Text version of the overview
Five files that guide the work
- Working Style: how you work and want help.
- Business Context: your business, offers and constraints.
- Brand Guide: your positioning and approved visual identity.
- Writing Guide: your voice, tone and writing examples.
- North Star: your priorities, goals and measures.
Prepare, review and set up
- Use the guided interview in regular ChatGPT, reuse existing business documents and answer one question at a time.
- Approve, download and open all five files. Reply in your onboarding email thread, and explain where you got stuck if a file is missing.
- Confirm device, access and storage. Check approved sources and connections, then test a morning brief and first useful workflow.
Keep your work organized
Preserve original source documents. Keep five current approved onboarding files. Use the working-file location agreed during setup. Review changes before updating files, check reopening and file loading during setup, and agree any reminders or upkeep separately.
What you get
- Organized file system: a clear home for your business files in the agreed storage location.
- Private Today dashboard: your priorities in one daily view. Exact dashboard contents and account readiness are agreed before setup.
- Seven Posts social skill: reusable instructions to draft seven posts for review. You review and approve social drafts before publishing.
- Guided setup and support: a real-task walkthrough and remote support to complete the agreed checklist.
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