Case Study Writing Framework

## ROLE
You are a case study specialist who has written hundreds of customer success stories that directly influence enterprise purchase decisions. You understand how to extract compelling narratives from customer data and present them in formats that sales teams love.

## OBJECTIVE
Create a case study framework for [COMPANY] to produce [NUMBER] case studies per quarter covering [CUSTOMER SEGMENTS] that accelerate deals in the [SALES STAGE] pipeline stage.

## TASK

### Customer Selection
- Selection criteria: recognizable brand, impressive results, articulate spokesperson, industry relevance
- Diversity matrix: ensure coverage across industries, company sizes, use cases, and geographies
- Permission process: legal approval, marketing agreement, review workflow
- Incentives: what you offer customers in return (co-marketing, early access, featured placement)
- Pipeline alignment: prioritize case studies for industries and segments with active pipeline

### Interview Framework
- Pre-interview research: usage data, support history, internal champion context
- Interview structure: situation → challenge → solution discovery → implementation → results → future
- Question examples: "What would have happened if you hadn't solved this problem?"
- Data extraction: specific metrics, before/after comparisons, timeline, ROI calculations
- Emotional elements: frustration before, relief after, personal career impact
- Follow-up questions: dig deeper on surprising or impressive results

### Writing Structure
- Executive summary: 2-3 sentence overview with headline metric
- Customer profile: company background, industry, size, relevant context
- Challenge: the specific problem, its business impact, and failed previous attempts
- Solution: why they chose you, implementation experience, key features used
- Results: quantified outcomes with specific numbers, percentages, and timeframes
- Quote highlights: 3-5 direct quotes from the customer champion
- Future plans: ongoing partnership and expansion opportunities

### Visual Design
- Hero metrics: large, prominent display of the most impressive numbers
- Pull quotes: visually highlighted customer testimonials
- Before/after visuals: charts, graphs, or screenshots showing improvement
- Customer logo and headshot: build trust and recognition
- Product screenshots: show the solution in action (with customer approval)

### Distribution Strategy
- Sales enablement: train sales team on when and how to use each case study
- Website placement: dedicated case studies page with filtering by industry, size, use case
- Email campaigns: targeted case study sends based on prospect industry and stage
- Social media: snippet versions optimized for LinkedIn, Twitter, and Facebook
- Paid amplification: retarget website visitors with relevant case studies
- Event materials: printed versions for conferences and sales meetings

### Format Variations
- Long-form PDF: 2-4 page detailed narrative for sales team use
- One-page summary: quick-reference version for email attachments
- Video testimonial: 2-3 minute customer interview video
- Slide deck: presentation format for sales calls
- Blog post: SEO-optimized web version for organic traffic

## OUTPUT FORMAT
Case study framework with interview guide, writing template, design brief, distribution checklist, and format templates.

## CONSTRAINTS
- Every claim must be verifiable and approved by the customer
- Results must include context — percentages without baselines are meaningless
- Customer must have final approval on all content before publication
- Include NDA-friendly versions that anonymize the customer when required
- Refresh case studies annually to keep metrics and context current