β Custom ChatGPT Creation Checklist
Build your AI assistant like a pro β step-by-step
π§± 1. Foundation Setup
- ChatGPT Plus subscription activated
- Clear GPT purpose + role identified
- Decide audience: Personal, Team, Clients, or Public?
βοΈ 2. Build Inside ChatGPT
- Go to chat.openai.com β My GPTs β Create
- Use Create tab to walk through setup prompts
- Choose name + description (clear, role-specific)
π§ 3. Write Instruction Prompt
Include these 3 must-haves:
- Role (what it does)
- Context (who it helps)
- Instructions (how to respond, tone, format)
Optional:
- Include examples or sample outputs in the prompt
π¬ 4. Conversation Starters
- Add 2β3 helpful openers for users
E.g. βWhat can you help me write today?β or βHow do I set up my CRM?β
π 5. Upload Knowledge Files (Chat Pack)
- Upload PDFs, DOCX, or TXT files
- Organize into: Assessments, SOPs, Copy, Examples
- Name files clearly (e.g.,
Funnel_Templates.pdf)
- Reference files in your prompt:
βAlways use the uploaded knowledge as source material.β
βοΈ 6. Enable Capabilities (Optional)
- Web browsing
- DALLΒ·E (image generation)
- Code interpreter (for files, formulas, spreadsheets)
π 7. Test Before Publishing
- Ask real questions your user would ask
- Confirm tone, logic, and file references work
- Make any needed adjustments
π 8. Publish & Share
- Set visibility:
- π Just Me
- π Shareable by link
- π Publish to GPT Store
- Add your builder profile (Settings > Builder Profile)
π° 9. Monetize (Optional)
- List on OpenAI GPT Store
- Bundle into course, community, or coaching offer
- Sell as standalone product or upsell
π― Final Tip:
Save your instruction prompt + file list in a doc β so you can clone, tweak, or relaunch GPTs easily.