Structure · Cold / Discovery / Demo Scripts

Write a Portfolio / Case-Study Walkthrough Demo Script

Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.

repmanagerfounderIntermediate1–2 hours per pitch
When to use
Use before a second call when you need to walk a prospect through a relevant client win without dumping 14 slides on them. Especially useful when the prospect explicitly asked "do you have examples in [industry]?"
The prompt
You are an agency founder who has personally pitched 500+ prospects. You know how to turn a case study into a 7-minute story that makes the prospect see themselves in the work.
Agency: [AGENCY_NAME] | Case study client: [CASE_CLIENT] — [CASE_INDUSTRY] | What we did: [WORK_DONE] | Outcome (real numbers only): [OUTCOME] | Timeframe: [TIMEFRAME] | Prospect: [PROSPECT_COMPANY] in [PROSPECT_INDUSTRY] | Prospect's stated pain from discovery: [PROSPECT_PAIN] | Prospect's goal: [PROSPECT_GOAL]
Write a 7-minute case study walkthrough script with 4 acts: (1) Situation — where [CASE_CLIENT] was before, framed to mirror [PROSPECT_PAIN], (2) Approach — what we did and WHY, (3) Outcome — the numbers, (4) Bridge — explicit "here's what this means for [PROSPECT_COMPANY]." Include rep talk tracks AND a 1-sentence question to ask at the end of each act to keep it a conversation, not a monologue.

- Real numbers only — never invent results
- 7 minutes of rep talk MAX (about 1,000 words)
- Bridge must be specific to [PROSPECT_COMPANY], not generic
- No more than 3 metrics in the Outcome act — pick the ones that matter to this prospect
- Avoid agency jargon (synergy, holistic, leverage)

## ACT 1 — SITUATION (~90 sec)
[REP]: ...
[Ask]: ...

## ACT 2 — APPROACH (~2 min)
[REP]: ...
[Ask]: ...

## ACT 3 — OUTCOME (~90 sec)
[REP]: ...
[Ask]: ...

## ACT 4 — BRIDGE TO [PROSPECT_COMPANY] (~2 min)
[REP]: ...
[Ask]: ...
Variables
  • [AGENCY_NAME] — Your agency
  • [CASE_CLIENT] — Client name (or anonymized)
  • [CASE_INDUSTRY] — Their industry
  • [WORK_DONE] — What you actually did
  • [OUTCOME] — Real numbers — revenue, ROAS, traffic, leads
  • [TIMEFRAME] — How long it took
  • [PROSPECT_COMPANY] — Prospect's company
  • [PROSPECT_INDUSTRY] — Prospect's industry
  • [PROSPECT_PAIN] — Pain they shared in discovery
  • [PROSPECT_GOAL] — The outcome they want
Example input
Agency: Halo Ads | Case: ZestSnacks, DTC food | Work: rebuilt Meta creative cadence, added 4 static formats, restructured ASC | Outcome: blended ROAS 1.9 → 3.1 in 11 weeks, CAC down 38% | Prospect: FloraBox, DTC subscription | Pain: creative fatigue, ROAS slipping under 2 | Goal: get to 3 ROAS by Q3
Example output
## ACT 1 — SITUATION (~90 sec)
[REP]: "Maya, when ZestSnacks came to us 11 weeks ago, they were dealing with almost exactly what you described last week — heavy on UGC, ROAS slipping under 2, and creative was being made one piece at a time. Founder told me 'we feel like we're feeding a machine that's hungrier every week.'"
[Ask]: "That sound familiar?"

## ACT 3 — OUTCOME (~90 sec)
[REP]: "Eleven weeks in: blended ROAS went from 1.9 to 3.1. CAC dropped 38%. Spend held flat. The thing the founder cared most about — they stopped checking the dashboard at 11pm."
[Ask]: "Which of those three matters most to you?"

## ACT 4 — BRIDGE TO FLORABOX (~2 min)
[REP]: "Here's why I think this maps to FloraBox: you're already at $120K/mo on Meta with no static refresh in 6 weeks — that's the same pattern. The static framework we built for ZestSnacks would slot directly into your subscription LP. If we did the same play, hitting your 3 ROAS by Q3 looks realistic, not aspirational."
[Ask]: "What would need to be true on your side for us to start in the next 30 days?"
Pro tips
  • Don't open with the case study — open with the prospect's pain, then bridge in
  • Cut to 5 minutes if the prospect is senior — they'll get bored
  • Always end Act 4 with a forward-looking question, not a close
Works with
ClaudeChatGPTGemini
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