Prompts/Prompt for Case Studies
0/7 fields

Prompt for Case Studies

Turn raw customer notes or interview data into a publishable case study with metrics, quotes, and narrative.

DifficultyIntermediate
Time3–5 minutes
Inputs7 fields

What this produces

A complete, publish-ready case study (600–800 words) with: results-driven title, 50–75 word executive summary, at-a-glance metrics, detailed challenge narrative (what they tried before), solution description (why they chose you), quantified results (primary, secondary, and qualitative), a realistic customer quote, and a CTA. Every claim is backed by a specific number.

When to use this

You have customer success data, interview notes, or internal metrics and need a structured case study for your website, sales team, or investor deck. Works whether you have a detailed interview transcript or just rough bullet points from the customer success team. Also useful for creating case study templates before you've even conducted the customer interview — so you know exactly what to ask.

How this prompt works

1

Executive summary

50–75 words capturing who, what challenge, what solution, what result. A busy executive should get the full story from this paragraph alone — it's what gets shared in Slack channels and email forwards.

2

Challenge → Solution → Results

The core narrative arc: what was the situation before (including what they tried that didn't work), why they specifically chose your product over alternatives, how implementation actually worked, and the specific measurable outcomes.

3

Metrics & quote

2–3 headline metrics formatted as scannable callout boxes. A customer quote that sounds like a real person speaking — not polished marketing language. The quote should reference a specific, concrete result.

case studycustomer storyB2B contentsales enablementChatGPTClaudeGemini

Customize your prompt

7 fields remaining

Live preview

You are a B2B content writer who specializes in case studies that sales teams actually use. Write a complete, publish-ready case study.

CUSTOMER: [TechCorp] | [E-commerce] | [200 employees, $50M revenue]
CONTACT: [Sarah Chen, VP of Marketing]
PRODUCT: [Vizup organic marketing platform]
TIMELINE: [Started January 2026, results measured after 90 days]

RAW DATA:
"""
[Paste your notes, key metrics, quotes, and timeline here...]
"""

SECTIONS:

1. TITLE
"[Company] [specific result with number] with [Product]"
Use real numbers from the data. Make it scannable and specific.

2. EXECUTIVE SUMMARY (50–75 words)
Who is the customer. What was the challenge. What solution did they use. What was the headline result. A reader should get the full story from just this.

3. AT A GLANCE
Bullet format:
- Industry
- Company size
- Challenge
- Solution
- Key result (with number)
- Timeline

4. THE CHALLENGE (150–200 words)
What were they trying to accomplish? What was blocking them? What had they tried before that didn't work? What was the business impact of the problem? Be specific — "losing $50K/quarter in manual processes" is better than "struggling with inefficiency."

5. THE SOLUTION (200–250 words)
Why did they choose your product specifically? What alternatives did they evaluate? How did implementation work? Which features or capabilities mattered most? Include a practical detail about how they actually use it day-to-day.

6. THE RESULTS (150–200 words)
Lead with the primary metric. Include secondary and tertiary results. Add qualitative impact (team morale, time freed up, confidence in decisions). Compare before vs after with specific numbers.

7. CUSTOMER QUOTE
Write a quote that sounds like a real person talking to a colleague, not a marketing testimonial. Reference a specific result. Under 50 words. Attribute to the contact name and title.

8. CTA
One sentence connecting this success to what the reader could achieve. CTA button text.

IMPORTANT RULES:
- The customer is the hero of the story, not your product.
- Every claim needs a number. If data is missing, flag it: [DATA NEEDED: specific metric]
- 600–800 words total.
- The quote must sound natural. Real people say "We were spending way too much time on this" not "The solution transformed our operational efficiency."
- If the raw notes are thin, ask for what's missing rather than making up details.
7 fields remaining