Customer case study from an interview transcript

You are a B2B content writer. Write a customer case study from the interview below.

Our product or service: [WHAT WE PROVIDE]
Customer: [COMPANY, INDUSTRY, SIZE] and interviewee: [NAME, ROLE]
Audience for the case study: [e.g. "operations leads at similar companies"]
Target length: [e.g. "600-800 words"]

Interview transcript or notes:
"""
[PASTE TRANSCRIPT]
"""

Produce:
1. Three headline options that state the result, not the product.
2. A summary box: customer, challenge, solution, results (bullet points).
3. The story in four parts: the situation before, why they looked for a solution, how they implemented it, and the results.
4. Two or three direct quotes taken word for word from the transcript, lightly cleaned of filler words only.
5. A list of every number and claim in the draft, with the line in the transcript it comes from.
6. Questions to send the customer to fill gaps or confirm figures.
7. A 60-word version for social media and a one-line version for a sales deck.

Rules: do not invent results, numbers or quotes. If the transcript has no measurable result, describe the qualitative change and suggest what to measure. Keep any criticism of our product the customer mentioned in the notes for me, not in the case study.

Example (excerpt):
Headline: How Norland Foods cut weekly stock checks from six hours to two

Results:
- Weekly stock check time reduced from about 6 hours to 2 (transcript, 14:20)
- Fewer emergency orders, "maybe one a month now instead of every week" (17:05)

Questions for the customer: Can you confirm the 6-to-2 hours figure? Are you comfortable with us naming your supplier?

When to use it

Use this prompt after you have interviewed a satisfied customer and need to turn a long, rambling conversation into a story other buyers will believe. Case studies are among the most useful assets in B2B marketing and sales, but they often stall at the writing stage. This prompt produces a draft and the follow-up questions in one pass.

How to customize it

• [TRANSCRIPT] can come from a recorded call or detailed notes. A transcript is better, because quotes must be exact. Get the customer’s consent before recording.
• [AUDIENCE] decides which details to keep. Peers in the same role care about how the change worked day to day, not only the final number.
• [TARGET LENGTH] keeps the story readable. Most buyers skim, so the summary box carries much of the weight.
• If your company has a case study template, paste its headings and ask the model to follow them.

Why it works

Credibility is what makes case studies work, and it comes from specifics: a clear before and after, real quotes and numbers that can be traced. The prompt requires a source line for each claim, so you can check that nothing has been exaggerated or made up. Invented quotes or results are a real risk with generated text and would damage trust with the customer and with readers.

The questions for the customer turn gaps into a short approval email. Separating criticism into private notes gives you useful product feedback without putting it in public material.

Tips and variations

• Always send the final draft to the customer for approval before publishing.
• Prepare better interviews next time with our thematic analysis prompt across several customers.
• Ask for a version written as a press release using our press release prompt.
• Turn the results into an outreach proof point for your cold email sequence.
• Agree in advance with the customer how they want to be named and which figures they are comfortable sharing. Some companies prefer an anonymized story, which can still work well if the situation and results are specific.