🎯 Initial Setup

1. Create Your Workbook

• [ ] Duplicate the Workbook Page
• [ ] Use these note blocks to organize your data, prompts, and plans
• [ ] Begin filling in your information in the [Personalized Fields]
• [ ] Keep a list of successful prompts and strategies.

2. Set Up Custom Instructions

• [ ] Open ChatGPT Settings and go to Custom Instructions.
• [ ] Fill in your business details, including industry, services, and goals.
• [ ] Define how you want AI to respond (tone, style, level of detail).

3: Activate & Configure Memory

• [ ] Go to Settings → Personalization → Memory and enable the Memory feature.
• [ ] Provide key business details for ChatGPT to remember and recall in future conversations.