CORA/DOCS
Sales & CRMNew6 min read•Updated October 2026

Agency Projects & Portfolio Case Studies Module

Curate high-converting agency case studies in the workspace and publish them instantly to your public portfolio.

The Agency Projects & Portfolio Case Studies Module bridges internal workspace delivery with public marketing proof, enabling agencies to turn completed work into high-converting case studies.


1. Case Studies Architecture & Lifecycle

Case studies are persisted in the database (wp_cora_projects) and managed via the workspace at /workspace/projects:

  • Published: Live on the public showcase at /projects and dynamic slugs /projects/[slug].
  • Draft / In Review: Work-in-progress drafts visible only to authorized workspace team members.
  • Archived: Historical records removed from the live public gallery.

2. 6-Tab Drawer Editor Workflow

Editing is handled in a full-featured drawer sheet (desktop side-drawer, mobile bottom-sheet) with six dedicated tabs:

  1. Overview & Metadata: Project title, URL slug, client name, industry, and featured status.
  2. 4-Act Story Narrative: Executive Summary, Challenge, Solution, and Deliverables scope.
  3. Impact KPIs: Big numerical metric highlights rendered in JetBrains Mono with context labels.
  4. Media & Visual Gallery: High-resolution hero image URL and supporting media gallery.
  5. Verified Client Testimonial: Client quotation, executive name, title, and organization avatar.
  6. SEO & Conversion Bridge: Custom Strategy Audit headline, button label, and destination URL.

3. 4-Act Transformation Storytelling

Rather than generic image grids, case studies follow an agency transformation framework:

  • Executive Summary: High-level problem and outcome summary.
  • The Challenge: Core operational or commercial hurdles faced by the client.
  • The Solution: Strategic initiatives and systems deployed by the agency.
  • Deliverables & Scope: Concrete assets, code, or campaigns delivered.

4. Stealth NDA & Confidentiality Mode

When a client project is governed by non-disclosure agreements, toggling Stealth NDA masks the client's corporate identity (e.g. "Confidential Enterprise FinTech") while preserving verified KPI statistics and narrative structure.


5. Public Portfolio & Strategy Audit Bridge

Published case studies render at /projects with responsive filter pills, search, and JetBrains Mono KPI badges. Every single study concludes with a high-converting Free Strategy Audit CTA linking prospective clients directly to your booking or inquiry pipeline.

Have questions about this module?

Our founding engineering team answers developer inquiries directly.

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