Customer Case Study Interview Guide
Collect a compelling and accurate story.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Create an interview guide and write-up template for a customer case study. Customer and project: [CUSTOMER_AND_PROJECT]. Our product and the results we think they got: [PRODUCT_AND_RESULTS]. Interviewee role: [INTERVIEWEE]. Permissions status: [PERMISSIONS].
Produce:
1. A permission email (100 words) explaining the purpose, time (30 minutes), how the story will be used, review rights, and an option to remain anonymous.
2. Interview questions (14) in story order: situation before, what triggered the search, alternatives, why us, implementation experience, challenges, results with numbers (how measured, over what period), unexpected benefits, what they would improve, advice to peers.
3. Probes to turn adjectives into facts ("Great, can you quantify that?").
4. A consent and approval process: they review quotes and numbers before publication; written sign-off.
5. A case study template of 450 words with sections (headline with result, snapshot box, challenge, solution, results, quote) and a half-page version.
6. A verification checklist: numbers confirmed with their data, quotes verbatim, dates, no confidential details.
Rules: never invent or exaggerate; label correlations honestly (the product helped, other factors contributed); follow data protection and publicity rules in [JURISDICTION] [VERIFY].
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