---
title: "Writing case studies"
slug: "writing-case-studies"
date: "2024-11-13"
updated: "2024-11-13"
status: "published"
featured: false
access: "pro"
difficulty: "beginner"
one_liner: "Use AI to simplify and speed up writing compelling customer case studies."
tools: ["Gemini"]
topics: ["Marketing", "Product Marketing"]
roles: ["Content Marketer"]
categories: ["Marketing & Growth"]
---

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<p id="">Case studies help convert customers who have been lingering around your products by giving them a similar story to relate to. These are shorter than blogs or articles but take double the time to get done (if not more).</p><p id="">You have to identify relevant customers, reach out to them, take interviews and finally, write down a narrative-based case study. With generative AI, you can speed up this process and deliver case studies that convert customers.</p><p id="">In this tutorial, you'll discover how to leverage the power of Gemini to streamline your case study creation process. Steps we’ll cover:</p><ol id=""><li id="">Define your ideal case study structure and target customers.</li><li id="">Identify willing case study participants and craft effective outreach.</li><li id="">Structure your case study interview for optimal results.</li><li id="">Conduct the interview and gather supporting data.</li><li id="">Use Gemini to draft a compelling case study from your interview notes.</li></ol>

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<h3 id=""><strong id="">Step 1: Define your ideal case study structure and target customers</strong></h3><p id="">To start, we need clarity on the kind of customer success stories you want to showcase and the metrics that matter the most to your business. It’s hard to understand the business in and out as an employee (imagine it twice as hard if you’re a freelancer).</p><p id="">Gemini will help us outline these and define a perfect case study for PodSource, a Podcast SaaS tool I made up for this tutorial.</p><blockquote id="">I'm a content marketer at [insert company details]. I want to write some case studies that [inset purpose].<br/><br/>What would an ideal case study for [your company] look like? Outline the most successful customer types and impactful metrics this case study should showcase.</blockquote><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a70f8_Tutorial_content_image_(31).webp" width="auto"/></div></figure><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a7113_Image_(32).webp" width="auto"/></div></figure><h3 id=""><strong id="">Step 2: Identify willing case study participants and craft effective outreach</strong></h3><p id="">Now that you understand your ideal case study, it's time to locate potential interviewees. Gemini will help us draft an effective outreach email that both establishes your purpose and sweetens the deal for participants.</p><blockquote id="">What are the criteria I should look at to identify potential case study interviewees? For each company, I have [insert available details].<br/><br/>Help me draft an outreach email template to reach out to these customers for case study interviews. Include options to make the process easy and appealing for them.</blockquote><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="1044px" data-rt-type="image" id="" style="max-width:1044px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a70f2_Tutorial_Content_(32).webp" width="auto"/></div></figure><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a7108_Tutorial_Content_(33).webp" width="auto"/></div></figure><div data-rt-embed-type="true"><div style="padding: 20px; margin: 10px 0; background-color: #ffe8ed; border-left: 5px solid #f78ae0;"><strong>💡 Tip:</strong> You can select generated text in Gemini and regenerate it to be shorter, longer or follow custom guidelines.</div></div><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a710b_Tutorial_Content_Image_(33).webp" width="auto"/></div></figure><h3 id=""><strong id="">Step 3: Structure your case study interview for optimal results</strong></h3><p id="">A great case study follows a narrative arc. We need to design interview questions that guide interviewees through this arc and uncover the challenges, solutions, and impactful results they experienced with your product. Gemini can provide us with a tailored set of questions.</p><blockquote id="">Help me develop a set of interview questions tailored for a case study highlighting [your company/product’s features]. Ensure my questions are open-ended and encourage detailed stories about the customer's experience.</blockquote><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a7105_Tutorial_Content_Image_(34).webp" width="auto"/></div></figure><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a70fe_Tutorial_Content_Image_(35).webp" width="auto"/></div></figure><div data-rt-embed-type="true"><div style="padding: 20px; margin: 10px 0; background-color: #ffe8ed; border-left: 5px solid #f78ae0;"><strong>💡 Tip:</strong> Gemini is great at handling additional questions alongside the main prompt. For example, in this prompt, I added:</div></div><p id="">Also, should I add these questions to the outreach email? Many people believe in DATA (don't ask to ask) these days.</p><h3 id=""><strong id="">Step 4: Conduct the interview and gather supporting data</strong></h3><p id="">Strong case studies combine compelling narratives with quantifiable data. Getting that requires you and the customer to be comfortable during the interview. Gemini can provide us with tips to conduct an effective interview that allows you to build rapport while gathering the essential details and data points you'll need.</p><blockquote id="">Provide tips on how to conduct an effective case study interview. Include advice on establishing rapport with the interviewee and asking probing questions for deeper insights and quantifiable answers. [you may add any clarifying notes]</blockquote><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a7117_Tutorial_content_(34).webp" width="auto"/></div></figure><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a7101_Tutorial_Content_Image_(36).webp" width="auto"/></div></figure><h3 id=""><strong id="">Step 5: Craft the case study with Gemini</strong></h3><p id="">Once in an interview, there are a ton of AI tools that can help you take meeting notes, or transcribe the whole meeting. This material can act as a raw source for creating first drafts for case studies.</p><p id="">Here, I’m using an example of very rough notes taken during the meeting to create a first draft of the case study.</p><blockquote id="">Below are rough notes from one of these calls. Help me write a first draft of a compelling case study focusing on creating a narrative arc. Also, give specific suggestions on where to improve this first draft in terms of clarity, engagement, and additional data.<br/><br/>[paste your notes here]</blockquote><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a710e_Tutorial_Content_Image_(37).webp" width="auto"/></div></figure><figure class="w-richtext-figure-type-image w-richtext-align-fullwidth" data-rt-align="fullwidth" data-rt-max-width="2000px" data-rt-type="image" id="" style="max-width:2000px"><div id=""><img alt="__wf_reserved_inherit" height="auto" id="" loading="lazy" src="https://cdn.prod.website-files.com/66eeba0c7a01b10910c883da/6726397d6d9c01a7ea8a70fb_Tutorial_Content_Image_(38).webp" width="auto"/></div></figure><div data-rt-embed-type="true"><div style="padding: 20px; margin: 10px 0; background-color: #ffe8ed; border-left: 5px solid #f78ae0;"><strong>💡 Tip:</strong> You can see multiple drafts by clicking “show drafts” just below your final prompt in Gemini.</div></div><p id="">I always like to compare multiple answers when using AI to write. I take the best to my docs and then edit to polish the writing and add my own touch.</p>

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