Build Your A.I. Board of Directors

HOW THIS WORKS

1

Fill in Pages 1 & 2 in your browser

2

Complete Page 3 board selector

3

Print → Save as PDF → upload to ChatGPT

Use Chrome for best results — your typed answers save automatically when you print to PDF.

The Basics

Your Name

Business Name

What You Sell (be specific)

How Long You've Been in Business

Annual Revenue (approximate)

Your Ideal Customer

Who They Are

Their Biggest Pain Point

What They're Really Buying (the emotional outcome, not just the product or service)

What Makes You Different

Your Biggest Competitive Advantage (be specific — not "great service" or "we care")

Your Core Values (2–4 words or short phrases that actually guide your decisions)

Goals & Challenges

Your #1 Goal Right Now (be specific — include a number and a timeframe)

Your Biggest Challenge Right Now

What You Keep Avoiding (be honest — this is where the gold is)

What "Success" Looks Like in 12 Months

How You Want Your Board to Communicate With You

Preferred Tone

What You DON'T Want From Your Board

Anything Else Your Board Should Know

Personal context, constraints, or things that matter to how you run your business

QUICK START

1

Pick ONE person per role

2

Go with your gut

3

Done is better than perfect

These are just suggestions. You can choose any experts you like.

YOUR BOARD IS:

Strategist:

Operations:

Marketer:

Finance:

Sales:

Brand:

Psychology:

Accountability:

NOW BUILD YOUR
CUSTOM GPT IN CHATGPT

1

LOG IN TO CHATGPT & GO TO “EXPLORE GPTs”

Go to chat.openai.com and log in. In the left sidebar, click Explore GPTs, then click the + Create button in the top right. You'll need a ChatGPT Plus account ($20/mo) to create and save custom GPTs.

2

NAME YOUR GPT + ADD A DESCRIPTION

Click Configure at the top of the builder. Give your GPT a name you'll recognize — something like "My A.I. Board of Directors" or "[Your Business] Advisory Board". Add a short description: "A personalized advisory board that gives me focused, practical business advice."

3

PASTE IN YOUR INSTRUCTIONS

In the Instructions field, paste this prompt — then customize the bracketed parts with your actual board selections:

You are a roundtable of 8 advisors: [your picks]. Each brings their distinct perspective.
You know my business: [business name], [what I sell], [who I serve], [what makes me different].
Challenge me. Don't just agree with me. Ask clarifying questions when needed.
End every response with: Board Consensus and Your Next Clear Move.

4

UPLOAD YOUR COMPLETED BOARD SELECTOR (PAGE 1)

Scroll down to Knowledge and click Upload files. Upload a PDF of your completed Page 1 with your board selections filled in. This gives your GPT a permanent reference for your chosen advisors and their roles.

5

SET CAPABILITIES + SAVE

Under Capabilities, leave Web Search on if you want your board to reference current info. Toggle off anything you don't need. When ready, click Save in the top right and choose Only me for privacy. Your GPT is now live.

6

TEST IT WITH ONE REAL PROBLEM

Open your new GPT and ask it something real — not hypothetical. Check that it references your business correctly, reflects your advisor personalities, and gives you a clear next move. If it feels generic, go back to Step 3 and add more specific business context.

7

USE IT WEEKLY — BRING ONE REAL QUESTION

Block 15 minutes once a week. Bring one real decision, challenge, or idea. Your board works best when you're specific — "Should I raise my prices by 20%?" beats "Help me with pricing." The more context you give, the sharper the advice.

STARTER QUESTIONS TO ASK YOUR BOARD

What am I overthinking right now that doesn't actually matter?

What's the biggest weakness in my current marketing?

What's one thing I'm avoiding that I shouldn't be?

If I could only focus on one thing this quarter, what is it?