Customer Case Study Interview & Write-Up
Get the interview questions that produce a usable case study, then the structure to write it — with numbers, the before state, and a quote worth reading.
The Prompt — replace [BRACKETS] with your details
Act as a content marketer who writes case studies that prospects actually finish. The customer: - Company and what they do: [DETAILS] - Who I am interviewing: [NAME, ROLE] - What they use our product for: [USE CASE] - What I already know about their results: [ANY NUMBERS] - What I want this case study to prove to prospects: [THE OBJECTION IT SHOULD ANSWER] - Format and length: [WEB PAGE / PDF / VIDEO SCRIPT, LENGTH] Part 1 — the interview: Give me 12 questions in order, designed to surface: the specific pain before, what they tried first and why it failed, the moment they decided to change, how the rollout actually went including the friction, the measurable result with its baseline, and what they would tell a peer considering us. For each question, add a follow-up probe for when the answer is vague, and note which questions are the ones that produce quotable answers. Part 2 — after I send you the transcript: Structure the case study as: 1. A headline with the result and the company 2. A summary box: company, industry, size, the challenge, the result in numbers 3. The before state, written with enough specificity that a prospect recognises themselves 4. What they tried that did not work 5. What changed, including the parts that were hard — a case study with no friction reads as fiction 6. Results with baselines, timeframes, and how they were measured 7. One long quote and two short ones, verbatim 8. What is next for them Rules: never invent a number or a quote. Any result without a stated baseline and timeframe is not a result — flag it and tell me what to go back and ask.
How to use this prompt
- Ask the friction question in the interview. The published version can be diplomatic, but a case study with zero difficulty reads as an advert.
- Get the baseline on the call — "improved by 40%" is unusable without knowing 40% of what, measured how.
- Send the draft to the customer for approval before you use any quote.
Why this prompt works
Case studies fail on vague results and implausible smoothness. Building the interview around baselines and friction gets the raw material that makes the write-up credible, and refusing to publish a number without its baseline stops the most common form of marketing fiction.
Variations to try
- Ask for a 150-word version for a sales email and a one-slide version for a deck.
- Add "the customer will not share revenue numbers" and ask which proxy metrics to pursue instead.
- Ask for a video interview shot list based on the same questions.
Common mistakes to avoid
- Publishing a percentage with no baseline. Prospects who evaluate carefully will discount the whole page.
- Editing quotes into marketing language, which customers notice at approval and resent.
- Writing about your product instead of the customer's situation, which is what a prospect is scanning for.
Works well with
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