MODULE 02

Manage Your Campaign in ChatGPT Projects

What it is

A Project is a persistent workspace inside ChatGPT that holds its own files, custom instructions, and chat history — so you stop re-explaining context and re-uploading documents every single time.

Why it matters

Right now, every new chat starts from zero. A Project lets each of you build a permanent "brain" for a recurring workstream — e.g., a live proposal, a specific client account, or a recurring reporting cycle.

Video resources

Video 1: OpenAI Academy: ChatGPT Projects — Official OpenAI overview of how Projects keep files and context organized.

Workshop

Live Demo

The facilitator creates a Project called "Nexus — Cold Outreach Templates," uploads a target account list, a past winning email sequence, and the Total Voice product one-pager as project files, sets custom project instructions ("Always write in Nexus's voice: confident, solution-focused, peer-to-peer tone. Reference Total Voice unified communications benefits..."), then asks a question inside it to show how it uses the uploaded files automatically without re-uploading.

Hands-on exercise

Create ONE Project relevant to your role

Role	Suggested Project
Sales Rep / BDR	"Cold Outreach — Nexus" — upload target account lists, past winning email sequences
Sales Manager	"Pipeline & Forecast" — upload Zoho CRM pipeline export and deal stage definitions
Marketing Manager	"Q3 Campaign Planner" — upload brand guidelines, past campaign results, and target personas
Content / SEO Lead	"SEO Content Engine" — upload keyword research, competitor content audit, and editorial calendar

Set custom instructions for your Project (tone, format, recurring rules) and ask one real question inside it.

My Project name

My custom instructions (tone / format / recurring rules)

Question I asked inside my Project

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