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Case Note Testimonials

Testimonios honestos construidos desde tus notas de casos reales

Da forma a notas de sesiones, registros de proyectos y correos de clientes para convertirlos en secciones de testimonios específicos y aprobados: situación, cambio y resultado con la propia voz del cliente, con aprobación escrita antes de publicar nada.

Vista previa de Case Note Testimonials
Ideal para
Equipos con clientes contentos y buenos resultados, pero sin citas pulidas
Tiempo necesario
1–2 horas
Nivel
Principiante

Instálala en 3 pasos

Sin registro. Sin herramientas CLI. Elige tu IA, copia una línea y pégala.

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Qué incluye

Un SKILL.md (la guía paso a paso) + una plantilla inicial. Una vista previa:

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.

Vista previa de la plantilla

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}

El paquete de la habilidad (SKILL.md + plantilla) está escrito en inglés.

Pro — las 511 habilidades

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