How to write a case study using AI

Case studies are one of the easiest formats to automate.

You have a client who used your product. They conveyed their satisfaction after using your product, and now it’s your job to interview them and create a case study.

Let’s go over every step of the process and see how AI helps us automate case study creation.

1. Define the type of case study (manual)

There are three main types of case studies:

  1. One that highlights a big result the client received, like overcoming a certain challenge or reaching a certain business goal.
  2. One that showcases a real-life use of various features of your product
  3. One that focuses on the benefit of your product in comparison to other products.

2. Write the questionnaire (AI)

In order to produce an in-depth case study, you must be able to ask your client the right questions.

You can use AI to come up with these questionnaire, customized for your particular product. The prompt could look like: “You are a content marketer. According to case studies shown in top SaaS companies, come up with a questionnaire that would get the best possible case study answers.”

Here are possible questions AI can produce:

Company Background:

Can you provide a brief overview of your company, including its mission, size, and industry focus?
What are the primary challenges or pain points your company was facing before using our product?

Product Implementation:

How did you come across our SaaS product?
Can you describe the implementation process of our product within your organization?
Were there any challenges during the implementation phase, and how were they addressed?

Product Usage:

How do different teams or departments in your company use our product?
Can you share a specific example or scenario where our product played a crucial role in solving a business problem?

Benefits & Outcomes:

What tangible benefits have you observed since using our product (e.g., increased revenue, improved efficiency, time saved)?
Are there any intangible benefits, such as improved team collaboration or customer satisfaction?

Comparative Analysis:

How does our product compare to other solutions you’ve tried or considered in the past?
What features or aspects of our product stand out the most to you?

Feedback & Future:

Is there any feedback or suggestions you’d like to share to improve our product?
How do you envision the role of our product in your company’s future growth or strategy?


Can you provide a quote or testimonial about your experience with our product that we can feature in the case study?

Visuals & Metrics:

Are there any specific metrics, graphs, or visuals you can share that showcase the impact of our product on your business?
Can we include screenshots or images of our product in action within your organization?


Would you recommend our product to other companies or peers in your industry? Why or why not?

Additional Insights:

Is there anything else you’d like to share about your experience with our product that hasn’t been covered in the previous questions?

2. Research the company (AI)

It’s vital to understand your client’s business, their challenges, and how they’ve been using your product before you interview them.

Little known fact, you can use ChatGPT to do this very research. Here is what it produced when I asked it about

1. Company Overview:
Mission: Simply believes that exploring music, art, or other creative hobbies sparks joy and is a meaningful way to connect with loved ones.
Products: Simply offers apps that use advanced technology, including their patented acoustic note recognition engine, 2D rendering, and deep learning. These apps provide real-time feedback to learners, offering a personalized learning experience.
2. User Experience:
Learning Journey: Simply places its learners at the heart of everything they do. They run tests, analyze data, and engage in direct conversations with users to ensure their products meet user needs.
Personalization: The apps listen to what a learner plays or sings in real-time and provide immediate feedback, resulting in a tailored learning experience.
3. Community Engagement:
User Testimonials: While specific testimonials are not provided on the “About” page, it’s evident that millions of learners from over 180 countries are using Simply’s apps to enhance their creative skills.
Community Interaction: Not explicitly mentioned on the “About” page.
4. Business Model:
Monetization: Simply operates as a global subscription service, making it easy for families and individuals to learn new skills.
Growth: The company has witnessed fast revenue growth and has an ever-growing fan base.
5. Company Culture & Values:
About the Company: Simply focuses on building products that people love using cutting-edge technology. They aim to make learning creative skills accessible to all.
Recruitment: The company is growing, but specific details about their work culture or hiring practices are not provided on the “About” page.
6. Technical Aspects:
App Features: The apps use advanced technology, including Simply’s patented acoustic note recognition engine, 2D rendering, and deep learning, to provide real-time feedback.
User Support: There are dedicated help sections for Simply Piano and Simply Guitar, indicating robust user support.
7. Future Prospects:
Upcoming Features or Products: Not explicitly mentioned on the “About” page.
Company Vision: Simply envisions bringing everyday moments of joy into millions of homes around the world through their products.

3. Conduct the Interview (Manual)

Set up a Zoom call and inform the client it will take about 45 minutes. Record the interview, making sure you figure out the following points:

  • How the client implemented your SaaS product.
  • The challenges they faced before and after implementation.
  • The benefits and results they’ve observed.
  • Any feedback or suggestions for your product.

4. Data Collection and Analysis (AI)

Transcribe the interview using an AI tool like Descript. Then, use AI to analyze the content and structure it in a way that is flowing and makes sense in terms of telling the story. In your prompt, be sure to request:

  • Key themes and sentiments.
  • Valuable quotes and insights.
  • The summary of a Problem-Solution-Results in the case study.

5. Write the case study (Manual)

  • Introduction: Briefly introduce the client company and the challenges they faced.
  • Implementation: Describe how they integrated your SaaS product into their operations.
  • Results: Highlight the benefits and outcomes they achieved using your product, supported by data and direct quotes from the interview.
  • Conclusion: Summarize the overall impact of your product on the client’s business.

6. Review and Feedback (Manual)

Share the draft with the client for feedback. Ensure they are comfortable with the information shared and that it accurately represents their experience. Ask whether they have any additional text they want added to the case study.

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