AI playbook · Sales

Write case studies from real projects

Turn a finished project into a short before-and-after story that helps future customers understand what you do.

Setup: 1 hourIntermediate Get the prompt

The problem

Your best sales tool is proof that you have solved the same problem before. Most businesses never write it down.

Step by step

  1. Pick a project you are proud of and ask the customer for permission to feature it.
  2. Write rough notes: the problem, what you did, the result, a quote from the customer in their own words.
  3. Ask the AI to shape it into a short story with headings.
  4. Send the draft to the customer to approve.
  5. Add real photos and publish.

The prompt

Turn these notes into a short case study for {business name}.
Customer (with permission): {customer}
The problem: {problem}
What we did: {what we did}
The result: {result}
Customer quote (do not change it): {quote}
Structure: a headline, the problem, the approach, the result. 300 to 400 words. Do not add numbers or claims that are not in the notes.

Replace the {highlighted} parts with your details, or fill them in with the prompt builder.

Check before you use it

  • The customer has approved the final text.
  • Numbers are real and provable.
  • The quote is word for word.

Privacy

  • Only share what the customer agreed to.

Do’s and don’ts

Do

  • Get written permission first.
  • Use specific details: the place, the problem, the timing.
  • Include photos of the real work.

Don’t

  • Polish the customer’s quote into marketing language.
  • Round results up.
  • Publish without the customer’s approval.

When not to use AI for this

Never invent customers, results or quotes. Fake testimonials are illegal in many countries.

Tools that can help

ChatGPTOpenAI’s general assistant for drafting, summarising, analysing files and brainstorming.
ClaudeAnthropic’s general assistant, good with long documents, writing and analysis.
CanvaDesign tool with AI features for images, layouts, resizing and short copy.

We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.

Useful for

Real estate agentsConstruction and contractorsMarketing and creative agenciesPhotographers and videographersArchitects and interior designers

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