Before you start: open the deal for a won account whose story you want to tell, and run Ask Jiminny on the deal so it can read their emails in full.
Copy the text below and paste it into Ask Jiminny âŹď¸
Pull together the raw material for a case study or reference story from this account's own words.
Structure the output as:
The problem they set out to solve, in their words, before they bought
What they said they wanted to change, and any result or outcome they mentioned
The quotes worth using, verbatim from their emails, with the person's name and role
What they said about the buying experience, and about us against the alternatives
Finish with the three quotes that make the strongest story, and what is still missing before it could be published
Use only what the customer said or wrote, and never polish a quote into something they did not say. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails verbatim, paraphrase anything drawn from a call, and make clear which is which. If there is not enough here for a case study, say so. Every quote still needs the customer's sign-off before it is published anywhere.