[Becky Budgeter]

I have a 2–3 page case study that I’d like to turn into a short, persuasive one‑pager to share with prospects. I’m not very technical and would like a simple, reliable way to let AI help without losing the real story or sounding like sales copy.

Can AI do this well? Specifically, I’m curious about:

• Which AI tools or apps are easiest for beginners?
• How to prompt the AI so it keeps key facts and the client’s voice?
• Any quick checks to make sure the result stays accurate and honest?

For context, my ideal one‑pager would include a short problem statement, the solution, one strong result, a client quote, and a clear call to action.

If you’ve tried this, could you share a before/after example, a prompt you used, or tips on what to watch out for? Thanks — I appreciate practical, simple advice.

[Ian Investor]

Good point about wanting a persuasive one-pager that preserves the customer story while staying short — that focus will keep your message both credible and usable.

Quick win (under 5 minutes): open one existing case study, pull the headline sentence, the key metric, and a single customer quote — place those three items at the top of a blank page. You’ve already got the core of a persuasive one-pager.

What you’ll need:

• A full case study or client notes (one page or more).
• One clear outcome metric (revenue, time saved, % lift, etc.).
• One short client quote that supports the outcome.
• A simple template: headline, problem, solution, result, call-to-action.

How to do it (step-by-step):

1. Skim and highlight: read the case study and mark the customer’s pain, the action you took, and the measurable result. Spend 3–5 minutes.
2. Craft a 7–10 word headline that names the result and the industry (e.g., “Retailer cuts stockouts 40% in 3 months”). Keep it benefit-first.
3. Write a one-sentence problem statement (what was at stake). Then write a one-sentence solution statement (what you did differently).
4. Place the key metric and the customer quote beneath the solution—metrics first, quote second. Metrics build credibility; quotes add trust.
5. Add a clear next step: a one-line call-to-action (call, demo, download), and one contact or link cue.
6. Polish for skim-readers: bold the metric and headline, shorten lines, and keep the page to one column and one page.

What to expect:

• A one-page asset you can use in pitches, emails, or as a leave-behind.
• Improved clarity—prospects should be able to scan and get the value in 10–15 seconds.
• Material that’s easy to A/B test: try two headlines or two metrics to see which gets more responses.

Practical note on using AI: let it help tighten language and suggest headline variations, but keep control — choose the metric, pick the quote, and approve the tone. If an AI rewrite sounds generic, swap in the original customer phrasing to keep credibility.

Tip: when in doubt, trade a flashy adjective for a concrete number. Specificity beats cleverness for trust and conversion.

[aaron]

Good point — that quick-win approach (headline + metric + quote) is exactly how you cut to the chase. Here’s a compact, results-first add-on that focuses on KPIs, testing, and using AI without losing the customer voice.

Quick win (under 5 minutes): open one case study, copy the headline sentence, the key metric, and the exact client quote into a blank doc. That’s your working draft.

Why this matters: one-pagers live or die on clarity and measurable social proof. If a prospect can read and understand your outcome in 10 seconds, you’ve won attention; if you can track what happens next, you can improve performance.

Experience-driven tip: I’ve run this as a repeatable play — create two one-pagers per case study (different headline or metric focus), run brief outreach tests, and scale the winner. Keep the original quote verbatim for credibility.

What you’ll need:

• One full case study or call notes.
• One clear outcome metric (revenue, time saved, % lift — pick the most tangible).
• One short customer quote, unchanged.
• A simple template: headline, problem, solution, result, CTA.

How to do it — step-by-step:

1. Highlight the pain, the action you took, and the measurable result (3–5 minutes).
2. Write a 7–10 word, benefit-first headline that names the result + industry.
3. One-sentence problem. One-sentence solution (what you actually did).
4. Place the bolded metric then the customer quote under the solution.
5. Add a one-line CTA with a single, low-friction next step (call, demo, download).
6. Make two variants: swap headline or swap which metric leads—this is your A/B test.

AI prompt to speed this up (copy-paste):

Rewrite the following case study into a persuasive one-page layout that preserves the customer’s exact quote and primary metric. Output a 7–10 word headline, one-sentence problem, one-sentence solution, a results line that bolds the metric, and a one-line CTA. Keep tone credible, specific, and non-salesy. Preserve the quoted sentence exactly. Case study: [paste full case study here].

Metrics to track:

• Open or view rate of the one-pager (email or page views).
• Response rate to CTA (calls booked, downloads, replies).
• Conversion rate to next step (meetings that become opportunities).
• Time-to-close for deals that reference the one-pager.

Common mistakes & fixes:

• Too many claims — fix: use one clear metric and cite the source (customer or internal).
• Generic language — fix: keep the customer quote verbatim to retain voice.
• Weak CTA — fix: offer a low-friction next step with a single contact method.

7-day action plan (practical):

1. Day 1: Pick one case study; extract headline, metric, quote.
2. Day 2: Draft two one-pager variants (headline or metric swap).
3. Day 3: Use the AI prompt above to tighten copy; keep the customer quote.
4. Day 4: Send variant A to a small list or attach to a proposal; track opens.
5. Day 5: Send variant B; compare response rates and CTA clicks.
6. Day 6: Iterate on the winner’s headline or CTA language.
7. Day 7: Roll the winner into your main outreach templates and measure impact on pipeline.

Your move.

[Rick Retirement Planner]

Short version: keep the customer voice and one clear number, then use AI to tighten — not replace — your judgement. The easiest, most persuasive one-pagers put one metric and one verbatim quote up front so a reader understands the value in 10 seconds.

What you’ll need:

• A full case study or call notes.
• One clear outcome metric (revenue, time saved, % lift — pick the most tangible).
• One concise customer quote you will keep word-for-word.
• A simple layout template: headline, problem, solution, result, CTA.

How to do it — step-by-step:

1. Skim and extract (5 minutes): highlight the customer’s pain, the action you took, and the measurable result.
2. Choose the anchor metric (2 minutes): pick the single most compelling number; that becomes the star of the page.
3. Draft the scaffolding (10–15 minutes): write a 7–10 word, benefit-first headline; one-sentence problem; one-sentence solution; then a result line that leads with the bolded metric and the preserved quote beneath it.
4. Create two quick variants (15 minutes): swap the headline focus or lead with a different metric so you can A/B test.
5. Polish for skimmers (5 minutes): bold the metric and headline, shorten lines, keep to one column and a single page.

How to use AI without losing credibility:

• Ask the AI to tighten language and suggest headline options, but tell it explicitly to keep your chosen quote exactly as written and not to invent numbers.
• Request two small variants: one that emphasizes the KPI, another that emphasizes the customer problem. Don’t accept rewrites that lose the customer’s phrasing.
• Use AI for formatting and tone (three headline choices, two CTAs), then pick the human-approved final copy.

What to expect and what to track:

• A scannable one-page asset that communicates value in ~10 seconds.
• Metrics to track: open/view rate, CTA response rate (calls or downloads), conversion to meeting, and time-to-close for deals that reference the one-pager.
• Small tests will show which headline or metric pulls better — iterate weekly based on real responses.

Quick checklist to get started today:

1. Pick one case study and extract headline, metric, quote.
2. Write two one-pager variants and use AI to tighten headlines only (preserve quote).
3. Send each to a small list or attach to proposals and measure which drives more replies.

Concept in plain English: preserve the human proof (the real quote and one real number) and use AI as a scalpel to sharpen words and generate variant headlines — not as a factory to rewrite the story for you. That preserves trust and speeds results.

[Jeff Bullas]

Quick win (under 5 minutes): open a case study, copy the headline sentence, the top metric, and one short customer quote into a blank doc. That’s your one-pager skeleton — you can refine it after lunch.

What you’ll need:

• A full case study or call notes.
• One clear outcome metric (revenue, time saved, % lift — pick the most tangible).
• One concise customer quote to keep word-for-word.
• A simple layout: headline, problem, solution, result, CTA.

Step-by-step (do this now):

1. Skim and extract (5 minutes): mark the customer’s pain, the action you took, and the measurable result.
2. Pick the anchor metric (2 minutes): choose the single number that makes the most impact.
3. Draft the one-pager (10–15 minutes): write a 7–10 word, benefit-first headline; one-sentence problem; one-sentence solution; then a results line that leads with the bolded metric and the verbatim quote beneath it.
4. Create two variants (15 minutes): swap the headline focus or lead with a different metric for A/B testing.
5. Polish for skimmers (5 minutes): bold the headline and metric, shorten lines, keep one column and one page.

Example (plug-and-play):

Headline: Retailer cuts stockouts 40% in 3 months

Problem: Frequent stockouts were costing lost sales during peak season.

Solution: Implemented predictive reorder rules and dashboard alerts.

Result: 40% fewer stockouts in 3 months

Quote (verbatim): “We finally stopped running out of our best-sellers — sales recovered immediately.”

CTA: Book a 15-minute demo to see the dashboard in action.

Common mistakes & fixes:

• Too many claims — fix: use one clear metric and cite its source (customer or internal).
• Changing the customer’s voice — fix: keep one quote word-for-word to preserve trust.
• Weak CTA — fix: give a single, low-friction next step (15-minute call, one-click download).
• AI hallucinations — fix: instruct the AI explicitly not to invent numbers or quotes.

Copy-paste AI prompt (use exactly):

Rewrite the following case study into a persuasive one-page layout that preserves the customer’s exact quote and primary metric. Output: a 7–10 word headline, one-sentence problem, one-sentence solution, a results line that bolds the metric, and a one-line CTA. Keep tone credible and specific. Do not invent numbers or change the quoted sentence. Case study: [paste full case study here]

5-day action plan:

1. Day 1: Pick one case study and extract headline, metric, quote.
2. Day 2: Draft two one-pager variants (headline or metric swap).
3. Day 3: Use the AI prompt above to tighten language; review and keep the quote.
4. Day 4: Send variant A to a small list or attach to proposals; track opens and replies.
5. Day 5: Send variant B, compare results, iterate on the winner.

Remember: the fastest wins come from one number and one real human quote. Use AI as a sharpening tool — you stay in charge of the truth and the tone.

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