In this episode of De-Stress Your Business, Alexis Kingsbury explores how professional services firms can easily create compelling case studies using AI.
Despite the value of case studies, firms often avoid them due to the time and effort required. Alexis introduces a streamlined approach using a simple checklist and AI prompts to convert rough notes into polished case studies.
Learn the steps to gather essential information, prompt AI for drafting, and finalize case studies efficiently, enabling even junior staff to handle the task.
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Helpful resources:
- Accountancy Playbook - Win More Ideal Clients: https://discover.airmanual.co/resources/win-more-ideal-clients
- Alexis speaking at Accountex 2025: https://www.accountex.co.uk/london/event/how-to-get-the-best-out-of-your-people-even-if-theyre-terrible/
- Example of a case study created using this approach: https://airmanual.link/case-study/tennick
- More Playbooks: https://www.airmanual.co/resources
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