# Case study interview kit: Refreshi & Pickup Skills

For: Suné, Gwendy, Madi  
From: Taylor (Growth Experts)  
Goal: 15 to 30 minutes with one person close to the project. Spoken answers beat written ones.

---

## How to book

**Option A: You run it**  
Use the email below. Stay on the call; use the script as a guide.

**Option B: Taylor joins or runs it**  
Send them this booking link: https://savvycal.com/taylorgrowthexperts/pow-wow  

Subject line tip: “15 minutes on the Polymorph case study (no prep needed)”

**If internals are stuck answering written Qs**  
Ask them to open ChatGPT (or similar) voice mode, read the questions aloud, answer as they go, then paste the cleaned transcript into Slack. Three minutes beats another week of chasing.

---

## Booking email (copy/paste)

**Subject:** Quick chat for a Polymorph case study (15 min)

Hi [Name],

We’re writing a short case study on the work with Polymorph for [Refreshi / PickUpSkills], and it would help a lot to hear the story in your words.

Would you have 15 minutes this week or next? No slides, no prep. Just a few questions about what you were trying to solve, what changed, and whether you’d share a sentence we can quote.

Book here: https://savvycal.com/taylorgrowthexperts/pow-wow  

Or reply with two times that suit you and we’ll make it easy.

Thanks,  
[Your name]

---

## Call structure (15 to 30 min)

| Time | Focus |
|------|--------|
| 0-2 | Why you’re calling; permission to note quotes |
| 2-8 | Before: problem, what they’d tried, why Polymorph |
| 8-18 | During: what changed, surprises, concrete moments |
| 18-25 | Outcomes: numbers, learnings, looking ahead |
| 25-30 | Quote + logo/name permission + thank you |

Open with: “We’re not looking for a polished pitch. Messy, specific answers are better.”

---

## Script: Refreshi (Martin / Jakob / Greg)

1. In your own words, what problem were you trying to solve when you came to Polymorph?
2. Had you looked at other ways to build this (in-house, another partner, buying something)? What tipped you toward Polymorph?
3. What did the Stellenbosch / Vida e Caffè pilot teach you that changed the product?
4. The team talks about South African shoppers driving a few kilometres to a preferred store, unlike walkable European cities. Does that match what you’ve seen?
5. What has Polymorph done especially well in translating the business into a product?
6. **Metrics (get precision):** Which of these can we publish, and are they targets or achieved?
   - Repeat purchase within 14 days for first-time buyers (%)
   - Stores / partners live
   - Meals rescued / bags sold (any period)
   - Consumer savings or retailer recovery (if you’re comfortable)
7. Looking ahead 12 months, what does success look like?
8. Can we use a short quote with your name and role? (Candidate on the preview: *“Polymorph helped us build a marketplace that fits how South African stores and shoppers actually behave.”*)
9. Logo and “Refreshi” naming on polymorph.co.za: any constraints?

---

## Script: Pickup Skills / Germari (via Janine)

**One sharp question if she only has time for one:**

> In one or two sentences, what changed for PickUpSkills after working with Polymorph that you couldn’t have got from the previous setup?

**Full short script if she has 15 minutes:**

1. What problem were you trying to solve before this platform existed?
2. What made you choose Polymorph? (IsoFlow intro / prior partner: confirm in her words)
3. What’s been the most tangible difference since the platform launched, even if a lot of booking is still offline?
4. The design sprint aimed to cut employer approval from about a week to 24 hours. Is that something you see today?
5. Short quote + permission to name PickUpSkills / Privatizz on the site? Any logo sensitivities for employers or training providers?

Candidate quote on the preview: *“We needed a partner who could rethink the product when the industry told us our first assumptions were wrong. That’s what we got with Polymorph.”*

---

## Async emails: Patrick / Gwendy

Paste-ready emails: [EMAILS.md](EMAILS.md)

---

## Gap checklist before we call a draft “CMS-ready”

### Refreshi

| Item | Status |
|------|--------|
| Client quote + name/role | Needed |
| Achieved metrics vs charter targets (labelled correctly) | Needed |
| Why Polymorph (qualitative) | Needed |
| Real app screenshots (not competitor mock UI) | Needed |
| Logo / naming approval | Needed |
| Multi-city footprint (Cape Town, Johannesburg, Pretoria, Durban, Gqeberha, George) | In draft |

### Pickup Skills

| Item | Status |
|------|--------|
| Germari (or Arno) quote | Needed |
| Why Polymorph (IsoFlow intro: confirm on record) | Needed |
| OK to name PickUpSkills / Privatizz; logo rules | Needed |
| Tegan UX colour (nice-to-have) | Optional |
| Approval-time / learning outcomes (not vanity scale) | Soft: draft can use learnings |

---

## What “good enough to publish” looks like

A reader should answer in under 10 seconds:

1. Is this my kind of problem?
2. What did Polymorph actually do?
3. What changed (number or clear learning)?
4. Would I talk to them?