ChatGPT Dot Launch Sprint
Turn ChatGPT Dots from a new tool into a practical assistant configured around your work. In this personalized, one-on-one coaching package, we’ll identify a useful starting workflow, work through setup together, and configure your Dot around your priorities. Rather than a generic product walkthrough, we’ll focus on what you want to accomplish and how the tool fits into your day-to-day work.
What's included
One-on-one virtual coaching delivered through a 90-minute live video session with screen sharing, supported by a pre-session intake and a written follow-up. You’ll operate your own account while I guide the setup, explain configuration decisions, and help test your first workflow. Please arrive with access to your account and any tools you want to connect. You will not need to share passwords. Coaching style My approach is practical, collaborative, and focused on a specific outcome. We start with the work you want to simplify, then configure the tool around that goal. I explain each decision in plain language so you understand how to maintain your setup yourself. We’ll prioritize a focused, testable workflow over a complicated configuration, with clear permissions and realistic expectations for what the agent can do.
- Pre-session intake: Share your goals, current tools, and repetitive tasks so we can select a focused use case.
- A 90-minute live setup session: Work through setup and configuration together over screen share.
- Workflow planning: Choose one initial workflow, such as preparing meeting briefs, organizing follow-ups, or tracking project updates, based on available functionality.
- Personalized instructions: Define your Dot’s responsibilities, preferred output formats, communication style, and operating boundaries.
- Connection guidance: Configure relevant supported integrations available to your account, with you controlling sign-ins and permissions
- Testing and refinement: Run an initial task, review the output, and adjust the instructions.
- Written handoff: Receive your configuration notes, reusable instructions, and a checklist for managing and improving your setup.
- Personalized Dot configuration: A setup tailored to your goals, working style, and selected use case, subject to account access.
- Reusable instruction template: Written instructions defining responsibilities, priorities, output formats, and when to request your approval.
- One tested starter workflow: An initial task run and reviewed together, with adjustments based on the results.
Meet your expert
Jonathan M.
AI Strategy Expert | Transform with Proven Enterprise Solutions
I help professionals and businesses turn AI, automation, and better information systems into measurable operational and revenue outcomes. I’m a Toronto-based solutions engineer, enterprise customer success professional, and founder of Plinko Solutions. My work sits at the intersection of AI agents, CRM and workflow automation, sales infrastructure, and enterprise content management—helping teams move from scattered tools and manual handoffs to dependable systems people can actually use. Since 2022, I’ve built and implemented no-code and low-code solutions across prospecting, lead routing, CRM workflows, API integrations, content operations, and AI-assisted processes. Through Plinko Solutions, I’ve delivered client automation projects that improved pipeline velocity, reduced administrative work, and generated meaningful recovered and incremental revenue. Today, I also support regulated-industry organizations with information governance, document workflows, metadata, and intelligent information management. My background spans B2B sales, technical recruiting, customer success, marketing, client management, and education. As a dual U.S.–Canadian citizen raised in a West Indian household, I care deeply about making powerful technology understandable and accessible—not just available to people with technical backgrounds.
