan ahead
- Walmart contact - Establish relationship
Long-term (Next Quarter)
- Additional agency case studies - From new conversations
- Boutique agency - Smaller agency profile (balance portfolio)
Case Study Content Strategy
Portfolio Balance Goals
By Persona:
- Mid-Maturity Agency: Ayzenberg ✅
- Enterprise: Walmart (if happens) ✅
- Early-Stage: [Need to find]
- Tech-Forward: [Need to find]
By Use Case:
- Internal Knowledge Base: Brainforge ✅, Ayzenberg ✅
- Workflow Automation: [Need example]
- Team Enablement: Walmart (potential) ✅
- Client Platform Build: Lilo (existing work) ✅
By Vertical:
- Internal/Consulting: Brainforge ✅
- Entertainment/Gaming: Ayzenberg ✅
- Retail/Enterprise: Walmart ✅
- CPG/DTC: Lilo ✅
Related Documents
- Content Ideas:
applications/content-ideas.md(case studies feed content) - Painpoints Database:
insights/painpoints-database.md(case studies prove solutions) - Personas:
insights/personas.md(case studies map to personas) - SOW Patterns:
applications/sow-patterns.md(case studies inform SOWs)
Changelog
2026-02-12: Initial document created from Ayzenberg conversation. 3 case study opportunities identified (1 urgent, 1 pending, 1 long-shot).