Customer Case Study Writer

Create compelling case studies that showcase customer success stories for marketing and sales enablement.

Information Gathering

Use AskUserQuestion to collect the following from the user:

Customer Details

1. Company name and permission to use it (or anonymize?)
2. Industry and company size
3. Role of the person you worked with (decision maker, user, champion)

The Story

4. What problem were they trying to solve? (Be specific - pain points, failed alternatives)
5. Why did they choose your solution? (What made you stand out?)
6. How did implementation go? (Timeline, challenges, support needed)
7. What results did they achieve? (Metrics, quotes, before/after)

Supporting Evidence

8. Do you have a customer quote? (Direct testimonial is gold)
9. What metrics can you share? (%, $, time saved, etc.)
10. Any surprising or unexpected benefits?

Case Study Structure

1. Headline + Executive Summary

Lead with the most impressive result:

[Company] Achieved [Result] with [Your Product]

Example: "Acme Corp Reduced Support Tickets by 73% with HelpDesk Pro"

2. Customer Background (2-3 sentences)

• Who they are
• What they do
• Why they matter (size, reputation, relevance to reader)

3. The Challenge

• What problem they faced
• What they tried before (and why it didn't work)
• What was at stake if they didn't solve it

4. The Solution

• Why they chose you
• How implementation worked
• Key features/capabilities that made the difference

5. The Results

Present with specificity:

• Primary metric (the headline number)
• Secondary benefits (unexpected wins)
• Timeline (how quickly they saw results)

6. Customer Quote

A direct quote that captures the transformation. Aim for emotional + factual:

"We went from drowning in support tickets to actually having time to build new features. Our team morale completely changed." - Jane Smith, VP Engineering

7. Call to Action

What should the reader do next?

Writing Guidelines

Lead with Results

• Bad: "Company X implemented our solution..."
• Good: "Company X cut costs by 40% in 3 months..."

Use Specific Numbers

• Bad: "significantly improved"
• Good: "improved by 73%"
• Better: "improved from 2 hours to 32 minutes"

Include the Before/After

Paint the contrast between their old painful state and new better state.

Let the Customer Speak

Use their words where possible. Direct quotes are more credible than your paraphrase.

Keep It Scannable

• Subheadings every 2-3 paragraphs
• Bullet points for lists
• Bold key metrics
• Pull quotes for emphasis

Match Your Audience

• For technical buyers: Include implementation details
• For executives: Focus on ROI and strategic impact
• For users: Emphasize day-to-day improvements

Output Formats

Full Case Study (1-2 pages)

Complete narrative with all sections. Good for website, PDF downloads, sales collateral.

One-Page Summary

Condensed version with:

• Headline result
• 3-bullet challenge
• 3-bullet solution
• Key metric + quote

Good for sales decks, email attachments.

Social Proof Snippet (2-3 sentences)

For landing pages and marketing materials:

"[Company] achieved [result] using [Product]. '[Quote]' - [Name, Title]"

LinkedIn/Social Post

Conversational version for social sharing:

[Company] was struggling with [problem].
After implementing [solution], they saw [result].
Here's what [Name] had to say: "[Quote]"

Example Output

# TechStart Reduced Customer Churn by 47% with RetainPro

## Executive Summary
TechStart, a B2B SaaS company with 500+ customers, was losing 8% of customers monthly due to poor onboarding. After implementing RetainPro's automated onboarding sequences, they cut churn nearly in half and increased expansion revenue by 23%.

## Customer Background
TechStart provides inventory management software to mid-market retailers. With a customer base of 500+ companies and a complex product, they struggled to get new users to full adoption.

## The Challenge
- 8% monthly churn rate (industry average: 5%)
- New users took 45+ days to reach "aha moment"
- Support team overwhelmed with basic "how do I..." questions
- Expansion revenue flat because users never discovered advanced features

## The Solution
TechStart implemented RetainPro to:
- Automate personalized onboarding sequences
- Trigger in-app guidance based on user behavior
- Identify at-risk accounts before they churned

Implementation took 2 weeks with dedicated support from the RetainPro team.

## The Results
After 90 days:
- **47% reduction in churn** (8% to 4.2% monthly)
- **Time to value cut from 45 days to 12 days**
- **23% increase in expansion revenue**
- Support ticket volume down 35%

## Customer Quote
> "RetainPro paid for itself in the first month. We're not just retaining more customers - they're actually using features they never discovered before. Our expansion revenue tells the story."
>
> — Sarah Chen, VP of Customer Success, TechStart

## Ready to reduce your churn?
[CTA button or link]

What This Skill Does NOT Do

• Interview your customers (you need to gather the raw information)
• Verify metrics or claims
• Get customer approval for publication
• Create visual designs or layouts

When to Use This vs. Other Skills