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Customize ChatGPTs Instructions & Memory Now to 10x Your Work Later
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Most people don’t realize that ChatGPT can be customized in multiple ways to dramatically improve results. In this episode of The AI-Driven Marketer, Dan Sanchez walks through the four levels of personalization for ChatGPT and shares his approach to customizing AI for maximum efficiency. If you’ve ever wrestled with ChatGPT, Gemini, or Claude—going back and forth to get the right response—this episode will show you how to eliminate that friction. Learn how to leverage custom instructions, memory, projects, and custom GPTs to get ChatGPT working smarter for you.
🔹 The Four Levels of ChatGPT Personalization:
1️⃣ Base Model – The default AI personality and training.
2️⃣ Account Level – Custom instructions and memory settings.
3️⃣ Project Level – Using projects and custom GPTs for different areas of work.
4️⃣ Prompt Level – Optimizing individual interactions with AI.
Dan also shares a game-changing one-prompt hack to improve ChatGPT’s memory and efficiency, along with practical strategies for identifying repetitive tasks and automating them within ChatGPT.
Resources & Links:
- AI Business Society – Social Media Examiner: https://www.socialmediaexaminer.com/aisociety/
- Full Tutorial on CustomGPTs: https://danchez.com/advanced-guide-to-building-customgpts-for-chatgpt/
- The One-Prompt Hack to 10X ChatGPT Outputs: https://danchez.com/one-prompt-to-10x-your-future-chatgpt-outputs/
Timestamps:
- 00:00 - Intro: How ChatGPT Customization Can 10X Your Results
- 00:15 - Welcome to The AI-Driven Marketer
- 00:31 - The Struggle of Wrestling with AI Models 01:14 - Why Personalizing ChatGPT is Critical
- 02:51 - The Four Levels of ChatGPT Personalization
- 03:12 - Level 1: Base Model - Understanding Pre-Trained AI Behavior
- 03:52 - Level 2: Account Level - Custom Instructions & Memory
- 06:09 - Setting Up Custom Instructions for Better AI Responses
- 08:24 - Optimizing ChatGPT’s Memory for Personal & Business Use
- 11:37 - Level 3: Project Level - Using Custom GPTs & Projects
- 12:32 - Managing Multiple Clients & Workflows with ChatGPT
- 14:09 - Brand Bots: Creating AI Assistants for Clients & Projects
- 15:20 - Layered Instructions: Making AI More Context-Aware
- 16:12 - Level 4: Prompt Level - Fine-Tuning AI Output
- 16:31 - The One-Prompt Hack for Better ChatGPT Personalization
- 17:41 - Identifying Repetitive AI Interactions & Automating Them
- 18:32 - Closing Thoughts & How to Get More from This Series
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Transcript
Introduction to Customizing Chat GPT
00:00:00
Speaker
Most people don't know that there are multiple ways that you can customize chat GPT in order to 10X your results. So in this episode, I wanted to show you step by step how I'm approaching the customization ability of chat GPT in order to get the most out of AI.
Challenges with AI Systems
00:00:15
Speaker
Welcome back to the AI Driven Marketer. I'm Dan Sanchez. My friends call me Dan Chas. And today I'm going to be walking you through the four levels of personalization and how I'm personally customizing chat GPT in order to get the most out of this program. But first I have to ask a question.
00:00:31
Speaker
Have you ever wrestled with chat GPT or Gemini or Claude? All these programs work about the same right now. I know there's differences between them, but still, have you ever wrestled with it? Have you ever been like, like, no, this is what I mean. This is what I mean. And you have to go back and forth over and over to finally get what you want.
Automating Repetitive Tasks
00:00:49
Speaker
And then, have you done that, wrestled with it, gone back four, five, six, seven prompts in order to finally get the output you wanted, but then you had to do it again, and you had to do it again to the point where you're kind of doing the same task over and over again, but you're having to load the prompt on the front end. You even copy and paste it from somewhere else because it's gotten so tedious in order to get the same level of results out of chat GPT.
00:01:14
Speaker
Well, that's why there are ways to customize it so that you don't have to do that anymore. It can learn itself or you can take the time to customize it so that it does what you wanted to do every single time. Personally, I kind of hate doing the same thing more than a few times.
00:01:33
Speaker
If I have to do something a few times, I'm quickly looking for a way to automate it or delegate it or maybe even just eliminate it because I don't like doing
Strategies for AI Adaptation
00:01:41
Speaker
repetitive things. I like thinking of new things, engineering systems, writing new content, and finding new things to figure out, problems to fix.
00:01:50
Speaker
So by the time I'm having to do something again, I'm quickly figuring out who can do this or how can AI automate it, which is why I'm here talking about AI today. It's one of the things about me that has led me to go deep into automation, deep into setting up even SOPs, those standard operating procedures for teams, so I can effectively record ah ah a how-to video or a loom video or something or a video like this.
00:02:15
Speaker
and then hand it off to somebody else to be like, here's the process for how to do the thing. I've figured it out. Please take it, complete it, even improve it if you'd like. In the future, we're going to need this more and more to take advantage of the AI agents that are coming to help us with our jobs.
Levels of Chat GPT Customization
00:02:33
Speaker
So we have to quickly think about how to eliminate, how to automate, and how to delegate. More and more of those automation and delegation is going to be blending. A big part of what we can do to start preparing for that future now is learning how to customize and essentially give instructions to AI in order to better meet our needs.
00:02:51
Speaker
So with that, let's dive into the four levels of personalization for chat GPT today. Now I'm going to be opening up my screen right here, but if you're only listening, just know I'm going to be talking through it the whole time and you won't be missing much if you're only getting the audio version of this episode. So this is the four levels of customization and I have a little platform down here at the bottom.
00:03:12
Speaker
Called chat GPT for oh whatever it is the model that you're currently using whether it's 0 1 0 3 mini Whatever it is in the future just know that chat GPT already has like a certain personalization to it and every platform does and some people prefer chat GPT 4 0 2 Claude or Claude to Gemini or whatever it might be but every version of AI out there is already has this post training that gives it a sense of what it how it responds to you and what it what it opts for you notice they're all very nice and pleasant to work with oftentimes too agreeable right that's all pre grown pre programmed into it at the base level so that's so one place that we're starting from
00:03:52
Speaker
The next level up is the account level. So this is your individual account that you are either using for free or maybe using the Plus, maybe the Pro, maybe a Team level. There is the account level that is personalized for you. And the way you personalize it is by adding in custom instructions and updating its memory. I'm going to show you exactly how to do that in a moment, but let's move on to the next level of customization. That is at the, what I call the project level. Yes, there is a thing in chat GPT called projects, but there's also custom GPTs, right? It's a
00:04:28
Speaker
subsection of chat GPT where you can kind of give instructions or personalize it for either a number of chats inside a project or a series of chats inside a custom GPT. This is often useful if you are in an agency and you have multiple clients. Well, you can set up specific projects per client without the instructions that are customized for a client going into the and the the chats that you're having about a different client.
00:04:56
Speaker
And then the last one, of course, is down to the individual chat or prompt. So this is what's happening, and where most people are missing it is around this project or account level. They're they're they're leaning on what's already programmed to chat GPT 4.0 or to Claude or to Gemini, and then they're just loading everything into the prompt at the final level. But what we want to do in this video is talk about how to use projects and custom GPTs at the project level and custom instructions and memory at the account level in order to make the most of AI.
Using Projects and Custom GPTs
00:05:30
Speaker
So let me show you how I'm organizing it in order to make the most of it. Now here I'm logged into my custom GPT and let's start at that first account level before exploring custom GPTs and projects. I'm going to go into the upper right hand corner and click on my profile tab. There the menu drops down and there is a
00:05:48
Speaker
button for settings. I'm going to go ahead and click that. And then there is another tab once you have the the kind of window that pops up with all the settings called personalization. I'm going to click that and you can see there's two different areas here. Like I mentioned in the four ways of customizingization customizing AI is one is called custom instructions and the other one is called memory.
00:06:09
Speaker
Now let's dive into the custom instructions first. This has changed just recently. It used to just be two boxes, but now it's given broken it down into a couple of different fields to help AI, or essentially to help you tell AI a little bit more about you and how it can be helpful to you. The one is, what should chat GPT call you? I just put my first name, Dan. What do you do? i put I am an AI marketer, educator, and creator so that it can better understand I'm generally working on.
00:06:37
Speaker
uh what traits should chat gpt have this is kind of like the personality of the ai like what how do you want it to behave it actually gave me some suggestion it gives you some suggestions like do you want to be chatty witty straight shooting encouraging gen z skeptical traditional forward thinking poetic actually clicked the witty button and and the skeptical button, believe it or not, because I actually find that it's a little bit too agreeable. And then I added a little bit more myself. So the witty button actually prompted it with use quick and clever humor when appropriate. And then the skeptical added this next one of adopt a skeptical questioning approach.
00:07:14
Speaker
I also added in a little extra. I said, challenge my ideas if they are weak or ask questions proactively to gain clarification if more details are needed. Because there's often times where I'm telling it to do something when if I were delegating it to a person, that person you know A clever person would be like, hey, like I understand you want me to build a marketing plan, but like can you give me a few more details first so that I can go off and do the project that you want me to complete? I want AI to proactively prompt me back when it needs more details in order to do a good job. so I've instructed it to do this and I found that it does do a better job and the personality is a little bit more interesting when you ask it to put some clever humor into it and ask it to be a little bit more skeptical in order to push back on you a bit more.
00:08:00
Speaker
Now, the next part is, anything else chat GPT should know about you, which is pretty much a grab bag of whatever else you want to load into it. I put a bunch of different things, and I've just collected these things because I found that over time, these are just things that I generally wanted to do across all my custom GPTs, across every chat. There's no exception for these things, so you have to think about that at the account level.
00:08:24
Speaker
Like, what are the things that I want ChatGPT to do every time X
Integrating Preferences and Updating Memory
00:08:28
Speaker
is mentioned? I want it to do do Y. Every time I tell it to do A, it remembers B. So this is what I've put here for mine. So I find if I'm having to tell it things multiple way or multiple times and to remember it even across custom GPTs, I end up putting it here.
00:08:45
Speaker
The first one that I have from like a long time ago is always use the word dive in place of delve. right That's kind of an old one. i just got We all got sick of that word real fast. next Another one I have in here is anytime I ask you to write content for a blog, article, social post, report proposal, or presentation, use the Canvas feature. if Anytime I ask you to write content, I never want the content to be in the chat thread. I always want it to be pushed into a Canvas.
00:09:11
Speaker
just a personal preference of mine. Sometimes it auto-detects it. I find it still misses it, even with this in the the instruction. So just keep that in mind, that just because you put it in here doesn't mean it's always going to hit it, but it helps it lean more towards that. And then the last one I put in here is essentially some a bunch of different bullet points. I got like a paragraph here on how I wanted to write a blog post. I have a very specific way that I like blog posts, and there's no exception to it. No matter what client I'm writing a blog post for, whether it's for myself, my employer, a freelance project, it doesn't matter. I always want
00:09:45
Speaker
blog post to have these things in mind. Things like, it should be broken up into multiple chunks, including headers, sub headers, and bulleted, and numbered lists, bulleted sentences. It should be written directly to the reader from the writer's perspective. And I gave it an example. So here's what I find works for me. that that you can try yourself, right? I have a tone to write in a casual yet authoritative tone. This is my general standard blog post format. And then I gave it a few other pieces of advice on how to write for a blog post. But those are things that I always wanted to do no matter where I'm at in chat GPT. So that's everything under customize chat GPT. Let's go back a little. I'm going to go ahead and click cancel and go to memory.
00:10:26
Speaker
I'm gonna go ahead and click manage memories. You can see it remembers things over time. Every every once in a while when you say an I statement, I, this, I, that, it tends to have a little bubble that pops up like memory updated and that it creates a little summary of what you told it. And it'll remember all kinds of things like, hey, Dan has an eight-year-old child and a ten-year-old child. Dan's son Noah is ten years old and is interested in learning marketing. Dan is thinking about activities to start teaching Noah marketing, right? So I remember all these little things that are just kind of helpful over time. I'm going to give you a big tip at the end of this episode to talk about how you can really load these memories up with really useful things instead of random things that it's picking up as we go. So in the memory section, we can actually update memories through this settings interface, but we can update it through chat GPT itself. You can just say, hey, chat, I want you to remember this about me and then tell it what you want it to remember in order to load this memory section.
00:11:19
Speaker
But from the settings plane, we can go through here and periodically like look through here and then just delete things that don't need to be here anymore. anymore. ah Or you can just clear the whole memory bank. So I'm going to go ahead and X out of this and come back to the home page of chat GPT where it says, what can I help you with?
00:11:37
Speaker
to dive into the next level. So again, for the four levels of personalization, that was the the the level up from just using plain vanilla, this is at the account level, the custom instructions and memory. But there are often times where we have lots of different areas of our life that we're managing through AI now. like I know i have I use it personally. I use it for homeschool. I often will use it for my employer, of course, and for my AI-driven marketer podcast like we're talking about right now. i use it for I've used it for clients in the past. I've used it even for managing like some of my church's content. So there's all these different areas and it needs to remember these things about me without them overlapping, right? Because there's things that I do over and over again for this podcast that I don't i don't need those instructions to get confused over with the work that I do for a social media examiner, my employer, right?
Brand-Specific Bots for Streamlining
00:12:32
Speaker
So for that, we have to take the instructions and the personalization and the things that we want to remember and either put into ah a custom GPT or a project. So I actually use multiple projects. And speaking of projects, I did a whole in-depth tutorial on why I love projects, how to make the most of them with some case studies of how I'm using projects. I'm not going to cover it here, but I actually released that in the AI Business Society from Social Media Examiner.
00:13:00
Speaker
So I'll drop a link in the description if you want to go and check that out. I am producing content that is just for them. so that, it's one of my favorite features in Chat GPT now. If you want to check that out, it's over in the AI Business Society.
00:13:14
Speaker
So I won't be covering what projects are and how they're awesome, but it is a place where I'm using it to do work for places like writing my AI book project, right? I talked about how I'm using projects for that and in two videos ago.
00:13:29
Speaker
But I also am using it for projects for Social Media Examiner, like and the Memeingful Marketing, which is a social media series that I'm now producing for their social, it has custom instructions related to who Social Media Examiner is, what their marketing is like, what their writing style and tone of voice are, what the instructions for what this project is and what I'm trying to complete with the different chats associated with this project.
00:13:54
Speaker
You can see over here on the left side, I have dozens of custom GPTs. Some of them are focused on just being my personal writer. Some of them are focused on my employer, like I have SME, Social Media Examiner, which is a brand bot.
00:14:09
Speaker
Just has that has a general knowledge of social media examiner So I don't have to retrain it on who it is and what the writing style is and what the marketing plan is And what the products are for social media examiner every time so every time I'm having general conversations with chat GPT I open up the social media examiner brand bot that has a general education but no specific instructions on what to do other than to help me with marketing related tasks and If you are an agency, you should have a brand bot for every client and then maybe even some custom GPTs that perform very specific tasks. Again, I've done episodes in the past about building general custom GPTs versus specific custom GPTs that only accomplish a very specific task through multi-step instructions. So I'll link to that in the description too.
00:14:53
Speaker
But both projects and custom GPTs can have layered instructions or even documents that they can go to in order to better personalize the results. Because again, the goal is for you to not have to repeat instructing it the same way every single time. In fact, once I am telling it the same thing, I'm often popping up the instructions and just adding another note like, hey, remember, every single time I do this, remember that.
00:15:20
Speaker
And I do it. I'm constantly popping into these things where you can see even this upper right hand, I have the SME bot open in the upper left-hand corner. I can do this little dropdown and click Edit GPT, open it up, and then just start customizing the instructions right there, click Update, and then go back to what I was doing so that I don't have to remember to tell it again that my expectations what my expectations are when I give it a certain prompt.
00:15:43
Speaker
could just remember that, so I don't have to make a huge super long mega prompt every time. I could just give it the simple prompt, knowing that it's going to remember generally what I want. And again, at the last level, there's not always a place to put instructions. You have to wrestle with it a little bit first in order to know what you want. So lastly, I wanted to show you two ways that you can get started today in order to customize chat GPTs so you can 10x results. One is what I'm calling the one prompt.
00:16:12
Speaker
to 10X your future chat you chat GPT outputs. This is an episode I did a few months ago, and I am bringing it back because it's so freaking good. You need to try this. I did a whole episode about this, but let me kind of summarize it. I essentially put it down here, even in the show notes of this one, if you want to try it, but there is a single prompt that you could put into chat GPT.
00:16:31
Speaker
for it to prompt you in order it for you to give it the answers it needs in order to customize just the memory across the account with general things that it needs to know about you in order to customize its results for the future. Let me read the prompt to you. I want you to understand me on a foundational level, gathering information that would be helpful across the broad range of future interactions and topics.
00:16:54
Speaker
Start by reviewing what you already know about me, if anything, and then build on that by asking questions that go beyond my current needs or immediate task. Focus on learning about my core values, preferences, long-term goals, and unique personal and professional characteristics. Your goal is to ask me about things that, once known, will help you understand my perspective, decision-making style, and motivations in any context.
The Importance of Continuous Customization
00:17:16
Speaker
Prioritize questions that would help you provide relevant and personalized support across multiple areas of life, not just immediate requests.
00:17:22
Speaker
Think about who I am holistically and ask what would help you serve me well over time. Yes, it's it's a paragraph of a prompt, but I promise the questions that it will generate from this one prompt, and then if you go and answer it, I i especially like just dictating my answers back into one long paragraph.
00:17:41
Speaker
because it will then update its memory with multiple segments of your answers so that it can better serve you over time. And then the next last piece of and of advice I have for you to get started on this today other than this one mega prompt is to actually think about the things you're having to ask it over and over and over again.
00:17:59
Speaker
You probably know one or two off the top of your mind that you can put into the custom instructions right now But there were will be things so I want you to keep your eyes peeled and you're kind of your mind tuned to the things that you're wrestling with you're like oh every time I have to like work with it over and over again to get it to remember this thing and What is that thing?
Conclusion and Engagement Encouragement
00:18:17
Speaker
Stay tuned for when those things come up and be like, is the moment I need to either update it at a project or custom GPT level or at an account level in order for me to customize chat GPT to work smarter rather than working harder with AI.
00:18:32
Speaker
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