Build Epic Strategies: NotebookLM + Perplexity Workflow

Summary

This video introduces a powerful method for creating effective marketing strategies using AI tools like Perplexity and Notebook LM. The speaker, a marketing expert with 10 years of experience, demonstrates how to conduct thorough research across several categories (audience, competitors, industry, etc.), analyze the findings, and create a cohesive strategic plan. By combining specialized tools, the process is streamlined, providing better insights and results than traditional methods. The tutorial focuses on using these tools efficiently to enhance your research and analysis, culminating in a clear, actionable strategy for business success.

Takeaways

• 😀 Focus on using specific tools like Perplexity and Notebook LM for distinct phases of your marketing strategy to achieve better results than relying solely on ChatGPT.
• 😀 Research should be broken into clear categories or 'silos,' such as your audience, your company, competitors, and industry trends, to avoid confusion and ensure thorough coverage.
• 😀 Perplexity excels in gathering reliable, legitimate research from trusted sources, such as Pew Research, which is vital for building a strong marketing plan.
• 😀 When doing competitor research, ensure you not only study their strengths and weaknesses but also dive into customer complaints and reviews to uncover gaps in the market.
• 😀 Industry reports can provide valuable insights. For example, finding trends like the growing popularity of 'Instagrammable' food can inform your food truck's offerings.
• 😀 Self-reflection is key in the strategy creation process. Use tools like ChatGPT to help interview you or your team to reflect on strengths, weaknesses, and opportunities.
• 😀 The analysis step should be kept separate from the research phase. Use Notebook LM to analyze each research silo individually before merging them into your final plan.
• 😀 Notebook LM is particularly effective for drawing connections between various sources of data, helping you uncover hidden insights and patterns during analysis.
• 😀 Once research and analysis are complete, use a powerful model like ChatGPT-4 to create a final strategic plan by feeding it your analyzed data for a comprehensive strategy.
• 😀 A well-structured strategy creation process involves clear stages: research, analysis, and plan development. Keep these stages distinct to avoid mishandling important details.

Q & A

Why is it important to use separate tools like Perplexity and Notebook LM instead of relying solely on ChatGPT?

While ChatGPT can handle a variety of tasks, separate tools like Perplexity and Notebook LM excel at specific tasks such as research and analysis. By combining them, you can enhance the depth and accuracy of your results, leading to more effective strategies.

What is the first step in building a powerful strategy using Perplexity and Notebook LM?

The first step is research. It's crucial to establish clear methodologies and frameworks for your research, ensuring you cover specific categories such as your audience, competitors, industry trends, and your own company.

What are the key categories or silos to focus on during research?

The key categories for research are your audience, your company and its offers, competitors, industry trends, and broader forces affecting the industry. Researching each category separately helps avoid confusion and ensures thorough coverage.

How does Perplexity outperform other AI search tools during research?

Perplexity excels by allowing you to gather high-quality sources and relevant studies. It helps in identifying demographic, psychographic data, and trends that are not only accurate but also well-researched, unlike opinions from random blogs or AI-generated content.

What is a crucial step that many people miss after gathering research?

Many people fail to separate their research from the analysis and strategic planning phases. It is essential to first analyze your research before combining it into a final strategic plan, ensuring that each phase is handled methodically.

Why is analysis important and how does Notebook LM assist in this step?

Analysis is important because it helps you understand the deeper meaning of your research. Notebook LM excels at drawing connections between research sources, uncovering trends, and providing valuable insights that might be missed when lumping research and analysis together.

How should you approach the analysis phase for your competitors and industry data?

When analyzing competitors and industry data, it's essential to identify patterns, gaps in the market, and emerging trends. By breaking down each competitor’s strengths and weaknesses and evaluating industry trends, you can uncover valuable insights to guide your strategy.

How can you use ChatGPT or similar models to create a strategic plan after research and analysis?

After completing your research and analysis, you can use tools like ChatGPT to synthesize your findings into a strategic plan. By prompting the AI to act as a business strategist and guiding it with the research, you can generate a comprehensive marketing strategy.

What should be the first step when asking ChatGPT to create a marketing strategy based on gathered research?

The first step is to provide ChatGPT with a general prompt about the marketing strategy you want to create, without overwhelming it with too many details. This allows the AI to offer an unbiased, high-level view of the strategy, which you can refine later.

What types of strategies can be created using the workflow outlined in the script?

The workflow can be applied to create various strategies, not just marketing plans. It can be used for hiring strategies, personal development plans, product-market fit strategies, and go-to-market strategies, among many others.