Project brief
The document your AI should read before any request about the project.
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- The goal in one sentence
- What is in the project, and what is not
- Deliverables and their dates
- Who does what
- Constraints never to forget
- Questions still open
Instructions for your AI
What your AI needs to know about the way you work, once and for all.
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- Who we are
- How you should write
- What you must always check
- What you must never do
- Where to find information
Client reply method
So every reply to a client follows the same method, whoever writes it and whichever AI helps.
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- When to use this method
- The steps of a good reply
- Unhappy client
- What we can promise, and what we cannot
- Sample reply
Brand tone and vocabulary
So everything your AI writes sounds like you.
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- Our tone in three words
- We say, we don’t say
- Formal or informal
- Words and phrases to avoid
- Before, after
Meeting notes
So a meeting leaves a record the team and its AIs can reread.
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- The essentials in three lines
- Decisions made
- Who does what, by when
- Points left open
- Next meeting
Decision note
So your AI does not bring back what the team has already ruled out.
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- The question
- The decision
- Why
- What we ruled out
- When to revisit this decision
Step-by-step process
So a task is done the same way by everyone, and corrected in one place.
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- What this process is for
- Before you start
- The steps
- How to check it worked
- If it goes wrong
Welcome guide for a newcomer
So someone who joins, and their AI, are useful from the first week.
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- Welcome
- Your first week
- The documents to read first
- Connect your AI
- Who to ask about what
Client sheet
So your AI knows a client before writing to them.
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- The client in brief
- Our contacts
- What we have done for them
- What matters to them
- Special terms
Offer sheet
So the whole team, and its AIs, present an offer the same way.
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- The offer in one sentence
- Who it is for
- What is included
- What is not
- Price and terms
- Common objections
Team glossary
So your AI understands your own words, and does not invent them.
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- How to read this glossary
- Our terms
- Our abbreviations
- Words not to confuse
Internal FAQ
So the question asked ten times has only one answer.
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- How to use this page
- Clients and quotes
- Tools and access
- Organisation
End-of-project review
So the next project benefits from what this one taught you.
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- The project in brief
- What went well
- What got stuck
- What we change next time
- What the client said
Proposal outline
So your AI writes a first draft of a proposal that you only need to review.
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- What we understood
- What we propose
- How it works
- What it includes, and the price
- Why us
- To get started
Weekly update
To know where the project stands without a meeting, and so your AI knows too.
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- Where we are
- Done this week
- Planned for next week
- What is blocking
- What has changed
