Harsha Kotthapalli
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Measure and maintain · output 32 of 34

Customer case studies: the candidate, the number, the permission.

The market sells the writing; the bottleneck is a customer whose result is real, a number that survives a challenge, and permission in writing. One interview then makes four formats.

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Customer case studies3 of 5
NºFitWillNew
Ego
User A
User B
4 · 5
The only named customer has no number, because nobody wrote down the before.
StoryParaSlideQuote
Four formats per interview · permission written before anything ships
The only named customer has no number, because nobody wrote down the before.

The full output scores the pipeline, ranks the number ladder, draws the four formats and lists the permission record.

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The output at a glance · built on WealthKarma

How it gets made

What goes in

The champion, 30 minutes
The candidate pipeline
The before-number
The permission record

No number, it ships as a testimonial

What comes out

The story, four formats

The story kit

The report

Permission before anything ships

How long

1day

per story, after the interview

pipeline reviewed quarterly

The output, in full

Built on WealthKarma, a retirement app for Gulf expats. Every count is real and every gap is marked as a gap.

Case studies3 candidates · 0 with a number · 5 needed
The market sells the writing. The bottleneck is the candidate, the number and the permission.
01 · The pipeline, scored
NumberLookalikeWillingRecent
Ego Pharmaceuticalsthe one signed employer
Community-active beta userfrom the 60, unmined
Beta user who finished a planwhich users: unknown, activation unmeasured
Candidates 4 and 5the pipeline needs five; two seats are empty
Solid = holds · dashed = unknown until asked · not one number column is solid
02 · The number ladder
Relative change, base undisclosed
Needs a before. None exists.
Time saved
Plan vs months of not deciding. Askable now.
Their own internal metric
Ego's benefits enrolment count. Strongest open route.
Specific-qualitative
'I finally know my number.' The fallback, labelled a testimonial.

Every rung the pipeline can reach today sits below the strongest ones, and the reason is upstream: no before was written down when anyone signed.

03 · The finding
The only named customer has no number, because nobody wrote down the before. The fix is not a writer; it is the baseline record the onboarding journey defines.
04 · Four from one interview
Full story · 1 page
Result first, one honest friction point
One-paragraph
For the deck and the employer proposal
Deck slide
nnn
3 proof fragments, each with its method
Quote card
For the community and LinkedIn

The interview is the cost; the formats are nearly free. The market charges $3,800 for this bundle. The kit lets the founder run the call and keep the money for the two empty pipeline seats.

05 · The permission record, before anything ships
Approver
— unrecorded
Date
— unrecorded
Scope
— unrecorded
Logo
— unrecorded
Still a customer
yes, checked

The Ego name already appears in the deck and the site. Four of the five permission fields behind that use are empty. Filling them is a one-email task and it comes before any interview.

06 · What can't be known
Willingness is asserted until someone asks; every mark in that column is dashed for a reason.
The number's method is unknown until the interview happens; the ladder shows routes, not results.
Permission is nothing until it is written; a verbal yes does not survive a personnel change.

Where it sits

Research

Compete

Position

Message

Launch

Measure

you are here · 32 of 34

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