CustomGPT for Pre-Sales Enablement

Client Type

Senior Solutions Consultant in a global SaaS firm

Use Case

Pre-sales account planning, discovery call analysis, and demo prep

Problem

The consultant was spending 2–3 hours preparing for each demo — manually reviewing transcripts, compiling account briefs, and organizing demo flows. With multiple calls per week, this workload was unsustainable. They also felt unsure about how to train a CustomGPT to handle nuanced pre-sales tasks without creating more overhead.

Solution

In a single consulting session, we:

• Set up a tailored CustomGPT to run a structured 3-option “Hey Hey” sequence
• Ingested a 57-slide internal product deck for contextual grounding
• Refined the system prompt to handle branching logic and visual formatting
• Shared tactics to reduce model drift and improve consistency across runs
• Demonstrated how to upload discovery transcripts and generate usable outputs (SPICED tables, GTM gap analysis, persona summaries, demo flow templates)

Result

The consultant:

• Cut demo prep time dramatically, saving hours each week
• Gained confidence in maintaining and improving their GPT independently
• Integrated the assistant into daily workflows for smoother, more consistent demos
• Described the biggest breakthrough as “finally building something genuinely useful — not just tinkering.”