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.
  • 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 let you set standing instructions once, so every new chat starts knowing you. Here's where they live.

In ChatGPT
  1. Open the menu under your name.
  2. Go to Settings, then Personalization.
  3. Fill in Custom instructions.
In Claude
  1. Open the menu under your name.
  2. Go to Settings, then General.
  3. Fill in Instructions for Claude.

Fill in the block below, copy it, and paste it into that box. ('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

Same box you just filled in: Custom instructions in ChatGPT, Instructions for Claude in Claude. Add a line to the bottom of it telling the AI how to write.

  • Plain, short, direct, however you actually talk.
  • One line here kills the stiff, robotic voice.
  • In ChatGPT you can also set this just above the box, under Base style and tone.
A tone line to start from

Write like you're talking to me. Short sentences, plain words, no corporate voice. Get to the point in the first line. No filler, no hype, no padding.

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:

  • Role. Who it should be while it answers.
  • Context. What it needs to know about your situation.
  • Format. What you want back, and how long.
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 standing 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. Don't write it from scratch. Tell the AI about your business and your role, then ask it to interview you and draft the instructions for you. Edit what it gives you and paste it in. It writes a better version of this than most people write about themselves.
  2. One job per chat. New task, new chat. A chat carries everything you said earlier. Old context bleeds into the new question and muddies the answer. Starting fresh costs you nothing.
  3. Make it improve your own prompt before it answers. Paste your prompt and ask what's missing before it runs. It spots the context you left out faster than you will.
  4. Tell it to push back and flag what it's unsure of. Agreement feels good and teaches you nothing. Ask for the strongest case against your plan, not a second opinion that matches your first.
  5. Give it a role, context, and the format you want. Format is the one people skip. Say the length, the structure, and who's going to read it.
  6. Show it what good looks like. Paste an example. One real example beats a paragraph describing what you want. Paste something you were happy with and tell it to match that.
  7. Use a project for anything you do more than once. This is the whole point of context, made permanent. A project holds your instructions and your files, so every chat inside it starts already knowing your business, your customers, and your voice. You stop re-explaining yourself from scratch every single time, and the answers get better because it's working from your material instead of guessing.
  8. Carry context forward with a summary into a fresh chat. When a chat gets long, ask it to summarize what's been settled, then paste that into a new one. You keep the thinking and drop the drift.
  9. Check names, numbers, dates, and quotes yourself. These are exactly what it invents most confidently. Everything else you can judge by reading it.
  10. Let it ask you questions before it answers. Say "ask me what you need to know first." Three questions up front beats three rounds of rewrites.
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.