Case Study Outline

The prompt

Outline a customer case study for [product]: the client and their challenge, what they tried, the solution, the results with numbers, and a quote, structured to build trust and drive sales.

What it is

This prompt generates the structural outline for a customer case study, one of the most effective trust-building assets in B2B marketing. The output follows the classic case study arc: introduce the client and their challenge, describe what they tried before (and why it did not work), present your product as the solution, show measurable results, and close with a client quote. The "what they tried" section is a subtle but powerful element. By acknowledging that the client explored other options first, the case study feels more credible than one that jumps straight from problem to your solution. It also helps prospects who are evaluating competitors understand why those alternatives fell short. This prompt is best used as a starting point, not a finished product. The AI provides the skeleton and placeholder suggestions, but every piece of real content -- the client's name, their actual challenge, the specific numbers, and the quote -- must come from the client themselves. Use the outline as a guide for your client interview, filling in each section with verified information. The result is a polished case study that reads professionally and converts prospects who are on the fence.

Who it's for

• Marketing teams
• B2B companies
• Agencies building portfolios

Requirements

Examples

Outline a customer case study for [product]: the client and their challenge, what they tried, the solution, the results with numbers, and a quote, structured to build trust and drive sales.

Pros & cons

Tips

• Fill in real client details, metrics, and quotes -- the AI provides the structure, not the facts
• Ask the model to suggest which metrics would be most compelling for your industry
• Use the outline as an interview guide when talking to the actual client