marketing case study interview questions and answers pdf

Top 35 Marketing Interview Questions (Example Answers Included)

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By Mike Simpson

Marketers aren’t strangers to promotion. After all, their main job is to showcase the virtues of products or services and get people to buy. When you think about it, they should be naturals when it comes to answering marketing interview questions, right?

Highlighting their expertise should be right up their alley. Well, not necessarily.

Self-promotion isn’t always easy. Somehow, it’s different when you have to talk about yourself. You might worry about coming off as a braggart, causing you to hold back.

Plus, if a person decides to say no to an energy drink, streaming services, or anything else, that product or service isn’t going to “feel” rejected. But, if the hiring manager says no to you, you’ll experience that sting, and that’s scary.

Nerves get the better of a ton of candidates, causing them to struggle during interviews. They just aren’t sure how to sell themselves like they do anything else. Luckily, you can harness your skills in a way that leads to job search success.

Take our hand and let us show you the way.

How to Answer Marketing Interview Questions

Okay, we know that you’re looking for marketing interview question examples, and we promise we’ll get to that. But first, we want to spend a minute on something else that’s excruciatingly important: your interview strategy.

By learning the right approach, you’ll be ready to face expected interview questions and navigate ones that take you by surprise. After all, you can’t predict everything the hiring manager may ask; that’s simply not possible.

So, how do you prepare for the unpredictable? With research and proper technique.

When you’re prepping for an interview, information is your friend. By digging in, you’ll learn critical tidbits that can help you cover your bases and stand out from the crowd.

In an interview, the hiring manager wants to figure out if you have what it takes to excel in the job. Essentially, they need to know if you have the right skills and traits . Which ones are the right ones? Well, the ones in the job description .

So, scour the job ad, especially the must-haves list. It’ll tell you a ton about what the hiring manager wants to find. That’ll be your foundation.

But don’t stop yet. Keep your research cap on and head to the company’s website. There, look for the mission and values statements. Those little chunks of text are chocked full of clues about the kind of person that will mesh with the culture. Plus, they reflect the company’s priorities. If you can discuss those points a bit in your interview, you’re going to separate yourself from the pack.

Now that you know what to talk about, let’s focus on how to cover it. Crafting great answers to marketing interview questions doesn’t happen by accident. Instead, it’s a skill, one you can learn.

Usually, traditional interview questions are simple. It’s the behavioral interview questions that are tricky. Luckily, we have a technique for you.

Start by using the STAR Method , turning a blasé response into a compelling story. Then, it’s the Tailoring Method you want to use, allowing you to make your answer relevant.

Together, those techniques let you craft highly targeted and engaging responses, significantly increasing your odds of interview success.

We also wanted to let you know that we created an amazing free cheat sheet that will give you word-for-word answers for some of the toughest interview questions you are going to face in your upcoming interview. After all, hiring managers will often ask you more generalized interview questions along with their marketing specific questions!

Click below to get your free PDF now:

Get Our Job Interview Questions & Answers Cheat Sheet!

FREE BONUS PDF CHEAT SHEET: Get our " Job Interview Questions & Answers PDF Cheat Sheet " that gives you " word-word sample answers to the most common job interview questions you'll face at your next interview .

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Top 3 Marketing Interview Questions

With a winning strategy by your side, it’s time to take it up a notch. Here are the top three marketing interview questions with example answers, allowing you to see how you can put your new skills to work.

1. When a next-generation product hits the market, how do you position a legacy product to ensure its long-term success?

When the newest version releases, companies don’t necessarily remove the legacy product or service from the market. Hiring managers ask this question to see how a candidate may ensure that prior versions remain successful. Plus, they want to know if you can leverage them, creating new interest.

EXAMPLE ANSWER:

“When the next-gen product enters the market, I strive to position the legacy option as a solution for price-sensitive consumers. My goal is to showcase it as a bargain, allowing it to serve as a lower point of entry for customers who may otherwise be priced out. For example, in my last role, I created a marketing campaign that showcased the legacy product as feature-rich yet budget-friendly. The combined approach kept interest in it high and also allowed us to position the next-gen product as a premium version, an approach that also yielded positive results.”

2. For social media marketing, which platforms do you prefer and why?

The social media landscape is always expanding, and many companies don’t know where to focus their energies. They may turn to their marketing experts to figure out which platforms need attention. With this marketing interview question, the hiring manager wants to learn more about how you decide between the slew of options.

“Each social media platform has its merits. Plus, they represent different audiences. As a result, I vary my approach based on the product and the ideal consumer. If the goal is to appeal to younger generations, I may favor platforms that resonate with the under-30 group, like Instagram, Snapchat, or TikTok. Facebook and YouTube can be excellent additions for reaching nearly any generation since they rate the highest in overall usage. However, Facebook is essentially a must for targeting adults over 30. Ultimately, my goal would be to embrace platforms that the target market connects with, allowing me to showcase a product or service in a place they already frequent. That creates the widest reach while remaining relevant to the audience.”

3. Tell me about a marketing trend that’s caught your eye. What about it interests you?

Marketing, like many fields, is ever-evolving. If you aren’t staying on top of trends, your campaigns might not be as effective.

Hiring managers want to know that you’re vigilant about up-and-coming techniques and tools. That’s why they ask you to discuss trends. Additionally, candidates who follow industry news on their own time tend to be more passionate about the field than their less-informed counterparts, giving hiring managers another reason to dig into the topic.

“There are quite a few trends that I’ve kept on my radar recently. Shoppable posts have me particularly intrigued, especially on platforms like Instagram. The visual nature of the platform makes it ideal for showcasing certain products, and the ability for users to actively pursue those that interest them allows the initial connection to advance a user through the sales funnel with greater ease. It simplifies the buying process, shortening it dramatically, while also making use of a platform that users already frequent and trust. I think there is a significant amount of potential there, and believe it’s a trend that will quickly become a norm in the marketing industry.”

32 More Marketing Interview Questions

Here are 32 more marketing interview questions you may face when you meet with a hiring manager:

• What social media tools do you use and why?
• Is face-to-face marketing still valuable or necessary? Why or why not?
• How would you manage the launch of a new product or service?
• Describe the difference between direct and indirect marketing.
• What research techniques do you use to identify potential customers for a new product or service?
• Tell me about the biggest marketing challenge you’ve faced. How did you overcome it?
• Describe a time where you made a mistake with how you positioned a product or service. What did you do to fix the issue?
• When it comes to products or services like ours, do you think a hard sell or soft sell is the better approach? Why?
• Tell me about your all-time favorite campaign. What about it resonates with you?
• If you had to sum up our product or service in one word, what would it be? How would you use that to determine the direction of a campaign?
• What do you do when you present an idea for a campaign, and it’s rejected?
• Do you think that email marketing is still viable? Why or why not?
• If you could pick any slogan for our product or service, what would you recommend?
• When developing a campaign concept, do you prefer to work alone or as part of a team? Why?
• Can you tell me about your most successful campaign? What about it made it shine?
• Tell me about your least successful campaign? What went wrong, and what did you learn from the experience?
• The coronavirus pandemic forced many companies to rethink their marketing. What changes do you think yielded positive results? Do you believe some resulted in negative outcomes?
• Who do you think is our biggest competitor? How can we differentiate our product or service from theirs?
• Which traits are most critical for being a successful marketer?
• In your own words, what do you think is the goal of marketing?
• Why did you decide to launch a career in marketing?
• What about this marketing position appeals to you, and why?
• The marketing industry has changed dramatically in recent years. What changes do you think are on the horizon, and why?
• Can you describe your experience with paid advertising?
• What steps do you take to generate organic traffic?
• Have you created campaigns for products or services that are similar to ours?
• Tell me about a time where you achieved a marketing objective while dealing with a tight budget.
• Can you describe who you think our target market is?
• Are you familiar with our product or service? What about it stands out to you?
• Do you follow any brands on social media? If so, which ones, and why? If not, why do you choose not to?
• What resources do you turn to when you want to stay on top of industry trends?
• Do you think a social media presence is a must for companies? Why or why not?

5 Good Questions to Ask at the End of a Marketing Interview

As you wrap up with the last marketing interview questions, you’ll usually get a chance to ask a few of your own. This is an exceptional opportunity, so you need to have a few questions at the ready. That way, you’ll come off as more engaged. Plus, you’ll have a chance to discover details that let you know if the job is actually a good match for you.

If you don’t know what to ask the hiring manager, here are five great standby questions to use at the end of your marketing interview:

• Which of the company’s past marketing campaigns was most successful? Which one was the least successful?
• What does a typical day in this marketing position look like?
• Does this role focus on a single product or service, or will it be responsible for campaigns across the board?
• What are the marketing team’s greatest strengths? Are there any weaknesses that my skillset could cover?
• Has the company faced any unique challenges when it comes to engaging with their target market?

Putting It All Together

It’s true; even marketers can struggle when it’s interview time. But, by embracing the tips above and studying the marketing interview questions, you can make sure you’re ready to shine. After all, the interview is just a campaign about you. So, take a deep breath, have faith in your skills, and show that hiring manager that you’re an amazing candidate.

FREE : Job Interview Questions & Answers PDF Cheat Sheet!

Download our " Job Interview Questions & Answers PDF Cheat Sheet " that gives you word-for-word sample answers to some of the most common interview questions including:

• What Is Your Greatest Weakness?
• What Is Your Greatest Strength?
• Tell Me About Yourself
• Why Should We Hire You?

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Co-Founder and CEO of TheInterviewGuys.com. Mike is a job interview and career expert and the head writer at TheInterviewGuys.com.

His advice and insights have been shared and featured by publications such as Forbes , Entrepreneur , CNBC and more as well as educational institutions such as the University of Michigan , Penn State , Northeastern and others.

Learn more about The Interview Guys on our About Us page .

About The Author

Mike simpson.

Co-Founder and CEO of TheInterviewGuys.com. Mike is a job interview and career expert and the head writer at TheInterviewGuys.com. His advice and insights have been shared and featured by publications such as Forbes , Entrepreneur , CNBC and more as well as educational institutions such as the University of Michigan , Penn State , Northeastern and others. Learn more about The Interview Guys on our About Us page .

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Hacking the Case Interview

If you are interviewing for a consulting firm or marketing firm, expect to be given several case interviews or case study interviews during your interview process. You’ll need to ace every one of your case interviews in order to land a job offer.

If you have an upcoming marketing case interview, don’t worry because we have you covered. In this comprehensive article, we’ll cover:

• What is a marketing case interview?
• The 7 steps to solve any marketing case interview
• Marketing case interview framework
• Marketing case interview examples
• Recommended marketing case interview resources

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.

What is a Marketing Case Interview?

Case interviews are a special type of interview that every single consulting firm uses. They are almost exclusively used by consulting firms, although some companies with ex-consultants may also use them.

A case interview, also known as a “case” for short, is a 30 to 45-minute exercise in which you and the interviewer work together to develop a recommendation or answer to a business problem.

For marketing case interviews, you’ll be given a business problem that has to do with designing or selling a product. Examples of the types of marketing case interview questions you could be given include:  

• How would you market [product X] to [customer segment X]?
• How would you decide what product to design for [customer segment X]?
• How would you decide which customer segment to target for [product X]?

Case interviews are used by consulting firms because they are the best way for firms to predict which candidates will make the best consultants. Case interviews do not predict this perfectly, but they come quite close.

Since case interviews simulate the consulting job by placing you in a hypothetical business situation, interviewers use case interviews to see how you would perform as a hypothetical consultant.

Many of the skills and qualities needed to successfully complete a case interview are the same skills and qualities needed to successfully finish a consulting case project. These skills and qualities include:

• Logical, structured thinking : Consultants need to be organized and methodical in order to work efficiently.
• Analytical problem solving : Consultants work with a tremendous amount of data and information in order to develop recommendations to complex problems.
• Business acumen : A strong business instinct helps consultants make the right decisions and develop the right recommendations.
• Communication skills : Consultants need strong communication skills to collaborate with teammates and clients effectively.
• Personality and cultural fit : Consultants spend a lot of time working closely in small teams. Having a personality and attitude that fits with the team makes the whole team work better together.

Case interviews also give you a sense of whether you would like the consulting job. If you find case interviews interesting and exciting, you’ll likely enjoy consulting. If you find case interviews dull and boring, consulting may not be the best profession for you.

The 7 Steps to Solve Any Marketing Case Interview

Although you cannot predict the exact case interview question or business situation you’ll be given, almost all case interviews follow a similar structure or flow. Therefore, you can follow these seven steps to solve any marketing case interview.

1. Understand the case background information

The case interview will start with the interviewer explaining the case background information. Make sure that you are taking notes while the interviewer is speaking. You’ll want to focus specifically on understanding the context, the company, and the objective of the case.

The most important part of the case interview is to make sure you understand the business issue and objective of the case. Addressing the wrong business problem is the quickest way to fail a case interview.

2. Ask clarifying questions

Once the interviewer has finished giving you the case information, you’ll have an opportunity to ask questions. 

While you can ask any question that you want, try to prioritize asking questions that help you better understand the situation and problem. You want to avoid asking questions that are too specific or not relevant to understanding the case situation. 

Most candidates ask between one to three questions. You’ll be able to ask more questions later in the case interview if you need to.

3. Summarize the information and verify the objective

Once you have finished asking your immediate questions, summarize all of the major case information and verify that you understand the objective correctly.

In this step, many candidates make the mistake of stating every fact of the case verbatim. Instead, you should summarize the case concisely and clearly in your own words. This demonstrates that you can synthesize information effectively.

4. Develop a framework

The next step is to structure a framework to help guide you through the case.

A case interview framework is a tool that helps you structure and break down a complex problem into simpler, smaller components. Think of a framework as brainstorming different ideas and organizing them into different categories.

To develop a framework, ask yourself what are the three to four major questions that you need to answer in order to make a confident recommendation?

Many candidates make the mistake of using memorized frameworks and applying them to their case interviews. Interviewers can tell when you are using a memorized framework because not all of the elements of the framework will be relevant to the case.

Using a memorized framework reflects poorly on your capabilities because it shows that you cannot think critically for yourself. Therefore, practice creating unique and tailored frameworks for each case that you get.

We’ll go over how to create outstanding marketing case interview frameworks in the next section of this article.

When creating your framework, it is acceptable to ask the interviewer for a few minutes of silence to collect your thoughts. Afterwards, present your framework to the interviewer.

5. Kick off the case

Once you have finished presenting your framework, the interviewer may agree with your approach or may provide some feedback or suggestions. Afterwards, it is time to start solving the case.

How the case investigation will start depends on whether your case is a candidate-led or interviewer-led case . Most cases are candidate-led.

Candidate-led case : In this type of case, you will be expected to drive the direction of the case. You will be suggesting what areas to explore, what analyses to do, and what the next step should be. So, pick an area of your framework to start analyzing. There is no right or wrong area to pick as long as it is relevant to solving the case.

Interviewer-led case : In this type of case, the interviewer will be leading the direction of the case. They will be asking you specific questions that you will answer. After each question, they’ll direct you to the next question. For interviewer-led cases, the interviewer will typically kick off the case by asking you a question after you finish presenting your framework.

6. Answer quantitative and qualitative questions

The majority of the interview will be spent answering a mix of quantitative and qualitative questions.

Quantitative questions may have you estimate the size of a particular market, perform some calculations to determine profitability, or interpret various charts and graphs.

When solving quantitative problems, make sure that you walk the interviewer through your approach before you begin doing any math. When performing calculations, make sure to talk through your steps out loud so that it is easy for the interviewer to follow your work.

Qualitative questions may ask you to brainstorm potential ideas or ask for your judgment on an open-ended business question. When answering these questions, try to structure your answer as much as possible.

After answering each question, make sure that you take your answer and connect it back to the overall case objective. How does your answer help you solve the case? How does your answer impact your potential recommendation?

7. Deliver a recommendation

At the end of the case, the interviewer will ask you to prepare an overall recommendation. It is acceptable to ask the interviewer for a minute to look through your notes before you give your recommendation.

Based on the quantitative and qualitative questions you have answered, what recommendation do they collectively support?

Structure your recommendation in the following way:

• State your recommendation
• Provide the two to three reasons that support your recommendation
• Propose next steps that you would take if you had more time

After you deliver your recommendation, the interviewer will conclude the case interview. If the case interview was based on a real life project, the interviewer may explain what actually happened in the case.

Don’t worry if your recommendation does not match what actually happened during the project. For case interviews, you are not assessed on your answer, but on your process.

Marketing Case Interview Framework

The only framework you need to know for marketing case interviews is the 5C’s + STP + 4P’s framework. Although this is the only marketing framework you need to know, we do not recommend that you simply memorize this framework and use it in every single marketing case interview.

Instead, we recommend that you fully understand each of the individual elements in this framework such that you can use specific elements here and there to piece together your own unique framework. We’ll have examples of how exactly to do this in the next section of the article.

At a high level, here’s how the 5C’s + STP + 4P’s framework is organized:

• 5 C’s : Helps analyze the business situation before making any marketing decisions
• STP : Helps identify which customer segment to target
• 4 P’s : Helps develop a strategy to implement marketing decisions

Let’s go through each of these components to understand the specific elements in each.

The goal of the 5 C’s framework is to collect and gather all of the relevant and necessary background information in order to make an informed marketing decision. 5 C’s stands for: company, collaborators, customers, competitors, and context.

• What products does the company have?
• What competitive advantages does the company have?
• What are the company’s goals?
• What is the company’s brand image?

Collaborators

• Who are the company’s suppliers and distributors?
• Who are the company’s investors?
• Who has the company partnered with?
• What other relationships does the company have with third parties?
• Who are the company’s customers?
• What are customer needs and preferences?
• What are customer purchasing habits or behaviors?
• What are customer perceptions of the company?

Competitors

• Who are the company’s competitors?
• What are competitors’ strengths and weaknesses?
• What are competitors’ strategies and tactics?
• Who are the new potential threats?
• What are the laws and regulations in this industry?
• What are the economic trends?
• What are the new emerging technologies?
• What are social or behavioral trends?

Having knowledge of these five elements will help you with the next part of the framework, STP.

The goal of STP is to help you identify which customer segment to target or focus on. There are three steps to STP: segmentation, targeting, and positioning.

Segmentation

The first step is to understand how the market is segmented. Customers have a wide variety of needs and preferences. Therefore, a broad marketing strategy targeting every customer will not be as effective as a tailored marketing strategy focused on a specific customer segment.

You will need to decide what type of segmentation makes the most sense for your product. You can segment customers on needs, use cases, or various demographics, such as age, geography, income, lifestyle, and attitudes.

At the end of this step, you should have a list of the different customer segments.

The next step is to evaluate the attractiveness of each segment and choose a target segment to focus on. There are many different factors to consider when selecting a target segment:  

• Which segment is the largest?
• Which segment is growing the quickest?
• What segment is the most profitable?
• Which segment is the most accessible?
• Which segment is the best fit for your product?
• Which segment has the potential for the most improvement?
• Which segment is the most influenced by marketing?

Once you have selected a customer segment to focus on, you can move onto the next step, developing a positioning statement.

Positioning

In this final step, you will determine how to position and communicate the product to potential customers.

Your positioning and communication of the product should be tailored to the specific needs and preferences of the customer segment you have decided to focus on. In determining how to position the product, ask yourself the following questions:

• What makes this customer segment different from others?
• What does this customer segment value?
• What are the attitudes or beliefs of this customer segment?

Below are a few examples of positioning statements from well-known companies:

• Amazon : For customers who want to purchase a wide variety of products online, Amazon offers a one-stop shopping experience
• Apple : For technology users who want a seamless experience, Apple leads the industry with the most innovative and easy-to-use products
• Disney : For consumers looking for unique entertainment, Disney provides magical memories and experiences

Having a positioning statement will help you decide the best way to market the product. To do that, you will move onto the next framework, the 4 P’s.

The goal of the 4 P’s is to develop an actionable strategy to market the product to the targeted customer segment. 4 P’s stands for product, place, promotion, and price.

If there are multiple products or different versions of a product, you will need to decide which product to market. To do this, you will need to fully understand the benefits and points of differentiation of each product.

Select the product that best fits customer needs and the positioning statement you developed for the segment you are focusing on.

You will need to decide where the product will be sold to customers. Different customer segments have different purchasing habits and behaviors. Therefore, some distribution channels will be more effective than others.

Should the product be sold directly to the customer online? Should the product be sold in the company’s stores? Should the product be sold through retail partners instead?

You will need to decide how to spread information about the product to customers. Different customer segments have different media consumption habits and preferences. Therefore, some promotional strategies will be more effective than others.

Promotional techniques and strategies include advertising, social media marketing, email marketing, search engine marketing, video marketing, and public relations. Select the strategies and techniques that will be the most effective.

You will need to decide how to price the product. Pricing is important because it determines the profits and the quantity of units sold. Pricing can also communicate information on the quality or value of the product.

If you price the product too high, you may be pricing the product above your customer segment’s willingness to pay. This would lead to lost sales.

If you price the product too low, you may be losing potential profit from customers who were willing to pay a higher price. You may also be losing profits from customers who perceive the product as low-quality due to a low price point.

In deciding on a price, you can consider the costs to produce the product, the prices of other similar products, and the value that you are providing to customers.

Marketing Case Interview Examples

By now, you should understand the components and elements of the only marketing case interview framework that you need to know. We’ll go through a few examples of how to use specific elements of the 5 C’s + STP + 4 P’s to create unique and tailored frameworks to marketing case interview questions.

Example #1: How would you market [product X] to [customer segment Y]?

How to answer: In order to decide how to best market a product, you need to first understand what the customers’ needs are. Next, you’d need to develop a positioning statement or value proposition for your product that addresses these needs. Finally, there are specific implementation decisions you would need to make that include how much to sell the product for and where to sell the product.

Therefore, your framework could look like the following:

• Customer needs: What are customer needs and preferences? What pain points or problems do they face?
• Value proposition: What is the positioning statement for the product? What value will it add to customers?
• Implementation: What should the optimal price be? How should the product be advertised? Where should the product be sold?

Example #2: How would you decide what product to design for [customer segment X]?

How to answer: For this question, you’ll need to understand the customer segment’s needs, preferences, behaviors, and purchasing habits. You’ll likely also need to look at competitors to see what kinds of products they offer. Finally, you can then decide on product features or characteristics based on this information.

• Competition: Who are the major competitors to the product that you’d be designing? What are their strengths and weaknesses?
• Product design: What product qualities and features are lacking in competitors’ products that customers have a need for?

Example #3: How would you decide which customer segment to target for [product X]?

How to answer: For this question, you’ll first need to understand what are the different customer segments and the characteristics of each customer segment that make them different from one another. You’ll also need to better understand the product to see which customer segment the product fits best with. Finally, you’ll likely need to calculate expected profitability of targeting each customer segment to see which is most attractive.

Therefore, your framework could look like the following:  

• Customer segment attractiveness: What are the different customer segments? What are the characteristics or behaviors of each segment? What are their needs or preferences?
• Product qualities: What are the characteristics of the product? What pain points or problems does the product solve for?
• Profitability: What are the expected revenues of targeting each customer segment? What are the expected costs? What are the expected profits?

More marketing case interview examples and practice

For more practice, check out our article on 23 MBA consulting casebooks with 700+ free practice cases .

In addition to marketing case interviews, we also have additional step-by-step guides to: profitability case interviews , market entry case interviews , growth strategy case interviews , M&A case interviews , pricing case interviews , operations case interviews , and private equity case interviews .

Recommended Marketing Case Interview Resources

Here are the resources we recommend to learn the most robust, effective case interview strategies in the least time-consuming way:

• 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.
• 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.
• Case Interview Coaching : Personalized, one-on-one coaching with former consulting interviewers
• 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
• Resume Review & Editing : Transform your resume into one that will get you multiple interviews

Land Multiple Consulting Offers

Complete, step-by-step case interview course. 30,000+ happy customers.

Marketing Analytics Case Study Guide for 2024

Case study questions in marketing analyst interviews are scenario-based questions that mirror the day-to-day work of analysts.

In marketing analytics case studies, the interviewee is provided with marketing data or a specific scenario, then must develop a detailed solution for the provided case question. For example, in a marketing analytics case interview, you might be asked, “How would you measure the effectiveness of a marketing channel?”

You would then propose marketing analytics metrics that you would be most interested in, like cost per acquisition (CPA) or the return on ad spend (ROAS). Ultimately, the most common types of marketing analytics case study questions include:

• Measuring effectiveness - These questions ask you to gauge the effectiveness of marketing campaigns based on the provided data.
• Marketing analysis - These questions provide data that you can first analyze and then propose marketing strategies based on your analysis.
• Marketing metrics - These questions ask you to propose metrics to assess performance or investigate a problem. An example would be: “Campaign A and Campaign B have the same spend. However, Campaign A is converting at a much higher rate. What metrics would you use to investigate the discrepancy?”

What is Marketing Analytics?

Marketing analytics use data to inform marketing decisions. By integrating data into marketing decisions, businesses can refine their marketing campaigns, better understand what drives customer action and increase ROI on their marketing spend.

Marketing analytics has numerous applications for businesses, including:

• Determining the ROI for marketing campaigns.
• A/B testing marketing messages to find what works best.
• Identifying which messages, advertisements, and marketing activities drive customer action.
• Optimizing and personalizing marketing messages for customers.

Marketing case study questions within interviews mirror the job responsibilities of marketing analysts . For example, you could be provided with data and asked to make an analysis on how the company should allocate marketing spend.

At their core, marketing case studies are scenario-based questions that ask you to present a well-constructed solution to a potential or real-world marketing problem. These questions allow you to apply your marketing expertise to a real case, as well as use your problem-solving and analytical thinking skills to address it.

Marketing Analytics Case Study Question: Example Answer

Here we will review a deep dive into a solution for one of the most common marketing analyst case study questions:

1. How would you measure the effectiveness of different marketing channels?

More context. Say you are running paid advertisements for an online learning business, to drive customers to your curriculum. The business only sells a single course, which costs $100. You have spent $1,000 on Facebook Ads and Google Ads in order to increase sign-ups. What metrics would you be most interested in reviewing your decision and investment?

A version of this question is asked in nearly every marketing analyst interview. Your goal should be to define what “effective” means in this context, and then talk about the most important metrics for measuring it.

Example Solution:

First, start with some clarifying questions like:

• What are the goals of the two marketing campaigns? Is it to increase sales of the course? Generate awareness of the public to your product? Drive engagement from existing enrollees?
• Are these the first two campaigns the company has run? How long have they invested in paid advertising?

For the purposes of this example, assume the goal is to increase sales and that the company already has an established marketing presence on Google and Facebook.

If the goal is sales, we would be interested in return on investment (ROI). That is, if we invest more money into marketing channels that have a higher ROI, we are effectively pursuing the options that maximize our returns.

To understand ROI, there are two main marketing analytics metrics we should focus on:

• Cost Per Acquisition (CPA) - The total ad spend for a marketing channel divided by the number of customers. Ideally, we want CPA to be as low as possible so that we’re spending less to acquire customers than they’re bringing in.
• Customer Lifetime Value (CLV) - The amount of revenue brought in by customers from a specific marketing channel. For SaaS companies, acquiring one customer may yield an average of five or six years of annual subscription renewals, such that the lifetime value of one customer is quite a bit higher than the upfront cost to get them to sign up.

Let’s focus on breaking down the cost per acquisition metric. CPA is the average cost to acquire a customer for each marketing channel spent. Here is the following data we are given for this situation:

• We spend $1000 on Facebook Ads.
• 10 individuals converted to customers.
• To calculate CPA, we divide the ad spend of $1,000 by the 10 customers acquired ( 1000 ⁄ 10 ), for an expected CPA value of $100 per customer.

Next, we want to look at the CLV and how it relates to CPA. For our example, the customer lifetime value is $100 (because the company only sells one course, and does not expect customers to purchase multiple times).

• If my course costs $100 and I convert 10 customers (with a CPA of $100 each), then I am breaking even on my ad spending and revenue.
• But if the business adds another course, and on average all customers from Facebook purchase 1.5 courses, then my customer lifetime value is $150, which gives me a $50 profit per customer (the CPA has not increased in this scenario).

Note that CLV is particularly important for subscription-based products because if one channel results in long-term customers with a higher CLV versus a larger payoff upfront but drastically worse long-term value, we would likely want to target the option with the greater long-term outlook.

1. Reviewing Funnel Metrics

Since most marketing is about getting the company brand and mission in front of customers, many times it is up to the internal product team to work on converting customers down the line.

So in marketing analytics, we focus on breaking that CPA number down a bit more into a funnel:

• How many people saw my Facebook ad?
• How many people clicked the ad and viewed the course landing page?
• How many people actually converted?

By reviewing the funnel metrics for CPA, we can learn which channels are the most efficient at turning ad impressions into conversions. This will also help us identify where we need to improve in the funnel.

2. Considering Multi-Channel Attribution

Everything we have covered so far assumes that we are evaluating each marketing channel individually. But actually getting the right data for situations in which it is possible a customer might have interacted with marketing material across several platforms and mediums is the hard part. To separate out the different influences, we are going to have to use tools like Mixpanel, Google Analytics, or internal data systems to measure attribution.

Attribution is defined as the way we allocate and tie a visitor to a marketing channel. And it is not easy. For example, we might see that a customer came from Facebook but then dropped off or got bored on my landing page before seeing a Google Ads campaign and finally converting. From all of this, we still have to choose a marketing channel to attribute the conversion.

If they saw a Facebook ad and didn’t convert but then came back and made a purchase from a Google Ads driven organic search, do we attribute it to Facebook Ads or Google Ads?

There are a few ways to allocate attribution when we run into multi-touch attribution issues:

• First touch attribution - This attributes the conversion to the first campaign, e.g., Facebook Ads for the above example.
• Last touch attribution - The conversion would be attributed to the last campaign, e.g., Google Ads.
• Regression model - This type of attribution model would be developed and may weigh the impact of both the Facebook Ads and Google Ads impression before deciding which deserves the attribution.

Many times we try to improve our marketing techniques by segmenting our paid channels by campaigns. For Google Ads I might run two campaigns: one targeting a certain demographic like younger users and another targeting older users.

If we can find the CPA and CLV by these demographics, we can then zero in on better ratios to target and optimize campaign performance.

3. Next steps

Analytics case studies are generally discussions. The above answer would show that you understand the fundamentals of marketing performance measurement. However, the interviewer may try to steer the question by asking follow-ups or providing new information. For instance, they might ask, “what if the goal had been different? How would the response change if the goal was brand awareness?” The interviewer will now evaluate how well you can pivot and adapt your thinking.

Marketing Analytics Case Study: Video Guide

Here’s a video guide on Marketing Analytics for Online Businesses:

Additional Marketing Analytics Case Study Questions

2. how would you determine how much a company should pay for advertisements on a third-party app.

Case study questions are vague by nature, and it is your responsibility to ask clarifying questions before you jump into an answer. With this case, there are a lot of questions you can ask like:

• How widely used is the app?
• Do we have any information about its user base?
• Are the advertisements click-based or impression-based?
• What placements does the app offer?
• What is the goal of the campaign? Awareness, sales, engagement, leads?
• Is there a target ROI for the campaign?

To best estimate possible costs, you would want to look at historical advertising data. What campaigns have the company run before? What were the funnel metrics for these campaigns, e.g. click-through rates and conversion rates? Besides those two questions, you would need to consider customer metrics like customer lifetime value, average order value, or lead-to-conversion rate.

With this information, you can begin to define the maximum CPC or maximum CPM for advertisements on the third-party app.

3. An e-commerce company is experiencing a reduction in revenue for the past 12 months. What would you investigate to understand exactly where the revenue loss is occurring?

To investigate the revenue decline, you have access to such information as:

• Date of sale.
• Amount paid by customers.
• Profit margin per unit.
• Quantity of item.
• Item category.
• Item subcategory.
• Marketing attribution source.
• Percent discount applied.

A question like this gets asked in marketing analyst interviews to determine if you can propose strong metrics to investigate a problem. You might start by investigating monthly revenue by marketing source, category/subcategory, or by the percent of the discount applied.

This analysis would help you understand if the decline is due to decreasing marketing efficiency, an overreliance on discounts, or if a particular category is declining. Another option would be to investigate changes in profit margin per unit, which could help identify if production costs are rising.

4. Use the provided data to calculate the overall advertising cost per conversion.

More context. You work for an e-commerce company that wants to invest in Facebook Ads. You learn that an ad placement is $0.05 per impression, and the click-through rate (click per impression) is 1%. Based on your historical data, you also know that you have an average of 2% conversion rate on your website.

With this question, model the data to help you calculate cost per conversion.

• 10,000 impressions (at $0.05 per impression) would cost $500.
• This would result in 100 clicks (because the CTR is 1% of 10,000 impressions).
• Therefore, the cost per click would be $5 ($500 ad spend / 100 clicks).
• Since our average conversion rate is 2%, 100 clicks would result in 2 conversions.
• Therefore, the cost per conversion would be $250 ($500 ad spend / 2 conversions).

5. How would you design an A/B test to utilize the marketing budget in the most efficient way possible?

More context. You want to test multiple new channels, including YouTube Ads, Google Search Ads, Facebook Ads, and direct mail campaigns.

Start with follow-up questions. You want to define what “efficient” means, you need to understand the total budget to ensure you could test each channel properly, you want to know about marketing performance to-date, and finally discover if any data exists.

With an A/B testing question, you should propose metrics for the test like:

• Confidence interval.
• Power (likelihood that the change will actually make a difference).
• Length of the test.

Similarly, you would also want to provide a high-level overview of how you would run the test, including gathering data, checking distributions and performing post hoc analysis.

Note: A/B testing questions are not widely asked in marketing analyst roles during their interviews. However, testing and marketing optimization questions are common. Therefore, a simpler version of this question might be: what metrics would you be interested in when testing new marketing channels?

More Marketing Analytics Interview Resources

Interviews for a marketing analyst role typically include a mix of data science SQL questions , product metrics questions, and sometimes, a data analytics takehome assessment , in addition to the marketing analytics case study. See our guides for more practice marketing analyst questions.

21 market sizing questions with answers (McKinsey, BCG, etc.)

If you’re preparing for a case interview at McKinsey, BCG, Bain, or another top consulting firm, you can expect to face a market sizing question. This could be something like “What’s the market size for take-away coffee in this country?” or “How many bottles of wine are sold in the U.S. every year?” 

The best way to get the hang of these questions is to practise them. To save you hours of research, we’ve collected 21 typical market sizing questions with good quality solutions and listed them below.

Here’s an overview of what we’ll cover:

• What are market sizing questions?
• How to prepare for market sizing questions

Click here to practise 1-on-1 with MBB ex-interviewers

1. what are market sizing questions.

Market sizing questions are typically asked at the beginning of consulting case interviews. They require you to perform rough calculations in order to estimate the size of a particular market without having any data available.

There are two types of market sizing questions. Most commonly, you'll be asked to estimate the value of a market - that is, to calculate its annual revenue. The market could be anything, from soft drinks to ping pong balls, and you’ll need to give an estimate of its annual worth (e.g £5 billion).

Alternatively, you may be asked to estimate the volume of a market - that is, to calculate the number of units sold (e.g 5 billion ping pong balls).

1.1 Why do companies ask market sizing questions?

Consulting firms tend to ask market sizing questions for two main reasons:

Firstly, it gives the interviewer the chance to see whether the candidate's basic mathematical and problem-solving skills are of a good standard, and whether they can use them quickly and logically in a pressure situation.

Secondly, consultants will often need to provide “guesstimates” and ball-park figures of market size while they’re talking to clients, be it on strategy cases or due diligence cases. Thus the ability to do a quick back of the envelope calculation, perhaps during or just before a client meeting, is of real practical value.

So, let’s take a look at some examples.

2. 21 market sizing questions and solutions

We’ve researched through the questions and solutions available online, and we’ve listed the best ones here for you, including links to video and written resources.

2.1 Medium-level questions

There's a whole list of examples below, but first let's work though an example together so that you can see how we recommend approaching a market sizing question.

2.1.1  How many t-shirts are purchased in New York City in a given year?

We always recommend using a  4-step framework.

Step 1: Ask clarification questions

Market sizing questions are usually ambiguous. Make sure you’re calculating the right numbers before you start. This also buys you some thinking time. You could ask:

• “Does this include NYC only (8m) or the greater metropolitan area (20m)?" 
• "Does 'shirts purchased' mean just in-store? Would an online purchase by someone in New York using a provider outside NYC count?"
• "Does this include sportswear, or is it restricted to regular-use t-shirts?”

Let’s imagine that in this case, the interviewer says they’re interested in NYC only. They clarify that online purchases can be included as long as the buyer is in NYC at the time of purchase, and that sportswear should be excluded.

Step 2: Map out your calculations

We always recommend telling your interviewer your approach to the problem before you start making calculations.  You could lay out these five steps:

• Estimate the population of NYC.
• Estimate the number of t-shirts the average man in NYC buys each year.
• Estimate the number of t-shirts the average woman in NYC buys each year.
• Adjust estimates for age group differences.
• Find average and multiply by population of NYC.

Hopefully the interviewer is on board with your approach, so you can get started.

Step 3. Round numbers and calculate

Calculation step 1: Estimate the population of NYC .

Let's imagine that you live in London. You know that London has about 8m inhabitants, and you think that NYC must be fairly similar.

Estimate: 8 million

New York is a fashion capital in a world of fast-fashion, and also a relatively wealthy city where people have disposable income for clothes shopping. These factors will push your estimates up.

Now, onto the trickier estimates. If you’re a man, start with men so you can use yourself as a base of reference. If you’re a woman, vice-versa. For argument's sake, let's say you're a man.

Calculation step 2: Estimate the number of t-shirts the average man in NYC buys each year.

You can tell the interviewer that here you're using personal experience to make assumptions. Let's imagine that tees are your main item of clothing and you buy around 4 per year. You might say that you think this might be a bit under the NYC average, as you’re not interested in fashion and don’t have much time for shopping. Also, you want to count t-shirts given to men by someone else (their partners, for instance), and so this increases your estimate slightly.

Estimate: 5 t-shirts per year.

Calculation step 3. Estimate the number of t-shirts the average woman in NYC buys each year.

Let's imagine that, drawing from personal experience, your perception is that women don’t wear t-shirts as often as men, but then again they tend to buy more clothes than men. You consider that they may also buy a lot of clothes for men, but as you've already mentioned, you counted these in the male estimate.

Estimate: 3 t-shirts per year.

Calculation step 4. Adjust estimates for age group differences.

You may want to consider children differently, because children go through a lot of clothes as they grow, make a mess of them, etc. However, you could also factor in that children often wear a lot of passed-on clothing (from siblings, etc). You could conclude that these factors balance each other out, and so 3 for girls and 5 for boys seems about right to you.

Calculation step 5: Find average and multiply by population of NYC.

Clearly, the average of 5 and 3 =  4.

4 x 8 million = 32 million.

Step 4. Sense check your results

Your calculations have been fairly simple, so there shouldn’t be any surprises. 32 million t-shirts sold per year in a population of 8 million? It seems reasonable.

You can give the interviewer your final answer:

Total number of t-shirts sold in NYC each year: 32 million

Now you've seen how to approach this type of question, have a go at the ones below.

2.1.2 Provide an estimate for the number of dentists currently working in the UK

2.1.3 Estimate the market size for sofas in the UK

How did you get on? We've listed some more helpful examples below.

2.1.4 More medium-level questions

• How many bottles of wine are sold in the US every year? ( video solution)
• Estimate the size of the European shoe market ( video solution from 07'22) 
• What is the market size for cars in the USA? ( video solution from 00'48)
• Estimate the market size for televisions in Poland ( video solution )
• How big is the golf club market in New York? ( written solution , scroll down a bit)
• What is the market for a coffee shop in Cambridge, England? (Bain: written solution )
• What’s the market size for take-away coffee in Paris? ( written solution )
• What is the market size for smartphones in Germany? ( written solution , scroll to section 2)
• How many bars of chocolate are sold in the US each year? ( pg 34 of book preview )
• How many coffins are sold in Los Angeles (USA) each year? ( pg 43 of book preview )

Remember, there is often more than one valid way of approaching a market sizing question, so if your solution is different to the ones we've linked to, it doesn't necessarily mean it's wrong. However, it is worth learning an approach that works and sticking to it.

2.2 Hard questions

You can't predict how difficult your market sizing question will be, and so you should be prepared for it to be a little bit more complex. Let's apply our   4-step framework   to a slightly trickier question.

2.2.1  Calculate the market size for weddings in the UK

Make sure of the actual number you need to calculate. You could ask the interviewer:

• “Are we talking volume (number of weddings) or value (amount spent on weddings)?"
• "If we’re talking value, do you want to take into account linked expenditure - stag and hen parties, engagement rings, etc - or are we just focusing on the cost of the actual wedding day itself?"
• “Are we including guest expenditure, or just how much the wedding day costs the hosts?”

The interviewer tells you that they want the total direct spend on the wedding day, including guest spending at the venue. They’re not interested in related spend such as hen parties and guest transport, etc.

Right, now you’re ready for the next step.

Here you could explain to the interviewer that you're going to do some segmentation. Why? Because although people can get married at any adult age, there is a huge difference in marriage rate between age groups.

To keep it simple, you could segment the population into age groups spanning 20 yo, and assume even population distribution across those. You can estimate the % of each segment to get married in a year, thus finding the total people getting married in the UK.

• Segment population and estimate % of each that will marry in a given year.
• Use % to calculate number of people estimated to marry in each segment, and add together to find total number of people marrying.
• Two people marry at each wedding, so we’ll halve the number of people marrying to find the number of weddings. 
• Estimate cost per wedding by estimating host spend and guest spend and adding together.
• Multiply total spend per wedding by the total number of weddings to find the market size.

You lay out this approach to the interviewer and hopefully they’re on board with it, so you can start calculating.

Step 3: Round numbers and calculate

Calculation step 1: Segment population and estimate % of each that will marry in a given year

If you've memorised your   cheat sheet , you know the UK population is roughly 70m. 

0-20 years - 17m (rounded from 17.5)

20-40 years- 17m

40-60 years - 17m

60-80+ years - 17m

You could tell the interviewer that you’re going to make some assumptions based on personal experience of living in the UK. (If you're from another country, base it on your own experience and adapt. E.g. if you're from the US you’ll decrease the percentages a little because you know that the UK is less religious than the US and therefore marriage rates should be lower.)

• 0-20 years: Most of this age group is below the legal age of marriage and even at legal age, it’s fairly rare for people to get married before 20 in the UK. You might calculate that it’s less than 1 in 100 - let’s say 0.5%.

So, 17m /100 = 170k / 2 =  85k. You round this to 90k.

• 20-40 years: You estimate that you have around 100 friends and relatives that you're on reasonably close terms with and probably just over half of these are in the 20-40 age group. You say that you tend to be invited to two weddings a year, with one of the newly weds coming from outside this pool:  you estimate that 3 people out of 60 in this age group marry each year -  that’s 5%. 

You already know that 0.5% is 90k. So you multiply by 10 to get to 5% =  900k.

• 40-60 years: You estimate that weddings in this age group are around one third as common as the 20-40 segment, perhaps a little more due to second marriages. You call it 2%.

90k x 4 = 360k

• 60-80 years: Probably not as rare as the first segment, given that all ages are applicable, but still fairly rare. You estimate 1%.

90k x 2 = 180k

Calculation step 2: Use % to calculate the number of people estimated to marry in each segment, and add together to find total number of people marrying.

TOTAL: 90k + 900k + 360k + 180k = 1.530m people getting married. You round it to 1.5m

Calculation step 3: Two people marry at each wedding, so you halve the number of people marrying to find the number of weddings. 

Divide 1.5m / 2  = 750k weddings per year.

Total number of weddings in the UK each year: 750k.

Calculation step 4: Estimate cost per wedding by estimating host spend and guest spend and adding them together.

You could tell the interviewer that from what you’ve heard in the media, the average wedding in the UK costs the hosts £20k.

You need to add guest expenditure. Estimating 70 guests at each wedding, you estimate an average spend of £30. 70 x 30 = £2.1k per wedding, rounding it to £2k.

So, total direct costs of the average wedding comes to 22k.

Calculation step 5: Multiply total spend per wedding by the total number of weddings = market size.

22k x 750k =   16.5 billion

Step four: Sense-check your results

It’s hard to have much sense of how many billions weddings should be worth. Instead, let’s check the calculation before that - the number of weddings in the UK:

750K weddings per year in a population of 70 million people, does that sound right?

Yes, it’s roughly 2% (1% doubled for the two people marrying) of the population marrying each year, which seems reasonable.

You confirm to the interviewer your estimate:

Total market size of weddings in the UK:   £16.5billion

In fact, you’re a little over. The current market size for UK weddings is around $9 billion, with fewer weddings than you estimated. But the interviewer will be evaluating you more on the logic of the thought process than on how close your final result is to the real one. 

Right, let's take a look at some more questions.

2.2.2 Calculate the market size for medical consumables in GP practices (solution from 01'12)

2.2.3 Estimate how many women in the USA play golf

(alternative answer: here )

• Estimate how many women in the USA play golf (solution from 04'45)

2.2.4 Calculate the adult disposable diaper market in the USA

2.2.5 More hard questions

• How many petrol stations are there in the UK? ( video solution from 06'16)
• What’s the market size for residential light bulbs in the US? ( written solution )
• What is the total number of automobile tires sold in the US every year? (written solution)
• What is the size of the sandwich market in India? ( written solution , scroll down halfway)

The 21 questions we've included in this article should be a great resource for you when you need to practise market sizing questions. But what else should you be doing to prepare for them?  Let's take a look.

3. How to prepare for market sizing questions

The questions and calculations we’ve gone through here aren’t rocket science, but they require a calm head and can be tricky to pull off smoothly in a high-pressure situation. And of course, they’re even trickier if you’re not used to answering them!

However, if you prepare using the simple steps below, you should put yourself in a great position to crack them. Here we go:

3.1 Learn a framework

Having a framework will help you structure your answer logically and minimize your potential for mistakes. We recommend using the framework we laid out in the two solutions we walked you through above. See it in more detail in our ultimate guide to market sizing.

3.2 Memorise some basic data

Market sizing questions are not general knowledge or "lucky guess" tests, and you’re not expected to be able to quote all sorts of population demographics and industry stats.

That said, to make a good impression, we recommend brushing up on some basic facts such as the rough population of the country you’re interviewing in. In our ultimate guide to market sizing, we've put the most important data all together for you in a cheat sheet.

3.3 Practise on your own

Once you’ve learned the framework, we recommend answering lots of questions until the approach starts to come naturally. The question list in section 2 above is, as far as we can tell, the best resource available in terms of lists of questions and solutions.

We also recommend talking through your calculations out loud. This may sound strange, but it will help you be more methodical and will significantly improve the way you communicate your calculations during an interview.

3.4 Practise with experts

Of course, it's impossible to replicate a consulting case interview situation on your own. Practising with friends can really help , but if you really want the best possible preparation for personal experience interview questions, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock interviews 1-on-1 with ex-interviewers from MBB firms. Learn more and start scheduling sessions today.

Further reading: Best interview coaching services 2023

28 Case Study Examples Every Marketer Should See

Published: March 08, 2023

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, we’ll go over the definition of a case study and the best examples to inspire you.

What is a case study?

A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.

There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

Fill out the form below to access the free case study templates.

Free Case Study Templates

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

You're all set!

Click this link to access this resource at any time.

There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.

Marketing Case Study Examples

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot

What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

Key Learnings from the HubSpot Case Study Example

• Give the case study a personal touch by focusing on the CEO rather than the company itself.
• Use multimedia to engage website visitors as they read the case study.

2. " The Whole Package ," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.

Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.

Key Learnings from the IDEO Case Study Example

• Split up the takeaways of your case studies into bite-sized sections.
• Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.

3. " Rozum Robotics intensifies its PR game with Awario ," by Awario

In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."

The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.

Key Learnings from the Awario Robotics Case Study Example

• Create a table of contents to make your case study easier to navigate.
• Include a bulleted list of the results you achieved for your client.

4. " Chevrolet DTU ," by Carol H. Williams

If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.

They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.

Key Learnings from the Carol H. Williams Case Study Example

• If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
• Use a mixture of headings and subheadings to guide users through the case study.

5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl

Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.

Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.

Key Learnings from the Fractl Case Study Example

• Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
• Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.

6. " The Met ," by Fantasy

What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.

Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.

If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.

Key Learnings from the Fantasy Case Study Example

• You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
• Include a CTA at the bottom inviting visitors to contact you.

7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie

If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.

Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.

Key Learnings from the App Annie Case Study Example

• Feature quotes from your client at the beginning and end of the case study.
• Include a mention of the product right at the beginning and prompt users to learn more about the product.

8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google

Google takes a different approach to text-focused case studies by choosing three different companies to highlight.

The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.

Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.

Key Learnings from the Think with Google Case Study Example

• A case study doesn’t need to be long or complex to be powerful.
• Clear data points are a quick and effective way to prove value.

9. " In-Depth Performance Marketing Case Study ," by Switch

Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.

The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.

The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.

Key Learnings from the Switch Case Study Example

• If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
• Close with a CTA page in your case study PDF and include contact information for prospective clients.

10. " Gila River ," by OH Partners

Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.

And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.

Key Learnings from the OH Partners Case Study Example

• Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
• Always close out with your achievements and how they impacted your client.

11. " Facing a Hater ," by Digitas

Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.

Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.

Key Learnings from the Digitas Case Study Example

• If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
• Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.

12. " Better Experiences for All ," by HermanMiller

HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.

What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.

HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.

Key Learnings from the HermanMiller Case Study Example

• Close out with a list of products that users can buy after reading the case study.
• Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.

13. " Capital One on AWS ," by Amazon

Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.

This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.

Key Learnings from the Amazon AWS Case Study Example

• Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
• Consider including external articles as well that emphasize your client’s success in their industry.

14. " HackReactor teaches the world to code #withAsana ," by Asana

While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.

For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."

Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:

"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."

Key Learnings from the Asana Example

• Include quotes from your client throughout the case study.
• Provide extensive detail on how your client worked with you or used your product.

15. " Rips Sewed, Brand Love Reaped ," by Amp Agency

Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.

Key Learnings from the Amp Agency Example

• Open up with a summary that communicates who your client is and why they reached out to you.
• Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.

16. " NetApp ," by Evisort

Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.

This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.

Key Learnings from the Evisort Example

• Place the focus immediately on your client by including a snapshot of their company.
• Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.

17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight

Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.

Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.

The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.

Key Learnings from the Cloudflight Case Study Example

• Don’t be afraid to get technical in your explanation of what you did for your client.
• Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.

18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel

If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.

Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.

Key Learnings from the Textel Case Study Example

• Include your client’s ROI right in the title of the case study.
• Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.

19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo

In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.

Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.

Key Learnings from the Happeo Case Study Example

• Consider writing the entirety of the case study from the perspective of the customer.
• Include a list of the features that convinced your client to go with you.

20. " Red Sox Season Campaign ," by CTP Boston

What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.

At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.

Key Learnings from the CTP Case Study Example

• Include a video in the heading of the case study.
• Close with a call-to-action that makes leads want to turn into prospects.

21. " Acoustic ," by Genuine

Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.

The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.

• You don’t need to write a lot to create a great case study. Keep it simple.
• Always include quantifiable data to illustrate the results you achieved for your client.

22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio

Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.

Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.

The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.

Key Learnings from the Apptio Case Study Example

• Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
• Include the takeaways from the case study right at the beginning so prospects quickly get what they need.

23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk

Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."

The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.

Key Learnings from the Zendesk Case Study Example

• Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
• Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.

24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot

Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.

This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .

Key Learnings from the Biobot Case Study Example

• Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
• Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.

25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner

You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."

Key Learnings from the Gartner Case Study Example

• Feel free to keep the case study short.
• Include a call-to-action at the bottom that takes the reader to a page that most relates to them.

26. " Bringing an Operator to the Game ," by Redapt

This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.

The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.

Key Learnings from the Redapt Case Study Example

• Highlight the turning point for both you and your client during the solution-seeking process.
• Use the same structure (including the same headings) for your case studies to make them easy to scan and read.

27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso

Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.

Key Learnings from the Convoso Case Study Example

• List the results of your work right at the beginning of the case study.
• Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.

28. " Ensuring quality of service during a pandemic ," by Ericsson

Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.

For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.

Key Learnings from the Ericsson Case Study Example

• Link to product pages throughout the case study so that readers can learn more about the solution you offer.
• Use multimedia to engage users as they read the case study.

Start creating your case study.

Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.

A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.

Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.

Don't forget to share this post!

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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.

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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 .

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