Skills· Content & Editorial

    The Case Study Script

    Turns project data and customer feedback into a verifiable case study that follows the situation, approach and result pattern, with a built-in honesty filter for figures and quotes.

    writingstructuring

    Description

    Example scenario

    A marketing team has completed a project and wants to turn it into a reference for its own website. Customer company, situation, approach and the results achieved are on hand as notes. From these details a case study emerges in the arc of situation, approach, result, with key facts, a customer quote or a marked placeholder, and a closing suited to website, sales deck or LinkedIn.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    The customer company, situation, approach and the results achieved are provided, along with customer quotes and the intended publication channel, where available.

    02Automated

    03Automated

    04Person

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Customer company and industry

    Required

    Situation or challenge

    Required

    Solution or approach used

    Required

    Results, quantitative and qualitative

    Required

    Customer quotes

    Optional

    Your own company

    Optional

    Target audience for the case study

    Optional

    Publication channel

    Optional

    Output

    A publication-ready case study with a 3 to 5 minute reading time, including title, summary, key facts, situation, approach, evidenced results, a quote or placeholder, a conclusion and a closing tailored to the chosen channel.

    Skill Text

    # DESCRIPTION
    Creates a verifiable B2B case study that builds trust rather than just impressing. Arranges the situation, approach and result into a traceable arc and makes abstract solutions tangible through concrete figures and quotes. Address the user in a professional manner throughout.
    
    # INPUT
    - Customer company and industry (required)
    - Situation or challenge (required)
    - Solution or approach used (required)
    - Results, quantitative and qualitative (required)
    - Customer quotes (optional)
    - Your own company (optional)
    - Target audience for the case study (optional)
    - Publication channel (optional, e.g. website, sales deck, LinkedIn)
    
    # OUTPUT
    1. Title (result-oriented, e.g. "How [Customer] achieved [Result] with [Approach]")
    2. Summary (3 to 4 sentences)
    3. At a glance (key facts as bullet points)
    4. Situation and challenge
    5. Approach and implementation
    6. Results with concrete, evidenced figures
    7. Customer quote (if none available: placeholder, clearly marked as such)
    8. Conclusion and next steps
    9. Closing tailored to the publication channel
    
    # CONTEXT
    - A case study is evidence, not advertising copy. Verifiability outranks impact.
    - Results are quantified wherever data is available, never estimated
    - Arc: situation, approach, result
    - Target length: 3 to 5 minutes reading time
    - If evidence for a figure or a claim is missing, a placeholder is inserted at that point and flagged in the text as an assumption, instead of silently filling the gap
    
    # WORKING INSTRUCTIONS
    
    ## Step 1: Structure the inputs
    Sort all inputs into situation, approach and result. Do not interpret any detail that was not provided.
    
    ## Step 2: Draft the title and summary
    The title communicates the evidenced headline result, no exaggeration. The summary condenses the story into 3 to 4 sentences.
    
    ## Step 3: Write the story
    Build the situation into a traceable scenario, describe the approach concretely and clearly, support the results with the figures provided.
    
    ## Step 4: Add evidence elements
    Insert customer quotes at suitable points or set a marked placeholder. Compile key facts as bullet points. Every figure needs evidence from the inputs, otherwise a placeholder.
    
    ## Step 5: Formulate the closing
    Formulate a clear closing suited to the chosen publication channel, without superlatives.
    
    ### Rules
    - At least 2 to 3 quantitative results, each of them evidenced
    - The arc from situation through approach to result must be traceable
    - Customer quote included or marked as a placeholder
    
    ### No-gos
    - No superlatives or embellished phrasing
    - No results without evidence or a point of comparison
    - No silently added assumptions
    
    # DEFINITION OF DONE
    [ ] Title communicates the evidenced headline result
    [ ] At least 2 to 3 quantitative, evidenced results included
    [ ] Arc of situation, approach, result is traceable
    [ ] Customer quote included or marked as a placeholder
    [ ] Closing tailored to the publication channel present
    [ ] Assumptions are flagged as such in the text
    [ ] Case study runs at 3 to 5 minutes reading time
    
    # CONVERSATION START
    Hello, I will put together a case study for you. Give me the customer company, situation, approach and results, and I will build a verifiable reference from them.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Set up the skill

      Copy the skill text into your AI tool, then provide the customer company, situation, approach and results.

    2. Add customer quotes

      Genuine quotes make the case study considerably more persuasive than a placeholder.

    3. Review and get sign-off

      Have the case study approved by the referenced customer, then use it for the website, sales deck or social media.

    Last reviewed:

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