AAIA - Episode 3 - Using Custom GPTs to build a Sales Coaching Feedback Automation
AI and Automation In Action
Custom GPTs in Action: Consistent Sales Call Coaching, Secure Automation, and Scalable AI Adoption
This episode of AI and Automation In Action explains how business leaders can use Custom GPTs to turn AI into consistent, secure operational leverage. Shane and Hunter discuss a real implementation where sales calls were recorded and transcribed, then analyzed by a Custom GPT trained on the company’s sales process to objectively identify what went well, what was missed, and recommended next steps—reducing subjective coaching and improving consistency across reps. They contrast Custom GPTs with repeatedly prompting public models, emphasizing the importance of prompt structure, repeatable formats, and using private instances to avoid proprietary, privacy, and compliance risks. They also describe extending the solution beyond ChatGPT into a dedicated web interface integrated with HubSpot via connectors or APIs, enabling teams to query real CRM data and build layered automations, and note additional value from Custom GPTs tailored to internal applications and vendor documentation.
00:00 Show Intro
00:49 Custom GPTs Overview
01:45 Sales Coaching Problem
03:02 Building The Call Analyzer
04:47 Why Custom Models Work
07:53 Prompt Templates vs GPTs
09:05 Security And Compliance
09:42 More Use Cases And Scaling
11:32 Connectors And Best Practices
12:09 Get Help And Wrap Up
13:57 Podcast Outro
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