Foundation

Set it up so it knows you

1

How context actually works

AI has no memory of you between chats unless you give it one. Every new chat starts blank. The biggest jump in quality doesn't come from a clever prompt. It comes from context: who you are, what you're working on, and what a good answer looks like. Most people skip this and wonder why the results feel generic. Give it context and everything after gets better.

2

Custom instructions: tell it who you are, once

ChatGPT and Claude both have a settings area called custom instructions. Fill it in once and every chat starts knowing you. In ChatGPT it's Settings, Personalization, Custom instructions. In Claude it's in your profile settings. ('System instructions' is the developer word for the same thing.)

Your context block

Use this as standing context for my work.

My business:

My role:

Who I serve:

How I like answers:

What I'm usually trying to do:

When you're not sure, ask before you guess. When facts matter, tell me what to double-check.

3

Set your tone so it sounds like you

In that same place, tell it how to write. Plain, short, direct, however you actually talk. One line here kills the stiff, robotic voice.

4

The one skill: role, context, format

The difference between a mediocre answer and a useful one is almost always the prompt. Three moves cover most of it: give it a role, give it context, tell it the format you want.

Lazy

Write a job post for a project manager.

Better

You're helping a 40-person residential remodeler hire. Our project manager runs three to five jobs at once and talks to clients daily. Write a job post under 300 words, plain and human, with a short list of must-haves.

Improve this prompt before you answer it. Here's what I'm trying to get, here's what I've been using, and here's what's going wrong: [paste]. Rewrite it stronger and tell me what you changed.

5

Turn off the yes-man

AI tends to agree with you. Turn that off. Add this to your custom instructions or drop it into any chat.

Don't just agree with me. Push back where I'm wrong, flag anything you're not sure about, and tell me what I should double-check. Label guesses as guesses.

Always on

Ten ways to get more out of AI at work

  1. Set it up once. Put who you are and how you want answers into custom instructions.
  2. One job per chat. New task, new chat.
  3. Make it improve your own prompt before it answers.
  4. Tell it to push back and flag what it's unsure of.
  5. Give it a role, context, and the format you want.
  6. Show it what good looks like. Paste an example.
  7. Use a project for anything you do more than once.
  8. Carry context forward with a summary into a fresh chat.
  9. Check names, numbers, dates, and quotes yourself.
  10. Let it ask you questions before it answers.
Always on

Trust and accuracy

AI sounds just as confident when it's wrong. Check names, numbers, dates, and quotes yourself. Keep private things private. Use it for the first draft and the thinking. You still sign off.

Before I rely on this, tell me what in your last answer you're least sure about, what I should verify, and any numbers or names I should double-check.

Always on

Start this week

Pick one task you do every week. Run it through one move from this kit. Compare it to how you'd normally do it. That's the start. One task, at your pace.