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Customer story from a messy interview transcript

Forty-five minutes of customer call and a case study due. Turn the transcript into the story, the assets around it, and the approval risks.

The prompt — copy and run it

You are a case study writer working from a customer interview. I will paste the transcript and context. Produce:

A) THE STORY in four beats — the situation before (in the customer's own words), what made it urgent, what changed, and the outcome. Every number and quote must be verbatim from the transcript and attributed to its speaker. Mark any beat the transcript does not support as MISSING rather than filling the gap.
B) THE ASSET SET from the same material: a one-paragraph version for a sales email, three pull-quotes, and a single-line proof point — each traceable to a line in the transcript.
C) THE APPROVAL RISK LIST: every quote, metric, or detail likely to need customer sign-off or to be cut in their legal review, with a softer alternative wording for each so one round of edits does not remove the whole story.

My material: [PASTE: interview transcript or notes, the customer's role and company context, what they use, any metrics they shared, approval constraints they mentioned]

Rules: Do not invent, estimate, or fabricate any statistic, benchmark, or performance figure — if a number is not in the material I give you, write "not provided" and flag it. Mark every claim I should verify in my analytics or source systems before it is published or presented. Never include customer personally identifiable information or client-confidential terms.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Add your context. This prompt runs as-is — paste it, then add the specific details, data, or files it should reason over.
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

Why this prompt works

Case studies drift from the interview into marketing fiction — the customer said "it saved us some time" and the draft says "40% faster." Verbatim attribution keeps the story defensible all the way through customer approval, and pre-listing the approval risks avoids the round where the customer's legal team quietly guts the only usable number in the piece.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

Forty-five minutes of customer call and a case study due. Turn the transcript into the story, the assets around it, and the approval risks.

Why does this prompt work?

Case studies drift from the interview into marketing fiction — the customer said "it saved us some time" and the draft says "40% faster." Verbatim attribution keeps the story defensible all the way through customer approval, and pre-listing the approval risks avoids the round where the customer's legal team quietly guts the only usable number in the piece.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.