Personalized Case Study Suggester

Introduction

Sending a prospect a highly-targeted relevant case study can be one of the biggest needle movers during the marketing lifecycle. In a world where competition is continuously increasing, building social proof and trust has become a moat in itself. 

However, sending a generic case study to all your prospects is a signal that you don’t know your buyer or their needs well. 

Here’s how you can build a Case Study Suggester in Conversion using call transcript data (or general firmographic data points). 

Prerequisite

For this workflow, you’ll need a repository of case studies hosted on your website and (optional) call transcript data.

Find a customer’s biggest pain point

This step is optional in the case you don’t have call transcript data available in your CRM. If you do, we can put together a small workflow using a magic enrich node to find a customer’s biggest pain point using the call transcript.

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Using an AI Snippet to suggest a case study

Now that we’ve established what a customer’s biggest pain point is, we can use Conversion’s AI snippet builder to suggest a case study. 

Simply, create a ‘snippet’ on the Snippets tab and prompt it similar to the image below. Make sure that you include a fallback and good examples for AI to have context.

Awesome! Now your case study snippet is built. You can now insert this into nurture emails in Conversion and let social proof become your moat!

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