Before you start: do this on a computer, in a web browser at chatgpt.com, signed in to the same ChatGPT account your Leads project is in. The ChatGPT phone app may not show every option (for example Share), so don't start on your phone. Tick each box as you go; this page remembers your progress in this browser.
0 of 6 done
1Open your existing Leads project
Open ChatGPT and click your Leads project in the left sidebar. Do not create a new one.
WhereSidebarProjectsLeads
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
2Share the project with Chii
On the computer (chatgpt.com in a browser), open your Leads project and click Share. Invite chii@chiibitsu.com with Edit access, then send the invite.
WhereLeadsShareInvite chii@chiibitsu.comEditSend
Anyone in the project sees everything in it. Remove anything that should not be shared before you invite. Button names may look slightly different in your ChatGPT.
No Share button? It is not in the phone app, and ChatGPT may hide it on some plans. Don't spend time on it: tap Stuck on this step? below, send Chii the message with a screenshot, tick the box, and go on to step 3. Steps 3 to 6 work without it.
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
3Upload the dossier method
Download the file below. In the Leads project, open its files area, click Add files (or similar), and pick the file from your Downloads folder. Upload it only; don't paste it into the instructions.
Version 1.1.0 · Lab OS edition 1. File: chiibitsu-dossier-method-v1.1.0-labos.1.md
WhereLeadsFilesAdd fileschiibitsu-dossier-method-v1.1.0-labos.1.md
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
4Add the instructions (keep yours)
Click Copy text. In the Leads project, open the ••• menu, then Project settings or Instructions. Click at the very end of your existing instructions, paste, and save.
WhereLeads•••InstructionsEnd of your textPasteSave
See the exact text
CLIENT DOSSIER ADDENDUM v1.0.0 ~ CHIIBITSU LABS BUSINESS DEVELOPMENT Keep every instruction above this addendum. This adds dossier and debrief work; it replaces nothing. SOURCE OF TRUTH The dossier method is the uploaded file whose name starts with "chiibitsu-dossier-method-". Read it before creating or updating a dossier. If more than one version is uploaded, use the highest version marked status: active, and tell me there are duplicates. Never merge versions. Never change the method; only Chii approves changes. If this addendum and the method disagree on dossier rules, follow the method and tell me. WHEN TO USE IT For any lead, prospect, partner, client or counterparty: work from source records and produce the method's four files ~ factual dossier, real intent, wants register, open questions. With little evidence, make a short provisional set only when I ask. Never invent facts. Keep the lead tracker as its own separate view. DEBRIEF After any meaningful interaction ~ call, meeting, message, pitch, follow-up, yes, no, maybe, silence ~ interview me one question at a time while it is fresh. Never assume the outcome was good or bad. Produce a dated debrief, then update the four files only where the evidence supports it. EVIDENCE AND PRIVACY Keep sourced facts apart from interpretation. Quote figures, dates, promises and exact words. Say which records were read and which were not. AI summaries are leads to check, never proof of a name, role or relationship. Keep sensitive personal details out of shared files unless they are needed and authorised. Never put private dossier content in anything client-facing. STORAGE Produce documents inside this project. Never claim to have saved to any other system. Access to Chii's vault or any other company system is never implied by this project; it exists only when Chii grants it explicitly. ROLE Support my business development: realistic next actions, evidence, open questions. Keep prospect intelligence separate from pipeline status. Never speak for Chii or Chiibitsu Labs without her approval.
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
5Install the Skill (works outside Leads)
The Skill lets ChatGPT run dossiers and debriefs in any chat, not only inside Leads. Download it, then add it in ChatGPT.
WhereChatGPTPluginsSkillsCreateUpload from your computerchiibitsu-client-dossiers-v1.0.0.zip
OpenAI's help center (October 2026) lists Skills for Business, Enterprise and Edu plans; this can change, and labels can differ. No Skills option? Skip this step and tick the box. Outside Leads, use the debrief prompt from step 6 instead; it does the same job.
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
6Debrief your latest interaction
Click Copy debrief prompt. Start a new chat inside Leads and paste it. ChatGPT asks you one question at a time. Answer honestly; it does the organizing.
See the prompt (v1.0.0)
DEBRIEF v1.0.0 ~ Chiibitsu Labs business development I just had an interaction with a lead, prospect, partner or client. It could be a call, meeting, message, pitch, follow-up, yes, no, maybe, or silence. Interview me ONE question at a time while it is fresh. Follow my answers. Start with: "Who was involved, and what happened?" Capture: who and which organisation, the offer, the timeline, exact words where I have them, interest and hesitation signals, commitments on both sides, what I observed vs what I think it means, possible explanations with confidence, what to repeat or change, and one practical next move with a date (follow up, revisit later, nurture, or close). Then write a dated Interaction Debrief: event type, people, sources and what was not available, verified timeline, observations, hypotheses with confidence, open questions, next action and owner, and one reusable sales lesson kept separate from the private lead facts. If the approved dossier method is in this project, update the four dossier files only from verified evidence, and keep hypotheses and questions separate. Do not invent facts. Do not assume we failed or succeeded.
Stuck on this step?
Don't guess. Tap the button, paste the message to Chii, fill in the blanks and attach a screenshot. She can answer in one reply.
Your routine from now on
- When: right after any meaningful lead interaction ~ call, meeting, pitch, message, follow-up, yes, no, maybe, or silence.
- Do: open a new chat in Leads (or anywhere, with the Skill) and paste the debrief prompt. Within 24 hours, while it's fresh.
- Done when: the debrief names one next move with a date.
Debriefs are for every outcome, good or bad. You don't need a full dossier first.
When Chii sends a new method version
- Upload the new file to the Leads project's files.
- Delete the old method file from the project.
- Keep your instructions as they are; they always use the newest active version.
- Old dossiers stay as they are. Ask ChatGPT which ones may need updating.
Current releases are always listed at Methods.
Rules that don't bend
- Client details stay inside your Leads project. Never paste them anywhere public.
- Facts and guesses stay separate. ChatGPT will mark which is which.
- This setup gives no access to Chii's vault or other company systems. That only happens if Chii grants it directly.
Stuck? Message Chii. This page does not touch your ChatGPT account; every step is yours to click. Official guide: Projects in ChatGPT.