An instruction file for Claude Code in your business documents folder, no code involved.
For working with AI
Instructions and skills
Instructions and skills: 9 resources. Select a title to open the resource.
Text for the project instructions field in Claude or ChatGPT: role, rules and things it must never do.
One file about your business to upload to AI projects: products, customers, numbers and processes.
How you sound: 4 traits with examples, words to avoid and rules for each channel.
What AI should know about you and how it should answer, applied to all your chats at once.
A folder tree where both you and an AI agent can quickly find what you need.
Instructions for a project that drafts customer replies strictly from your own knowledge base.
Your own metric definitions and a routine for any export, so calculations come out the same every time.
Follow-up emails after a call, proposals, replies to objections and CRM notes, within your pricing rules.