Guide: Translating Your Expertise into AI Tools with FormWise

FormWise enables coaches, consultants, and experts to transform their proprietary knowledge into powerful, interactive AI tools that are 100% white-labeled and easily embedded within courses, client portals, and other gated environments.

In this guide, we’ll walk through the step-by-step process of building a tool using FormWise’s no-code SmartForms interface. We’ll use the example of a StoryBrand Consultant who wants to build a “BrandScript Generator” tool with FormWise to guide clients through the process of creating clear brand messaging.

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

Start by listing the specific insights and processes you want to offer. For the StoryBrand consultant, this includes the StoryBrand Framework with questions like “What problem does your product solve?” and “How does your brand fit into your customer’s story?”

• Tool Purpose: Help clients build a complete BrandScript, outlining each step of their brand message.

• End Goal For Tool: Generate a customized, client-specific BrandScript based on the consultant’s framework.

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Step 2: Set Up Your SmartForm Fields

Using FormWise’s SmartForms, you’ll add form fields that capture user inputs, mapping each field to a corresponding prompt step on the backend. These fields allow clients to answer the questions one by one, and FormWise maps each answer to your Prompt Instructions.

Example SmartForm Fields:

Question #1: “What external problem does your customer face that your product helps solve?”

Question ID: @client_problem

Question #2: “How does your brand position itself as the hero or guide in your customer’s story?”

Question ID: @client_hero

Question #3: “What solution do you provide to help customers overcome this problem?”

Question 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 added your SmartForm fields, go to the Prompt Builder to customize how the AI processes and interprets each answer. You need to decide if you’re going to accomplish this in 1 prompt or if you need to prompt chain multiple steps. In this example:

• Use each field ID (e.g. below, @client_problem) to map answers to specific prompt instructions.

Prompt Instruction Example I’m building a BrandScript using the StoryBrand framework. Please craft a sentence that clearly states the external problem the brand solves, generate a brief summary of the solution provided, and reinforce the brand’s role as the hero or guide in the customer’s journey. Only provide succinct responses for each element. This is for my client and my coaching practice called HighLevelCoaching.

Use these inputs:

Problem: @client_problem

Hero Positioning: @client_hero

Solution: @client_solution

Please generate the entire response using this template below: Your BrandScript

1. Problem:

2. Positioning:

3. Solution:

Congratulations! Here’s your StoryBrand-inspired BrandScript. Use this to guide your messaging for a clear, powerful impact. Brought to you by HighLevelCoaching.

Prompt Chaining: If needed, you can set up Prompt Chaining to use one field’s response as an input for the next. For example:

• The Prompt Instruction output above could be chained into a second prompt that creates emails using a second Prompt Instruction, allowing AI to reference the output when crafting emails, as shown in the example below.

Based on the Storybrand framework below for my client, please draft 3 welcome series emails.

Client Notes: @Step_1

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Step 4: Customize Branding and Enable Gated Access

Once your tool is built, use FormWise’s white-label options to make it fully branded.

1. Brand Customization: Add your logo and icons to ensure a seamless client experience.

2. Embed in Gated Environments: With Login Mode, you can embed your tool within a white labeled FormWise paywall (integrated with Stripe). Alternatively, you can also gate in your own environment (e.g., a course, membership site, or portal), making it available only to your clients.

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Step 5: Test, Refine, and Deploy

Run test submissions to check the output quality and accuracy of your tool. Adjust prompt instructions or rephrase questions as needed for clarity. If everything works as expected, share the tool with clients, either as part of a premium service or as a standalone offering.

Pro Tip: Ask a trusted client or beta tester for feedback to ensure the tool is intuitive and valuable.

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

Let’s revisit our StoryBrand consultant example. Using FormWise, they’ve built a BrandScript Generator that guides clients through structured questions, mapping their answers to AI-powered responses. The final output is a personalized BrandScript that clients can immediately use in their marketing.

1. Client fills out form fields: They answer questions about their brand’s problem, positioning, and solution.

2. AI generates structured responses: FormWise maps each answer into customized prompts and combines them for a branded, cohesive BrandScript they receive upon submission of the form.

3. Final Output: The client receives a unique BrandScript, branded under the consultant’s name, that they couldn’t get from any generic ChatGPT prompt.

Conclusion

With FormWise, you can easily build and monetize AI tools that capture your unique expertise and provide clients with invaluable, branded solutions. By following this guide, you’ll create a powerful AI tool that brings your framework to life and delivers a high-value experience for your clients.

If you need further guidance, check out our Template Library for ready-to-use templates in your niche, or book a live training session to work with our team. We can’t wait to see what you build