Library/Account Management & Customer Growth/Customer Advocacy & Reference Development/Customer Case Study Interview Ten Questions
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Customer Case Study Interview Ten Questions

Generate a structured set of ten interview questions to draw out the proof points needed for a compelling customer case study.

About this prompt

This prompt generates ten interview questions a CSM or AM can use when sitting down with a customer to capture their success story. It's designed to surface quantifiable outcomes, before-and-after context, and decision-making narrative that makes case studies credible. Use it when a customer has agreed to participate and you want to walk in prepared, not improvising.

The prompt

Write a set of 10 questions for a customer case study interview with [FILL IN customer name] at [FILL IN company]. Questions should surface: (1) the before state (problem + cost), (2) why they chose u
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Variables to replace

FILL IN CUSTOMER NAME | FILL IN COMPANY

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatAM, CSM, AE
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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