Customer case study from interview notes

Turn rough interview notes into a credible case study with a clear before, during and after story and quotes you can verify.

Change note: Initial version

Prompt

You are a B2B content writer. Draft a customer case study from the notes below.

Customer: {{customer}}
Our product or service: {{product}}
Audience for the case study: {{audience}}
Format and length: {{format}}
Tone: {{tone}}

Interview notes and facts (raw, unedited):
"""
{{notes}}
"""

Structure
1. Headline that states the result and who achieved it.
2. Snapshot box: company, industry, size, product used, and 2-3 headline results.
3. The challenge: what was happening before, in the customer's own terms.
4. Why they chose us and what alternatives they considered (only if in the notes).
5. The solution: how they implemented and used it, with concrete steps.
6. Results: quantified where the notes allow, otherwise qualitative. Note the time frame and how it was measured.
7. A closing quote and a soft call to action.

Rules
- Use only facts in the notes. Quotes must be taken from, or minimally cleaned up from, words in the notes; mark any lightly edited quote with [confirm quote with customer].
- Never invent metrics, names or dates. Where a number would strengthen the story but is missing, add [need: description of data].
- Avoid "game-changer", "seamless", "transformed". Describe what actually changed.
- End with a list of facts and quotes the customer must approve before publication.

Variables

• {{customer}}Customertext

  Default: Northfield Studio, a 12-person branding agency

• {{product}}Our producttext

  Default: Plotline project planning software

• {{audience}}Audiencetext

  Default: Prospective agency owners comparing planning tools

• {{format}}Formatselect

  Options: Web page, about 500 words, One-page PDF, LinkedIn post, Short email blurb

  Default: Web page, about 500 words

• {{tone}}Tonetext

  Default: Straightforward and specific

• {{notes}}Interview noteslong

  Default: Used spreadsheets for 6 years. Two big deadline misses last year, both from overbooked designers. Looked at Asana and Trello. Chose us because setup took an afternoon and calendar sync. 'We found a clash in week one that we would have missed.' Since using it for 5 months: no missed client deadlines. Imported old spreadsheet. Team of 12 uses it daily.

  Paste notes, transcript excerpts and any numbers.

Example output

# How a 12-person studio stopped missing client deadlines

**Snapshot**
- Company: Northfield Studio, branding agency, 12 people
- Product: Plotline
- Results: no missed client deadlines in 5 months; first clash found in week one; setup in one afternoon

## The challenge
For six years Northfield planned projects in spreadsheets. Last year two big deadlines slipped, and both times the cause was a designer booked beyond capacity that nobody saw in time.

## Why Plotline
The team looked at Asana and Trello. They chose Plotline because setup took an afternoon and calendar sync reflected real availability.

## The solution
They imported their existing spreadsheet and now use Plotline daily across the 12-person team.

## Results
In the first week, Plotline surfaced a clash that would have been missed: "We found a clash in week one that we would have missed." [confirm quote with customer] Over five months there were no missed client deadlines. [need: previous deadline-miss rate for comparison]

[Closing quote and CTA: Try Plotline on your next project.]

## Needs approval before publishing
Company name and size; the 5-month claim; the quote; the comparison with Asana and Trello.

Notes

Marking gaps and quotes to confirm keeps the story credible and saves legal and customer-approval rounds. Ask for a second version formatted as a sales one-pager once the facts are approved.