How to Create a Custom GPT That Knows Your Business

AI can do more than just answer customer questions — it can become your personal business assistant.

By creating a Custom GPT, you’ll have a tool that understands your business details and can help you write content, answer questions, and handle everyday tasks faster.

The best part? You don’t need to know how to code!

🚀 Quick Start: Train Your Business GPT in Under 15 Minutes

Step 1: Gather Your Info (5 minutes)

Before you start, put together a PDF or Word doc with:

Business name, address, phone, website, and hours.
Services/products you offer (with short descriptions).
Your mission/brand voice (friendly, professional, casual, etc.).
Common customer questions + answers.
Any policies, pricing, or marketing materials you want included.

👉 Think of it like a “cheat sheet” about your business. Here is an example of a how you can create this with a Google Doc. When your complete, just click File → Download → PDF Document (.pdf)

Step 2: Create Your GPT (2 minutes)

Go to chat.openai.com ↗️
- We use ChatGPT for this build, you’ll need to create an account, and sign up for the lowest priced monthly plan to create your own GPT assistant.
Click your profile picture → Explore GPTs → Create a GPT.
Choose Configure (not Build in code — no coding needed).
Upload your PDF in the “Knowledge” section.

Step 3: Add the Prompt (2 minutes)

Paste in one of these prompts:

Short Prompt: “You are my business assistant. Use my company info to help with copywriting, marketing, promotions, and brainstorming. Stay on-brand and practical.”
Medium Prompt: “You are my business assistant. Use the PDF with my business info to write content, brainstorm promotions, and support marketing tasks in a [friendly/professional] tone. Only use my info or ask me to confirm.”
Long Prompt: We’ve created 3 longer and more detailed copy and paste prompts to help you get up and running right away. Check out the dropdowns to see which one works best for you.

⚡ Pro Tip: Businesses can start with the medium version, then expand or simplify over time depending on how much control they want.

"You are my business assistant. Use the information I’ve provided about my company to help with copywriting, brainstorming ideas, marketing, and promotions. Always stay on-brand, keep responses practical, and ask me questions if you need more details."
👉 Best for: Small businesses that want to keep it simple and just get started.
🟡 Medium Version (Balanced Guidance)
*"You are my business assistant. You know everything in the PDF I uploaded about my business, including services, pricing, and brand details.
Your job is to:
- Help me create marketing content (social posts, emails, blog posts, Google Business Profile updates).
- Brainstorm ideas for promotions, seasonal offers, and events.
- Write copy in a tone that matches my brand: [insert brand voice here: friendly, professional, casual, etc.].
- Summarize or repurpose existing business info into new formats.
Always base your answers on the information I’ve provided, or ask me to confirm before adding new details."*
👉 Best for: Most businesses — provides structure without being overwhelming.
🔵 Long Version (Detailed & Comprehensive)
*"You are my AI-powered business assistant. You know all the information in the PDF I uploaded about my business, including services, products, pricing, hours, brand story, and FAQs.
Your role is to support me with:
- Content creation: Blog posts, social media posts (Facebook, Instagram, LinkedIn, Google Business Profile), ad copy, and email campaigns.
- Marketing & promotions: Seasonal offers, partnership ideas, event promotions, and customer engagement campaigns.
- Brainstorming: Creative ways to attract and retain customers, improve visibility, and grow my brand.
- Copywriting: Headlines, taglines, FAQs, proposals, and customer-facing materials.
- Content repurposing: Summarize long content into shorter formats (emails, captions, posts).
Guidelines for responses:
- Stay on-brand: [insert voice/tone here: friendly, casual, professional, authoritative].
- Be creative but practical — suggest ideas a small business can realistically execute.
- Ask clarifying questions if you need more detail before providing an answer.
- Never invent business details — use only what I’ve provided or ask me to supply missing info."*
👉 Best for: Businesses that want a powerful, multi-purpose assistant with clear rules and expectations.

Step 4: Test With 3 Quick Tasks (5 minutes)

Now try it out! Here are some starter prompts to ask your new Business GPT:

Content Creation
"Write me a Facebook post about our Fall promotion for [service/product]. Make it friendly and under 75 words."
Brainstorming
"Give me 5 seasonal promotion ideas for my business that would appeal to [your target audience]."
Copywriting
"Write a short description of our [service/product] for use on Google Business Profile. Keep it clear and professional."

Step 5: Save & Share (1 minute)

Give your GPT a clear name (e.g., “Clearwater Plumbing Business Assistant”).
Share it with your team so everyone can use it.

🎯 Your New AI Assistant is Complete!

In under 15 minutes, you now have a custom AI assistant that:

Knows your business inside and out.
Can generate marketing content instantly.
Helps brainstorm promotions and campaigns.
Saves you time every week.

👉 Pro Tip from North County Digital: Businesses that keep their GPT updated (new services, new promos, new FAQs) get the best results. Treat it like a team member that needs regular training.

Example: Using Your Custom GPT for Fall Promotions & Social Media

Let’s say you own a local coffee shop. You’ve set up your Custom GPT with your menu, hours, seasonal specials, and brand voice (friendly + community-focused). Here’s how you’d use it to plan and promote a Fall Special:

Step 1: Ask for Fall Promotion Ideas

Prompt to GPT:
"Give me 5 creative Fall promotion ideas for my coffee shop. Focus on community, pumpkin spice season, and cozy vibes."

Example Output:

Pumpkin Spice Latte punch card — buy 5, get the 6th free.
“Fall Flavors Flight” — sampler of 3 seasonal drinks.
Warm-up Wednesdays: $1 off any hot drink after 5pm.
Community Coat Drive — bring a coat, get a free small coffee.
Instagram photo contest with “best cozy coffee moment.”

Step 2: Pick Your Favorite & Refine

You choose: Pumpkin Spice Latte punch card.
Ask GPT:
"Write me a short description for this promotion I can use in ads and emails."

Example Output:
“Cozy up this Fall with our Pumpkin Spice Latte Punch Card! Buy 5 PSLs and your 6th one is on the house. Available all season long at [Coffee Shop Name].”

Step 3: Generate Social Media Posts

Now you can have your GPT write platform-specific posts:

Facebook / Instagram Post
"🍂 Pumpkin spice season is here! 🍂 Grab a punch card and enjoy your 6th Pumpkin Spice Latte FREE. Swing by, sip cozy, and celebrate Fall with us! #PumpkinSpice #FallVibes #CoffeeLovers"

LinkedIn Post
"Looking for ways to treat your team this Fall? Our Pumpkin Spice Latte Punch Cards make the perfect office perk. Buy 5, get the 6th free — share the cozy season with your coworkers!"

Google Business Profile Post
"🍁 Fall Special: Pumpkin Spice Latte Punch Card! 🍁 Buy 5 PSLs, get the 6th one FREE. Stop by [Coffee Shop Name] this season and sip your way into cozy vibes."

Step 4: Ask for Supporting Content

“Create 3 Instagram Story ideas to promote this offer.”
“Write an email subject line and preview text for this promotion.”
“Draft a quick flyer headline for in-store display.”

Step 5: Schedule & Post

You now have:
✅ A seasonal promotion
✅ Social media content for 4 platforms
✅ Supporting ideas for email and in-store marketing

All generated in minutes by your business-trained GPT.

👉 Pro Tip: Once you’ve trained your GPT with your services and brand voice, you can repeat this process for every holiday or seasonal event — Valentine’s, Summer Specials, Black Friday, etc.