First Name

Last Name

Organization

Email *

1/15 - Have you set up Custom Instructions so ChatGPT knows who you are, and how to work/think and format responses? *

Filled it once but never refined it

Wrote clear details for my role and tone

Fully customized with examples and format rules

2/15 - Have you created Projects to separate contexts and keep files organized? *

I use one chat for everything

I open new chats manually

I’ve created a few Projects

I have defined Projects for each workflow with stored files

3/15 - Have you enabled and reviewed Memory so ChatGPT remembers key facts about you and your work? *

Turned on but never checked

Enabled and lightly reviewed

Enabled and fully curated

4/15 - Have you written a Master Profile that defines your objectives, tone, and best-practice examples? *

No, I just start fresh every time

I wrote something once in a chat

I have a short document

I maintain a clean, linked Master Profile

5/15 - Are you using ChatGPT Group Chats or the OpenAI Atlas Browser to minimize process friction? *

I use it once

I use them on specific cases, if I remember

Open AI's Atlas browser is my default, and I always collaborate via the OpenAI Group Chat

6/15 - Have you implemented a Prompt Library for better accuracy, consistency and time-saving? *

No I always retype from scratch

I have one general prompt framework I always follow

I adapted one prompt framework to my use case

I identified key re-occurring business situations and perfected and stored prompts for each

7/15 - Have you added a built-in self-critique step that asks ChatGPT to review and improve its outputs? *

I do it manually sometimes

I use a prompt for self-review

I embedded it in my System Prompts

8/15 - Have you built Custom GPTs for your recurring tasks? *

I’ve tried one from the store

I built one or two

I have several for repeat workflows and specific subject matter experts

9/15 - Have you connected ChatGPT to any tools (Sheets, n8n, Zapier, Make) to automate routine steps? *

I tried once

I have one simple automation

I use multiple active automations

10/15 - Have you configured your privacy and data-use settings correctly? *

Never looked at them

I’ve disabled some options

I reviewed settings recently

I follow a clear privacy checklist

11/15 - Which best describes your current ChatGPT setup? *

Basic – just default settings

Semi-custom – a few tweaks

Structured – partial system

Advanced – fully customized

12/15 - What would you like ChatGPT to help you with most? *

13/15 - What frustrates you most about ChatGPT right now? *

It doesn’t “get” what I mean

I waste time re-explaining context

Results are inconsistent

It feels like I’m underusing it

14/15 - What kind of help suits you best? *

Automated setup I can install myself

Done-with-you guided setup

Full implementation and updates

15/15 - Is there anything else you’d like ChatGPT or an AI automation to handle for you?