Custom GPT Use Case Example - Digital Strategy Roadmap

A demo of Digital Strategy Builder, a custom GPT that turns a 90-minute workshop transcript into a phased roadmap with objectives, problems, solutions, and timelines. The workflow cuts manual work from hours down to under an hour.
Chapters
So this is the overall sales page. Just so you know what this looks like, it's a website strategy workshop. And I'll have a call with a particular prospect or lead and we will get started with this workshop. So just want to let you know where this fits into the context and the process. So I have a workbook for this and I'll run through a couple of questions, quite a few questions with my clients, with the prospect and their leadership team. So I've got a workbook. So this is the structure of the conversation after the workshop. We're recording it with Fathom, so it's all transcribed as a summary in Fathom. And this is the recording of an actual call. So after that's done, just want to let you know the steps. After that's done, what I take all of this, we do extra research and then we put this together in a roadmap for the client and this ends up being the pitch that we put together. Now, as I was saying, this used to take me four hours or more to put together and now it takes less than an hour. So I've got an example, I've got two examples that I'll share with you and I've also got the template for the GPT that I'll share with you in the chat after I'm done here. So this document, it's got the overview of the business, it's got their objectives, what's the problem we're trying to solve, and then what's the solution? And then we've got investment and timeframe. So I had all these prompts that I thought I was very clever and it would help me put together this in multiple steps. And now I've just got one GPT that does the whole thing for me. So I'll jump in. It is called Digital Strategy Builder. I'll just click build a strategy.
It'll wait because when you're demoing things, it likes to pause to make you feel like it's not working, which is always nice. Okay, so it's going to just. It's jumping straight in, but that's okay. So I'm going to give it the transcript so we can apply this context. Here's the transcript. And that should stay green. That that's copied. Awesome. We'll come back in and I'll paste this in.
So this is a one and a half hour conversation with the client. Right. It just wants to clarify a couple of things here.
And that's cool. Okay, cool. So build the roadmap as per the provided template.
Okay, awesome. So it's jumping straight into the phases and the different actions and then I take this and I copy and paste it into the template. So I'll just clone this document and you can see how it follows the same structure with the different phases and the different action items.
So in order to build this out, what I've got is a document that you can see here. It's a digital strategy roadmap GPT. It's about creating the GPT that I just shared. It's got two example files with the output as Dave has shared multiple times. Knowing what the output is will help the GPT give context and make sure that the output is consistent. And then we've got the GPT itself. So what's the name of it? What's the description? Here's the full prompt. Don't use emojis, which I just can't get it to not do them. I thought that Dave's might do that because you've got such specificity with what you did, but still we can't win the. The EM dash, sorry, the EM dash battle. So it's got the template in here.
So not only does it have the overall structure and the instructions, but two templates in order to help to make the GPT consistent.
That was a clip taken from our Systems Champion Academy, which is the world's first and only community designed for systems champions and business owners to help them build the business of their dreams. We really focus on getting your processes done, getting the team on board and building it so that the business is free of the business owner. To find out more, head over to systemology.com systemschamp and I'm looking forward to seeing you in the community.
SA.
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