The Best Questions to Ask Your Clients in a Professional Services Case Study Video Interview

by | Feb 29, 2024 | Production Tips | 0 comments

If you’re a professional services business looking to create effective case study video interviews with your clients, it’s important to ask the right questions.

By doing so, you can not only capture compelling stories that illustrate your value proposition but also inform your own business practices.

In this article, we’ll share some of the best questions to ask your clients during a professional services case study video interview to help you create videos that engage your audience and effectively showcase your clients’ experiences.

Understand the Client’s Business by Asking About Their Company, Role, and Industry Challenges

Before getting into the solution, it’s important to understand the client’s business. Ask them to describe their company, their role within it, and the challenges faced by their industry.

This helps you frame the interview within a wider context and gives you a better understanding of the specific challenges your client is facing.

Investigate Pre-solution Processes, Their Pain Points, and Why Previous Solutions Failed

Knowing about the pre-solution processes, pain points, and previous failed solutions helps you shape the success story.

Follow up with open-ended questions to learn about any challenges encountered, how they tried to resolve them and how they found your services.

Explore the Decision-making Process, Including Discovery, Search Duration, and Choice Factors

Ask them to describe the decision-making process that led them to your company. This could include how they first discovered your services, how long their search took, and what factors ultimately led to their choice to engage with your company over other service providers.

This insight can help you better understand your clients’ thought processes and refine your own marketing strategies.

Discuss Product or Service Implementation, Usage Specifics, Beneficial Features, and Employee Feedback

Now it’s time to dive deeper into the actual solution. Ask your clients to describe the implementation process, any usage specifics, and what they found to be the most beneficial features of your products or services. Also, ask about employee feedback:

  • Did your services change their daily work activities?
  • What did they like about the new system, and how it helped them thrive?

Assess Outcomes, Focusing on Measurable Results, Key Performance Indicators (KPIs), and Business Changes Since Using Your Service

The key metric of success in a case study video is to demonstrate the outcomes of your client’s experience. While soft factors such as satisfaction and motivation are important, measurable outcomes and relevant KPIs deliver solid proof of achievement.

Ask about improvements to business operations, cost savings, and how the original problem was solved by using your service.

Ask About Customer Satisfaction, Future Collaboration Likelihood, and Service Improvement Suggestions

Finally, wrap up the interview with more open-ended questions. Ask about the client’s overall satisfaction with your services, whether they would recommend you to others, and their likelihood of future collaboration or contract renewal.

Also, asking for improvement suggestions is a great way to show your clients you value their input to improve the service and provide an excellent experience.


A professional services case study video interview is an effective way to showcase your client’s experience and provide potential customers with an understanding of what you can do for them.

By using our tips, you’ll be able to ask the right questions and create engaging videos that inform, educate, and persuade. Remember to always keep the conversation authentic and aim to tell a compelling story about your clients.

The goal is to create a successful and powerful narrative that shows your services are the best choice for potential customers.

If you’re finding it difficult to capture an effective interview from your case study clients, book a strategy call or get in touch on 01225 970242.