Write and Publish a Case Study From a Recorded Call
The short answer
You share the recording or transcript of a conversation with a satisfied customer, and AI drafts a case study page from it in your voice. You edit the draft, the customer signs off on anything attributed to them, and Otto adds it to your website after you approve the preview.
Coming soonOtto and the SCC Portal are coming soon. Until then, a real person on our team handles your website changes.
The problem
Every business owner knows case studies help. A real story from a real customer does more to win the next job than any amount of “quality service” copy. And most businesses have the raw material already: a great conversation where a customer explained exactly why they’re glad they hired you.
But turning that into a published page takes hours nobody has. Someone has to listen back, pull the best parts, write it up, send it to the customer, chase approval, then get it onto the website. So the story stays in someone’s memory, and the website keeps saying the same general things.
How it works
- You share the call recording or transcript, with a single line on what the project was.
- AI drafts a case study page in a simple shape: the situation, what you did, and what changed for the customer. Every direct quote is pulled word for word and linked to its spot in the transcript.
- You edit the draft. Cut what’s too private, add context only you know, and fix anything that doesn’t sound like you.
- The draft goes to the customer for sign off. Nothing attributed to them is published without their written okay.
- Once approved, you text it to Otto in your SCC Portal. He adds it to your site’s case studies section, shows you a preview, and publishes after you approve.
Human checkpoints
Two sets of eyes are on it, yours and your customer’s.
- You approve the draft before anyone outside your business sees it.
- The customer approves anything that names or quotes them.
- You approve the final page preview before it goes live.
Case studies are a trust document. A made up detail or an unapproved quote does more damage than having no case study at all, so people check every word.
What it doesn’t do
The AI won’t invent results, add numbers that weren’t said, or polish a lukewarm conversation into a glowing review. If the call didn’t include much about outcomes, the draft will say less, and that’s on purpose. It also won’t contact your customer for you unless you set that up. If your site doesn’t have a case studies section yet, our team designs and builds that first, since a new section is bigger than a small edit. And if your industry has rules about testimonials (like some legal, financial, and health fields), check them before publishing.
Illustrative outcome
Picture a consultant who finishes a good wrap up call with a client. That evening they forward the transcript, trim the draft over coffee the next morning, and send it to the client to approve. A few days later there’s a real story on the website, in the client’s own words, that didn’t eat a whole afternoon.
