Chat GPT for Client Communication

Increase your team productivity and client-facing communication efficiencies by harnessing the power of AI!

Join us for a session that covers practical applications and case studies, interactive demonstrations, and a ChatGPT playbook that you can implement within your teams.

What you’ll learn:

• An overview of the practical applications for using ChatGPT to enhance client communications and outcomes in your firm
• Real life examples of scripts and prompts to use for client requests, promoting your services, and integrating client meeting notes
• Framework for adopting ChatGPT in your firm that mitigates the risk and empowers your team members to achieve better results

This isn’t just another AI “talk”, it’s a highly practical session that covers details you can implement in your firm straight away. 

Firms are reporting that these strategies are saving their firms HOURS every week and they should be creating the same benefit for you too!  

Learning Outcomes:

• Best practice approach to using ChatGPT for better client communications and outcomes in your firm

• Implementation framework and a “Prompt Playbook” with copy-and-paste ChatGPT scripts to use in your firm immediately

Suited to:

The session will suit those new to using ChatGPT as well as existing users who are not yet fully leveraging its capabilities across their teams. We will cover basic applications as well as some advanced techniques to maximise impact. Accounting firm owners, practice managers, in-house accountants, and those in client-facing roles will all find the content in this session highly relevant.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation