Come ready, and we build your OS in a couple of hours.

How this works

Three things go into an OS that sounds like you and knows your numbers: your style (how you sound and look), your data (what you sell, to whom, for how much), and your assets (the files we feed it). This page gathers all three.

Type straight into it and tick as you go. Everything saves to this browser automatically, so you can close the tab and come back. The progress counter at the top tracks the boxes. When you're done, hit Save to PDF and bring the PDF plus the files it points to.

Set up before you arrive~30 min

The technical bit, done at home so the room doesn't stall at 9.05am. None of it is hard. All of it is preventable friction.

How you sound and how you look~15 min

The part most owners skip, and the part that decides whether the OS sounds like you or like every other AI on the internet. Your voice lives in what you've already written.

Brand assets for the folder

Tick each once it's in your Workshop Pack folder.

Export your AI's memory~20 min

If you've used ChatGPT or Claude for a while, it has built up a memory of you and your business across your conversations. The fastest way to give your new OS a head start is to ask it to write down what it knows, then save that into your folder. Run the prompt below in ChatGPT and Claude, across each project or custom GPT you've set up. More handovers means a richer OS.

This only works in tools that remember you across conversations, which really means ChatGPT and Claude. Others like Gemini or Manus start each chat fresh, so they've got nothing to hand over. Skip them.

I'm handing over our work to a new assistant who knows nothing about me or my business yet. Please write a complete handover document so they can pick up exactly where you left off.

Organise it under clear headings, and be specific. Use real names, numbers, dates, and examples wherever you can, not vague generalities. Cover:

1. My business: what it is, what I sell, who my customers are, where I operate.
2. Me: my name, my role, how I like to work, anything personal you've learned that's relevant.
3. My goals: what I'm working towards, and what matters most right now.
4. Ongoing work: projects and jobs in motion, and where each one is up to.
5. Key people: clients, team, suppliers, and the relationship with each.
6. My preferences: how I like things done, my tone and writing style, pet hates.
7. Decisions and rules: anything I've told you to always or never do.
8. Anything else a new assistant would need to not start from zero.

Write it as a clear document I can hand straight to someone else. Don't ask me questions first, just write the fullest handover you can from everything you already know.

What you sell, and to whom~20 min

For the folder, gather these. Tick as they land.

Don't worry about the technical side. You don't need to know what an API or a connector is. Bring the list and the logins, and we sort the rest together on the day.

The clients you'd clone~15 min

The bit most people undercook. Worth real thought before you arrive. Name your three best clients of the last two years, and say what made each one good.

Come having thought about these~15 min

The most important part of the day, and the one that needs the least paperwork. Just clear thinking. Skip it and the OS reads like a manual instead of like its owner.

The one real task you'll bring~5 min

Early on the day, you'll do one real piece of work with your OS. Something small you were going to do this week anyway: a quote, a follow-up, a piece of content, the awkward reply you've been avoiding. Small finishes in the room. Big strategic questions don't, so save those.