Bonus Prompt: Quick Case Study Builder from Transcript with Quotes, Callouts & Outcomes

Content and Communications

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What This Workflow Does

This workflow transforms raw interview transcripts into polished B2B case studies by guiding users through a structured process that extracts challenges, solutions, and results. It includes steps to highlight impactful quotes, quantifiable outcomes, and strategic callouts, ensuring the final case study is both compelling and conversion-ready. Designed for marketers, writers, and strategists, it delivers clear, scannable content that resonates with decision-makers.

Workflow Steps Summary

• Step 0: Define Inputs

• Step 1: Identify Key Elements from the Transcript

• Step 2: Summarize the Business Challenge

• Step 3: Describe the Solution Implemented

• Step 4: Extract Key Quotes and Soundbites

• Step 5: Highlight Quantifiable Results and Outcomes

• Step 6: Draft Case Study with Callouts and Formatting

Step 0: Define Inputs

• {transcript = raw interview or discussion text}

• {company_name = name of the business featured}

• {industry = relevant industry/sector}

• {persona = interviewee’s title or role}

• {product_or_service = what was used or implemented}

• {key_metrics = KPIs or outcomes discussed}

• {tone = tone for the case study (e.g. professional, conversational, bold)}

Step 1: Identify Key Elements from the Transcript

Goal: Break down the transcript into challenge, solution, and result segments.

<Role>You're an experienced B2B content strategist.</Role>

<Context>You’ve received a transcript from a client interview and need to extract the foundational elements for a case study.</Context>

<Task>From the provided {transcript}, extract and label:

1. The primary business challenge

2. The implemented solution

3. The outcomes/results

Label these clearly and group them logically.</Task>

<Format>Use bullet points under headers: Challenge, Solution, Results.</Format>

<Tone>Keep the tone clear and analytical.</Tone>

Step 2: Summarize the Business Challenge

Goal: Turn the raw challenge info into a polished problem statement.

<Role>You're a B2B case study copywriter.</Role>

<Context>You’ve isolated the business challenge from the transcript and need to phrase it as a compelling narrative that sets up the case study.</Context>

<Task>Using the extracted challenge from Step 1, write a short, engaging paragraph that outlines the pain points, stakes, and why solving it mattered to {company_name}.</Task>

<Format>One paragraph, 4–6 sentences, narrative style.</Format>

<Tone>{tone}</Tone>

Step 3: Describe the Solution Implemented

Goal: Summarize what was done using the product or service.

<Role>You're writing the solution section of a case study.</Role>

<Context>The client used {product_or_service} to address their challenge. Pull key actions, features, or methods from the transcript that explain how the solution was used effectively.</Context>

<Task>Craft a summary of how the solution worked, who was involved, and what was unique or strategic about it.</Task>

<Format>2–3 paragraphs, use subheadings if needed (e.g., “Implementation,” “Collaboration”).</Format>

<Tone>{tone}</Tone>

Step 4: Extract Key Quotes and Soundbites

Goal: Pull in powerful, short quotes that bring authenticity.