The 10-minute setup that makes every future prompt 3x better. Context, voice samples, projects, and privacy rules.
Ten minutes of setup now saves you from six months of mediocre prompt results. The goal of this module: give Claude the context it needs about you, your book, and your voice so that every prompt you run afterward is tuned to you specifically.
Start with Free. Upgrade to Pro if you hit limits, which you will within about 3 weeks if you're working the playbook.
The single highest-leverage setup move: write a one-page context about yourself that you paste at the start of every new conversation. Claude will write dramatically better once it knows who you are.
Copy this template, fill in the blanks, save it in a note-taking app, and paste it before any marketing prompt:
You are my marketing associate. Before you write anything, here's the context. ABOUT ME: - Name: [Your name] - Agency: [Your agency name] - State(s) licensed: [State abbreviations] - Lines I sell: [e.g., Life, Medicare Supplement, Medicare Advantage, Final Expense, Indexed Universal Life] - Years in the business: [Number] MY IDEAL CLIENT: - Age range: [e.g., 55-70] - Life stage: [e.g., pre-retirement, empty-nester, business owner] - Income/assets: [e.g., middle-class retirees with $200K-$1M saved] - Geographic focus: [e.g., Harris County TX, specific city, nationwide] - Key concerns in their life right now: [e.g., outliving savings, healthcare costs, leaving a legacy] MY OFFER / DIFFERENTIATION: - What makes me different: [e.g., "I work with 14 carriers so I shop the whole market," or "I specialize in business-owner life insurance strategies"] - The one thing I want to be known for: [e.g., "the Medicare planning guy for retiring teachers"] MY VOICE: - Tone: [e.g., warm but direct, no jargon, conversational, plainspoken] - Phrases I use often: [List 3-5 you actually say] - Phrases I'd never use: [e.g., "synergy," "leverage," "let's circle back"] COMPLIANCE NOTES: - I am captive with [carrier] / I am independent - My state requires [specific disclaimers you need] - I do NOT want you to: mention specific premiums, quote rates, guarantee returns, use superlatives like "best" or "cheapest" When you write for me, write like a human who respects the reader's time, never use AI-speak phrases like "in today's fast-paced world" or "when it comes to," and keep sentences short enough that a 70-year-old reading on their phone in a grocery store parking lot gets it. Ready?
That context is a force multiplier. Paste it at the top of any new conversation and every output is better.
Claude writes generically until it sees how you write. Grab three things you've actually written, an old email to a client, a Facebook post, a voicemail transcript, and keep them in a note. At the start of any "write for me" prompt, paste one or two as voice samples.
Before you write anything for me, here are three examples of how I actually talk to clients and prospects. Match this voice. SAMPLE 1 (email I sent last month): [Paste 200-400 words of an email you actually wrote] SAMPLE 2 (social post that got engagement): [Paste a Facebook or LinkedIn post] SAMPLE 3 (voicemail transcript): [Paste or describe how you talk on the phone] Study the pacing, sentence length, the specific phrases I use, the places where I drop formality. When you write, sound like this. Don't smooth it out, don't make it more "professional." Match me.
Client names with DOB/SSN. Health information (HIPAA). Beneficiary details. Policy numbers. Bank info. Anything protected under NPI, PHI, or state privacy laws.
Claude's free and paid consumer tiers are not HIPAA-compliant. If you need to discuss a specific client situation, anonymize it: "A 63-year-old retiree in Texas with $400K in IRA savings" instead of "John Smith, DOB 4/12/1961, $412,000 in Fidelity IRA."
Inside Claude.ai, "Projects" let you save context that persists across conversations. Set up two:
Instructions (paste in the project's custom instructions): the Agent Context template from above. Now every conversation in this project starts pre-briefed.
For anonymized client situations and quote comparisons. Keeps your marketing work separate from product/case work.
Most agents skip setup and get Claude outputs that are 70% as good as they could be. Fifteen minutes of context setup puts you at 95%. The agents who do it well produce content that sounds like them, not like generic AI.