From Confusion to Clarity Workshop: MAster ChatGPT for Business Transformation (Video) (Course Id 2694)

• Who is this course for?
  This course is designed for firm owners, consultants, and financial professionals, including CPAs, who need Continuing Professional Education (CPE) and are looking to strategically integrate AI tools like ChatGPT into their business processes.

• What is this course about or what problem does this course solve?
  The course addresses the common struggle professionals face in using ChatGPT effectively by teaching structured, strategic applications to transform AI from a curiosity into a business asset.

• How can the knowledge from this course be used?
  Learners can use this knowledge to define ideal customer personas, set core business objectives, develop strategic plans, and optimize customer journeys using custom GPT models.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It helps financial professionals gain a competitive edge by integrating AI into their practice, improving operational efficiency, client alignment, and business growth.

• When is this course relevant or timely?
  With AI becoming a habitual part of business, this 2025-released course is timely for professionals seeking to leverage current AI tools for strategic advantage.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video workshop that includes review questions and a final exam, allowing learners to complete it at their own pace online.

Artificial intelligence has moved from hype to habit—but most professionals still struggle to turn ChatGPT into a measurable business advantage. From Confusion to Clarity shows accountants and advisors exactly how to move beyond random prompting and into structured, strategic application. You’ll learn the frameworks, mindsets, and systems that convert AI from a curiosity into a core competency.

In this 81-minute workshop, Jeff Borschowa (creator of the PharosDigital Dojo) demonstrates how four custom GPT models (Patricia, Olivia, Samantha, and Carrie) work together to clarify who you serve, what goals matter, and how to design a customer journey that actually delivers. You’ll see how to define your Perfect Prospect Persona, establish Core Objectives, create a rolling 90-day Strategic Plan, and map the Customer Journey from stranger to loyal advocate—all using ChatGPT as a strategic partner.

Whether you’re a firm owner, consultant, or financial professional seeking a competitive edge, this course helps you cut through AI noise and apply it with purpose. You’ll walk away with a repeatable process to save time, sharpen focus, and align technology with business growth. In short—you’ll stop guessing what AI can do, and start mastering what it can do for you.

Video - NASBA QAS - NASBA Registry - 2694

Course Learning Objectives

1. Define how generative AI and ChatGPT can be used strategically to support business planning and decision making.
2. Apply the “Four Foundational Pillars” framework (Persona, Core Objectives, Strategic Plan, Customer Journey) to real-world business scenarios.
3. Demonstrate how to use custom GPTs (Patricia, Olivia, Samantha, Carrie) to develop personas, goals, and strategic plans.
4. Evaluate how clarity of strategy reduces “drift” and improves team alignment and profitability.
5. Identify opportunities to leverage AI for standard operating procedures and customer-journey optimization.

Chapter 1 - From Confusion to Clarity Workshop: MAster ChatGPT for Business Transformation

Chapter 1 Review Questions