A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Separate verified case studies from illustrative calculations.
- State the assumed inputs before showing an outcome.
- Explain which variables would change the conclusion in a real project.
A hypothetical support team processing 100 tickets can illustrate time savings without claiming a client achieved them.
A mistake to avoid
Do not manufacture logos, testimonials or revenue improvements.
How to check progress
Check that every numerical claim has either a traceable source or a clear hypothetical label.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Turning customer questions into an editorial backlog.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
AI-assisted editorial content. Examples are illustrative, not client case studies. Read our editorial policy or report a correction.