A business brief for AI is a Skill and a Tech job: one prompt turns your website and a few things you have written into a one-page brief about your business, and then you put that page where your AI reads it at the start of every chat. The whole job takes one sitting of about an hour, and most of that hour is gathering, not waiting.
Every new chat with ChatGPT, Claude or Gemini starts from zero. It does not know what you sell, where you are, what a job costs or how you talk to customers, so you type it again, a little differently each time, and the draft comes back a little off each time. The brief ends that. You write the page once, you put it where the AI reads it every time, and no chat starts from zero again.
This page covers one thing: the standing page about your business that every other job on this list reads. The brand voice guide is a different job, because it covers how you sound; here that is one short section of the page, or a file beside it. Here the goal is the facts, in order, in your words.
- Shape
- SkillTech
- Sitting
- one sitting
The shape: Skill and Tech
This job is a Skill because writing it is one prompt and the material under it. The AI is good at this part. It can read your website pages in seconds, notice that you explain price before anyone asks, and put twenty scattered facts in one order. What decides the result is what you give it and what you ask it to leave out.
It is also Tech because where you put it is what makes it stick. A brief you paste at the top of a chat is a document, and by the third chat you will stop pasting it. A brief saved in a project's instructions is a setting: you put it in once and stop thinking about it, and every chat you start inside that project begins already knowing you. That is the difference between a good idea and a habit, and it takes five minutes.
What that means for you: about forty minutes gathering, five minutes with the AI, fifteen minutes correcting what comes back, and five minutes putting it in place. After that, the only work is one line on the day something changes.
What you give the AI
Gather these into one document before you open the chat, with a short label above each piece.
- Your website, the pages that matter: the home page, the about page, the services or products page and the pricing page if you have one, pasted as text or given as links if your AI can read them.
- Your price list, with what is included: what each thing costs, what it covers, what costs extra, and the one thing people assume is included that is not.
- Five emails you sent to customers: real ones from your sent folder, including one that delivers a price or a no.
- Two replies you wrote to reviews: one happy, one not, if you have both.
- Who buys from you, in your words: the customers you want more of, and the ones you turn away, named plainly.
- The facts the AI must never get wrong: your business name as you write it, the places you serve, your hours, the people who may be named, and any claim your industry lets you make or forbids.
- What you are working toward in the next three months: one line, such as filling Tuesdays or selling the new package.
- Words you never use: the ones you have crossed out of a draft before.
- Your brand voice guide, if you have one: attach it as a file rather than pasting it in, so the brief stays one page.
Leave out anything you would not hand a stranger. No passwords, no bank details, no customer names or private details, no numbers you have not announced. The brief will live inside a product you do not control, and it is read by anyone you share the project with.
If your website is thin or out of date, say so in the label and type the current facts yourself. The AI will otherwise treat the website as the truth, and your website may still name a service you stopped offering in March.
What comes back
Paste this prompt, then your labeled material below it.
You are helping a small business write a one-page business brief.
The brief will be saved as the standing instructions for an AI assistant, so
every future chat starts already knowing the business. Keep it under 400 words.
Work only from the material below: the website pages, the writing samples and
the facts I typed. Do not invent a service, a price, an area, a customer type
or a claim the material does not show. Where something is missing, write
"not given" and leave it for me to fill.
Return the brief in this order, with these headings:
1. What we sell and to whom, in one sentence.
2. Who buys from us and why, in plain words, and who we are not for.
3. What we offer, each with its price and what is included, exactly as given.
4. Facts to get right every time: our name as written, where we are, where we
serve, our hours, the people who may be named, and any claim we may or may
not make.
5. How we sound: three short lines quoted from the samples, then the words and
phrases we never use.
6. What we are working toward in the next three months.
7. One closing rule for the assistant: assume everything above, and ask before
adding a fact this brief does not contain.
After the brief, list anything you inferred that the material only weakly
supports, so I can check it.What comes back is one page in seven parts, followed by a short list of guesses. The "not given" lines are the useful part, because they show you exactly which facts the AI could not find, and those are usually the facts you most need it to have. Fill them, or delete the heading if it does not apply. If your price list runs long, keep the three things people buy most in the brief and attach the full list as a file beside it. The guesses at the end matter more here than in any other job, because a guess that reaches the brief is repeated as fact in every chat after it.
Then put it where the AI reads it every time.
- Claude: open Projects in the sidebar, make a project named after your business, and paste the brief into its instructions; add your voice guide and your price list as files.
- ChatGPT: open Projects in the sidebar and do the same: paste the brief into the project instructions and add the files.
- Gemini: the same thing is called a Gem, and from November 2026 a skill: make one with your business name, paste the brief into its instructions, and add files under Knowledge.
Each tool also has a general instructions box in its settings that follows you into every chat, work or not, and holds no files. Keep a one-paragraph version there if you want it everywhere, and let the project carry the whole brief and the files beside it. If you have staff, share the project, so a new hire's first chat starts from the same page; in Claude that takes a Team plan, and ChatGPT and Gemini let you share one on any plan.
Now run the first test. Open a new chat inside the project and ask for a reply to the question customers ask you most, with no other context. If the draft gets your price, your area and your tone right without being told, the brief works. If it gets one wrong, the brief is missing a line, and you add it.
How to judge it
Read the brief once, quickly, and send it back if you see any of these:
- It could be anyone in your trade: swap in a competitor's name and read it again, and if every line still fits, the page has no facts in it.
- It made something up: a service you do not offer, a town you do not serve, "licensed and insured" when you never said so; every fact needs a source in what you gave it.
- It reads like an About page: "passionate", "dedicated" and "customer-focused" are adjectives, and a brief is a fact sheet with a voice at the end, not a mission statement.
- It runs past a page: more than about 400 words and you will stop reading it, which means you will stop correcting it.
- It copied your website's mistakes: the old price, the service you dropped, the phone number from the location you closed.
- It holds something that should not live in a tool: a password, a card number, a customer's name, an unannounced figure.
Then the real test is the one above: a new chat, one ordinary question, no help. Two rounds of that usually settle it. After that, every job you run on it is the test.
What stays with you
The AI can read what is public and arrange it. It cannot know what you charge this month, which job you turned down last week, or which customers you want more of, and those three things are most of what makes the brief useful. You type them.
The choice of what you want to be is yours, not the AI's. The samples show your past. If the brief describes a business that takes every job and you are trying to stop, write the rule you want, not the pattern it found, because the AI will take whatever the page says as the plan.
The judgment on what is safe to store is yours. The page holds what you would put on a flyer in your waiting room, plus your prices and your voice, and nothing else. What is sensitive stays in your own files, and you hand it to the AI one chat at a time, when a job needs it.
Keeping it current is yours too. The brief is read every time, so a stale line is repeated with confidence in every chat until you fix it. One line, the day something changes, is the whole maintenance.
And your industry's rules sit above the brief. If you work in health, law, finance or insurance, what you may claim is decided by the people who regulate you, and the brief should say so in its facts section, so every draft inherits the limit.
An editorial example
This is an invented business, used only to show the job. Say you run a family pool service company with two trucks, serving six neighborhoods on one side of a city.
You paste the home, services and about pages. You add five sent emails, one of them a price increase for the summer chemical cost, two review replies, and a text to a regular customer about an algae bloom. You type the price list: weekly service per visit with chemicals included, filter cleans extra, and the line "we do not do commercial pools or one-time cleanups". Your goal line is "fill the Tuesday route by December". Your never-use list is "crystal clear" and "backyard oasis".
The brief comes back. It puts the per-visit price and what it includes on one line, names the six neighborhoods, carries the no-commercial-pools rule into who you are not for, and quotes three lines from the emails for the voice. It writes "not given" for your hours and for whether you service spas, so you add both. One guess at the end says you prefer monthly billing, which rests on a single email, so you cross it out, because you bill per visit.
You paste the brief into a project, open a new chat, and ask for a reply to a customer who wants to know if you can come Saturday. The draft names the day rule and quotes the per-visit price with chemicals included, without being told either, so you keep the brief as it is.
That is where the example stops. Nothing in this example is a real business or a real outcome.
Where the brief goes next
Every job on the full list starts from it now, inside the same project. The brand voice guide deepens the voice section when three quoted lines are not enough. Positioning and messaging and the value proposition sharpen the first two lines of the brief, and the founder story sits beside it as a file. When a job on the list asks for your business facts, point it at the brief instead of typing them again.
Of every job on this list, social media is the one that comes back every week, and Boomp is software that does that one for you. See ten posts made from your website, free
