đ Works best with your CRM and call recorder. Connect them and Jeremy AI pulls the real client story for you. It only reads.
Paste your client notes. Get one file: a result-first headline, the story in three lines, what you did, a results table, the client's exact quote, three short social posts and a claims check that shows where every number came from. Nothing is published.
You'll see the SAMPLE client notes pasted in with the rules, the case study built at 4x speed, the exact-number headline, the results table that uses only the notes numbers and the claims check that traces every number. Nothing is published.
What this use case does and who it's for
You got a client a real result. Now it needs to become a case study, and that's the job that never gets done. You don't have time to write it, and you don't trust a tool to write it without making the numbers sound bigger than they are.
Jeremy AI takes your client notes and builds one page you can post on your site. The file has seven sections:
Headline. Result first, using only numbers from your notes.
The situation. Three lines on where the client started.
What we did. Four bullets.
Results table. Metric, before, after and change.
Client quote. The exact quote from your notes. Nothing added.
Three short social posts. They tell the story in your voice.
Claims check. A list that shows where each number came from in the notes.
It's for agency owners, coaches and consultants who want proof on their site and social. You stay in charge. Everything is a draft. Jeremy AI doesn't publish or send anything.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
Client notes with real numbers: before, what you did, after, the time frame and the quote. Use a first name and last initial, or get the client's OK to use their name.
The client's permission to publish the results and the quote. Get that before you post anything.
A list of what's not provided, such as revenue per member or retention. It keeps the AI from filling gaps.
Your rules for what the output must never do. The sample uses HARD RULES: use only facts and numbers from the notes, never invent or round up a result, use exact numbers only in the headline, never offer or mention discounts, free months, pauses or downgrades, and never address you by name.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap in your own business and your real client notes.
Click Send message.
Wait. The walkthrough runs this at 4x speed. In real time it took about a minute.
When it says the draft is saved, read the chat summary first.
Open the file card and read the headline.
Check the results table and the claims check against your notes, number by number.
Get the client's OK, then post it yourself.
The prompt
This is the exact prompt from the walkthrough. The agency, the gym and every number are SAMPLE and made up. Replace them with yours.
Act as my "Client Case Study Builder" worker for SAMPLE Lumen Growth (all data below is made up). Turn the SAMPLE client notes below into a one-page case study I can post on my site. Save ONE file named case-study.md with these sections: 1) HEADLINE (result first, using only numbers from the notes), 2) THE SITUATION (3 lines), 3) WHAT WE DID (4 bullets), 4) RESULTS TABLE (metric, before, after, change), 5) CLIENT QUOTE (use the exact quote from the notes, nothing else), 6) 3 SHORT SOCIAL POSTS that tell the story, 7) A "CLAIMS CHECK" list that shows where each number came from in the notes. HARD RULES: use ONLY facts and numbers from the notes, never invent or round up a result, if something is missing write "not provided"; never offer or mention discounts, free months, pauses or downgrades; never address me by name anywhere in the chat reply or the file; the headline uses exact numbers only, never doubled, tripled, nearly, or almost. Drafts only, nothing is published or sent.
CLIENT NOTES (SAMPLE Redwood Fitness Studio, 3 locations, owner Dana K, 90-day engagement):
- Before: $190 cost per member, 22 trial sign-ups per month, 6 new members per month, one generic landing page.
- What we did: new proof-led ad hooks using 3 real member stories, a dedicated trial-class landing page, weekly cost-per-member scoreboard, follow-up texts to every trial sign-up within 1 hour.
- After 90 days: $128 cost per member, 41 trial sign-ups per month, 17 new members per month, same ad budget of $4,000 per month.
- Quote from Dana K: "I finally know what a member costs me, and it keeps going down."
- Not provided: revenue per member, retention, lifetime value.
Prompting tips and how to adapt it
Give it real before and after numbers. A case study is only as strong as the notes.
List what's not provided. Say it: "Not provided: revenue per member, retention, lifetime value." Then it won't guess.
Keep "use ONLY facts and numbers from the notes." It stops invented results.
Keep the headline rule. The prompt says "the headline uses exact numbers only, never doubled, tripled, nearly, or almost." It gives you the before and after numbers, so the headline can't sound bigger than the facts.
Ask for the exact quote. "Use the exact quote, nothing else" means no polished or invented client praise.
Ask for the claims check. It's a table of every number and where it came from. That's how you catch a mistake in two minutes.
Ask for ONE Markdown file. Say ".md" so you can preview it in the file card.
Set the length. The prompt says "3 lines" for the situation and "4 bullets" for what you did. That keeps it to one page.
Tell it your voice. Add "plain, direct, no hype words" for the social posts.
Keep the HARD RULES. Never invent or round up a result, and never offer or mention discounts, free months, pauses or downgrades.
The result to expect
One Markdown file named case-study.md, titled "Case Study: Redwood Fitness Studio". It's about 450 words in the walkthrough. With the sample notes you should see:
Headline. "$128 Cost Per Member, Down From $190, And 17 New Members Per Month, Up From 6, On The Same $4,000 Monthly Ad Budget." It uses the exact numbers. There's no "tripled" or "nearly" in it.
The situation. A 3-location gym that was paying $190 to get each new member, with 22 trial sign-ups a month and 6 new members a month, and all traffic on one generic landing page.
What we did. Four bullets: proof-led hooks built from 3 real member stories, a dedicated trial-class landing page, a weekly cost-per-member scoreboard and follow-up texts to every trial sign-up within 1 hour.
Results table. Cost per member $190 to $128 (-$62), trial sign-ups 22 to 41 (+19), new members 6 to 17 (+11) and ad budget $4,000 to $4,000 ($0, same budget). The change column shows exact differences only, with no percentages or projections. It adds an "Engagement length: 90 days" line.
Client quote. The exact quote from the notes, nothing added.
Three short social posts. They tell the story with the real numbers.
Claims check. Every number in the file, with the line of your notes it came from: the before and after numbers, the budget, the 90-day length, the 3 locations, the 3 member stories and the 1-hour follow-up. Revenue per member, retention and lifetime value are listed as "not provided."
The chat reply also gives you quick notes on how it was built. It confirms the headline uses exact numbers, nothing was rounded up and nothing was invented.
These are sample results from made-up numbers. Wording changes from run to run. Check every claim against your notes.
Common mistakes and fixes
The headline uses a word like "tripled," "doubled" or "nearly." Those can be stronger than your numbers. Say: "The headline uses exact numbers only. No rounding up." Or edit the headline yourself.
A number isn't in the notes. Delete it. Remind it: "Use ONLY facts and numbers from the notes."
The quote is polished or longer. Ask for the exact words only. Compare it to your notes.
It makes up revenue, retention or lifetime value. Tell it those are not provided, and to write "not provided."
It adds a discount, a free trial or a promo line to the posts. Delete it. Remind it: "Never offer or mention discounts, free months, pauses or downgrades."
The social posts sound like hype. Ask for "plain, direct, no hype words, no emojis."
The claims check is missing a number. Ask: "Add every number in the file to the claims check."
The file comes back as a Word file with no preview. Ask again, and keep "save ONE file named case-study.md."
You posted it right away. Don't. Get the client's OK first. Jeremy AI doesn't publish anything, and you decide when it goes out.
Real client details in a test. For practice, use a made-up client.