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Case Study for Workflows.io

About you

Full Name

Title

Company Name

The challenge

What specific challenge were you facing before working with Workflows?

Why was solving this problem a priority at that moment?

What did you try before? (e.g. internal process, outsourced)

How was this challenge affecting your business/team/customers?

The Decision

How did you find us?

What stood out about our team or offering that made you choose us? What made you feel confident we could solve this problem?

The Solution

What exactly did we do together? (Be as detailed as you like)

How did the process feel — onboarding, communication, collaboration?

Were there any surprises or standout moments in the engagement?

The Results

What changed in your business as a result?

What tangible outcomes (metrics) did you see? (list as many as possible, e.g. pipeline growth, pipeline generated, revenue growth, customer growth, leads generated, time saved, conversion rate increase)

Any specific wins you can highlight?

How did your team or customers react to the work?

The Relationship

What’s it like working with us day-to-day? How are we different from other teams, freelancers, or agencies you’ve worked with?

Looking Forward

Would you recommend us? If so, what would you tell someone considering working with us?

If you had to sum up the experience in 1-2 sentences, what would you say? (Think: the kind of thing we might feature at the top of the case study)

Permission

Can we use your name, title, company, and testimonial publicly?

Can we use your name, title, company, and testimonial publicly?

Yes

No