How do you learn best?
Stop wasting the first 5 messages of every conversation explaining who you are. Set it up once — and every AI conversation starts knowing your business, your tone, and your goals.
Every time you open ChatGPT fresh, it has amnesia. It doesn't know your name. It doesn't know your business. It doesn't know your customers, your prices, your tone, your goals. Nothing.
So you waste the first 3–5 messages just explaining who you are — before you even get to the actual work. Every. Single. Time.
The solution: Custom Instructions (ChatGPT) and Projects (Claude). Two different platforms, same idea — tell the AI about you once, and it remembers forever.
Custom Instructions let you set your background and preferred response style. Applies to every conversation automatically.
Projects let you upload documents, set instructions, and create a fully loaded business brain. Every conversation in the project knows everything.
Build mini AI apps for specific tasks — a review responder, an email writer, a social post creator. Set them up once, use them forever.
🔴 Red (Protector): Think of this as deploying a soldier who's been fully briefed. One briefing session → they execute perfectly every time, without you repeating yourself. Set it up once. Never brief again.
🟢 Green (Thinker): This is a systems problem with a systems solution. Instead of manually providing context on every query, you pre-load the context as persistent state. One-time setup cost, infinite return on investment.
🔵 Blue (Chameleon): It's like introducing yourself properly at the start of a relationship. After that, every conversation flows naturally because the AI already knows your context and adapts accordingly.
🟡 Yellow (Hugger): Imagine having a new friend who already knows everything about you before you even say hello. No awkward introductions — just instantly warm, personal conversations every time.
Custom Instructions live in your ChatGPT account and apply to every conversation you start. Two boxes. Fill them in once. Done.
Open ChatGPT → click your profile icon (bottom-left on desktop, top-right on mobile)
Click "Customize ChatGPT" or "Custom Instructions"
You'll see two boxes. Fill them both in using the templates below.
Click Save. That's it. Every conversation from now on starts smart.
📋 Box 1 — "What would you like ChatGPT to know about you?"
📋 Box 2 — "How would you like ChatGPT to respond?"
👇 Here's a real filled-in example (Jesse's setup):
⚡ After setting this up, open a brand new chat and ask: "Write a follow-up email to a customer named Sarah who got her house cleaned yesterday." Watch how ChatGPT already knows you're Jesse, already knows your business, and writes it in your voice. No setup message needed. That's the power.
If ChatGPT Custom Instructions is a business card, Claude Projects is a full filing cabinet. You can upload actual documents — price sheets, FAQs, sample emails, anything — and every conversation in that project has access to all of it.
Go to claude.ai and sign in (free account works)
Click "Projects" in the left sidebar
Click "New Project" and name it — example: "My Cleaning Business"
Click "Project Instructions" and paste the same template from Lesson 2
Click "Add Content" and upload your files — price sheet, service list, FAQ document, sample emails you've written
Every conversation inside this project now knows everything about your business, instantly
💡 What to upload: Your price sheet. Your service area list. Your most common customer questions and your answers. 3–5 emails you've written in your own voice. A description of your favorite customers. The more you give it, the smarter every conversation gets.
🔵 Why Claude Projects beats ChatGPT Custom Instructions: The documents. When Claude can read your actual price list, it answers "how much do you charge for a 4-bedroom?" with your exact pricing — not a guess. When it reads your FAQ, it handles objections the same way you do. It's not guessing who you are. It's reading your actual business documents.
ChatGPT Plus ($20/month) lets you create your own Custom GPTs. These are mini AI apps built for one specific job. You set them up once, and anyone can use them.
Paste a Google review. Get a perfect professional response in your voice. One click.
Describe the situation in 2 sentences. Get a complete, ready-to-send email in your tone.
Describe a photo or moment. Get 5 caption options for Instagram, Facebook, and TikTok.
Enter bedrooms, bathrooms, and square footage. Get a formatted estimate ready to text.
How to create a Custom GPT:
Go to chat.openai.com → click "Explore GPTs" → "Create"
ChatGPT will ask you what you want to build — describe it in plain language
It builds the instructions automatically — you review and adjust
Upload any files it needs (your price list, your FAQ, etc.)
Save it as "Only me" (just for you) or "Anyone with a link" (share it or sell access)
💰 Business idea: Once you build a great Review Responder GPT for cleaning businesses, you could sell access to other cleaning business owners for $10–20/month. You're not just using AI — you're building AI products.
Fill in your info below. We'll generate your ready-to-paste Custom Instructions for ChatGPT AND your Claude Project setup — both, with one form.
Copy the outputs above into ChatGPT Custom Instructions and your Claude Project. Every AI conversation from now on starts smart — knowing your business, your voice, and your goals.
One module to go. Module 9 is where everything comes together — automation, Zapier, and making money while you sleep.
Go set up your Custom Instructions in ChatGPT right now. Use the output from the builder above. Then open a brand new chat and ask:
Watch how it already knows your business, your tone, and your style. No setup. No context. Just magic.
You just built something that makes every future AI conversation 10× better. 🧠✨
Module 9 is the finale — Zapier + AI, automation that runs while you sleep, and your graduation as an Advanced AI Graduate.