---
title: 'AviaryAI: Case Study Strategy'
type: article
created: '2026-02-04'
updated: '2026-02-04'
source_docs:
- raw/2026-02-04-aviaryai-weekly-call-119843123.md
tags:
- content-marketing
- case-studies
- sales-enablement
- aviaryai
layer: 2
client_source: null
industry_context: null
transferable: true
---

# AviaryAI: Case Study Strategy

## Overview

During the 2026-02-04 weekly sync, the team aligned on a format and approach for AviaryAI's case studies — both as web assets and sales collateral. A specific challenge was raised around the Mortgage Forward case study, which requires a non-data-driven approach due to the client being a technology company rather than a financial institution.

## Case Study Format

The agreed format is a **dedicated web page per case study**, with a downloadable PDF available via a prominent button on the page. This serves two audiences simultaneously:

- **Organic / web visitors** — the page is indexable, linkable, and contributes to SEO authority
- **Sales team** — Aaron and Blessen can share the PDF directly in outreach or on calls without needing a separate asset workflow

> "My advice would be to create a page that people can traffic, and then there's a button that says download PDF, and if you want them to download it." — Mark Hope

This avoids maintaining two separate formats (a standalone PDF and a web page) and keeps content in one canonical location.

### Recommended Page Structure

- Hero / client overview
- Challenge / context
- Solution (AviaryAI's role)
- Outcomes / results (quantitative where available)
- "Download PDF" CTA for sales use

## Mortgage Forward: Tech-to-Tech Positioning

The Mortgage Forward case study presents a specific challenge: **they are a technology company, not a financial institution**, so the standard data-driven outcomes format (e.g., call deflection rates, cost savings) does not apply in the same way.

> "Mortgage Forward one, they're not going to have data. They're a technology company, so they're kind of similar to us. So we'll need some way to kind of show them without doing that." — Justin Dwyer

### Approach for Tech-to-Tech Case Studies

When the customer is a technology company rather than an end-user institution, the case study should shift emphasis from quantitative ROI metrics toward:

- **Integration story** — how AviaryAI fit into an existing tech stack or product
- **Partnership narrative** — the collaborative nature of the engagement
- **Capability demonstration** — what became possible that wasn't before
- **Qualitative outcomes** — speed to deploy, flexibility, developer experience, or product differentiation

This framing is also more appropriate when the customer may not yet have longitudinal data to share.

## Workflow

1. Justin reviews and comments on Figma drafts for each case study
2. Sebastian publishes V1 as a live page on the AviaryAI site, including a PDF download button
3. Aaron and Blessen use the PDF in active sales outreach

## Action Items (as of 2026-02-04)

- [ ] **Justin Dwyer** — Add comments and feedback to case study Figma drafts
- [ ] **Sebastian Gant** — Publish V1 case study page(s) with PDF download button once Justin's feedback is incorporated

## Related

- [[clients/aviaryai/_index]]
- [[knowledge/content-marketing/seo-thin-content-remediation]]
- [[knowledge/sales-enablement/roi-calculator-strategy]]