Supercharge Lead Generation with AI Powered Persona Development
David Passiak · October 28, 2024
lead generationengagementpersonasautomatic outreach
**(00:06)**
GPTs are designed to prompt and guide you, allowing you to focus on sharing ideas and expertise without needing to do complex prompt engineering. I began building this system early last year, investing over 3,000 hours in using ChatGPT and honing a "chain of thought" approach for guiding workflows.
In terms of my background, I started as a religion scholar in a PhD program at Princeton, then transitioned into roles like running social media for Volkswagen and working in NYC agencies. Over the years, I developed a dialogue-based approach to innovation and strategy, and I've written four books. What I’m teaching today really represents about 30 years of experience in innovation and marketing strategy.
**(01:17)**
Our Creator Pro system includes GPTs organized into categories like leadership, marketing, client content, and coaching. For example, under Leadership, there are GPTs focused on executive strategy, product development, and AI integration. We also have tools for startups on positioning and investor readiness, including how to forecast revenue and create financial analyses.
In the marketing area, we cover value ladders, offers, partnerships, RFPs, lead magnets, and integrated campaign planning. Last time, we demonstrated the "Brand Architect" GPT, which you can still access in our knowledge center. Today, we’ll go through ICP (ideal customer profile) prospecting, focusing on persona development and customer journey mapping.
**(03:10)**
Initially, I wasn’t building just another tech product; I was creating a parallel workflow system for ChatGPT. I quickly realized that users needed both GPTs and guidance to learn effectively, so we developed a learning system that combines training with specific GPTs to provide a step-by-step experience. We also offer advanced trainings, such as an AI marketing certification launching next Friday. Each training includes video overviews, instructions, and quick access to GPTs directly within ChatGPT, much like adding an app on your phone.
**(04:23)**
Now, let me show you our AI and digital marketing suite, a more refined version of Creator Pro with a targeted selection of GPTs tailored for agency owners and CMOs. This suite includes tools for client acquisition, digital marketing analysis, client management, branding, and content. In the certification program, we’ll explore both these targeted GPTs and advanced AI workflows.
**(05:42)**
I'm dropping a few links in the chat, including one for the certification program and another for a free challenge that’ll run next week as a lead-up to the certification. Here’s what our free Knowledge Center looks like—there’s an intro course on ChatGPT basics and an Easter egg GPT from our previous marketing training.
**(07:19)**
To answer a question in the chat: You can use GPTs on the free version of ChatGPT, but complex workflows consume a lot of tokens, which can exhaust your limit if you’re using the free plan. For instance, building a complete marketing campaign may not be feasible without ChatGPT Plus. My aim in building Creator Pro on ChatGPT was to democratize access to these tools, which are typically only affordable for marketers with large budgets. A $20 per month ChatGPT Plus subscription grants access to a set of tools comparable to enterprise-level software but at a fraction of the cost.
**(09:52)**
Today, we’ll create a persona as a group exercise. Using the chat app, we’ll go through the ICP creation process to map out the audience for the AI Marketers Guild.
**(11:26)**
For those who are new to ChatGPT’s desktop app, you can use voice-to-text or speak directly into the app, providing a more versatile user experience. Personally, I often load tasks in ChatGPT and then continue on my phone, walking around as I talk through campaigns and proposals, which makes the process more creative and less screen-focused.
**(13:57)**
Let's start by brainstorming the target audience for the AI Marketers Guild. David, maybe you could kick us off by describing who typically joins the Guild?
**(15:10)**
Our audience is usually mid-to-senior-level marketers. People here are experienced, whether they're newcomers to AI or already have deep expertise to share. We see a mix of brands, agencies, startup founders, and even press and analysts. The goal is a cross-functional, collaborative community, with diverse skills and viewpoints that can enrich one another.
**(16:26)**
Great insights, David. I’ll add that we’ve seen a lot of startup entrepreneurs here as well. Another participant mentioned finding ways to help members who might feel stretched thin by all the AI tools out there and want guidance on which are truly worth their time and investment.
**(18:21)**
ChatGPT’s voice-to-text is excellent, and we’ve been using this feature to bring GPTs into real-time client conversations, allowing us to collaboratively build brands and campaigns. It’s incredibly efficient compared to handling calls and transcripts separately, and the multimodal capability allows users to upload files, links, and even sketches directly into ChatGPT for a dynamic workflow.
**(20:42)**
One thing I’ve noticed is that GPTs enhance the brainstorming process without needing prompt engineering; you can just share ideas naturally. It’s especially useful when you’re focusing on creativity rather than managing ChatGPT’s responses. Now, it’s asking us about key challenges, primary goals, and psychographics.
**(22:02)**
Does anyone want to share a challenge you hope this community can help you with?
**(22:46)**
Hi, I'm Sandra. One of my challenges is determining which tools to pay for versus those that aren’t essential. There are so many options that it's easy to stretch budgets thin, and it would be great to get guidance on prioritizing the right tools.
**(24:07)**
Another challenge I have is around market research. I’ve developed online courses and am considering a hybrid model with live coaching, but I want to make sure it meets audience needs.
**(24:42)**
Michelle here. My challenge is positioning marketing as a catalyst for digital transformation in large, slower-moving enterprises. Smaller companies are more agile with digital adoption, while global brands often move like cruise ships. Marketing can be a strong entry point for AI adoption, but it’s about selling that value and training internal teams to view marketing as part of a broader transformation.
**(27:34)**
The vision behind Creator Pro includes both tactical, hands-on learning and strategic insights for marketers. We balance executive-level thinking with practical tools and methodologies. For example, we’re offering a certification that combines brand building, content creation, and AI application, tailored for leaders and senior marketers in a structured, actionable way.
**(29:25)**
Now we’re seeing the GPT summarize insights based on our discussion, mapping out our primary and secondary ICPs. We have mid-to-senior marketers, startup founders, AI tech providers, course creators, and insights professionals as core segments.
**(30:18)**
This feels almost like magic—AI is helping us co-create insights better than we could alone. I think of this as "insight architecting," where AI isn’t just an assistant but a collaborative partner helping us innovate.
**(33:06)**
Now it’s searching Bing to augment our ICP development with recent statistics and insights on AI adoption. For example, it’s pulling in data on challenges facing AI adoption, surveys, and relevant industry statistics. This is incredibly helpful for creating data-driven personas and customer journeys.
**(35:50)**
It’s now leading us through a blueprint for a communication strategy, including campaign goals, channel strategies, and messaging points. We’re seeing detailed information on target personas, channels, and messaging frameworks—all in about 20 minutes. If I were working on this as a CMO or agency lead, I’d now have a comprehensive overview to create a campaign with tailored messaging for each target.
**(39:30)**
In building Creator Pro, my goal was to create a holistic approach to AI-driven marketing that enables marketers to think beyond individual tools and instead leverage AI as a comprehensive strategy partner. Our upcoming certification is structured around four interactive sessions, each focusing on key marketing areas: mastering ChatGPT, branding and content planning, ICP development, and cross-channel campaigns.
**(44:02)**
The four sessions are: (1) Mastering ChatGPT, focusing on advanced prompt techniques and reasoning models; (2) Strategic decision-making, brand building, and content planning; (3) ICPs, customer journey mapping, and lead generation; and (4) Developing cross-channel marketing campaigns and analytics. These are foundational skills for AI-driven marketing in any organization.
**(46:45)**
This program is designed for CMOs, senior marketers, founders, and executives who need to lead AI adoption and make strategic marketing decisions. With a focus on real-world applications, the certification provides a holistic perspective that prepares marketers for an AI-first approach, building a solid foundation in essential skills like brand building, customer journey mapping, and campaign development.
**(51:25)**
Thank you all for joining! This program has been carefully refined to meet the needs of experienced AI marketers, and I’m excited to see where it takes us. For anyone interested in going deeper, we’re hosting a free three-day challenge next week to introduce the certification program, and I’ll make sure to share all the links after this session.
**(53:30)**
Happy to answer questions! One attendee asked about AI as a CMO. This approach is meant to augment and enhance roles, not replace them. AI is a powerful tool to supplement marketing strategies, enabling marketers to focus on creative leadership while AI handles data synthesis, meeting prep, and follow-ups, allowing leaders to accomplish more without burnout.
