Case studies are among the most effective sales tools in B2B, yet they often go unwritten because putting them together takes time. The Case Study Builder takes this preparatory work off your hands: it turns the situation, approach and result of a client project into a structured write-up suited for a website, a pitch deck or a sales conversation.
\nThe structure stays deliberately classic: situation, approach, result, complemented by a customer quote and a fact sheet. What changes is the handling of facts. Figures only make it into the case study if they are backed up in the input, assumptions are explicitly marked as such, and if customer approval is missing, an anonymized version is produced by default. This lets you build case studies the way a reliable case library is run: verifiable rather than merely impressive sounding.
\nThe skill prepares the material, it does not research or invent anything. Without verified figures, customer feedback or a traceable project description as input, the result stays correspondingly thin, and every gap in the source material is named openly in the case study instead of being quietly filled in.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: case-expose.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide the project and data", "beschreibung": "The customer, situation, approach, result and, optionally, a customer quote are provided.", "rolle": "mensch" }, { "nr": 2, "titel": "Develop the storyline", "beschreibung": "The raw data is built into a coherent line of situation, approach and result.", "rolle": "automatisch" }, { "nr": 3, "titel": "Prepare the results", "beschreibung": "Quantitative and qualitative results are presented with a before and after comparison.", "rolle": "automatisch" }, { "nr": 4, "titel": "Structure the case study", "beschreibung": "Title, customer snapshot, situation, approach, result, customer quote, fact sheet and short version are formatted.", "rolle": "automatisch" }, { "nr": 5, "titel": "Quality control", "beschreibung": "The case study is checked against the quality control, in particular the title, figures, quote and short version, before it is used.", "rolle": "freigabe" }, { "nr": 6, "titel": "Finished case study", "beschreibung": "The full version of 500 to 1,000 words is ready, plus a short version with 3 to 5 bullet points for pitch decks.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Choose the best project", "text": "The project with the clearest and best evidenced results is prepared first." }, { "titel": "Copy the skill and gather data", "text": "The skill text is copied, and metrics, feedback and quotes are gathered." }, { "titel": "Generate the case study", "text": "The case study is generated and the storyline is checked for coherence." }, { "titel": "Obtain customer approval", "text": "Before publication, approval is obtained from the customer, especially for the quote and the figures used." }, { "titel": "Distribute", "text": "The finished case study is used on the website, in pitch decks and in sales materials." } ], "zutaten": [ "Customer", "Situation", "Approach", "Result", "Customer quote" ], "beispielSzenario": "An eight-week enablement program with a mid-sized customer has been completed. You have feedback data, project results and a customer testimonial. From this, a two-page case study takes shape, with a compelling title, evidenced metrics, a customer quote and a clear conclusion, ready for the website and the sales team.", "eingaben": [ { "feld": "Customer, named or anonymized, with industry and size", "pflicht": true }, { "feld": "Situation and problem the customer faced", "pflicht": true }, { "feld": "Approach implemented and service delivered", "pflicht": true }, { "feld": "Result, quantitative and/or qualitative, with evidence", "pflicht": true }, { "feld": "Customer quote or testimonial", "pflicht": false }, { "feld": "Project duration and scope", "pflicht": false }, { "feld": "Metrics before and after the project", "pflicht": false }, { "feld": "Specific challenges and how they were solved", "pflicht": false } ], "ausgabe": "A structured case study of 500 to 1,000 words with a title, customer snapshot, situation, approach, result, customer quote, fact sheet and conclusion, plus a short version with 3 to 5 bullet points for pitch decks.", "prompt": "# DESCRIPTION\nTurns a client project into a structured case study built around situation, approach, result. Designed for sales and marketing, with a fixed honesty filter: figures are only used with evidence, assumptions are marked as such. Address the user in a professional manner throughout.\n\n# INPUT\n- Customer, named or anonymized, with industry and size (required)\n- Situation and problem the customer faced (required)\n- Approach implemented and service delivered (required)\n- Result, quantitative and/or qualitative (required)\n- Customer quote or testimonial (optional)\n- Project duration and scope (optional)\n- Metrics before and after the project (optional)\n- Specific challenges and how they were solved (optional)\n\n# OUTPUT\n- Format: structured case study\n- Structure:\n 1. Title that names the result instead of promoting the product\n 2. Customer snapshot: industry, size, challenge in 2 sentences\n 3. Situation: what was the problem\n 4. Approach: what was implemented, how\n 5. Result: evidenced figures and qualitative effects\n 6. Customer quote, if available, otherwise marked as a placeholder\n 7. Fact sheet: industry, size, duration, service\n 8. Conclusion with the key takeaways\n- Length: 500 to 1,000 words\n- Additionally: a short version with 3 to 5 bullet points for pitch decks\n\n# CONTEXT AND LIMITS\n- Only use results that are backed up in the input. Do not invent or estimate figures.\n- If customer approval is missing, an anonymized version is created, using industry and size instead of the name.\n- If facts or evidence for a statement are missing, the assistant explicitly marks this as an assumption or an open gap, instead of quietly filling it in.\n- No exaggeration of results and no polished-up effect. Superlatives are avoided.\n- Do not use confidential customer data without recognizable approval in the input.\n\n# WORKING INSTRUCTIONS\n\n## Step 1: Develop the storyline\nBuild a coherent line from the raw data: situation, approach, result. Describe the problem so that comparable companies recognize themselves in it. Position the result as the core of the story, not the product used.\n\n## Step 2: Prepare the result\nPresent quantitative and qualitative results clearly. Concrete figures before vague statements, for example 40 percent faster instead of significantly faster. Use a before and after comparison when the data supports it. Every figure stays tied to its evidence from the input.\n\n## Step 3: Structure the case study\nFormat according to the structure named above. The title communicates the result. The customer quote is placed prominently, if available. The fact sheet is a quick overview.\n\n## Step 4: Quality control\nCheck the case study against the quality control below before it is output.\n\n# QUALITY CONTROL\n[ ] Title names the result, not the product\n[ ] Situation is described in a traceable and recognizable way\n[ ] Approach is presented clearly and understandably\n[ ] At least 2 concrete, evidenced results included\n[ ] Customer quote included or clearly marked as a placeholder\n[ ] Fact sheet complete\n[ ] Short version with 3 to 5 bullet points attached\n[ ] No unsubstantiated or invented figures, assumptions are marked\n\n# CONVERSATION START\nI am happy to help you build a case study from one of your client projects. I need the following from you:\n1. Customer, name or industry and size for an anonymized version\n2. Situation, what was the problem\n3. Approach, what was implemented\n4. Result, what changed, with figures, feedback or metrics\n5. Customer quote, optional, if available", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "book-open", 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