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Interviewing clients for a case study:
Documenting the process as it happens will also make it easier for the marketing team to get access to customers for an interview. They will already be in regular communication with your sales or customer service teams, so they are likely to get back to you for an interview in a timelier manner.
A phone interview is the best way to gather a customer’s genuine feelings about working with your company and the results you delivered. You’re also more likely to get quotes that show off the customer’s personality to make your case study original and more interesting.
While you want to capture the customer’s genuine reaction, help them prepare by sending a list of questions before the interview. This will help them reflect on their experience and prepare better an- swers that illustrate the process.
First Name
Last Name
Title/Role in the Organisation
Email
Contact Number
Company Name
Industry:
Industry
Healthcare
Finance
Educational
Technology
Trade
Retail
Mining
Transport
Other
Location:
Location
Gauteng
Kwa-Zulu Natal
Western Cape
Eastern Cape
Northern Cape
North West
Mpumalanga
Limpopo
Free State
Other
The Challenge:
Main Issue
Factor
How did you find our company?
Why did you choose to work with us?
In your perspective, how we are different from competitors?
The Challenge Summary:
Challenge
The Goal:
What were your goals in working with us?
Describe the process of working with us.
What were the highlights of working with us?
Were there any pleasant surprises you experienced during the process?
The Goal Summary:
Goal
The Solution:
Solution
The Results:
What were the results? (Include a general interview as well as specific metric)
Did these results solve your initial challenge?
How did working with our company change and improve your business?
Why would you work with us again?
What would you tell others about our company if they have never heard of us before?
The Results Summary:
Results
Extra Comments:
Extra Comments
How would you rate Sithabile Technology services out of 10?
Rating
1
2
3
4
5
6
7
8
9
10
Is the client willing to participate in a phone interview?
Rating
Yes
No
Send
Title
First Name
Last Name
Email
Contact Number
Company Name
Your Industry
Industry
Healthcare
Finance
Educational
Technology
Trade
Retail
Mining
Transport
Other
Your Location
Industry
Gauteng
Kwa-Zulu Natal
Western Cape
Eastern Cape
Northern Cape
North West
Mpumalanga
Limpopo
Free State
Other
Opportunity
How did this opportunity arise and how did you first make contact- phone, email, LinkedIn etc?
Opportunity
Phone
Email
Social Media
Website
Customer
Who (at the customer – Position) did we engage with initially?
Reason
What was the REASON WHY they were looking for a Solution?
Pain Points
What were the customer’s specific pain points that Sithabile could solve and how did you discover them?
Timelines
How long before we were given an opportunity to present our solution.
Presentation method
How did we present the solution?
Presentation
Powerpoint
Live Demo
Video
Casual Chat
Solution
What solution(s) did we present to solve the identified (and agreed) pain points?
How did we differentiate our solution and demonstrate the business value of our solution from the competition and convince the customer that it was the best solution for their needs?
Did we use any specific metrics or financial analysis to quantify the benefits?
Did the client actually confirm we were the best alternative (what was our competitive position)
Did you uncover the Personal Value of the Power person (the most influential decision maker)?
Who was involved in the Decision-Making process (all stakeholders) and did we have a Mutual Plan with steps for both sides to complete?
Solution
How did we establish trust and credibility with the customer? Did we use any specific techniques or strategies to build rapport?
How did we handle objections or concerns raised by the customer during the sales process?
Did the customer ask for alternative solutions or adjustments to the initial solution presented?
Did the customer query pricing?
Did we adjust pricing?
What were the key factors that led the customer to ultimately choose our solution over the competition?
How long was the entire sale process - from initial engagement to signed contract?
Outcomes & results
Every backup solution is different. But with Sithabile Technology we offer a solution that is personal to your company needs.
Please share your results from using Sithabile Technology services
How would you rate Sithabile Technology services out of 10?
Rating
1
2
3
4
5
6
7
8
9
10
A phone interview is the best way to gather a customer’s genuine feelings about working with your company and the results you delivered. You’re also more likely to get quotes that show off the customer’s personality to make your case study original and more interesting.
Is the client willing to participate in a phone interview?
Interview Consent
Yes
No
Send
