AI isn’t just for answering questions—it can be a powerful strategy partner. I use ChatGPT to research, refine, and enhance my strategic thinking. It helps me organize information, analyze past work, and develop better approaches. Here’s how to use AI for strategy and turn it into a collaborative thinking tool.
Want to discover the best ways to use ChatGPT for strategy development? Schedule a Discovery Call to optimize your approach.
Step 1: Research and Concept Development
Before building any strategy, I start by giving ChatGPT a research task. I ask it to:
- Gather first principles to ensure a strong foundation
- Break down complex ideas using semantic tree learning
- Identify key trends and insights relevant to my project
This AI-powered strategic planning helps me build a broad knowledge base, ensuring my strategy is grounded in solid research.
Step 2: Providing Background Context
For ChatGPT to be truly effective, it needs context. I provide a complete background of my project, which may include:
- Past work and campaigns I’ve developed
- Organizational insights from the company I’m working with
- Documents, PDFs, or presentations related to the project
- Additional research tasks to fill in any gaps
By feeding ChatGPT this information, I ensure it understands the full scope and history of my AI in business strategy.
Step 3: Analyzing Comparable Strategies
Once ChatGPT understands my project, I ask it to analyze comparable strategies. These may include:
- Competitor strategies to see what’s working in the industry
- Past engagements and campaigns I’ve worked on
- Successful case studies to extract best practices
This AI strategic planning process allows me to benchmark my ideas against proven strategies, ensuring I’m not reinventing the wheel but improving on what already works.
Step 4: Collaborative Brainstorming
I don’t just use ChatGPT for research—I treat it like a strategic collaborator. Instead of just asking for answers, I:
- Brainstorm different approaches and ideas
- Debate potential roadblocks and solutions
- Explore alternative strategies and perspectives
A key part of this step is assigning ChatGPT a role—whether as a marketer, strategist, or industry expert—to guide the discussion in a specific direction.
Step 5: Summarizing Key Insights
Once I’ve refined my thinking, I ask ChatGPT to summarize the most important takeaways. This often results in:
- A creative brief outlining the core strategy
- A list of critical questions for client discussions
- A structured framework for execution
This summary helps me validate my AI in business strategy before finalizing it.
Read More: Enhance Your B2B Marketing with a Commonplace Notebook
Step 6: Chat GPT for Strategy Development with Real-World Feedback
Once I have my initial strategy, I take it into a client or team meeting to discuss and test assumptions. If the meeting is recorded or transcribed, I:
- Feed the transcript into ChatGPT for further refinement
- Extract new insights, objections, and feedback
- Adjust the strategy based on real-world input
Depending on the complexity, I might go through several iterations before locking in the final version.
Step 7: Finalizing Deliverables
Once the strategy is complete, I use ChatGPT to polish final documents, whether it’s a:
- Strategic presentation
- Detailed white paper
- Client proposal
ChatGPT acts like a strategic assistant, ensuring my deliverables are clear, compelling, and well-structured.
AI Enhances Strategy, It Doesn’t Replace Thinking
This workflow isn’t about letting AI do all the work—it’s about using it to think better, faster, and more effectively. With ChatGPT as a collaborative tool, I can refine my ideas, streamline my process, and create more insightful and actionable strategies.
Additional Resources
→ My Lead Generation Reading List
$100M Offers by Alex Hormozi
$100M Leads by Alex Hormozi
Expert Secrets by Russell Brunson
The Art and Business of Writing by Nicolas Cole
Founder Brand by Dave Gerhardt
Predictable Revenue by Aaron Ross & Marylou Tyler
The Challenger Sale by Matthew Dixon & Brent Adamson
→ My Sales & Marketing Stack
Notion (Productivity)