Case Study
Interview TypeDocument success stories with measurable impact
What Is It?
A structured interview that documents a real-world problem, the solution implemented, and the measurable results achieved.
Case studies provide social proof and demonstrate practical value through concrete examples.
The AI ensures all critical elements are captured: challenge, context, approach, obstacles, results, and lessons learned.
Why Use AI for This?
AI prompts for specific metrics and quantifiable results
Ensures consistent structure across all case studies
Extracts before/after comparisons automatically
Identifies and captures lessons learned during the conversation
When to Use
Showcasing successful projects or implementations
Demonstrating ROI and measurable outcomes
Building customer success stories
Documenting problem-solving methodologies
Creating proof points for sales and marketing
Content Structure
Challenge/Context
The specific problem faced, why it mattered, and what was at stake
Approach
The strategy, methodology, or solution chosen and why
Implementation
How the solution was executed, including timeline and key decisions
Results
Measurable outcomes with specific metrics, ROI, and impact
Lessons Learned
Key takeaways, what worked well, and what would be done differently
Interview Approach
Follow the Challenge → Solution → Results framework
Ask for specific metrics and data points
Get detailed timelines and context
Explore obstacles and how they were overcome
Focus on tangible, measurable outcomes
Example Questions
What was the specific challenge you were facing?
Walk me through your approach to solving this problem
What were the key turning points in the project?
What measurable results did you achieve?
What would you do differently if starting today?
How did you measure success?
What was the timeline from problem to solution?
What resources or budget were required?
Real-World Examples
Customer Onboarding Efficiency
25-minute interview documented how a customer reduced onboarding time by 60%, transformed into complete case study with metrics
Agency ROI Success
30-minute interview about client who 3x ROI in 6 months became sales collateral and blog post with before/after data
Best Practices
Push for concrete numbers and metrics
Get the full story - context is crucial
Document lessons learned and pitfalls
Capture before/after comparisons
Include stakeholder perspectives
Common Mistakes to Avoid
Missing the "why it mattered" context that makes challenges relatable
Focusing on activities rather than measurable results
Skipping obstacles and challenges that were overcome
Not capturing specific metrics and quantifiable outcomes
Forgetting to document lessons learned and what didn't work