Collect the story before trying to write the proof.

Practical guide

Use this workflow before choosing another tool.

Service providers and marketers preparing customer stories and needing interview questions before writing a case study. The useful move is to turn that search into a small operating decision: what gets captured, who reviews it, what copy is safe, and what should stop before it reaches a customer.

A useful case study interview asks about the before state, why the client chose the service, what changed, and what can be published with permission. Treat the template below as a starting point for review, not as final external copy. The buyer still needs to adapt it to their business, product, policy, tools, consent rules, and support boundaries.

1. 01Before: problem, constraints, failed attempts, and decision pressure.
2. 02During: work performed, client role, timeline, and collaboration notes.
3. 03After: observable changes, useful outputs, and remaining caveats.
4. 04Permission: name, company, role, quote approval, and private details to exclude.