Case Study: CustomGPT for Pre-Sales Enablement
Consulting · B2B SaaS
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
- Said the biggest breakthrough was “getting over the hump” and finally building something genuinely useful, instead of tinkering without results