ChatGPT… Is it replacing bookkeepers, or can bookkeepers use ChatGPT to level up their marketing? Hi, I’m Veronica Wasek, and I help virtual bookkeepers to become competent professionals and business owners.
As a bookkeeper, you probably dislike marketing. I know marketing does not come naturally to bookkeepers, and it certainly didn’t come naturally to me. In the past, I spent many hours trying to write my own marketing materials. Then I hired copywriters and marketing consultants who did a great job, but they were expensive. All that changed when I started using ChatGPT to help me with my marketing tasks.
If you’re not familiar with ChatGPT, it’s an artificial intelligence chat bot designed to accept instructions and provide humanlike responses. In this video, I’m going to share with you how you can use ChatGPT to save hours on your marketing tasks in just three steps. Let’s start with step 1, we’ll need to set up a ChatGPT account. So go to openai.com and then select Sign up.
Enter your credentials and you’re ready to go. Now we’re ready for step 2, we’re going to give some information about you to ChatGPT so that it can tailor its responses specifically to you and your business. In the description below I’ve shared a link so that you can download this Google doc document with all of the information, so it’ll have the information about you that you need to put together.
And then it also has the prompts that I’ll talk about in just a moment. For the information about you will need to give it some information about you and your business, about the services that you provide and about your ideal client.
Notice that I don’t have a lot of information here, and once you see what Chatbot does, even with the little information I have given you, you’ll be amazed. We’ll go ahead and take out these headings since we don’t need them, we’ll end up with essentially a paragraph about you to give to ChatGPT.
Okay, so here’s the paragraph. We’ll go ahead and copy and then we’ll put this in chat JPT. Now we’re ready for step 3, we’re going to provide the background information about you, and start with the first prompt.
We’ll paste the information about you under “Send message”, and then we’ll give it the first prompt. The first report prompt is to suggest up to 20 company and names that Danielle can use for her business. So this is ChatGPT now answering us and giving us up to 20 business names.
So you can see there’s a lot of different options here. And if you don’t like them, just ask GPT to give you more options.
The next prompt is for ChatGPT to select up to 20 taglines that Danielle can use. So go ahead and click on the green arrow here to send that message to ChatGPT. I’ll scroll down and ChatGPT is busy at work giving us 20 taglines to use for Danielle’s business. Let’s take a look at a few, Unlocking Business Prosperity Through Numbers, Elevate, Excel and Experience Profits, I went Eh, I like it too much, but let’s see.
Fueling Business Dreams with Financial Insights.
Actually, I don’t think these are very specific to marketing agency, so I’m going to re-send that prompt and be more specific. I’m going to tell it that her ideal client is a marketing agency. OK, so I’ve added “her ideal client is a marketing agency”, let’s go ahead and send that. OK, so now it’s given us more specific and more targeted responses. I like this one: “Your marketing Goals, Our Financial Game Plan.” Next, we’re going to ask ChatGPT T to tell us what is the value that a bookkeeper can provide to a marketing agency. Many of us have trouble really expressing how we can help our ideal client, and ChatGPT is very effective in being able to communicate that for us in words that can resonate with our ideal client.
So notice that it’s going well beyond the financial accuracy and compliance, which of course we as bookkeepers and accountants know that that’s really important to our clients. but notice time savings and then is telling you how you can help a client, for example, this time saving, yeah, time saving enables the agency to be more productive and efficient. There’s financial analysis, cashflow management, budgeting and forecasting, expense tracking, payroll management, etc.
So, what I love about ChatGPT is that it can just save you so much time and really help you to communicate in a way I think that that appeals to your ideal client. And not only that, but I have also paid a lot of money to copywriters in the past to write things like this for me. And so, not only does this save you time, but it can save you a lot of money. For our next prompt we’re going to ask ChatGPT what are the biggest bookkeeping problems that marketing agency owners deal with. Now we’re getting information that we can use in our marketing materials that we can use when we’re talking to our ideal client, to really communicate in the way that resonates with them, and it also helps us to feel more confident because now we know some of the issues that they’re really dealing with and can use some of the lingo that they’re familiar with.
Okay, so we have an answer from ChatGPT. Now we’re going to ask ChatGPT to help us with Daniel’s website. So we’re going to ask it to write the copy. Copy means the words that sell. So the words that we want on the home page for Daniel’s website.
So now you have a great starting point for some of a copy or the words then you can use on your own website. So, we have a welcome paragraph, highlighting expertise. Why work with us? Our services. Call to action, so: “Ready to revolutionize your agency’s financial future?
Let’s talk.” This is such a great time savings and it’s so effective.
And again, I have paid copywriters so much money in the past to help me write a copy for my website, and now ChatGPT can just give you this type of information in just seconds. Next, we’ll ask ChatGPT to write Danielle’s about me page for her website. And notice that we gave it some background information about Danielle earlier.
So it’s taking that as well as the information that it has gathered by way of us providing it to ChatGPT and some of the questions that we have asked it to write in about me page for Danielle’s website. Let’s say that we want to write social media posts and that can take hours, and most of us are not even doing social media because it is so time consuming. We’re going to ask ChatGPT to write 20 social media posts that Danielle can use to promote her business. And notice that I am not giving it any other information. Chat CBT has now taken the information that we have provided to it and is going to suggest these social media posts that we can use.
So, in just seconds it’s giving us 20 social media posts. And this would take hours to do on your own. I know it would take me a very long time, and notice how, again, in just moments we have some very useful social media posts that we can use. Just think, you can ask ChatGPT to give you 30 social media posts, that is all of the social media post that you need for an entire month, and you can just take care of it just like that. And finally, I’m going to ask ChatGPT to write a 300 to 500 word blog post about how marketing agencies can better manage retainers in QuickBooks Online.
And I’m going to ask it to use a tone. It’s important to ask ChatGPT to use a particular tone when it’s writing content, it can be friendly and informative, it could be professional, it could be casual, it could be catchy. So I have found it helpful to ask ChatGPT to write content using a particular tone. So let’s see what it does. It’s given us a title, an introduction paragraph, we have sections, we have short, concise paragraphs.
It’s got a conclusion, and it even has a call to action.
Start your journey towards stress-free retainer management with QuickBooks Online today! Or it could be with Danielle’s bookkeeping service today. With just a small amount of information and a few prompts, you too can save hours and become a marketing machine using ChatGPT. Let me know in the comments how you’re using ChatGPT, I’d love to hear about it.
If this content is helping you, then subscribe to my channel, ring the bell and give me a thumbs up. And check the description below for all of my free resources, including my free Virtual Bookkeeper’s Toolbox and the link to join my Facebook community.
Thanks for watching. I’ll see you next time.
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