Your first AI agent in five days.

The single biggest reason AI gives people weak output is that they start from scratch every single time. Fix that first and everything after it gets easier.

1. Go to claude.ai and set up an account. Get on a paid plan if you plan to run real work through it.
2. Create a Project. Name it after your business. A Project is a workspace that remembers, instead of a chat that forgets.
3. Upload anything real you already have: your service list, your prices, your hours, your FAQ, screenshots of texts you have sent customers.
4. Run the prompt below. It interviews you and writes your business brief for you.
5. Save what it gives you back into the Project as a file called Business Brief.

This is where most people lose. They try to automate the whole business and finish nothing. You are building one agent that does one job. Pick it from the four places every business leaks money.

• Speed. Leads sit for hours before anyone replies. By then they booked with someone else.
• Follow up. One text, no answer, forgotten. The money was in touch three.
• The dead list. Past customers who liked you and quietly stopped coming back.
• Content. You go quiet for weeks and the pipeline goes quiet with you.

An agent is only as good as the rules you hand it. This is the part people skip and it is the only part that actually matters. Five pieces, in this order, every time.

• Role. Who it is being right now.
• Context. The situation and the facts it is allowed to use.
• Task. The one job, written as a verb.
• Format. Exactly what the output should look like.
• Constraints. The lines it must never cross.

Do not test it like the person who built it. Test it like your worst customer on their worst day. Run all six of these before anything touches a real person.

1. The angry one. "This is the third time nobody called me back."
2. The price shopper. "Just tell me how much."
3. The vague one. Send it the word "Hey" and nothing else.
4. The wrong number. "Who is this?"
5. The opt out. "Stop texting me."
6. The stump. Ask something your brief does not contain.

Live does not mean unsupervised. Start with approval mode on, which means the agent writes and you tap send. Once it has earned it, you loosen the leash.

1. Choose the trigger. A new lead form, a missed call, an inbound text, or a list you upload.
2. Connect it to where the work lives. Your inbox, your CRM, your calendar. Start with whatever you already pay for.
3. Turn on approval mode. You read every message before it sends, for the first week at minimum.
4. Run it on ten real contacts. Not a hundred. Ten.
5. Fix what it got wrong by changing the rule, not the message, so it stays fixed.

Your go live checklist

• My brief is uploaded and the agent stops instead of guessing
• It cannot quote a price that is not in my rules
• It cannot claim a booking that did not happen
• Anyone can opt out and it honors that permanently
• Approval mode is on and I read the first week of messages
• I know the one number I am measuring this on