Instance studies and testimonials are useful to have on hand. They assistance you earn a prospect's trust, show them what life would be similar as your customer, and validate that your production or service works.

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

To build this library, not simply would you need to know how to write a case study, but you'll as well need to ask the correct questions that will surface valuable details and insights.

The following list of 100 case written report questions volition aid y'all build a narrative using the "Problem - Agitate - Solve" method. Use these prompts to get started and add together more than specific example study questions for your business or products.

Download Now: 3 Free Case Study Templates

1. Case studies are a form of customer advocacy.

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

Who can really blame them?

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

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

If someone is considering your business, a case study is a much more disarming piece of marketing or sales material than traditional advertising.

2. Case studies provide a joint-promotion opportunity.

Your business concern isn't the only one that benefits from a case written report. Customers participating in case studies do good, also.

Call up nigh information technology. Case studies are complimentary advertisements for your customers. While they're not promoting their products or services, they're still getting the discussion out well-nigh their concern. And, the case study highlights how successful their concern is — showing interested leads that they're on the upwardly and up.

3. Instance studies are easily sharable.

Whether you're a salesperson trying to shut a deal, or a marketer trying to educate people nearly your brand, case studies are groovy to have on mitt because you tin easily share them with leads, prospects, and clients.

Whether you lot embed them on your website, or salvage them every bit a PDF, y'all tin simply send a link to share your example study with others. They, in turn, can share that link with their peers and colleagues, and so on and then forth.

Instance studies tin also be useful during a sales pitch. Say a customer is explaining a trouble that was solved in a example written report, you can quickly surface that document and share information technology with them in a timely style. In sales, timing is everything, and this could be that quick-thinking argument that convinces a customer to buy from you lot.

iv. Case studies build rapport with your customers.

I'd love to tell you that creating a instance report takes no time or try at all. While instance studies are very useful, they exercise require some back and forth with your customers to obtain the exact feedback you lot're looking for.

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

And, the amend the rapport you have with them, the more likely they'll exist to advocate for your business organization. They'll want to indicate potential leads and prospects to their example study and avowal about how great one of your products or services is.

five. Case studies are less opinionated than customer reviews.

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

Case studies, on the other paw, are more information-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. That way, it's non but a client proverb how astonishing your production or service is; information technology's a consummate argument with objective information backing the customer'south stance.

What makes a adept case written report questionnaire?

Certain key elements brand up a adept example study questionnaire.

1 is that the questionnaire should feel like 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 client is willing to share data and metrics the prove the success of your service or product

You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you desire to receive.

What makes a good example written report question?

A good case report question delivers a powerful bulletin to leads in the conclusion stage of your prospective heir-apparent'south journey.

Since your client has agreed to participate in a instance study, they're probable highly enthusiastic well-nigh the service you provide.

Thus, a good case study question easily the reins over to the client — an open-concluded question that leaves them talking about how fantabulous your system and the service you provide is.

The Ultimate Listing of Instance Study Questions

Categories for the best instance study questions include:

  • Case study questions about the client's concern
  • Instance study questions about the surround earlier the purchase
  • Case study questions about the decision process
  • Case study questions about the customer's business case
  • Example study questions about the buying squad and internal advocates
  • Case written report questions about client success
  • Case report questions most product feedback
  • Example report questions about willingness to brand referrals
  • Case written report question to prompt quote-worthy feedback
  • Case study questions about the customers' future goals

Case Study Interview Questions Well-nigh the Customer's Business organisation

Knowing the customer's concern is an splendid way of setting the tone for the instance written report.

Use these questions to get some background data about the company and its business goals. This information can be used to introduce the concern at the beginning of the case written report.

  1. Would you give me a quick overview of [company]?
  2. Can you describe your role?
  3. How do your role and team fit into the visitor and its goals?
  4. How long has your company been in business?
  5. How many employees do yous have?
  6. Is your company acquirement bachelor? If so, what is information technology?
  7. Who is your target client?
  8. How does our product help your squad or company achieve its objectives?
  9. How are our companies aligned (mission, strategy, civilization, etc.)?
  10. How many people are on your team? What are their roles?

Case Study Interview Questions Near the Environment Before the Purchase

At that place are different ways to solve a problem, and when the readers see that the client considered other tools and processes before arriving at your service, information technology will build trust.

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

  1. What was your team'due south procedure prior to using our production?
  2. Were there any costs associated with the process 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 fourth dimension your squad is using a product like this?
  5. What other challenges were you and your squad experiencing prior to using our production?
  6. Were there whatsoever concerns about 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 at that place any "dealbreakers" involved in your decision to go a customer?
  9. Did you accept to make any changes you weren't anticipating in one case you became a customer?
  10. How has your perception of the production changed since y'all've become a customer?

Case Written report Interview Questions About the Decision Process

Readers of the case study will be interested in what influenced the controlling procedure for the client. If they tin relate to that process, in that location's a bigger risk they'll buy your production.

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

  1. How did yous hear virtually our product?
  2. How long had y'all been looking for a solution to this trouble?
  3. Were yous comparison alternative solutions? Which ones?
  4. Would you depict a few of the reasons you decided to buy our product?
  5. What were the criteria y'all 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 example, was this conclusion motivated past a company-wide vision?
  7. What was the buying process similar? Did you notice anything exceptional or any points of friction?
  8. How would y'all take changed the buying process, if at all?
  9. Who were the determination makers from your team that were involved in the ownership process?

Case Report Interview Questions About the Client'south Concern Case

Ask well-nigh your product or solution'southward bear upon on the customer's employees, teams, metrics, and goals. These questions let the client to praise the value of your service and tell others exactly what benefits they derived from it.

When readers review this office, it enforces the belief that the case written report is credible.

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

Case Written report Interview Questions About the Buying Squad and Internal Advocates

See if in that location are whatsoever individuals at the customer's company who are advocates for your product.

  1. Are there whatever boosted team members you consider to exist advocates for our product? For example, does anyone stick out as a "ability user" or product expert on your squad?
  2. Is at that place anyone else on your team you lot think we should talk to?
  3. Are in that location any team members who you call back might not be the biggest fans of our production or who might need more grooming?
  4. Would you share some details almost how your team implemented our production?
  5. Who from your company was involved in implementing our production?
  6. Were there any internal risks or additional costs involved with implementing our product? If so, how did y'all address them?
  7. Is there a preparation process in place for your team's use of our production? If and so, what does information technology wait like?
  8. About how long does it take a new team member to get upwardly to speed with our product?
  9. What was your main concern about rolling this product out to your visitor?
  10. What accept people been maxim about our production since they've started using information technology?

Case Report Interview Questions About Customer Success

Has the customer plant success with your product? Ask these questions to learn more.

  1. By using our product can you mensurate whatsoever reduced costs?
  2. Past using our product tin can you measure any improvements in productivity or time savings?
  3. By using our product tin you measure any increases in revenue or growth?
  4. Are you lot probable to or take you recommended our production to a friend or colleague?
  5. How has our product impacted your success? Your team's success?
  6. In the get-go, you had XYZ concerns; how do you experience nigh them now?
  7. I noticed your team is currently doing XYZ with our product; tell me more about how that helps your concern.
  8. Have you thought about using our product for a new apply instance with your team or at your company?
  9. How do yous measure the value our production provides?
  10. What will information technology accept for you and your team to go the nearly value out of our product?

Case Study Interview Questions Almost Production Feedback

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

Use the following questions to get feedback from the customer about the product.

  1. Is at that place anything about the production you lot would similar to encounter changed or improved?
  2. Practice y'all have any feature requests or suggestions for our team?
  3. What is your favorite feature or office of our product? Why?
  4. What is the feature or function of our product that yous or your team employ almost often? Why?
  5. Take you used our customer support resources? If so, do you have any feedback from your feel?
  6. Have you checked out any of our support content or training resources recently? What do you lot remember?
  7. Are there any content or back up documents you would similar united states of america to work on and share?
  8. Do you lot accept any overall feedback or communication for us as a visitor?
  9. Are in that location other members of your team who might have feedback for us?
  10. Could we be doing anything else to go on you happy?

Instance Study Interview Questions Almost Willingness to Make Referrals

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

  1. How do other companies in this industry solve the bug you had before you purchased our production?
  2. Have you ever talked almost our product to any of your clients or peers? What did you say?
  3. How likely are you to recommend our product to a friend or client?
  4. Tin you lot think of any employ cases your customers might have for our production?
  5. What is your communication for other teams or companies who are tackling bug similar to those you had before y'all purchased our product?
  6. Do you know someone in 10 industry who has similar issues to the ones you lot had prior to using our product?
  7. I noticed y'all work with Company Y; do yous know if they are having any hurting points with these processes?
  8. Does your company participate in any partner or referral programs?
  9. Can I send you a referral kit every bit a thank-you lot for making a referral and requite you the tools to refer someone to us?
  10. Are you interested in working with usa to produce additional marketing content?

Example Report Interview Questions to Prompt Quote-Worthy Feedback

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

Enhance your instance report with quotable soundbites from the customer. Past asking these questions, prospects have more insight into other clients and their success with your product.

  1. How would you lot describe your process in one sentence prior to using our production?
  2. What is your advice to others who might be considering our product?
  3. What would your team's workflow or process be like without our product?
  4. Do you call up the investment in our product was worthwhile? Why?
  5. What would you say if we told you our product would soon be unavailable? What would this hateful to you?
  6. How would you describe our product if y'all were explaining information technology to a friend?
  7. What exercise you honey almost your job? Your company?
  8. What was the worst part of your process before y'all started using our product?
  9. What do you love well-nigh our product?
  10. Why do you practice business organisation with us?

Instance Written report Interview Questions About the Customers' Future Goals

Inquire the customer about their goals, challenges, and plans for the future. 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 side by side three months?
  3. How would you lot like to use our product to meet those challenges and goals?
  4. Is there anything we can do to help you and your team come across your goals?
  5. Practice you think you will purchase more, less, or about the same amount of our product next year?
  6. What are the growth plans for your company this year? Your team?
  7. How can nosotros help you see your long-term goals?
  8. What is the long-term impact of using our product?
  9. Are there whatever initiatives that you personally would similar to reach that our product or squad tin can help with?
  10. What volition you demand from us in the futurity?
  11. Is at that place anything we can do to improve our product or process for working together in the future?

How to Ask Your Customer for a Case Study

Earlier you can start putting together your case written report, y'all need to enquire your customer's permission. These email templates will come in handy.

If yous take a customer who'due south seen success with your production, proactively send them this asking:

If ane of your customers has recently passed along some praise (to you, their account managing director, your dominate; on an online forum; to some other potential customer; etc.), then transport them a version of this email:

You tin also notice potential case study customers past usage or production data. For instance, possibly you encounter a company y'all sold to ten months agone just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Attempt this template:

Creating an Effective Case Report

If you want to create an constructive case report, information technology needs to be credible, genuine, and clear that your product or service is meliorate than your competition. It should explain why certain customers are the correct fit for your business concern and how your visitor can help meet their specific needs. That way, someone in a similar state of affairs tin use your case written report as a testimonial for why they should choose your business organization.

Utilize the questions above to create an ideal client case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.

New Call-to-action

New Call-to-action

Originally published Jun xvi, 2021 1:00:00 PM, updated March 17 2022