21 Interview Questions
to Help You Uncover
Case Study Gold
[Cheat Sheet]
] 7 Interviewing
Dos and Don’ts
1
21 Interview Questions to Help You
Uncover Case Study Gold
Are you asking the right questions?
Asking the right interview questions is critical to producing an impactful
B2B SaaS case study.
And since you likely only get 30 minutes with your customer, each
question needs to have a clear purpose.
At Uplift Content, we’ve conducted hundreds of case study interviews,
so we know exactly what questions you need to ask in order to elicit:
• valuable insights
• concrete results
• personal anecdotes
Find out what we ask in an interview
For the first time ever, we’ve decided to share the powerful interview
questions we use when conducting a case study interview for a customer.
With these 21 questions in your toolkit, you’ll be able to uncover nuggets
of gold that will help you create a case study that truly resonates with
your target audience.
2
Case Study Interview Questions
[Cheat Sheet]
About
1. Tell me a bit about your company.
2. Tell me a bit about yourself and your role.
Challenge
3. What challenges were you facing in your business before you reached out to us?
4. Why were these challenges such a big problem for your company? For you?
5. What was at risk if you couldn’t find a solution?
6. What were you hoping to achieve with a solution?
7. What requirements did the solution need to meet?
8. How were you planning on measuring its success?
Discovery
9. How did you discover [insert your company name] and what was the vetting
process?
10. What were the specific things about [insert your company name] that made you
choose it?
11. What was the implementation process like? How long did it take?
3
Case Study Interview Questions
[Cheat Sheet]
Solution
12. What services does [insert your company name] provide for you?
13. What challenges do those services solve for you?
14. How long have you been working with [insert your company name]?
15. What is it like working with [insert your company name]?
Results
16. How do [insert your company name]’s services impact or benefit your end users?
17. How do [insert your company name]’s services impact or benefit your business?
18. What measurable data or statistics do you have on the impact of [insert your
company name]’s services?
Future
19. What’s next for your company and you?
20. Tell me how you see the relationship with [insert your company name] evolving
over the next couple of years.
21. What would you say to companies that have similar challenges to what you had?
4
5
Interviewing Dos and Don’ts
7 Tips for Nailing Your Next Case Study Interview
Now that you know what interview questions to ask, it’s time to make sure the interview
goes off without a hitch.
Here are 3 interviewing tips to keep in mind:
1. Find a convenient time and method for the interview. Give your customer as
much flexibility as possible, and ask for 30 minutes of their time, either on a video
call, phone call or face-to-face.
2. Send the interview questions in advance. This will help your customer prepare
and give you the best answers possible to your questions.
3. Take notes and record the interview. Get your customer’s permission to record
the interview for accuracy purposes, then use the transcript to inform your writing.
And watch out for these 4 common interview mistakes:
1. Does your list have any yes/no questions? If so, be ready with follow-up
questions. Better yet, revise the question so it’s open-ended to elicit a more
thoughtful response.
2. Don’t be afraid to ask for numbers or concrete examples. You need this
information for a quality case study—and this is your chance to get it. Try
rephrasing the question if you don’t get the answer you’re looking for the first time.
3. Don’t be afraid to let the conversation stray a little from your outline. The best
insights are often unexpected—but don’t get too far off-topic or you’ll run out of
time.
4. Don’t think you already have all the answers. Go into the case study interview
with an open mind and be ready to listen.
Need help with your B2B
SaaS case studies?
Partner with our team at Uplift Content to produce a consistent flow
of high-quality case studies that generate and nurture leads —
and close sales faster. Explore our
case study writing service.
“The team at Uplift is skilled at using
the voice of the customer to create
Brittany Rolfe Hillard high quality content that helps generate
VP of Customer brand awareness, grow leads, influence
Engagement & Advocacy
new opportunities and produce growth
within our accounts.”
About Uplift Content
We are a boutique content creation studio with a track record of
success with high-growth B2B software companies like Okta, WalkMe
and LeanData. Our small, hand-picked team helps companies like
yours create a consistent flow of high quality, well-researched
content, including case studies, ebooks and blog posts.
We’re a flexible and agile resource that partners with you to
consistently create valuable content that people read and share.
What sets us apart is that we take the time to really understand
your company, your software and your target audience.
Get in touch [Link]
