May 22, 2025 • 12 mins
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EPISODE DESCRIPTION
In this episode, Tom & Brandon share one of their trainings with Tango, where Tom breaks down how he's building a custom GPT email marketing drip campaign for potential new clients he's gotten from social media.
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📧 Email Us → ontario@tangofinancial.ca
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Welcome back to another trainingsession episode where we pull back
(00:03):
the curtain, give you behind thescenes access to the strategies,
insights, and conversations wehave at our brokerage, Tango
Financial.
This is real training, real
takeaways to help drive results inyour business.
So enjoy.
So to give you some context, what
I've been working on lately is nowthat I've...
My social has been popping off.
I'm like, hey, you know what?
(00:24):
Let's use ManyChat and startcapturing some emails.
One of my latest videos, I had acall to action to comment guide in
the video.
That sent them three guides
specific to three differentmortgage strategies.
In that, they, of course, hadto... input their email.
So I did this, I think I postedthis video maybe five days ago.
(00:45):
And we're looking at, I believe atthis point, probably around 500,
600 emails from the one video.
So what I'm doing now is I'm
creating a drip campaign for emailmarketing, because I have some
emails going out, but not like asustainable once a week email drip
campaign.
So I'm going to start building
that out.
(01:05):
And I'm using ChatGPT to help me
uh help me with that project soi'll share my screen i just
started doing this this morning sothe the full custom gpt isn't
built out yet but i'll show youhow i sort of started building it
out so i basically just told it Iuse my mic for all of this too, so
(01:26):
I don't have to type all this.
It makes it so much faster.
You can use your mic on yourphone, so you can download the
ChatGPT app.
You can use your mic on your
computer.
In this case, I used it on my
computer.
My goal here is to create a custom
GPT that I can pop into and I canstart building out an email.
I can ask it for some advice on anemail.
(01:47):
I want it to just be an expertmarketing assistant specific for
emails.
You can see with my first prompt
here, I'm not going to read all ofit, but that's exactly what I'm
telling it to do.
You'll see it even updated my
memory in GPT.
I can go to my memory and see
exactly what they added in there.
But it'll be something from here.
It's basically saying, hey, Tom'sbuilding out an email marketing.
(02:10):
He's focused on advanced financialstrategies for Canadians.
And maybe that's probably what itupdated here in the memory.
So I'm asking it to give me custominstructions to then put inside
the custom GPT.
And as a reminder, a custom GPT is
how it sounds.
It's a place to go for a custom
goal and outcome that you wantfrom ChatGPT.
(02:30):
I'm using ChatGPT to help meconfigure the custom GPT by having
to give me the instructions to putin place.
I'm making it easier for myself.
I'm not trying to create the
instructions myself.
As you can see here, just by
giving it that one prompt, it'salready giving the lay of the
lands here for how I'm going tostructure it.
(02:53):
I'm like, okay, cool.
So let's dive a bit deeper.
I said, let's continue optimizingthe custom instructions.
Ask me some questions that canhelp better understand what I'm
looking to do.
So that way we can optimize it.
So now it's come back and it'sasked me a series of questions
from voice and brand and tone tocontent strategy, audience and
segments, so on and so forth.
(03:13):
So one thing that I actually
stumbled upon from like a techissue was... I don't know if it's
my mic or my computer or if it'sGPT itself, but I started
answering all of these questionsin one voice recording.
Maybe it was around four minutes.
It just kept bugging out and it
wouldn't send it through for somereason.
You'll see down here, I answered.
(03:34):
the questions and segments.
So I started with question one tofour at a time or one to three,
and then I just kept going.
So there's the first answer for
the first three questions.
So I kept going and I did all 12
or 13 questions that it asked me.
And you'll see here, the end
result is the final custom GPTinstructions.
So now that I've got this, all I'mdoing is I'm just going to copy
(03:59):
and paste this.
And For me personally, I'm not
going to be, I mean, you can, Ipersonally don't like it giving
prompt ideas because it's justkind of annoying when they're
always trying to give me theseprompts when I'd rather just give
it custom prompts myself.
So I would just copy this, then I
would go into my GPTs, GPTs,create a GPT.
(04:21):
Then I copied all of it at once,but you would copy the
instructions in here and the nameportion at the top, copy that in
here, so on and so forth.
Click save.
Then we did this in our previoustraining, but then you would go to
(04:42):
create and you can start giving ussome more instructions here or you
can go over to the preview.
This is where you can play with
it.
Anything you put in here is not
going to save to the custom GPT.
This is more so you testing it.
This side is where you can speakto the custom GPT and add more
(05:05):
information by having aconversation with it.
If you want to bypass this,because this side takes longer,
but it is good for the firstcouple of GPTs you build out
because it's a little easier.
If you know what you want, you can
just go into here and just placeit in here, and it's a lot faster.
And the really cool part is youcan upload files.
So let's just say I want it tounderstand how I speak from a tone
(05:28):
and tonality perspective.
I'll upload transcripts of videos
that I've done.
I'll upload Google Docs of past
emails I've done.
And I'll put it in here and I'll
tell it to read and analyze myvoice.
And so that way it can sound likeme going forward.
Yeah, that's cool, man.
I like it.
it. It's pretty neat once youstart getting into the custom GBTs
for how much you can remove fromyour workload.
(05:51):
Also, if you're feeling stuck,it's great just to get the ball
spinning again.
A lot of what we talked about, and
it's going to come out in ourpodcast episode tomorrow, is what
AI is going to do to the industry.
And I think there's a lot of
people that are scared for what AIcan do.
and taking their jobs away andthings of that nature.
(06:13):
But also there's the whole otherflip side of that.
Whereas if you're learning andyou're implementing some of this
stuff, AI is the tool that's goingto put you to the top.
And like any big transformationalthing in business, it's going to
take out the bottom chunk of theplayers who say, I'm not doing
this.
I'm not going to play this game.
The people who said, I'm never,the business said, I'm never going
(06:36):
to get on Facebook, Twitter,Instagram.
They're gone.
The businesses that were early to
implement and try to learn and tryto play within this new space,
they're the ones that succeed andrise to the top.
So it's not something to be scaredof.
It's something you should learn touse and implement as a tool in
your business.
Yeah, and if you are scared, use
that fear to your advantage.
If you think we're going to be
(06:56):
extinct in 5 -10 years from now,let's get ahead of the curve.
You have no other option.
Are you just going to sit on your
hands?I'm not saying you guys, I'm just
saying in general, if that's whatyou think is going to happen, just
get ahead of it.
My point of view on this is if
that were to ever happen, I may aswell just try to make a shit ton
(07:18):
of money as possible on themortgage side of things if that
were to ever happen, but I don'tbelieve it's going to.
I think we have a longer timehorizon here, especially for the A
players.
We talked about it on the podcast,
and Brandon just mentioned it, butI think the numbers -wise from a
mortgage agent and broker inCanada, I think it's going to go
down, but the ones that stay andexist are going to be thriving.
Yeah, I know Amy's been playingwith ChatGPT a lot because Ryan
talks about it a lot.
(07:38):
And she's building out a really
cool one right now where she'sbeen uploading everybody's rental
worksheets into it.
And then she just puts in all of
her clients' information and it'lltell her which lender has the best
setup for that person.
So she doesn't have to do every
rental worksheet on her own.
I've heard of people doing that.
It sounds awesome.
Yeah, that's great.
Yeah, and I think Ryan has onebuilt out for Manulife One as
(08:00):
well.
Yeah, the Manulife One.
thing that Courtney built out isabsolutely insane.
I started building one out and Iwas like, I don't think it's ever
going to be as good as Courtney's.
So I'm just going to stop.
The last thing I'll say to thistoo, is like AI, ChatGPT, all
these like softwares are veryoverwhelming.
Like there's a lot to learn andthere's so many different options,
but I like to just go narrow onone.
(08:20):
And that for me is ChatGPT.
And I literally built that custom
instruction out in like 10minutes.
So it doesn't take too much timeonce you, once you've learned it
and you can just go crush YouTubefor like three to four hours, not
at a time, but over time you dolike three to four hours of
training on how to use chat to BTand like, you can, you can do it.
(08:43):
It's not like super, supercomplex.
Yeah, exactly.
I was, we, we touched on this in
the podcast.
It's a little repetitive to listen
to the podcast, but something I'vebeen doing is just like my
daughter's learning to read rightnow when she's working on her
reading.
I'm hopping into that GBT and
playing around and learning there.
And I'm trying a few different
ways.
So like learning with YouTube
videos, learning just withexperimentation and playing around
(09:04):
with things.
Case studies, like watching what
Tom's doing, watching what peoplein the real estate industry are
doing or different industries andtrying to apply it to my business.
And I'm getting a little bitbetter each time with it.
And now I find like before IGoogle.
would used to go to Google forthings.
Now I go to ChatGPT.
I think that's what clients will
start doing eventually as well.
So you want to make sure you're in
(09:25):
line and coming up with thecontent they're looking for there.
Yeah, it's very true.
Like I find myself using ChatGPT
way more than Google now.
The only time I use Google is like
maybe Google Maps.
And if I'm like searching for a
restaurant, but even then likeI'm...
I'm still using ChatGPT for bestrecommendations.
So it's taking over.
Oh yeah, like ChatGPT does my
(09:45):
groceries for me.
Straight up.
I just like tell it.
I was just like, I need this many
dinners.
My kids are picky.
So don't give me any recipes thathave this, this, this or this in
it.
And it'll literally meal plan my
week and give me an itemizedgrocery list.
And I just order it on Instacartand I don't even leave my house.
When you go to that last step withInstacart, do you tell it to load
(10:08):
it for you?Like can it do that?
No, it can't do that.
Like it'll just give you like the
itemized list.
So it's like in the dairy section.
Okay.
This is everything you need from
this.
That's awesome.
And yeah.
And then it just takes like 15
minutes to just go throughInstacart and pick your stuff and
it gets delivered in like twohours.
But like your entire week's worthof like grocery list recipes, the
(10:30):
whole bit, it'll just send youeverything.
How I look at that is that'sprobably, you know, shopping,
making the list, thinking of the.
meals that's probably two hours at
least out of your week yeah likethe shopping alone part is an hour
so um have you guys tried to askfor advice for it um so i met one
girl in a networking event she'slike um she's out in the world
dating so what she does she putsthe guys like you know dating
(10:51):
information in there and then theyask us hey yeah like the shopping
alone part is an hour have youguys tried to ask for advice for
it um so i met one girl in anetworking event she's like um
she's out in the world dating sowhat she does she puts the guys
like you know dating informationin there and then they ask us hey
Is that good if I go on a date andhe will say like, oh, well,
(11:14):
according to this, it's going tobe risky in these parts, but he's
good on these parts.
This guy's not talking.
guy's not talking.
Yes or no?
There's a 95 % chance of success.
That's cool.
That's interesting.
I guess we don't need therapists
or anyone, really.
There's got to be a dating app
(11:35):
that does that now automatically.
There's got to be a dating app
that does that now automatically.
I was like, Hey, this is a 99 %
match based off of everythinghere.
Well, a lot of them do, but youget like second opinion on because
as more you use it, it gets toknow you better.
Like it's a good point.
a good point.
Yeah.
All right guys.
Well, it was good to see everyonetoday.
Catch you all tomorrow and yeah.
Have a great day.
Welcome back to another trainingsession episode where we pull back
(00:03):
the curtain, give you behind thescenes access to the strategies,
insights, and conversations wehave at our brokerage, Tango
Financial.
This is real training, real
takeaways to help drive results inyour business.
So enjoy.
So to give you some context, what
I've been working on lately is nowthat I've...
My social has been popping off.
I'm like, hey, you know what?
(00:24):
Let's use ManyChat and startcapturing some emails.
One of my latest videos, I had acall to action to comment guide in
the video.
That sent them three guides
specific to three differentmortgage strategies.
In that, they, of course, hadto... input their email.
So I did this, I think I postedthis video maybe five days ago.
(00:45):
And we're looking at, I believe atthis point, probably around 500,
600 emails from the one video.
So what I'm doing now is I'm
creating a drip campaign for emailmarketing, because I have some
emails going out, but not like asustainable once a week email drip
campaign.
So I'm going to start building
that out.
(01:05):
And I'm using ChatGPT to help me
uh help me with that project soi'll share my screen i just
started doing this this morning sothe the full custom gpt isn't
built out yet but i'll show youhow i sort of started building it
out so i basically just told it Iuse my mic for all of this too, so
(01:26):
I don't have to type all this.
It makes it so much faster.
You can use your mic on yourphone, so you can download the
ChatGPT app.
You can use your mic on your
computer.
In this case, I used it on my
computer.
My goal here is to create a custom
GPT that I can pop into and I canstart building out an email.
I can ask it for some advice on anemail.
(01:47):
I want it to just be an expertmarketing assistant specific for
emails.
You can see with my first prompt
here, I'm not going to read all ofit, but that's exactly what I'm
telling it to do.
You'll see it even updated my
memory in GPT.
I can go to my memory and see
exactly what they added in there.
But it'll be something from here.
It's basically saying, hey, Tom'sbuilding out an email marketing.
(02:10):
He's focused on advanced financialstrategies for Canadians.
And maybe that's probably what itupdated here in the memory.
So I'm asking it to give me custominstructions to then put inside
the custom GPT.
And as a reminder, a custom GPT is
how it sounds.
It's a place to go for a custom
goal and outcome that you wantfrom ChatGPT.
(02:30):
I'm using ChatGPT to help meconfigure the custom GPT by having
to give me the instructions to putin place.
I'm making it easier for myself.
I'm not trying to create the
instructions myself.
As you can see here, just by
giving it that one prompt, it'salready giving the lay of the
lands here for how I'm going tostructure it.
(02:53):
I'm like, okay, cool.
So let's dive a bit deeper.
I said, let's continue optimizingthe custom instructions.
Ask me some questions that canhelp better understand what I'm
looking to do.
So that way we can optimize it.
So now it's come back and it'sasked me a series of questions
from voice and brand and tone tocontent strategy, audience and
segments, so on and so forth.
(03:13):
So one thing that I actually
stumbled upon from like a techissue was... I don't know if it's
my mic or my computer or if it'sGPT itself, but I started
answering all of these questionsin one voice recording.
Maybe it was around four minutes.
It just kept bugging out and it
wouldn't send it through for somereason.
You'll see down here, I answered.
(03:34):
the questions and segments.
So I started with question one tofour at a time or one to three,
and then I just kept going.
So there's the first answer for
the first three questions.
So I kept going and I did all 12
or 13 questions that it asked me.
And you'll see here, the end
result is the final custom GPTinstructions.
So now that I've got this, all I'mdoing is I'm just going to copy
(03:59):
and paste this.
And For me personally, I'm not
going to be, I mean, you can, Ipersonally don't like it giving
prompt ideas because it's justkind of annoying when they're
always trying to give me theseprompts when I'd rather just give
it custom prompts myself.
So I would just copy this, then I
would go into my GPTs, GPTs,create a GPT.
(04:21):
Then I copied all of it at once,but you would copy the
instructions in here and the nameportion at the top, copy that in
here, so on and so forth.
Click save.
Then we did this in our previoustraining, but then you would go to
(04:42):
create and you can start giving ussome more instructions here or you
can go over to the preview.
This is where you can play with
it.
Anything you put in here is not
going to save to the custom GPT.
This is more so you testing it.
This side is where you can speakto the custom GPT and add more
(05:05):
information by having aconversation with it.
If you want to bypass this,because this side takes longer,
but it is good for the firstcouple of GPTs you build out
because it's a little easier.
If you know what you want, you can
just go into here and just placeit in here, and it's a lot faster.
And the really cool part is youcan upload files.
So let's just say I want it tounderstand how I speak from a tone
(05:28):
and tonality perspective.
I'll upload transcripts of videos
that I've done.
I'll upload Google Docs of past
emails I've done.
And I'll put it in here and I'll
tell it to read and analyze myvoice.
And so that way it can sound likeme going forward.
Yeah, that's cool, man.
I like it.
it. It's pretty neat once youstart getting into the custom GBTs
for how much you can remove fromyour workload.
(05:51):
Also, if you're feeling stuck,it's great just to get the ball
spinning again.
A lot of what we talked about, and
it's going to come out in ourpodcast episode tomorrow, is what
AI is going to do to the industry.
And I think there's a lot of
people that are scared for what AIcan do.
and taking their jobs away andthings of that nature.
(06:13):
But also there's the whole otherflip side of that.
Whereas if you're learning andyou're implementing some of this
stuff, AI is the tool that's goingto put you to the top.
And like any big transformationalthing in business, it's going to
take out the bottom chunk of theplayers who say, I'm not doing
this.
I'm not going to play this game.
The people who said, I'm never,the business said, I'm never going
(06:36):
to get on Facebook, Twitter,Instagram.
They're gone.
The businesses that were early to
implement and try to learn and tryto play within this new space,
they're the ones that succeed andrise to the top.
So it's not something to be scaredof.
It's something you should learn touse and implement as a tool in
your business.
Yeah, and if you are scared, use
that fear to your advantage.
If you think we're going to be
(06:56):
extinct in 5 -10 years from now,let's get ahead of the curve.
You have no other option.
Are you just going to sit on your
hands?I'm not saying you guys, I'm just
saying in general, if that's whatyou think is going to happen, just
get ahead of it.
My point of view on this is if
that were to ever happen, I may aswell just try to make a shit ton
(07:18):
of money as possible on themortgage side of things if that
were to ever happen, but I don'tbelieve it's going to.
I think we have a longer timehorizon here, especially for the A
players.
We talked about it on the podcast,
and Brandon just mentioned it, butI think the numbers -wise from a
mortgage agent and broker inCanada, I think it's going to go
down, but the ones that stay andexist are going to be thriving.
Yeah, I know Amy's been playingwith ChatGPT a lot because Ryan
talks about it a lot.
(07:38):
And she's building out a really
cool one right now where she'sbeen uploading everybody's rental
worksheets into it.
And then she just puts in all of
her clients' information and it'lltell her which lender has the best
setup for that person.
So she doesn't have to do every
rental worksheet on her own.
I've heard of people doing that.
It sounds awesome.
Yeah, that's great.
Yeah, and I think Ryan has onebuilt out for Manulife One as
(08:00):
well.
Yeah, the Manulife One.
thing that Courtney built out isabsolutely insane.
I started building one out and Iwas like, I don't think it's ever
going to be as good as Courtney's.
So I'm just going to stop.
The last thing I'll say to thistoo, is like AI, ChatGPT, all
these like softwares are veryoverwhelming.
Like there's a lot to learn andthere's so many different options,
but I like to just go narrow onone.
(08:20):
And that for me is ChatGPT.
And I literally built that custom
instruction out in like 10minutes.
So it doesn't take too much timeonce you, once you've learned it
and you can just go crush YouTubefor like three to four hours, not
at a time, but over time you dolike three to four hours of
training on how to use chat to BTand like, you can, you can do it.
(08:43):
It's not like super, supercomplex.
Yeah, exactly.
I was, we, we touched on this in
the podcast.
It's a little repetitive to listen
to the podcast, but something I'vebeen doing is just like my
daughter's learning to read rightnow when she's working on her
reading.
I'm hopping into that GBT and
playing around and learning there.
And I'm trying a few different
ways.
So like learning with YouTube
videos, learning just withexperimentation and playing around
(09:04):
with things.
Case studies, like watching what
Tom's doing, watching what peoplein the real estate industry are
doing or different industries andtrying to apply it to my business.
And I'm getting a little bitbetter each time with it.
And now I find like before IGoogle.
would used to go to Google forthings.
Now I go to ChatGPT.
I think that's what clients will
start doing eventually as well.
So you want to make sure you're in
(09:25):
line and coming up with thecontent they're looking for there.
Yeah, it's very true.
Like I find myself using ChatGPT
way more than Google now.
The only time I use Google is like
maybe Google Maps.
And if I'm like searching for a
restaurant, but even then likeI'm...
I'm still using ChatGPT for bestrecommendations.
So it's taking over.
Oh yeah, like ChatGPT does my
(09:45):
groceries for me.
Straight up.
I just like tell it.
I was just like, I need this many
dinners.
My kids are picky.
So don't give me any recipes thathave this, this, this or this in
it.
And it'll literally meal plan my
week and give me an itemizedgrocery list.
And I just order it on Instacartand I don't even leave my house.
When you go to that last step withInstacart, do you tell it to load
(10:08):
it for you?Like can it do that?
No, it can't do that.
Like it'll just give you like the
itemized list.
So it's like in the dairy section.
Okay.
This is everything you need from
this.
That's awesome.
And yeah.
And then it just takes like 15
minutes to just go throughInstacart and pick your stuff and
it gets delivered in like twohours.
But like your entire week's worthof like grocery list recipes, the
(10:30):
whole bit, it'll just send youeverything.
How I look at that is that'sprobably, you know, shopping,
making the list, thinking of the.
meals that's probably two hours at
least out of your week yeah likethe shopping alone part is an hour
so um have you guys tried to askfor advice for it um so i met one
girl in a networking event she'slike um she's out in the world
dating so what she does she putsthe guys like you know dating
(10:51):
information in there and then theyask us hey yeah like the shopping
alone part is an hour have youguys tried to ask for advice for
it um so i met one girl in anetworking event she's like um
she's out in the world dating sowhat she does she puts the guys
like you know dating informationin there and then they ask us hey
Is that good if I go on a date andhe will say like, oh, well,
(11:14):
according to this, it's going tobe risky in these parts, but he's
good on these parts.
This guy's not talking.
guy's not talking.
Yes or no?
There's a 95 % chance of success.
That's cool.
That's interesting.
I guess we don't need therapists
or anyone, really.
There's got to be a dating app
(11:35):
that does that now automatically.
There's got to be a dating app
that does that now automatically.
I was like, Hey, this is a 99 %
match based off of everythinghere.
Well, a lot of them do, but youget like second opinion on because
as more you use it, it gets toknow you better.
Like it's a good point.
a good point.
Yeah.
All right guys.
Well, it was good to see everyonetoday.
Catch you all tomorrow and yeah.
Have a great day.
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I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Ridiculous History
History is beautiful, brutal and, often, ridiculous. Join Ben Bowlin and Noel Brown as they dive into some of the weirdest stories from across the span of human civilization in Ridiculous History, a podcast by iHeartRadio.