turn sales call transcripts into a structured case study draft while verifying client claims against the source material

• export and read through raw sales call transcripts or meeting notes
• highlight specific metrics, timelines, and client quotes mentioned during the conversation
• cross-reference the client's claims with internal records or CRM notes to verify accuracy
• outline the problem, solution, and results sections based on the notes
• write the first draft of the case study narrative
• send the draft to the sales rep or client for review and corrections

having to sift through hours of transcript text to find specific proof points while verifying whether the client's claims are accurate.

1. You

   1. Gather the source material

   Export the relevant sales call transcripts or meeting notes and collect the CRM records or internal documentation used to verify client claims. Identify which client, product, and business outcome the case study should cover.

2. AI

   2. Extract evidence from the conversation

   Give the transcript and notes to AI and ask it to extract the client's problem, implementation details, metrics, timelines, named speakers, and potential quotes. Require each item to include the exact source passage or a clear location reference.

3. AI

   3. Separate supported and unsupported claims

   Ask AI to compare each stated result with the transcript and supplied internal records, labeling claims as supported, contradicted, ambiguous, or not found. It should flag missing context and avoid treating sales-rep statements as client-confirmed evidence.

4. You

   4. Decide which proof points can be published

   Check the flagged claims against the internal records and decide which metrics, timelines, and quotes are approved for use. Remove or qualify any claim that lacks adequate evidence, and resolve discrepancies with the sales rep or client before drafting.

5. AI

   5. Build the case study draft

   Ask AI to organize the approved evidence into problem, solution, implementation, and results sections, using only verified claims and clearly marking any remaining placeholders. Include source references beside proof points for human checking.

6. You

   6. Edit and submit for approval

   Edit the narrative for accuracy, tone, permissions, and client confidentiality, then send the draft to the sales rep or client for final corrections and approval. Do not publish until disputed claims and quoted language are resolved.

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