Welcome to Insider Tips

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Listed below are the Insider Tips from the monthly LAI Insider Newsletter. They are organized by publication date.

These resources are reserved for LAI clients only. You’re welcome to share them with members of your team — but please do not share them outside your organization.

Each tip is designed to help you use AI more effectively in your business, with practical examples, prompts, and insights you can put to use right away. 

If we’re already working together, feel free to bring these tips to your next session — I’m happy to show you how to put them to work in your business.

Not currently booked?
You can always grab an AI Mini Session if you want help applying something specific, or ask me about the Tune-Up Program if you’d like more regular support.

Quick note: I don’t answer detailed questions by email (just keeping things sane!), but I’m always up for working through this stuff live. That’s where the magic happens anyway.

 Think about the small projects you’re juggling right now—preparing for a meeting, writing a report, researching something new. 

Most people start a new AI chat every time they work on it.

A better approach is to create one running chat that tracks the entire mini project as it evolves.

Most people use AI for one-off questions.

But one of the most powerful ways to use it is to create a single chat dedicated to a mini project and return to it as the work progresses.

Mini projects are the kinds of things professionals deal with every day:

• Preparing for an important meeting 
• Writing a report or presentation 
• Researching a new topic 
• Planning an event 
• Organizing ideas for a proposal
   

These aren’t large formal projects with complicated project plans. They’re small efforts that evolve over time as new information comes in, deadlines change, and ideas develop.

This is where AI can be incredibly helpful.

Instead of starting over each time, keep one chat dedicated to the mini project and update it as things progress.

AI remembers the context and helps you track tasks, deadlines, and new developments.

You might start a chat with something like:

“Help me create a simple tracker for preparing for my annual client meeting. Include milestones, deadlines, and preparation tasks.” 

AI will create a basic plan or checklist.

Then as things evolve, you return to that same chat and say things like:

• “Update the plan. The meeting is scheduled for March 15.” 
• “Add a task to prepare slides by March 1.” 
• “Mark the research section complete.” 
• “Add a reminder to review last year’s notes.”
   

Each time you update it, AI adjusts the plan and keeps the mini project organized.

Another powerful trick is to ask AI to help you think through the project.

Once you've described the mini project, ask questions like:

• “What else do you need to know to help me manage this?” 
• “What haven’t I thought of yet?” 
• “What steps do people usually miss when doing something like this?”
•  

AI is very good at identifying missing tasks, dependencies, or preparation steps that might otherwise slip through the cracks.

If you're using ChatGPT, you can keep your mini project chat easy to access by pinning it.

Just:

1. Hover over the chat in your main chat history 
2. Click the three dots 
3. Select Pin
    

The chat will stay at the top of your history, making it easy to return to whenever the project changes. This is especially helpful when you have several mini projects running at the same time.

This approach works well for things like:

• Preparing for a major client meeting 
• Writing a report or article 
• Planning a presentation 
• Researching a new business idea 
• Organizing a marketing campaign 
• Preparing for a conference or speaking engagement
   

These are exactly the types of projects where new tasks keep appearing and priorities shift.

AI can quietly keep everything organized as you go.

Instead of juggling notes, lists, and documents across multiple tools, you have one place where the mini project lives and evolves.

Your AI assistant becomes the keeper of the plan.

And you simply update it as things happen.

This feature is flexible, powerful, and surprisingly easy to use. Here are six practical examples of how to make it work for your business or daily routine:

1. Weekly Briefings
Get a summary of the latest industry news, market trends, or competitor activity every Monday morning—ready before your first meeting.

Example: “Every Monday at 8am, give me a summary of the top 5 news stories about small business marketing and include links.” 

2. Document Monitoring
Waiting for a government update, policy release, or earnings report? ChatGPT can check a page daily and notify you when it’s live—with a summary and link.

3. Trend Scanning for Content
Let ChatGPT monitor blogs, news outlets, or publications for trending topics so your posts, newsletters, or video content stay timely and relevant.

4. Competitor Updates
Set up ChatGPT to review your competitors’ sites or press pages once a week. If there’s a new release, article, or change—it’ll flag it for you.

5. Progress Checks
Track a public-facing goal, event page, sports team, or campaign site. ChatGPT can check for updates regularly and let you know what’s new.

6. Daily Inspiration
Get a personalized motivational quote based on your tone and preferences. A great way to start your day with focus and intention.

You can do this from any standard chat—no custom GPT required.

Here’s how to set one up:

1. Start a new chat and describe: 
   • What you want ChatGPT to do 
   • How often (daily, weekly, etc.) 
   • What time you'd like to receive it 

1. ChatGPT will confirm the task and give you an option to edit or cancel it right from that chat window.
    

Note: You won’t get an email. The task will appear in the chat where it was created—and that chat will usually pop to the top of your history when the task runs.
 

If you want to update, pause, or delete your scheduled tasks:

1. Click your name in the lower-left corner 
2. Go to Settings → Schedules 
3. Click the Manage button to view all active tasks 
4. From there, you can adjust the task itself or change the timing
    

Scheduled Tasks in ChatGPT aren’t just reminders—they’re automated, repeatable workflows that save you time and give you a strategic edge. Whether you’re a business owner, consultant, marketer, or team lead, this feature can take routine digital tasks off your plate—so you can focus on higher-value work.

You’re already capturing value every time you meet with a client, a team member, or a prospect. But most of that value gets lost once the meeting ends.

You probably already use ChatGPT to write personalized follow-up emails (if not—let’s talk, it’ll save you hours). But there's a second, more strategic use for your meeting notes that few business owners take advantage of:

💡 Mining your transcripts for insights.

Sure, you can ask ChatGPT to pull the usual things like meeting purpose, key topics, and action items—but that’s just the starting point.

When you prompt AI the right way, it can help you extract much deeper, more actionable information.

Here’s what else you can uncover:

Help ChatGPT identify both tangible and emotional outcomes from the meeting, including:

• Before/After moments that show progress
   
• Unexpected wins or side benefits that weren’t the original goal
   
• Direct quotes that reflect client satisfaction, confidence, or relief
   

These are great for internal tracking—and powerful messaging assets.

Your transcripts are full of reusable ideas. AI can pull:

• LinkedIn post topics from client stories or aha moments
   
• Blog/newsletter ideas tied to recurring struggles or trends
   
• Strong quotes for testimonials or mini case studies
   
• Stories to use in presentations or pitches
   

One session can produce weeks of content if you know what to look for.

Let AI scan for bigger-picture trends across your conversations:

• Pain points your clients mention often
   
• Common language or phrasing they use to describe their problems
   
• Opportunities to adjust your marketing or messaging
   

You'll learn how your audience thinks—and how to speak their language better.

Sometimes the most valuable intel isn’t what’s said directly. Ask ChatGPT to identify:

• Emotional motivations behind decisions (status, confidence, speed)
   
• Barriers to action (fear, confusion, indecision)
   
• Learning styles based on how they responded (visual, hands-on, example-based)
   
• Why they chose you over another option
   

This can give you clarity on what’s really driving results—or holding people back.

AI can also help you spot patterns and improvements for your business:

• Pull testimonial material for websites or marketing
   
• Spot clues for new services or trainings your clients clearly need
   
• Surface sales messaging that resonated (so you can reuse it)
   
• Find ways to improve your own process
   

This isn’t just for external content—it helps you grow smarter behind the scenes.

You don’t need to write a long, custom prompt from scratch. Here’s a quick 3-step method to get ChatGPT to do the work for you:

Paste this into ChatGPT:

"You are an expert in communications and uncovering hidden meaning in client conversations. Use the ideas below and create the appropriate prompt for me to use with my business to capture these client insights:" 

Copy all the text above  starting with the 💡 lightbulb ("Mining your transcripts for insights")
through to the end of the last section (“...grow smarter behind the scenes.”)
and paste it into the prompt box.

Copy and paste the new prompt ChatGPT gives you, and then paste in the text or transcript of a recent client conversation.

You’ll be amazed at the nuggets of gold that show up!

Most people think of ChatGPT as something you use in the moment—but did you know it can also remind you to do things later? And not just simple calendar-style reminders. It can actually perform scheduled tasks for you.

Here are a few examples:

• ✅ Remind yourself to review your weekly meetings every Monday at 8am
   
• ✅ Send a reminder to close your books on the 10th of every month
   
• ✅ Automatically pull the top 5 news stories from your favorite industry sites every morning
   
• ✅ Check a specific webpage for updates and summarize any changes with a link. Works great if you are waiting for a financial report to appear for a given security!
   
• ✅ If connected to your email: Scan for client emails you haven’t responded to and summarize them in a checklist
   

1. Start a new chat
    
2. Use a prompt like this:
    

“Every Monday at 8am, gather the top 5 news articles about [your topic]. Summarize them for me in a couple of sentences and provide links to the sources.”
 

1. You’ll get an email from ChatGPT at the scheduled time with a link to the chat and the results.
    

• Click your name in the bottom-left of the ChatGPT window
   
• Go to Settings → Schedules
   
• There, you can view or edit the reminders you’ve set
   

⚠️ Important: This feature is only available to paid ChatGPT users

 OpenAI keeps moving fast—and while new features are always exciting, sometimes it means old ones disappear without warning. That’s exactly what’s happened with a powerful feature inside ChatGPT Projects.

If you’ve been using Projects to organize your work, here’s an important update:
The ability to set custom instructions for each Project has been sunsetted.

Until recently, you could create a Project inside ChatGPT and add Project-specific custom instructions—a great way to keep your chats consistent and relevant to a particular topic or client. I’ve used this feature extensively myself, and I’ve recommended it to many of you as a way to keep business and personal tasks separate, maintain a certain tone or persona, or even teach ChatGPT how to act like a LinkedIn or email marketing expert in a specific workspace.

But that feature is now gone.

• You can no longer create or edit Project-specific instructions. 
• Any instructions you had saved to a Project are no longer visible or accessible. 
• Unless you had a backup somewhere, those instruction sets are lost.

This can be especially frustrating if you relied on those instructions to guide ChatGPT’s tone, style, or function within a particular Project—whether it was a client workspace, social media project, or personal archive.

You can still get the same results—you just have to use a different method.

If you remember what you wrote in the Project instructions, copy that content into a text or Word document. This could include:

• Instructions about tone (e.g., “Always write in a casual, upbeat voice for social media”) 
• Role prompts (e.g., “Act as a fundraising strategist with nonprofit expertise”) 
• Style or formatting rules (e.g., “Use short paragraphs and bulleted lists for readability”)
   

Once that file is uploaded to the Project, ChatGPT will reference it every time it generates content inside that Project. It will treat that file as background knowledge—just like the instruction set used to be.

Begin a new chat inside your Project, and ChatGPT will use the uploaded file(s) to guide its responses.

If you’re working on marketing content, sales workflows, or anything that requires a consistent tone, uploaded instruction files are now the key to keeping your work on track.

For example:

• Working on a LinkedIn strategy project? Upload a file that outlines your tone, audience, and content plan. 
• Managing onboarding scripts? Upload your service description, key talking points, and onboarding process as a reference.
   

This new method takes a little extra effort upfront—but it’s still a solid workaround that gives you control over how ChatGPT responds inside different projects.

OpenAI is constantly improving how Projects work, but changes like this one can catch you off guard—especially if you’re in the middle of a launch or client engagement.

If you’re unsure how to update your Projects or you’re not sure what was in your old instructions, feel free to reach out. I’m happy to walk you through a quick solution or help you create reusable files you can upload across Projects.

AI is still your time-saving sidekick—but like all tools, sometimes you have to adjust how you use it.

If you're like me, you’ve probably used ChatGPT for both business and personal tasks—everything from marketing emails to figuring out why your rose leaves are turning yellow. At first, this wasn't a problem. But today, ChatGPT remembers a lot more than it used to—and that means your personal and professional worlds can start to blur.

Back in the early days of ChatGPT, each chat was essentially a blank slate. No cross-referencing, no memory carryover. But now, if memory is turned on, ChatGPT can draw from other chats and saved information—sometimes in ways you don’t expect.

That means your ChatGPT-written blog post might reference your dog, Slim Jim. Or your new bio could include a comment about your son not being able to sit still lately.

If you're on the paid version of ChatGPT, there's a simple and effective way to separate personal from professional use: Projects.

Here’s how to do it:

Click the Projects tab in the left sidebar and start a new one called “Personal.”

Any time you’re asking about family vacations, home maintenance, or school schedules, open a chat inside your Personal Project.

Use the Project Files feature to upload personal documents like your kid’s school calendar, medical notes, or anything else you want ChatGPT to reference only in personal chats.
👉 Important Note: ChatGPT does not use uploaded project files (or any uploads) to train the model.

Click on “Custom Instructions” in the Project and paste this in:

“Do not save any information in any of the chats in this project to memory. The information in the chats in this project should not be used in any chats outside of this Personal Project.”
 

This keeps your data siloed—no accidental sharing across contexts.

Already have personal chats floating around in your main workspace?
Click the three dots next to the chat title → “Move to Project” → select “Personal.”

If you’re concerned that ChatGPT may have already remembered something personal, go to Settings → Personalization → Manage Memory and remove anything you don’t want it to retain.

There’s a lesser-known but powerful tool inside ChatGPT: the microphone icon located inside the prompt box in the lower right-hand corner — just to the left of the black circle.

This is not Voice Mode. It’s a dictation tool that turns your speech into text.

You can use it on your phone or computer. Just click the microphone, start talking, and ChatGPT will convert everything you say into a structured summary. It even pauses and resumes, so interruptions are no problem. Just pick up where you left off — it will still make sense.

What makes it especially powerful is that you don’t have to be organized. You can ramble, brainstorm, or speak in fragments — ChatGPT will sort it all out.

• Post-client meetings — capture notes on the spot
   
• Networking events — record your thoughts in the car on the way home
   
• Squishy brainstorming — speak freely and let it organize later
   
• Ongoing to-do lists — just add to it as things come to mind
   

And if you're recording client meeting notes, immediately follow it up with a prompt like:

“Create a personalized follow-up email for this meeting. Start with something personal from our conversation, then summarize what we discussed, and end with a list of action items.” 

Want to make that follow-up even better? Create a custom email persona in ChatGPT that matches your brand’s tone, opening/closing style, and structure. (More on that in an upcoming tip.)