Instance studies and testimonials are useful to have on hand. They help you earn a prospect's trust, bear witness them what life would be like as your customer, and validate that your product or service works.

Consider creating a library of customer stories your sales team can use to share targeted and relevant content with your prospects via your website and sales proposals.

To build this library, non only would you need to know how to write a case report, but you lot'll also need to inquire the right questions that will surface valuable details and insights.

The post-obit list of 100 case study questions will help you build a narrative using the "Problem - Arouse - Solve" method. Use these prompts to get started and add more than specific case report questions for your business organisation or products.

Download Now: 3 Free Case Study Templates

Case Study Benefits

  1. Case studies are a course of customer advocacy.
  2. Case studies provide a joint-promotion opportunity.
  3. Case studies are easily sharable.
  4. Case studies build rapport with your customers.
  5. Case studies are less opinionated than customer reviews.

1. Case studies are a form of customer advocacy.

If yous oasis't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.

Who can really blame them?

With every other make claiming to be the best in the business, it's difficult to sort exaggeration from reality. In the end, most customers volition plough to a source that they trust for data: their peers, coworkers, and other customers.

This the virtually important reason why case studies are effective. They're testimonials given straight from previous customers and are backed with information and information supporting their claim.

If someone is considering your business organization, a case study is a much more convincing slice of marketing or sales textile than traditional advertisement.

2. Case studies provide a articulation-promotion opportunity.

Your business organization isn't the simply one that benefits from a case study. Customers participating in example studies benefit, besides.

Recollect well-nigh it. Case studies are free advertisements for your customers. While they're non promoting their products or services, they're yet getting the discussion out most their business. And, the case study highlights how successful their business is — showing interested leads that they're on the upwardly and up.

3. Case studies are easily sharable.

Whether you're a salesperson trying to close a deal, or a marketer trying to educate people almost your brand, case studies are nifty to have on mitt because you tin can hands share them with leads, prospects, and clients.

Whether you embed them on your website, or save them as a PDF, you can only ship a link to share your example study with others. They, in turn, can share that link with their peers and colleagues, then on and and then forth.

Case studies can likewise exist useful during a sales pitch. Say a customer is explaining a trouble that was solved in a example study, you tin can speedily surface that document and share it with them in a timely fashion. In sales, timing is everything, and this could exist that quick-thinking argument that convinces a client to buy from you.

4. Example studies build rapport with your customers.

I'd love to tell yous that creating a case study takes no fourth dimension or endeavor at all. While case studies are very useful, they do require some back and forth with your customers to obtain the verbal feedback yous're looking for.

The good news is this builds rapport with your most loyal customers. You lot get to know them on a personal level, and they'll become more than just your almost valuable clients.

And, the better the rapport yous have with them, the more than likely they'll be to advocate for your business. They'll want to point potential leads and prospects to their instance study and boast well-nigh how great i of your products or services is.

5. Case studies are less opinionated than customer reviews.

The difference betwixt a instance study and a customer review is the data bankroll information technology. Client reviews are typically based on the client'due south opinion of your brand. While they might write a glowing review, information technology's completely subjective and there's rarely empirical evidence supporting their merits.

Example studies, on the other hand, are more data-driven. While they'll withal talk about how peachy your brand is, they support this merits with quantitative data that'south relevant to the reader. That way, it's not only a customer maxim how amazing your product or service is; it's a complete argument with objective data backing the client's opinion.

What makes a skillful example study questionnaire?

Certain cardinal elements brand upward a proficient case study questionnaire.

Ane is that the questionnaire should feel similar a conversation and not an interrogation. Some of the essential things that your questionnaire should cover include:

  • The problem faced by the client before choosing your organization
  • Why they chose your company
  • How your company solved the problem they faced
  • The measurable results of the service provided
  • If the customer is willing to share data and metrics the bear witness the success of your service or production

You lot can conform these considerations based on how your customers use your production and the specific answers or quotes that yous want to receive.

What makes a good example study question?

A skilful case report question delivers a powerful message to leads in the determination stage of your prospective buyer'due south journey.

Since your client has agreed to participate in a instance study, they're likely highly enthusiastic about the service you provide.

Thus, a good example study question hands the reins over to the client — an open up-ended question that leaves them talking most how excellent your system and the service you provide is.

The Ultimate List of Case Written report Questions

Categories for the best case study questions include:

  • Case study questions about the client's business concern
  • Case report questions nearly the environment before the buy
  • Instance written report questions about the determination process
  • Case study questions about the customer'due south business organisation example
  • Instance written report questions nearly the ownership team and internal advocates
  • Case written report questions well-nigh customer success
  • Instance study questions about product feedback
  • Instance written report questions about willingness to make referrals
  • Case study question to prompt quote-worthy feedback
  • Example study questions about the customers' time to come goals

Case Study Interview Questions Most the Customer's Business

Knowing the customer's business is an splendid manner of setting the tone for the case study.

Use these questions to go some groundwork information almost the company and its business concern goals. This data can be used to introduce the business organisation at the beginning of the case study.

  1. Would you give me a quick overview of [company]?
  2. Can you draw your role?
  3. How do your part and team fit into the visitor and its goals?
  4. How long has your visitor been in business?
  5. How many employees do y'all have?
  6. Is your company acquirement available? If so, what is it?
  7. Who is your target customer?
  8. How does our product aid your team or company attain its objectives?
  9. How are our companies aligned (mission, strategy, culture, etc.)?
  10. How many people are on your squad? What are their roles?

Case Study Interview Questions Virtually the Surroundings Before the Purchase

There are dissimilar means to solve a problem, and when the readers see that the client considered other tools and processes before arriving at your service, information technology volition build trust.

Learn which products, tools, and processes the customer used before purchasing your product. This will highlight the business concern needs they had to fulfill.

  1. What was your team's process prior to using our production?
  2. Were there any costs associated with the procedure prior to using our product?
  3. What were the major pain points of your process prior to using our product?
  4. Did our product replace a similar tool or is this the first time your team is using a product similar this?
  5. What other challenges were you lot and your squad experiencing prior to using our production?
  6. Were there any concerns well-nigh how your customers would be impacted by using our product?
  7. Why didn't you buy our product or a similar product earlier?
  8. Were in that location whatever "dealbreakers" involved in your decision to become a customer?
  9. Did you have to make whatsoever changes you weren't anticipating one time you lot became a client?
  10. How has your perception of the product changed since yous've get a customer?

Case Study Interview Questions About the Conclusion Process

Readers of the example study will be interested in what influenced the conclusion-making process for the client. If they tin relate to that procedure, there'south a bigger gamble they'll purchase your product.

What factors did the customer consider before choosing your solution?  The answers to these questions will help potential customers through their controlling process.

  1. How did you hear about our product?
  2. How long had you been looking for a solution to this trouble?
  3. Were you comparing alternative solutions? Which ones?
  4. Would you lot depict a few of the reasons you decided to purchase our product?
  5. What were the criteria you used when making the decision to buy our product?
  6. Were there any high-level initiatives or goals that prompted the decision to buy? For case, was this determination motivated by a company-wide vision?
  7. What was the buying process like? Did y'all observe anything exceptional or any points of friction?
  8. How would you have changed the ownership process, if at all?
  9. Who were the determination makers from your squad that were involved in the buying process?

Case Study Interview Questions Near the Customer'south Business organization Case

Ask about your product or solution's impact on the client's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.

When readers review this role, it enforces the belief that the instance written report is credible.

  1. How long take you been using our product?
  2. How many dissimilar people at your visitor utilise our product?
  3. Are there multiple departments or teams using our production?
  4. How do y'all and your team currently utilize the product? What types of goals or tasks are you using the production to accomplish?
  5. If there are other teams or departments using our product, practise you know how they're using information technology?
  6. What was the most obvious advantage yous felt our product offered during the sales process?
  7. Were there any other advantages you discovered afterward using the product more than regularly?
  8. Are there any metrics or KPIs you rail with our product? What are they?
  9. Were yous tracking any metrics prior to using our product? What were they?
  10. How has our product impacted your core metrics?

Case Study Interview Questions About the Buying Team and Internal Advocates

Come across if in that location are any individuals at the customer's visitor who are advocates for your product.

  1. Are there whatever additional squad members y'all consider to be advocates for our product? For example, does anyone stick out as a "power user" or product adept on your team?
  2. Is there anyone else on your team you lot remember nosotros should talk to?
  3. Are there any team members who you think might not be the biggest fans of our product or who might need more than training?
  4. Would y'all share some details well-nigh how your team implemented our production?
  5. Who from your visitor was involved in implementing our production?
  6. Were in that location any internal risks or additional costs involved with implementing our production? If and then, how did you address them?
  7. Is there a training process in identify for your team's use of our product? If so, what does information technology look like?
  8. About how long does it take a new squad member to get upwardly to speed with our product?
  9. What was your main business concern about rolling this product out to your visitor?
  10. What have people been saying most our product since they've started using it?

Case Study Interview Questions Nearly Customer Success

Has the customer found success with your product? Inquire these questions to learn more.

  1. By using our product can y'all measure whatsoever reduced costs?
  2. By using our product can you measure any improvements in productivity or time savings?
  3. By using our product can you lot mensurate any increases in revenue or growth?
  4. Are you likely to or have yous recommended our product to a friend or colleague?
  5. How has our product impacted your success? Your team'due south success?
  6. In the starting time, you had XYZ concerns; how practise you feel most them now?
  7. I noticed your team is currently doing XYZ with our product; tell me more than about how that helps your business concern.
  8. Have you thought well-nigh using our product for a new use instance with your squad or at your company?
  9. How do you measure the value our product provides?
  10. What volition information technology take for you and your team to get the most value out of our product?

Case Report Interview Questions Virtually Product Feedback

Feedback is the breakfast of champions. The feedback from your clients can assistance improve the quality of your service.

Use the post-obit questions to get feedback from the customer nearly the product.

  1. Is there anything about the production you would like to see changed or improved?
  2. Practice you have whatsoever feature requests or suggestions for our team?
  3. What is your favorite feature or part of our product? Why?
  4. What is the feature or part of our production that yous or your squad employ almost often? Why?
  5. Take y'all used our customer support resources? If and then, practise you have whatsoever feedback from your experience?
  6. Have you lot checked out whatever of our support content or training resources recently? What do y'all think?
  7. Are there any content or support documents you would like us to work on and share?
  8. Do you accept whatever overall feedback or communication for u.s.a. as a visitor?
  9. Are there other members of your squad who might have feedback for us?
  10. Could we be doing annihilation else to keep you happy?

Case Study Interview Questions About Willingness to Brand Referrals

Ask the customer if they'd recommend your product to others. A stiff recommendation volition help potential clients be more open up to purchasing your product.

  1. How do other companies in this manufacture solve the bug you had before you purchased our product?
  2. Have you e'er talked about our product to whatsoever of your clients or peers? What did yous say?
  3. How probable are you lot to recommend our production to a friend or client?
  4. Tin you call up of any use cases your customers might have for our product?
  5. What is your advice for other teams or companies who are tackling problems similar to those you had earlier yous purchased our product?
  6. Practise you know someone in X manufacture who has similar problems to the ones you had prior to using our product?
  7. I noticed y'all work with Company Y; practise yous know if they are having any pain points with these processes?
  8. Does your company participate in any partner or referral programs?
  9. Can I send you a referral kit as a thank-you for making a referral and requite you the tools to refer someone to u.s.a.?
  10. Are you lot interested in working with us to produce additional marketing content?

Case Written report Interview Questions to Prompt Quote-Worthy Feedback

People trust people, and quote-worthy feedback offers proof.

Enhance your case study with quotable soundbites from the client. By request these questions, prospects accept more than insight into other clients and their success with your production.

  1. How would yous draw your procedure in ane sentence prior to using our production?
  2. What is your advice to others who might be considering our product?
  3. What would your team'southward workflow or procedure be like without our product?
  4. Do you lot think the investment in our product was worthwhile? Why?
  5. What would you say if we told you lot our production would presently exist unavailable? What would this mean to you lot?
  6. How would you draw our product if you were explaining it to a friend?
  7. What practise you lot honey nearly your task? Your company?
  8. What was the worst part of your process before you started using our product?
  9. What exercise you honey about our production?
  10. Why do you practice business with us?

Instance Study Interview Questions Virtually the Customers' Futurity Goals

Enquire the customer most their goals, challenges, and plans for the hereafter. This volition provide insight into how a business can grow with your production.

  1. What are the biggest challenges on the horizon for your industry?
  2. What are your goals for the next three months?
  3. How would y'all similar to use our product to run into those challenges and goals?
  4. Is there anything we can practise to assist you lot and your team run across your goals?
  5. Practise you recollect you lot will buy more, less, or virtually the same amount of our product next twelvemonth?
  6. What are the growth plans for your company this year? Your team?
  7. How tin we assistance y'all encounter your long-term goals?
  8. What is the long-term impact of using our production?
  9. Are there any initiatives that y'all personally would like to achieve that our product or squad tin aid with?
  10. What will you demand from the states in the future?
  11. Is there anything nosotros can do to ameliorate our product or process for working together in the hereafter?

How to Ask Your Client for a Case Study

Before you can start putting together your case study, you demand to ask your client's permission. These e-mail templates will come in handy.

If you take a customer who's seen success with your product, proactively send them this request:

If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential client; etc.), then transport them a version of this electronic mail:

You tin likewise detect potential case study customers by usage or product data. For instance, mayhap y'all run into a company y'all sold to 10 months ago only bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:

Creating an Constructive Case Study

If you want to create an effective case study, information technology needs to be credible, genuine, and clear that your product or service is improve than your competition. Information technology should explain why certain customers are the right fit for your business and how your company can assist encounter their specific needs. That style, someone in a similar situation can apply your case written report every bit a testimonial for why they should choose your business.

Use the questions above to create an ideal customer case study questionnaire. Past request your customers the right questions, you lot tin can obtain valuable feedback that tin be shared with potential leads and convert them into loyal customers.

New Call-to-action

New Call-to-action

Originally published Jun 16, 2021 one:00:00 PM, updated March 17 2022