100 Best Case Study Questions for Your Next Customer Spotlight
Updated: November 29, 2022
Published: March 24, 2016
Case studies and testimonials are helpful to have in your arsenal. But to build an effective library, you need to ask the right case study questions. You also need to know how to write a case study .
Case studies are customers' stories that your sales team can use to share relevant content with prospects . Not only that, but case studies help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works for your clients.
Before you start building your library of case studies, check out our list of 100 case study questions to ask your clients. With this helpful guide, you'll have the know-how to build your narrative using the " Problem-Agitate-Solve " Method.
What makes a good case study questionnaire?
The ultimate list of case study questions, how to ask your customer for a case study, creating an effective case study.
Certain key elements make up a good case study questionnaire.
A questionnaire should never feel like an interrogation. Instead, aim to structure your case study questions like a conversation. Some of the essential things that your questionnaire should cover include:
- The problem faced by the client before choosing your organization.
- Why they chose your company.
- How your product solved the problem clients faced.
- The measurable results of the service provided.
- Data and metrics that prove the success of your service or product, if possible.
You can adapt these considerations based on how your customers use your product and the specific answers or quotes that you want to receive.
What makes a good case study question?
A good case study question delivers a powerful message to leads in the decision stage of your prospective buyer's journey.
Since your client has agreed to participate in a case study, they're likely enthusiastic about the service you provide. Thus, a good case study question hands the reins over to the client and opens a conversation.
Try asking open-ended questions to encourage your client to talk about the excellent service or product you provide.
Free Case Study Templates
Tell us about yourself to access the templates..
Categories for the Best Case Study Questions
- Case study questions about the customer's business
- Case study questions about the environment before the purchase
- Case study questions about the decision process
- Case study questions about the customer's business case
- Case study questions about the buying team and internal advocates
- Case study questions about customer success
- Case study questions about product feedback
- Case study questions about willingness to make referrals
- Case study question to prompt quote-worthy feedback
- Case study questions about the customers' future goals
Showcase your company's success using these three free case study templates.
- Data-Driven Case Study Template
- Product-Specific Case Study Template
- General Case Study Template
Download Free
All fields are required.
You're all set!
Click this link to access this resource at any time.
Case Study Interview Questions About the Customer's Business
Knowing the customer's business is an excellent way of setting the tone for a case study.
Use these questions to get some background information about the company and its business goals. This information can be used to introduce the business at the beginning of the case study — plus, future prospects might resonate with their stories and become leads for you.
- Would you give me a quick overview of [company]? This is an opportunity for the client to describe their business in their own words. You'll get useful background information and it's an easy prompt to get the client talking.
- Can you describe your role? This will give you a better idea of the responsibilities they are subject to.
- How do your role and team fit into the company and its goals? Knowing how the team functions to achieve company goals will help you formulate how your solution involves all stakeholders.
- How long has your company been in business? Getting this information will help the reader gauge if pain points are specific to a startup or new company vs. a veteran company.
- How many employees do you have? Another great descriptor for readers to have. They can compare the featured company size with their own.
- Is your company revenue available? If so, what is it? This will give your readers background information on the featured company's gross sales.
- Who is your target customer? Knowing who the target audience is will help you provide a better overview of their market for your case study readers.
- How does our product help your team or company achieve its objectives? This is one of the most important questions because it is the basis of the case study. Get specifics on how your product provided a solution for your client. You want to be able to say "X company implemented our solution and achieved Y. "
- How are our companies aligned (mission, strategy, culture, etc.)? If any attributes of your company's mission or culture appealed to the client, call it out.
How many people are on your team? What are their roles? This will help describe key players within the organization and their impact on the implementation of your solution.
Case Study Interview Questions About the Environment Before the Purchase
A good case study is designed to build trust. Ask clients to describe the tools and processes they used before your product or service. These kinds of case study questions will highlight the business' need they had to fulfill and appeal to future clients.
- What was your team's process prior to using our product? This will give the reader a baseline to compare the results for your company's product.
- Were there any costs associated with the process prior to using our product? Was it more expensive? Was it worth the cost? How did the product affect the client's bottom line? This will be a useful metric to disclose if your company saved the client money or was more cost-efficient.
- What were the major pain points of your process prior to using our product? Describe these obstacles in detail. You want the reader to get as much information on the problem as possible as it sets up the reasoning for why your company's solution was implemented.
- Did our product replace a similar tool or is this the first time your team is using a product like this? Were they using a similar product? If so, having this information may give readers a reason to choose your brand over the competition.
- What other challenges were you and your team experiencing prior to using our product? The more details you can give readers regarding the client's struggles, the better. You want to paint a full picture of the challenges the client faced and how your company resolved them.
- Were there any concerns about how your customers would be impacted by using our product? Getting answers to this question will illustrate to readers the client's concerns about switching to your service. Your readers may have similar concerns and reading how your client worked through this process will be helpful.
- Why didn't you buy our product or a similar product earlier? Have the client describe any hesitations they had using your product. Their concerns may be relatable to potential leads.
- Were there any "dealbreakers" involved in your decision to become a customer? Describing how your company was able to provide a solution that worked within those parameters demonstrates how accommodating your brand is and how you put the customer first. It's also great to illustrate any unique challenges the client had. This better explains their situation to the reader.
- Did you have to make any changes you weren't anticipating once you became a customer? Readers of your case study can learn how switching to your product came with some unexpected changes (good or bad) and how they navigated them. If you helped your client with troubleshooting, ask them to explain that here.
How has your perception of the product changed since you've become a customer? Get the interviewee to describe how your product changed how they do business. This includes how your product accomplished what they previously thought was impossible.
Case Study Interview Questions About the Decision Process
Readers of the case study will be interested in which factors influenced the decision-making process for the client. If they can relate to that process, there's a bigger chance they'll buy your product.
The answers to these questions will help potential customers through their decision-making process.
- How did you hear about our product? If the client chose to work with you based on a recommendation or another positive case study, include that. It will demonstrate that you are a trusted brand with an established reputation for delivering results.
- How long had you been looking for a solution to this problem? This will add to the reader's understanding of how these particular challenges impacted the company before choosing your product.
- Were you comparing alternative solutions? Which ones? This will demonstrate to readers that the client explored other options before choosing your company.
- Would you describe a few of the reasons you decided to buy our product? Ask the interviewee to describe why they chose your product over the competition and any benefits your company offered that made you stand out.
- What were the criteria you used when deciding to buy our product? This will give readers more background insight into the factors that impacted their decision-making process.
- Were there any high-level initiatives or goals that prompted the decision to buy? For example, was this decision motivated by a company-wide vision? Prompt your clients to discuss what lead to the decision to work with you and how you're the obvious choice.
- What was the buying process like? Did you notice anything exceptional or any points of friction? This is an opportunity for the client to comment on how seamless and easy you make the buying process. Get them to describe what went well from start to finish.
- How would you have changed the buying process, if at all? This is an opportunity for you to fine-tune your process to accommodate future buyers.
- Who on your team was involved in the buying process? This will give readers more background on the key players involved from executives to project managers. With this information, readers can see who they may potentially need to involve in the decision-making process on their teams.
Case Study Interview Questions About the Customer's Business Case
Your case study questions should ask about your product or solution's impact on the customer's employees, teams, metrics, and goals. These questions allow the client to praise the value of your service and tell others exactly what benefits they derived from it.
When readers review your product or service's impact on the client, it enforces the belief that the case study is credible.
- How long have you been using our product? This will help readers gauge how long it took to see results and your overall satisfaction with the product or service.
- How many different people at your company use our product? This will help readers gauge how they can adapt the product to their teams if similar in size.
- Are there multiple departments or teams using our product? This will demonstrate how great of an impact your product has made across departments.
- How do you and your team currently use the product? What types of goals or tasks are you using the product to accomplish? Get specifics on how the product actively helps the client achieve their goals.
- If other teams or departments are using our product, do you know how they're using it? With this information, leads can picture how they can use your product across their teams and how it may improve their workflow and metrics.
- What was the most obvious advantage you felt our product offered during the sales process? The interviewee should explain the benefits they've gained from using your product or service. This is important for convincing other leads you are better than the competition.
- Were there any other advantages you discovered after using the product more regularly? Your interviewee may have experienced some additional benefits from using your product. Have them describe in detail what these advantages are and how they've helped the company improve.
- Are there any metrics or KPIs you track with our product? What are they? The more numbers and data the client can provide, the better.
- Were you tracking any metrics prior to using our product? What were they? This will allow readers to get a clear, before-and-after comparison of using your product.
- How has our product impacted your core metrics? This is an opportunity for your clients to drive home how your product assisted them in hitting their metrics and goals.
Case Study Interview Questions About the Buying Team and Internal Advocates
See if there are any individuals at the customer's company who are advocates for your product.
- Are there any additional team members you consider to be advocates for our product? For example, does anyone stick out as a "power user" or product expert on your team? You may want to interview and include these power users in your case study as well. Consider asking them for tips on using your service or product.
- Is there anyone else on your team you think we should talk to? Again, the more people can share their experience using your product, the better.
- Are there any team members who you think might not be the biggest fans of our product or who might need more training? Providing extra support to those struggling with your product may improve their user experience and turn into an opportunity to not only learn about their obstacles but turn them into a product fan
- Would you share some details about how your team implemented our product? Get as much information as possible about the rollout. Hopefully, they'll gush about how seamless the process was.
- Who from your company was involved in implementing our product? This will give readers more insight into who needs to be involved for a successful rollout of their own.
- Were there any internal risks or additional costs involved with implementing our product? If so, how did you address them? This will give insight into the client's process and rollout and this case study question will likely provide tips on what potential leads should be on the lookout for.
- Is there a training process in place for your team's use of our product? If so, what does it look like? If your company provided support and training to the client, have them describe that experience.
- About how long does it take a new team member to get up to speed with our product? This will help leads determine how much time it will take to onboard an employee to your using your product. If a new user can quickly get started seamlessly, it bodes well for you.
- What was your main concern about rolling this product out to your company? Describing their challenges in detail will provide readers with useful insight.
Case Study Interview Questions About Customer Success
Has the customer found success with your product? Ask these questions to learn more.
- By using our product can you measure any reduced costs? If it has, you'll want to emphasize those savings in your case study.
- By using our product can you measure any improvements in productivity or time savings? Any metrics or specific stories your interviewee can provide will help demonstrate the value of your product.
- By using our product can you measure any increases in revenue or growth? Again, say it with numbers and data whenever possible.
- Are you likely to recommend our product to a friend or colleague? Recommendations from existing customers are some of the best marketing you can get.
- How has our product impacted your success? Your team's success? Getting the interviewee to describe how your product played an integral role in solving their challenges will show leads that they can also have success using your product.
- In the beginning, you had XYZ concerns; how do you feel about them now? Let them explain how working with your company eliminated those concerns.
- I noticed your team is currently doing XYZ with our product. Tell me more about how that helps your business. Illustrate to your readers how current customers are using your product to solve additional challenges. It will convey how versatile your product is.
- Have you thought about using our product for a new use case with your team or at your company? The more examples of use cases the client can provide, the better.
- How do you measure the value our product provides? Have the interviewee illustrate what metrics they use to gauge the product's success and how. Data is helpful, but you should go beyond the numbers. Maybe your product improved company morale and how teams work together.
Case Study Interview Questions About Product Feedback
Ask the customer if they'd recommend your product to others. A strong recommendation will help potential clients be more open to purchasing your product.
- How do other companies in this industry solve the problems you had before you purchased our product? This will give you insight into how other companies may be functioning without your product and how you can assist them.
- Have you ever talked about our product to any of your clients or peers? What did you say? This can provide you with more leads and a chance to get a referral.
- Why would you recommend our product to a friend or client? Be sure they pinpoint which features they would highlight in a recommendation.
- Can you think of any use cases your customers might have for our product? Similar industries may have similar issues that need solutions. Your interviewee may be able to provide a use case you haven't come up with.
- What is your advice for other teams or companies who are tackling problems similar to those you had before you purchased our product? This is another opportunity for your client to talk up your product or service.
- Do you know someone in X industry who has similar problems to the ones you had prior to using our product? The client can make an introduction so you can interview them about their experience as well.
- I noticed you work with Company Y. Do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
- Does your company participate in any partner or referral programs? Having a strong referral program will help you increase leads and improve customer retention.
- Can I send you a referral kit as a thank-you for making a referral and give you the tools to refer someone to us? This is a great strategy to request a referral while rewarding your existing customers.
- Are you interested in working with us to produce additional marketing content? The more opportunities you can showcase happy customers, the better.
Case Study Interview Questions About Willingness to Make Referrals
- How likely are you to recommend our product to a friend or client? Ideally, they would definitely refer your product to someone they know.
- Can you think of any use cases your customers might have for our product? Again, your interviewee is a great source for more leads. Similar industries may have similar issues that need solutions. They may be able to provide a use case you haven't come up with.
- I noticed you work with Company Y; do you know if they are having any pain points with these processes? This will help you learn how your product has impacted your client's customers and gain insight into what can be improved.
Case Study Interview Questions to Prompt Quote-Worthy Feedback
Enhance your case study with quotable soundbites from the customer. By asking these questions, prospects have more insight into other clients and their success with your product — which helps build trust.
- How would you describe your process in one sentence prior to using our product? Ideally, this sentence would quickly and descriptively sum up the most prominent pain point or challenge with the previous process.
- What is your advice to others who might be considering our product? Readers can learn from your customer's experience.
- What would your team's workflow or process be like without our product? This will drive home the value your product provides and how essential it is to their business.
- Do you think the investment in our product was worthwhile? Why? Have your customer make the case for the value you provide.
- What would you say if we told you our product would soon be unavailable? What would this mean to you? Again, this illustrates how integral your product is to their business.
- How would you describe our product if you were explaining it to a friend? Your customers can often distill the value of your product to their friends better than you can.
- What do you love about your job? Your company? This gives the reader more background on your customer and their industry.
- What was the worst part of your process before you started using our product? Ideally, they'd reiterate how your product helped solve this challenge.
- What do you love about our product? Another great way to get the customer's opinion about what makes your product worth it.
- Why do you do business with us? Hopefully, your interviewee will share how wonderful your business relationship is.
Case Study Interview Questions About the Customers' Future Goals
Ask the customer about their goals, challenges, and plans for the future. This will provide insight into how a business can grow with your product.
- What are the biggest challenges on the horizon for your industry? Chances are potential leads within the same industry will have similar challenges.
- What are your goals for the next three months? Knowing their short-term goals will enable your company to get some quick wins for the client.
- How would you like to use our product to meet those challenges and goals? This will help potential leads understand that your product can help their business as they scale and grow.
- Is there anything we can do to help you and your team meet your goals? If you haven't covered it already, this will allow your interviewee to express how you can better assist them.
- Do you think you will buy more, less, or about the same amount of our product next year? This can help you gauge how your product is used and why.
- What are the growth plans for your company this year? Your team? This will help you gain insight into how your product can help them achieve future goals.
- How can we help you meet your long-term goals? Getting specifics on the needs of your clients will help you create a unique solution designed for their needs.
- What is the long-term impact of using our product? Get their feedback on how your product has created a lasting impact.
- Are there any initiatives that you personally would like to achieve that our product or team can help with? Again, you want to continue to provide products that help your customers excel.
- What will you need from us in the future? This will help you anticipate the customer's business needs.
- Is there anything we can do to improve our product or process for working together in the future? The more feedback you can get about what is and isn't working, the better.
Before you can start putting together your case study, you need to ask your customer's permission.
If you have a customer who's seen success with your product, reach out to them. Use this template to get started:
Thank you & quick request
Hi [customer name],
Thanks again for your business — working with you to [solve X, launch Y, take advantage of Z opportunity] has been extremely rewarding, and I'm looking forward to more collaboration in the future.
[Name of your company] is building a library of case studies to include on our site. We're looking for successful companies using [product] to solve interesting challenges, and your team immediately came to mind. Are you open to [customer company name] being featured?
It should be a lightweight process — [I, a product marketer] will ask you roughly [10, 15, 20] questions via email or phone about your experience and results. This case study will include a blurb about your company and a link to your homepage (which hopefully will make your SEO team happy!)
In any case, thank you again for the chance to work with you, and I hope you have a great week.
[Your name]
If one of your customers has recently passed along some praise (to you, their account manager, your boss; on an online forum; to another potential customer; etc.), then send them a version of this email:
Hey [customer name],
Thanks for the great feedback — I'm really glad to hear [product] is working well for you and that [customer company name] is getting the results you're looking for.
My team is actually in the process of building out our library of case studies, and I'd love to include your story. Happy to provide more details if you're potentially interested.
Either way, thank you again, and I look forward to getting more updates on your progress.
You can also find potential case study customers by usage or product data. For instance, maybe you see a company you sold to 10 months ago just bought eight more seats or upgraded to a new tier. Clearly, they're happy with the solution. Try this template:
I saw you just [invested in our X product; added Y more users; achieved Z product milestone]. Congratulations! I'd love to share your story using [product] with the world -- I think it's a great example of how our product + a dedicated team and a good strategy can achieve awesome results.
Are you open to being featured? If so, I'll send along more details.
Case Study Benefits
- Case studies are a form of customer advocacy.
- Case studies provide a joint-promotion opportunity.
- Case studies are easily sharable.
- Case studies build rapport with your customers.
- Case studies are less opinionated than customer reviews.
1. Case studies are a form of customer advocacy.
If you haven't noticed, customers aren't always quick to trust a brand's advertisements and sales strategies.
With every other brand claiming to be the best in the business, it's hard to sort exaggeration from reality.
This is the most important reason why case studies are effective. They are testimonials from your customers of your service. If someone is considering your business, a case study is a much more convincing piece of marketing or sales material than traditional advertising.
2. Case studies provide a joint-promotion opportunity.
Your business isn't the only one that benefits from a case study. Customers participating in case studies benefit, too.
Think about it. Case studies are free advertisements for your customers, not to mention the SEO factor, too. While they're not promoting their products or services, they're still getting the word out about their business. And, the case study highlights how successful their business is — showing interested leads that they're on the up and up.
3. Case studies are easily sharable.
No matter your role on the sales team, case studies are great to have on hand. You can easily share them with leads, prospects, and clients.
Whether you embed them on your website or save them as a PDF, you can simply send a link to share your case study with others. They can share that link with their peers and colleagues, and so on.
Case studies can also be useful during a sales pitch. In sales, timing is everything. If a customer is explaining a problem that was solved and discussed in your case study, you can quickly find the document and share it with them.
4. Case studies build rapport with your customers.
While case studies are very useful, they do require some back and forth with your customers to obtain the exact feedback you're looking for.
Even though time is involved, the good news is this builds rapport with your most loyal customers. You get to know them on a personal level, and they'll become more than just your most valuable clients.
And, the better the rapport you have with them, the more likely they'll be to recommend your business, products, or services to others.
5. Case studies are less opinionated than customer reviews.
Data is the difference between a case study and a review. Customer reviews are typically based on the customer's opinion of your brand. While they might write a glowing review, it's completely subjective and there's rarely empirical evidence supporting their claim.
Case studies, on the other hand, are more data-driven. While they'll still talk about how great your brand is, they support this claim with quantitative data that's relevant to the reader. It's hard to argue with data.
An effective case study must be genuine and credible. Your case study should explain why certain customers are the right fit for your business and how your company can help meet their specific needs. That way, someone in a similar situation can use your case study as a testimonial for why they should choose your business.
Use the case study questions above to create an ideal customer case study questionnaire. By asking your customers the right questions, you can obtain valuable feedback that can be shared with potential leads and convert them into loyal customers.
Editor’s Note: This article was originally published in June 2021 and has been updated for comprehensiveness.
Don't forget to share this post!
Related articles.
ACV: What It Means & How to Calculate It
What Is An Account Development Manager? (And How to Become One)
Strategic Account Managers, Here's How to Amplify Your Efforts
3 Questions that Ensure Key Account Success
Account Management vs. Sales: What's the Difference? [FAQ]
Showcase your company's success using these free case study templates.
Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs
47 case interview examples (from McKinsey, BCG, Bain, etc.)
One of the best ways to prepare for case interviews at firms like McKinsey, BCG, or Bain, is by studying case interview examples.
There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.
The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.
- McKinsey examples
- BCG examples
- Bain examples
- Deloitte examples
- Other firms' examples
- Case books from consulting clubs
- Case interview preparation
Click here to practise 1-on-1 with MBB ex-interviewers
1. mckinsey case interview examples.
- Beautify case interview (McKinsey website)
- Diconsa case interview (McKinsey website)
- Electro-light case interview (McKinsey website)
- GlobaPharm case interview (McKinsey website)
- National Education case interview (McKinsey website)
- Talbot Trucks case interview (McKinsey website)
- Shops Corporation case interview (McKinsey website)
- Conservation Forever case interview (McKinsey website)
- McKinsey case interview guide (by IGotAnOffer)
- Profitability case with ex-McKinsey manager (by IGotAnOffer)
- McKinsey live case interview extract (by IGotAnOffer) - See below
2. BCG case interview examples
- Foods Inc and GenCo case samples (BCG website)
- Chateau Boomerang written case interview (BCG website)
- BCG case interview guide (by IGotAnOffer)
- Written cases guide (by IGotAnOffer)
- BCG live case interview with notes (by IGotAnOffer)
- BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
- BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below
3. Bain case interview examples
- CoffeeCo practice case (Bain website)
- FashionCo practice case (Bain website)
- Associate Consultant mock interview video (Bain website)
- Consultant mock interview video (Bain website)
- Written case interview tips (Bain website)
- Bain case interview guide (by IGotAnOffer)
- Digital transformation case with ex-Bain consultant
- Bain case mock interview with ex-Bain manager (below)
4. Deloitte case interview examples
- Engagement Strategy practice case (Deloitte website)
- Recreation Unlimited practice case (Deloitte website)
- Strategic Vision practice case (Deloitte website)
- Retail Strategy practice case (Deloitte website)
- Finance Strategy practice case (Deloitte website)
- Talent Management practice case (Deloitte website)
- Enterprise Resource Management practice case (Deloitte website)
- Footloose written case (by Deloitte)
- Deloitte case interview guide (by IGotAnOffer)
5. Accenture case interview examples
- Case interview workbook (by Accenture)
- Accenture case interview guide (by IGotAnOffer)
6. OC&C case interview examples
- Leisure Club case example (by OC&C)
- Imported Spirits case example (by OC&C)
7. Oliver Wyman case interview examples
- Wumbleworld case sample (Oliver Wyman website)
- Aqualine case sample (Oliver Wyman website)
- Oliver Wyman case interview guide (by IGotAnOffer)
8. A.T. Kearney case interview examples
- Promotion planning case question (A.T. Kearney website)
- Consulting case book and examples (by A.T. Kearney)
- AT Kearney case interview guide (by IGotAnOffer)
9. Strategy& / PWC case interview examples
- Presentation overview with sample questions (by Strategy& / PWC)
- Strategy& / PWC case interview guide (by IGotAnOffer)
10. L.E.K. Consulting case interview examples
- Case interview example video walkthrough (L.E.K. website)
- Market sizing case example video walkthrough (L.E.K. website)
11. Roland Berger case interview examples
- Transit oriented development case webinar part 1 (Roland Berger website)
- Transit oriented development case webinar part 2 (Roland Berger website)
- 3D printed hip implants case webinar part 1 (Roland Berger website)
- 3D printed hip implants case webinar part 2 (Roland Berger website)
- Roland Berger case interview guide (by IGotAnOffer)
12. Capital One case interview examples
- Case interview example video walkthrough (Capital One website)
- Capital One case interview guide (by IGotAnOffer)
12. EY Parthenon case interview examples
- Candidate-led case example with feedback (by IGotAnOffer)
14. Consulting clubs case interview examples
- Berkeley case book (2006)
- Columbia case book (2006)
- Darden case book (2012)
- Darden case book (2018)
- Duke case book (2010)
- Duke case book (2014)
- ESADE case book (2011)
- Goizueta case book (2006)
- Illinois case book (2015)
- LBS case book (2006)
- MIT case book (2001)
- Notre Dame case book (2017)
- Ross case book (2010)
- Wharton case book (2010)
5. How to practise case interviews
We've coached more than 15,000 people for interviews since 2018. There are essentially three activities you can do to practice case interviews. Here’s what we've learned about each of them.
5.1 Practise by yourself
Learning by yourself is an essential first step. We recommend you make full use of the free prep resources on our consulting blog and also watch some mock case interviews on our YouTube channel . That way you can see what an excellent answer looks like.
Once you’re in command of the subject matter, you’ll want to practice answering cases. But by yourself, you can’t simulate thinking on your feet or the pressure of performing in front of a stranger. Plus, there are no unexpected follow-up questions and no feedback.
That’s why many candidates try to practice with friends or peers.
5.2 Practise with peers
If you have friends or peers who can do mock interviews with you, that's an option worth trying. It’s free, but be warned, you may come up against the following problems:
- It’s hard to know if the feedback you get is accurate
- They’re unlikely to have insider knowledge of interviews at your target company
- On peer platforms, people often waste your time by not showing up
For those reasons, many candidates skip peer mock interviews and go straight to mock interviews with an expert.
5.3 Practise with experienced MBB interviewers
In our experience, practising real interviews with experts who can give you company-specific feedback makes a huge difference.
Find a consulting interview coach so you can:
- Test yourself under real interview conditions
- Get accurate feedback from a real expert
- Build your confidence
- Get company-specific insights
- Learn how to tell the right stories, better.
- Save time by focusing your preparation
Landing a job at a top consulting company often results in a $50,000 per year or more increase in total compensation. In our experience, three or four coaching sessions worth ~$500 will make a significant difference in your ability to land the job. That’s an ROI of 100x!
Click here to book case interview coaching with experienced MBB interviewers.
Related articles:
- Work & Awards Work & Awards Work & Awards Case Studies Portfolio Client Testimonials Awards Recent Case Studies Nutrition | Vitauthority How Email Marketing Increased AOV by 25%. Read the Case Study Technology | Ashling Partners How We Used a Digital Overlay at an In-Person Event to Increase MQLs. Read the Case Study
- Resources Resources Topic Marketing Strategy ABM Web Design Sales & Marketing Alignment Reporting & Attribution Function Creative Paid Media Demand Generation Public Relations Content Type Articles E-Books Templates Webinars Podcasts Bootcamps Assessments View All Resources Industries Healthcare Senior Living Manufacturing SaaS Finance Franchise Education Recent Resources Infographic Are You Ready for a Zendesk to HubSpot Service Hub Migration? Learn More Evaluation Evaluation for Sales Leaders: HubSpot Sales Hub vs. Salesforce Take the 5-Minute Evaluation
23 Case Study Questions Every Marketer Should Ask
December 16, 2022
By Joe Gillespie
Case studies offer one of the most powerful types of content in the inbound marketer’s toolbox.
When done right—with descriptive storytelling and a powerful visual presentation—a case study can deliver a clinching message to leads in the decision stage of the buyer’s journey . Prospects who already know they need a solution to their problems read the case study and see how your company has helped others, which nudges them closer to becoming customers.
That said, case studies are a different animal from other inbound marketing content, such as blogs , e-books, pillar pages, and infographics. Most content in the awareness and consideration stages of the buyer’s journey doesn’t self-promote much but, instead, simply gives the reader information. The decision stage, however, is a chance to persuade leads that your solution is their best option.
Shifting gears usually isn’t much of a problem for marketers, but switching to the case study format can be. The process is more journalistic—you conduct interviews, gather information, and weave a narrative—and that can be daunting for someone more accustomed to blogging than article writing.
Don’t stress out: Case studies aren’t difficult if you take your time, are diligent about gathering information and writing the content, and ask the right questions. And we can help with the questions! Below are 23 to ask when conducting the interviews.
Case Study Questions to Ask Your Project Manager
Usually, you will interview someone at your company—maybe a project manager, salesperson, client manager, customer liaison, or other colleague who deals with customers—who worked with the client you are profiling for the case study.
Often, this interview will occur first and give you a good launching point for subsequent interviews with the customer’s representatives. You might already know the answers, but ask these questions anyway. You may get a deeper explanation from your interview subject and something quotable you can use in the case study.
(Note: I’m using product , solution , and service interchangeably throughout these case study questions; simply use the term that best applies to your company during the actual interviews.)
- What initial challenges did you encounter with the client that could be overcome with our product? This question is good to establish what problem the customer was experiencing and how your organization was poised to help.
- What process did you follow during implementation? Again, this may be obvious to you but is worth hearing from the PM. A little bit of process info in your case study can go a long way toward showing leads how you, step by step, can help solve their problem.
- What roadblocks for implementation did you help the client overcome? Highlighting how you assisted shows that no matter how messy a customer’s status with its previous solution is, you are positioned to overcome the hurdles that get in the way.
- How have we helped the client since implementation/introduction? Some customers are good to go after your solution is implemented, but others rely on additional support—be sure to find out what that support entails.
- What kind of success did the client enjoy with our product? Results, results, results!
- Did we go above and beyond with our service? If the answer to this is no, that’s OK, and perhaps you don’t want to set unreasonable expectations—even if you did go above and beyond—with the case study, which is also fine. That said, showing how you went the extra mile or were unusually innovative stands out to readers looking for a company that will take care of its customers.
Case Study Questions to Ask the Client
If a client has agreed to be the subject of a case study, they obviously are happy with the service you provided. Take advantage of this enthusiasm by asking open-ended questions and letting your interviewee gush about your organization and your solution.
Some of the case study questions listed here may seem redundant to the ones you asked internally, but ask them anyway. You want both perspectives, and often, the best quotes you hear and use will be from the client.
- Can you give a brief description of your company? If you aren’t familiar with the client, ask for some basic background. Yes, you usually can find such information online, but this is a good icebreaker to get the interviewee talking.
- How did you first hear about our service? If the client learned about you via other case studies or articles in outside publications or websites—or they simply knew about you by reputation or word of mouth—you definitely want to include that in the case study. For the reader, this info strengthens your industry presence and thought leadership. This question is also a good lead-in to learn about how the deal between the client and your company was finalized.
- What challenges/problems necessitated a change? Listen carefully to the answer to this question. Ideally, the challenges and problems the client was facing are exactly what your organization’s product addresses.
- What trends in your industry drove the need to use our product?
- What were you looking for in a solution?
- What made our solution stand out over others that you researched? Ideally, you want the interviewee to say how great your product is. This and other questions lead them to be your greatest advocate.
- What feature of our product was most appealing?
- How did you implement/introduce our solution? The rollout, and the steps taken to get to that point, can make or break the success of the solution. Ideally, the client will say the process was seamless and that your product and team were the reasons for such ease.
- How did our team help with implementation?
- What was the initial reaction to our product? In other words, how did the client’s users and customers accept and utilize the solution?
- How has our solution helped since implementation? Dig into the success realized by your product. This is important because it provides the basis of the case study: “X Company Used Our Solution and Achieved X Hundred Percent Growth.”
- Has this solution saved money and/or increased productivity?
- Can you share any metrics/KPIs that show the success you have enjoyed with our service? The more hard numbers, the better.
- What have you been most impressed with? Here’s another chance for the client to gush.
- What surprised you about us? Hopefully, the customer will share the positive unexpected—things that make you stand out amid the competition.
- What plans do you have to use our solution in the future? After initial success, many companies expand the use of a product, either to more people or additional applications. This info is also important to include in the case study because it shows that the client is not only sticking with your product but also using it to foster more growth and productivity.
- Is there anything else we should know? If you’ve been thorough, the answer to this is likely no, but the question still offers a chance for the interviewee to conclude.
A case study is a wonderful inbound marketing opportunity for your organization. Ask these questions, and use the answers to write a case study that helps your product and your company shine in the eyes of leads.
This blog was originally published on 2017 and has been updated since.
Easily craft compelling customer interviews & provide leads with the information they need to make an informed decision.
Case Study Questions Template
About the author
Joe Gillespie is Director of Inbound Copy for SmartBug Media. He graduated from Marquette University with a B.A. in journalism and, before coming to SmartBug, was a two-decade veteran of the newspaper industry. Read more articles by Joe Gillespie .
Subscribe to get our new blogs delivered right to your inbox
Other insights you might like.
Mastering HubSpot Content Hub with Smart Rules
Top Trending CMS: Why Should We Consider HubSpot Content Hub?
How to Build & Personalize Customer Journeys with HubSpot's Content Hub
- Privacy Policy
Home » Case Study – Methods, Examples and Guide
Case Study – Methods, Examples and Guide
Table of Contents
A case study is an in-depth examination of a single case or a few selected cases within a real-world context. Case study research is widely used across disciplines such as psychology, sociology, business, and education to explore complex phenomena in detail. Unlike other research methods that aim for broad generalizations, case studies offer an intensive understanding of a specific individual, group, event, or situation.
A case study is a research method that involves a detailed examination of a subject (the “case”) within its real-life context. Case studies are used to explore the causes of underlying principles, behaviors, or outcomes, providing insights into the nuances of the studied phenomena. This approach allows researchers to capture a wide array of factors and interactions that may not be visible in other methods, such as experiments or surveys.
Key Characteristics of Case Studies :
- Focus on a specific case, individual, or event.
- Provide in-depth analysis and contextual understanding.
- Useful for exploring new or complex phenomena.
- Generate rich qualitative data that contributes to theory building.
Types of Case Studies
Case studies can be classified into different types depending on their purpose and methodology. Common types include exploratory , descriptive , explanatory , intrinsic , and instrumental case studies.
1. Exploratory Case Study
Definition : An exploratory case study investigates an area where little is known. It helps to identify questions, variables, and hypotheses for future research.
Characteristics :
- Often used in the early stages of research.
- Focuses on discovery and hypothesis generation.
- Helps clarify research questions.
Example : Examining how remote work affects team dynamics in an organization that has recently transitioned to a work-from-home model.
2. Descriptive Case Study
Definition : A descriptive case study provides a detailed account of a particular case, describing it within its context. The goal is to provide a complete and accurate depiction without necessarily exploring underlying causes.
- Focuses on describing the case in detail.
- Provides comprehensive data to paint a clear picture of the phenomenon.
- Helps understand “what” happened without delving into “why.”
Example : Documenting the process and outcomes of a corporate restructuring within a company, describing the actions taken and their immediate effects.
3. Explanatory Case Study
Definition : An explanatory case study aims to explain the cause-and-effect relationships of a particular case. It focuses on understanding “how” or “why” something happened.
- Useful for causal analysis.
- Aims to provide insights into mechanisms and processes.
- Often used in social sciences and psychology to study behavior and interactions.
Example : Investigating why a school’s test scores improved significantly after implementing a new teaching method.
4. Intrinsic Case Study
Definition : An intrinsic case study focuses on a unique or interesting case, not because of what it represents but because of its intrinsic value. The researcher’s interest lies in understanding the case itself.
- Driven by the researcher’s interest in the particular case.
- Not meant to generalize findings to broader contexts.
- Focuses on gaining a deep understanding of the specific case.
Example : Studying a particularly successful start-up to understand its founder’s unique leadership style.
5. Instrumental Case Study
Definition : An instrumental case study examines a particular case to gain insights into a broader issue. The case serves as a tool for understanding something more general.
- The case itself is not the focus; rather, it is a vehicle for exploring broader principles or theories.
- Helps apply findings to similar situations or cases.
- Useful for theory testing or development.
Example : Studying a well-known patient’s therapy process to understand the general principles of effective psychological treatment.
Methods of Conducting a Case Study
Case studies can involve various research methods to collect data and analyze the case comprehensively. The primary methods include interviews , observations , document analysis , and surveys .
1. Interviews
Definition : Interviews allow researchers to gather in-depth information from individuals involved in the case. These interviews can be structured, semi-structured, or unstructured, depending on the study’s goals.
- Develop a list of open-ended questions aligned with the study’s objectives.
- Conduct interviews with individuals directly or indirectly involved in the case.
- Record, transcribe, and analyze the responses to identify key themes.
Example : Interviewing employees, managers, and clients in a company to understand the effects of a new business strategy.
2. Observations
Definition : Observations involve watching and recording behaviors, actions, and events within the case’s natural setting. This method provides first-hand data on interactions, routines, and environmental factors.
- Define the behaviors and interactions to observe.
- Conduct observations systematically, noting relevant details.
- Analyze patterns and connections in the observed data.
Example : Observing interactions between teachers and students in a classroom to evaluate the effectiveness of a teaching method.
3. Document Analysis
Definition : Document analysis involves reviewing existing documents related to the case, such as reports, emails, memos, policies, or archival records. This provides historical and contextual data that can complement other data sources.
- Identify relevant documents that offer insights into the case.
- Systematically review and code the documents for themes or categories.
- Compare document findings with data from interviews and observations.
Example : Analyzing company policies, performance reports, and emails to study the process of implementing a new organizational structure.
Definition : Surveys are structured questionnaires administered to a group of people involved in the case. Surveys are especially useful for gathering quantitative data that supports or complements qualitative findings.
- Design survey questions that align with the research goals.
- Distribute the survey to a sample of participants.
- Analyze the survey responses, often using statistical methods.
Example : Conducting a survey among customers to measure satisfaction levels after a service redesign.
Case Study Guide: Step-by-Step Process
Step 1: define the research questions.
- Clearly outline what you aim to understand or explain.
- Define specific questions that the case study will answer, such as “What factors led to X outcome?”
Step 2: Select the Case(s)
- Choose a case (or cases) that are relevant to your research question.
- Ensure that the case is feasible to study, accessible, and likely to yield meaningful data.
Step 3: Determine the Data Collection Methods
- Decide which methods (e.g., interviews, observations, document analysis) will best capture the information needed.
- Consider combining multiple methods to gather rich, well-rounded data.
Step 4: Collect Data
- Gather data using your chosen methods, following ethical guidelines such as informed consent and confidentiality.
- Take comprehensive notes and record interviews or observations when possible.
Step 5: Analyze the Data
- Organize the data into themes, patterns, or categories.
- Use qualitative or quantitative analysis methods, depending on the nature of the data.
- Compare findings across data sources to identify consistencies and discrepancies.
Step 6: Interpret Findings
- Draw conclusions based on the analysis, relating the findings to your research questions.
- Consider alternative explanations and assess the generalizability of your findings.
Step 7: Report Results
- Write a detailed report that presents your findings and explains their implications.
- Discuss the limitations of the case study and potential directions for future research.
Examples of Case Study Applications
- Objective : To understand the success factors of a high-growth tech company.
- Methods : Interviews with key executives, analysis of internal reports, and customer satisfaction surveys.
- Outcome : Insights into unique management practices and customer engagement strategies.
- Objective : To examine the impact of project-based learning on student engagement.
- Methods : Observations in classrooms, interviews with teachers, and analysis of student performance data.
- Outcome : Evidence of increased engagement and enhanced critical thinking skills among students.
- Objective : To explore the effectiveness of a new mental health intervention.
- Methods : Interviews with patients, assessment of clinical outcomes, and reviews of therapist notes.
- Outcome : Identification of factors that contribute to successful treatment outcomes.
- Objective : To assess the impact of urban development on local wildlife.
- Methods : Observations of wildlife, analysis of environmental data, and interviews with residents.
- Outcome : Findings showing the effects of urban sprawl on species distribution and biodiversity.
Case studies are valuable for in-depth exploration and understanding of complex phenomena within their real-life contexts. By using methods such as interviews, observations, document analysis, and surveys, researchers can obtain comprehensive data and generate insights that are specific to the case. Whether exploratory, descriptive, or explanatory, case studies offer unique opportunities for understanding and discovering practical applications for theories.
- Baxter, P., & Jack, S. (2008). Qualitative Case Study Methodology: Study Design and Implementation for Novice Researchers . The Qualitative Report, 13(4), 544–559.
- Creswell, J. W., & Poth, C. N. (2017). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (4th ed.). SAGE Publications.
- Stake, R. E. (1995). The Art of Case Study Research . SAGE Publications.
- Yin, R. K. (2018). Case Study Research and Applications: Design and Methods (6th ed.). SAGE Publications.
- Thomas, G. (2016). How to Do Your Case Study (2nd ed.). SAGE Publications.
About the author
Muhammad Hassan
Researcher, Academic Writer, Web developer
You may also like
Textual Analysis – Types, Examples and Guide
Quantitative Research – Methods, Types and...
Triangulation in Research – Types, Methods and...
Ethnographic Research -Types, Methods and Guide
Transformative Design – Methods, Types, Guide
Experimental Design – Types, Methods, Guide
Hacking the Case Interview
We’ve compiled 50 case interview examples and organized them by industry, function, and consulting firm to give you the best, free case interview practice. Use these case interview examples for practice as you prepare for your consulting interviews.
If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting offers while saving hundreds of hours of prep time.
Case Interview Examples Organized by Industry
Below, we’ve linked all of the case interview examples we could find from consulting firm websites and YouTube videos and organized them by industry. This will be helpful for your case interview practice if there is a specific consulting industry role that you are interviewing for that you need more practice in.
Aerospace, Defense, & Government Case Interview Examples
- Agency V (Deloitte)
- The Agency (Deloitte)
- Federal Finance Agency (Deloitte)
- Federal Civil Cargo Protection Bureau (Deloitte)
Consumer Products & Retail Case Interview Examples
- Electro-light (McKinsey)
- Beautify (McKinsey)
- Shops Corporation (McKinsey)
- Climate Case (BCG)
- Foods Inc. (BCG) *scroll to bottom of page
- Chateau Boomerang (BCG) *written case interview
- PrintCo (Bain)
- Coffee Co. (Bain)
- Fashion Co. (Bain)
- Recreation Unlimited (Deloitte)
- Footlose (Deloitte)
- National Grocery and Drug Store (Kearney)
- Whisky Co. (OC&C)
- Dry Cleaners (Accenture) *scroll to page 15
- UK Grocery Retail (Strategy&) *scroll to page 24
- Ice Cream Co. (Capital One)
Healthcare & Life Sciences Case Interview Examples
- GlobaPharm (McKinsey)
- GenCo (BCG) *scroll to middle of page
- PrevenT (BCG)
- MedX (Deloitte)
- Medical Consumables (LEK)
- Medicine Company (HackingTheCaseInterview)
- Pharma Company (Indian Institute of Management)
Manufacturing & Production Case Interview Examples
- Aqualine (Oliver Wyman)
- 3D Printed Hip Implants (Roland Berger)
- Talbot Trucks (McKinsey)
- Playworks (Yale School of Management)
Social & Non-Profit Case Interview Examples
- Diconsa (McKinsey)
- National Education (McKinsey)
- Conservation Forever (McKinsey)
- Federal Health Agency (Deloitte)
- Robinson Philanthropy (Bridgespan)
- Home Nurses for New Families (Bridgespan)
- Reach for the Stars (Bridgespan)
- Venture Philanthropy (Bridgespan)
Technology, Media, & Telecom Case Interview Examples
- NextGen Tech (Bain)
- Smart Phone Introduction (Simon-Kucher)
- MicroTechnos (HackingTheCaseInterview)
Transportation Case Interview Examples
- Low Cost Carrier Airline (BCG)
- Transit Oriented Development (Roland Berger)
- Northeast Airlines (HackingTheCaseInterview)
- A+ Airline Co. (Yale School of Management)
- Ryder (HackingTheCaseInterview)
Travel & Entertainment Case Interview Examples
- Wumbleworld (Oliver Wyman)
- Theater Co. (LEK)
- Hotel and Casino Co. (OC&C)
Case Interview Examples Organized by Function
Below, we’ve taken the same cases listed in the “Case Interview Examples Organized by Industry” section and organized them by function instead. This will be helpful for your case interview practice if there is a specific type of case interview that you need more practice with.
Profitability Case Interview Examples
To learn how to solve profitability case interviews, check out our video below:
Market Entry Case Interview Examples
Merger & acquisition case interview examples.
Growth Strategy Case Interview Examples
Pricing case interview examples.
New Product Launch Case Interview Examples
Market sizing case interview examples.
To learn how to solve market sizing case interviews, check out our video below:
Operations Case Interview Examples
Other case interview examples.
These are cases that don’t quite fit into any of the above categories. These cases are the more unusual, atypical, and nontraditional cases out there.
Case Interview Examples Organized by Consulting Firm
Below, we’ve taken the same cases listed previously and organized them by company instead. This will be helpful for your case interview practice if there is a specific company that you are interviewing with.
McKinsey Case Interview Examples
BCG Case Interview Examples
Bain Case Interview Examples
Deloitte Case Interview Examples
Lek case interview examples, kearney case interview examples, oliver wyman case interview examples, roland berger case interview examples, oc&c case interview examples, bridgespan case interview examples, strategy& case interview examples, accenture case interview examples, simon kutcher case interview examples, capital one case interview examples, case interview examples from mba casebooks.
For more case interview examples, check out our article on 23 MBA consulting casebooks with 700+ free practice cases . There additional cases created by MBA consulting clubs that make for great case interview practice. For your convenience, we’ve listed some of the best MBA consulting casebooks below:
- Australian Graduate School of Management (2002)
- Booth (2005)
- Columbia (2007)
- Darden (2019)
- ESADE (2011)
- Fuqua (2018)
- Goizueta (2006)
- Haas (2019)
- Harvard Business School (2012)
- Illinois (2015)
- INSEAD (2011)
- Johnson (2003)
- Kellogg (2012)
- London Business School (2013)
- McCombs (2018)
- Notre Dame (2017)
- Queens (2019)
- Ross (2010)
- Sloan (2015)
- Stern (2018)
- Tuck (2009)
- Wharton (2017)
- Yale (2013)
Consulting casebooks are documents that MBA consulting clubs put together to help their members prepare for consulting case interviews. Consulting casebooks provide some case interview strategies and tips, but they mostly contain case interview practice cases.
While consulting casebooks contain tons of practice cases, there is quite a bit of variety in the sources and formats of these cases.
Some practice cases are taken from actual consulting interviews given by consulting firms. These are the best types of cases to practice with because they closely simulate the length and difficulty of an actual case interview. Other practice cases may be written by the consulting club’s officers. These cases are less realistic, but can still offer great practice.
The formats of the practice cases in consulting casebooks also vary significantly.
Some practice cases are written in a question and answer format. This type of format makes it easy to practice the case by yourself, without a case partner. Other practices cases are written in a dialogue format. These cases are better for practicing with a case interview partner.
MBA consulting casebooks can be a great resource because they are free and provide tons of practice cases to hone your case interview skills. However, there are several caveats that you should be aware of.
- Similarity to real case interviews : Some cases in MBA consulting casebooks are not representative of actual case interviews because they are written by consulting club officers instead of interviewers from consulting firms
- Quality of sample answers : While consulting casebooks provide sample solutions, these answers are often not the best or highest quality answers
- Ease of use : Consulting casebooks are all written in different formats and by different people. Therefore, it can be challenging to find cases that you can consistently use to practice cases by yourself or with a partner
Therefore, we recommend that you first use the case interview examples listed in this article and wait until you’ve exhausted all of them before using MBA consulting casebooks.
Case Interview Examples from HackingTheCaseInterview
Below, we've pulled together several of our very own case interview examples. You can use these case interview examples for your case interview practice.
1. Tech retailer profitability case interview
2. Airline profitability case interview
3. Ride sharing app market entry
4. Increasing Drug Adoption
How to Use Case Interview Examples to Practice Case Interviews
To get the most out of these case interview examples and maximize your time spent on case interview practice, follow these three steps.
1. Understand the case interview structure beforehand
If case interviews are something new to you, we recommend watching the following video to learn the basics of case interviews in under 30 minutes.
Know that there are seven major steps of a case interview.
- Understanding the case background : Take note while the interviewer gives you the case background information. Afterwards, provide a concise synthesis to confirm your understanding of the situation and objective
- Asking clarifying questions : Ask questions to better understand the case background and objective
- Structuring a framework : Lay out a framework of what areas you want to look into in order to answer or solve the case
- Kicking off the case : Propose an area of your framework that you would like to dive deeper into
- Solving quantitative problems : Solve a variety of different quantitative problems, such as market sizing questions and profitability questions. You may also be given charts and graphs to analyze or interpret
- Answering qualitative questions : You may be asked to brainstorm ideas or be asked to give your business opinion on a particular issue or topic
- Delivering a recommendation : Summarize the key takeaways from the case to deliver a firm and concise recommendation
2. Learn how to practice case interviews by yourself
There are 6 steps to practice case interviews by yourself. The goal of these steps is to simulate a real case interview as closely as you can so that you practice the same skills and techniques that you are going to use in a real case interview.
- Synthesize the case background information out loud : Start the practice case interview by reading the case background information. Then, just as you would do in a live case interview, summarize the case background information out loud
- Ask clarifying questions out loud : Just as you would do in a live case interview, ask clarifying questions out loud. Although you do not have a case partner that can answer your questions, it is important to practice identifying the critical questions that need to be asked to fully understand the case
- Structure a framework and present it out loud : Pretend that you are in an actual interview in which you’ll only have a few minutes to put together a comprehensive and coherent framework. Replicate the stress that you will feel in an interview when you are practicing case interviews on your own by giving yourself time pressure.
When you have finished creating your framework, turn your paper around to face an imaginary interviewer and walk through the framework out loud. You will need to get good at presenting your framework concisely and in an easy to understand way.
- Propose an area to start the case : Propose an area of your framework to start the case. Make sure to say out loud the reasons why you want to start with that particular area
- Answer each case question out loud : If the question is a quantitative problem, create a structure and walk the interviewer through how you would solve the problem. When doing math, do your calculations out loud and explain the steps that you are taking.
If the question is qualitative, structure your thinking and then brainstorm your ideas out loud. Walk the interviewer through your ideas and opinions.
- Deliver a recommendation out loud : Just as you would do in a real case interview, ask for a brief moment to collect your thoughts and review your notes. Once you have decided on a recommendation, present your recommendation to the interviewer.
3. Follow best practices while practicing case interviews :
You’ll most likely be watching, reading, or working through these case interview examples by yourself. To get the most practice and learnings out of each case interview example, follow these tips:
- Don’t have notes or a calculator out when you are practicing since you won’t have these in your actual interview
- Don’t take breaks in the middle of a mock case interview
- Don’t read the case answer until you completely finish answering each question
- Talk through everything out loud as if there were an interviewer in the room
- Occasionally record yourself to understand what you look like and sound like when you speak
4. Identify improvement areas to work on
When the case is completed, review your framework and answers and compare them to the model answers that the case provides. Reflect on how you could have made your framework or answers stronger.
Also, take the time to reflect on what parts of the case you could have done better. Could your case synthesis be more concise? Was your framework mutually exclusive and collectively exhaustive? Could your math calculations be done more smoothly? Was your recommendation structured enough?
This is the most important part of practicing case interviews by yourself. Since you have no partner to provide you feedback, you will need to be introspective and identify your own improvement areas.
At the end of each practice case interview, you should have a list of new things that you have learned and a list of improvement areas to work on in future practice cases. You’ll continue to work on your improvement areas in future practice cases either by yourself or with a partner.
5. Eventually find a case partner to practice with
You can only do so many practice case interviews by yourself before your learning will start to plateau. Eventually, you should be practicing case interviews with a case partner.
Practicing with a case partner is the best way to simulate a real case interview. There are many aspects of case interviews that you won’t be able to improve on unless you practice live with a partner:
- Driving the direction of the case
- Asking for more information
- Collaborating to get the right approach or structure
- Answering follow-up questions
If you are practicing with a case partner, decide who is going to be giving the case and who is going to be receiving the case.
If you are giving the case, read the entire case information carefully. It may be helpful to read through everything twice so that you are familiar with all of the information and can answer any question that your partner asks you to clarify.
As the person giving the case, you need to be the case expert.
You should become familiar with the overall direction of the case. In other words, you should know what the major questions of the case are and what the major areas of investigation are. This will help you run the mock case interview more smoothly.
Depending on whether you want the case interview to be interviewer-led or candidate-led, you will need to decide how much you want to steer the direction of the case.
If your partner gets stuck and is taking a long time, you may need to step in and provide suggestions or hints. If your partner is proceeding down a wrong direction, you will need to direct them towards the right direction.
Where to Find More Case Interview Examples
To find more case interview examples, you can use a variety of different case interview prep books, online courses, and coaching. We'll cover each of these different categories of resources for more case interview practice in more detail.
Case Interview Prep Books
Case interview prep books are great resources to use because they are fairly inexpensive, only costing $20 to $30. They contain a tremendous amount of information that you can read, digest, and re-read at your own pace.
Based on our comprehensive review of the 12 popular case interview prep books , we ranked nearly all of the case prep books in the market.
The three case interview prep books we recommend using are:
- Hacking the Case Interview : In this book, learn exactly what to do and what to say in every step of the case interview. This is the perfect book for beginners that are looking to learn the basics of case interviews quickly.
- The Ultimate Case Interview Workbook : In this book, hone your case interview skills through 65+ problems tailored towards each type of question asked in case interviews and 15 full-length practice cases. This book is great for intermediates looking to get quality practice.
- Case Interview Secrets : This book provides great explanations of essential case interview concepts and fundamentals. The stories and anecdotes that the author provides are entertaining and help paint a clear picture of what to expect in a case interview, what interviewers are looking for, and how to solve a case interview.
Case Interview Courses
Case interview courses are more expensive to use than case interview prep books, but offer more efficient and effective learning. You’ll learn much more quickly from watching someone teach you the material, provide examples, and then walk through practice problems than from reading a book by yourself.
Courses typically cost anywhere between $200 to $400.
If you are looking for a single resource to learn the best case interview strategies in the most efficient way possible, enroll in our comprehensive case interview course .
Through 70+ concise video lessons and 20 full-length practice cases based on real interviews from top-tier consulting firms, you’ll learn step-by-step how to crush your case interview.
We’ve had students pass their consulting first round interview with just a week of preparation, but know that your success depends on the amount of effort you put in and your starting capabilities.
Case Interview Coaching
With case interview coaching, you’ll pay anywhere between $100 to $300 for a 40- to 60-minute mock case interview session with a case coach. Typically, case coaches are former consultants or interviewers that have worked at top-tier consulting firms.
Although very expensive, case interview coaching can provide you with high quality feedback that can significantly improve your case interview performance. By working with a case coach, you will be practicing high quality cases with an expert. You’ll get detailed feedback that ordinary case interview partners are not able to provide.
Know that you do not need to purchase case interview coaching to receive a consulting job offer. The vast majority of candidates that receive offers from top firms did not purchase case interview coaching. By purchasing case interview coaching, you are essentially purchasing convenience and learning efficiency.
Case interview coaching is best for those that have already learned as much as they can about case interviews on their own and feel that they have reached a plateau in their learning. For case interview beginners and intermediates, it may be a better use of their money to first purchase a case interview course or case interview prep book before purchasing expensive coaching sessions.
If you do decide to eventually use a case interview coach, consider using our case coaching service .
There is a wide range of quality among coaches, so ensure that you are working with someone that is invested in your development and success. If possible, ask for reviews from previous candidates that your coach has worked with.
Summary of the Best Consulting Interview Resources
Here are the resources we recommend to land your dream consulting job:
For help landing consulting interviews
- Resume Review & Editing : Transform your resume into one that will get you multiple consulting interviews
For help passing case interviews
- Comprehensive Case Interview Course (our #1 recommendation): The only resource you need. Whether you have no business background, rusty math skills, or are short on time, this step-by-step course will transform you into a top 1% caser that lands multiple consulting offers.
- Case Interview Coaching : Personalized, one-on-one coaching with a former Bain interviewer.
- Hacking the Case Interview Book (available on Amazon): Perfect for beginners that are short on time. Transform yourself from a stressed-out case interview newbie to a confident intermediate in under a week. Some readers finish this book in a day and can already tackle tough cases.
- The Ultimate Case Interview Workbook (available on Amazon): Perfect for intermediates struggling with frameworks, case math, or generating business insights. No need to find a case partner – these drills, practice problems, and full-length cases can all be done by yourself.
For help passing consulting behavioral & fit interviews
- Behavioral & Fit Interview Course : Be prepared for 98% of behavioral and fit questions in just a few hours. We'll teach you exactly how to draft answers that will impress your interviewer.
Land Multiple Consulting Offers
Complete, step-by-step case interview course. 30,000+ happy customers.
IMAGES
COMMENTS
Case study questions about the buying team and internal advocates. Case study questions about customer success. Case study questions about product feedback. Case study questions about willingness to make referrals. Case study question to prompt quote-worthy feedback. Case study questions about the customers' future goals.
BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer) BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below. 3. Bain case interview examples. CoffeeCo practice case (Bain website) FashionCo practice case (Bain website)
Analyze the situation: Gather all the relevant information and data provided in the case study. Identify the key issues, stakeholders, and any potential constraints or challenges that need to be considered. 3. Develop a hypothesis: Based on your analysis, formulate a hypothesis or a proposed solution to the problem.
Template: 23 Case Study Questions Every Marketer Should Ask. December 16, 2022. By Joe Gillespie. Case studies offer one of the most powerful types of content in the inbound marketer’s toolbox. When done right—with descriptive storytelling and a powerful visual presentation—a case study can deliver a clinching message to leads in the ...
These common case study interview questions and answers are a great place to begin your case interview prep! This guide covers the majority of case studies that will come your way. However, keep in mind that the best consulting frameworks are catered to the specific prompt. So while it’s helpful to know these business concepts and questions ...
Case studies can be classified into different types depending on their purpose and methodology. Common types include exploratory, descriptive, explanatory, intrinsic, and instrumental case studies. 1. Exploratory Case Study. Definition: An exploratory case study investigates an area where little is known. It helps to identify questions ...
To be successful during a case study interview, be mindful of potential questions an interviewer may ask. Knowing these questions can serve you as a guide to help prioritize the most important elements asked in an interview. 4. Practice interviewing with different use cases and the delivery of your responses.
Walk the interviewer through your ideas and opinions. Deliver a recommendation out loud: Just as you would do in a real case interview, ask for a brief moment to collect your thoughts and review your notes. Once you have decided on a recommendation, present your recommendation to the interviewer. 3.
Revised on November 20, 2023. A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research. A case study research design usually involves qualitative methods, but quantitative methods are ...
To identify the most common case interview questions posed by interviewers at McKinsey, BCG and Bain, we surveyed CaseCoach users who interviewed at one of the firms for a generalist role in 2023. We found that 90% of the 260+ case interviews reported by respondents fell into one of 10 question types: Rank. Question type. % of case questions. 1.