Document your client wins once. Turn them into case studies, emails, and posts that sell — in one click.
Most agencies lose deals not because their results are weak — but because they can't show them properly.
They live in a Google Doc somewhere. Half-written. You know you should finish them. You never do.
You mean to send the link. You forget. Or you chase it manually and still end up with nothing stored anywhere useful.
The prospect asks for case studies. You send a PDF from 2022. They go with the agency that had sharper proof.
* Based on internal agency research and early user interviews, 2024
Four steps. One structured system. Everything you need to close your next deal.
Open a new board for your client. Four structured segments are ready to fill.
No vague descriptions — the system asks for real numbers, real timelines, real outcomes.
One click sends your client a structured link. Their responses populate directly into the board.
Hit 80% completion and one click produces a case study, LinkedIn posts, sales emails, and ad hooks — ready to use.
Polished HTML case studies ready to publish on your website.
Turn every client result into LinkedIn posts ready to publish.
Ready-to-use templates for outbound and inbound conversations.
Extract winning messaging from real client results for your campaigns.
Most agencies complete their first caseboard in under 10 minutes.
No. Caseboard is built for agency operators, not developers.
Yes. Each caseboard generates a case study, LinkedIn posts, sales emails, and ad hooks.
14-day free trial, no credit card required. Your first caseboard takes minutes to complete.