What's a Good Way to Manage an Agency's Case Studies and Portfolio?
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What's a Good Way to Manage an Agency's Case Studies and Portfolio?
A good way is to keep each case study as a record with client, service, results, assets, and permission to publish, so the team can quickly find relevant examples for any pitch. On Jestor, this runs through a case studies table linked to clients and projects.
Strong case studies win new clients, but they are often created in a rush and lost afterward. When a pitch is due, the team searches old decks for something similar, and good results go unused.
What scattered portfolios cost
- Strong results not used in pitches
- Case studies published without client permission
- Hours spent searching old presentations
- Outdated results that no longer reflect the agency's work
How a managed portfolio works
- Each case is a record with service, industry, and results
- Permission to publish is stored with the client's approval
- Assets such as images and quotes attach to the record
- Filters find cases by service or industry quickly
Why Jestor fits this use case
- Relevant examples are available in seconds
- Permission status protects relationships
- Results stay linked to real project data
- This scales from a few cases to a large library
| Case studies in old decks | Case study library |
|---|---|
| Hard to find, unclear permission | Searchable and permission-aware |
Frequently Asked Questions
Can I record whether a client allowed publication? Yes, a permission field can be required. More at jestor.com.
Can I filter cases by industry? Yes, filters work on any field.
Can case results update from project data? Yes, if results are linked to the project record.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.