Customer case study

Purpose

Create a credible customer story that connects an initial problem, chosen approach, implementation, and measured outcome without overstating evidence.

Scope

The skill covers interview analysis, narrative structure, outcome evidence, quotes, sensitive details, short and long versions, and a review draft.

Excluded: requesting approval, inventing metrics, making legal claims, and publishing the story.

Data basis

• Interview transcript supplied as an input.
• Customer context, outcome data, permissions and template in scope.
• Product facts and brand guide in scope.

Result

A long case study, quote bank, and approval-ready review draft.

Quality criteria

• Every material fact and quote cites the transcript or evidence source.
• Outcomes include measurement basis, period and limitations.
• Inferences are labelled and sensitive details are identified.
• Short and long versions do not contradict one another.

Instructions

Use the customer's language where accurate, but do not turn an opinion into a result. Prefer specific before/after evidence and explain the comparison basis. Never imply that one customer's result is typical. Preserve uncertainty and mark every detail that needs customer or legal confirmation.

Adapt before use

• Add the case-study template and customer approval rules.
• Define approved metrics, attribution language and disclosure requirements.
• Add product facts and brand guidance.
• Define redaction rules for names, figures and sensitive details.
• Keep source facts, analysis, recommendations, and unresolved questions visibly separate.
• Preserve stable document, section, page, sentence, URL, or row identifiers in every finding.
• Record assumptions about audience, channel, period, approval status, and data coverage.
• Treat missing guidance as an adaptation gap rather than inventing a company rule.
• Prefer a precise, bounded recommendation over a broad generic rewrite.
• Use supplied terminology consistently across the document, sheet, and any derivative copy.
• Do not infer performance, customer behavior, product capability, or market response from wording alone.
• Make every unresolved issue actionable by naming the missing decision, evidence, owner, or source.
• Keep factual claims traceable even when the final copy is concise.
• Recheck that counts, names, dates, and identifiers match across all outputs.
• Mark hypotheses as hypotheses and preserve competing explanations when evidence is mixed.
• Use the stated acceptance criteria as the final completeness check.