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Case Study Structure

Documenting success stories effectively

The prompt
Case study for [project/client/situation]. Include: 1) The Challenge, 2) The Approach, 3) Results (quantified), 4) Key Learnings, 5) Client testimonial (draft request). Target: [words]

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Marketing Professional, Sales Representative, Consultant, Account Manager, Content Creator