Build a Magnetic Personal Brand with ChatGPT

Emily walks through building a personal brand for accountants and bookkeepers using ChatGPT. She shows how to use AI to create consistent messaging and define your ideal client, with practical examples from a live stream.
I know we will keep coming back to you and all the things you've done for me and you? Oh, I want to get a lifetime of this? But I hope it won't take too long to confess to ourselves? I keep calling but you won't seem to listen? I keep walking but I can see you following? Oh, oh, oh, oh, oh, oh, oh, oh? You wouldn't hold me back if you could? We've hide ourselves to blame for our love? Oh, I tried to hold you close but you just left me? I need to find a way out from this hell by myself? I keep calling but you won't seem to listen? I keep walking but I can see you following? Oh, oh, oh, oh, oh? Hey. I will leave and I'll come back anymore? Oh, you will feel the way you've been treating me? You? I keep calling but you won't seem to listen? I keep calling but you won't seem to listen? I keep walking but I can see you following? I keep calling but you won't seem to listen? I keep walking but I can see you following. Foreign.
Welcome to another live stream. We're gonna get started in just a couple of seconds. I'd love to know if anybody's here from the academy or if you're here and you're completely new, you've never been before. Let us know in the comments, let us know where you're from, all of that good stuff. It'd be nice to know who we've got here because I can see we've got quite a few people here today. Today's session is going to be more of a marketing session. So it's around creating your personal brand and how to implement that, but then also how to use ChatGPT, good old ChatGPT, to sort of implement your personal brand across all of your different material. So across your website, your brochures, your emails, that sort of thing. So it's about creating a consistent, consistent brand and voice that is really about who you are. And here from California, welcome Anne. There might be some more comments coming in, but I'm gonna go ahead and get started because we are on the hour. So a couple of resources and announcements and stuff for you. First, we have, as ever, if you want to grab your smartphone, you can scan the QR codes for these, But I'm also, at the same time, if you bear with me, just gonna pop the links in the chat for these. So first up, we have, we work with this company called B1G1, and what that allows us to do is every time you guys turn up live to one of our events, it means that just for you being here live, we get to make a donation on your behalf to one of these worthy causes. So thank you for being here live. Make sure you click the link or scan the QR code now and choose where you want that donation to go to. The money comes from our bank account. We make that donation. But it's as a thanks for you being here live. So make sure you choose where you would like yours to go to. We also have a series of resources available for you. So today we're talking about marketing, but we often talk about Chat GBT and that is a large portion of what we talk about. So we have two available ebooks that are around the subject of Chat gbt. Our first one is, I think it's six practical use cases for the accounting industry for Chat GPT for accountants and bookkeepers. So if you're new to using ChatGPT, then that might be of interest to you. They're both completely free. And the second one was more of a look towards what is the future of the accounting and bookkeeping industry looking like now that AI is starting to become more prevalent. So it's looking at what that's going to look like and how we can continue to stay relevant and competitive in that landscape. So if that's something that is of interest to you, then you can also grab that one for free as well. I've put the links in the chat if you want to go a little bit further. We do have a mini course available which is a starters guide. So it's kind of like an intro to ChatGPT to help get you started if you want to learn more about that. And that goes through a lot of practical use cases as well for the accounting industry and physically demonstrates how to orient around ChatGPT and how to use it for certain tasks. We then also have our communities. So we have two communities. First of all we have the AI, the AI community, which is our free community. You just subscribe on our platform which is called school. It's a school platform called Chat GPT for accountants. I think we are changing that name actually eventually to the AI community because we want it to be more focused around community and you guys sharing your success stories and sharing what tips and tricks are working for you and engaging and talking with each other. So that's really what that is. If you're interested in putting yourself in a space whether where you are amongst other accountants and bookkeepers who are using these tools and who are making the most of it and kind of leading the pack with, with, with staying ahead with these tools with AI, then that's a great place for you to go. We also give you all the latest updates, dates and there are, there's also a lot of training courses in there as well, which you unlock as you leave comments and posts and stuff. So the more you engage, you can unlock content for free in there. So that's a really powerful community and that's some of the things you can unlock there. And then we also have our AI academy if you wanted to join and start getting live training monthly. And also a lot more in depth courses with a more kind of holistic overview of all of the different ways you can be using ChatGPT and a and different AI tools as well in the accounting industry. So those are all the updates, all the announcements and I have put all of the links in the chat. So let's go ahead and get started with today's session. So personal branding, what I'm talking about today, I'm talking today specifically about having a personal brand as opposed to just branding your business. Okay, So a personal brand is about how people perceive you, how you come across and whether that is, whether it's intentional or not. You leave an impression on people based on how you interact with them. Maybe they have an interaction with you, maybe they watch you on a, a webinar, maybe they have a sales meeting with you, Maybe you make YouTube videos and they've seen, seen that. Maybe they've read one of your blog posts, whatever it is, they've had some level of interaction with you and they've got an impression. Maybe they think that you are really approachable. Maybe they think you're really warm and caring and understanding of what pain points they're going through. Maybe they see you as a real expert and they really kind of admire you and, and have that authority. You have that authority around you and maybe that's how they perceive you as somebody who's really professional, somebody who's really competent, somebody who's really organized. Maybe they view you as somebody who is really laid back and chill and has a really kind of fun and humorous approach to, to business. Okay, so how you come across can be particularly important because we work in a relationship based industry, so the way people feel about us matters because it could be that they are choosing to work with you for a year or, or hopefully multiple years. Therefore, it's probably very important that they have at least a somewhat similar personality or a similar working style or similar communication style to you or at least the person that they are going to be directly working with. So if for some reason they've watched some of your content or they've spoken to you and they like to be kind of really jokey and laughy, but maybe you're a bit more direct and straight to the point and here are the facts and they like to be a bit more, you know, here's, here's a bit of background about my week and my family and they like to be a little bit more conversational. Then maybe that's something that they look for in their accounting professional, somebody who, who values those things and, and will have a bit of a catch up and a chat with you and it's more of a, you know, a friendly relationship than it is a strictly professional one. Whereas some people, maybe they are, I just need to know the facts and figures and I need this to be as quick as possible so that I can get on with it and go and do my work. And maybe they would really value having accounting professional that is straight to the point.
Okay?
So the way you come across does matter and for a lot of people in the industry it's going to be a key point as to whether they choose to work with you or somebody else. So we know that things like price and things like the value that they are getting in their service are of course important factors that they choose. But for some people, the relationship that they have with their accounting professional and the, the ease of which they can communicate with them and those sorts of things are also a key factor in what they consider when going to choose their accounting professional. So we want to be considering how we come across. Now you probably already have a personal brand to some extent. If you have been, you know, the way that you come through in your emails, the tone that you use in your website wording or the tone that comes through in your social media or your email, if you do have video content, then that personality will come through based on, you know, how they are seeing you and how, how you come across the way that you explain things, the way that you communicate things, how you present yourself, you know, do you look clean and proper or are you more of a kind of laid back, like I'll wear flip flops to work. You know, the way you come across is important. Maybe the way it's the way that you handle a sales call or a pricing meeting. Maybe you handle that with absolute confidence. Maybe, maybe you're a bit more awkward and introverted and you kind of stumble over things because it's A difficult conversation to have.
Okay.
All of these things compound and inter, and, and give this sense of a personal brand. So, and a lot of these interactions happen unintentionally and the message that comes across it of who we are, it's an unintentional thing. So what we want to aim to do is to be more intentional with our personal brand. We want to be more intentional with the way that we come across. So sometimes our traits and our qualities, our personality comes through just without us thinking about it because that's how people perceive us. If you met a stranger on the street and you had a conversation with them for 10 minutes, it. You will walk away with some perceptions of what that person is like. And the same thing is happening here. But what we want to do is take more control of that and utilize having that personal brand by choosing what side of ourselves we are wanting to show to them.
Okay?
And it's not, we're not forcing it, we're not faking something. We are being our authentic selves, but we're just being a little bit more, more, you know, crafting and a bit more controlling over which sides we particularly emphasize in front of those potential clients.
Okay?
So intentional branding can give you a competitive edge against the bigger businesses that are faceless, that have no personal touch. You know, these big massive companies that seem to just steal all the clients, they can come in, they can undercut the, they can budget, give, give, offer budget services, but they're faceless and there's no personality to them. And if you are wanting to work with clients who really value you and really appreciate you, then you might be wanting to look for specifically people who can, who, who value your personal approach and relate to you and, and they understand what you're talking about or they feel understood directly by you. It's more of that one to one interaction rather than just dealing with an AI bot or something like that, you know? Well, sometimes when you talk to your, your bank or maybe even the larger accounts and professionals, they might have one of these Q A features where you go and you ask for live help, but it's a robot lot, okay? And increasingly in the world of AI, I, I believe that it's becoming so much more important that we do focus on human interaction and community and connection and having that one to one connection with your client, particularly in those services like business advisory, which are ever more important because AI is taking over bookkeeping. It's so simple now to do a lot of bookkeeping work with a click of a button, using various different tools or using AI. So it's so much more important that we move towards those business advisory spaces. And with business advisory, sometimes it is like holding your client's hand and walking them through processes and information and financial information that they're maybe not aware of. So having more of that personal relationship with them can be the difference, difference between you standing out against those big faceless companies that would just send you an email with your latest reports.
Okay.
You having that personal touch can be a big advantage for you. It can also help you build on what we call the KLT factor a lot quicker. So when we talk about marketing, we mentioned, I mentioned this a lot in, in the, in the marketing that I teach in the value pricing academy me is the KLT factor, which stands for know, like and trust. If you, if somebody is going to buy from you, if somebody is going to choose to work with you, they need to first know who you are. They need to like who you are and like what you do. And they need to trust that you are not some scammer and trust that you have the specific experience and credentials and information to help them in their very specific circumstances. So building on that no like and trust factor, we can, we can build on that by incorporating our personal brand and incorporating our personality into the content that we are putting out in the world to attract those people.
Okay?
So it helps you build trust faster because you are coming across authentically. It helps you stand out in that crowded market, especially against the big companies. It also makes marketing a lot easier because your content sounds like you and your content is authentic and it's reaching out on a conversational level to one person when you can really bring yourself into makes it more relatable. They, they can relate to you better, they can see you better. And something that we know that works really well with marketing is talking to somebody on a one to one basis. Even though you are putting mass content out, the way that you frame your wording will be as if you are having a conversation just with that one person. And when you are putting on a camera or talking in a blog post and you're telling your story and you're being conscious, conversational in that sense and you're just speaking your truth straight from you, that makes your marketing a little bit easier and, and sometimes a little bit more authentic and better.
Okay?
And also it can help attract the right kind of client who better fits your business. When you are really clear on your values and your mission and your personality, that can help attract the right kind of clients that are going to fit your business even better. So the most powerful form of personal branding, which I've already mentioned a couple times, is video. Video is super powerful because it helps you get your personality across in a way that a blog post or a social media post just would not do with a video. They can hear your tone of voice. They can hear the passion, they can hear the energy. They can, they can physically see your body language. They can see you smile. They can hear that in your voice as well. They just get more of a sense of who you are and they also get more of a sense of how you communicate your points. Do you communicate things really easily? Really? You really help simplify these complex things? Or do you speak in quite large jargon? Or do you maybe circle around points a lot because maybe you haven't worked on those communication skills as much. Right. Communicating your points in a clear and effective and efficient way would be a big thing that would help them want to work with you. Because they, they see and they realize this person has put this thing into so much more sense for me now that they've explained that it makes so much more sense for me. I, I. And nobody's been able to do that for me before. So that might put you above the rest in, in being able to win that kind of client over. And you can also, you can motivate people. You can inspire people by the passion that you have when you come across in video as well.
Okay.
Also, some, some cool things about video is that you can incorporate more of your personality into that, even just by the little things of, like what you have in the background. You know, I don't have a lot in the background of, of my videos, but perhaps you have personal items that reference your hobbies or your lifestyle. You know, maybe you have. I know Neil, who I'm going to mention in a minute as well, he has like Lego sets in the background because that's something he loves to do. Maybe you have a picture of your family in the background or maybe your dog comes and walks through and that just makes you feel more like a, a real human being.
Okay.
And not somebody that's just being sales, sales, sales, sales, buy my stuff. You know, because that's how it can sometimes feel for people when they are scanning different websites and everybody is just trying to get them to buy. When you just genuinely come across as more of just a human being talking to somebody. And like, I've been this, through this thing and I, I found the solution and I want to share that solution with you. That's more of a genuine message. Okay, so having things like that in the background, maybe it makes you more relatable. Perhaps you prefer to dress down rather than wearing a suit and tie all the time or, or formal wear, you know, and that makes you. It shows that you have a more casual relationship with your clients where maybe, you know, that might signify that, that you're okay to message over phone or pick up the phone to people and have a chat, you know, that kind of thing. And maybe that's something that they really value.
Okay?
So the way you come across is really important. Video is a very powerful way of doing that.
Okay.
So we want to consider how we're going to define your brand, define your personal brand. And there are a couple of things that we want to consider, to consider when we do that. So first of all, we want to think about your values and your missions. So in terms of values, this could be your personal values as well as your values in your business. And then your mission is your goals or even your life mission as well. So your values and your mission are powerful filters, okay? They don't just guide how you work in your business, but they also influence who you choose to work with and what your, what your kind of brand voice will feel like. And when you have that brand voice that is natural and real and authentic because it's coming from a place of your core values, that's where your personal brand starts to feel more magnetic. And when people can see that you are really genuine in, and that you really believe in what you're talking about, that makes you more of a magnetic, more of a. Some more of an admirable person and respectable, respectable person because you're true to your values and that's what you're sharing.
Okay?
So you want to work with people who align with you. You want to work with people who align with what your values are, because those people are going to be more, more appreciative of the value that you provide, of the work that you do, of the conversations that you have. They're going to be far more appreciative of you if they have that high level of respect and admiration for you because of how genuine you come across. So a couple of examples of people in our academy who I think have amazing personal brands or they've, they've chosen brand brand, you know, a personal brand based around the core kind of values of, of their, of themselves and how they want to portray themselves. So Neil is a great example in our academy. He's one of our trainers and he speaks at a lot of our events and he's incredible. He's an incredible accountant. He's got an amazing business. Neil is super laid back. He hates wearing a suit, so he always has. He likes heavy metal. He wears band T shirts that he has Lego in the background of his, of his, of his videos. And when we've met with him previously on our Portugal retreat. So we bring people in over to Portugal and they all come and have business team meetings. And we've talked about this idea of an ideal client and niching. Neil says he doesn't have a niche, but he chooses people to work with based on how well he gets along with them and based on their personal personality and if he vibes with them. Okay, so that's, that's kind of how he, he determines who he wants to work with. You know, could I grab a beer with this person outside of work? That kind of thing. Because if you're surrounding yourself with people that you actually enjoy spending time with, that's going to make your business more enjoyable to, to run and you're going to be prop. Probably more driven as well to help those people. You know, if it's just, I literally just need more people in my business so that I can make money. That's less of a, of a powerful motivator than I really like this person. I vibe with this person. I think they've got a great business going ahead and I really want to see them succeed and thrive because I really get along with them. That's a much more powerful motivator for you to deliver more and more value to them. And it's, it's more fun for you to work in that environment where you are helping people that you genuinely do want to be helping. So, so Neil's a great example. There's also El Nie's in our business and she has a beautiful, beautiful family and she really prioritizes spending time with her family. So she has built her business around that so that I think she works something crazy like she has, has two weeks in the business and two weeks off like throughout the year. It's something like that so that she can prioritize that time with her kids. Because for her work life balance is so crucially important that she built her entire business around that. So that might be something that helps connect her to various other clients. You know, maybe she could draw in a lot of people who also have young children and also, also have families that they want to find this balance of running their business and spending time with their their family. And if she's coming from that authentic place of I built my business in this way for these reasons, then that might be something that she can connect with those clients and that would draw them to her. Okay, so based on what you value and how you would shape your business, if you have your own accounting and bookkeeping firm, that might impact on the way that you choose to niche. If you do choose to have a niche. And it's very powerful to have a niche. We know that people have this idea that the, the, the more people I, I open myself up to work with, the better. But what that actually does is it makes your messaging much more vague and generalistic or generic. And then that doesn't connect with people. Whereas if you niche down and you choose to work with the people and you choose to try and attract the people that are more specific in these areas, then you're much more likely to convert those people and they're much more likely to be people who highly value the work that you do.
Okay.
And appreciate that, and are likely to pay a high fee for the, for the privilege to work with somebody who shares those values. Okay, so a couple of different ideas of values. You know, maybe, maybe you have a soft spot for startup businesses because you started up your own business and you've been through that process. So you have a bit of a soft spot for startup businesses and that's where you choose to niche. Maybe you like to work with non profits and charities is because there's a charity that is really close to home for you or you really like giving back to community and that's something that gives you a lot of satisfaction. So maybe you really like to choose to work with non profits and charitable businesses. Maybe you like working with Christians because you have the same belief. So there is another member of our academy called Sarah Kelly and she's brilliant and she, she works specifically, I believe, with female Christian entrepreneurs because that's what she is.
Okay?
She set up her own business, she's a woman and she's a Christian. So she relates a lot to those other people in that community and, and therefore tries to attract those people. And, and this gives you as well, it gives you a sense of, sense of a sense of community in the people that you are bringing together in your business. So, you know, as I mentioned earlier, moving towards services like business advisory is really, really important. Perhaps you want to create a community that's something like a business club where you can bring together all of those people. So for example, female Christian entrepreneurs, you can bring all Those people together in a community that you are all also a part of. And all of these people are going to get immense value from being amongst women who are doing the same thing and are going through the same struggles. And you can all support each other in that community. Okay? So when you have that personal brand and you bring your values into it, you become a part of that community just as much as they do as well. Okay, so lots of different ideas. I also have one written down here. You know, make. Maybe you have something like ADHD and you have worked out how to run your business through that, you know, and get clarity in organization. So you have a bit of a soft spot for people who have that in their personality. Okay, Maybe you like to draw that kind of person in so that you can help them with those sorts of things. So it creates a sense of community and it can add value to people to know that you share those same values and to put them all in that place where they can engage and support each other as well. When you share that deep understanding, your marketing can become very relatable because. And that's where it becomes the most effective. When your marketing is relatable, that's where it becomes effective, because people feel understood, they feel heard, they feel seen. If I land on somebody's website and I run a restaurant business and I land on somebody's website and it says we help all businesses everywhere to do their bookkeeping, I'm going to think, okay, great, fine. If I then land on another website that says we like to work with restaurant businesses and we have tons of experience helping them get these great results, here are some examples. You know, that is just going to be so much more relatable to me. And especially if you know that the particular struggles of the restaurant industry, you can put things on there, wording on there that we know that you might struggle with these things and, and list them all. We know that this is a big problem in your industry. We know that this is something that can drive you mad. We know that this is another thing that you really struggle with. If this is you, this service is right for you and, and, and drawing out and speaking about those pain points just helps make that person feel seen and understood. Okay, well, this person exactly understands the things that I'm going through, so they're probably going to have the best solution for me as well. Okay, so defining your brand, then we want to consider the values and missions. We want to choose a niche if we can. We also want to create an ideal client profile. So this is what criteria do the ideal people that I want to work with have have? What criteria am I searching for? What criteria do I want to try and amplify for in my marketing so that I can bring those people in? We also want to write or create a writing style guide so that your voice and your tone and the way you comes across can be replicated and can be consistent throughout all of the different areas of your business. Business. So the way you speak in your sales meetings, the way that your team speak in, in phone calls, you know, you also want to pass this on to them. The way you answer people in emails or your standard emails. The, the wording on your website, the wording on your brochure, there wants to be this consistency in the way that you come across so that your personality and your tone comes through in all of those areas. And then another part of defining your personal brand, you also want to gather pictures of you because as we said, you are the asset. You, the relationship that they have with you can be the big value piece. And therefore, you know, promoting it as you and putting pictures of you on your website and you on your brochures and all of these kind of things brings it back to that relationship element.
Okay?
So if you don't have any, go get some headshots, go get some pictures of you and put those on your website because you are a big part of that business and you are a big part of the reason why they would choose to work with you.
Okay?
Okay. So that's kind of an overview of the concepts of personal branding and defining your brand. What we're now going to do is I'm going to go into ChatGPT and show you how you can start to create these, these writing style guides and various other things. So the first thing I want to do is I'm going to very quickly show you this, this, this conversation that I've had with ChatGPT. So this is using a GPT that I have available, that I have available in the academy, if anyone wants that, which guides you through the process of creating your ideal client profile by asking you a series of questions. So first of all, I just click, I just say start, because I want to get started. And it says, are you ready to begin? And I said, yes. Okay, so first one's just kind of a bit redundant, but let's get started. It then starts asking me the questions that I would need to consider for my ideal client profile. So where are they located? And I've said I'm just working with an example. I Like to work with digital nomadic businesses. So the locations vary but they all need to be in an online space. Okay, so do they operate in multiple countries? Yes, probably. What business sectors or industries do they operate in? Okay, completely digital businesses. So it could be like content creators, online training, tutoring, et cetera. Etc. What size is the business in terms of revenue or employees? What is the, what is their business structure or are they, or are there any structures to exclude what specific accounting services do they need and are they looking for one time periodic or ongoing services? What is their financial health and cash flow situation? How long have they been in business? What is their personality? Business values. So this is the area, area where you would bring in your values. What is their personality? What is their business values? What is their attitude to business? So for this one I just put use the suggestion answer because I was creating something quickly here. It suggested entrepreneurial, open to innovation, value driven and committed to continuous learning and improvement. In this section, if this is something that you've reflected on and you want to incorporate, maybe this is where you put in family orientated. So work life balance is a key, a key thing that they desire. Or maybe if you like to work with startup businesses then you put that in there. People who are driven, motivated, you know, tech savvy and entrepreneurial, whatever it is that would relate to that person with those values. You can list those in here and that's going to then incorporate that into your client, your ideal client profile. So that when you then use this ideal client profile in your conversations with Chat gbt, which is how I recommend you do this is you create your idle client profile, you save it as a Word document and then every time you go to create some marketing copy, an email or a website or anything like that, always upload your ideal client profile to that prompt so that it has that understanding of who it's trying to attract. So we, we want to align on those values. So we need to list those values in the criteria that we are trying to search for. Okay, a couple more questions in here. Are they tech savvy? What accounting system do they use? How do they prefer to communicate? Okay, if, if you really don't, if for you, you really like to have an email come into your inbox that you can respond to when you're good and ready, you know, or like within a reasonable time frame rather than having somebody call you all the time. Okay, Mark Rayner, if you're here, he's been on the Portugal retreats as well and a big problem that he has is that he gives his phone number out to people and then he gets loads and loads of texts and he, he can't, he can't really resist responding to them even though it's his evening and he should be going out and doing other things. Okay, so consider that. How is that going to affect you? What is their potential for growth and are they likely to need more complex services? Is there a minimum fee level for your service as well? Okay, so what this GPT does is it then takes all of those answers, puts it into this nice neat table for me that layer lists all of the criteria and then what I can also do is I can get it to create a summary for me. So let's find where, where the summary is.
Okay.
Analysis of an out of the client profile. So it's summarizing everything in there first and then I've just asked it to. Okay, I asked it also to create the pain points, the challenges, the fears which I'm not going to go through with you right now because we have done this in previous this live streams but I just want to find the summary okay here. So a summary of the above profile into a thousand character description. So I now have my ideal client description. I can copy that table as well if I want and save that all into a document. I, I also have the ideal client description here. So it's in first person. I'm a digital nomad running a completely digital business such as content creation, online training, tutoring or or consulting. With a revenue of around 100 to 500k. I operate internationally and need expertise in multiple countries multi country tax regulations. My business has been established for at least one to two years and I rely on QuickBooks Online for accounting. I'm proactive, tech savvy and always looking to leverage technology and AI to automate my processes and grow my business without increasing my workload.
Okay.
Etc. And then it also has in there about the things that they're struggling with their pain points says I'm looking for a long term partnership with an accounting service that understands my unique challenges and I'm willing to invest in those services. So that is now the kind of person we are trying to attract. We've got the ideal client profile that's kind of step one and that's step one that I say by the way with anything to do with marketing, always start with your ideal client profile. You always need to have that so that all of the wording that you create is targeting that person and attracting them. So that's step one. Step one is to make sure that the wording is attracting the right kind of person. Now what we're talking about today is personal branding and getting your voice to come through. So we want to combine this ideal client profile with a writing style guide so that we can be attracting the right person by using our authentic voice. Okay, so let's look at how we can start to do that. So we've got a prompt here that's a fairly simple prompt and I'm going to show you a more complicated one as well. But just to show you that you can start off pretty simple with this. So it says you are a branding expert. I want you to help me define my personal brand. As a small firm accountant, I value. And then in here we've got some square brackets so you can input here the things that you value. Now I recommend you pick the three key values just to start off with. But if you want to add more and put 10 values in there, you absolutely can do. But remember, the more niche we get, the better. I value transparency, a long term relationship and simplicity. Okay, I want to sound. So again, we've got some square brackets here of what we could put into this. I want to sound approachable, relatable and understanding. That's the way I want to come across. I know that I'm a very warm, understanding person who thinks very deeply about people and that's how I want to come across in my wording. Okay, please summarize my voice and suggest three tone description descriptors. So based on what I've told it there, it's given me a summary. So your voice is clear, human and dependable. You communicate complex financial topics in a way that feels simple and jargon free, helping clients feel informed and in control. You build trust through transparency, guiding clients with honest honesty and empathy and fostering long term partnership rooted in mutual respect. People find you easy to talk to. Not just a numbers person, but a real person who gets it. You speak like a knowledgeable friend who wants what's best for your client without ever sounding salesy, robotic or overly polished. You bring warmth, clarity and grounded advice. The client, the kind that clients can rely on. So I think that's a really nice way of summarizing how you would to come across. Couple of tone descriptors as well. So it's taken some different words. You know, the ones that I gave, it was approachable, relatable and understanding. But it said here, warm. Your tone makes people feel safe, heard and understood. You're not just solving problems, you're supporting people. So we've got warm as the first one. Straightforward. You say what needs to be said clearly and honestly. No fluff, no jargon.
Okay.
And down to earth. So you're relatable and real, making you approachable to clients from all walks of life. So that's what it has gathered from that quick prompt that I wanted to say. Now let's just see if we use a couple of other words in there how that might change how it comes across. So the next one I've put same prompt, but I've filled those brackets in differently. You're a branding expert. I want you to help me define my personal brand. As a small firm accountant this time, I value authenticity, appreciation and mutual respect. I want to sound funny, laid back, but still professional.
Okay.
Please summarize my voice and suggest three tone descriptors. So for this one we've got a slightly different description. Your voice is genuine, grounded and a little bit cheeky. You show up as your real self. No corporate mask, no stiff jargon. Just a trusted professional who knows their stuff and knows how to make people smile. You believe in mutual respect and treating every client like a valued partner, not a number. Clients appreciate your ability to balance professionalism with a laid back, light hearted tone. You bring clarity to their finances without making it feel like a lecture. It's more like a smart chat over coffee with a few good laughs along the way.
Way.
Okay.
That's more of the relationship that you want to have with them. I like that. It's more of a chat over coffee.
Okay.
Turn. Descriptors. It says witty.
Okay.
You use humor in a clever, subtle way to put people at ease and keep things engaging. Chill. You bring a calm, casual energy that helps clients feel relaxed and comfortable and trustworthy. Even with your relaxed style, it's clear you know your stuff and deliver with, with integrity. I think sometimes this is a really nice approach to take and obviously it's a very personal thing. But if somebody is really stressed about their finances and it's something that is very overwhelming for them, you know, I'm very much a wordy person. I'm not a numbers person. So working with finances and things like that, it stresses me out. And I would find immense value in somebody that was really reassuring and really warm and understanding.
Okay.
And different clients are going to approach that in different ways. So those are two. Now that we have two personal brand summaries. So let's see if when we use that, how that's going to change the wording that we create. So I've, I've Got chatbots to just create me an example email here. So this would be an email that, if you had a lead magnet, which is a piece of content that you give away for free in exchange for somebody's name and email address, if you had that kind of content, somebody comes along, they download, gets sent as an email to their inbox. What does that email look like? So this is an automatic email, but you want. It is probably going to be their first interaction with you in that sense sense. It's going to be their first time that they see your voice over there, maybe on the landing page where they got that freebie. So you want your voice to come through here in this email. So here's the original email. So the subject line is your tax saving guide for Dentists. So I've made this up. The lead magnet is 7 best tax saving Strategies for Dentists. So, hi, first name. Thank you for downloading seven Tax Saving Strategies for Dentists. We hope you find it valuable and actionable. If you're like many of the dentists we work with, you may be paying more tax than you need. We help dentists like you keep more of what they earn with smart tax planning and proactive financial advice tailored to your practice. Next step, if you'd like to explore how we can help you apply these strategies and uncover more opportunities, click below to book a free consultation. Book your consultation. Look forward to connecting. Warm regards. And then you'll sign off. So that is a pretty simple email. The tone of it, you know, it's, there's nothing, there's no real personality in there. It's a very professional email. Nothing wrong with that. But if you are wanting to inject more of your personality into this email, then what we can do is take those summaries that we've just created and bring this into this. So at the top of this prompt, I've said, can you rewrite the following email with the attached writing style guide? So by the way, I have now attached the writing style guide by copying and pasting that in there. You could also save that as a Word document and, and upload it as a document into this conversation. You could go a step further if you want. If you were going to work on a series of emails here, you could upload that writing style guide to a project file.
Okay.
And then all of the conversations within that project have that writing style guide as a reference. So, and you can put your ideal client profile in there as well. And you should, you should put in there your ideal client profile and your writing style. Guide so that when all of the conversations that you have, can you create me this email? Can you create me this website? Can you create me whatever it's going to draw on those files before it does anything else? Okay, but just for the purposes of showing you this example of how, how that voice, that summary of your voice can change the tone of the email. So can you rewrite the following email with the attached writing style guide? I've given them the email and I've then giving them the writing guide. So we're going with that second one that was witty, chill, and trustworthy. So we now have the subject line is your tax saving guide for dentists. Nice move, by the way. Okay, glad to see you grabbed our seven tax saving strategies for dentists. Smart move. Hopefully it gives you that why didn't I know this sooner feeling in a. In the best way. But here's the thing. Downloading a guide is a great start, but actually using those strategies is where the magic happens. And if you're like most dentists we work with, you might be leaving money on the table without even realizing it. That's where we come in. We help dentists keep more of what they earn with proactive tax planning and tailored advice that actually makes sense for your practice. No jargon, no fluff. Okay, book a free consult. We'll chat through your setup, spot a few quick wins wins and see if we're a good fit to help you take it further. No pressure, just a relaxed, honest convo about how to make tax feel a little less taxing. So you can see how just the tone of that email is. There's a. It's a bit more chill. There's a little bit more humor and more personality in that. The sentences feel more conversational. And this is really powerful. You know, rather than writing something that is quite. Quite stuffy and professional and distanced, you know, we will help you with this. You know, what was some of the phrasing in that original one? We help dentists like you to keep more of what they earn with smart tax planning and proactive financial advice tailored to your practice. That's a very, you know, calculated sentence almost. You know, it's. It's not really how you would talk to somebody. Whereas this sentence here that says, hey, no pressure, just a relaxed, honest convo about how to make tax a little less taxing. That's a more conversational style of tone of voice, and it can just make it feel more real, more authentic. Okay, so that is the fun, you know, the witty, chill version. We can also have a look at that. I think I've got that second version as well. Oops. But I've clicked onto the wrong one. Okay, Right. So what I did next actually is I though that was, that was the example with the small version. Right? The small, the small quick prompt that got us that writing style guide. Now what I've done here is I have taken one of the prompts from our level three mastery course just to show you that you can do this in a much more depth. It's a very long prompt and I have also uploaded one of our, one of our website pages and asked it to analyze that page to get a sense of our writing and then give me a writing style guide based on that. So if you already have a piece of content in your business that you really like, like the tone of, maybe you've got it professionally written by somebody else or you just really like the tone because you worked really hard on it. Maybe it's the, the website wording or something from your brochure or there's an email that you particularly really like that you send out on it to, to lots of people. You can take that piece of content and ask ChatGPT to analyze that style of writing and give you a really in depth analysis analysis of how that looks. So for this one, using that really great prompt from our academy, this finds the voice and tone, which looks for voice tone and then a guideline of that. So just to show the voice is bold, clear and motivational, it's designed to capture attention immediately with a direct address to the reader that feels both personal and empowering. It combines a no nonsense results driven attitude with a reassuring confidence that positions the author as both mentor and peer. There's a rhythmic alternation between aspirational storytelling and grounded practicality. So that's just for one section. So that's for voice. We've got voice tone guideline. We then have the mood, so we've got emotional atmosphere. And guideline we've got sentence structure which is variety, the, the length of the sentences. We have transition style. You know, what words and phrases are we using to move between paragraphs? What hooks are we using? Transition hooks. What's the rhythm and pacing of the way that the words come across? What's the diction and the word choice? What's the kind of vocabulary we're using and what level of detail are we using? Is there any signature phrases or styles? Is there any punctuation that we particularly use? Okay, so it's really in depth that it's Getting a lot of information from a piece of content that we've already written. So going back to that email example but now giving it that really in depth writing style. So the first one was really good. It was really powerful. And even just saying, using those tone things, can we make this witty, chill and laid back whatever the other word was. That can make a big difference on the way that the wording comes across. But if you want something that is consistent, then having a really index depth writing style guide is super helpful. So I've done exactly the same prompt here, rewrite this email with the attached writing style guide. But this time I have attached that really long detailed writing style guide. So the wording now is changed too. So you've got the guide now let's maximize your tax savings. So this is, this is by the way, it's taking from, taken from one of our pages from our website. So it's slightly different wording there. You've downloaded your copy of 7 Tax Saving Strategies for Dentists. Smart move. That's the same sentence as the, as the other one. Because here's the thing, if you're like most dentists we work with, you're probably paying more tax than you need to. And that's not your fault. The system isn't exactly built to help you win. But you don't have to keep leaving money on the table. We help dentists like you keep more money of what you earn. Take control of your finances. Get proactive expert advice tailored to your practice. Want to see if this could work for you? Let's chat. Your next step is a book is to book a free consultation. No pressure, just a conversation about how to unlock more savings and set your business up for success. You've got the guide, now it's time to make it work for you. So this style of writing was more sort of of motivational and inspirational. Some of it was maybe controversial statements and things. So that sort of thing, hey, it's not your fault. The system isn't exactly built to help you. That's quite relatable.
Okay.
So you can just see how it, it changes the, the way that the tone of that email comes across. We can also help it to look at other things. So I took my, my, my st standard bio. I, I have a bio that explains what I do in the business so that when I speak at events we can put that bio on there and people can see that. And I just asked it to rewrite that bio with the writing style guide. And I actually I, I thought it was a Bit much what it came out with, but it was also really cool. So it says, meet Emily. You'll go to marketing expert and Chat PT strategist at the Value Pricing Account Academy. She's not just a content creator, she's a content powerhouse. With a sharp eye for messaging and a deep understanding of the accounting world, Emily knows exactly how to turn marketing into momentum. Every month she steps in front of the camera to host high impact live streams that pull back the curtain on how accountants and bookkeepers can actually use ChatGPT to save time, grow faster and communicate better. If you've ever wondered how AI fits into your firm, Emily's your answer. Okay, great. Marketing, messaging, AI growth. Emily brings it all together so your firm can thrive without burning out. I show you that because maybe this is something that you use on your website.
Okay.
Where on your website you might have that about me page or about the team kind of section, which is where you have that opportunity to talk a little bit about your voice, to show your voice, to show your personality. So by the way, on that page you might have a video, you might have a video of you saying, welcome to the business. Here's a little bit about the business. It's a little bit about me. Here's my story. You know, I went through these challenges and I've now got this business and I want to work to help people like you. Etc. You could put a video on there, okay. Or you could use a prompt like this or use the, the writing style guide to make sure that that section about you comes across as, as your most authentic self.
Okay.
And sometimes people have this, they have this, this impression which it makes sense, it's logical to me. They have this impression that if you haven't written it by yourself, that it's not authentic. If you're using something like ChatGPT to write it for you, that it's not authentic. But I would argue if you don't have the best communication skills, if you're not the best with words, which, let's face it, as accountants or bookkeepers, your numbers people, the numbers are what makes sense to you. And maybe the wording, the marketing isn't what comes as naturally to you. The message is still there within you and the value and the authenticity is there within you, but you're maybe just not as good as putting that on paper. So if you can use, use something like Chat GPT to help draw out what you actually want to say, I think that, I think that, that sometimes can feel more authentic and you're not Necessarily going to, to type this in and take it exactly as it is. You might take it as it is and then tweak it a little bit to just change it a little bit more so that it's more. Sounds more like you and you feel a bit more comfortable with the language and whatever. But I kind of of sometimes feel like if I can't fully explain something the way I want to explain it, I can put my thoughts into ChatGPT and it can frame that in a way that communicates the message so much clearer.
Okay.
And it feels more like what I wanted to say. So I, I do think that that is a really powerful way of, you know, of getting the, the message across. Okay, I'm just going to, gonna stop it there and see if we've got any questions. Not question, But Neil says 100%. Right? Story. Story. Emails are very powerful for building relationships. Yeah, so, so, so emails are really, really good. Okay, I don't see any questions in there. So that's it for, for today, guys. I'm happy to finish it just a little bit, a little bit early if there's no questions, but hopefully that's been helpful for you. I will be doing another live stream in a couple of weeks, I think, or I think Mark's got the next one. A date for your diaries. Maybe you might want to write this down. We're running the virtual summit on August 28th. We don't have everything set up yet, so I can't give you a link just yet, but if you really want to come to the, the next Virtual Summit, it's on August 28th, so make a note of that and make sure you're on our email list or you're subscribed to the YouTube channel so that you will get the information when we do it in the next live stream and we talk to give you the link and all of that sort of good information or make sure you're in our AI community or our Facebook group, all of those good places to make sure that you get that information when it all comes out. If you want to join the Virtual Summit and learn more about how to use ChatGPT in the accounting industry. Okay, thanks everybody and I hope you all have a great rest of your week and I will catch you on the next one. Bye, guys.
More from Mark

Effective Pricing Training: Mastering Software Settings for Optimised Pricing

Can Pricing Be Done in Writing? How to Handle Value Conversations Without Calls








