Transform your client onboarding process with the power of artificial intelligence by leveraging Custom GPTs—a feature from OpenAI that easily allows you to create a ChatGPT tailored to your specific business tasks. This guide is dedicated to simplifying and enhancing your client onboarding experience.
Tool to try: If you want to test out an example of a Client Onboarding GPT in action, we've already made one that you can test freely by following the link.
The concept of Custom GPTs is to make your interactions with ChatGPT more relevant to your daily business needs. By providing instructions, extra knowledge, and a combination of skills, you can create a version of ChatGPT that understands the specifics of your client onboarding process.
Once you have tailored your onboarding GPT, you can choose to use it internally within your company or share it publicly. The upcoming GPT Store from OpenAI will allow for such custom creations to be featured, increasing the reach of your customized onboarding tool. This can not only automate your onboarding but also benchmark best practices within your industry.
Whether you run a small business or a growing enterprise, Custom GPTs can make client onboarding a seamless, personalized, and scalable process. By taking advantage of this cutting-edge AI feature, you free up valuable resources, provide instant support, and ensure a positive first impression for every new client onboarded.