Business Analytics Chatbot Development

Custom ChatGPT MVP Build – Developer Summary
1. Core Objectives

The MVP is designed for business coaches to use within their existing workflow (primarily Notion). The system should:

Enable coaches to generate, audit, and track content tied to client journeys.

Provide structured collaboration between the coach and a “content strategist” AI agent.

Include progress tracking for both coach and CEO clients.

Be fully integrated with Notion, with Make.com handling automation and Zoho CRM managing relationship data.

Prioritize simplicity, speed, and reliability in core features before layering personalization, advanced analytics, or voice.

2. Primary Features in MVP
A. Notion-Embedded ChatGPT Interface

Chat interface embedded inside Notion (“Ocean”), so coaches stay in one workspace.

Coaches can:

Start a new chat or continue a current one.

Link chats to a central library for search and strategist audit.

Merge previous conversations into a current session for continuity.

Clean separation between:

Chat mode (conversational, brainstorming, coaching support).

Task mode (content generation, file handling, progress mapping).

B. Content Strategist Agent (Core Functionality)

Acts as the lead agent, orchestrating content creation and audits.

Framework-driven: prompts coaches with industry-specific content templates (e.g., mid-market CEOs).

Content aligned to:

Milestones & transformations in client journey.

Funnel stage (top, middle, bottom).

Ability to swap frameworks for other industries via library modules.

C. Strategic Content Audit System

Built inside Notion, integrated with Make.com.

Coaches upload content → system runs automated audits (grading relevance, format, funnel fit).

Escalation queue for strategist review.

Audit library stored for trend tracking and coach improvement.

SOPs and error-handling workflows embedded in Notion for VA or strategist use.

D. CRM & Automation Layer

Zoho CRM as the system of record.

Make.com handles automations, including:

Tagging, follow-up reminders, and alerts for coaches.

Post-session workflows (notes → recap emails → CRM update).

Error logging.

CRM fields structured for content preferences, progress, and engagement.

E. Progress Tracking Dashboard

In Notion, visualize:

Coach’s progress (content creation, audits completed, milestones reached).

CEO client’s progress (journey milestones, transformation stages, engagement with content).

Dashboards must update automatically via Make.com scenarios.

3. Technical Stack

Interface: Notion-embedded ChatGPT (custom integration).

Automation: Make.com for all workflows (content audits, CRM sync, post-session triggers).

CRM: Zoho (central contact/prospect database).

Storage/Content: Notion as the workspace hub.

Future add-ons (not MVP): ElevenLabs voice, Airtable integration, personalization modules, trend analysis, advanced orchestrator agent.

4. Deliverables for MVP

Working ChatGPT interface embedded in Notion (new/continue chat, library, merge function).

Content strategist agent framework with modular industry templates.

Strategic content audit system with automated grading + escalation queue.

Zoho CRM + Make.com integration for tagging, follow-ups, and post-session workflows.

Progress tracking dashboards (coach + CEO) in Notion.

Error handling + SOP embedding for VAs and strategists.

Documentation & sandbox environment for testing.

5. Constraints & Notes

Must be built low-code/no-code first (Notion + Make.com + Zoho API).

System should be modular so new frameworks or agents can be swapped in without refactoring.

Budget: $2,000 CAD total (guides scope, prioritization).

Target: Stable, usable MVP that coaches can deploy immediately, with future add-ons layered later.