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Case Prep

July 27, 2026 · 6 min

Clarifying Questions: The First Ninety Seconds of a Case

Before the framework, before the math, there's a small window that shapes everything after it. Most candidates waste it or skip it. Here's how to use it.

Hand-drawn question marks converging into one sharpened arrow

What the Opening Window Is For

After the prompt, you're expected to play back your understanding and ask a small number of questions before structuring. This window exists because real engagements begin the same way: the stated problem is rarely the precise problem, and scoping errors compound silently.

The window is short—two or three questions, ninety seconds. It is not for gathering data, testing hypotheses, or delaying the framework. It's for making sure the structure you're about to build points at the right target.

  • Play back the prompt in your own words before anything else
  • Two or three questions is the norm; five reads as stalling
  • The goal is aiming the structure, not collecting data early

Question One: The Objective, Made Measurable

The highest-value clarification is almost always the objective: 'When you say the client wants to improve profitability—is there a target, and by when?' The difference between 'stop the decline this year' and 'double margin in five years' produces entirely different trees.

Also surface hidden objectives. Owners may care about sale value, family control, or headcount protection as much as profit. One question—'beyond the financial goal, are there constraints or other objectives I should respect?'—covers it.

  • Convert the goal into a number and a deadline whenever possible
  • Ask once about non-financial objectives and constraints
  • Different targets legitimately produce different frameworks

Question Two: Scope and Definitions

Confirm the boundaries: which geography, which business unit, which time frame? And pin any word in the prompt that could mean two things. 'Declining sales'—units or revenue? 'The European market'—EU, or the continent? Interviewers plant these ambiguities deliberately.

A scope question can also reveal the case's shape early. Asking 'is the decline company-wide or concentrated somewhere?' sometimes earns a data point that focuses your entire structure—a legitimate, encouraged move.

  • Pin geography, segment, and time frame explicitly
  • Define any term with two possible readings—units vs. revenue is the classic
  • Scope answers often carry free information; listen for it

Question Three: The Business Model, If Unfamiliar

If the client's industry is unfamiliar, one honest question—'how does this business primarily make money?'—beats pretending. A candidate who confirms that an airline earns disproportionately from loyalty programs, or that a razor company lives on blades, structures better than one bluffing on assumptions.

Keep it to one question. The interview tests structured thinking on imperfect information, not industry knowledge; asking for a briefing signals discomfort with exactly the ambiguity consulting is made of.

  • One business-model question is honest; three is a briefing request
  • Revenue model misconceptions poison otherwise sound structures
  • Unfamiliarity is expected—handling it gracefully is the test

How to Ask Without Stalling

Delivery matters. Bundle the playback and the questions into one fluid moment: 'So we're helping a mid-size brewer reverse a two-year profit decline—before I structure, three quick things: is there a target and timeline, is the decline concentrated in any region, and do they own distribution?' Then stop talking and write down the answers.

The anti-pattern is fishing: vague questions ('can you tell me more about the company?') that outsource thinking to the interviewer. Every question should have a reason you could state—if asked 'why do you want to know?', the answer should be ready.

  • Bundle playback plus questions into one confident beat
  • Every question needs a stateable reason—no fishing expeditions
  • Write the answers down; they will reappear in your synthesis

When the Answer Is 'Assume Whatever You Like'

Sometimes the interviewer deflects: 'good question—assume what you think is reasonable.' This is an invitation to demonstrate judgment. State your assumption, give a one-line justification, and flag that you'd validate it: 'I'll assume the target is restoring the historical eight percent margin within two years.'

Deflections are also information: the interviewer is telling you that dimension isn't where the case lives. Note it, assume sensibly, and move your attention elsewhere.

  • Deflected question → state an assumption with a one-line rationale
  • Flag assumptions as provisional; revisit if evidence contradicts them
  • A deflection often signals that the case's center lies elsewhere