This is the full book as a clean PDF you can keep and reference. The workflows suit professional service firms especially well, where accuracy and a clear review standard matter more than speed alone. Download the PDF and start with one workflow this week.
What is inside the Winning With AI book?
The PDF gives you AI workflows for high-judgment work: cross-checking answers across more than one model, building a bench of specialist AI roles with their own rules, and auditing which tasks should stay with a person.
- The Task Ownership Audit: sort your work into what AI drafts, organizes, checks, or leaves to a person.
- The Private AI Bench: build a bench of specialist AI roles, each with its own instructions and examples.
- The Cross-Check Method: run important questions through two or three models and have them check each other.
- The Control Tower Agent: one assistant that knows your business and routes each task to a named specialist role.
- The Interview-First Prompt: make AI interview you for context before it writes a single word.
- The Success Filter: define what a great result looks like before AI starts, so it works to your standard.
Plus the rest of the 13 AI workflows inside the free PDF.
How professional service firms use the PDF
The PDF workflows fit any firm where accuracy and accountability come first. A few examples:
- Law firm: use the Cross-Check Method for research that touches real decisions, keeping an attorney responsible for the final call.
- Accounting firm: build a Private AI Bench for client intake, document review, and reminders, each role with its own review checklist.
- Insurance agency: run the Follow-Up Revival Review on lapsed policy reviews and quote requests so none go cold.
- Tax preparer: use Record Once, Train Repeatedly to standardize document collection so every client is onboarded the same way.
Get the free tips as a PDF
Download the Winning With AI book free and start applying these AI workflows today. Then see them built live at a local Winning With AI event.
Direct link: winningwithaievent.com/Winning-With-AI.pdf