The Case Study Generator is a tool inside Content Studio that turns one of your real transactions into a ready-to-post carousel — written in your voice, around your market. You fill in the details of a closing, and it builds out five slides of copy you can paste straight into our Case Study Template.
Step 1: Open Content Studio and select Case Study
From your C&C dashboard, navigate to Content Studio. If you haven't filled out your Market Profile yet, you'll be prompted to do that first — it's a quick setup that helps personalize your output.
Once your profile is saved, select Case Study from the Generate Content menu.
Step 2: Fill in your transaction details
You'll be asked three questions about a recent closing:
How did your client find you? (e.g., referral from a past client, social media, open house)
What made this situation interesting or challenging? Think: multiple offers, inspection issues, relocation, tight timeline, low inventory, new construction, tough market conditions — whatever made this one worth telling
What did you specifically do to help? Examples: negotiated terms, found an off-market property, helped them pivot, waived a contingency, created a marketing strategy
Then add the outcome — closing timeline, price result, any wins worth highlighting.
💡 The more specific you are, the better the output. A generic "helped buyer win in competitive market" will produce generic copy. "Negotiated a rent-back agreement and waived the appraisal contingency to close in 28 days, $15K over asking" will produce something worth posting.
Step 3: Generate your case study
Hit Generate and the tool will build out five slides of carousel copy:
Slide 1 — A scroll-stopping hook
Slide 2 — The obstacle or challenge your client faced
Slide 3 — What you did to solve it
Slide 4 — The outcome/results
Slide 5 — A testimonial placeholder + call to action (there's also an alternate slide if you don't have a testimonial yet)
Each slide has a copy button so you can grab the text and paste it directly into Canva.
Step 4: Choose your Canva template
Scroll through the case study templates at the bottom of the generator — there are several options based on common scenarios. Pick the one that best fits your story, or use the generic template to fill in from scratch.
Step 5: Paste your copy into Canva
Once you're in the template, paste your generated text slide by slide. A few tips:
Slide 1 (Hook): If your city is already mentioned in the hook, you can remove the city label from the template — it's there so viewers immediately know your market, but you don't need it twice
Slide 2 (Obstacle): The template has two text boxes — paste the full text into the bottom box first, then cut the first sentence up into the top box so it reads as a headline + body
Images: The templates come with placeholder photos from Dupe (a free stock photo site). You can keep them or swap in photos of the actual property or behind-the-scenes transaction shots
Testimonial slide: Add a short client quote if you have one. If not, use the alternate CTA-only slide
Step 6: Copy your caption and post
Back in the generator, copy the ready-to-use caption at the bottom and take it straight to Instagram with your finished carousel.
A few things to know
You can generate a case study for any closing — it doesn't have to be recent, just real
Your Market Profile answers carry over, so the copy will already reflect your city and positioning
Case Study is one of several tools inside Content Studio — more are being added regularly