Set up your AI business partner the right way.
Not just another tool. An actual system.
Set aside about 90 minutes. By the end, Claude will know your business better than most people know their own.
By the time you finish this system, you'll have:
Before You Start
If you're moving from ChatGPT to Claude, the first instinct is to just... migrate everything over. Export your history. Import your chats. Pick up where you left off.
Don't do that.
All you'd be doing is dragging the mess with you. The random conversations. The half-finished prompts. The three different versions of your bio you tried and abandoned. That clutter doesn't become useful just because it's inside a different tool.
Claude is not ChatGPT with a different logo. It thinks differently. It writes differently. It responds to context differently. And that means you have a genuine chance to start intentionally — to set Claude up as an actual business partner from day one, instead of treating it like a fancy autocomplete you argue with every morning.
That's what this system is for. By the end, Claude will know your business, write in your voice, and be organized around your offers. Not just waiting for you to paste a prompt.
But here's the thing — if you've been working inside ChatGPT for a while, it may already know a lot about you. Your voice. Your offers. Your clients. You don't have to leave all of that behind. You just don't want to drag it over blindly.
The prompt below asks ChatGPT to pull that knowledge out in one clean, structured file. Review what it gives you. Edit anything that's off. Then use the accurate pieces to fill in your Business Brain template — that's Gift #1 coming up in the next section. Only bring what's actually true. Think of it as a head start, not a handoff.
Copy and paste it into ChatGPT. Review what comes back carefully — then bring the accurate pieces into your Business Brain.
Here's the thing about AI. It's only as useful as the context you give it.
Give it clutter, you get clutter back. Give it clarity, and suddenly it's producing things that actually sound like you, for your people, about your real offers.
Your Business Brain is the master context document that makes Claude work the way you actually want it to. It's not a prompt. It's the foundation everything else is built on.
Don't start from a blank page. This is the exact template I give every new member. Fill in what you know. Leave the rest for later. It walks you through every section so you're not guessing what Claude actually needs from you.
📄 Get the TemplateClaude has a full settings area that most people click right past. Spending 15 minutes here is one of the highest-leverage things you can do before you ever start using it for real work.
Here's what to set up and why each one matters.
Go to Settings → General and find the field: "What personal preferences should Claude consider in responses?" This applies to every conversation you have with Claude. → Go there directly
This is also the perfect place to paste your Master Prompt. Once it's in here, Claude walks into every conversation already knowing your business, your voice, and how you like to work.
Go to Settings → Privacy to review your data settings. My recommendation: turn both of these off.
Go to Settings → Capabilities and turn on both memory toggles. → Go there directly
This allows Claude to remember things across conversations so you don't have to repeat yourself every time you start a new chat. It gets noticeably better the more you use it.
Go to Settings → Connectors and connect the tools you already use. This is where Claude goes from a smart chat tool to something that can actually reach into your work.
You don't need to connect everything. Start with the one or two tools you use most and see how it changes your workflow.
Claude Projects are folders, but smarter. Every file you upload into a project is context Claude automatically pulls from every time you start a new conversation inside it.
No more re-explaining your voice. No more copy-pasting your offer details. No more "for context, I'm a coach who works with..." at the top of every message.
But here's where most people mess this up.
Organize by task
"Content Writing"
"Email Templates"
"Lead Magnet Ideas"
Organize by subject
"My Group Coaching Program"
"Client — Sarah's Brand"
"My Membership Community"
When your project is built around the offer or client, everything inside it is connected. The content, the emails, the sales page, the lead magnet — they all serve the same thing, so they all live together.
Click it, then hit + Create Project in the top right.
Example: "Group Coaching Program" or "Client — Peak Fitness" — not "Lead Magnet Builder."
Find the Project knowledge section on the right side of the project page. This is where you add files.
You have two options: upload your entire Business Brain document so Claude has full context, or upload just the sections that are relevant to this specific project. Either works — just be intentional about it.
A Claude skill is a set of instructions saved as a file — usually a .md file, but it can also come as a plain text file, a PDF, or a zip folder — that gives Claude a specific, detailed operating system for one task.
Instead of writing a long, detailed prompt every time you want Claude to do something well, you just tell it which skill to use. It already knows what to do.
Think of it like installing apps. You do it once. Then it's just there.
Option A — Add to a specific project
Best if you want the skill available inside one project, alongside your business docs.
If it comes as a zip, unzip it first. You want the actual file inside.
Click into the project, then find the Project knowledge section on the right side of the page.
Every new conversation inside that project has access to the skill automatically.
Option B — Add to your Skills Library
Best if you want the skill available across all your conversations, not just one project. Go to Settings → Capabilities → Skills and upload the zip file there. → Go there directly
Quick note: The Skills Library requires Code Execution to be enabled first. Go to Settings → Capabilities and toggle on "Code execution and file creation."
This skill turns Claude into a full lead magnet strategist. It doesn't just write copy. It thinks through topic strategy, format selection, the quick win moment, and the bridge to your paid offer. Then it writes the whole thing — lead magnet and delivery email — in one conversation. Add it to your offer project, start a chat, and tell it what you need.
📥 Download the Skill FileThis one surprises people. Claude doesn't just write text — it builds complete, formatted, branded documents. Google Docs, spreadsheets with working formulas, SOPs, client-facing materials, lead magnets.
You have a conversation, give it context, tell it what you need, and it hands you something you can actually use. That's the whole workflow.
Here's what I want you to notice: this document? Claude built it. The whole thing. Formatted, branded, structured — in under 20 minutes. All I did was give it the right context and add a few screenshots. That's what's possible when your Business Brain is set up and your branding guide is loaded in.
The formula inside — Project + Skill + Idea = Finished Thing — is what this entire system has been building toward.
📖 Read the Workflow FormulaYou know how most AI tools just hand you text? Claude can build you something that works on its own. A quiz that scores itself. A pricing calculator that does the math. A diagnostic tool that asks your audience questions and gives each person a different result based on what they say.
That's an artifact. A live, interactive tool Claude builds for you inside the conversation — and it took me about 10 minutes to describe what I wanted before Claude started building.
You don't need to know how to code. You just need to know what you want it to do.
This is a live artifact I built with Claude. It walks you through the 6 business pillars and tells you exactly where to focus your AI efforts first. Try it yourself, then start thinking about what you could build for your own business or your clients.
🚀 Open the AssessmentHonestly, I went a little overboard. You're welcome. 😘
Plus a fully set-up Claude: preferences set, projects organized, skills installed.
That's more than most people who've been using Claude for months. ✨
Now imagine setting it up with someone walking you through every step.
Inside AI Skool of Business, there's a full Claude 101 module that walks through every section of this guide. You'll watch me build it live — the Business Brain, the projects, the skills, all of it.
Plus you get the bots that do the heavy lifting for you:
You don't have to figure any of this out alone.
✨ Start Your 7-Day Free Trial ✨ No commitment. Cancel anytime. But most people don't — because once you see what AI can do for your business, you're not going back.