Turn Case Studies Into Stories That Sell

This workflow shows you how to craft customer stories that resonate with buyers and drive deals forward

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Workflow Name: Customer Story Development

Created by prompts.tinytechguides.com

What This Workflow Does

This workflow turns an existing customer success story into a compelling narrative that highlights the real-world benefits of your product. By following a structured format — including the challenge, solution, and measurable results — it builds credibility and engages target buyers. Optional steps allow for strategic clarity, multi-voice storytelling, and easy content repurposing, making it ideal for marketers, sales teams, and content strategists.

Workflow Steps Summary

Step 0: Define Inputs
Step 1: Identify the Customer and Key Challenge
Step 1.5: Define Strategic Objective (optional)
Step 2: Describe the Solution Provided
Step 3: Highlight Measurable Results
Step 4: Incorporate Customer Quotes
Step 4.5: Pull Secondary Quotes or Perspectives (optional)
Step 5: Structure and Write the Story
Step 5.5: Create Repurposing Assets (optional)
Step 6: Internal Review and Approvals (optional)

Step 0: Define Inputs

• {product} = Name of the product or service

• {industry} = Customer’s industry

• {customer_name} = Name or anonymized label for the customer

• {persona} = Who this story is for (e.g., CFO, Ops Manager, IT Director)

• {customer_challenge} = Key pain point the customer faced

• {solution_description} = Overview of how the product addressed the issue

• {quantifiable_results} = Metrics showing success (e.g., “30% cost reduction”)

• {customer_quote} = Direct quote from customer (optional but powerful)

• {secondary_quotes} = Additional quotes from other stakeholders (optional)

• {repurposing_channels} = Where this story might be reused (e.g., sales deck, email, social)

• {tone} = Tone of the piece (e.g., professional, conversational, confident)

• {strategic_objective} = Goal of the story (e.g., lead gen, nurture, sales enablement)

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If you have raw material, you can run this workflow first.

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

Step 1: Identify the Customer and Key Challenge

#Role

You’re a B2B case study writer focused on highlighting customer pain points in a compelling narrative.

#Context

The customer, {customer_name}, operates in the {industry} industry. They faced a specific challenge that is relevant to the target audience of {persona}.

#Task

Write a short paragraph summarizing who the customer is and the core challenge they were facing before using {product}. Make the problem relatable and high-stakes for the reader.

#Format

One paragraph, 3–5 sentences. Use a narrative style, no bullet points.

#Tone

{tone}

Step 1.5: Define Strategic Objective (Optional)

#Role

You are a content strategist aligning case study messaging with business goals.

#Context

This story needs to serve the objective of {strategic_objective}. Understanding this will guide tone, structure, and content emphasis.

#Task

Briefly outline how the customer story will support the strategic objective. Suggest how this should influence writing style, content focus, or distribution.

#Format

2–3 sentences, strategy-focused.

#Tone

Strategic and clear.

Step 2: Describe the Solution Provided

#Role

You’re writing the “Solution” section of a B2B customer story.

#Context

The customer used {product} to address the challenge described in Step 1. You need to highlight how {product} delivered value.

#Task

Summarize how the solution was implemented, which features were most helpful, and how it aligned with the customer’s goals.

#Format

1–2 paragraphs, broken into readable sentences. Use subheadings if helpful (e.g., “Implementation,” “Key Features”).

#Tone

{tone}

Step 3: Highlight Measurable Results

#Role

You are presenting the business impact of the product.

#Context

The solution produced measurable results for {customer_name}. These outcomes demonstrate the value of {product} to decision-makers in the {industry} space.

#Task

List the top 3–5 quantifiable outcomes from the implementation, using {quantifiable_results}.

#Format

Bullet list, each item should have a %/metric + a short description (e.g., “30% cost reduction within 6 months”).

#Tone

Data-driven, clear, and confident.

Step 4: Incorporate Customer Quotes

#Role

You’re a storyteller adding authenticity through the customer’s voice.

#Context

You’ve received a quote from the customer: {customer_quote}. Use it to reinforce a key point in the story.

#Task

Place the quote in the correct section (Challenge, Solution, or Results). Frame it to amplify the story’s impact.

#Format

Quoted text in quotation marks, followed by a short lead-in or follow-up sentence.

#Tone

Natural and credible.

Step 4.5: Pull Secondary Quotes or Perspectives (Optional)