Case Study Interview Prep

Part 1

Before We Started (The "Before" Picture)

Tell me a bit about your business. What do you do, who do you serve, and how long have you been at it?
Before we started working together, how were you getting new customers? What was your main source of leads?
What was your biggest frustration with your marketing or lead generation before this? Think: wasted money, inconsistent leads, no follow-up system, website not converting, etc.
When a lead came in (phone call, form, email), what happened next? Did you have a system, or was it more "get to it when I can"?
How many leads do you think you were losing before we put these systems in place? Even a rough guess.

Part 2

What We Did Together (The Build)

What made you decide to work with me on this? What was the tipping point?
We touched a lot of things: your website, calls-to-action, content, CRM, database reactivation, the QR code for the trade show, and email/SMS nurture sequences. Which of those surprised you the most in terms of impact?
The trade show brought in 40+ new contacts through the QR code system. What was that experience like compared to previous trade shows?
How did the database reactivation go? Did you hear back from past customers you hadn't talked to in a while?
Was there anything about the process that was easier (or harder) than you expected?

Part 3

After (The Results)

Now that everything is up and running, what does your lead flow look like compared to before?
Have you closed any deals or booked any jobs directly from these systems? Any specific wins you can share? Dollar amounts are great if you're comfortable. Even "a few jobs" or "more than before" works.
How has having a real follow-up system changed things for you day to day?
What do your customers say about the new website or the communication they're getting from you now?
If you had to pick the single biggest change this has made for your business, what would it be?

Part 4

For Other Contractors Watching This

If another contractor told you "I don't need this stuff, I get all my work from word of mouth," what would you say to them?
What would you tell a contractor who's on the fence about investing in their marketing systems?
Is there anything else you want to add that I didn't ask about?

A few tips for the interview: Just be yourself. Speak naturally, like you're telling a buddy about it. Specific numbers and stories are more powerful than general statements. If you can think of one or two specific moments where you thought "wow, this is actually working," those make great stories. The whole thing should take about 20 to 30 minutes.