About This Event
What to Expect
There's a massive difference between using an AI tool and partnering with one. Most teams open ChatGPT, type a prompt, copy the output, and move on. Every conversation starts from zero. The AI doesn't know your brand, your audience, or your standards.
This session fixes that. You'll learn how to configure custom instructions so your AI starts every conversation already knowing your voice. You'll set up project workspaces that keep context organized across campaigns. And you'll understand how persistent memory works, so your AI partner gets smarter over time.
The best part: once configured, any team member can use the same setup and get consistent, on-brand output.
What You'll Learn
Key Takeaways
- How to configure custom instructions that make every AI response on-brand from the start
- The project/workspace setup that keeps context organized across campaigns
- How persistent memory works and why it changes everything for content teams
- A team-ready configuration template your humans can replicate in 10 minutes
Agenda
Session Timeline
0:00 - 0:05
Using AI vs. Partnering With AI
The difference between one-off prompting and a configured AI partner. Why configuration is a one-time investment that pays off on every prompt.
0:05 - 0:15
Live Demo: Configuration + Workspaces
Setting up custom instructions in ChatGPT and Claude. Creating project workspaces. Loading your identity document.
0:15 - 0:25
Building Your Team's Shared Configuration
Creating a configuration document any team member can follow. Ensuring consistency across tools and team members.
0:25 - 0:30
Quick Wins + Preview
Three things to implement today, plus a preview of the prompt framework in Session 4.
Your Host
Meet the Speaker
George B. Thomas
Founder
Sidekick Strategies
George B. Thomas is the founder of Sidekick Strategies, a HubSpot Platinum Partner agency. With 42+ personal HubSpot certifications, 12+ years in the HubSpot ecosystem, and over 2,000 educational videos and podcast episodes, George brings deep platform expertise combined with a genuine passion for helping humans flourish with technology.
LinkedInCommon Questions
Frequently Asked Questions
Do I need paid ChatGPT or Claude accounts?+
Can multiple team members use the same configuration?+
More in This Series
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Ready to Join?
Configure Your AI Partner
Stop starting every AI conversation from zero. Set up your tools once, get on-brand output every time.