How to get a customer case study without scheduling a call

A happy customer says "sure, happy to help". Then someone looks for a free hour in two calendars, the meeting gets moved once, the call happens and the recording sits in a folder. The moment the customer was most willing, while the project was still fresh, slips away during the wait.

It isn't easier for the customer either: an hour-long call is a big ask for a busy manager. Answering the same questions in five or ten minutes, whenever it suits them, is a smaller one.

You send your customer a single link. When they open it, an AI interviewer asks the questions one at a time:

• The customer answers by typing or by voice, and can pause and pick up where they left off from the same link.
• You choose the number of questions: 3, 5 (the default) or 7. The default flow covers the problem, the solution and the result.
• If an answer stays vague, the interviewer politely asks for a concrete example or figure in the next question; it doesn't push someone who'd rather not answer.
• The interview can run in Turkish, English, German, French, Spanish or Portuguese, so the customer speaks their own language.

When the interview ends, the answers become a draft story with Situation, Goal, Solution and Result sections. You edit the draft and, if you like, send it to your customer for approval. We cover the approval step in a separate post.

• After results are visible: the first concrete win, a renewal or a moment when the customer thanked you are all good times.
• Person to person: send the link with a short note from whoever already talks to the customer, not as a bulk campaign email.
• Say up front how long it takes and where it will be used. Uncertainty lowers the response rate.

Hi {Name},

We'd like to share the work we did together with {Product} with companies like yours. So you don't need to book a meeting, I've prepared a link with {Number} short questions you can answer whenever it suits you:

{Link}

You can type or speak your answers. I'll show you the text before anything is published, and it won't be used anywhere without your approval.

Thanks,
{Your name}

One reminder is usually enough; more than two starts to annoy people. That's why CaseMagnet AI sends at most two reminders for the same interview, leaves at least 12 hours between emails and puts a "don't send again" link in every one.

If you already have notes or a transcript from a call with the customer, you don't need to wait for an interview at all: paste the notes and get a draft with the same structure.

Want to see the interview screen your customer will see? Try it without signing up. To prepare the questions themselves, see the customer interview questions guide.