Home Friday Recording #50 Managing Difficult Teams & Leaders, Case Study AI Creation

#50 Managing Difficult Teams & Leaders, Case Study AI Creation

by Mary Green
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Zoom Chat: GMT20230929-175648_RecordingnewChat

Call Transcript: 50_Managing_Difficult_Teams_Leaders_Case_Study_AI_Creation

Mary’s Comments

We discussed one of my favorite topics: DATA, more specifically about the lack of clean data, access to data, or having support in getting the data we often need to work more effectively with our customers.

One way to overcome the lack of data (or access) is to collect our own data, often in onboarding customers into our programs.

We can also ask customers questions when we have access to them, and segment them based on the types of advocacy they are likely to complete.

AI: We discussed AI tools that some of our more adventurous members have explored for creating communications for customers and summarizing data (without jeopardizing privacy).

Case Study Outsourcing: Finally, we discussed a few options for outsourcing case studies and how much you should pay for these case studies.


In the episode, several pieces of advice were given in response to the various topics discussed. Here are some of the key advice points:

1. When working with difficult teams and leaders, it is important to determine their goals and determine how to contribute to their success. Building rapport and having conversations with other teams can be helpful in overcoming challenges.

2. Utilize resources like Ashley Ward’s masterclass on working with other teams to gain insights and strategies for collaboration.

3. Consider using tools like Cast Magic that can summarize and transform calls into chat GPT-like conversations, which can be valuable for creating podcast content.

4. struggling to find copyright-free images can be frustrating when creating presentations or content. Explore tools like MidJourney, which offer legally usable images and provide prompts for generating high-quality visuals.

5. If faced with limited information about contacts in your database, consider implementing onboarding processes to gather more data and better understand your target audience.

6. Building relationships with customers and gaining insights from them is crucial. Engaging with a few customers can provide valuable information about their preferences and desires.

7. When it comes to writing case studies, follow a structure of challenge, solution, and outcome. Consider seeking external help, such as agencies, if internal staff lack the time and bandwidth for case study creation.

8. In job searching and resume improvement, reaching out to connections and having conversations can be beneficial, even if you believe your resume is good. The market and employers’ preferences are constantly changing, so it’s important to stay updated.

9. Embrace data from customer calls, such as using Gong data, to gather insights for creating case studies or templates for future use. Explore how companies like Audible and Dito are leveraging data in their practices.

10. Continuously research and stay updated on the evolving processes and best practices for case study creation.



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