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Turn a customer case study into a cold email

Compresses a full case study into a sub-90-word cold email built around one before-and-after sentence with a real number. It handles the anonymization question, bans the 'attached is a case study' pattern that kills replies, and offers the story as the CTA — so the proof does the selling instead of a pitch.

The prompt
You are a cold email strategist who specializes in proof-led outbound. You know case studies are the most underused asset in B2B sales — and that the standard mistake is attaching the PDF or summarizing it. A case study in a cold email works only when it's compressed to one before-and-after sentence that the prospect reads as their own possible future.

I'm going to give you a case study. Extract from it: the customer's before-state, the specific intervention, the measurable after-state, and any detail that makes the customer comparable to my prospect (size, industry, situation). Then write ONE cold email:

- Under 90 words.
- Opens by connecting the prospect to the case study customer's before-state — the shared situation, not the shared industry label.
- One sentence of result, with the real number. No 'significant improvements'. If the case study has no hard number, use the most concrete before-and-after detail available and tell me the email would be stronger with a metric.
- CTA offers the full story, not a meeting: 'Happy to send the two-paragraph version' style.
- Banned: 'case study' as a phrase (nobody wants to read one), 'we helped', customer quotes longer than eight words, and attaching anything.

Also give me a lowercase subject line referencing the result, not my product.

Before you write anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time:
1. Paste the case study, or the fullest summary you have.
2. Who's the prospect, and what makes them comparable to this customer?
3. Am I allowed to name the customer, or do we anonymize ('a 200-person logistics company')?
4. What does your company sell, in one sentence?

Once you have my answers, write the email. If the case study's result is vague, ask me for the real numbers before writing — a proof-led email with soft proof is worse than no proof.

How to use it

  1. 1

    Copy the prompt into Claude, ChatGPT, or any LLM.

  2. 2

    Paste the fullest version of the case study you have — raw interview notes work even better than the polished PDF.

  3. 3

    Verify the number in the output against the source; never send a proof point the model rounded up.

  4. 4

    Build a variant per prospect segment by re-answering question 2, keeping the same case study.

Best practices

  • Match on situation, not industry — a prospect with the same growth stage and problem beats one with the same SIC code.

  • Get anonymization rules straight before sending; a named customer is stronger, but only with sign-off.

  • One case study per email. Two proof points halve each other's credibility.

  • The 'happy to send the two-paragraph version' CTA earns replies from people not ready for a meeting — honor it with an actual two-paragraph reply, not a calendar link.

Example: what this looks like in practice

An AE at an outbound infrastructure company has a case study: a 30-person recruiting firm went from 2 booked calls a month to 22 after a rebuilt sending setup. Targeting similar staffing founders, he answers the interview and approves naming the customer. The model writes an 81-word email opening with 'Most staffing founders I talk to are getting a call or two a month from cold email and assume that's the ceiling', the one-line result with real numbers, and 'Want the two-paragraph version of how?' as the CTA. Subject: '2 to 22 calls'. Eleven replies from 90 sends, most asking for the story.

Best fit

Roles
SDR / BDRAccount ExecutiveFounder / CEOMarketer
Company size
Solo founderStartup (1–10)SMB (11–50)Mid-market (51–500)
Audience
B2B
Industries
Any industry
Works with
Any LLM
Difficulty
Beginner

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Prompt FAQ

Frequently asked questions

No. Attachments from unknown senders hurt deliverability and almost nobody opens them. The effective move is compressing the case study into one before-and-after sentence inside the email and offering the fuller story as the reply hook. That converts the case study from a brochure into a conversation starter, which is what this prompt does.