Creating Custom GPTs for Clients | A 3-Phase Guide for Service Providers | Future Proof Accountants
In this video, we discuss how accounting and bookkeeping practices can leverage custom GPTs to enhance client service. Building on insights from a recent webinar, the video explores a three-phase approach to creating a successful custom GPT: the Preparation Phase (identifying client needs and pain points), the Creation Phase (setting up and training the GPT with the right content, including FAQs, compliance rules, and more), and the Launch Phase (testing, refining, and gradually rolling out the service to clients).













