ID8
02Foundations

Give Claude your business, once.

Last lesson you told Claude the details every time you asked. That gets old fast. Here's how to write your business down one time, so every answer already knows who you are.

Watch first  ·  5 min with Mark
▲ your short video sits here

New here? Here's the setup.

Claude only knows what you type. So every time you ask it for something, you end up re-typing the same background: what your business does, how you sound, who your customers are. This lesson fixes that. You write it down once.

The lesson

You wouldn't re-explain your business every morning.

Think about a real employee. On day one, you tell them all about the business. But you don't do it again the next morning, and the one after that. You told them once, they remember, and every job after that already makes sense to them.

Claude doesn't remember between chats the way a person does. But you can get the same result. Write your business down once, in a single file, and hand it to Claude. Now it can always look at it, so every answer starts out already knowing who you are.

People call that file a second brain. Don't let the fancy name throw you. It's just a plain document about your business. Here's the mess it saves you from:

"I run a two-person landscaping business in Denver. We do backyards. I'm friendly, never salesy..."
Now write my follow-up email.
"I run a two-person landscaping business in Denver. We do backyards. I'm friendly, never salesy..."
Now write my quote reminder.
"I run a two-person landscaping business in Denver. We do backyards. I'm friendly, never salesy..."
Now write this week's post.
Typing that same block every time gets old, so most people skip it and slip right back to generic.
Write it down once. Claude reads it every time.
The example

Watch Dave write his down once.

Dave spends ten minutes writing one short file about his business. Nothing fancy, just the stuff he'd want anyone helping him to know:

Dave's Business

This is everything Claude was missing before. Now it lives in one place Claude can always read, instead of Dave re-typing it into every chat.

📄 Dave's business file
What I doTwo-person landscaping business in Denver. Backyard makeovers.
Who I helpHomeowners who want their yard sorted without the hassle.
How I soundFriendly and direct. Never pushy or salesy.
My rulesAlways give a clear price. Never over-promise on timelines.

He loads it into Claude once (how, in a second). From then on he can ask for anything without explaining himself again:

Write a follow-up to Sarah about the $4,200 quote. reads your file
↓
✓Hi Sarah, it was great meeting you Tuesday. No rush at all on the $4,200 quote. I can hold that price through Friday if that helps. Any questions, just reply. Thanks, Dave
He never mentioned his business, his tone, or his rules. The file did.
No file? That same short ask gives you the usual stranger:
✕Hi there, just following up on my last email. Let me know if you have any questions!
What goes in your file:
  1. What you do
  2. Who you help
  3. How you sound
  4. Your rules and tools
How to use it

Two ways to hand it over.

Quick way

Paste it at the top

Before you ask anything, paste the file into the chat, then type your request under it. Good for a one-off.

Best way

Load it into a Project

In Claude, make a Project and paste the file into its instructions. Now it's on for every chat in that project, automatically. You never paste it again.

⬇ The business file template

A ready-made file with blanks for each part. Fill it in once and your second brain is done.

Get the template
Try it today.  Spend ten minutes filling in the template with your own business. Load it into a Project. Then ask Claude for anything and watch it answer in your voice.