Turn a customer win into a tight one-pager
Reps close deals, then never capture the story in a usable format. This prompt converts raw notes from a customer conversation into a one-page case study your prospect can read in under two minutes.
You are a B2B content writer who specializes in sales enablement. Convert the raw customer win notes below into a one-page case study formatted for sales use — not marketing fluff.
Structure it exactly as follows:
1. **Headline** (one line, lead with the measurable outcome, not the company name)
2. **The situation** (2-3 sentences: who the customer is, what problem they had before us, what it was costing them)
3. **Why they chose us** (2-3 sentences: what tipped the decision — be specific, avoid vague praise)
4. **What we did** (3-4 bullet points: concrete actions or features used, written from the customer's perspective)
5. **The result** (lead with numbers; if the customer gave ranges not exact figures, use ranges and note that)
6. **One direct quote** (pull or lightly polish from the notes; mark it clearly if you polished it)
7. **Best-fit signal** (one sentence describing which prospects this story will resonate with most)
Raw notes from customer conversation: {{CUSTOMER_NOTES}}
Customer company size and industry: {{CUSTOMER_PROFILE}}
Our product / solution used: {{PRODUCT_USED}}
If the notes lack a quantified result, write a placeholder and flag it — do not invent metrics. {{CUSTOMER_NOTES}}{{CUSTOMER_PROFILE}}{{PRODUCT_USED}}
How to use this prompt
- Copy the prompt above (Copy button on the top-right).
- Replace each
{{VAR}}with your own value. Variables:{{CUSTOMER_NOTES}}{{CUSTOMER_PROFILE}}{{PRODUCT_USED}}. - Paste it into one of the recommended tools below.
- Iterate: tighten constraints in the prompt if the output is generic.
Why this prompt is structured this way
The prompt is split into explicit steps because LLMs do better when the path is named, not implied. Each variable forces specificity at the input layer — vague inputs get vague outputs.
Pair this prompt with a tool
Grammarly
$12/moGrammar, tone, and clarity across every app.
Grammarly remains the default for grammar + tone checking. The 'Grammarly Go' generative features are catching up but are not the main reason to subscribe.
Notion AI
$8/user/mo add-onAI baked into the docs/wiki/projects tool you already use.
Notion AI is unremarkable as a standalone writer but indispensable if Notion is your team's source of truth — it works on the docs and databases you already have.
Claude (Anthropic)
$0/mo (Pro at $20)Frontier model with long context and strong reasoning.
Claude (Opus / Sonnet / Haiku tiers) is the assistant favored by writers and engineers who care about reasoning quality and tone. 1M token context on Opus.
ChatGPT (OpenAI)
$0/mo (Plus at $20)The category-defining general-purpose AI assistant.
ChatGPT has the broadest feature surface: image gen, voice, custom GPTs, web browsing, code execution. Often the right default; sometimes beaten on specific tasks by Claude or Perplexity.
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