MSP Custom GPT Toolkit

Production-ready Custom GPT instruction sets, knowledge base templates, and frameworks for MSP owners. Built for the real world, not theory.

This repository contains the exclusive materials from the "Developing Custom GPTs with OpenAI's ChatGPT" workshop, designed specifically for MSP and copier dealership leaders.

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What's Inside

🎯 Use Case: VCIO Resource Optimizer

Problem it solves: Manual workload tracking and client portfolio balancing across your VCIO team

What you get:

• Complete Custom GPT instruction set
• Sample client contract templates (CSV)
• Time tracking templates (CSV)
• Utilization targets and thresholds (TXT)
• Example prompts and expected outputs

Build time: ~90 minutes
ROI: 2-3 hours saved per VCIO per week

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🎯 Hands-On Scenario #1: Client Onboarding Specialist

Problem it solves: Inconsistent, time-consuming new client onboarding

What you get:

• Starter instruction set (customize for your MSP)
• Service tier definitions template
• Contact and escalation procedures template
• Brand voice guidelines template
• Sample prompts

Build time: ~30 minutes to customize
ROI: 3-4 hours saved per new client onboarding

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🎯 Hands-On Scenario #2: Ticket Triage Assistant

Problem it solves: Help desk overwhelmed with unsorted tickets, critical issues buried in noise

What you get:

• Starter instruction set (customize for your MSP)
• Priority matrix template
• Common issues quick reference guide
• Sample ticket analysis outputs

Build time: ~30 minutes to customize
ROI: 10+ minutes saved per ticket × 50 tickets/day = massive efficiency gains

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🎯 Hands-On Scenario #3: MSP Proposal Generator

Problem it solves: Proposal creation takes 2-4 hours, inconsistent messaging

What you get:

• Starter instruction set (customize for your MSP)
• Service packages and pricing template
• Industry-specific value propositions
• Objection response frameworks
• Sample proposal output

Build time: ~30 minutes to customize
ROI: 2-3 hours saved per proposal

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How to Use These Materials

Step 1: Choose Your Starting Point

Pick the use case that solves your biggest pain point right now. Don't try to build all four at once.

Step 2: Customize the Instructions

Every instruction set includes [MSP_NAME] and [CUSTOMIZE_THIS] placeholders. Replace these with your actual company info, service tiers, processes, and terminology.

Critical: Generic instructions produce generic results. The more you customize for YOUR MSP, the better your Custom GPT will perform.

Step 3: Create Your Knowledge Base Files

Each scenario includes template files (CSV, TXT, etc.). These are starting points:

• Use the same file formats (CSV for structured data, TXT for context/guidelines)
• Keep column names consistent in CSVs
• Don't overcomplicate - simpler is better

Step 4: Build and Test

1. Go to ChatGPT (Plus or Team/Enterprise account required)
2. Create a new Custom GPT
3. Paste in your customized instructions
4. Upload your knowledge base files
5. Test with real scenarios from your business
6. Iterate based on results

Step 5: Deploy and Refine

Custom GPTs aren't "set it and forget it." As you use them:

• Note what works and what doesn't
• Update instructions to fix issues
• Add new knowledge base content as needed
• Test changes before rolling out to your team

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Important Notes

File Formats Matter

✔️ Best formats:

• .txt for guidelines, procedures, context
• .csv for structured data (clients, tickets, pricing)
• .docx for longer documents (if needed)

❌ Avoid:

• Excel workbooks with multiple tabs (GPT struggles with these)
• PDFs with complex formatting
• Images of text (GPT can't reliably extract)

Privacy and Security

These Custom GPTs use OpenAI's infrastructure. Consider:

• Don't upload real client data for testing (use anonymized or fake data)
• Review OpenAI's data usage policies for your account type
• For highly sensitive use cases, consider alternatives like Claude Projects (we'll discuss in the workshop)

When Custom GPTs Aren't the Answer

Custom GPTs are powerful but not universal solutions:

• Don't use them for: Real-time automation, API integrations, complex multi-step workflows
• Do use them for: Content generation, analysis, triage, document creation, knowledge base Q&A

If you need actual automation (not just generation), you need AI Agents or workflow tools.

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Support and Community

Workshop Discord

Continue the conversation, share what you're building, and get help from the community:
[Discord invite link - provided separately]

Questions During the Workshop

Flag me down while I'm circulating during hands-on time.

After the Workshop

• Discord is your main resource
• I'll share additional instruction sets and updates monthly
• Watch for early warnings about OpenAI changes that might break your GPTs

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Quick Start Checklist

• Pick one use case to start with
• Customize the instruction set for your MSP
• Create at least one knowledge base file
• Build the Custom GPT in ChatGPT
• Test with a real scenario
• Deploy to your team (if it works)
• Share your experience in Discord

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Credits

Workshop developed and delivered by Jim Haney
CMO, Doceo
MIT Professional Certificate: AI and Digital Transformation

Connect with Jim: jimhaney.link

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Remember: The difference between a Custom GPT that works and one that fails comes down to specific instructions, clean data formats, and testing. Don't rush the customization step.

Now go build something useful.