B2B Case Study

Turn a customer interview or call notes into a case study with a results-led headline, quantified before/after, and the vendor as guide.

Write a B2B case study from the raw material below.

Raw material (interview transcript, call notes, emails, metrics):
"""
[PASTE EVERYTHING YOU HAVE: the customer's words matter most]
"""

Customer: [COMPANY + INDUSTRY + SIZE]
What we sell: [YOUR PRODUCT + WHAT IT REPLACED OR FIXED FOR THEM]
The reader: [THE PROSPECT WHO SHOULD SEE THEMSELVES IN THIS: role + situation]
Metrics I can publish (confirmed with the customer): [NUMBERS, or "need to extract from the material"]

Structure:
1. **Headline**: customer + quantified result: "How [Customer] [achieved metric] with [product category]". If no strong number exists in my material, give me the headline formula plus [METRIC NEEDED: which number to go get]; don't fabricate one.
2. **Snapshot box**: company, industry, size, use case, 2-3 headline results as stats.
3. **The challenge**: the customer's problem in their own words, quantified ("10 hours a week on manual reporting", not "inefficient processes"). What they tried first and why it failed.
4. **The solution**: why they chose us (from the material: their words, not our positioning), and what implementation actually looked like including friction; a too-smooth story reads as fiction.
5. **The results**: before → after for each metric, with timeframe. Every number traces to my material or gets flagged [CONFIRM WITH CUSTOMER].
6. **Pull quote**: the single strongest customer sentence from the material, verbatim or lightly trimmed (mark any trims with ellipses).
7. **CTA**: one line matched to the reader's situation.

Rules: the customer is the hero, we are the guide; every paragraph is about their decision and their outcome, not our features. 600-1,000 words, scannable: subheads, short paragraphs, stat callouts. Use only what's in the material; quotes must be real sentences from it, never composed. Where the story has a gap (what they tried before, who made the decision), list it as an interview follow-up question at the end.

How to use

Case studies influence roughly three-quarters of B2B purchase decisions, and the credibility lives in the specifics: real quotes, real numbers, real friction. Record a 20-minute customer call and paste the transcript: that's the ideal raw material. Get written approval on the final draft including every number and quote; the [CONFIRM] flags tell you exactly what needs sign-off.

Originated fromStan SedberryUpdated
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"""

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