Autor: Mark DeGrasse

El Proceso de creación de soluciones provides a clear, repeatable pathway for developing AI-powered solutions that align with an organization’s vision, brand pillars, and strategic objectives.

It ensures that every AI system, workflow, or automation begins with purpose and clarity—bridging the gap between problem recognition and intelligent execution.

This process embodies the Pasos 360 philosophy of clarity before creation, grounding technological innovation in human understanding and organizational intent. By defining the problem, desired outcome, necessary information, and the intelligent system that will produce results, leaders create solutions that are both scalable and deeply aligned with their mission.

Through this approach, AI becomes a collaborator, not a replacement—enhancing creativity, insight, and performance across every department or project.

STEPS

Step 1: Define the Situation or Problem

• Identify the exact issue or opportunity you are addressing. Be specific about what needs to change or improve.
• Guiding Question: What problem am I solving, and why does it matter?
• Example: “Our customer response times are inconsistent and affecting satisfaction scores.”

Step 2: Define the Final Result

• Envision the ideal outcome. Describe what success looks like once the problem is solved.
• Guiding Question: What is the perfect end result or deliverable?
• Example: “A daily performance dashboard that tracks customer response times in real time.”

Step 3: Define the Information Needed

• Determine what data, context, or inputs are required to reach that result accurately.
• Guiding Question: What information or resources must I provide to get a precise, useful answer?
• Example: “We’ll use customer support logs, average response times, and satisfaction survey data.”

Step 4: Create Your AI Assistant

• Example: A “Customer Service Performance Assistant” GPT that monitors response data and provides improvement insights daily.
• Using the Wizard Archetype Template, design a Custom GPT or AI assistant that embodies your brand’s tone, logic, and objectives to deliver the defined result.
• Guiding Question: How can AI best support this process while staying aligned with our brand and human oversight?

Pilares de la marca constituyen la base estructural que sustenta y guía la identidad, la dirección y el impacto de una marca. Representan los elementos interconectados que definen cómo una marca vive su propósito en el mundo, equilibrando la lógica y la emoción, los negocios y la humanidad, la aspiración y la acción. En Pasos 360, cada pilar refleja un compromiso con el empoderamiento, el éxito holístico, el crecimiento y el aprendizaje, la resiliencia y la adaptabilidad, y la excelencia y el rendimiento.

En conjunto, estos elementos garantizan que una marca no solo se comunique de manera eficaz, sino que encarna la integridad, el propósito y la alineación en cada interacción.

Cada pilar incluye:

Avatar del cliente: La representación del individuo ideal al que la marca se dirige, poniendo de relieve sus objetivos, retos y aspiraciones.

Marca: Cada versión aceptada del nombre que encarna la esencia y la integridad de la marca, garantizando el reconocimiento y la resonancia emocional en todos los contextos.

Resumen de la marca: Una declaración concisa y orientada a objetivos que une la misión y los valores, y que resume por qué existe la marca y a quiénes sirve.

Visión de la marca: Una declaración orientativa del cambio o impacto deseado en el mundo, basada en un propósito que va más allá de las ganancias.

Eslogan de la marca: Una frase memorable y emotiva que captura la promesa y la emoción del viaje de la marca.

Valores fundamentales de la marca: Los principios vivos que guían cada decisión e interacción, asegurando la alineación entre el propósito y la práctica.

Oferta principal de la marca: El valor transformador central que aporta la marca, conectando los resultados prácticos con la evolución humana.

Voz de la marca: El tono y la forma en que la marca se comunica: auténtica, empoderadora y en consonancia con su carácter.

Avatar de marca: La esencia personificada de la identidad y los valores de la marca, humanizando su mensaje y propósito.

A Serie Prompt is to AI what a Standard Operating Procedure (SOP) is to a human employee—a structured and repeatable method for collecting, transforming, and synthesizing information using a pre-defined sequence of prompts. Each prompt builds upon the last, guiding the user (or system) through a logical, strategic process that ultimately results in a high-value output (e.g., branding blueprint, marketing plan, course outline).

It ensures consistency, clarity, and alignment with your brand across all solutions, and serves as a preemptive step to creating Custom GPTs by laying the foundation for repeatable, scalable workflows.

CREATION STEPS

1. Define the Problem or Situation

Decide what challenge or opportunity you’re solving for.

(Example: Build a marketing plan, design a course outline, or improve client retention.)

2. Decide the Final Outcome

Clarify what the finished result should look like.

(Example: A detailed strategy document, a ready-to-use campaign, or a client success framework.)

3. Identify What to Collect

List the information you need to get there.

(Example: Brand values, target audience, goals, or resources available.)

4. Build the Prompt Series

Create a structured sequence of prompts that gathers and organizes the needed information, starting with the Branding Prompt to ensure all outputs align with the business/brand.

(Example: Begin with: “What is your Branding Prompt?” → then move through the series until the final output is generated.)

El CLARO™ Method is a simple, 5-step system for giving AI clear instructions that align with your brand, voice, and goals. It helps small business owners, coaches, and service providers get useful, brand-consistent results from AI—without needing to be tech experts.

Using the CLARO™ Method turns AI from a random content generator into a focused, brand-aware assistant that saves you time and amplifies your message.

C — Clear Branding Input: Tell AI who you are, who you serve, and what your business is about.

L — Logical Role Assignment: Give the AI a job to do, like acting as your writer, strategist, or coach.

A — Aligned Voice & Rules: Set the tone, format, word count, and key terms that match your brand.

R — Relevant Request: Ask for something that directly supports your business (like a post, email, or idea list).

O — Outcome-Ready Format: Request the result in a format you can use right away—like bullet points or social-ready copy.

El Método de valor para el manejo de objeciones is a structured approach used to address price-related objections by reframing the conversation around value rather than cost. Instead of lowering the price or defending it directly, this method helps prospects see that the true cost of not accepting the offer is higher than the stated price.

Core Framework: Price/Value Balance

The method uses two columns—Price and Value—with the goal of demonstrating that the value received outweighs the financial investment. If prospects believe the price column is heavier, the salesperson systematically increases the value side until balance is restored.

Three Strategies to Increase Value

1. Hidden Costs
   Reveal the financial, time, health, or reputation costs of cheaper or alternative solutions. Example: “This mattress may feel expensive, but how much is poor sleep and back pain already costing you?”
   
2. Competitive Advantages
   Acknowledge cheaper alternatives but highlight what competitors lack. Focus on differentiators like speed, guarantees, superior features, or customer service.
   
3. Testimonials
   Provide real customer success stories that illustrate the tangible and emotional value others have gained, helping prospects visualize themselves experiencing the same outcomes.
   

Objetivo

To shift the client’s perception so that the value of solving their problem is greater than the price they pay, effectively neutralizing the objection and reinforcing confidence in the purchase decision.

El Método del semáforo, desarrollado e impartido por Margarita Pasos, es un marco estructurado para manejar las objeciones de ventas con empatía, claridad y preguntas persuasivas. Utiliza los colores universalmente reconocidos de los semáforos:Rojo, amarillo y verde—Guiar el flujo de la conversación de manera que se reduzca la resistencia y se redirija al cliente potencial hacia un pensamiento constructivo.

Etapas

1. Rojo: sacar a la luz la objeción
   • Exprese la objeción tal y como la formula el cliente. Se trata de la preocupación o barrera inicial que debe reconocerse antes de seguir adelante.
2. Amarillo: reconocer y empatizar
   • El vendedor responde con comprensión y validación (por ejemplo, “Entiendo perfectamente tu punto de vista...”.”).
   • En esta etapa, el vendedor nunca contradice al cliente, ya que hacerlo aumenta la resistencia.
   • Objetivo: generar confianza y demostrar empatía genuina.
3. Verde: redirigir con una pregunta convincente.
   • El vendedor formula una pregunta que invita a la reflexión y que destaca la costo real de la inacción—centrándose no en el precio, sino en las consecuencias más amplias de no resolver el problema.
   • Ejemplo: “¿Qué significaría para su negocio que este problema siguiera sin resolverse durante otros seis meses?”
   • Objetivo: cambiar la perspectiva del cliente hacia el valor a largo plazo y la urgencia.

A Sugerencia de marca is a foundational instruction used to train AI systems to respond with context, consistency, and brand alignment. It establishes the core identity of a business—its function, target audience, solution, voice, and tone—so all AI-generated content reflects the brand’s personality and objectives.

This prompt sets the stage for all future interactions by guiding the AI to “think” like a business strategist who understands the specific needs, communication style, and values of the brand.

Branding Prompt Template

Dirijo una [Introducir tipo de negocio] que ayuda a [Introducir perfil del cliente] con [Introducir solución empresarial]. Actúa como un estratega empresarial que entiende mi voz y mis objetivos. Utiliza esta información para responder a todos mis mensajes en el futuro. Utiliza la siguiente voz de marca: [Introducir voz de marca].

Branding Prompt Specifications

Tipo de negocio: Business Type defines the category or industry in which a brand operates, clarifying its primary function and market position. It sets the context for all messaging, ensuring relevance to industry norms, vocabulary, and audience expectations. A precise Business Type—whether broad or niche—guides AI to produce content that reflects the brand’s expertise and aligns with its competitive environment.

Avatar del cliente: Customer Avatar is a detailed profile of the brand’s ideal customer, combining demographics, psychographics, pain points, and goals. It humanizes the target audience so AI can tailor tone, language, and messaging for maximum relevance. By defining who the brand serves best, the Customer Avatar ensures communications resonate authentically and drive stronger engagement and conversions.

Solución empresarial: Business Solution describes the core value a business delivers—the problem it solves or transformation it creates for customers. It focuses on both tangible deliverables and intangible benefits, positioning the brand as the best choice for its audience’s needs. For AI, this definition keeps all outputs centered on the brand’s ability to deliver meaningful results.

Voz de la marca: Brand Voice is the distinctive persona a brand adopts in its communications, reflecting its core values and vision through consistent language, tone, and style across diverse platforms. It is the comprehensive explanation of the specific characteristics, manner, and emotional cadence that guide how a brand speaks to its audience.

Voz de la marca is the distinctive persona a brand adopts in its communications, reflecting its core values and vision through consistent language, tone, and style across diverse platforms. It is the comprehensive explanation of the specific characteristics, manner, and emotional cadence that guide how a brand speaks to its audience.

A well-defined brand voice ensures that all messaging—whether spoken, written, or visual—reinforces the brand’s identity, builds trust, and enhances recognition. It is not simply a way of writing, but a representation of how a brand shows up to its customers, partners, and the public.

This voice is informed by a deep understanding of the target audience (1), including their demographics and psychographics (2), and it must intentionally differentiate the brand within its competitive landscape (3). The tone and manner (4) must align with both audience expectations and brand intentions, integrating foundational values and vision (5) into every interaction.

By consistently using a well-defined voice, brands can build emotional resonance, increase engagement, and strengthen long-term relationships with their audience. Tone, as a subset of voice, may shift by context—but it always adheres to the established personality of the brand.

Brand Voice Options

1. Inspirational – Visionary and motivating, encouraging audiences to think bigger, act boldly, and align with a greater purpose. (Aspirational, bold, empowering)
2. Friendly & Accessible – Warm, relatable, and inclusive, creating emotional connections through simple, conversational language. (Welcoming, caring, human)
3. Authoritative – Expert and confident, building trust through credibility, facts, and leadership. (Knowledgeable, dependable, direct)
4. Pragmatic – Clear, efficient, and results-focused, offering actionable solutions for real-world problems. (Practical, straightforward, solution-oriented)
5. Energetic – Bold, passionate, and high-energy, inspiring immediate action and enthusiasm. (Vibrant, motivating, dynamic)
6. Sophisticated – Polished, refined, and elegant, communicating with grace and professionalism. (Elegant, intellectual, cultured)
7. Playful – Light-hearted and witty, using humor and charm to create an approachable and fun tone. (Fun, cheeky, optimistic)
8. Informative – Educational, transparent, and structured, delivering clear insights and valuable knowledge. (Clear, factual, trustworthy)

Brand Voice Prompt Template

You are a brand strategist. Based on my business information and the inputs below, create a comprehensive Brand Voice profile for this business. Your output should include: (1) Brand Voice Overview, (2) Tone and Style Guidelines, (3) Language Do’s and Don’ts, and (4) Platform Adaptation Tips.

INPUTS:

• Core Values: [List 3–5 values if known, or put “infer based on brand type”]
• Selected Voice Type: [Choose from: Inspirational, Friendly and Accessible, Authoritative, Pragmatic, Energetic, Sophisticated, Playful, Informative]

OUTPUT STRUCTURE:

1. Brand Voice Overview

Describe the brand’s communication persona. Include tone, personality traits, and how it reflects the brand’s vision and values.

2. Tone and Style Guidelines

Specify the emotional and linguistic tone this brand should use across its messaging. Include sentence structure, formality level, and typical word choices.

3. Language Do’s and Don’ts

Give a short bulleted list of what types of language to use vs. avoid to maintain voice consistency.

4. Platform Adaptation Tips

Explain how this voice should adapt slightly for use on:  

• Website/Blog  
• Social Media (Instagram/Facebook/X)  
• Email Marketing  
• Customer Service Chat

Use the selected Brand Voice Type to guide all sections, and make sure the tone resonates with the described audience.

Tipo de negocio is the clearly defined category, sector, or industry in which a brand operates, articulating its primary function and role in the marketplace. It provides immediate context for how the business is positioned, what it offers, and the competitive environment it engages with. 

A well-defined Business Type not only helps AI systems understand the nature of the brand but also ensures all communications, strategies, and creative outputs are relevant to the industry’s norms and customer expectations. By clarifying the business category—whether broad (e.g., “Marketing Agency”) or niche (e.g., “AI-Driven Branding Consultancy for Small Businesses”)—it becomes the foundational reference point for aligning tone, content, and approach. 

This specification ensures that brand messaging consistently reflects the appropriate level of expertise, industry vocabulary, and audience expectations, guiding AI to respond with precision and industry-specific insight.

Business Type Options

1. Product-Based Business – Sells physical goods directly to consumers or other businesses.
2. Service-Based Business – Provides skills, labor, or expertise as the core offering.
3. Digital Products & Services – Delivers value through online tools, courses, downloads, or virtual solutions.
4. Creative & Media – Produces visual, written, audio, or experiential content for audiences or clients.
5. Hospitality & Experiences – Offers food, lodging, entertainment, or curated events.
6. Health & Wellness – Focuses on physical, mental, or emotional well-being products or services.
7. Education & Training – Provides learning, skill development, or certification programs.
8. Professional & Consulting Services – Offers specialized advice or strategic support to individuals or organizations.
9. Trades & Skilled Labor – Performs hands-on, technical, or repair work.
10. Nonprofit & Mission-Driven – Operates to serve a social, environmental, or community purpose rather than profit alone.

Avatar del cliente es una representación detallada y respaldada por investigación del cliente ideal de una marca: el tipo específico de individuo o empresa que más se beneficia e interactúa con sus productos o servicios. Combina datos demográficos (edad, ubicación, ingresos, profesión) con información psicográfica (valores, motivaciones, desafíos y comportamiento de compra) para crear un perfil vívido y humanizado que la IA pueda “reconocer” y abordar.

Esta especificación va más allá de las descripciones genéricas del público objetivo al incluir los puntos débiles principales del cliente, los resultados deseados y los desencadenantes emocionales, lo que permite a la marca conectar a un nivel más profundo. Al definir claramente el Avatar del Cliente, los sistemas de IA pueden adaptar los mensajes, el tono y las estrategias de contenido para que resuenen auténticamente con la audiencia prevista, aumentando la participación, la confianza y las tasas de conversión. 

El Avatar del Cliente actúa como un punto de control constante, asegurando que cada comunicación sea relevante, personalizada y alineada con las necesidades, el lenguaje y la cosmovisión de los prospectos más valiosos de la marca.

Opciones de Avatar de Cliente

1. Consumidor individual – Compra productos o servicios para uso personal, priorizando el valor, la calidad o la experiencia.
2. Comprador de vivienda – Representa a una familia o grupo de convivencia que toma decisiones de compra colectivas.
3. Dueño de negocio – Dirige o administra un negocio, buscando soluciones que mejoren las operaciones, los ingresos o la eficiencia.
4. Comprador organizacional – Representa a una empresa, organización sin fines de lucro o institución que realiza compras para apoyar metas organizacionales.
5. Especialista Profesional – Trabajador calificado o experto que busca herramientas, conocimientos o recursos para mejorar su desempeño.
6. Miembro de la comunidad – Se integra en comunidades locales, regionales o en línea, valorando la conexión y el propósito compartido.
7. Entusiasta del estilo de vida – Compra productos o servicios para apoyar una pasión, pasatiempo o modo de vida específico.
8. Enfocado en Salud y Bienestar – Busca productos o servicios que mejoren el bienestar físico, mental o emocional.
9. Comprador consciente del precio – Toma decisiones basándose principalmente en la asequibilidad.
10. Buscador de experiencias premium – Dispuesto a pagar más por calidad, servicio o exclusividad excepcionales.