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Free template · Proposals & Scope Templates

Mock Case Study One-Pager for Trades

Structure for a sample case study when you have zero trades clients yet, honest labeling and metrics placeholders.

Build a portfolio page before your first retainer. Mock case studies guide explains ethics; this is the one-pager outline.

One-pager outline

SAMPLE PROJECT, roofing in Tampa

Problem: owner relied on referrals only.

Work: GMB cleanup, 12 posts, review SMS, site speed fix.

Result: map calls up 34% in 90 days (sample project).

Disclaimer: illustrative project for portfolio; ask for live references.

Turn research into callable leads

These tools help you plan offers and pitches. DealRaw gives you the list: phone numbers, emails, neglect scores, saved lists, and email alerts on Monthly. filter by city and trade.

Related templates & tools

FAQ

Is this template free to use?
Yes. All DealRaw freelancer templates and calculators run in your browser with no account required. Customize the output and paste into your CRM, email, or proposal doc.
How is this different from the guides?
This page gives you ready-to-use copy. The related guide "Mock Case Studies and Sample Audits for a Trades Portfolio With Zero Clients" covers strategy, timing, and when to use it. complementary, not duplicate content.
Can I use this for HVAC, plumbing, and other trades clients?
Yes. These resources are built for US home-service and trades operators. HVAC, plumbing, pest, landscaping, roofing, and similar verticals where owners answer the phone and buy on ROI math.
Mock Case Study One-Pager for Trades · Template | DealRaw | DealRaw