Using Airtable Interfaces + ChatGPT For Customer Research, Avatars, And Empathy Maps 🤖🔍

All right what's going on everybody Josh pook here in today's video we're going to be going over how to create customer avatars using Ai and air table and leverage them in your business to make the whole process seamless let's get right into it all right guys so if you're new to this channel welcome my name is Josh I run executive .c we help different businesses grow with uh systems uh marketing Etc a bunch of different stuff sales optimization um and in

This video we're going to be talking about air table and how to actually use it to your advantage and if you're you know been on this channel for a while if you've been following me you may be wondering you know what is air table if you don't know what air table is or why do you use it and let me just give you a quick background on air table and why I use it and how I use it what's my kind

Of uh you know mindset behind using air table and air table I've known about it for a very long time um pretty much right when I got into the whole online world but I wasn't really using it that much um and then probably about sometime last year is when I started adapting it into our company and really making it um a big huge part of our company you can see here we have our stride OS system so is our stride operating

Pers uh operating system and I'll be doing a lot more videos probably surrounding um different builds I have in here and we have a lot of really cool stuff as you can see on the left hand side we're constantly um you know building out new things and whatnot now with air table I'll give you a quick rundown just for beginners here so you kind of know what I'm looking at um in air table you have a few different ways to build

Things okay so you have what's called bases so I'll show you right now here is um right here actually just so you guys know I'm using the air table uh desktop um app all right you can download it really cool um but here is just a web browser version of air table you'll see here um we have data we have automations and we have interfaces so this is what makes air table so powerful and I want you to view air table

If you're new to it not it's not like a spreadsheet a spreadsheet you know is very basic yes you can set it up and like we used to run our whole business basically on like spreadsheet project manager etc etc we had multiple different spreadsheets different spreadsheets for different appointment sets for different sales reps to track kpis all these different spreadsheets and this is what we also gave to our clients we gave like all these different spreadsheets and we we some of

The spreadsheets we put like hundreds of dollars into like and and ourselves like a lot of hours in terms of like either paying certain spreadsheet developers to put in like custom Google scripts and you know setting all these automations up and doing zapier or integrat slake um really just to make it all work and it was really Scrappy really kind of slow or just didn't really feel right especially when you're scaling things like at the start that's okay that's fine um

It's better than nothing than not using anything but once we really started using air table and air table is more of like an app all right so think of a software now it's like a low code well it's really no code software um but any type of software it runs on a database all right and as you start to use air table more and more you'll kind of understand you'll get understanding like the understanding of databases and why they're so powerful

Opposed to just spreadsheets um but you can see here we have a lot of different bases in this stride OS I'm not going to go over them all right here we're looking at our Sher West ethos base where we have like our Visions our values our principles our ethics code of conduct origin story Etc these are different things you know the team can reference and all these certain stuff so data just houses your data right very simple um and you know

You can we have like our objectives key results our missions projections tasks offers offer creation avatars and industries uh cop different bunch of different stuff right if I go to avatars I'll kind of show you what I got here um so right now just lot and just so you guys know uh everything you see in this Strat OS it's still being built out we're it's still fairly uh new to us um in terms of like we don't have every single thing

Optimized correctly like this is something it's a work in progress right but ever since we started using this um it's been so much easier with your business because literally like everything we have is in a database it's like your business has a software it has its own app and the cool thing is you can use the the automation feature and the interfaces which I'll show you in a second to create some really really powerful stuff the interfaces is like basically like

The app all right it's the front so the data on the back end is like the the database of like any sort of software the PowerHouse all right where you're housing the data and then the interface is where you can actually build out interfaces with that data so then you can create these workflows for you and your team and then you can the middle ground is sort of the automations all right where you can have automations right so for example let's

Say you run a coaching business or let's just say you run any business where you're onboarding clients well air table could be very beneficial to instead of just using like we used to use um like uh we went from Google forms and the Google form would go into a automatic Google sheet and then you know we would work with that data in the sheet for the onboarding form to build out the campaign or whatever type of you know service we were

Delivering um we had a few different variations of that and we created some pretty advanced stuff too within that sheet we had a really nice sheet actually but um then we switch to go high level using their forms and obviously I'm a if you've been on this channel I'm a huge fan of go high level it's the best CRM in the world um but in terms of like you know on board Ing and like housing that data especially with their forms

Like it's not it's not what you really want for your customers for like onboarding so air table is good because you can you actually make use of that data and I'll kind of get into that in a second but um so yeah this is this is like let's say you're you know using air table so you um okay so here's the cool thing to bring this full circle on the left hand side in the data side you have different uh kind

Of views that you can have so you can have a grid view calendar view gallery view can band view timeline view list view Gant view Etc and you can also create forms there's forms here and there's forms and interface faces so not going to explain all of air table but I just want to give you guys a quick rundown um as to why we use it and um so you could create a form here and then you could use that form

To that be an onboarding form right um and then the form is basically just used with fields that are here right so you can create new Fields like I could go to the right hand side add a new field there's like you know link to another record in the database so you can link to another base single line text long text attachment checkbox multiple select single select user date phone number email URL number currency percent duration rating formul roll up count

Look up created time last modified Time created by all these different stuff right so you can get really really nitty-gritty with pretty much every area of your business and then um now you actually have a spa a spot where you know one your customer fills out the onard boarding form and it's in your database and then your account managers your team um can actually it's not just like one of those onboarding forms where you know where you fill it out and

Then you don't know like you're never going to actually look at it like you look at it for at the start but then as you're doing like your customer calls or what whatever the case is like you it's it's in a different you know it's in a different Google sheet that's over here and this is over here no if you have it all in one spot then you and your team can actually reference back to that you can have a base

For like Logs with those clients so and you're logging each interaction with the client and you're actually able to kind of like see on a on a on a like bird's eye view all your client interactions where they're at you know when is they're 30 days working with you 90 days working with you all these different steps so you can improve your fulfillment machine you can improve pretty like this is just an example right but you can take this same process

For pretty much every area of your business with air table so that's why I absolutely love love love this uh tool um you know it's definitely up there with in my top tools with this air table and go high level they they are the two main tools that we use in our business right now there's definitely other tools but uh stride OS is basically like the software version of our business I've took all their stuff that was like every single where

All of our slps all of our kpis all of our messaging our our offers and I've been putting them into here um so what you'll see it's not fully done but I'm just going to show you a few different things so here is an example of what you can do now with air table um I like to view it as like I said the skeleton the software of your business so you can set it up you can build custom stuff here

It's very flexible and then what I do is I um see chat GPT or AI whatever AI tool you're using whether it's Gemini Google's new AI or whatever right now let's see top top AI is chat GPT um so you're using AI as the kind of brain and and that creates ideas and then air table is what houses that it's the software right so for example this doing it this way allows you to easily create customer avatars so like for example

You can see here we have Tyler Harris now how did I create Tyler Harris's Avatar and I'll show you and the interfaces so this is kind of like interface of these um and I'll quickly show you U and all I do to get to that is just go to interfaces but uh if I go to in within interfaces you can click up here and you can either click edit or view data view data just takes you back back home takes you

To your home but if we go edit um this is where you can actually edit your interfaces and stuff so I'm not going to go over using interfaces but basically to give you a brief summary you can go add elements these are the elements you can add so text divider grid calendar can band timeline Gallery list chart number record picker so number and chart is cool because then you can create these visually appealing uh like graphs and layouts so this is

Like what we use for all of our like appointment Setters all of our team our leaderboard like we have our leaderboard in here now and we no longer have to use like a complex Google sheet for each sales rep sales agent appointment seter and have these leaderboards we can track everything within air table and create these beautiful looking interfaces that can track things over time that's why I love a table we used to use like I still use notion for certain

Things but air table is just better for this for a company because it can really give you v a nice visual appeal for your data it's a database mainly not a note taking app firsthand so Notions really good for notes and yes you can do some of this stuff with it but it's just not as efficient so that's why we switched all all all of our stuff for this to air table um you can create a button and all this stuff

And I'm going to make more videos on how to build interfaces efficiently and stuff in the future um but uh yeah and then right here we have a customer Avatar record picker so what I did was I just put a record picker right here once you do that you can actually go here and then that's where I pulled the head shot right here so this is an individual record with in our data that we're seeing here and what that means is

Let me just uh go done we're exiting Creator mode now we're in this is a right here is a what is it a can B no it's a gallery right here so I can and you can make it so either these are edible or not within the interface um for example right here this text is edible at the moment but you could make this so it's not edible and you'll see here right we have our Avatar of Caroline Smith all right

What is her experience level she's Advanced all right personal demographics Caroline Smith age 40 gender female marital status married number of uh children two children ages 8 and 12 location suburban area USA occupation professional life coach and speaker role experience level CEO and founder with over a Deca of coaching experience so this is like an example of one of our avatars um uh vertical B2B personal development and coaching sub Niche life and career coaching for midlevel professionals size of employees a

Number of employees solar entrepreneur with occasional contract based team members Revenue uh income levels around mid six figures we have our you know so many so you can get really Advanced with this I'm just showing you guys this and reading through some of it to give you some ideas um quote you know a quote by them I want to create lasting impact for my clients lives while growing a successful business that allows me to cherish every moment with my family demographics

Lives in a welldeveloped area all these different things we have demographics psychographics Hobbies a affiliations current psychological State current metrics current activities average day status current emotions who are they angry at what trends uh do occur in their lives uh what do they secretly ently desire the most is there built-in biases to their decision making and analytical emotional relatable um Tri their tribal language you know all these different stuff right it's very in-depth stuff we have psycho psychographics values interest goals

Challenges pain points behavioral attributes technical technology engagement decision-making style communication style uh background story um we have empathy Maps so think and feel we have you know which includes like who's their main influencers their current tools they're using uh sources of information books magazines blogs gurus what they see uh what they hear says and does pain points gains Etc and then we can connect those to our offers all right and our offer creation I'm not going to go over into that

Right now but we have an offer creation section and that we do the same thing basically what you what you see here for us how efficient we can create these avatars and yes this is like an AI generated image um we have the same thing for offer creation so this allows us to spin up offers very quickly um we have our Industries right here so coaching industry um Marketplace sophistication and awareness and then we have like some breakdowns of the coaching

Indust or the industries in U in the data as well now let me see here so you may be asking okay how do I get something like this so first off let me show you again um so that now you kind of get the concept now to actually get the whole kind of get this done for you um you're going to need to create different um Fields like you see here you don't have to be exactly like this right um but

You can see here we have for in our example we have target audience background story personal demographics current state um Professional Profile desired State psychor Graphics behavioral attributes think and feel CES here says and does pains gains and you don't need it to be this Advanced it could be even honestly if you just had at least an empathy uh empathy map for your avatars you had think feel sees hears says and does pains gains and what you can do basically is

Let me just show you as an example right um don't take this for btim I'm just showing you so what I like to do is stuff like build out and an empathy map let me say an indepth an indepth empathy map um and actually I think I may have posted an empathy map video on this channel I don't know if I did I I may have been meaning to so I'm if you're watching this go check out the channel search Josh

Poock empathy map if you want to get my empathy map if I if it's not up yet then I'm G to post it probably uh either sometime this weekend or next week and I'll actually just cuz I love you guys um and I'm going super hard on content I'm going to give you guys the empathy map uh worksheet that I use and it's in depth I went over it worked on it so but let's just say for the example give me

An empathy map a worksheet with questions to ask to build out a c customer Avatar right so trat GPT of course is going to do its thing and give us these questions which involve think and feel see here and say uh say and do so let's giving us this right now what we were would so you can Implement that over here like I showed you here so sees here says and does pains I just did it by this and then I

As you can see here like I have different questions um bolded with the answers here I like to use emojis just cuz it's visually appealing for me it makes it look nice and pretty not even just nice and pretty but it allows my brain when I'm looking at it to really just kind of understand what the word is saying right off the bat like okay think and feel it's feeling heart ears obviously the ear so um let's see okay um and

Yes by the way guys if you are doing a long text enabling uh Rich Text formatting will allow you to do the whole Bolden italic size Etc okay so see here now if you're liking this video guys um it's actually like oh you can see here it's 4: a.m um so yeah I want to like I said I'm going hard for content for you guys I've been working all day just launched my book client acquisition code if you haven't cop it

Uh copy already make sure to check that out I'll leave links in the description currently on Amazon and it looks like this it's a solid looking book all right for my Blood Sweat and Tears and my heart and soul into this book so it's a hefty book if you need to learn how to get clients you can see here it's very high quality content all right I literally spent months and months writing it so anyways back to now that we're done

Here with chat gbt you could take this information and what I typically do is let's see okay so what is this this prompt um okay so what you would do is you would take these questions customer Avatar I'm just going to copy this worksheet and you can do this different ways I'm just showing you a very fast way for the sake of this video I'm creating an empathy map for my business now this is where you would want to tell it

About your business so cool thing is like basically I want you see it like this the way we do air table it's like Builds on top of each other so first we have a we get a bunch of information about our like we this The Prompt I'm about to do where like you would tell it about your business like my company is executive stride let's just focus on one target market we help coaches we help like coaches agency owners a bunch

Of different a few different verticals but let's just say for the example we help coaches um right I'm not going to get too too in depth right now but we help coaches grow their business you would want to get like the more in depth the better grow their business using systems systems oh using systems Ai and and um acquisition oops strategies right basic basic but we have places in our air table where it literally just says exactly what our company does

Our mission who we like all that stuff and then all I simply do is I copy and paste that information here and then it allows me to build new things about like the business so I would just and I do that for multiple different areas right so that really saves time so creting empathy map for my business so there we go got that and then let's just say I'm just going to give you very simple um uh create an avatar here

With this format answer all question in depth okay and let's just do boom so let's see what we get here now you can always tweak it give the context right so we got Jordan Smith age 35 female location San Francisco right so it's giving us some stuff now like I said this isn't exactly our Avatar because I mean it's not too far I mean we we could work with someone like this actually most likely I haven't fully read it but um

You would want to give it more information and it looks like actually doing a really good job so we got age 35 gender female San Francisco Cali professional de development coach 80,000 annually education master's degree all right think and feel main concerns struggling scale or coaching business maintaining work life balance staying updated with coaching techniques and Technologies to become a thought leader uh in professional development industry is cool um priorities automating client acquisition streamlining business operations and personal development we go

Through all this here and boom you got your information to plug over into air table now I could go awesome please generate me a head shot of this person so I can visualize the Avatar okay so this is something I like to do just because it's looks cool and irritable plus it's cool to see so um you don't have to use an image even right not having the image but I mean why not you have ai it's an infinitely powerful tool

So you may as well use every aspect you can of it in my opinion and all right so we got a couple different ones here this is Jordan Smith of course if you didn't think that looked like her then you could tell it tweak it like hey make her hair blonde or make her a bit more let's say older looking um but now I I would just be happy with that for example I would just download which whichever one I wanted

And then of course you just plug it into air table plug in her name plug in those field right there okay and then like I said with in the interfaces you would be able to see that you could um you know organize it a certain way for you but uh there you have it guys that is you know a quick overview on how we use a table how I use a table why it is so important and this allows us to

Really just we set this up for our clients um depending on what you know our client's needs but C clients definitely you know need something like this if this is something that you think you need in our business that in your business then you can book a call with myself um and we can actually go over and see if if you want act additional help doing this um you know obviously this can get pretty Advanced and pretty intricate you could literally

House your whole business in this tool pretty much um in a sense so it's an amazing tool but yeah it can get a little in terms of building out things and whatnot like this whole thing took me months it was not easy and I haven't even shown you guys guys like the cool stuff I just don't want to show too too much uh right now just cuz it's not some stuff is like not fully complete so I want to um I'll

Be making more videos showing you specific parts of this guys let me know if if there's anything you want me to show you guys within air table any ideas you have um how to actually use this with ghl go high level if you're not familiar with that check out some of my other videos on why you need to be using go high level but really like when it comes to how we can some of the areas I see us being able

To really help our clients is one with air table and systems and all this stuff and two would go high level and then as well as creating content and whatnot so if that's something that could you know you think could potentially benefit you if you want to explore the idea of you know seeing if we can work together make sure to book a call executive.com apply um links for that will be in the description down below also guys if you're new

To this channel make sure to smash the Subscribe button smash that like Buton like button I'm going to be posting a lot more videos guys and uh let let me know know your feedback I really this year I I'm this year 2024 I'm going to give my heart and soul to this content on YouTube I really really want to uh focus on growing this Channel Growing this community guys so strid community.com you can actually join our free Facebook group free Discord

Channel where we can connect as well um you can ask questions make friends in the community and then also guys uh like I said client acquisition code I'll leave a link to that down below as well as I'm going to be doing a six day challenge very soon I'm done the challenge I know I've been saying if you've uh been on this channel for a while I've been mentioning the challenge but it's actually like the content is done and ready it's

Made um I'm just I just have don't have a set date on what I'm going to do it yet since I just did this book launch so that's where my focus is right now so I got the book launch got the content coming and uh and yeah guys anyways don't want to make this video too too long let me know your thoughts down in the comments Below guys keep hustling keep grinding and of course accelerate your stride I will see you

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