Send it to the person it is actually about.
A case study is about a customer. A profile is about a person. Sending it to them is how it stops being a guess.

One source of truth. Sourced, isolated, approved, versioned, exportable, and owned by the customer.
The work you actually ship. An Expression is a rendered view of your intelligence, in your brand.
Every Expression files itself by context and names itself properly, and shares as a read-only, on-brand link you can revoke.
The pilot takes a small number of organizations at a time. Bring what you already have.