Tracking and Adjusting Your Business Strategy with AI #S12E9

This is Season 12, Episode 9 of the ChatGPT Masterclass: AI Skills for Business Success.

In the last episode, we explored how to align your leadership team with strategy without extra meetings by using AI to automate strategy updates and decision summaries. Today, we’re taking the next step—tracking and adjusting your business strategy with AI-driven insights and monitoring.

One of the biggest challenges in business strategy is that plans don’t always go as expected. Markets shift, customer preferences change, and new competitors emerge. AI can help monitor key performance indicators (KPIs), detect trends, and suggest strategic adjustments in real time.

By the end of this episode, you’ll know how to use AI to track business performance, identify when strategy adjustments are needed, and ensure that your company stays agile in a constantly changing environment.

Step 1: Identify the Key Metrics That Drive Your Strategy

Before AI can track performance, you need to define the critical KPIs that indicate whether your strategy is working. These will depend on your industry and business model, but some key areas include:

• Revenue Growth – Is your company meeting its financial goals?
• Customer Acquisition & Retention – Are you gaining and keeping customers?
• Marketing Effectiveness – Are your campaigns driving engagement and conversions?
• Operational Efficiency – Are costs being controlled while maintaining quality?
• Employee Productivity & Satisfaction – Is your team aligned and performing well?

Once you’ve identified these metrics, AI can help monitor them and suggest adjustments when needed.

Step 2: Set Up AI-Powered Performance Tracking

Instead of manually analyzing reports and spreadsheets, you can use AI to automate performance tracking and generate instant insights.

Try asking your Strategy GPT:

"Generate a strategic performance report based on my latest business data. Highlight key trends, identify areas of concern, and suggest any strategic adjustments needed to improve performance."

If you have specific KPIs to track, refine your prompt:

"Analyze my company’s financial growth, customer acquisition trends, and marketing ROI. Identify where we are exceeding expectations and where we need to adjust our strategy."

Now, instead of spending hours on manual reporting, you’ll get an AI-powered executive summary of your business performance.

Step 3: Use AI to Detect Early Warning Signs & Opportunities

AI can go beyond simple tracking—it can identify risks before they become major problems and highlight new growth opportunities.

Try asking:

"Analyze my business performance over the past six months. Identify any patterns that indicate potential risks or untapped growth opportunities."

For example, AI might detect:

• Declining engagement in certain customer segments → Indicates a need for targeted retention strategies.
• A sudden drop in conversion rates → Suggests an issue with marketing effectiveness.
• An unexpected increase in operational costs → Flags a potential inefficiency.

By catching these issues early, you can adjust your strategy before they become major problems.

Step 4: Create a Custom AI for Strategy Monitoring

Instead of manually prompting AI every time you need an update, you can create a Custom GPT for Strategy Tracking that provides ongoing monitoring and alerts.

1. Go to OpenAI’s Custom GPT settings and create a new GPT.
2. Define its role in custom instructions:
   "You are an AI-powered business strategy monitoring assistant. Your role is to track key performance indicators, detect early warning signs, and suggest strategy adjustments to keep the business on track."
3. Upload relevant data sources, such as:
   • Quarterly financial reports
   • Marketing performance analytics
   • Customer retention and churn rates

Now, your Custom GPT will automatically generate performance insights, ensuring that your strategy remains data-driven and adaptable.

Step 5: Automate Strategy Adjustments Based on AI Insights

AI can also recommend changes to your strategy based on performance data. Instead of making reactive decisions, AI can help you proactively adjust course.

Try asking:

"Based on my current business performance and industry trends, what strategic adjustments should I consider for the next quarter? Prioritize recommendations based on potential impact."

This ensures that your strategy remains agile and responsive, rather than following a rigid, outdated plan.

Pro Tips and Common Mistakes

✔ Pro Tip: Review AI Strategy Insights on a Regular Schedule
Instead of waiting for problems to arise, set up a routine AI-generated strategy report.

Try this:

"Provide a monthly strategy review. Summarize key performance trends, any necessary adjustments, and upcoming opportunities."

This keeps strategy updates consistent and proactive.

❌ Common Mistake: Ignoring Long-Term Patterns
AI can detect short-term fluctuations, but true strategic insights come from long-term trends. Instead of adjusting strategy too frequently, ask AI to analyze historical patterns:

"Compare my business performance over the past two years. Identify long-term trends and suggest strategic shifts based on this data."

This ensures that you’re making strategic decisions based on meaningful trends, not just short-term noise.

Practical Takeaway

Your challenge for today:

1. Identify the key metrics that define your strategy’s success.
2. Use AI to generate an instant performance report for your business.
3. Create a Custom GPT for ongoing strategy tracking and early warning alerts.
4. Ask AI to recommend strategic adjustments based on your latest performance data.

By implementing these steps, you’ll have a dynamic, AI-powered strategy monitoring system that helps you stay ahead of market shifts and business challenges.

Call-to-Action

If you found this useful, subscribe to the podcast so you don’t miss the next episode, where we’ll explore how to bring everything together and run a fully AI-integrated strategy process.

AI can track your strategy, detect risks, and suggest improvements—giving you a major advantage in making smart business decisions. Start using it today.

See you in the next episode!

This is Season 12, Episode 9 of the ChatGPT Masterclass: AI Skills for Business Success.

In the last episode, we explored how to align your leadership team with strategy without extra meetings by using AI to automate strategy updates and decision summaries. Today, we’re taking the next step—tracking and adjusting your business strategy with AI-driven insights and monitoring.

One of the biggest challenges in business strategy is that plans don’t always go as expected. Markets shift, customer preferences change, and new competitors emerge. AI can help monitor key performance indicators (KPIs), detect trends, and suggest strategic adjustments in real time.

By the end of this episode, you’ll know how to use AI to track business performance, identify when strategy adjustments are needed, and ensure that your company stays agile in a constantly changing environment.

Step 1: Identify the Key Metrics That Drive Your Strategy

Before AI can track performance, you need to define the critical KPIs that indicate whether your strategy is working. These will depend on your industry and business model, but some key areas include:

• Revenue Growth – Is your company meeting its financial goals?
• Customer Acquisition & Retention – Are you gaining and keeping customers?
• Marketing Effectiveness – Are your campaigns driving engagement and conversions?
• Operational Efficiency – Are costs being controlled while maintaining quality?
• Employee Productivity & Satisfaction – Is your team aligned and performing well?

Once you’ve identified these metrics, AI can help monitor them and suggest adjustments when needed.

Step 2: Set Up AI-Powered Performance Tracking

Instead of manually analyzing reports and spreadsheets, you can use AI to automate performance tracking and generate instant insights.

Try asking your Strategy GPT:

"Generate a strategic performance report based on my latest business data. Highlight key trends, identify areas of concern, and suggest any strategic adjustments needed to improve performance."

If you have specific KPIs to track, refine your prompt:

"Analyze my company’s financial growth, customer acquisition trends, and marketing ROI. Identify where we are exceeding expectations and where we need to adjust our strategy."

Now, instead of spending hours on manual reporting, you’ll get an AI-powered executive summary of your business performance.

Step 3: Use AI to Detect Early Warning Signs & Opportunities

AI can go beyond simple tracking—it can identify risks before they become major problems and highlight new growth opportunities.

Try asking:

"Analyze my business performance over the past six months. Identify any patterns that indicate potential risks or untapped growth opportunities."

For example, AI might detect:

• Declining engagement in certain customer segments → Indicates a need for targeted retention strategies.
• A sudden drop in conversion rates → Suggests an issue with marketing effectiveness.
• An unexpected increase in operational costs → Flags a potential inefficiency.

By catching these issues early, you can adjust your strategy before they become major problems.

Step 4: Create a Custom AI for Strategy Monitoring

Instead of manually prompting AI every time you need an update, you can create a Custom GPT for Strategy Tracking that provides ongoing monitoring and alerts.

1. Go to OpenAI’s Custom GPT settings and create a new GPT.
2. Define its role in custom instructions:
   "You are an AI-powered business strategy monitoring assistant. Your role is to track key performance indicators, detect early warning signs, and suggest strategy adjustments to keep the business on track."
3. Upload relevant data sources, such as:
   • Quarterly financial reports
   • Marketing performance analytics
   • Customer retention and churn rates

Now, your Custom GPT will automatically generate performance insights, ensuring that your strategy remains data-driven and adaptable.

Step 5: Automate Strategy Adjustments Based on AI Insights

AI can also recommend changes to your strategy based on performance data. Instead of making reactive decisions, AI can help you proactively adjust course.

Try asking:

"Based on my current business performance and industry trends, what strategic adjustments should I consider for the next quarter? Prioritize recommendations based on potential impact."

This ensures that your strategy remains agile and responsive, rather than following a rigid, outdated plan.

Pro Tips and Common Mistakes

✔ Pro Tip: Review AI Strategy Insights on a Regular Schedule
Instead of waiting for problems to arise, set up a routine AI-generated strategy report.

Try this:

"Provide a monthly strategy review. Summarize key performance trends, any necessary adjustments, and upcoming opportunities."

This keeps strategy updates consistent and proactive.

❌ Common Mistake: Ignoring Long-Term Patterns
AI can detect short-term fluctuations, but true strategic insights come from long-term trends. Instead of adjusting strategy too frequently, ask AI to analyze historical patterns:

"Compare my business performance over the past two years. Identify long-term trends and suggest strategic shifts based on this data."

This ensures that you’re making strategic decisions based on meaningful trends, not just short-term noise.

Practical Takeaway

Your challenge for today:

1. Identify the key metrics that define your strategy’s success.
2. Use AI to generate an instant performance report for your business.
3. Create a Custom GPT for ongoing strategy tracking and early warning alerts.
4. Ask AI to recommend strategic adjustments based on your latest performance data.

By implementing these steps, you’ll have a dynamic, AI-powered strategy monitoring system that helps you stay ahead of market shifts and business challenges.

Call-to-Action

If you found this useful, subscribe to the podcast so you don’t miss the next episode, where we’ll explore how to bring everything together and run a fully AI-integrated strategy process.

AI can track your strategy, detect risks, and suggest improvements—giving you a major advantage in making smart business decisions. Start using it today.

See you in the next episode!