Plan one customer interview that supports a full video, short clips, a written story, sales material, and social posts.

Plan the outputs before recording

Decide where the story will appear before you prepare the interview. A website visitor may need the full story, while a sales team may need an answer to one common question. Include questions about the challenge, the buying decision, the experience, and the result. Get permission for the intended uses.

Build five useful versions

Create a full testimonial video, a short result clip, a written case study, a sales slide, and a social post. Give each version one clear purpose. A short clip should make sense without the full interview. A written story should explain details that a brief video cannot include. Preserve the customer's meaning in every format.

Keep the versions consistent

Store approved quotes, captions, images, and edits together. Check that figures and company details match across all versions. Give sales and marketing teams clear file names so they can find the right material. Update the content when a customer's role changes or the story no longer reflects their experience.