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

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

To build this library, not only would you need to know how to write a example study, just you'll also demand to ask the right questions that will surface valuable details and insights.

The post-obit listing of 100 case report questions will help yous build a narrative using the "Trouble - Agitate - Solve" method. Utilize these prompts to get started and add together more specific case study questions for your business or products.

Download Now: 3 Free Case Study Templates

1. Example studies are a form of customer advocacy.

If y'all 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 brand challenge to be the best in the concern, it's hard to sort exaggeration from reality. In the end, most customers will turn to a source that they trust for information: 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 information supporting their claim.

If someone is considering your business concern, a instance written report is a much more than disarming piece of marketing or sales material than traditional advertising.

2. Example studies provide a joint-promotion opportunity.

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

Think well-nigh it. Case studies are free advertisements for your customers. While they're not promoting their products or services, they're nonetheless getting the word out about their business organisation. And, the case report highlights how successful their business organisation is — showing interested leads that they're on the up and upward.

3. Case studies are hands sharable.

Whether you're a salesperson trying to close a deal, or a marketer trying to educate people about your brand, example studies are great to take on hand because you tin can easily share them with leads, prospects, and clients.

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

Case studies can too be useful during a sales pitch. Say a customer is explaining a problem that was solved in a case study, y'all can apace 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 customer to purchase from you lot.

4. Example studies build rapport with your customers.

I'd beloved to tell you that creating a example study takes no time or effort at all. While example studies are very useful, they practice require some dorsum and forth with your customers to obtain the verbal feedback you're looking for.

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

And, the better the rapport you have with them, the more probable they'll exist to abet for your business organisation. They'll want to betoken potential leads and prospects to their case written report and boast about how slap-up one of your products or services is.

5. Case studies are less opinionated than customer reviews.

The departure betwixt a case report and a client review is the information backing information technology. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it'south completely subjective and at that place's rarely empirical evidence supporting their merits.

Case studies, on the other mitt, are more than information-driven. While they'll still talk most how cracking your brand is, they back up this claim with quantitative data that'southward relevant to the reader. That way, it's not just a customer saying how amazing your production or service is; it's a complete argument with objective information backing the client'southward opinion.

What makes a good case study questionnaire?

Certain key elements brand up a proficient case study questionnaire.

One is that the questionnaire should experience 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 trouble 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 production

You lot 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 instance study question?

A good case study question delivers a powerful bulletin to leads in the conclusion stage of your prospective buyer'southward journey.

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

Thus, a skillful example study question hands the reins over to the client — an open-concluded question that leaves them talking about how excellent your organization and the service you provide is.

The Ultimate List of Example Study Questions

Categories for the best example study questions include:

  • Case study questions almost the client's business organisation
  • Example written report questions nigh the environment before the purchase
  • Case study questions about the decision process
  • Case study questions about the client'due south business case
  • Case study questions about the ownership team and internal advocates
  • Case study questions about customer success
  • Case study questions about production feedback
  • Case study questions nigh willingness to make referrals
  • Instance study question to prompt quote-worthy feedback
  • Case written report questions about the customers' future goals

Case Report Interview Questions About the Client's Business concern

Knowing the customer'southward business is an excellent manner of setting the tone for the case study.

Utilise these questions to get some background information about the company and its business goals. This information tin exist used to innovate the business organization at the beginning of the case study.

  1. Would you give me a quick overview of [company]?
  2. Tin y'all describe your office?
  3. How do your role and team fit into the company and its goals?
  4. How long has your company been in business organization?
  5. How many employees exercise you have?
  6. Is your company revenue available? If and so, what is it?
  7. Who is your target customer?
  8. How does our product help your team or visitor achieve 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 Report Interview Questions About the Environment Before the Purchase

There are different means to solve a trouble, and when the readers see that the client considered other tools and processes earlier arriving at your service, information technology will build trust.

Learn which products, tools, and processes the client used before purchasing your production. This volition highlight the business needs they had to fulfill.

  1. What was your team's process prior to using our product?
  2. Were at that place 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 time your team is using a product like this?
  5. What other challenges were you and your squad experiencing prior to using our product?
  6. Were at that place 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 in that location any "dealbreakers" involved in your decision to become a customer?
  9. Did you have to brand any changes y'all weren't anticipating once yous became a customer?
  10. How has your perception of the production changed since yous've go a customer?

Case Report Interview Questions About the Decision Procedure

Readers of the instance written report will be interested in what influenced the decision-making process for the client. If they tin can relate to that process, at that place's a bigger chance 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 well-nigh our production?
  2. How long had yous been looking for a solution to this problem?
  3. Were you comparison culling solutions? Which ones?
  4. Would you lot describe a few of the reasons you decided to purchase our product?
  5. What were the criteria yous used when making the determination to purchase our product?
  6. Were at that place any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated past a company-wide vision?
  7. What was the buying process like? Did you notice anything infrequent or any points of friction?
  8. How would you accept inverse the buying procedure, if at all?
  9. Who were the conclusion makers from your team that were involved in the buying process?

Case Report Interview Questions Near the Customer'south Business Case

Ask about your production or solution's affect 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 part, it enforces the conventionalities that the instance study is credible.

  1. How long have you lot been using our product?
  2. How many dissimilar people at your company utilise our product?
  3. Are there multiple departments or teams using our product?
  4. How do y'all and your team currently employ the production? 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 you know how they're using it?
  6. What was the virtually obvious advantage you felt our production offered during the sales process?
  7. Were at that place any other advantages y'all discovered afterwards using the product more than regularly?
  8. Are there any metrics or KPIs you track with our product? What are they?
  9. Were you tracking any metrics prior to using our production? What were they?
  10. How has our product impacted your core metrics?

Case Written report Interview Questions About the Ownership Team and Internal Advocates

Run into if there are whatever individuals at the customer'south company who are advocates for your product.

  1. Are in that location whatever additional team members y'all consider to be advocates for our production? For case, does anyone stick out every bit a "ability user" or product good on your team?
  2. Is in that location anyone else on your team you think we should talk to?
  3. Are in that location whatsoever team members who you call back might not be the biggest fans of our product or who might demand more training?
  4. Would you share some details most how your team implemented our product?
  5. Who from your company was involved in implementing our product?
  6. Were there whatsoever internal risks or additional costs involved with implementing our product? If so, how did you address them?
  7. Is at that place a grooming procedure in place for your squad'southward use of our product? If so, what does it look like?
  8. Almost how long does it take a new team member to get up to speed with our product?
  9. What was your main business organisation about rolling this product out to your visitor?
  10. What have people been saying about our product since they've started using information technology?

Case Study Interview Questions About Customer Success

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

  1. By using our production can you mensurate whatsoever reduced costs?
  2. By using our product can you measure whatsoever improvements in productivity or time savings?
  3. By using our production can you mensurate whatsoever 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's success?
  6. In the commencement, you had XYZ concerns; how do you experience about them at present?
  7. I noticed your team is currently doing XYZ with our product; tell me more about how that helps your concern.
  8. Have yous thought about using our product for a new use case with your team or at your company?
  9. How do you measure the value our production provides?
  10. What volition it take for you and your team to go the most value out of our product?

Example Study Interview Questions Virtually Production Feedback

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

Utilize the following questions to get feedback from the customer most the product.

  1. Is there anything about the production you would similar to see changed or improved?
  2. Practice you have whatever 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 you or your team use nigh oft? Why?
  5. Take you used our customer support resources? If so, exercise you take whatsoever feedback from your experience?
  6. Have you checked out whatsoever of our support content or training resources recently? What do you think?
  7. Are in that location any content or support documents yous would like us to piece of work on and share?
  8. Do you have any overall feedback or advice for u.s. every bit a company?
  9. Are there other members of your squad who might have feedback for us?
  10. Could nosotros be doing anything else to go on you happy?

Instance Study Interview Questions Most Willingness to Make Referrals

Inquire the customer if they'd recommend your product to others. A strong recommendation volition assist potential clients be more open to purchasing your product.

  1. How practise other companies in this industry solve the bug you had before you lot purchased our product?
  2. Have you e'er talked about our product to whatsoever of your clients or peers? What did you say?
  3. How probable are you lot to recommend our production to a friend or client?
  4. Tin can you recall of whatever utilize cases your customers might have for our production?
  5. What is your advice for other teams or companies who are tackling problems similar to those yous had earlier you purchased our product?
  6. Practise you know someone in Ten industry who has like problems to the ones you had prior to using our product?
  7. I noticed you work with Company Y; exercise you know if they are having whatever 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 give thanks-you for making a referral and give y'all the tools to refer someone to us?
  10. Are you interested in working with us to produce additional marketing content?

Case Study 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 customer. By asking these questions, prospects have more insight into other clients and their success with your production.

  1. How would you draw your process 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 squad'south workflow or process be like without our product?
  4. Do you think the investment in our product was worthwhile? Why?
  5. What would you say if we told you our product would soon exist unavailable? What would this mean to you?
  6. How would you lot describe our product if you lot were explaining it to a friend?
  7. What practise you beloved about your job? Your company?
  8. What was the worst function of your process before you started using our product?
  9. What practise you dearest about our product?
  10. Why do you do business with u.s.a.?

Case Report Interview Questions About the Customers' Future Goals

Ask the client about their goals, challenges, and plans for the future. This will provide insight into how a business organization can grow with your product.

  1. What are the biggest challenges on the horizon for your industry?
  2. What are your goals for the next 3 months?
  3. How would you similar to use our product to come across those challenges and goals?
  4. Is there anything we can do to help you and your squad come across your goals?
  5. Do y'all think you will buy more, less, or about the same amount of our product side by side yr?
  6. What are the growth plans for your visitor this yr? Your team?
  7. How can nosotros help you meet your long-term goals?
  8. What is the long-term impact of using our product?
  9. Are at that place whatsoever initiatives that you personally would like to achieve that our product or team can assistance with?
  10. What volition you need from us in the future?
  11. Is there anything we can exercise to meliorate our production or process for working together in the future?

How to Ask Your Client for a Case Study

Before y'all can outset putting together your case study, you need to enquire your client's permission. These electronic mail templates will come in handy.

If you have a client who's seen success with your product, proactively ship them this request:

If one of your customers has recently passed forth some praise (to yous, their account managing director, your boss; on an online forum; to another potential customer; etc.), and then transport them a version of this email:

Y'all tin also find potential case study customers by usage or product data. For case, peradventure you see a company you sold to 10 months ago simply bought eight more than seats or upgraded to a new tier. Clearly, they're happy with the solution. Endeavor this template:

Creating an Constructive Example Study

If you want to create an constructive example study, information technology needs to be credible, genuine, and clear that your product or service is improve than your contest. It should explicate why sure customers are the right fit for your concern and how your company can help run into their specific needs. That way, someone in a similar situation can use your case study every bit a testimonial for why they should choose your business concern.

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

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