83 Case Study Interview Questions

During the case study film production process, preparation is key. Your customer has agreed to give of their time to be interviewed on film, and you want to use the rare opportunity to:

  • Produce a great video case study
  • Build an even better relationship with your customer.
  • Gather important information on how your product or service could be improved.
  • Identify opportunities to potentially sell more to this customer (if appropriate).
  • Find out whether this customer could refer you to any of the contacts in their network.

But preparing for your case study interview is important. We have provided below the 83 case study interview questions that you might want to ask. But don’t just ask them all – research in advance, and answer as many as you can before you even speak to your customer. That way you’ll impress them with your background knowledge and you’ll also potentially identify opportunities to improve the case study even further.

Someone being asked case study interview questions

Start with the admin questions
  1. Can I confirm the spelling of your name?
  2. Can I confirm that your job title is ______?
  3. Can I confirm that your company name is spelled ______?
  4. Which social networks do you use personally?
Learn about the company
  1. I’ve read a little about your company, but perhaps you can share in your own words what ________ does?
  2. Can I confirm that the company has been around since____?
  3. And how long has your department been going?
  4. How many employees do you have?
  5. What is your revenue?
  6. Are we allowed to include revenue data in the case study?
  7. How many geographies do you operate in?
Understand the products and services
  1. Can you please tell me a little bit about the products and services you offer?
  2. Who is your target customer?
Get your head around their role
  1. I know that your job title is _____, but what does your day-to-day role involve?
  2. What are the objectives of your role?
  3. How long have you been in the role?
  4. How big is your team?
  5. Who do you report to?
Clarify their relationship with your own business
  1. How long have you been using our product / services?
  2. How did you first come across us?
  3. How long had you been looking?
  4. What did you do before using our product?
  5. What were the physical costs of this process?
  6. What were the human resources costs of this process?
  7. What was the opportunity cost of this process?
  8. How were your customers impacted by this process?
  9. What other challenges were you facing?
  10. What were the major challenges you were facing to prompt you to look for a product?
  11. Did our product replace another or was this the first time you had used such a product or services?
  12. What were your biggest concerns / reservations before using our product / service?
  13. Why didn’t you buy our product or similar product earlier?
  14. What reservations did you have during the buying process?
  15. What was the best thing about the buying process?
  16. What was the worst thing about the buying process?
  17. What would you change about the buying process?
  18. How did you find the buying process? What was your experience?
  19. How was the onboarding process?
  20. What factors were important to you when choosing a product like ours?
  21. Which alternatives did you consider?
  22. What were the major reasons you chose us?
  23. What decision-making criteria were there?
  24. Who was involved in the decision to buy?
  25. How long did it take to get set up / onboarded?
  26. How many people in your company use our product?
  27. How do you use the product?
  28. Which features do you use the most?
  29. Which features do you like the most?
  30. Which features do you dislike the most?
  31. Have you had to use our customer support services?
  32. How have you found these services?
  33. What is the biggest advantage our product has offered to your business?
  34. Were there any surprising advantages of using our product?
  35. What metrics do you track to do with our product?
  36. Did you track these metrics before using our product?
  37. Are you able to share these?
  38. Is there anyone in your team who particularly uses or likes our product?
  39. Is there anyone in your team who doesn’t really like our product?
  40. How did your team implement the product?
  41. How do you train people to use our product?
  42. How long does it take someone to get up to speed on our product / service?
  43. Has our product reduced cost in any way?
  44. Has our product saved time in any way?
  45. Has our product driven increased revenue in any way?
  46. Has our product made your job easier?
Gauge their level of advocacy
  1. Would you recommend our product to a friend or colleague?
  2. Have you already recommended our product to anyone?
  3. Can you think of anyone in your network who could really benefit from using our product?
  4. Do you have any advice for other companies facing the similar challenges you were?
  5. Do you think the investment in our product is worthwhile?
Identify potential new opportunities
  1. Will you expand use of our product into other areas of the business?
Gather important feedback
  1. Do you have any requests for new features?
  2. Do you have any feedback on our customer support?
  3. Do you have any general feedback or advice for our company?
  4. What are the biggest challenges coming up for your industry?
  5. Do you think our product will help you overcome those challenges?
  6. Is there anything we can do to help you tackle those challenges?
  7. Do you think you will continue to use our product next year?
Gain clarity about the process
  1. Are you open to working with us on additional marketing collateral?
  2. I noticed that your company has a presence on [ABC] social networks. Is that correct?
  3. Would you be willing to share our case study on these networks?
  4. Who within the business needs to approve this case study before it goes live?
  5. Is there anything you have told me today that is confidential or shouldn’t be included in the final case study?
  6. Finally, will you be available over the next few weeks to assist with approvals?

So that’s it – 83 case study interview questions to help you get an amazing case study video. And if you need some help, get in touch with our managing director Jamie – we make loads of case study videos and we’d love to help you with yours.



Testimonial Video Production Tips

So you’ve worked long and hard on launching your business, developing and iterating your product or service, and bringing it to market. It’s a great offering, and your clients love it. What more is there to do?

Plenty, as it turns out – because a great offering isn’t much if nobody knows about it. Compliments are nice, but money is nicer. Testimonial video production can be an excellent way for your company to weaponise the excellent feedback that it’s received so far: while a glowing written report obviously helps, there’s something about seeing the words come out of a happy customer’s happy mouth that just drives your prospects crazy. Plus, reading a testimonial takes effort and requires you to do more to command your target’s attention.


Download our guide on the best way to distribute your video – now!


But if you’re going to go down this route, it’s best to do it correctly. Testimonial video production shouldn’t be a quick and dirty process: you should take it seriously. Too many have customers reading stilted lines from an unwieldy script; in the name of expediency and precision. Others provide no context for the product, with footage consisting largely of customers speaking directly into the camera and spouting a few banal niceties – interspersed with a few short clips demonstrating the product. This pedicure testimonial video production is a classic example: it’s two minutes of bad actors and disgusting feet.

So how do you make a testimonial video that really works?

Plan, plan, plan

The success of your testimonial video is at least partially determined before you get started. Many agencies assume can just rock up with a video camera and a random employee, finish by midday, and adjourn to the pub shortly thereafter, but their clients are seldom as happy as they could be.

So talk to your clients in advance of filming. Ask them what they are and aren’t willing to say about your company, send them relevant questions, and prepare them for being on set – not everyone’s a natural screen presence, so make sure only people who are comfortable and willing appear on camera.

Production priorities

The process of successful testimonial video production can be summarised thus: “Don’t be f*cking lazy.” Look to this terrible example for whatever the opposite of inspiration is: there are tacky, public-television level zooms, the cinematography is marked by inexplicable framing decisions, and JESUS CHRIST, A GODDAMN A4 SHEET OF PAPER WITH ALL OF THE COMPANY’S SERVICES AND PRICES IS THE BIG CLOSING SHOT.

It’s important to make sure your production is slick, sleek, and rigidly focused on the benefits of your product or service. If you’re just producing an itemised list of features, you’re not giving your would-be customer any reason to care. The aim should be to have a conversation with your happy client: for them to tell a story in which they’re the hero, but your product or service was an invaluable asset on their quest.

And don’t just film your product and the customer talking. Use other visuals, b-roll footage, and maybe even a little animation – and switch between subjects every so often to avoid boring the customer.

You should also keep it short and sweet: customers only have so much time: two or three good, brief testimonials is better than five or six long ones.

Develop your release strategy

Finally, don’t just assume you can upload it to your website or YouTube and be done. That’s no way to drum up interest or business.

Market your case study strategically. If a sceptical prospect is on the verge of agreeing, send it to them as an example of how your company helps its clients. Send it to the customers who ‘starred’ in your video and ask if they’ll share it: people are generally very happy to broadcast their appearances in filmed content.


Download our guide on the best way to distribute your video – now!


A successful testimonial video production requires care, attention, and effort. At TopLine, we’ve got all three and then some. Sales-i, for example, like us so much that they not only gave us a testimonial, they asked us to film their customer’s testimonial about themXero’s YuppieChef case study also effectively highlights their benefits – and our skill at highlighting their benefits.

Fancy some help with your testimonial video production? Get in touch with our head of production Jamie Field today.