Case Study Content Interview
About this template
This template helps content teams collect the information needed to write a well-supported case study. It covers the client’s original challenge, the solution and implementation experience, measurable and qualitative results, approved claims, confidentiality needs, quote attribution, and supporting materials. The responses create a clear foundation for a story that is accurate, useful, and ready for review.
Who it’s for
- Content marketers preparing client case studies
- Copywriters gathering source material before drafting
- Agencies documenting project outcomes with clients
- Professional-service firms seeking credible proof of results
When to use it
- After a project has produced outcomes worth documenting
- Before interviewing a client for a published success story
- When case study claims need evidence and approval
- When confidentiality, anonymity, or quote attribution must be clarified
Customization tips
- Add questions tailored to your service, industry, or project type.
- Include your preferred approval workflow and publication timeline.
- Ask for metrics that align with the outcomes prospects care about most.
- Add a consent field if you need formal permission to publish names, quotes, or assets.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Case Study Content Interview
Your starting point
Set the scene for the work before we began.
A little context helps us tell a clear before-and-after story.
Focus on the challenge that mattered most.
Share the outcomes that guided the project.
Choosing a partner
Help us explain why this approach and our team were the right fit.
This might include expertise, timeline, budget, support, features, or a particular way of working.
Share the factors that gave you confidence in the decision.
The work in practice
Tell us how implementation unfolded and what made the difference.
Keep this focused on the parts of the work that had the greatest impact.
We are especially interested in communication, pace, support, and adoption.
Honest detail makes the story more useful and credible.
This helps set realistic expectations for readers.
Results and evidence
Capture the outcomes we can support with clear examples or data.
Include both practical and strategic improvements where relevant.
Enter one headline number only; you can explain the measure in the next question.
Include the metric, time period, and comparison point if known.
Please only share results you are comfortable having us substantiate.
This can be qualitative if it is specific and accurate.
Your perspective
Your words help bring the experience to life.
We may lightly edit for length and clarity while preserving your meaning.
This can help readers understand how to approach a similar project.
Accuracy and confidentiality
Tell us what we can state and what needs care.
Please include any exact wording that must be used for a claim.
We will use this to protect sensitive information while drafting.
This is separate from permission to publish the finished story.
Provide the name and role you are comfortable having appear with the quotation. Leave blank if no attribution is wanted.
Supporting materials
Share any source materials that will help us verify and illustrate the story.
Please add relevant reports, screenshots, charts, photos, presentations, or approved brand assets.
Optional: share a link to a folder, dashboard, or published page we should reference.
