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Case Study Interview Guide

Gets the before-numbers, which customers never volunteer and cannot recall once the problem is solved.

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CategoryMarketingForMarketers, Sales TeamsTested onClaudeChatGPT

Running it, start to finish

  1. Ask for the before-state numbers before the interview.
  2. Spend most of the time on the problem, not the solution.
  3. Confirm approvals and naming rights at the start.

What you get back

The output this produces, every time.

  • Asks for before-state numbers in advance, since they cannot be recalled accurately afterwards.
  • Digs for the objection they overcame, which addresses the reader's hesitation in the customer's voice.
  • Establishes approval and naming constraints early, before the work is done.

Getting better results

Where this usually goes wrong, and how to avoid it.

  • Send the numbers request first. Nobody arrives at an interview with the before-state figures unless asked, and afterwards they are gone.
  • Ask what nearly stopped them. It produces the most persuasive passage in the study, because it is the reader's own objection answered by a peer.
  • Keep a real difficulty in. A frictionless story reads as marketing. Naming one hard part makes everything else believable.

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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.