On-Demand Webinar

Master the Art of Consistent Client Communication with ChatGPT

  • Recorded December 4, 2024
  • 60 Minutes
  • Available now
4.2 / 5 2 attendee reviews
CE credits
  • 1.00 ATATX (Aurora Accounting)

What You'll Learn

In just 60 minutes, discover how to train ChatGPT to perfectly mimic your writing style and maintain your brand’s voice effortlessly!
  1. The essential elements that define your unique writing style and how to identify them.
  2. The simple steps to train ChatGPT to mimic your exact writing style perfectly.
  3. The complete guide to documenting your writing style for consistent results.
  4. Harnessing ChatGPT's Custom Instructions feature to tailor responses to your needs.
  5. The secret to designing prompt templates that maintain your brand's voice in client communications.
View Full Description

Struggling to maintain a consistent tone and style in your client communications? Join us for an exclusive webinar where you’ll learn how to harness ChatGPT to replicate your unique writing style, ensuring every interaction with your clients is seamless and professional.

In the world of accounting, clear and consistent communication is key. This webinar will show you how to use ChatGPT’s advanced features to train the AI in your specific writing style, create comprehensive writing guides, and develop prompt templates that will keep your communications on point.

Here’s what you discover…

Your Benefits For Attending:
  • Define what writing style is and identify its core elements.
  • Train ChatGPT to recognize and replicate your specific writing style.
  • Create a comprehensive Writing Style Guide.
  • Utilize the Custom Instructions feature in ChatGPT to develop personalized system prompts.
  • Design a prompt template for responding to client emails in a consistent style.
  • Implement strategies to maintain consistency in client communications using ChatGPT.

This isn't just another training session. It's your key to mastering AI-driven communication strategies that will elevate your client interactions and reinforce your brand identity. Gain exclusive insights and practical techniques that you won’t find anywhere else.

Meet Your Speaker

Mark Wickersham

Mark Wickersham – Chartered Accountant, public speaker, and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do...

View Full Bio of Mark Wickersham

What Attendees Are Saying

  • “It would have been helpful if Mark could have presented the prompt information in a word document instead of scroll...”

    Disa W. , CFO

  • “Good presentation - information quick and hard to keep up with what I needed to get out of the information”

    Marlene R. , CPA
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2 attendees rated this webinar 4.2 out of 5 on average.

4.2 Overall Rating

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CE Credits

These are the continuing education credits available to you for this webinar.

  • 1.00 ATATX Aurora Accounting Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.
Table of Contents
  1. Introduction 
  2. You Will Discover… 00:05:51
  3. The Elements of Style 00:07:48
  4. Your Free Resource 00:13:58
  5. ChatGPT For Accountants and Bookkeepers 00:14:08
  6. How to Create Your Writing Style Guide 00:15:21
  7. Connect With Me 00:31:08
  8. The Power of Custom Instructions 
  9. Prompt Template: Answering Client Emails 00:35:35
  10. Exclusive Insights and Free Training 00:51:17
  11. What We Covered 00:56:61
  12. Presentation Closing 01:03:07
Index
  • Artificial Intelligence (AI) 00:01:34, 00:05:37, 00:12:32, 00:31:42, 00:51:31
  • ChatGPT 00:00:09, 00:05:20, 00:06:52, 00:12:23, 00:14:10, 00:15:23, 00:31:59, 00:50:24
  • Prompt 00:15:52, 00:50:28
Key Terms
Artificial Intelligence (AI)
Artificial intelligence is intelligence demonstrated by machines, as opposed to the natural intelligence displayed by humans or animals.
ChatGPT
ChatGPT, which stands for Chat Generative Pre-trained Transformer, is a large language model-based chatbot developed by OpenAI and launched on November 30, 2022, notable for enabling users to refine and steer a conversation towards a desired length, format, style, level of detail, and language used.
Prompt
ChatGPT prompts are the textual inputs (e.g., questions, instructions) that you enter into ChatGPT to get responses. ChatGPT predicts an appropriate response to the prompt you entered.

Frequently Asked Questions

How can accountants train ChatGPT to replicate their unique writing style for client communications?
Training ChatGPT to replicate your specific writing style requires a systematic approach that begins with analyzing and documenting the elements that define how you communicate. Your writing style encompasses vocabulary preferences, sentence length patterns, tone (formal vs. conversational), punctuation habits, how you structure information, and how you address clients—all of which combine to create your professional brand identity. The process involves providing ChatGPT with annotated examples of your actual writing, describing the stylistic elements explicitly, and using the Custom Instructions feature in ChatGPT to encode these preferences into a system prompt that influences all future outputs. Once trained, you can use prompt templates to generate consistently styled responses to common client communication scenarios—follow-up emails, engagement letters, fee proposals, and tax reminder notices. Mark Wickersham's ChatGPT client communication webinar, available through Aurora Training Advantage, provides accountants and bookkeepers with a step-by-step framework for building and deploying this AI writing capability to maintain brand consistency at scale.
What is a Writing Style Guide and how does it help accountants use AI for client communications?
A Writing Style Guide is a documented reference that captures the specific elements of your professional communication style—serving as both a training resource for ChatGPT and a consistency tool for any team member who communicates on behalf of the firm. For accountants using AI, a style guide typically includes: examples of preferred sentence structures, a vocabulary list of phrases you do and don't use, tone guidelines (how formal you are, how you handle bad news, how you open and close emails), formatting preferences (bullet points vs. prose, length expectations), and sample before/after rewrites that illustrate the desired style. Once created, the style guide is used to train ChatGPT through its Custom Instructions feature, enabling the AI to apply your preferences automatically. This is particularly valuable for accounting firms where multiple staff members draft client communications—the style guide creates organizational voice consistency even when different people are writing. Mark Wickersham's webinar through Aurora Training Advantage walks participants through creating a comprehensive Writing Style Guide and integrating it into their ChatGPT workflow.
What is ChatGPT's Custom Instructions feature and how can accountants use it to improve consistency?
ChatGPT's Custom Instructions feature allows users to specify persistent preferences and context that the AI applies to every conversation—without having to repeat them each time. For accountants, this feature is transformative for client communication consistency. The Custom Instructions interface has two fields: one for context about who you are and how you work (your firm's specialty, client base, communication philosophy), and one for how you want ChatGPT to respond (tone, format, length, style preferences). By populating these fields with your Writing Style Guide summary and communication preferences, you effectively create a personalized AI assistant that generates outputs aligned with your brand voice from the first message. This eliminates the need to include lengthy style instructions in every individual prompt, saving time and ensuring consistency even as the complexity of your prompts grows. Mark Wickersham's webinar on consistent client communication with ChatGPT, available through Aurora Training Advantage, includes a practical walkthrough of setting up Custom Instructions and testing them against real accounting communication scenarios.
What prompt templates should accountants create for common client email scenarios?
Prompt templates for client emails allow accountants to generate high-quality, consistently branded communications quickly by combining reusable prompt structures with specific situational details. Effective templates for common accounting scenarios include: tax return completion notices (with the specific client name, tax year, balance due or refund amount, and payment instructions slotted in), deadline reminder emails (with customizable urgency levels), fee proposal follow-ups, engagement letter cover notes, responses to client inquiries about specific tax issues, and year-end planning invitation emails. A well-designed template specifies the communication objective, the client context, the desired tone, the key information to include, and the preferred length—leaving blanks for the variable information that changes per client or scenario. When combined with ChatGPT's Custom Instructions for style matching, these templates produce outputs that require minimal editing before sending. Mark Wickersham's ChatGPT client communication webinar, through Aurora Training Advantage, provides accountants with a complete prompt template design framework and example templates they can adapt immediately.
How does consistent client communication through AI help accounting firms build stronger client relationships?
Consistent client communication is one of the most powerful, yet underinvested, relationship-building tools available to accounting firms. Research consistently shows that clients' perception of service quality is driven as much by how they are communicated with as by the technical quality of the work itself. Firms that communicate proactively—sending timely updates, reminders, and follow-ups—create a sense of being cared for that drives retention and referrals. AI tools like ChatGPT enable accounting firms to achieve a level of communication consistency and volume that would be impossible through manual drafting alone: every client gets a thoughtful, personalized-feeling communication on schedule, regardless of how busy the firm is. This levels the playing field between small firms and larger competitors with dedicated client service teams. Mark Wickersham—known for helping accounting firms double their profits—frames consistent AI-assisted communication as a core revenue strategy, not just an efficiency tool. Aurora Training Advantage's webinar on consistent client communication with ChatGPT provides the practical implementation roadmap to make this strategy operational.