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
/projectsand 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:
- Overview & Metadata: Project title, URL slug, client name, industry, and featured status.
- 4-Act Story Narrative: Executive Summary, Challenge, Solution, and Deliverables scope.
- Impact KPIs: Big numerical metric highlights rendered in JetBrains Mono with context labels.
- Media & Visual Gallery: High-resolution hero image URL and supporting media gallery.
- Verified Client Testimonial: Client quotation, executive name, title, and organization avatar.
- 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?
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