6.7 KiB
Dealix — Case Study Template
Fill this within 48 hours of first pilot success. Publish within 7 days. Every new customer after = publish theirs too.
The #1 sales asset is a real customer story. One real case study = worth 100 cold DMs.
Pre-flight checklist (before writing)
- Customer pilot completed (7+ days of usage)
- Customer gave verbal permission to use their story
- At least 3 metrics captured (response time, leads handled, demos booked)
- At least 1 quote from the customer (voice message or text)
- Customer's logo + permission to use it (email confirmation)
- Specific before/after numbers
Case Study — Template
[Company Name] cut response time from [X hours] to [Y seconds] with Dealix
[Subtitle: specific outcome — "Booked 12 demos in 7 days" or "Closed 3 new customers in first month"]
The Company
Name: [Name] Sector: [Saudi SaaS / F&B / Proptech / ...] Size: [X employees] Location: [Riyadh / Jeddah / Dammam / etc.] Website: [URL]
[One paragraph about what they do, in simple language.]
The Challenge
[Write 2-3 sentences describing the specific pain point. Avoid generic "we needed to grow sales." Get specific: which lead source? How many leads? What was bleeding?]
Key numbers before Dealix:
- Monthly leads: [X]
- Average response time: [Y hours]
- Demo booking rate: [%]
- Lead-to-customer conversion: [%]
The Solution
[2-3 sentences: what specifically Dealix did for them. Which channels? What was configured? Manual vs automated?]
Pilot scope:
- Duration: [7 days / X weeks]
- Leads handled: [X]
- Channels: [WhatsApp / Email / Web chat / LinkedIn]
- Integration: [HubSpot / Salesforce / Calendly / none]
The Results
After Dealix (7 days):
| Metric | Before | After | Change |
|---|---|---|---|
| Avg response time | [X] | [Y] | [Δ%] |
| Leads qualified | [X] | [Y] | [Δ%] |
| Demos booked | [X] | [Y] | [Δ%] |
| Arabic conversations/day | [X] | [Y] | [Δ%] |
| CSAT (customer satisfaction) | [X/10] | [Y/10] | [Δ] |
Revenue impact (extrapolated):
- Recovered leads: [X per month]
- Estimated new revenue: [Y SAR/month]
- ROI: [pilot cost vs. recovered revenue]
In Their Words
"[Direct quote from the customer — 1-3 sentences. Arabic preferred for Saudi audience, with English translation if needed]"
— [Customer name, Title], [Company]
[Optional: photo of the customer with permission, or logo]
What Dealix Did Differently
3 specific things that made this work:
- [Differentiator 1] — e.g., "Arabic Khaliji tone customized for [Company]'s brand voice"
- [Differentiator 2] — e.g., "Response time under 45 seconds on WhatsApp, 24/7"
- [Differentiator 3] — e.g., "Qualified leads only — sales team didn't waste time on tire-kickers"
The Path Forward
[1-2 sentences: what's next for the customer?]
Next steps:
- [e.g., "Upgrading from Pilot to Starter (999 SAR/month)"]
- [e.g., "Expanding to email + LinkedIn channels"]
- [e.g., "Training Dealix on 3 new product categories"]
For Companies Like [Customer]
If you're a [Saudi SaaS / F&B / Proptech / ...] company with similar challenges:
- Pilot: 1 SAR × 7 days, refund 100% if not satisfied
- Book demo: https://calendly.com/sami-assiri11/dealix-demo
- Read other case studies: https://dealix.me/customers
Published [Date] · [Word count] · Written by Sami Assiri, Dealix Founder
Publishing workflow
Phase 1 — Within 48 hours of pilot completion
- Customer confirms metrics in writing (email/WhatsApp)
- Schedule 15-min interview call to get 1-3 direct quotes
- Request logo + permission to use (written confirmation)
- Draft case study in this template
- Send draft to customer for approval
Phase 2 — Within 7 days
- Customer approves final draft (written)
- Publish on dealix.me/case-studies/[customer-slug]
- Post LinkedIn announcement with customer tagged (with permission)
- Post X/Twitter thread with key metrics
- Send to email list (once email list exists)
- Add to partner enablement kit
- Reference in next 10 sales calls
Phase 3 — Within 30 days
- Video testimonial (30-90 seconds) with customer
- Case study one-pager PDF for enterprise sales
- SEO optimize (target: "[customer sector] Arabic AI case study")
- Share with partner agencies as "how to sell Dealix"
- Capture referrals from the customer's network
Legal / Permission Email Template
Send this to every pilot customer:
Subject: إذن للنشر — Dealix Case Study [اسم الشركة]
السلام عليكم [اسم العميل],
شكراً على ثقتكم في Dealix خلال pilot الـ 7 أيام الماضية.
بناءً على النتائج (response time من [X] إلى [Y]، [Z] demos محجوزة)، أود أن أطلب إذنكم لنشر الحالة كـ case study على dealix.me.
ما سيُنشر:
- اسم الشركة + logo (إذا سمحتم)
- المقاييس الرقمية (قبل/بعد)
- اقتباسات مباشرة (إذا تبغون تراجعوها قبل النشر)
- شرح عام للتحدي والحل
ما لن يُنشر:
- بيانات عملائكم
- أسرار مالية
- أي معلومة لم توافقوا عليها
هل لديكم موافقة؟ إذا نعم، رد بـ "موافق" وسأرسل المسودة خلال 24 ساعة لمراجعتكم.
شكراً،
سامي العسيري — Dealix
Case Study Ideas to Write First
Based on SAUDI_LEAD_GRAPH_MASTER.csv, these sectors will likely convert first (highest Tier 1 probability):
- Saudi SaaS (B2B) — tech-forward, values speed, appreciates AI nuance
- F&B franchise inquiries — clear metrics (quote→contract time), tangible value
- Real estate agent — WhatsApp-heavy, easy to measure booking increase
- Saudi marketing agency — wants case study to sell to their clients (multiplier)
- Saudi B2B marketplace — merchant success stories resonate
Write case studies in this order — SaaS first (highest social proof), agency fifth (multiplier effect).
Metrics to Always Include
Quantitative (mandatory):
- Response time (before → after)
- Leads handled per day/week
- Demos booked
- Conversion rate
Qualitative (at least 1):
- Customer direct quote
- Team workflow change
- Team time savings
- Customer satisfaction
Avoid:
- Revenue numbers unless customer explicitly approves
- Anything that could expose their customer data
- Claims you can't back up
The difference between "Dealix works" and "Dealix has 5 real case studies from Saudi companies" = order of magnitude in conversion. Write the first one the moment pilot completes.