How to turn an interview with a client into a case study for a website

Ask questions that will make a case

The interview should reveal not only the impression, but also the context. Ask what happened before the project, why the previous approach did not work, how the solution was chosen, what has changed and how this is confirmed.

Do not suggest the desired answer. A specific example is more valuable than general praise. Instead of “Are you feeling more comfortable?” ask: “How does this task now go from the first action to the result?”

• What was the context and scope of the task?
• What was the problem?
• What have you tried before and why wasn’t it enough?
• What exactly did you do in the project?
• What result can be confirmed?

The following instructions will help you prepare a recording and organize further work: how to transcribe an interview and prepare material for publication.

Mark transcript by evidence

After transcription, identify four types of fragments: problem, action, result and quote. Save the timecode next to each one. Separately include numbers, names of systems and deadlines for verification.

If there is no evidence in the conversation, the transcript shows this gap. It's better to ask for clarification than to fill it with marketing language. Understandable timestamps in transcription will help you return to the client’s words.

Assemble the structure “was - done - became”

Start with the client's situation and the cost of the problem, then explain the choice of solution and the progress of the work. Show the result through verifiable changes. The quotation must complement the fact with human experience.

Was: what the task looked like before the project. Made: what specific changes were made. Now: what is observed after implementation and how this is confirmed. This way the reader can compare the client's experience with his own situation.

If the result cannot be measured, describe the observed change and how it was confirmed. The tutorial example above can show the assignment of those responsible; It is impossible to say that sales have increased or work has accelerated without additional data.

Check numbers and causality

The mere fact that an improvement occurred after the project does not prove the only reason. Specify the period, data source, and concurrent changes. Don't convert the customer's guess into a firm product promise.

For a before-and-after comparison, check that the metrics are calculated the same way: for example, the response time is counted from the same event. Check to see if the volume of requests, team composition, and accounting rules have changed.

Agree on the brand spelling, position and client status as of the date of publication. Before sending the final text, please go through the five steps below.

Agree on publication

Deliver the final version or agreed upon fragments to the client in accordance with the agreements. Separately check trade secrets, personal information and logo permission. Keep the recording and transcript with restricted access.

Save the version of the text that the client has confirmed, along with the approval date. If quotes, figures or conclusions change significantly after this, re-harmonize the changed fragments.

Practical checklist

• Obtain consent for recording and case.
• Collect evidence, not just praise.
• Save time codes for numbers and quotes.
• Don't exaggerate the cause-and-effect relationship.
• Agree on the final version and visual materials.

How to complete a task in Transkribator

On page “Audio to text” submit the finished entry for processing and wait for the result. First, evaluate the general meaning, then check the names, numbers, and terms against timecodes. Download the text and continue editing in your favorite tool.

Do not transfer automatic text to a case without checking it. Check the selected quotes and statements on which to base your conclusion about the outcome of the project against the original recording.