Build your case study production tracker.
Keep customer permissions and supporting evidence with each case-study draft.
How to build your case study production tracker
Describe the job
Keep customer permissions and supporting evidence with each case-study draft.
Review the first version
Choose how the campaign manager records the case and how the marketing reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A case study production tracker example
A draft claims a performance improvement that the customer has not substantiated.
Case study production tracker example
- Record
- Case study production tracker · 01
- Owner
- Campaign manager
Current stage · Campaign manager
Open the case
A draft claims a performance improvement that the customer has not substantiated.
Read the full walkthrough
Open the case
A draft claims a performance improvement that the customer has not substantiated.
- Record:
- Case study production tracker · 01
- Owner:
- Campaign manager
Review the publication decision
Remove or hold the claim and retain the source request before reviewing publication.
- Stage:
- Review pending
- Owner:
- Marketing reviewer
Hold the disputed claim
Hold the disputed claim until its source and customer approval are recorded.
- Next action:
- Hold the disputed claim until its source and customer approval are recorded.
- Owner:
- Channel owner
What to include in your case study production tracker
Keep the case in context
Keep case, source evidence, customer approval, draft version, claim review and publication decision together so the next person can understand the request or record.
When the next step needs a decision
A draft claims a performance improvement that the customer has not substantiated. Remove or hold the claim and retain the source request before reviewing publication.
Keep publication decision visible
Hold the disputed claim until its source and customer approval are recorded.
Choose what each person needs
Give the campaign manager a working view and the marketing reviewer a review view. Keep case and source evidence attached to the decision as the work moves between them.
Questions about case study production tracker
Start with case, source evidence, customer approval, draft version, claim review and publication decision. Describe who enters the information and who reviews the next step.