Start client work
Give customers room to tell the part of the story only they know.
The project is complete. You can describe the deliverables, but the customer is the one who can describe what was difficult before and different after. Send a few fixed voice questions; receive the transcript under each one.
Questions to begin with.
- 01What was happening before you decided to make a change?
- 02What made you choose to move forward?
- 03What part of the process stands out now?
- 04What changed in the day-to-day after the work was complete?
- 05What would you tell someone facing a similar situation?
Question
What changed in the day-to-day after the work was complete?
The biggest difference is that our team does not need to explain the same thing from scratch every week. People arrive with a clearer sense of whether we can help.
Use it for
Use their words as source material for case studies, project retrospectives, and follow-up conversations.
Not for
A response is source material, not a published endorsement. Ask for review and permission before using a customer’s words publicly.