Guides › Content & Writing
Write a customer success story from an interview
A recorded chat with a happy customer becomes a polished case study with a headline, the challenge, the result and approved quotes.
When to use it
After a project goes well
Step by step
Get permission and record
Ask the customer if they're happy to be featured and recorded. Hold a 20-minute Zoom or Google Meet call about their situation before, what you did and what changed.
Get the transcript
If your plan includes Zoom AI Companion, Meet's 'Take notes for me' or transcripts, download the transcript after the call. Otherwise record on your phone with permission and use its transcription feature.
Draft the case study
Paste the transcript into your AI assistant with this prompt.
Prompt to copyWrite a customer case study from this interview transcript: [paste]. Customer: [name and company, as approved]. Our service: [what you did]. Structure: headline with the main result (under 12 words); 2-sentence summary; The challenge (80 words); What we did (100 words); The results (80 words, use only numbers mentioned in the transcript); 2-3 direct quotes using their exact words. Mark anything that needs confirming with [CONFIRM]. British English, factual, no exaggeration.Send it for approval
Put the draft in a Google Doc and share it with the customer to check quotes and numbers before you publish anything.
What you get
Headline: How Green Lane Vets Cut Missed Appointments by a Third. Challenge: 1 in 8 bookings were no-shows... Results: no-shows fell from 12% to 8% in three months. Quote: 'The reminders just work, and clients actually like them.' [CONFIRM] staff hours saved.
Tips
- Always get written approval from the customer before publishing, and delete the recording if they ask.