Preview of the illustrative case study PDF, showing a sample Books Health Score and engagement timeline.

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See what a diagnostic-led close can look like

  • A full illustrative case study, start to close
  • A before/after numbers breakdown
  • The specific mechanism behind why it worked
  • A reusable case study template and intake form
  • Guidance on using case studies credibly in sales
  • Clearly labeled throughout as a model, not a real customer

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What's Inside

An Illustrative Walkthrough, Not a Customer Story

The Engagement, Step by Step

A realistic model from first call to signed proposal — grounded in Pulse's real product mechanics, not a named customer.

The Numbers: Before vs. After

A before/after breakdown of pricing, scope visibility, and client trust — illustrative figures built to be directionally realistic, not measured results.

Build Your Firm's Real Version

An intake questionnaire and reusable template, so your first real closed engagement can replace this model.