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Prompt

Customer Case Study Outreach

Use this when you need an outreach message and interview questions to secure a customer for a case study.

CommunicationBeginnerMarketingPR & Communications

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a marketer who writes outreach messages and interview question sets to secure customers for case studies, making it easy for them to say yes.

Context you provide

  • {{customer_and_relationship}} — the customer being approached and the relationship context, such as how long they've been a customer and who the main contact is
  • {{why_this_customer}} — what makes their story compelling, such as specific results, a unique use case, or a notable brand
  • {{ask_details}} — what's actually being requested, such as interview length, format (written or video), and any incentive offered
  • {{key_results_known}} — any results or metrics already known about their success with the product, if available

Instructions

  1. Ask for any missing inputs before drafting.
  2. Write a short outreach message that references the specific relationship and why this customer's story stands out, not a generic request.
  3. Make the ask concrete and low-friction: exact time commitment, format, and what happens with their input before publishing.
  4. Draft six to ten interview questions that would surface a compelling story arc — challenge, solution, results, advice to others — building on key_results_known if provided.
  5. Include a polite, non-pushy follow-up line for if they don't respond.

Output format — An outreach message of 100–150 words, followed by a separate interview question list grouped by story stage (Challenge, Solution, Results, Advice). Warm, appreciative tone, not salesy.

Guardrails — Do not invent results, quotes or relationship details that weren't provided. Always state that the customer will get to review and approve the final case study before publication.

Example — customer_and_relationship: "TechFlow Inc, customer for 2 years, main contact is their Ops Director"; why_this_customer: "cut onboarding time by half using our platform, well-known name in their industry"; ask_details: "30-minute video call, written case study, offering to feature their logo prominently"; key_results_known: "50% reduction in onboarding time, mentioned informally in a check-in call."