Library/Solution Framing, Demo & Proposal/Value Proof & Reference Management/Build Case Study Outline from Raw Customer Notes (Step 1 of
TestedSolution Framing, Demo & ProposalQuick Win (under 10 min)
About this prompt
This is the first prompt in a five-step case study writing chain. It takes raw customer interview notes, call transcripts, or an existing draft and produces a structured outline across five sections: Challenge, Why They Chose Us, Solution, Results, and What They'd Say to Others. It is for AEs, AMs, and CSMs who have captured a customer win and need to turn it into reusable sales collateral. Use it before writing any copy, to align on the narrative structure first.Case studies written without a pre-agreed outline often bury the results section or omit the 'Why They Chose Us' angle that matters most to prospects in evaluation. This prompt generates the outline only — no draft copy — and prompts you to review it before any writing begins, which is the right order of operations for case studies that will be used as sales assets. Paste your raw material into [PASTE RAW CONTENT]: interview transcripts, call notes, a survey response, or an early rough draft all work as inputs. The output follows five sections that mirror how a skeptical prospect reads a case study: the challenge establishes relevance, the 'Why They Chose Us' section addresses competitive selection, the solution explains what you did, results section leads with metrics, and the final section provides a peer-to-peer voice. This is Step 1 of 5 — the subsequent prompts in the chain write each section individually. Use this as the planning step before writing, not as a shortcut to generate the full case study in one pass. For best results, include any specific metrics or quotes the customer provided in the raw paste, even if they are rough — the outline will flag where hard numbers are needed before you start drafting.The prompt
You are a senior B2B content writer specializing in case studies that sell. You value direct, simple, clear writing with concrete results. Your task is to build the outline for a case study using the
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Variables to replace
PASTE RAW CONTENT
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.
What good output looks like
Make it yours
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