ResourcesContext Card kit

Free kit

Build your Context Card

Three copy-paste prompts that teach any AI how your business works: your services, prices, policies and tone. Then it answers real client messages and paperwork in your voice.

Start with step 1

Works in ChatGPT, Claude or Gemini. A free plan is enough.

1

Gather your documents

10 min

Open what you have: your website, price list, terms, a proposal, and one real unanswered client message. No documents? That's fine, the next step still works.

2

The extraction

15 min

Open a fresh chat in any AI. Paste this prompt, then paste your materials under MATERIALS. Change the priority process in brackets to the one that matters most to you.

Prompt 1 · Extraction
You are my assistant for building my business CONTEXT CARD: a single page that
summarizes everything an AI needs to know to work for me.

Below I paste loose materials (website copy, price list, terms, real messages).
Build the card with EXACTLY these 8 sections, in the language of my materials,
one page maximum:
1. IDENTITY: what we do, for whom, in one sentence (write the best sentence
   possible from what's available; use [MISSING] only if there is nothing usable)
2. SERVICES AND PRICES: with real numbers
3. TIMINGS: delivery, response time, availability
4. POLICIES: payment, cancellation, changes, guarantees, and what I never
   negotiate (discounts, deadlines, scope)
5. TONE: formal or informal, 3 adjectives, how I sign off, one thing I would
   NEVER say
6. TOP 5 CLIENT QUESTIONS: and my answers
7. WHAT WE DON'T DO: and signs of a client who doesn't fit
8. RIGHT NOW: promos, capacity, priorities
My priority process (give extra detail to whatever affects it): [write yours,
e.g. tracking prospects from first contact to "paying and active"].
HARD RULE: use ONLY what is in the materials. Anything missing, write it as
[MISSING: description]. Do not invent anything.

After the card, add a final block titled DIAGNOSIS, analyzing the card against my
priority process:
- The 3 missing pieces that hurt my priority process most, and why
- The 5 exact questions I should answer first to complete the card (my homework)
- 1 suggestion: the first thing worth automating once the card is complete
Be direct. No padding.

MATERIALS:
<<paste everything here>>

You get your Context Card v1 and a DIAGNOSIS block. Read the diagnosis first: your number one gap is where to start.

3

The gap check

15 min

In the same chat, answer the questions the AI asked you: "Here are the answers to your questions: ..." and ask it to rewrite the card, complete. That is your card v2. Save it somewhere you can paste it from.

4A

Use it on a client message

Leads

Same chat. Paste this, then your card v2 and the real client message.

Prompt 2 · Clients
Below is my CONTEXT CARD and a real message from a potential client.
Today's date is: [write today's date].
Do three things:
1. QUALIFY: do they fit? which service applies? what information am I missing to
   close them? any red flags (section 7)?
2. REPLY: write the ready-to-send answer, using my real prices and policies, in my
   tone (section 5), in the language of the client's message. Maximum 120 words,
   message format (WhatsApp or short email), with a clear next step.
3. FOLLOW-UP: tell me when and how to follow up if they don't answer (a concrete
   date).

CARD: <<paste card v2>>
MESSAGE: <<paste the client message>>
4B

Use it on paperwork

Operations

Same chat. Paste this, then your card v2 and one messy real input: notes, receipt text, a message thread, a CV.

Prompt 3 · Operations
Below is my CONTEXT CARD and one messy real input from my business (notes,
receipt text, a message thread, a CV...).
Today's date is: [write today's date].
Do three things:
1. STRUCTURE: turn the input into a clean organized record (table or list), using
   my card's categories and services where relevant. Flag anything unclear as
   [CHECK: description].
2. DRAFT: write the follow-up document that naturally derives from it (client
   summary, email, ledger entries, checklist...), in my tone, in the language of
   my materials, ready to use. Maximum 150 words.
3. NEXT: one concrete next action with a date.

CARD: <<paste card v2>>
INPUT: <<paste the messy input>>

This is the do-it-yourself version. We teach it to whole teams in a half-day workshop, or build it into your tools so it runs on its own.

See team workshops

Want it running inside your tools?

Bring your card to a free 20-minute call. We'll tell you what could run on its own in your business, and roughly what it would save.

Keep the quick win either wayYou work with the foundersEnglish or Spanish