Guide1 min readPublished Sep 11, 2026
How we structure a case study interview so people actually tell us the truth
The order of questions matters more than the questions themselves. Here is the structure we use on every call.
The biggest risk in a case study interview is not a boring subject; it is a subject who has already decided what the "safe" answer is and gives it to every question, including the ones that would make the piece actually useful. The structure below is designed to get past that.
We never open with the result
Asking "what results did you see" first invites a rehearsed, PR-approved answer. We open instead with: "walk me through the week before you started looking for a solution." This gets people describing a specific, textured problem instead of a marketing summary, and that problem is usually more compelling than any number that comes later.
We ask what almost did not work
"What was the hardest part of getting this live" produces the most useful material in almost every interview we have run. It is also the question subjects are least prepared for, which means the answer is unrehearsed and specific.
We ask for the number they actually track, not the one that sounds best
"What's the number you personally look at every week now" gets a different, more honest answer than "what results did you achieve." The metric someone actually monitors is almost always more credible than the headline number in a press release.
Record everything, transcribe it fully, and quote directly rather than paraphrasing — specific phrasing reads as more credible.
Send the draft back to the subject for factual approval, but push back gently if they try to sand off every specific detail.
If a subject cannot name a single thing that was hard, the interview is not ready to write from yet — go back and ask again.
Continue exploring
The case study is the best marketing you are not writing
An opinion, backed by what our clients' analytics actually show: one honest case study outperforms a quarter of blog posts.
Original research is a marketing channel, not a report
The survey reports that get cited for years are built differently from the ones that get read once and forgotten.
What happened when we followed up on our case studies a year later
We called back every subject from case studies we published in one calendar year to check if the numbers held up. Most did not, in an interesting way.
The B2B testimonial that convinces nobody
A specific, common pattern in customer quotes that reads as fake even when it is completely true.
Explore this topic
Marketing
Related experts
1 article
