Smart Website Programme
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Smart Website Programme — Beta Cohort

Welcome. Let's build your Smart Website.

Over the next six months you'll build a complete Smart Website — a live site, an enquiry engine that grows your list, and a content system that runs in about twenty minutes a week. Everything you need is here. Questions go in Slack.

Programme Smart Website — Beta Cohort
Format Weekly live calls + self-paced build
Duration 6 months
Support Slack community
How this works: Use the phase tabs above to work through each phase in order. If you're stuck, Slack is where to ask.
Phase 1
Your Business Brain
Install and configure your AI system — the engine that runs everything else. Your voice, your audience, your offers, all loaded in.
Phase 2
Your Smart Website
Brand guidelines, keyword research, site build, page copy written in your voice, SEO set up, Google Search Console connected.
Phase 3
Your Enquiry Engine
A lead magnet created for your audience, an opt-in page on your site, and a 4-email nurture sequence — all connected and tested.
Phase 4
Your Content Multiplier
Social media set up in Claude. Each blog post repurposed into social content and images, scheduled without a separate tool.
Phase 1 — Your Business Brain
Phase 1

Your Business Brain

Phase 1 is about installing and configuring the Business Brain OS, the AI operating system that runs everything else in this programme.

By the end of Phase 1, your AI of choice will know your voice, your audience, your offers, and how your business works. Every phase after this builds on that foundation.

First — download and learn the system

Before you build anything, you'll get familiar with the system and how it works.

  • Download the System, get your Business Brain OS folder set up in Dropbox
  • The Folder Structure, understand what each folder does before you fill them in
  • Markdown Files, how to work with the files that run the system
  • Working With Claude Code, download, set up, and get comfortable in the tool
  • Working With ChatGPT, the alternative setup if you are using ChatGPT
  • Skills, how to call, create, and improve the workflows that do the work
  • The Wrap-Up Habit, the one habit that makes the whole system compound

Then — build it

Once you know your way around, you'll load your voice, audience, and strategy into the system. This is what makes your AI know your business.

Set Up Your Business Brain

Work through the setup steps to build your core context files, your voice profile, audience, north star, and language rules, so your AI knows your business before it writes a word.

Bonus: Uncover Your Brand Message

Go deeper on your messaging with a research-based process for finding the exact words your clients use. Mine reviews, testimonials, and conversations to build a messaging matrix and brand message grounded in their language, not yours.

Before you start

You need a Claude Pro subscription or ChatGPT subscription ($20/month).

Phase 1, Download the System

Download the Business Brain OS

Before you can use Business Brain OS, you need to get the files onto your computer. This module walks you through getting your copy via Dropbox, and how to pick up new skills when they're released.

  • Set Up Dropbox, make sure it's installed and syncing
  • Accept Your Shared Folder, the master copy of the system
  • Make Your Working Copy, where you'll actually work
  • Getting New Skills, how to add updates to your copy
Phase 1, Download the System

Set Up Dropbox

Business Brain OS is delivered via Dropbox. If you don't already have it installed on your computer, do that first, it needs to be the desktop app, not just the website, so the files actually sync to your machine.

What to do

  1. Go to dropbox.com/install and download the desktop app
  2. Install it and sign in (or create a free account if you don't have one)
  3. Make sure it's running, you should see the Dropbox icon in your taskbar or menu bar

If you already have Dropbox installed and syncing, you're good to move on.

Phase 1, Download the System

Accept Your Shared Folder

You'll receive an email from Dropbox inviting you to a shared folder called Business Brain OS - Client Install. The invite comes from Cathy; the email will show as being from TwoTen Solutions.

This is the master copy, it contains all the skills and shared resources. You have view access only, so nothing you do can affect it.

What to do

  1. Open the invite email from Dropbox
  2. Click Accept invite
  3. The folder will appear in your Dropbox, check it's there before moving on

If you haven't received the invite, check your spam folder or message Cathy in Slack.

Phase 1, Download the System

Make Your Working Copy

The shared folder you received an invite to is the master, so you won't be able to make any changes to it. Instead, make a duplicate by copy/pasting your own copy.

What to do

  1. Open Dropbox on your computer and find the Business Brain OS - Client Install folder
  2. Right-click it and choose Copy
  3. Paste it somewhere sensible, your main Dropbox folder or Documents works well
  4. Rename it to something clear, like Business Brain OS or My AI OS

This copy is yours. You'll customise it, add your context files to it, and work from it every day.

Phase 1, Download the System

Getting New Skills

New skills are added to the master folder regularly. When one is released, you'll get a message letting you know, then it's a simple copy across to your working folder.

When a new skill is available

  1. Open the Business Brain OS - Client Install shared folder in Dropbox
  2. Find the new skill folder inside .claude/skills/
  3. Copy that folder
  4. Paste it into the same location in your working copy
Phase 1, The Folder Structure

The Folder Structure

When you open the Business Brain OS folder, you'll see a collection of folders and files. Each one has a specific job. Together they're what lets Claude show up already knowing your business every time you open a session.

This module covers each one in turn. By the end you'll know exactly where everything lives and why.

You don't need to do anything with them yet. Just understand the layout before you start filling it in.

Phase 1, The Folder Structure

Your AI Interface

At the root of your Business Brain OS folder you'll find one or two files that act as the map for the whole system. Which ones are active depends on which AI tool you're using.

CLAUDE.md — for Claude Code users

Every time you start a conversation in Claude Code, this is the first file it reads. Think of it as a breadcrumb trail — it tells Claude what's in your Business Brain and where everything lives. From there, depending on what you've asked it to do, it follows the trail, reading the context it needs as it goes.

When you first install the system, CLAUDE.md is already set up. As you fill in your context files and work with Claude over time, it will update this file automatically behind the scenes. You don't need to open it or manage it directly.

agents.md — for ChatGPT / Codex users

This file does the same job for ChatGPT. When you connect your Business Brain OS folder to a ChatGPT project, agents.md is what tells Codex where everything lives and how to use the skills. It's already set up in your folder — you don't need to edit it.

Monthly check-in

Once a month or so, ask your AI to read the relevant file and check if anything needs updating, trimming, or moving elsewhere. The file should be an overview of your Business Brain, not a document that contains everything.

Tidy up your instructions

Copy this prompt into a conversation inside your Business Brain OS folder:

Instruction audit

Audit every instruction you are carrying for me: CLAUDE.md, agents.md, rules files, skills, hooks, and memory. Go one by one and answer three questions: would you already do this without being told? Is it correcting a weakness you no longer have? Does it conflict with anything else you have been told? Then rebuild me a minimal setup: keep only the rules you would genuinely fail without, rewrite them in as few words as possible, and archive everything else to an archive folder (never delete anything permanently). Show me the before and after: how many rules, how many words, what you removed and why. From now on, only add a rule back when I correct the same mistake twice.

Phase 1, The Folder Structure

The .claude Folder

The dot at the start of the name means this is a hidden folder on your computer. If you can't see it, you'll need to update your Windows settings to show hidden files.

You won't ever really need to go into this folder directly, but here's what's in it:

Skills

This is your library of 50+ pre-built workflows. Each one handles a specific task, writing a Facebook post, running a keyword search, drafting an email sequence. When you run a skill, Claude goes to this folder to read the instructions, loads your context files, and does the work.

Commands

These are the shortcuts that tell Claude to run a skill. You type a forward slash followed by the skill name (e.g. /wrap-up) and it pulls it up. Nothing you need to touch in here directly.

Hooks

Behind-the-scenes automation that Claude uses. Nothing you need to do with these.

Phase 1, The Folder Structure

Brand Folder

The brand folder is where we build out a picture of your business and your brand. When you first install the system, these are mostly empty templates. They get filled in as we work through the setup process together.

It's split into two subfolders:

Brand Voice

Everything that helps your AI write in your voice and speak to the right people.

About Me: existing material about yourself or your business.

Audience Language: language collected from your audience — call transcripts, old content, DMs, testimonials. When the system writes for you, it draws on this to make sure it's speaking to the right people in their own words.

Brand Stories: your origin story, personal stories, business stories.

Testimonials: client testimonials go here.

Writing Samples: this one is important. Find samples of your own writing, ideally from before you were using AI. For your AI to write in a way that genuinely sounds like you, it needs real examples of how you write.

Visual Identity

Your brand's visual assets — logos, colours, fonts, icons, photos. Used when the system builds pages, slides, or graphics for you.

Phase 1, The Folder Structure

Strategy Folder

When you first install the system, the strategy folder contains placeholder files. As you work through the setup, these get filled in. Here's what each one does:

ceo-north-star.md: your big picture, what you're building towards, your goals, your priorities. Your AI checks in with it to make sure decisions stay aligned with what you said you're working towards.

parked.md: ideas and projects you're not ready to act on yet. Instead of losing them, ask your AI to park them here.

revenue-tracker.md: if you want your AI to help you track income, this is where that lives.

rhythm.md: your standing daily or weekly tasks. If there are things you want to do every week, they go here.

SOUL.md: your AI's personality and behaviour rules. This comes pre-configured.

tomorrow.md: your to-do list. As long as you run wrap-up at the end of every session, your AI keeps this updated automatically.

USER.md: about you, your business, and your brand. Filled out during setup.

weekly-focus.md: optional. If you want your AI to help you stay focused on 2–3 priorities each week.

Phase 1, The Folder Structure

Memory Folder

The memory folder is a core part of the system. When you first install it, it's empty. Over time, it becomes the record of everything you've worked on.

MEMORY.md: the index file. Claude reads and writes to this to keep an overview of what's in the memory. You never need to open it.

sessions/: a subfolder with one file per day. Every conversation you have gets saved here.

You don't need to read any of these files. They're for Claude. At the start of a new session, when you say "where did we get to on X project?", Claude goes into this folder, reads through the sessions, and pulls out anything relevant.

The memory system grows over time. The more you use it, the more context Claude has about you and your business. This is how the system gets smarter the longer you use it.

The habit that makes all of this work: run /wrap-up at the end of every session. That's what saves everything into memory in the first place.

Phase 1, The Folder Structure

Offers Folder

This is where your offers live. Over time, the goal is to have all your offers in here as fully written-out sales pages, so the system has all the context and detail it needs when writing for you.

There are a few ways to fill it out. If you have existing sales pages, we can create copies of them here. If you have ideas that aren't fully developed yet, there's an offer template to help you flesh them out, so you have something for the system to work from even before you have a finished sales page.

We go through this in more detail when we're building out your Business Brain together.

Phase 1, The Folder Structure

Source Folder

This is where you upload material about your business: documents, presentations, PDFs, Google Docs, anything you want to bring into the system. What goes in here will depend on what you've got and what you want Claude to be able to draw on.

When filling this folder out, Word documents and Google Docs are best converted into markdown files first. We cover how to do that in the Markdown Files module.

The source folder is one of the most powerful parts of the system. You can give Claude everything you have and ask it to go through it and pull out what's useful: refining your offers, creating programme curriculums, writing sales pages, generating new ideas. Think of it as giving your Business Brain the full picture of your business to work from.

Phase 1, Markdown Files

What is Markdown?

Markdown is a plain text file, you can tell because it ends in .md. Most of the files inside your Business Brain OS are markdown files. They're lightweight, easy for Claude to read, and best practice for working with an AI system.

Here's what the formatting looks like in practice:

  • A # at the start of a line = Heading 1
  • ## = Heading 2
  • Text wrapped in *asterisks* = italic

Claude reads markdown natively. And it goes both ways, if you paste the content into a Google Doc and choose "Paste from Markdown", it formats correctly as headings, italics, and so on.

As you build out your Business Brain OS, get into the habit of keeping documents in markdown format wherever you can. It keeps everything lightweight and easy for Claude to work with.

Phase 1, Markdown Files

Opening and Editing Files

There are a couple of ways to open and edit your markdown files. You can open them directly from your folder, they'll open in Notepad, but it's not recommended. Notepad just shows you the raw code, not the formatted version.

The best way to view and edit your markdown files is through Claude Code itself. Once you've started a chat, go to the file panel on the right. Find the .md file you want, click it, and it opens with the formatting applied, headings, bullets, all of it.

You can also ask Claude to open a specific file for you: "Can you show me my north star file?" Claude will give you a clickable link, and when you click it, the file opens in the right-hand panel with full formatting.

You can see what's in the file, ask Claude to make changes, and watch the edits happen, all in one place.

Phase 1, Markdown Files

Creating Markdown Files

You can bring existing documents into your Business Brain as markdown files, or create new ones from scratch.

Converting a Google Doc

Open the Google Doc, go to File → Download → Markdown (.md). It saves to your Downloads folder. Then move it into the right folder in your Business Brain OS.

Converting a Word document

Drop the Word file into the relevant folder, then ask Claude: "I've added a Word document at [path], can you convert it to a markdown file?" Claude creates the .md version automatically.

Creating a new file

You don't need to create markdown files manually very often, Claude creates them for you when it saves memory, context, or output files. But if you need one, just ask: "Create a new file at [path/filename.md] with the following content..."

Phase 1, Working With Claude Code

Download Claude Desktop

You might already be using Claude in your browser. The Business Brain OS runs specifically through the Claude desktop app, not the browser version. So the first step is to download it.

Go to claude.com/download and download the version for your computer, Windows or Mac. Once it's installed, you launch Claude as an app rather than opening a browser tab.

From now on, whenever you're working on your Business Brain OS, open the Claude desktop app, not the browser. Open the app, go straight to the Code tab, and work from there.

Phase 1, Working With Claude Code

Find Your Folder

When you open the Claude desktop app, the chat panel is in the middle. The important step when you start a new chat is to connect it to your Business Brain OS folder.

At the bottom of the chat panel, you'll see an option to add a folder. Click it and select the folder where your Business Brain OS is installed, whatever you've named it on your computer.

Once you've connected the folder, everything in that conversation is working with the contents of that folder. Claude has the full context of everything inside it: your brand voice, your offers, your context files, all of it.

You do this once per new chat. From that point on, Claude knows where it is and what it's working with.

Phase 1, Working With Claude Code

Modes

The mode selector sits at the bottom of the chat panel. There are four options, here's what they mean and which one to use.

Auto (use this one)

Claude acts on your instructions without asking permission for every step. It still respects the hard limits built into the system. Use Auto for everything.

Plan

Before doing anything, Claude writes out a step-by-step plan and shows it to you. You can read it, revise it, ask questions, and approve it before anything actually happens. Good for big or complicated jobs where you want to see the approach first.

Manual

Claude asks for permission at every individual step. This slows everything down significantly. You can use it if you're curious to see exactly what Claude is doing under the hood, but it's not practical for day-to-day use.

Bypass Permissions

Don't use this. It removes the safety guardrails built into your Business Brain. There's no reason to ever switch to this mode.

Phase 1, Working With Claude Code

Context Window

The context bar shows how much of the current chat has been used up. Every time you ask Claude to do something, it reads back through the entire conversation from the top before responding.

The longer the chat, the more it has to read, and the more tokens it uses each time. It also becomes more likely to start making mistakes, because it's holding more and more in memory at once.

The limit is 200,000 tokens. A good rule of thumb: when the context bar gets to around 50–70%, start wrapping up that chat. Type /wrap-up and Claude will save everything important before you start fresh.

Phase 1, Working With Claude Code

The Left Sidebar

Every chat you have with Claude gets saved in the left sidebar, most recent at the top. You can rename chats and pin the ones you're still working on.

Pinning and archiving

Pin any chat you haven't fully wrapped up yet. Once you've run /wrap-up and confirmed nothing's been lost, archive it. Treat archived chats as gone, that's fine, because the memory system has captured everything worth keeping.

Artifacts and Routines

Artifacts are visual outputs Claude generates, HTML pages, diagrams, that kind of thing. Use them as a scratchpad. Once you're happy with something, get it saved properly as a file back into your Business Brain OS folder so it's in the system.

Routines let you set Claude up to run tasks on a schedule, they currently only run when your laptop is open, not in the background.

Phase 1, Working With Claude Code

Usage Credits

The $20/month Claude Pro plan gives you a usage allowance split across two levels: a weekly total and a 5-hour session limit. Most day-to-day marketing work stays well within both.

Weekly allowance

You're given a set number of tokens per week, which resets on Saturday. Keep an eye on it if you're doing heavy work, building systems, processing large files, or running multiple complex sessions in a day.

5-hour session limit

Within any 5-hour window, there's a cap on how many tokens you can use. If you hit it, you have two options: wait for it to reset, or add usage credits to your account which top you up automatically when you hit the limit.

If you hit your limit

Use the time for work that doesn't need Claude: recording videos, reviewing content, admin tasks. Most users only bump into the limit occasionally.

Phase 1, Working With Claude Code

Permissions

Claude Code is not running in the background. It doesn't do anything unless you open a session and give it an instruction. When you close the app, nothing runs.

The Business Brain OS comes pre-configured with a permissions file that controls exactly what Claude is and isn't allowed to do.

What it's allowed to do

  • Read, edit, and write files inside your Business Brain OS folder
  • Run specific scripts that power the skills
  • Basic file navigation: listing folders, checking where things are

What it's blocked from doing

  • Installing software, blocked by default
  • Deleting files or folders permanently, blocked by default
  • Reading your credentials or .env files

Even if Claude misunderstood an instruction and tried to delete a folder, the system would stop it.

Phase 1, Working With Claude Code

Connecting External Tools

Left to itself, Claude can only work with files on your computer. It can't see your email, your Google Drive, your Airtable, or any other external tool, unless you connect it.

That's what MCP connections do. Each connection is something you set up deliberately, and it only gives Claude access to that specific tool.

What becomes possible with MCP connections

  • Airtable, Claude can read your content queue, save posts, and update records directly
  • Google Drive, Claude can read documents from a link, without you copying and pasting
Phase 1, Working With ChatGPT

Download ChatGPT Desktop

Use the ChatGPT desktop app for this programme so you can work with the Business Brain OS folder on your computer.

Get set up

  1. Open the official desktop app download instructions and choose your operating system.
  2. Install the app and sign in with your ChatGPT account.
  3. Complete the welcome steps.
  4. Choose ChatGPT and switch to Work for tasks that create or update your business files.

If your app shows Codex, you can use it for local folder work too. The folder and permission steps still matter. Button names can vary between app versions.

Next, connect your own working copy of Business Brain OS.

Phase 1, Working With ChatGPT

Find Your Folder

Connect the working copy you made earlier, so ChatGPT can read and update the files in your Business Brain.

Connect your working folder

  1. Open the project chooser and select New project.
  2. Name it Business Brain OS.
  3. Choose the option to add a folder on your computer.
  4. Browse to your working copy and select that folder.
  5. Start a chat in the project.

If the project already exists, use Edit project and Add folder. A project without an attached local folder does not give direct access to your computer's files.

Phase 1, Working With ChatGPT

Context Window

The context window is the information available to the AI while it works in a chat. Your messages, relevant files and tool results all contribute to it.

Keep each chat focused on one outcome. When you move to a different task, save the useful decisions and start a fresh chat in the same project.

In the desktop app, /status can show context usage where supported.

Phase 1, Working With ChatGPT

The Left Sidebar

Use the sidebar to return to your projects and chats. Keep Business Brain work inside the project connected to your working folder.

Keep it manageable

  • Rename chats by the result you are working towards.
  • Pin chats you return to regularly.
  • Search for an older chat when you need it.
  • Archive completed chats after saving the important decisions into your files.
Phase 1, Working With ChatGPT

Usage Credits

Work that reads files, uses tools or produces a finished result uses your account's available allowance. ChatGPT Work and Codex share usage limits.

Check your allowance

Use the usage information in your account or app. In supported desktop chats, /usage opens usage and billing settings and /status can show rate limits.

Check the remaining allowance and reset time before a large task. The details depend on your plan and account, so follow what the app shows.

Use sessions well

Give each task a clear result, point to the relevant files and review the output before requesting more work. If you reach a limit, use that time to review drafts or gather source material, then continue when access returns.

Phase 1, Working With ChatGPT

Permissions

Permissions control which files and tools ChatGPT can use and when it needs approval. Check the permissions control below the chat box.

What the options mean

  • Ask for approval: work within the allowed workspace, with approval requests when additional access is needed.
  • Approve for me: eligible requests go through automatic review. This does not widen the allowed workspace.
  • Full access: much broader access to files and commands. You do not need this to begin the programme.

Start with Ask for approval. Read the requested action and location before approving it. Some options may be unavailable because of your app or workspace settings.

For a task that should stop at a draft, state that boundary in your message.

Phase 1, Working With ChatGPT

Connecting External Tools

Attach your local Business Brain folder to work with its files. To use an external account, such as Google Drive or Airtable, connect the relevant plugin separately.

Add a connection

  1. Open Plugins in the app.
  2. Find the service you want and install its plugin.
  3. Sign in to that service when asked and review the requested access.
  4. Start a new chat if the connection is not available in the current one.
  5. Use a read-only check before asking it to make changes.
Phase 1, Set Up Your Business Brain

Gather Your Materials

Before you run any setup skills, do a quick gather. You don't need everything — just whatever you already have. The system works with what it's given and gets better as you add more over time.

A good starting point: open a new chat with your AI and ask it to help you sort through your Downloads, Documents, and Google Drive to surface anything relevant.

brand → brand-voice → about-me

Old bios, LinkedIn profiles, any "about you" writing you've created.

brand → brand-voice → writing-samples

Writing samples — anything that sounds like you at your best: emails, posts, website copy, social captions.

brand → brand-voice → brand-stories

Brand stories — origin story, client transformation stories, any narrative content you've written or told.

brand → brand-voice → testimonials

Testimonials and case study screenshots. One file per source is fine — even a screenshot saved as a PDF works.

brand → brand-voice → audience-language

Discovery call transcripts, DM conversations, survey responses — real language from real clients. Text files only, no video.

brand → visual-identity

Logo files, photos, icons, banners, and any existing brand guidelines. Used in later phases when you're building your website and social templates. Drop in whatever you have — even a rough set of files is enough to start.

Offers folder

Everything related to your current and past offers: sales pages, PDFs, course content, templates. Organise by status: live, potential, retired.

Source folder

Anything you want the system to draw on as raw material: old blog posts, video transcripts, Facebook Lives, lead magnets, training recordings. Think of it as your content library — everything worth keeping, in one place.

Once you've done the gather, work through the setup steps in order.

Phase 1, Set Up Your Business Brain

Step 1 — Brand Voice

This builds your voice profile: the tone, rhythm, and patterns that make your writing sound like you. Every content skill reads this before writing anything, so it's the most important file in the system.

Before you run this: make sure you've added files to brand → brand-voice → writing-samples and brand → brand-voice → brand-stories. The more examples it has, the better the profile.

setup-brand-voice

Run setup-brand-voice. I've added writing samples to brand/brand-voice/writing-samples/ and brand stories to brand/brand-voice/brand-stories/. Read everything in those folders and build my voice profile — the tone, rhythm, and patterns that make my writing sound like me. If anything is missing or unclear, ask me before you build the profile.

Phase 1, Set Up Your Business Brain

Step 2 — User Profile

This builds your USER.md file — the document your AI reads at the start of every session so it already knows your business, your offers, and how you like to work. Without this, your AI starts every conversation cold.

Before you run this: brand voice should already be built (Step 1). The skill uses it as a starting point.

setup-user-profile

Run setup-user-profile. Read everything in my brand and strategy folders and build my user profile — my name, my business, my offers, my technical level, and how I like to work. Walk me through any questions you need answers to, one at a time. The output is USER.md.

Phase 1, Set Up Your Business Brain

Step 3 — North Star

This builds your strategy layer: your mission, what you're working toward over the next 90 days, your income target, and the decision filter you use when you're not sure what to prioritise. Your AI references this whenever it's helping you make decisions or plan work.

setup-north-star

Run setup-north-star. I want to set up my strategy layer — my mission, what I'm working toward over the next 90 days, my income target, and the decision filter I use when I'm not sure what to prioritise. Ask me your questions one at a time.

Phase 1, Set Up Your Business Brain

Step 4 — Your Audience

This builds your ideal client profile and your first audience language file. These are what your copy skills draw on when they're writing anything promotional — the more real language you give it (actual quotes, DM responses, testimonials), the better the output.

Before you run this: add any testimonials to brand → brand-voice → testimonials and any discovery call transcripts or DM conversations to brand → brand-voice → audience-language. The skill will use whatever's there.

setup-icp

Run setup-icp. I want to build my ideal client profile and my first audience language file. Check brand/brand-voice/testimonials/ and brand/brand-voice/audience-language/ for any existing material, and ask me for anything else you need. Go one question at a time.

Phase 1, Set Up Your Business Brain

Step 5 — Language Rules

This creates a list of words, phrases, and patterns your AI is never allowed to use in your content. It's a hard constraint — once something is on the list, it won't appear again. Add to it any time something in your AI's output jars.

setup-language-rules

Run setup-language-rules. Build me a language rules file — words, phrases, and patterns I never want to appear in my content. Start by asking me what I know I hate, then suggest common AI writing patterns I might want to ban. Keep it short: only rules I'd actually need.

Any time your AI writes something that feels off, say: "Add that to my language rules." It updates the file automatically.

Phase 1, Set Up Your Business Brain

Step 6 — Visual Identity

This is a manual step — no skill to run. Just drop your brand assets into the brand/visual-identity/ folder inside your Business Brain OS folder.

What to put in

  • Logo files (all versions: colour, white, icon only)
  • Brand colour codes (hex or RGB — even a screenshot of your palette is fine)
  • Font names or font files
  • Any existing brand guidelines document
  • Photo assets, icons, or banner templates you already use

Your AI will reference these in later phases when you're building your website, social templates, and other visual assets. You don't need everything now — add more as you go.

Phase 1, Set Up Your Business Brain

Verify It's Working

Once you've run all the setup steps, close your AI tool and reopen it in your Business Brain OS folder. Then paste this into the chat:

Identity check

Who am I and what am I working on? Tell me my name, my business, my current 90-day priorities, and who my ideal client is.

Your AI should respond with your name, your brand, your priorities, and a summary of your ideal client. If it can't, one of the setup steps may not have completed fully — go back and re-run that skill.

Phase 1, Bonus — Uncover Your Brand Message

Why Research Beats Guessing

Most business owners write their marketing copy by sitting down and trying to come up with what their clients want to hear. The problem? You end up pulling it out of your own head — and what you think they want to hear and what they actually say are almost never the same thing.

The copywriter's approach is different. It starts with research — not brainstorming. Your clients and prospective clients are already telling you exactly what they need, in their own words. Your job is to collect that language and reflect it back to them.

When you do this properly, your marketing stops feeling like guesswork. You know what to say because you've heard it directly from the people you help.

The three sources

There are three main places to gather client language, and you don't need all three before you start. Use whatever you already have.

  • Client interviews — conversations with past or current clients about their experience before, during, and after working with you
  • Reviews and testimonials — what clients have already written about you, unprompted
  • Review mining — what people similar to your ideal client are saying in book reviews, Facebook groups, and forums, when they don't know anyone is listening

The next lessons walk you through each one and show you how to use your AI to process what you collect.

Phase 1, Bonus — Uncover Your Brand Message

Collect Your Client Language

Before your AI can help you write in your clients' language, you need to give it the raw material. This lesson covers the three ways to collect it.

1. Reviews and testimonials you already have

Start here — this is the fastest win. Pull together everything clients have already said about working with you: testimonials on your website, Google reviews, Facebook comments, DMs, emails where someone said something kind. Copy the text into a document and save it to brand/brand-voice/testimonials/.

Don't edit or summarise what they wrote. You want their exact words — the phrases, the comparisons, the specific details. That's the gold.

2. Client interviews

A short conversation with a past client is worth more than hours of brainstorming. You're not asking for a testimonial — you're listening for language. Ten to fifteen minutes is enough. Ask them:

  • Where were you before we worked together? What was going on?
  • What made you decide to do something about it?
  • What were you worried about before we started?
  • What changed? What can you do now that you couldn't before?
  • How would you describe what I do to a friend who asked?

Record the call (with permission), get it transcribed, and save the transcript to brand/brand-voice/audience-language/.

3. Review mining

If you don't have many testimonials yet, this is how you find client language without having to speak to anyone. People leave honest, unfiltered reviews in places like Amazon book reviews, Facebook group comments, and Reddit threads — and if they're talking about a problem you solve, they're giving you the exact words to use.

Find books, courses, or services similar to yours. Read the reviews. Copy the phrases that describe the problem, the hesitation, or the transformation. Save them to brand/brand-voice/audience-language/.

Process what you've collected

I've added client testimonials, interview transcripts, and/or research notes to my brand/brand-voice/ folder. Read through everything and pull out the most useful language — the phrases clients use to describe their struggle before working with me, why they decided to take action, what made them hesitate, what they say about the results, and what makes me different. Don't summarise or interpret — give me their actual words, organised by theme. Save the output to brand/brand-voice/audience-language/client-language-swipe-file.md.

Phase 1, Bonus — Uncover Your Brand Message

The Messaging Matrix

Once you've collected your client language, the next step is to organise it. The Messaging Matrix is a simple framework that sorts everything you've gathered into six buckets. Together, these buckets become the foundation for every piece of copy you write.

The six buckets

  • The Struggle — the fears, frustrations, and behaviours your clients describe before working with you. Their starting point, in their words.
  • Why They're Looking — what finally made them decide to do something about it. The trigger that moved them from putting up with the problem to actively seeking a solution.
  • The Objections — the reasons people hesitate. Usually: cost, time, trust in you, or trust that it'll work for them. When you know the objections, you know how to address them.
  • What Makes You Different — your X-factor. Not what you think makes you different, but what clients say when they describe you to someone else.
  • Awareness Level — how much do they know about you, and about the type of solution you offer, before they find you? This affects how you open any piece of copy.
  • The Success — the outcomes and transformations in their own words. Not the clinical result, but how they describe how they feel, what they can do now, what they tell their friends.
Build your Messaging Matrix

Read my client language swipe file at brand/brand-voice/audience-language/client-language-swipe-file.md (and anything else in brand/brand-voice/). Organise everything you find into a Messaging Matrix with six sections: The Struggle (fears and frustrations in their words), Why They're Looking (the trigger that made them seek a solution), The Objections (hesitations and concerns), What Makes Me Different (their X-factor language — what they say sets me apart), Awareness Level (how much do they already know before they find me), and The Success (outcomes and transformations in their words). Use direct quotes wherever possible. Save to brand/brand-voice/messaging-matrix.md.

Phase 1, Bonus — Uncover Your Brand Message

Your Brand Message

With your Messaging Matrix built, you now have everything you need to write copy that connects. This final step pulls it together into the core messages you'll use again and again — in your content, on your website, and when someone asks what you do.

You're not writing from scratch. You're pulling forward the best language from your research and packaging it into something usable.

Write your core brand message

Read my messaging matrix at brand/brand-voice/messaging-matrix.md and my voice profile at brand/voice-profile.md. Using the language from my clients — not your own words — write my core brand message. This should include: a one or two sentence description of what I do and who it's for (using their language, not mine), the main struggle I solve (in their words), the transformation I deliver (in their words), and my X-factor (what they say makes me different). Keep it grounded in the research. Save to brand/brand-voice/brand-message.md.

Once this is saved, your AI will draw on it automatically whenever you're writing content, crafting offers, or working on your website. The more client language you add to your folders over time, the sharper it gets.

Phase 1, Bonus — Uncover Your Brand Message

Final Step

You've added new research to your brand folder. Now update your voice profile so your AI picks it all up, including your messaging matrix and brand message, every time it writes for you.

setup-brand-voice

Run setup-brand-voice. I've completed the Uncover Your Brand Message research and have new files in my brand folder, including brand/brand-voice/audience-language/client-language-swipe-file.md, brand/brand-voice/messaging-matrix.md, and brand/brand-voice/brand-message.md. Read everything in my brand folder and update my voice profile to reflect this new research.

Once this runs, your Business Brain is fully loaded. Everything you've gathered, your voice, your audience language, your messaging, is now part of how your AI thinks about your business.

Phase 1, Skills

How to Call a Skill

There are three ways to call a skill.

1. Slash commands

For the most-used skills. Type a forward slash followed by the skill name: /content-router, /seo-blog-writer, /wrap-up. (Claude Code only — ChatGPT users, see option 2.)

2. Run by name

For any skill: type run [skill-name] in the chat. Works in both Claude Code and ChatGPT.

3. Describe what you want

Your AI finds the right skill for you. Say what you're trying to do and it picks the best match from your library.

Phase 1, Skills

Creating Skills

If you have any repeatable framework, process, or template you use again and again, you can turn it into a skill. Claude walks you through the whole thing.

How to do it

Tell Claude what you want the skill to do. It handles the rest: it looks at how existing skills are structured, builds the new skill, registers it in your Business Brain, and gives you a summary of how it works.

Once it's built, test it a couple of times. Anything that feels off, give Claude the feedback, and it'll update the skill. The more you refine it, the better it gets.

The principle

The install comes with a full skill library, but the most powerful skills are often the ones you build yourself, based on the frameworks and formats that work for your specific business. If you keep doing something the same way every time, that's a skill waiting to be built.

Phase 1, Skills

Improve or Change Skills

The skills that come with your install are a starting point. They're not a fixed system you have to follow, you can edit any of them, give them feedback, or build new ones from scratch. Over time, this becomes your system, not ours.

Understanding how a skill works

Every skill has a section at the top called Front Matter, a summary of what the skill does and how it runs. If you're not happy with how a skill is behaving, ask Claude to explain it first: "How does this skill work? Walk me through the workflow."

Making changes

Give Claude your feedback on how you want it to work differently, longer, shorter, different format, skip a step, add a step. Claude updates the skill's learnings file with your changes. The next time you run it, those changes are already baked in.

You don't need to go into the files yourself. Do it through the chat.

Phase 1

The Wrap-Up Habit

The one thing to do before you close your AI every time.

At the end of every session, run the wrap-up skill. In Claude Code, type /wrap-up. In ChatGPT, type run wrap-up. This is the single most important habit in the whole system.

Wrap-up does three things:

  • Writes a memory block for today's session
  • Logs any skill feedback you've given during the session, so the next run is already better
  • Updates your tomorrow.md with everything outstanding

Without running this, you risk losing context between sessions. The system gets better the more you use it, but only if you wrap up. Two minutes at the end of each session, and nothing gets lost.

Phase 2 — Your Smart Website
Phase 2

Your Smart Website

Phase 2 is where you build your Smart Website — a hand-coded, SEO-ready site with no monthly platform fee, connected to the Business Brain OS you built in Phase 1.

By the end of this phase you'll have a live website: your home, about, services, and blog pages written in your voice, your keyword strategy in place, and Google Search Console tracking your progress.

What you'll do in this phase

  • Keyword research — find what your ideal clients are actually searching
  • Content strategy — a clear plan for what to write and in what order
  • Brand guidelines — colours, fonts, logo, visual identity decisions
  • Clone the Smart Website template and customise the design
  • Page copy written in your voice using skills
  • Deploy to Vercel, connect your domain, set up Google Search Console

What you'll need

  • A domain name (or readiness to register one — around £12/year)
  • A logo and brand colours if you have them (we can create simple ones if not)
  • A few decent photos of yourself
Phase 2
Coming in Phase 2
Keyword Research
This lesson will be added when we reach Phase 2 together.
Phase 2
Coming in Phase 2
Content Strategy
This lesson will be added when we reach Phase 2 together.
Phase 2
Coming in Phase 2
Brand Guidelines
This lesson will be added when we reach Phase 2 together.
Phase 2
Coming in Phase 2
Clone, Customise & Deploy
This lesson will be added when we reach Phase 2 together.
Phase 2
Coming in Phase 2
Page Copy
This lesson will be added when we reach Phase 2 together.
Phase 2
Coming in Phase 2
SEO & Google Search Console
This lesson will be added when we reach Phase 2 together.
Phase 3 — Your Enquiry Engine
Phase 3

Your Enquiry Engine

Phase 3 adds the lead generation layer to your Smart Website — a lead magnet that attracts the right people, an opt-in page that converts, and a 4-email nurture sequence that moves them toward an enquiry.

By the end of this phase you'll have a complete funnel: someone finds your site, downloads your lead magnet, receives four emails that build trust and make the case for working with you, and books a call.

What you'll do in this phase

  • Create a lead magnet — a guide, checklist, or short tool built for your audience
  • Build an opt-in page on your Smart Website
  • Write a 4-email nurture sequence in your voice
  • Connect everything to your email platform and test it end to end
Phase 3
Coming in Phase 3
Create Your Lead Magnet
This lesson will be added when we reach Phase 3 together.
Phase 3
Coming in Phase 3
Build Your Opt-In Page
This lesson will be added when we reach Phase 3 together.
Phase 3
Coming in Phase 3
Write Your Email Sequence
This lesson will be added when we reach Phase 3 together.
Phase 3
Coming in Phase 3
Connect & Test
This lesson will be added when we reach Phase 3 together.
Phase 4 — Your Content System
Phase 4

Your Content Multiplier

Phase 4 sets up the content engine that makes your Smart Website compound over time. Each blog post you write gets repurposed into social content and images, scheduled from inside Claude — no separate tool, no Canva, about twenty minutes a week.

What you'll do in this phase

  • Set up your social platforms inside Claude — voice, brand, platform preferences
  • Write and publish your first blog post
  • Repurpose it into social content for your chosen platforms
  • Build the weekly content habit so it keeps running after the programme ends
Phase 4
Coming in Phase 4
Social Setup in Claude
This lesson will be added when we reach Phase 4 together.
Phase 4
Coming in Phase 4
Your First Blog Post
This lesson will be added when we reach Phase 4 together.
Phase 4
Coming in Phase 4
Repurpose to Social
This lesson will be added when we reach Phase 4 together.
Phase 4
Coming in Phase 4
Building the Habit
This lesson will be added when we reach Phase 4 together.

Your Skills Reference

The skills you'll use most throughout the programme. Run them from inside Claude Code by typing the command or describing what you want.

Setup Skills — Phase 1
setup-user-profilePhase 1
Interviews you and writes your USER.md file — what Claude reads to understand you and your business specifically.
run setup-user-profile
setup-north-starPhase 1
Builds your strategy layer — mission, 90-day priorities, income target. Claude uses this as a filter when you're making decisions.
run setup-north-star
setup-brand-voicePhase 1
Reads your writing samples and brand stories, extracts your voice across six dimensions, and generates a voice profile every copy skill reads before writing.
run setup-brand-voice
setup-icpPhase 1
Builds your ideal client profile and your first audience language file. Every copy skill reads this before writing anything promotional.
run setup-icp
setup-language-rulesPhase 1
Generates a language rules file — what Claude is explicitly never allowed to write. Hard constraints, not suggestions.
run setup-language-rules
Content Skills — Daily Use
content-routerMost used
Takes any idea and asks which format you want. Handles everything from there — social post, email, blog, whatever you choose.
/content-router
seo-blog-writerPhase 2+
Writes a fully optimised blog post around a target keyword — structured for search, written in your voice.
/seo-blog-writer
email-sequence-writerPhase 3
Writes a multi-email sequence — nurture, onboarding, or sales — in your voice, for your audience, around your offer.
run email-sequence-writer
repurpose-videoPhase 4
Takes a recording or transcript and turns it into a full week of content — social posts, email, and blog post.
run repurpose-video
Strategy & Utility
ceo-checkStrategy
Before you say yes to a new idea or project, run this. It checks the thing against your north star and tells you whether it's aligned, off-track, or uncertain.
run ceo-check
wrap-upDaily
Run at the end of every session. Saves your memory, open threads, and skill learnings. The single most important habit in the system.
/wrap-up