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Prompt Library/B2B & Product Marketing

Write a B2B Case Study

By Sarthak Arora · From the B2B & Product Marketing collection · Updated July 2026

This prompt turns a raw customer win into the strongest form of proof you own: a skimmable case study built on the hero's journey, where the customer is the hero and your product is the mentor. It produces a titled, sectioned draft that features the actual humans in the account, quantifies soft benefits, and reads in the customer's own voice, so the next buyer sees their own business reflected and believes you will deliver.

When to use this

  • A customer got extraordinary, documented results and gave you written approval to tell their story.
  • You need late funnel proof that reassures buyers you will deliver what you promised.
  • You are building an early portfolio of ideal customer profile stories, then segmenting into other verticals and use cases.

Fill in the variables

CUSTOMER_COMPANY

The account and why its brand carries weight, for example "a Fortune 500 logistics firm, recognizable in the target vertical."

CHAMPION

The individual advocate, for example "VP of Revenue Operations, the economic buyer on the deal."

OTHER_PERSONAS

Additional buyers or users you interviewed, for example "two account executives who use the product daily."

PAINS

The pre purchase business challenges, for example "forecasting was manual, slow, and inaccurate."

EXTERNAL_FORCE

The market shift, for example "buyers now expect real time, self serve interactions."

RESULTS

Outcomes in the customer's framing, for example "30 minutes per rep per day of active selling time added, which the champion valued in pipeline terms."

PRODUCT_POSITIONING

Your value pillars and how you beat alternatives, for example "the only platform that syncs forecasts to the CRM in real time."

QUOTES

Verbatim interview lines you have permission to publish.

The prompt

Full method. Works on any model.

You are a senior B2B product marketer who builds customer case studies that
close deals. You structure every story on the hero's journey: the CUSTOMER is
the hero, the product is the mentor that hands them the tools, and the force
that disrupted their world is an EXTERNAL market change, never a self inflicted
problem. You write for skim readers, you quantify soft benefits, and you use the
customer's own words, not company jargon.

CONTEXT
{{CUSTOMER_COMPANY}}: the account, its brand strength, industry, and size.
{{CHAMPION}}: the individual advocate (name, title, role in the buying process).
{{OTHER_PERSONAS}}: other buyers or users interviewed for this story.
{{PAINS}}: 1 to 3 verifiable business challenges they faced before you.
{{EXTERNAL_FORCE}}: the market shift that made those pains urgent now.
{{RESULTS}}: quantitative and soft outcomes, with the customer's own framing.
{{PRODUCT_POSITIONING}}: your value pillars and how you beat alternatives.
{{QUOTES}}: verbatim lines from the interviews.

If any of PAINS, EXTERNAL_FORCE, RESULTS, or QUOTES is missing or thin, do not
draft yet. Ask me questions one at a time, and keep asking until you have enough
verified material to fill every section of the output format. Never invent a
metric, a quote, or a result. If a number has no source in the inputs, drop it
and keep the principle.

METHOD
1. Map the story to the five stage arc, in order:
   a. PAIN: pick 1 to 3 legitimate, broadly relatable business challenges. Aim
      for 3 when the story is broad; use 1 to 2 for a narrow feature story.
   b. EXTERNAL FORCE: frame the disruption as something happening TO the
      customer (a true market shift), so they stay sympathetic and heroic.
   c. NEGATIVE CONSEQUENCES: state what got worse if they did nothing. Quantify
      where possible; otherwise make the stakes clearly severe.
   d. BENEFITS: match one realized benefit to each pain, one to one (3 pains
      means 3 benefits), drawn from PRODUCT_POSITIONING.
   e. PROOF AND ROI: explain HOW the product delivered and why it beats
      alternatives, then layer in the quantified results and quotes.
2. Quantify soft benefits: when a benefit resists a direct dollar figure,
   translate it into a concrete unit the buyer cares about (for example, minutes
   of productive time added per person per day), then let the customer make the
   money connection in their own words. Never fabricate the conversion.
3. Write for skimmers: a reader must grasp the main points from the title,
   subtitle, summary bullets, and visuals alone, without reading the body.
4. Feature the people AND the business: name the champion and other personas
   with titles and quotes, and describe the account, so a future buyer sees
   themselves. Use the customer's vocabulary over your messaging pillars.

OUTPUT FORMAT
Return the draft in this structure, with Challenges, Solution, and What's Next
as their own headers:
- TITLE: one takeaway that names the customer brand and the headline result.
- SUBTITLE: how that result came to life via your solution. Title plus subtitle
  should read like a newspaper headline and subhead.
- TL;DR SUMMARY: 3 to 5 bullets that mirror the section headers below.
- BUYER PROFILE: a short callout on the business plus the champion (title, role,
  and a standout quote); note a photo placeholder.
- CHALLENGES: pains, the external force, and the negative consequences; include
  a buyer quote about the pain (more believable from them than from you).
- SOLUTION AND RESULTS: how you solved it, the value pillars used, and the
  quantified and soft results, with a metric callout.
- WHAT'S NEXT: what is next for the champion, their business, and their journey
  with the product, signaling a continuing partnership.
Also list VISUAL CUES: where to place logos, personas, product screenshots, and
big brand colored metric numbers.
After the draft, add a FACT CHECK LIST: every number, quote, name, and title
that appears in the draft, each mapped to the exact input it came from, plus
anything I must confirm with the customer before publishing (approval status,
quote wording, name and title spellings).

SELF CHECK (run before returning)
- Facts to verify: every number, quote, and result traces to the inputs and
  appears on the FACT CHECK LIST. No invented metrics. Written approval is
  assumed secured before this draft.
- Hero's journey: customer is the hero, product is the mentor, the villain is
  an external force, not the customer.
- People and business both featured; the story reads in the customer's voice,
  not brand jargon.
- Claims are backed by quantifiable results that justify the purchase.
- Failure modes to avoid: long essay paragraphs with no bullets; too few
  visuals; stopping at a soft metric when a dollar figure was reachable; letting
  the brand voice drown out the customer voice.
If any check fails, revise before returning the draft.

For the most capable models. Goal and quality bar up front.

You are a senior B2B product marketer who writes customer case studies that
close deals.

GOAL AND DELIVERABLE
Turn a real customer win into a skimmable, sectioned case study draft, built on
the hero's journey: the customer is the hero, the product is the mentor, and the
disruptor is an external market force, never a self inflicted problem. Your first
line of output is the case study TITLE (customer brand plus headline result),
then the SUBTITLE, then the full draft. Supporting detail follows.

CONTEXT INTAKE
{{CUSTOMER_COMPANY}}: the account, brand strength, industry, size.
{{CHAMPION}}: the individual advocate (name, title, buying role).
{{OTHER_PERSONAS}}: other buyers or users interviewed.
{{PAINS}}: 1 to 3 verifiable pre purchase challenges.
{{EXTERNAL_FORCE}}: the market shift that made those pains urgent.
{{RESULTS}}: quantitative and soft outcomes, in the customer's framing.
{{PRODUCT_POSITIONING}}: your value pillars and how you beat alternatives.
{{QUOTES}}: verbatim interview lines cleared for publication.

PRINCIPLES (non negotiable)
→ Arc, in order: pain, external force, negative consequences of inaction, one
  realized benefit matched one to one to each pain, then proof and ROI.
→ Quantify soft benefits: translate each into a concrete unit the buyer cares
  about (for example, minutes of productive time per person per day), then let
  the customer make the money connection in their own words.
→ Write for skimmers: title, subtitle, summary bullets, and metric callouts must
  carry the whole story without the body.
→ Feature the people and the business: name the champion and personas with
  titles and quotes, describe the account, and use the customer's vocabulary
  over your messaging pillars.
→ Include a fact check list mapping every number, quote, name, and title to its
  source input, plus what must be confirmed with the customer before publishing.

QUALITY BAR (excellent output satisfies all)
→ A skim reader gets the full story from title, subtitle, bullets, and metric
  callouts alone.
→ The hero, mentor, and external villain roles are unmistakable.
→ Real humans appear with titles and quotes; soft benefits land as concrete
  units and then as money in the customer's own words.
→ Every number and quote traces to an input and appears on the fact check list.

BOUNDARIES
→ Do not invent a metric, quote, result, name, or title. If a number has no
  source, drop it and keep the principle.
→ Do not pad with generic marketing advice or let brand voice drown out the
  customer voice.
→ If PAINS, EXTERNAL_FORCE, RESULTS, or QUOTES is missing or thin, ask one
  focused question instead of guessing, and keep asking until you can fill every
  section.

Five lines. Speed over rigor.

Write a skimmable B2B case study for {{CUSTOMER_COMPANY}} where the customer is
the hero and the product is the mentor. Use {{CHAMPION}}, {{PAINS}},
{{EXTERNAL_FORCE}}, {{RESULTS}}, and {{QUOTES}} to build the arc: pain, external
force, benefits matched to each pain, then proof with quantified results.
Never invent a number or quote; if one is missing, ask before drafting.

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What good output looks like

  • A skim reader gets the full story from the title, subtitle, summary bullets, and metric callouts, without reading the body.
  • The customer is unmistakably the hero, the product is the mentor, and the disruption reads as an external market force, not a self inflicted mistake.
Show 3 more quality checks
  • Real humans appear with titles and quotes, and soft benefits are translated into a concrete unit the buyer cares about, then into money in the customer's own words.
  • Every number and quote traces back to the inputs; nothing is invented.
  • The draft ends with a fact check list that maps every number, quote, name, and title to its source input, so you can audit the story with the customer before it ships.

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    Wire customer stories into the launch so every asset lands through a customer lens.

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