GUIDE: Translating Your Expertise into AI Tools with FormWise

FormWise helps coaches, consultants, and experts turn their proprietary knowledge into interactive, AI-powered tools. These tools can be fully white-labeled, embedded into courses, client portals, or even gated environments using our Login Mode. In this guide, we’ll walk through how to create a branded AI tool using FormWise’s SmartForms and Prompt Builder.

Example Use Case: Building a BrandScript Generator for a StoryBrand Consultant

Imagine you’re a StoryBrand Consultant who wants to build a tool that guides clients through creating clear brand messaging. This tool would help clients generate their own personalized BrandScript by answering specific questions related to your proven coaching framework.

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Step 1: Define Your Expertise & Outline the Tool’s Purpose

Tool Purpose: Help clients build a complete BrandScript based on the StoryBrand framework.

End Goal for the Tool: Generate a customized BrandScript using the consultant’s framework.

Key Insight: Break down your coaching framework into questions that drive meaningful AI responses.

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Step 2: Set Up Your SmartForm Fields

In FormWise, SmartForms allow you to create form fields where users input their information. These answers power AI-driven prompts that return specific, relevant outputs.

Example SmartForm Fields for the BrandScript Generator:

1. Question: "What external problem does your customer face that your product helps solve?" Field ID: @client_problem

2. Question: "How does your brand position itself as the hero or guide in your customer’s story?" Field ID: @client_hero

3. Question: "What solution do you provide to help customers overcome this problem?" Field ID: @client_solution

Tip: For each question, keep your labels clear and consistent with your framework’s language, as it will help you when mapping the question IDs to your prompt instruction.

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Step 3: Map Form Fields to Prompt Instructions

Once you’ve set up your form fields, use FormWise’s Prompt Builder to design AI prompts using the input IDs created earlier.

Example Prompt Instruction:

“I’m building a BrandScript using the StoryBrand framework. Generate a concise statement that clearly defines the external problem, the brand’s role as a guide, and the proposed solution. Use the following client inputs:

Problem: @client_problem

Hero Positioning: @client_hero

Solution: @client_solution”

Expected A.I. Output Template:

Your BrandScript

1. Problem: [Generated statement]

2. Positioning: [Generated statement]

3. Solution: [Generated statement]

Advanced Tip: Use Prompt Chaining for Follow-Up Tasks

If you want to create additional outputs, like email sequences, you can set up a second prompt that uses the first output as input:

Prompt Example:

“Based on the BrandScript created below, draft three personalized welcome emails using the following details: @Step_1”

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Step 4: Customize Branding & Enable Gated Access

Take advantage of FormWise’s white-label features to brand your AI tool:

• Brand Customization: Add your logo, brand colors, and icons for a seamless client experience.

• Gated Access: Use Login Mode to create a secure, subscription-based paywall or embed the tool into your courses, membership sites, or client portals.

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Step 5: Test, Refine & Deploy

Before launching, run multiple tests to ensure your tool delivers accurate, high-quality results. Adjust prompts and rephrase questions as needed.

Pro Tip: Ask a trusted client or colleague to beta test and provide feedback on usability and value.

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Example: How a Coach Can Transform a Framework into a Branded Tool

Let’s revisit the StoryBrand Consultant:

1. Client Submits Answers: They fill out form fields detailing their business’s problem, brand positioning, and solution.

2. AI Generates a Custom Response: FormWise automatically builds a personalized BrandScript from the provided answers.

3. Branded Final Output: The client receives a unique BrandScript branded under the consultant’s business, something they couldn’t replicate using generic AI tools.

Conclusion

FormWise makes it easy to transform your coaching framework into interactive, branded AI tools that provide massive value to your clients. Follow this guide to create high-impact, monetizable tools in minutes—no coding required.

Need more help? Explore our Template Library or book an office hours call with our team to start building your first AI-powered tool today! We can’t wait to see what you create. 🚀