Philippines staffing guide
How a virtual assistant can prepare a customer story interview
Coordinate consent, background research, questions, recording notes, and approvals without manufacturing customer claims.
Key takeaways
- Confirm permission before recording or publishing.
- Ask for specific before-and-after evidence.
- Let the customer approve attributed claims.
Prepare the consent path
The owner should define how interview consent, recording permission, quote approval, and publication approval are captured. The assistant coordinates the steps but does not invent permission from an informal conversation.
Research the customer context
Build a one-page note covering the customer’s business, original problem, chosen approach, timeline, and known outcomes. Mark assumptions as questions instead of placing them in the interviewer’s script as facts.
Ask for moments and evidence
Use open questions about the trigger, failed alternatives, implementation, obstacles, and results. Follow up on broad praise with requests for examples, dates, or artifacts the customer is comfortable sharing.
Control the approval trail
Send the draft with every attributed quotation and result highlighted. Record requested changes, final approval, permitted images, and any expiration or confidentiality condition before publishing.
Questions for the hiring call
"I want help with these tasks first: [tasks]. Here are examples of good work. Here is what you should send back for approval. Can you show me how you would handle the first three items?"
Use this on a call with a Philippines staffing provider or Filipino freelancer. It keeps the discussion on the work instead of broad promises.
FAQ
Can an interview be summarized without approval?
Internal notes can follow company policy, but public attributed claims should use the consent and approval process set by the owner.
What if a result cannot be documented?
Describe it as the customer’s experience with careful attribution, or omit it if the claim would mislead readers.
Sources
Use these references for background. Ask a qualified adviser about legal, tax, security, or worker-classification questions that apply to your company.
- U.S. Small Business Administration: guidance for hiring and managing a small-business team
- NIST Small Business Cybersecurity Corner: cybersecurity resources for small businesses