Lindy Flowers saves time and finds peace of mind with QuickBooks live experts

To position QuickBooks Live as a top-tier reason for customers to choose QuickBooks Online, Intuit wanted to produce a series of customer testimonial videos that highlight QuickBooks Online’s affordable, ongoing access to live experts.

As with every case study video, it all started with the customer being featured.

We began the project with an outreach campaign targeting real businesses using QuickBooks Live. Combining our expertise in marketing automation and business development, we engaged and recruited genuine customers to participate. Discovery interviews helped us gather their experiences, and we created briefs for each customer’s potential story, highlighting key moments.

We found two great companies that fit the bill perfectly, including Lindy Flowers, a voice-over artist based in San Francisco, CA.

The pre production phase involved meticulous planning, story development, coordinating schedules, and arranging locations to ensure a smooth production process. Our production team spent two days filming with Lindy around San Francisco, filming her interview and b-roll to bring her story to life. Footage included her voice-over recording process, business activities, and even personal moments with her family to add emotional depth and authenticity to the story.

During post production, we used Lindy’s interview and all of the b-roll to bring the original creative brief to life, aligning the video with Intuit's marketing objectives.

The result was a coordinated series of cross-channel testimonial videos that show how Lindy gained confidence for tax season, thanks to QuickBooks Live experts. With expert guidance, she has peace of mind knowing everything is done right for her family’s future.

Our scope of work included customer recruiting, discovery, research, video production, and the delivery of more than 40 video assets with various subtitles and aspect ratios, optimized for use across both owned and paid social media channels, including YouTube, Instagram, Facebook, LinkedIn, and TikTok.