To live in the age of AI & ChatGPT is a blessing that a SaaS Writer did not know they needed. No more all-nighters & weekends spent reading a bunch of case studies, structuring, writing & rewriting. 

With Generative AI tools, creating a compelling case study has gotten as easy as baking cookies, as long as there is ready-made dough. As you can see in the image above, ChatGPT can help you understand and talk about the essentials while writing a case study. It is all about finding the perfect balance of story-telling, facts & figures, use cases, and product features. It could have a potential customer hooked & curious for more. All that’s great, but how can one get started? Let’s address the big question,

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“How to write the most effective prompts in ChatGPT, to write a case study that best communicates about the product & its wide range of offerings?”

Step-wise guide on using AI for Case Studies :

1. Analyze data: When it comes to analyzing data,  ‘water: a parched human stranded in a desert:: AI-based data tools: a content marketer’. It can sift through both qualitative and quantitative information to come up with insights & trends quicker than one can say “pivot table”. These AI helpers can be particularly helpful in finding the perfect case study to showcase the star that the product is. They can process text, crunch numbers, and understand images & PDFs, saving significant time & energy while uncovering hidden gems in the data. So, while human analysts are still irreplaceable, these AI sidekicks certainly speed up the process.

2. Analyze transcripts/customer calls: Once Sybill has done its job of providing the entire transcript of the customer call, just enter it in ChatGPT & find the key highlights of the whole conversation. ChatGPT can help with great angles to narrate a customer success story based on stats & figures present in the transcript, with some lines quoted verbatim from the user, that could also resonate with the potential customer base. It could help the reader understand which problems the product can solve & how it could be helpful to one’s business.

3. Provide structure & a blueprint: Case studies basically have:

• An introduction & key highlights
• An overview of the customer & their situation
• Challenges & pain points of the customer
• Choosing the product, the process of reaching a solution, the benefits
• The meaningful impact & value
• Conclusion

With the help of ChatGPT, these contents can be written well, use data in the right context & also experiment with newer formats.

4. Help get started: ChatGPT can be the perfect sidekick in creating a marvelous story, but it can’t be the writer. Use AI to get a start or get over writer’s block, or probably to help frame a sentence that isn’t shaping up. But it needs to be just that, or it’ll take away the human touch that makes the product a superhero. Remember, you'll likely need to refine the language to eliminate repetition and add your unique voice.

5. Speak like you’d like to be spoken to : Craft the initial draft, leverage AI & fine-tune the language for better audience resonance. These tools can also help with words that the target readers use when discussing their challenges and aspirations. If the customer persona is a work-in-progress, use AI to create. Remember the transcript that Sybill could generate for you? That could also help with this. A language & jargon that’s familiar and comfortable for the target audience can make the case study more relatable and compelling. 

6. Read, Refine & Revise: Before taking feedback from the manager, consider AI (it is yet to learn the language of corporate bosses). It can spot gaps, redundancies, or areas that might confuse readers.

Best AI Tools for Case Studies

Thanks to how everyone is trying to add some element of AI to their already existing product or creating an entire product & organization using AI, we have a bunch of AI tools to help us write a case study.

If AI only needs to be of assistance & as a time-saving tool:

• ChatGPT: best AI tool for anything case study. Crunching numbers, giving a basic structure, grammar check, etc.

• Sybill.ai: provides key highlights & note-taking for customer calls
• Claude: write effectively & better with it’s help.
• ContentShakeAI: helps in SEO optimization.
• Midjourney: can help create images if need be

If AI needs to create an entire case study with some basic information:

• Storydoc: interactive & engaging case studies
• There’s an AI for that or Deepgramt: can create a case study from a customer call recording
• A few other tools like Writer.com, ClickUp, Grammarly, etc have dedicated case study writing abilities now.

Remember, AI can’t replace a human touch. No matter what tools are used to write a case study, it is always advisable as a best practice while creating case studies to proofread & make edits that won’t let the reader snooze out of boredom.

Crafting the perfect prompt for a compelling case study

To get started, ChatGPT could provide a basic structure like below.

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Using this as the guide, provide ChatGPT with details of intent, brand tone, user persona, and details of the challenge that the product solved for, what was the solution used, etc. Giving it some tangible numbers & figures could help it create an impactful case study that has data to back it up.

Examples of Best Case Study Prompts for ChatGPT

1. Create a compelling case study that showcases the success and impact of HubSpot’s services on Handled using the information provided below:

“Handled is a home moving company which helps from packing in the old home to cleaning up or repairs in the new place. Handled scaled from zero to 121 locations using the HubSpot CRM platform to automate sales, marketing, and customer service processes.
The co-founders, Seth Waite and Jim McBride, started Handled with the goal of transforming the moving industry with technology and high-level service.

Seth chose HubSpot over other CRMs like Salesforce and Pipedrive because they were complicated, expensive, a poor choice for developers, or simply lacked the connective tissue needed to make it a central hub for businesses.

Seth also said, “Our ability to scale is directly tied to HubSpot and all its resources.”

Handled utilised HubSpot's multiple hubs like Marketing, Sales, Service, and CMS, while also making use of Premium Consulting for strategic and technical guidance. This made it a one-stop solution for Handled, to empower its entire organization. No function was dependent on the other for an update before speaking to a customer or potential customer.

Handled grew to 121 locations in 37 states within 18 months and its subsequent acquisition by UniGroup.”

Please also utilize any information on the internet that you deem necessary to write this case study.

2. Write an impactful case study that showcases the success and impact of Sybill’s features on the sales team at ServiceBell, using the information provided below:

“ServiceBell enables companies to add live human connection to any website with live video chat, remote screen takeover, and live user monitoring.”

As the Sales Head, Michael Schweibinz pointed out these features benefit them the most at ServiceBell:

• Staying on top of your sales pipeline
• Understanding what a particular team member is doing right or wrong during a pitch without having to be there
• Call recording which helps train new sales reps
• Precise note taking helps you stay on top of your toes & never miss an item from your to-do list
• He believes Sybill enables them to have a repository big enough that from Admin to Customer Support, everybody across the organisation could use & learn from it. 
• He mentions how it helps them write better follow-up emails, give insights that lead to better deal closing rate, etc. 
• Additionally it saves him & each member of the team a few hours a week by automating manual tasks like CRM data entry.
  
  Please also utilize any information on the internet that you deem necessary to write this case study.

ChatGPT response on entering the above prompt:

Limitations of using ChatGPT for Case Studies 

1. ChatGPT is infamous for giving the plainest, most formal & boring content without any customization as per customer persona. It is always wise to revise & edit the content as per the needs of the brand & voice.
2. It is always learning, & hence is not a subject matter expert yet. It could lead to factually incorrect information. Reminder, check & proofread, ALWAYS!
3. ChatGPT could sound a little repetitive & redundant. The last way one should lose a customer is by writing content that puts them to sleep….zzzz
4. It has only gotten smart enough to produce a good output if the input is great.
5. Lastly, something that goes without saying, the content that is supposed to get a potential customer hooked, cannot lack life & luster, which is why a human touch (edit) is non-tradable.

Conclusion

So, here it is, a comprehensive guide to writing the most compelling case studies, of course with a little help from ChatGPT. Remember to give it the perfect prompt and it will deliver the perfect structure & content. Review and refine the generated content for brand voice & tonality. 

Let ChatGPT be the trusty sidekick that shines the spotlight on the product's superpowers! Also, always remember, that AI should be used to complement your skills, not replace them.

Stay tuned for more insider tips and tricks on leveraging AI for all things marketing. 

While AI is being discussed, get a peak of Sybill, to check out how our AI can boost your sales game.