A case study is a story, not a results table

How to interview a customer so the case study reads like something happened.

Case studiesKrishna24 October 20262 min readComments

Most case studies read like a lab report. Challenge. Solution. Results: 3× growth. The reader skims the numbers, doesn't believe them, and closes the tab.

People don't buy because of a results table. They buy because they recognise themselves in someone else's story, and that someone else got out.

01The shape of a story

Every case study that works has the same bones:

  1. Before. Who was this person, and what was going wrong? Make it specific enough to recognise.
  2. The moment. What made them finally act? There's always a trigger: a bad quarter, a lost deal, a new boss.
  3. The doubt. What almost stopped them? This is the part most case studies skip and readers need most, because it's the doubt they have right now.
  4. What changed. What did you actually do together? Steps, not slogans.
  5. After. What's different now: the numbers if they're real, and the day-to-day if they aren't.
Nobody buys a results table. They buy their own story with a better ending.

02How to interview the customer

The story comes from the interview, not the writing. Ask open questions and let silences run.

  • "Take me back to before we worked together. What did a bad week look like?"
  • "What made you start looking for help when you did?"
  • "What nearly stopped you from going ahead?"
  • "What did you expect, and what actually happened?"
  • "What would you tell someone in your old position?"

Record it, with permission. The best lines are the ones they say without thinking, so quote them word for word.

The doubt is the part most case studies skip. It's the part your reader is living right now.

03Numbers: only if they're real

A number makes a case study credible only if the customer will stand behind it. Use what they agree to, with their name on it. A smaller real number beats a big vague one. If there's no clean number, describe the change instead: "We stopped losing deals to faster competitors" is more believable than an unsourced "200% increase."

04Before and after

BEFOREChallenge: Client needed more leads. Solution: We implemented an outbound strategy. Results: Significant increase in pipeline.
AFTERIn March, Anil's two sales reps were spending their mornings building lists instead of selling. "I was paying closers to do research," he told us. He'd tried an agency before and been burned, so he almost didn't call.

The second one makes you want to know what happened next. That's the whole job.

"200% increase" with no name on it isn't proof. It's a rumour in a bar chart.

05The short version

  • Build case studies as stories: before, the moment, the doubt, what changed, after.
  • The interview is where the story comes from. Ask open questions and quote word for word.
  • Use only numbers the customer will put their name to.
KrishnaKrishna has worked with US customers since 2001, starting in tech support. In 2005 he co-founded Commercial Street Corp, a tele-sales and appointment-setting company, and headed its international operations. He has run Your Copy Sucks since 2013.

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