Marketing and measurement
Generator case-study questions that explain the result
Use neutral questions to learn what changed and what is still unknown. Keep client stories tied to real dates and work.
Ask case-study questions in order: what changed, what each team did, which results were known and what was still open. Name the period before asking for totals.
Use open questions. Agree recording and public use first. The aim is an accurate story, not a forced compliment.
On this page
Set the scene before the result
Ask what the firm did before the change. Which jobs did it want? Which sources already brought leads? How much extra work could the crew take?
Name the period you are discussing. Ask whether the person has records ready or is giving a rough memory. Keep those answers distinct in your notes.
- What problem were you trying to fix?
- What did your team change?
- What work did the provider do?
- What else changed during that period?
Walk through the sales steps
Ask for one stage at a time. “How many new enquiries?” is a different question from “How many jobs were finished?”
Check who called the leads, how visits were set and who followed up quotes. Ask about missed visits and jobs that did not fit. This keeps the story from becoming a highlight reel.
If the person gives a rate, ask what the count is based on. A close rate from home visits is not the same as a rate from all form fills.
Ask what happened later
Some jobs and payments may still be open. Ask what was known at the interview date. Do not invite the person to treat a forecast as a result.
Follow a headline with a count question
When a guest gives a rate, ask for the two counts and the stage they refer to. When they give a sales total, ask whether it means accepted work, billed work or cash received.
If they do not know, keep that gap. You can still write a useful lesson about the work they described.
Read the draft back for accuracy
Send the proposed public facts through the agreed review process. Ask the person to check the words, dates and scope. Do not make approval depend on praising the service.
Keep the original source and approved use together. If an answer is thin, write a smaller story. A clear lesson about crew time or follow-up can be useful without a dramatic revenue headline.
The goal is a record another installer can understand, not a script that steers the guest to your preferred claim.
Watch and learn
Ask about the job and the experience
The example starts with a few plain questions. Your case interview also needs dates, clear counts and permission for the exact use.
Selected section: 2:55–3:50.
This is a clip from an older lesson. Use the steps on this page for the current task. The full video may include old offers or advice.
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Sources and further reading
Sources checked .
