Guide to customer cases
1 min read
How to run a customer-case interview and package it into blog, social, video, PDF, or web-page formats.
LiveVersion 1.0Updated 2025-01-13Relevant to Incumbent banks, Challenger banks, Accounting platforms, Payment providers & acquirers, Fintechs, Marketplaces & e-commerce
This is a methodology guide: interview questions, process, and five packaging formats (blog, social, video, PDF, web page), not a finished case study. No real customer case studies exist in the toolkit yet. Use this guide to produce your own from a real customer once you have one to feature; do not substitute placeholder quotes or invented outcomes.