Smarter Marketing for Accountants Using ChatGPT Projects

Marketing doesn’t have to be hard work. It just has to be consistent.

That’s one of the biggest challenges I see accountants face — they know they should be marketing, but they don’t have the systems, structure, or time to do it well.

That’s where ChatGPT Projects come in. When used properly, Projects can help you create better marketing materials, faster — without losing your tone, message, or strategy.

Let me show you how.

And make sure you check out the full video on this topic here.

What are ChatGPT Projects?

Projects are a smart feature inside ChatGPT that help you stay organised. They allow you to group chats together, upload files, and create instructions that guide how ChatGPT behaves inside that workspace.

For marketers and business owners, this means you can train ChatGPT on:

• Who your audience is
• What tone you want to use
• What results you want to achieve

Once it knows that, it can write blog posts, emails, social media posts, landing pages — even image captions — with much less prompting.

Setting Up a Marketing Project

Start by creating a new Project in ChatGPT. Give it a simple name like “Marketing”.

Next, add your project instructions. These tell ChatGPT how to behave inside that workspace. For example, you could say:

“You are a marketing strategist who writes persuasive copy for small accounting firms. Always use short paragraphs, conversational tone, and include practical advice. Target small business owners, especially in the trades sector.”

Then, upload any files that will give it context. The most useful ones include:

• A client persona (your ideal customer)
• Testimonials and reviews
• Success stories from happy clients
• Examples of your previous blog posts or emails

These files are key. They help ChatGPT personalise your content and make it relevant to the people you're trying to reach — even if you don’t mention those details in your prompt.

Writing Blog Posts That Speak to Your Audience

Once your project is set up, writing a blog post becomes much easier.

Let’s say you want to write something on cash flow. Inside your Marketing Project, you could prompt ChatGPT with:

“Write a 500-word blog post about why cash flow forecasting matters. Use one of our client success stories.”

Because your success stories and client persona are already in the project files, ChatGPT can automatically pull in relevant details.

You might get a headline like:

“Why Every Plumbing Business Needs a Cashflow Forecast”

And it will go on to tell a story — perhaps about Tom from Blue Pipe Plumbing — and how he solved a cash flow crisis with your help.

No extra prompting needed. It already understands your audience and your message. That’s the power of context.

Improving Your Email Marketing

You can also use ChatGPT to review and improve your emails.

Let’s say you’ve written a draft email about cash flow support, but you’re not sure if it hits the mark. Drop it into your Marketing Project and ask:

“Improve this email for our audience of small plumbing business owners. Make it more relatable and persuasive.”

ChatGPT will analyse your tone, suggest stronger subject lines, and even rewrite phrases to better connect with the trades audience.

For example, it might replace a line like:

"Let’s schedule a meeting to discuss cash flow forecasting.”

With something more down-to-earth:

“Let’s have a quick chat about getting your cash flow under control.”

It’s these small shifts in language that make your emails feel more relevant and increase the chances of a reply.

Creating Better Visuals

Don’t forget — ChatGPT can now generate images too.

You can ask it to create a thumbnail image for your blog post, include the title, and even overlay a testimonial. That means you don’t have to rely on stock photos or a graphic designer.

In one example, I created a thumbnail that included:

• The blog title
• A quote from a plumbing business client
• A clean, professional layout with a trades-related background

This kind of visual consistency makes your marketing feel more polished — and it only takes seconds.

Other Marketing Use Cases

Once you’ve got your Marketing Project running, the possibilities are endless. You can use it to:

• Write webinar or livestream descriptions
• Plan and draft social media content
• Create landing page copy
• Build lead magnets like eBooks or guides
• Review and improve your website pages

The key is to treat your Project like a toolkit. The more resources you add — testimonials, examples, personas — the more useful and reliable ChatGPT becomes.

Pro Tip

Start with your client persona and a few strong testimonials.

Add these to your Marketing Project, then test ChatGPT with a simple prompt like “Write a blog post about [topic]”. You’ll be surprised how well it understands your audience — even with minimal prompting.

FAQ

What if I serve more than one type of client?

Create separate Projects for each audience. For example, “Marketing – Trades” and “Marketing – Professional Services”.

How do I make sure ChatGPT uses the right tone?

Set clear project instructions. Include tone, format, role (e.g. “copywriter”), and audience. Then check the outputs and tweak where needed.

Can ChatGPT help me write lead magnets or eBooks?

Yes. You can break it down into sections, use prompts to draft each part, and refine it as you go. The context from your project files will ensure consistency.

Want to Learn More?

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Final Thoughts

That’s how to build a smarter, faster marketing workflow using ChatGPT Projects. The time you invest in setting up one or two key projects will save you hours — and help you create content that actually connects with your audience.

Check out the full video on this topic here.

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The Value Pricing Academy Team