Overview
Wrk is an automation platform that delivers custom solutions by first understanding a client’s legacy processes and specific operational pain points. Their approach is rooted in careful analysis, followed by the development of tailored automation frameworks. A key differentiator is Wrk’s human-in-the-loop integration, which offers an added layer of oversight and flexibility for industries that can’t rely solely on fully autonomous workflows.
Download Case StudyThe goal of this case study project was twofold:
- First, to build credibility for Wrk in a saturated market
- Second, to create practical sales enablement tools that show—rather than tell—how the platform delivers real value
In a space crowded with big-name competitors, Wrk needed assets that demonstrated their capabilities through the lens of real client success. These stories became crucial proof points, articulating Wrk’s strengths across multiple sectors with clarity, credibility, and purpose.
While some case studies had already been developed in various formats, they presented an opportunity for refinement. Our objective was twofold: to elevate these narratives by enhancing their cohesion and consistency, and to reposition them through a more strategic lens—one that reflects Wrk’s own high standards.
This wasn’t about chasing flashy performance metrics. It was about articulating the value of Wrk’s process itself—how it helps clients reduce friction, save time, and embrace automation with confidence. Just as Wrk tailors its onboarding to fit each client’s reality, our approach to these case studies ensured each one felt authentic, aligned, and conversion-ready.
Client profile
- Company name: Wrk
- Industry: Automation Technology / Workflow Automation
- Target market: Organizations in healthcare, finance, and retail—especially those managing complex workflows, outdated systems, and a high need for flexible automation.
Engagement goals
Wrk’s objective was to increase brand visibility in a competitive category, positioning itself as a credible, adaptable alternative to better-known platforms. The case studies needed to serve multiple purposes:
- Strengthen trust through social proof
- Act as practical sales tools
- Link seamlessly with industry-specific solution pages
What success looked like
Wrk wasn’t chasing clicks or impressions. Success meant building a content foundation that quietly worked in the background:
- Supporting the sales team in strategic conversations
- Enriching the user journey with thoughtful cross-linking
- Reinforcing Wrk’s brand as a smart, reliable partner
A strong case study, in this context, explained what Wrk did, AND showed why it mattered.
The challenge
As Wrk expanded into new verticals like healthcare, finance, and retail, the need to tell a more cohesive brand story became clear. While the platform’s capabilities were well-established, there was a growing opportunity to align the surrounding content with Wrk’s strategic vision. Existing client stories held promise but needed to be unified and deepened to convey a more enduring impact.
What was missing was narrative clarity and strategic consistency. We were brought in to close that gap. Starting with four clients—AIS, Penny Appeal, MainMicro, and Cision—we focused on elevating raw data and informal notes into credible, story-rich proof of Wrk’s value. These client relationships were already built on a strong foundation: performance metrics had been tracked, institutional knowledge was readily available, and the outcomes spoke for themselves. Our task was to turn those building blocks into something more intentional.
In many ways, these case studies mirrored Wrk’s strength: taking something complex and making it work beautifully.
Our approach
Discovery and stakeholder interviews
We began with a discovery phase grounded in active listening. This included:
- Two in-depth interviews with client-side stakeholders
- An internal alignment session with Wrk’s team
- A review of over half a dozen internal docs, including Ideal Customer Profiles, messaging frameworks, and product positioning
From those conversations, one insight stood out:
Tone and style mattered just as much as content.
It wasn’t enough to tell a good story. We had to tell the right story—in a voice Wrk’s audience recognized and trusted.
To help fill in key gaps, we also developed a case study questionnaire tailored to Wrk’s automation use cases. This helped surface deeper context around operational workflows, solution rationale, and results. A pattern emerged quickly: Wrk’s automation processes were ahead of the pack, but also saving clients significant time and money.
Extracting strategic insights
Rather than drop stats into a template, we asked:
How does this number tie back to a business pain point?
Each performance metric had to map directly to a friction point we uncovered in discovery. Where quantifiable ROI was available—time saved, cost reduced, workflows optimized—we highlighted it clearly. But we didn’t stop at numbers. We grounded the data in real, everyday challenges that made the outcomes feel tangible and earned.
This dual approach—strategic and human—ensured each story did more than report results. It reinforced the value of Wrk’s thinking.
Message and narrative development
From there, we translated our insights into high-impact narratives—each one structured around a meaningful before-and-after arc.
We were intentional with tone:
- Professional and confident, without feeling stiff
- Friendly and accessible, without feeling casual
- Metrics-driven, but always in service of the story
We wrote with decision-makers in mind—whether technical operators or executives—making sure the message landed across roles. And we struck a balance between industry specificity and accessibility, using just enough terminology to build credibility while staying clear and digestible.
Tone and visual alignment
Throughout the project, we leaned into Wrk’s existing marketing ecosystem—landing pages, brand videos, and sales collateral. That consistency gave us a strong foundation to build from.
We mirrored:
- The visual rhythm of their materials
- The confident, polished tone of their brand voice
- The clarity and brevity of their value propositions
The end result: case studies that felt native to Wrk’s brand—but sharper, more strategic, and more persuasive.
The long-term value of intentional storytelling
More than plain case studies, the work we put in wasn’t about performance headlines. It was about building long-term, foundational value through smart, clear, credible storytelling.
By aligning our process with Wrk’s own client-first philosophy, we created case studies that now:
- Support the sales process
- Build trust with new audiences
- Reinforce Wrk’s identity as a capable, thoughtful automation partner
When done right, content like this becomes a quiet workhorse—moving prospects forward, deepening engagement, and strengthening brand authority long after it’s published.
