Official skill · Marketing
Customer case study
Writes a customer case study from interview notes (situation, problem, why you, what changed with numbers, a quote) and lists approval items. Use it when you've interviewed a happy customer and need a publishable story.
AI skill
Have your AI write a customer case study from your interview notes
14 days free · No card needed
Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.
When to use it
- You've interviewed a happy customer and need a publishable story
- Sales needs proof for a specific segment or objection
What you give it
- Interview notes or transcript
- Customer name, role, company, size
- Before and after numbers (optional)
What you get
A 400 to 700 word case study with a summary box and a checklist of items the customer must approve.
How it works
- Find the before state in their words
- Name why them, why you
- Pull the numbers
- Pick 1 to 2 quotes
- Write the headline from the result
- Structure for skimmers
- List approval items
Example
What you give it
Interview with Tomás Reyes, operations lead at Greenline Couriers (60 drivers, regional delivery). Before: dispatch done on a whiteboard and group chat, "every morning was chaos, 2 hours just assigning routes". Tried a big fleet suite, too complex. Picked Routelyn for the phone app drivers already understood. After 2 months: route assignment takes 20 minutes; missed deliveries down from about 30 a week to 8 (from Routelyn's dashboard). Quote: "My drivers stopped calling me at 7 a.m.
What you get back (the start of it)
Greenline Couriers cut morning dispatch from 2 hours to 20 minutes
| Customer | Greenline Couriers, regional delivery, 60 drivers |
|---|---|
| Challenge | Routes assigned by hand on a whiteboard and group chat |
| Result | Dispatch takes 20 minutes; missed deliveries fell from about 30 to 8 a week |
The situation
Greenline Couriers runs 60 drivers across the region. Before Routelyn, every route was planned on a whiteboard and sent out in a group chat.
The problem
"Every morning was chaos," says Tomás Reyes, operations lead. Assigning routes alone took 2 hours.
The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.
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Changelog
- v1.0.1 · · Example: the story drops details the interview doesn't give ('until this spring', changes lost in the chat, the first van, 'for a team its size'), and the 400-700 word default says not to pad thin notes.
- v1.0.0 · · First release.
Sources
- FTC's Endorsement Guides: What People Are Asking (read 2026-11-04)
- Inverted Pyramid: Writing for Comprehension (read 2026-11-04)