Discovery Coach (Beta) — Your AI Assistant for Owner Discovery
Try our custom GPT to help prepare smoother, more insightful discovery meetings with business owners.
This week, we’re introducing a custom GPT designed to help CEPAs and advisors prepare for owner discovery meetings. Watch the video and keep reading for more details.
Prompt
This week’s tool is the WE-Exit Discovery Coach— a custom GPT built specifically for CEPAs and advisors who work with business owners on exit and transition planning.
The Discovery Coach helps you:
Plan your first or second owner meeting
Develop meaningful, open-ended questions
Recognize how leaders make decisions and follow through
Summarize notes and define clear next steps
Free to use with any ChatGPT account — no uploads or special setup required.)
**This beta tool is for educational and professional-development use only. Responses may vary — please review for accuracy before use. Not legal, tax, or financial advice.
Why it Matters
Before You Try It — Quick FAQs
Q: Will anyone see what I type? No. Everything you type stays private within your own ChatGPT account. ProjectWe cannot view, store, or access your chats or data.
Q: Can I upload meeting notes or transcripts?Yes — if your ChatGPT account supports file uploads, you can attach your meeting notes directly. If you don’t see the upload option yet, just copy and paste your notes or transcript text into the chat to generate a summary and next-step plan.
Q: Do I need anything special to use it?No — it works with free ChatGPT accounts. Plus users will see faster, more detailed responses, but it’s optional.
What It Looks Like
When you open the Discovery Coach, you’ll see simple options such as:
“Plan my first exit discovery meeting”
“Create five powerful questions for a follow-up conversation”
“Turn my notes into a short, professional summary” Each prompt produces a clear, professional output you can use immediately.