Draft case studies from client interviews
An interview recording becomes a structured case study draft with the client's own words, a timeline and a list of every claim to verify. The client and your risk team approve before anything is published. For firms with strong work and few published stories.
Function: Marketing · Industry: Professional services
Draft case studies from client interviews
6 steps
At a glance
- Trigger
- A client interview is recorded and a case study is requested.
- Typical inputs
- Interview recording
- Engagement summary and approved facts
- Client permission and naming terms
- Case study template
- Systems it usually connects to
- Zoom
- Google Drive
- Notion
- DocuSign
- How the work splits
2 rules, 2 model, 2 person steps
How it runs, step by step
6 steps, each tagged by what does the work. Rules are fixed logic, a model reads or drafts, and a person decides.
- Rules Fixed logic in code
- Model AI reads or drafts, with a confidence score
- Person A named person decides
- 1
Transcribe the interview
ModelThe recording is transcribed with speakers labeled, and client and project terms are checked against a glossary.
- 2
Draft the case study
ModelA model structures the draft as challenge, approach and outcome using only what was said or documented, and quotes the client verbatim.
- 3
Build the claims list
RulesEvery figure, date and outcome is pulled into a checklist with the source passage beside it.
- 4
Verify and edit
PersonThe engagement lead checks each claim against records and edits the narrative.
- 5
Client approval
PersonThe client reviews the draft and approves the quotes and the use of their name.
- 6
Publish and track
RulesThe approved version is stored with its approval record and published to the channels you choose.
Where people approve
The decisions that stay with your team, whatever the confidence score says.
- The client approves the draft and every quote.
- Risk or compliance clears confidentiality.
- A partner signs off before publication.
KPIs to track
What to measure, before and after. Targets come from your own baseline.
- 01Days from interview to approved case study
- 02Share of requested studies that reach publication
- 03Claims changed during verification
- 04Sales conversations that cite the study
Questions about this workflow
Can the draft state results that the client did not mention?
It should not, and the claims list is how we catch it. Outcomes appear only if said in the interview or present in your records, and the engagement lead verifies each one.
What about clients who do not want to be named?
The template supports anonymized versions. The approval record shows what the client agreed to, and the system applies the naming terms automatically.
Which steps use rules, a model and a person?
Rules: build the claims list; publish and track. Model: transcribe the interview; draft the case study. Person: verify and edit; client approval. Rules are fixed logic in code. A model reads or drafts and reports its confidence. A named person decides.
What do we need to start?
Typically: interview recording; engagement summary and approved facts; client permission and naming terms; case study template. You also need read access to Zoom, Google Drive, Notion and DocuSign, or the equivalents you use. A workflow audit measures your volumes and past cases first, then gives a fixed price for the build, so you can decide with real numbers.