Turn happy customers into published proof — nominate candidates, get approvals, interview, write, and publish, so the proof library keeps growing.
Customer-marketing teams building a library of customer stories.
Quick answer
The Case-study pipeline template is a ready-made workspace for Customer-marketing teams building a library of customer stories.
Case-study pipeline template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Case studies
Acme — 40% faster cycle times case study
Get legal + customer sign-off before publishing the metric.
Secure customer logo + quote approvals
Refresh the proof library on the homepage
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A study moves to 'Interviewing'
Then
Send the customer the interview guide and a recording consent form
When
A study moves to 'Published'
Then
Add it to the proof library and notify sales it's quotable
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
Content calendar
An editorial pipeline from idea to published, with channel labels and a recap loop — your whole content engine on one board.
View templateLaunch plan
A cross-functional launch board — assets, channels, and a go-live checklist — coordinated as one parent issue with sub-issues per workstream.
View templateEvent planning
Coordinate a conference, webinar, or field event end to end — logistics, content, and promotion tracked as one parent project.
View template