Library/Account Management & Customer Growth/Customer Advocacy & Reference Development/Create Case Study Request and Interview Materials
TestedAccount Management & Customer GrowthSame-Day Use (under 30 min)

Create Case Study Request and Interview Materials

Generate an ask email, interview question set, and case study structure to turn a customer win into reusable proof.

About this prompt

This prompt helps AEs, CSMs, and AMs request, structure, and develop customer case studies from existing accounts. It produces an ask email, interview questions focused on before/after outcomes, and a case study framework. Use it when a customer relationship is strong enough to support a reference request. It covers written case studies, video testimonials, reference calls, and quote capture.Case studies close deals — a rep who can say 'let me send you a story from a company just like yours' has a faster path to yes. This prompt takes a customer's details, their story (problem before, solution deployed, results achieved), and your goal (written case study, video, reference call, or quote), then generates a personalized ask email that makes participation easy, a structured interview question set designed to surface quotable moments and quantifiable results, and a case study outline. Fill in [NAME], [COMPANY], [RELATIONSHIP STRENGTH], and the actual results the customer achieved — the more specific, the more compelling the output. Use this when relationship strength is at least moderate; for a new CSM inheriting accounts, wait until you've had at least one QBR before making the ask. The interview questions are particularly strong for pulling out the 'before' state, which is often the hardest part of a case study to capture.

The prompt

Case studies close deals. Get templates to request, structure, and use customer stories. Tell me about the customer. I'll help you get and create the case study. CUSTOMER: ● Company: [NAME] ● Contact:
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Variables to replace

NAME | WHO | RELATIONSHIP STRENGTH | PROBLEM BEFORE | HOW THEY USE YOU | OUTCOMES

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. 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

StagePost-Sale/Growth
SeatAE, CSM, AM
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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