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How to Turn a Sales Playbook into an Interactive Script Generator with ChatGPT

Transform a static sales methodology document into a dynamic, interactive tool. Teach a ChatGPT Project your company's framework to generate custom discovery call guides and sales scripts on demand for any product.

From How I AI

How I AI: Hiten Shah's Advanced ChatGPT Workflows for a Personal Coach, Sales Playbooks, and Managing Up

with Claire Vo

How to Turn a Sales Playbook into an Interactive Script Generator with ChatGPT

Tools Used

ChatGPT

OpenAI conversational AI

Step-by-Step Guide

1

Source and Upload the Framework Documents

Gather all publicly available or internal documents (PDFs, PowerPoints) describing your chosen sales methodology (e.g., Winning by Design, SPICE). Create a new ChatGPT Project and upload all of these files to make the AI a domain expert.

2

Generate a Customized Discovery Guide

With the AI trained on the framework, ask it to create a practical sales asset for a specific product. This turns the theoretical knowledge into an actionable tool.

Prompt:
Can you create a SPICE discovery guide for ChatPRD?
3

Enrich with Deeper Product Context

The initial script will be good, but you can improve it by providing more specific information. In a separate chat, you can research your product, then copy that context back into the sales project.

Prompt:
Now here is context on ChatPRD... please improve the deliverable above using this new context.
Pro Tip: This two-step process—first teaching the framework, then providing specific subject matter—is crucial for creating highly tailored and effective outputs that go beyond generic templates.

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