Happy customers for case studies

Best-rated customers, each with a case study angle.

MediumMonthlyAI

Marketing & agenciesMarketing

Use this template

What it does

Every quarter: your customers from the table found on the map, the best-rated first, with a case study angle by xMap AI, approved by the marketing manager.

In one sentence: Monthly on the 1st at 08:00, take your table, look each one up on online maps, sort them by rating and keep the top 20, write a summary of each with xMap AI, wait for approval, then email the list to you.

Why it is useful

Case studies need happy, credible customers. The best-rated make the best stories.

Who it is for

Marketing & agencies. Agencies and marketing teams looking for clients, targeting areas and watching reputations. Every use case for marketing & agencies

Best use cases

  • A B2B marketing team
  • A SaaS company
  • An agency

What each run gives you

  • An email

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 90 minutes each time, so it saves about 2 hours a month (an estimate). It is medium: 7 blocks.

The flow, block by block

  1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
  2. Our customersYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Each customer on the mapxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
  4. Best rated firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
  5. Write the angle with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  6. Approve the case studiesLogic · ApprovalStops the run until someone says yes.
  7. Email me the listAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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