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MODULE 01

Set Up Your AI Toolkit

1

Confirm access

Before the workshop, please make sure that you can:

  • Sign in to the Nexus ChatGPT Business workspace
  • Access ChatGPT from your laptop
  • Create a new chat
  • Upload a document
  • Access Projects, if available
  • Access the ChatGPT desktop application, if installed

Access issues?

Please raise any access issues before the workshop so the session can remain practical and hands-on.

2

Identify one recurring task

Come prepared with one sales or marketing task you perform regularly that:

  • Takes significant time
  • Involves gathering or reviewing information
  • Follows a repeated process
  • Does not require your highest level of judgment at every step

Examples

Writing a cold outreach email sequence
Building a monthly marketing campaign plan
Preparing SEO keyword research
Drafting social media content calendars
Following up on cold leads
Analyzing campaign performance metrics
Writing product marketing copy
Creating competitor battle cards
3

Bring one suitable working document

Bring one non-confidential or appropriately sanitised document that you would like to use during the session.

Suitable examples

Cold outreach templates, campaign briefs, lead lists, CRM exports, marketing plans, brand guidelines, competitor analyses, SEO keyword reports, or sales pitch decks.

Do not bring

Passwords, API keys, bank details, highly sensitive employee information, or customer information that is not necessary for the exercise.

4

Consider one possible automation

Think about one process in your department that happens repeatedly and could potentially be supported by AI:

Weekly lead pipeline reporting
Cold outreach follow-up sequences
SEO content generation
Campaign performance reporting
Social media scheduling
Marketing plan compliance checks
Lead scoring and qualification
Sales pitch preparation
Pre-work reflection

Please prepare brief answers to these questions. You will discuss them at the beginning of the workshop.

1. How do you currently use ChatGPT?
2. What is one task for which ChatGPT has already saved you time?
3. What is one task where the result from ChatGPT was disappointing or unreliable?
4. What sales or marketing activity consumes more time than it should?
5. What action should AI never take without your approval?
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