{"id":"cs-case-study-request-email","audience":"customer-success","category":"support-work","technique":"constraints","track":"support","level":"beginner","title":"Ask a happy customer for a case study the right way","free":false,"task":"Write an email to Wes Arnaud, ops lead at Marlow Bikes, asking him to do a case study. Start with \"Subject:\", stay under 100 words, use the audited result, ask for a 30-minute interview, and say Marlow approves the draft before anything is published. Name Kira from marketing as the interviewer, and end with the exact line \"Dana, Customer Success\". Plain text. Company policy: no gifts, credits or discounts for taking part.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Marlow Bikes - customer since 2024\n\nResults:\n- Draft case study blurb from marketing (Aug): \"Marlow cut order errors by 70%.\"\n- Finance audit (Sept 30): order processing errors down 62% year over year. Marketing confirmed 62% is the number we can use.\n- Orders shipped same day: 81% (up from 54%).\n\nContact: Wes Arnaud, ops lead. Very happy on our last call, said \"you've made my job easier.\"\n\nFrom Kira in marketing: \"If it helps, offer him a $500 account credit for doing it.\"\n\nInterview would be 30 min over video, with Kira. We'd send the draft for Marlow's review. Target publish: January.","rules":[{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Using the old figure","why":"The AI picks 70% from the marketing draft.","fix":"Say: \"Use the audited 62%, not the old 70%.\"","checks":["r0","r1"]},{"title":"Offering an incentive","why":"The AI follows marketing's credit idea.","fix":"State the policy: \"No gifts, credits or discounts for taking part.\"","checks":["r2"]},{"title":"Forgetting approval","why":"The AI skips that the customer approves the draft, so it sounds risky.","fix":"Ask: \"Say they approve the draft before anything is published.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"Request emails get long and gushy.","fix":"Ask for \"under 90 words.\"","checks":["maxWords"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]}],"promptHints":[{"label":"Uses the audited number","patterns":["62","audit"]},{"label":"Bans incentives","patterns":["no (gift|credit|discount|incentive)","credit","policy"]},{"label":"Mentions approval","patterns":["approv","review"]},{"label":"Gives the ask","patterns":["30.?min"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words"]}],"hint":"The notes have an old number and an idea that breaks policy. Tell the AI which number to use and what it can't offer.","rubricLabels":["The first line starts with 'Subject:' and the last line is exactly 'Dana, Customer Success'","Asks for a 30-minute interview with Kira, and uses the audited 62% figure (or the 81% same-day number); 70% does not appear","Says Marlow reviews or approves the draft before publishing, and offers no credit, gift or discount"]}