How to Train Your Robot: Quickstart

If you've ever felt frustrated with AI responses that feel generic, have no real understanding of your work, sound like they have no idea who you are or what you want… yea, I've been there too.

An AI tool can be a genuine asset in your business — one that writes in your voice, holds context about your clients and offers, and thinks alongside you instead of just answering questions. But that doesn't happen right out of the box.

It takes understanding how to set your AI up to know you and work for you, and that's exactly what this guide provides. And after working with all the major AI tools, I've found Claude to be the most capable, structured, innovative and teachable.

What this guide covers

By the end of this guide (about 30 minutes), you'll have:

• Claude configured to know who you are and how you work. Your communication style, your frameworks, and your preferences in every conversation.
• A “Home Base” workspace. Designed around your business context, so every conversation starts from a real foundation instead of a blank slate.
• A clear understanding of how Claude works. So you know exactly how to use it.
• All your memories from ChatGPT, ported over. If you're switching from ChatGPT or another AI, this will help you migrate everything that matters so you’re not starting from scratch.

Let's get into it.