Process

How TalkForth works

A simple, interview-led process for turning happy customers into credible case studies and customer stories. We help choose the right story, run the customer interview, write the asset and make approval as smooth as possible.

Book a discovery call See pricing

The aim

A clear customer story process with minimal lift from your team

You shouldn't need a complicated content operation to create strong customer proof. TalkForth gives you a simple process for capturing customer stories without asking your team to manage interviews, chase details or write from scratch.

Light on your team

We guide the process so your team only needs to help choose the customer, provide context and review the draft.

Comfortable for customers

Customer interviews are relaxed, focused and designed to feel like a conversation, not an interrogation.

Built around useful proof

We look for the details future buyers care about: the problem, decision, experience and outcome.

Ready for sales and marketing

The final story is written so it can support your website, sales follow-up, proposals and social content.

The process

From happy customer to finished case study

How case study writing services work in practice: eight considered steps designed to keep things simple for your team and comfortable for your customer.

  1. 1

    Discovery call

    We start by learning about your business, offer, customers, sales process and the type of proof you need. This helps us understand which stories will be most useful, not just which customers are happiest.

    What we cover

    • Your target buyers
    • Your main services or products
    • The proof your sales team needs
    • Existing testimonials or customer praise
    • Possible customers to feature
    • Preferred case study format
  2. 2

    Story selection

    Next, we help you choose the customer story with the strongest commercial value. The best choice is usually a customer with a clear problem, a relatable situation and an outcome future buyers will recognise.

    Good story signals

    • Clear before-and-after
    • Specific problem
    • Useful customer quote potential
    • Relevant sector or buyer type
    • Strong working relationship
    • Approval likely to be manageable
  3. 3

    Customer ask support

    Once the story is chosen, we help make the ask feel simple and low-pressure. You can send the request yourself, or we can help shape the wording so the customer knows what to expect.

    What the customer should understand

    • Why they're being asked
    • What the interview involves
    • How long it will take
    • That they can review the final copy
    • That sensitive details can be handled carefully
  4. 4

    Interview preparation

    Before the interview, we prepare around the story angle. We review any background information, existing testimonials, project notes or outcomes so the conversation is focused and useful.

    Optional prep materials

    • Existing testimonial or customer quote
    • Project summary
    • Relevant results
    • Sales context
    • Customer background
    • Anything that should be avoided or treated carefully
  5. 5

    Customer interview

    We run the customer interview and guide the conversation. The aim is to help the customer explain the story naturally, while asking the follow-up questions that reveal useful context, quotes and detail.

    What this looks like

    • Relaxed conversation
    • Open questions
    • Thoughtful follow-ups
    • Customer voice captured naturally
    • Sensitive points handled carefully
    • Stronger quotes and story detail

    Learn more about our B2B case study writing service.

  6. 6

    Case study writing

    We turn the interview into a clear, polished customer story or case study. The draft focuses on the customer's original problem, why they chose you, what the work involved and what changed afterwards.

    Typical structure

    • Customer background
    • Original challenge
    • Why they needed help
    • Why they chose your company
    • What happened during the work
    • Outcome or improvement
    • Customer quotes
    • Short conclusion or CTA

    For lighter, narrative pieces see our customer story writing service.

  7. 7

    Review and approval

    You review the draft first, then the customer can review their quotes and the final story before it goes live. The process is designed to keep approval clear and manageable.

    What this covers

    • Internal review
    • Light revisions
    • Customer review
    • Quote approval
    • Sensitive detail checks
    • Final approval-ready copy

    Approval timelines can depend on the customer, especially with larger organisations.

  8. 8

    Final assets

    Once approved, you receive the final case study or customer story in a format ready to use. Depending on the package, TalkForth can also create supporting assets from the same interview.

    Deliverables can include

    • Full written case study
    • Website-ready customer story
    • Customer quote blocks
    • Sales email snippets
    • Proposal proof sections
    • LinkedIn post angles
    • Short summary version

Timeline

How long does the process take?

Timing depends mainly on customer availability and approval speed.

  • Discovery and story selection
    1–3 days
  • Customer ask and scheduling
    Depends on customer availability
  • Interview
    Usually 30 minutes
  • First draft
    Typically within a few working days after the interview
  • Review and approval
    Depends on internal and customer response time
  • Final assets
    After revisions and approval

Most of the time is not spent writing. It's usually spent waiting for scheduling, feedback or customer approval. TalkForth helps keep the process moving, but we also keep it respectful of your customer's time.

Your involvement

What we need from your team

We need

  • A short discovery call
  • A few possible customers to discuss
  • Any existing testimonials, notes or useful context
  • Help making the customer introduction
  • One internal review of the draft
  • Final approval before anything is published

We don't need

  • A detailed written brief
  • Your team to run the interview
  • Your team to write the first draft
  • Hours of stakeholder meetings
  • A complex content strategy before starting
  • Perfect metrics before we can tell the story

For your customer

A comfortable process for the person being interviewed

Customers are more likely to take part when the process feels simple, respectful and low-pressure. TalkForth makes the customer experience easier by:

  • Explaining what to expect
  • Keeping the interview focused
  • Avoiding pushy or leading questions
  • Respecting sensitive details
  • Letting them review the final copy
  • Keeping the conversation relaxed and professional

Have a customer in mind but not sure how to ask them? We can help you shape the request.

Book a discovery call

Packages

Start with one story, then build from there

Most teams start with one customer story or case study. Once the process is working, you can build a stronger bank of customer proof across different sectors, services, buyer types or objections.

See pricingBook a discovery call

Best fit

This works best when there's a real customer story to uncover

Best fit

  • You have happy customers
  • There is a clear problem or before-and-after
  • The customer relationship is positive
  • The story would help future buyers trust you
  • Sales or marketing can use the finished asset
  • You want a structured but lightweight process

Not ideal

  • The customer is unlikely to approve anything
  • There is no real customer experience to draw from
  • You want exaggerated claims
  • You need academic case study writing
  • You want content created without speaking to a customer
  • You need a large enterprise advocacy programme

FAQ

How TalkForth works FAQs

Ready to turn one customer conversation into useful sales proof?

TalkForth makes the case study process simple, from choosing the customer to writing the final approved story.

Book a discovery call See pricing

Or email: hello@talkforth.com