Record the baseline
Capture the same operating measures you will revisit after implementation.
- Client onboarding time and missing inputs
- Overdue work, approval delays and reporting effort
- Client response time and account-health concerns
Agency case study measurement plan
A strong case study starts before implementation. Record the baseline, define the measurement method and ask permission before publishing a name or result.
Measure the change
Use the same definitions and time window after rollout.
- Record the thirty-day and ninety-day result
- Separate product changes from staffing or scope changes
- Keep screenshots or exports supporting each number
Publish with permission
Turn evidence into a clear account of the change.
- Explain the starting problem and installed process
- Show measured results with dates and definitions
- Get written approval for every quote, logo and named result
Apply it to your agency
Get your agency report See which public parts of your client journey need attention.
Start with a clear view