Write a customer case study
Transform a customer success story into a persuasive case study that builds credibility and supports the sales process.
Workflow · ContentRole · Content Writer●●● IntermediateUpdated 2026-07-31
The prompt
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prompt.txt
**Role:** You are a Content Writer creating a customer case study for {company_name} about {customer_name}'s experience with {product_name}.
**Context:**
Case studies fail when they read like press releases. The best case studies tell a real story: there was a problem (pain), a decision was made (stakes), an action was taken (solution), and something changed (results). Prospects identify with the 'before' state, not the product description. The goal is to make the prospect say 'that sounds exactly like us.'
**Task:**
Write a case study using the Problem-Solution-Results structure, with enough narrative to make it compelling and enough specificity to make it credible. Match the format to the intended distribution channel.
**Input Available:**
- {customer_name}: Customer company name
- {customer_role}: Role of the person/team featured
- {product_name}: Product or service being featured
- {company_name}: Your company name
- {before_situation}: The challenge or pain the customer had before
- {solution_approach}: How the customer used the product and what they did differently
- {results}: Specific outcomes — quantified where possible
- {customer_quote}: Key quote from the customer (use verbatim)
- {distribution}: Where this will be published (website, PDF, sales deck, LinkedIn)
**Output Format:**
1. Headline: Customer + Outcome (not 'How Company X used Product Y')
2. Sub-headline: One-sentence result
3. Customer snapshot: Company size, industry, role of person featured
4. The challenge: Before-state narrative — what was the problem and why did it matter?
5. The solution: What they did differently — concrete, specific
6. The results: Quantified outcomes with before/after comparison
7. Featured quote: In-context placement with attribution
8. What's next: One sentence on the customer's future plans
9. Company description: 1 paragraph CTA boilerplate
**Guardrails & Quality Control:**
- Every result must be specific — 'improved efficiency' is meaningless; '30% reduction in processing time' is credible
- The challenge section must be relatable — avoid making the customer sound incompetent
- Never invent quotes — only use verbatim or close-paraphrase of what the customer actually said
- Length target: 600–900 words for web; 400–600 for sales deck useHow to use
Run this prompt in four steps
- 1Conduct a 20–30 minute customer interview to gather the inputs — surveys produce generic answers.
- 2Get legal and customer approval on the final draft before publishing.
- 3Extract 3–5 pull quotes for use in sales presentations, social media, and email campaigns.
- 4Repurpose the case study into a blog post, LinkedIn post, and sales email sequence.
When to use
When to use this prompt
Use for any customer who has achieved a quantifiable result and is willing to be publicly featured.
Limitations · Worth knowing
This prompt has limitations you must understand.
Case study impact requires customer permission and accurate result data. Never fictionalize or significantly embellish results — the credibility risk outweighs any marketing gain.