[The customer’s situation.]
[What they wanted to change.]

Sample layout. Replace every bracketed line with real details the customer has approved.

[Customer or description]

Who they are

[Services worked on]

What we covered

[Length of engagement]

How long

Where they started

[Two or three sentences. What the company does, what kind of enquiries it was getting and why that was a problem. Use the customer’s own words where you can.]

What we found

[What a buyer saw before any work was done: the pages, search results, listings or proof that were sending the wrong signal.]

[Finding one]
[Finding two]
[Finding three]

What the team did

[Our role, described plainly. Who on the team handled what, and in what order.]

[Piece of work one
[Piece of work two
[Piece of work three]

[A sentence from the customer, with their name, role and company, shown with permission.]

What changed

[The outcome. Give each figure its starting point and its time period, for example “from X to Y enquiries a month the team could serve, over Z months”. If figures can’t be shared, describe the change in the kind of enquiries.]

[One honest line on what did not change, or what took longer than expected.]

Who this is relevant to

[The kind of company that would recognise this situation: industry, size and the problem they share.]

Services involved: [Service one], [Service two].

A similar situation.

[The customer’s situation in one line, for example: a fulfillment provider getting enquiries too small to take on]

[One sentence on what the team worked on.]

[The customer’s situation.] [What they wanted to change.]