AI Case Study Template

5 steps to a reviewable draft

1. 01

   Confirm what can be published

   Record the customer name, permission scope, quote approval, facts allowed in public and details that must remain private.

   Result: A publication boundary before the story takes shape.

2. 02

   Build the evidence record

   Separate interview notes, customer quotations, timeline facts, outcomes and internal interpretation. Keep a source beside every claim.

   Result: A story pack that does not blur customer language with marketing copy.

3. 03

   Draft the case study

   Ask for a structure that retains source markers and does not manufacture a dramatic before-and-after story.

   Result: A draft whose strongest claims remain linked to customer-approved evidence.

   Your prompt

   Copy prompt

   Draft a customer case study using only the confirmed material below.
   
   Customer and permission boundary: {{permission}}
   Customer situation and goal: {{context}}
   Approved quotes and outcomes: {{evidence}}
   Required editorial constraints: {{constraints}}
   
   Use sections for context, challenge, work completed, verified outcome, customer perspective, proof source and remaining approvals. Mark a missing quote or result as [NEEDS APPROVAL]. Do not invent customer motivations, metrics, timelines, product capabilities or quotations.

   Example input

   A customer approved use of their company name and one interview quote but has not approved numerical outcomes.

   Example output

   Outcome section: [NEEDS APPROVAL]. Customer quote: use approved interview excerpt. Timeline: [NOT PROVIDED].

4. 04

   Verify with the account owner

   Compare every customer fact, quote and outcome with the source record, then send unresolved points to the owner or customer for confirmation.

   Result: A story that does not overstate a customer's experience.

5. 05

   Prepare publication materials

   Save approval status, source links, visuals and final customer review requirements alongside the draft.

   Result: A case study that editorial and legal reviewers can audit quickly.