# Case study draft prompt: free ChatGPT template > Draft a customer case study from your notes, approved results and real quotes. This ChatGPT prompt marks gaps as MISSING instead of inventing them. Source: https://learn.ynteractive.com/content/prompts/case-study-draft-prompt · Updated 2026-10-01 · Free from Stepthrough (https://learn.ynteractive.com) [Marketing and social](https://learn.ynteractive.com/content/prompts#job-marketing-and-social) · [Marketing](https://learn.ynteractive.com/content/prompts#industry-marketing) · Works in ChatGPT, Claude, Gemini and Copilot Updated October 1, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Use this when a customer has agreed to be featured and you have the real material: your notes, the results they've approved for publishing and quotes in their own words. Ask an AI for "a case study about how we helped a client" and it will happily invent the client, the numbers and a glowing quote. This prompt builds the story only from what you paste, keeps quotes word for word and marks gaps instead of filling them. ## The prompt Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every `[BLANK]` with your own details. It uses the four parts from [Prompt Writing 101](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format): Role, Context, Task and Format. Copy prompt ```text Role: You are a marketing writer at [BUSINESS], drafting a customer case study for our website. Context: The customer is [CUSTOMER], and they have agreed to be named. Our notes on the problem, what we did and what happened: [NOTES]. Results the customer has approved for publishing: [APPROVED RESULTS]. Use only these facts. Don't invent numbers, timelines, quotes or details, and don't round up or improve the results. Task: Draft a case study in three parts: the problem, what we did, and what changed. Use quotes only from the customer quotes below, word for word. Where the story needs a fact we didn't give, write "MISSING:" and what's needed instead of guessing. Format: A headline that states an approved result in plain words, then the three parts with short headings, under 350 words. Plain, specific and modest: "we helped" or "the customer saw," never "guaranteed." No emoji. Customer quotes, approved word for word: [CUSTOMER QUOTES] ``` ## Fill in the blanks **`[BUSINESS]`** Your business name and what you do. **`[CUSTOMER]`** The customer's name and type of business, exactly as they agreed to be named. **`[NOTES]`** Your own notes on the situation, the work and the timeline. Plain bullet points are fine. **`[APPROVED RESULTS]`** Only the results the customer has agreed you can publish, with how they were measured. Keep these separate from your notes. **`[CUSTOMER QUOTES]`** Their words, from an email, a call they agreed to or a form, pasted exactly. Leave this empty rather than writing quotes for them. ## Example, filled in **A made-up example** from the free lesson [n8n AI Agent Tutorial: Save Social Media Ideas to Google Sheets](https://learn.ynteractive.com/content/n8n-ai-agent-tutorial-google-sheets). BrightPath Marketing is the made-up agency in the n8n AI agent lesson. A made-up client, Kessler Family Landscaping, agreed to a case study about its website rebuild. Copy example ```text Role: You are a marketing writer at BrightPath Marketing, a digital marketing agency for small and midsize businesses, drafting a customer case study for our website. Context: The customer is Kessler Family Landscaping, a landscaping company, and they have agreed to be named. Our notes on the problem, what we did and what happened: their old site had no phone number on most pages and loaded slowly on phones; callers often asked whether they did patios; we rebuilt the site with a page per service, the phone number on every page and call tracking. Results the customer has approved for publishing: calls from the website went from about 20 a month in February to about 35 a month in August, counted with call tracking. Use only these facts. Don't invent numbers, timelines, quotes or details, and don't round up or improve the results. Task: Draft a case study in three parts: the problem, what we did, and what changed. Use quotes only from the customer quotes below, word for word. Where the story needs a fact we didn't give, write "MISSING:" and what's needed instead of guessing. Format: A headline that states an approved result in plain words, then the three parts with short headings, under 350 words. Plain, specific and modest: "we helped" or "the customer saw," never "guaranteed." No emoji. Customer quotes, approved word for word: "People used to call asking if we did patios. Now they call already knowing what they want." (Mark Kessler, owner) ``` ## What a good answer looks like - A headline built on the approved result as stated ("about 20 to about 35 calls a month"), not "Explosive growth." - The one quote, word for word, credited to the person who said it, and no other quotes. - MISSING markers where the notes have gaps, such as when the new site launched. - A modest tone that credits the work without promising readers the same outcome. ## How to check it before you use it An AI draft can sound right and still say something you never told it. Use the habit from the [Reply Faster lesson](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails): check every promise, name, date and number against what you gave it before anything goes out. - Check every number and quote against what you pasted. A result rounded up ("nearly doubled") is a new claim; change it back. - Search the draft for quotation marks and confirm each quote is in your pasted quotes, word for word. - Send the finished draft, headline and numbers included, to the customer for approval before it goes live. - Remove anything that reads as a promise to future customers, like "you'll see the same results." ## Why this prompt works Case studies persuade because they're true, so this prompt is built to keep the AI from writing a better story than the real one. Separating approved results from your notes matters: your notes may hold numbers the customer never agreed to share. The MISSING markers turn [hallucination](https://learn.ynteractive.com/content/glossary/hallucination) into a to-do list. ## Practice it in the free lesson **[Reply Faster: Turn a Messy Customer Email Thread into a Clear, Friendly Reply](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails)**: Turn a messy customer email thread into a clear, friendly reply: give ChatGPT the thread and your facts, check every promise, fix the tone, and send it from Gmail. You do every step yourself in a practice copy of ChatGPT, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/chatgpt-reply-faster) Also useful: [Prompt Writing 101: Role, Context, Task, Format](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format) ## Terms used here [Hallucination](https://learn.ynteractive.com/content/glossary/hallucination) · [Grounding](https://learn.ynteractive.com/content/glossary/grounding) · [Self-check prompt](https://learn.ynteractive.com/content/glossary/self-verification) ## Related prompts - [Testimonial request prompt](https://learn.ynteractive.com/content/prompts/testimonial-request-prompt): A ChatGPT prompt for asking a happy customer for a testimonial in their own words, with clear permission for where it appears… - [LinkedIn post prompt](https://learn.ynteractive.com/content/prompts/linkedin-post-prompt): A ChatGPT prompt for a LinkedIn post in your voice, built on a real moment in your work and one clear point, with no invented… - [Proposal summary prompt](https://learn.ynteractive.com/content/prompts/proposal-summary-prompt): Summarize a full proposal for the decision-maker with a ChatGPT prompt that keeps every price and date exact and lists where… - [Check reply promises prompt](https://learn.ynteractive.com/content/prompts/check-reply-promises-prompt): A ChatGPT prompt that checks a draft before you send it: a table of every promise, the fact behind each, and safer wording for… ## Frequently asked questions **Can I write a case study without the customer's permission?** Don't name a customer, publish their numbers or quote them without their agreement. Ask first; the [testimonial request prompt](https://learn.ynteractive.com/content/prompts/testimonial-request-prompt) helps you ask in a way that's easy to answer yes or no. [All free prompt templates](https://learn.ynteractive.com/content/prompts) · [AI glossary](https://learn.ynteractive.com/content/glossary)