How Accountants Can Market Smarter with AI

Marketing is one of those things most accountants never feel quite on top of.

There’s always something more urgent — and when we do finally sit down to write a blog post or an email, it takes far too long.

But there’s a better way.

ChatGPT Projects can now do much of the heavy lifting for you — writing consistent, persuasive copy based on your exact audience and tone of voice.

Let me show you how...

Watch the full video on this topic here.

Why ChatGPT Is Your Ideal Marketing Assistant

You already know that ChatGPT can write pretty much anything.

But what makes it truly powerful for marketing is this: It learns from you.

You can give it:

• Your client avatars
• Testimonials
• Writing examples
• Content formats you use

Once you've done that, it knows exactly what you want — and who you're speaking to. So you get better content, faster.

Setting Up a ChatGPT Marketing Project

The first step is to create a new Project in ChatGPT.

Here’s how I do it:

1. Go to Projects and click New Project
2. Name it something clear like “Marketing – Plumbing Clients”
3. Click Instructions and set your tone, role, and output format
4. Upload the files it needs — like:
   • Client persona documents
   • Testimonials
   • Case studies
   • Sample emails or blog posts
   • Writing guidelines

This gives GPT everything it needs to hit the ground running.

Real Example: Writing a Blog Post on Cash Flow

Let’s say you want to write a blog post titled:

“Why Every Plumbing Business Needs a Cash Flow Forecast”

With your Project set up properly, ChatGPT will:

• Use your client persona to speak directly to plumbers
• Pull in a relevant success story
• End with a powerful testimonial from your client

All without you typing more than a short sentence.

It’s like having your own marketing copywriter — who never forgets who your audience is.

Create Visuals Too — Not Just Words

Here’s something else…

You can even create thumbnail images for your blog posts right inside ChatGPT.

Just ask:

“Create a photorealistic thumbnail image for this blog. Include the title and a client testimonial.”

ChatGPT will design a branded image with the right message and tone. It’s quick, effective, and keeps your marketing assets consistent.

Review and Improve Emails on the Spot

Don’t like the way an email sounds? Paste it into your Marketing Project and ask GPT to:

• Improve the subject line
• Adjust the tone
• Make it more persuasive

Because it knows your audience and has your style guidelines, the feedback it gives is much more targeted — and much more useful.

Pro Tip

Train GPT with your best content. Upload your strongest blogs, most successful emails, and testimonials. GPT will mirror your voice — and even suggest phrases that match how you usually write.

FAQ

What can I create inside a Marketing Project?

Blog posts, email campaigns, LinkedIn posts, webinar summaries, video scripts, landing pages, even social images.

How do I get GPT to write in my voice?

Upload examples of your past work and set tone/style preferences in your Project instructions.

Can I use the same Project for multiple types of clients?

You can, but for better accuracy, create separate Projects for each audience. One for plumbers, one for eCommerce clients, and so on.

Want to Learn More?

If you want to stay ahead of AI and learn how to use it in your firm…

👉 Join my free community: ChatGPT for Accountants & Bookkeepers

You’ll get:

• News and Updates in the world of AI
• Free Video Training Courses
• Reminders and Recordings of Live Training Events
• A growing Community of forward-thinking professionals

Final Thoughts

You’re already doing the hard work.

You’ve helped clients. You know your audience. You have testimonials and stories to tell.

ChatGPT Projects simply bring it all together — so you can write faster, sound better, and show up consistently with less stress.

Your marketing just got easier.

Check out the full video on this topic here.

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Wishing you every success on your pricing journey

The Value Pricing Academy Team