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Case Note Testimonials

Ehrliche Testimonials, aufgebaut aus Ihren echten Fallnotizen

Formt Sitzungsnotizen, Projektunterlagen und Kunden-E-Mails zu konkreten, freigegebenen Testimonial-Bereichen: Ausgangslage, Veränderung und Ergebnis in der eigenen Sprache des Kunden — mit schriftlicher Freigabe, bevor irgendetwas live geht.

Case Note Testimonials Vorschau
Am besten für
Teams mit zufriedenen Kunden und starken Ergebnissen, aber ohne polierte Zitate
Zeitaufwand
1–2 Stunden
Stufe
Anfänger

In 3 Schritten installieren

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Was ist enthalten

Eine SKILL.md (die Anleitung) + eine Startvorlage. Eine Vorschau:

Case Note Testimonials

When to use

  • You have great client outcomes buried in case notes, session records, or project docs, but no testimonial page
  • A client said wonderful things in a call or email but never sent a clean quotable line
  • Your testimonials page is full of vague praise ("Great service!") that convinces nobody
  • You need a testimonial section for a landing page, proposal, or pitch deck by Friday
  • You want testimonials that name a real problem, a real outcome, and a real person — the three things that make them believable

Workflow

  1. Gather the raw material (input: case notes, emails, call records → output: source pack)
    Collect everything the client actually said or did: session notes, thank-you emails, project wrap-ups, support tickets they closed happy. Keep the client's exact words wherever they exist — a paraphrase of a paraphrase is where testimonials turn fake. One testimonial = one client's source pack, with dates attached.
  2. Extract the story (input: source pack → output: story skeleton)
    Find the three beats every believable testimonial needs: the situation before ("We were losing two days a week to manual reports"), what changed ("They rebuilt the workflow in a week"), and the outcome with a number if one exists ("Now it takes an hour"). If a beat is missing, mark it missing — don't invent it. A two-beat testimonial with a gap is more honest than a three-beat one with a fabricated middle.
  3. Draft in the client's voice (input: story skeleton → output: testimonial draft)
    Write it the way that client talks: short sentences if they're terse, warm and detailed if they're effusive. Keep every quoted phrase verbatim from the source pack; clearly separate quoted words from connective tissue you added. Aim for 40–80 words — long enough to be specific, short enough to be read. Attribute fully: name, role, organization (as they agreed to be shown).
  4. Get approval (input: draft → output: approved testimonial)
    Send the draft to the client with the exact words that will appear, where they'll appear, and how they'll be attributed. No testimonial goes live without a yes — a "sounds fine" in a call is not a yes; get it in writing. If they edit, take their edit verbatim. If they decline attribution, offer first-name-only or anonymous-with-context, or drop it. Never publish a testimonial someone hasn't approved in its final form.
  5. Lay out the section (input: approved testimonials → output: testimonial section)
    Arrange 3–6 testimonials with variety: different problems, different outcomes, different kinds of clients. Lead with the one whose problem matches your reader's problem — the first testimonial is the one that decides whether anyone reads the second. Pair each quote with a face or logo if you have permission; a wall of text-only quotes reads like it was written by one person. Keep the section scannable: quote first, attribution second, context line third.

Vorschau der Startvorlage

Case Note Testimonials — Template

One client = one source pack, one approval. No testimonial goes live without a written yes.

Client: {name} | Role: {role} | Organization: {organization}

Source material (keep exact words):

Story skeleton (mark missing beats missing — never invent)

  • Situation before: {e.g. We were losing two days a week to manual reports}
  • What changed: {e.g. They rebuilt the workflow in a week}
  • Outcome (with a number only if the notes support it): {e.g. Now it takes an hour}

Draft testimonial (40–80 words, client's voice)

> {draft — quoted phrases verbatim, connective tissue clearly separated}

Das Skill-Paket selbst (SKILL.md + Vorlage) ist auf Englisch verfasst.

Pro — alle 511 Skills

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