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Business Prompt:
I am the business owner and decision-maker of Sutherland Accounting. Our business provides bookkeeping and accounting services and is currently operating at approximately 75% capacity with our current team and tools. We aim to increase operating capacity to 90% or more within 60 days.
We primarily acquire new clients through referrals. Our social media efforts—managed by me—include posting about once a week on Facebook and LinkedIn. We have not gained any new clients from social media in the past 90 days. Our website is https://sutherland-accounting.com/.
Review our website and current business situation in the context of our industry.
- Provide an objective evaluation of our website, including a comparison to competitor websites, focusing on clarity, professionalism, SEO, and client conversion potential.
- Recommend strategies to improve our social media efforts to generate new client leads, with a focus on actionable steps.
- Based on these recommendations, draft an implementation plan in the form of a checklist tailored for a business like ours. This plan should:Include suggested budget allocations for marketing efforts
- Outline specific tasks and timelines
- Provide references or links to trusted resources to support implementation
- Please ensure all recommendations are practical for a small professional services firm and geared toward increasing client acquisition within the next 60 days.
Do you understand these instructions?
1. Business & Website Overview
Business Snapshot:
- Name: Sutherland Accounting
- Location: West Palm Beach, Florida
- Services: Bookkeeping, accounting, tax preparation, financial planning, new business formation
- Team Size: 2–10 employees
- Client Acquisition: Primarily through referrals
- Social Media: Facebook and LinkedIn, with weekly posts managed by the owner
- Current Capacity: Operating at 75%
Goal: Increase to over 90% capacity within 60 days
Website Evaluation:
- Design & User Experience: The website has a clean layout but lacks modern design elements that engage visitors.
- Content Clarity: Service offerings are listed but could benefit from more detailed descriptions and client-centric language.
- SEO Optimization: Limited keyword usage and meta descriptions may hinder search engine visibility.
- Call-to-Action (CTA): The site lacks prominent CTAs to guide visitors toward contacting the firm or scheduling consultations.
Competitor Comparison: Compared to local competitors like Williams Accounting Services and Weinberg & Company, Sutherland Accounting’s website appears less informative and less optimized for conversions.
2. Social Media Strategy Recommendations
Current Challenges:
- Infrequent posting (once per week)
- Lack of engagement and lead generation
- Content may not be tailored to the target audience
Recommendations:
- Increase Posting Frequency: Aim for 3–4 posts per week to maintain visibility.
- Content Diversification: Share a mix of content, including:
- Educational posts about accounting and tax tips
- Client testimonials and success stories
- Behind-the-scenes looks at the firm
- Industry news and updates
- Educational posts about accounting and tax tips
- Engagement Strategies: Encourage interactions through polls, Q&A sessions, and by responding promptly to comments and messages.
- Targeted Advertising: Utilize Facebook and LinkedIn ads to reach potential clients in specific demographics and industries.
- Analytics Monitoring: Regularly review social media analytics to understand what content performs best and adjust strategies accordingly.
3. Implementation Plan & Budget Allocation
Possible PromptI am planning to make improvements to my business website to attract more people and convert those into clients. Can you provide a list of questions to ask a company I may interview for a) website improvement, b) social media advertising c) content creation including media creation. List 3 each and also provide me with some suggestions of how to locate some of these providers while keeping “best practices” and “experiences” in mind!
Timeline:
- Weeks 1–2: Website enhancements and social media strategy development
- Weeks 3–4: Launch updated website and begin increased social media activity
- Weeks 5–6: Initiate targeted advertising campaigns
- Weeks 7–8: Evaluate performance metrics and adjust strategies as needed
Budget Allocation:
- Website Improvements: $1,500–$2,500
- Social Media Advertising: $500–$1,000 per month
- Content Creation Tools: $100–$300
- Professional Photography (for website and social media): $500–$1,000
Checklist:
- Revamp website design and content
- Develop a content calendar for social media
- Set up and monitor advertising campaigns
- Engage with followers and respond to inquiries promptly
Track key performance indicators (KPIs) such as website traffic, social media engagement, and lead conversions