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Luxe Business Backend · Working Session

Operationalizing
Your Expertise With AI

Tools · Skills · Reusable Systems

You already know how to do the work. The problem is that the knowledge lives in your head, so every recap, report, proposal, and assessment gets rebuilt from scratch by the only person who can do it. This session is about moving that expertise into something that can run without you sitting at the keyboard — and doing it with the tools you already pay for.

Session Date
Format Live Training + Self-Paced Reference
Outcome Reusable AI Infrastructure
00

How To Use This Page

Read this first
▾

This page does two jobs. During the session it's what we follow together. Afterward it's the manual — every prompt is here, every exercise can be redone alone, and everything you type into it saves in your browser so you can come back mid-thought.

Teal Prompt Blocks
Ready to use as written. Each one is labeled with the tool it belongs in and where it sits in the sequence. Hit Copy, paste, swap the bracketed parts for your own information.
Gold Template Blocks
The same thing with the specifics stripped out. These are what you use the second and third time, so you're filling in blanks instead of starting over.
Relay Strips
The numbered bars at the top of a section. They show which tool holds which step, in order, before you read a single prompt.
Your Turn Boxes
Short exercises. Each ends with how you'll know it worked, so you can judge your own output without asking anyone.
Fields And Checkboxes
Type directly into the page. It saves as you go. Save Backup writes a file you can reopen later or move to another computer.
Quick Reference
My Workbook collects everything you've typed. Prompt Library and Template Library pull every block into one scrollable list. Glossary defines the vocabulary.
One Thing
To Know
Your work saves to this browser on this device. It does not follow you to your phone. Use Save Backup to keep a copy, and Import Backup to bring it back or move it somewhere else.
01

The Handoff Method

The sequence everything else runs on
▾

Most people pick an AI tool and stay there. That's why the output is either thin or bloated. The tools aren't competitors — they're stations on a relay, and the order matters more than the tool.

The methodChatGPT thinks. Claude builds. The platform hosts. ClickUp runs.
1
ChatGPTBrainstorm, decide, spec, mock up
2
ClaudeExpand, refine, write, build
3
AI Studio / Base44Host the thing you built
4
ClickUp AIRun and watch the work
Why ChatGPT Goes First

It's faster, it's more concise, and the usage goes further. That combination is exactly what you want for the messy part — the back and forth, the half-formed idea, the twelve versions of a framework before one is right. You're not looking for polish yet. You're looking for a decision.

Claude opened too early goes deep and long on a concept you haven't finished choosing. That isn't a flaw — it's what makes it the right second station. Hand it something decided and it expands, refines, and finishes at a level ChatGPT won't reach. Hand it something undecided and you get a beautifully written version of the wrong thing.

StationWhat It's Genuinely Better AtWhat To Send It
ChatGPTSpeed, concision, iteration, visual mockupsBrain dumps, outlines, strategy, frameworks, summaries, build specs, screen mockups
ClaudeDepth, precision, long documents, working codeA finished concept plus every source file, and clear instructions on what to do with them
AI Studio / Base44Hosting apps, assessments, portals with data behind themSequential prompts Claude wrote from the spec — never the raw spec itself
ClickUp AIAgentic work that runs without being askedProjects to follow, statuses to report, updates to chase
Mock It Up Before You Build It

When the thing you're building has a face — a site, an app, a page, an assessment — make the picture in ChatGPT first. Then hand the image to Claude and build to it. Claude with a visual reference builds what you pictured. Claude without one builds what it pictured, and you spend the next hour describing the difference.

The Handoff Itself

This is the step people fumble. They paste one paragraph of conclusion and wonder why the output is generic. Give Claude everything — the source material, the framework ChatGPT produced, the decisions you made and why — and then tell it explicitly what to do with all of it.

I'm working through [WHAT YOU'RE BUILDING OR DECIDING].

Here's everything I know right now:
[BRAIN DUMP — MESSY IS FINE. CONTEXT, CONSTRAINTS, HALF-IDEAS, WHAT YOU'VE TRIED]

Don't write anything polished yet. Help me decide.

Ask me the questions you need answered. Then give me a tight framework or outline — structure, the key decisions, what goes where, and what I still haven't thought about.

Keep it short. I want to see the shape of it, not a finished document.
I worked this out in another tool and I'm bringing it to you to build properly.

HERE IS EVERYTHING I STARTED WITH:
[PASTE YOUR SOURCE MATERIAL — NOTES, TRANSCRIPTS, EXISTING DOCUMENTS, EXAMPLES]

HERE IS THE FRAMEWORK I LANDED ON:
[PASTE THE OUTLINE, STRATEGY, OR SPEC YOU FINALIZED]

HERE IS WHAT I DECIDED AND WHY:
[THE CHOICES THAT ARE ALREADY MADE — DON'T RE-OPEN THESE]

WHAT I WANT YOU TO DO WITH IT:
[BE SPECIFIC — WRITE IT, EXPAND IT, BUILD IT, BREAK IT INTO STEPS]

Work from what I've given you. If something is genuinely missing, ask before you invent it. Don't redesign the decisions I already made.
1

Your Turn

4 minutes
  1. Pick something you've been circling for weeks without finishing.
  2. Run Prompt 1A in ChatGPT. Answer its questions. Land on a framework.
  3. Hand that framework to Claude with Prompt 1B.
  4. Notice the difference between this and starting in Claude cold.
You'll know it worked whenClaude's first draft is close enough to edit rather than close enough to argue with.
02

Skills And Reusable Intelligence

What you do after something works
▾

Run the relay once and you get something good. Run it every time from scratch and you're paying full price for the same work forever. A skill is how you stop.

There's a difference between asking AI to do something and teaching AI how you do something. The first you repeat forever. The second you build once.

The Vocabulary
Chat
One conversation. Disposable. Use it for anything you won't need again.
Project
A folder of related chats that share context and files. One per client or per initiative.
Custom Instructions
Standing preferences that apply everywhere — tone, format, what you never want. Set once.
Knowledge File
Reference material you upload so AI can consult it. Your frameworks, templates, standards.
Skill
A documented process for producing a specific output to your standard. The important one. This is your expertise written down in a form that runs.
What Makes
A Good Skill
You've done it well at least once, you'll do it again, and you can name what separates a good version from a weak one. If you can't name the standard, the skill can't hold it.

Your candidate list is longer than you think: your writing voice, session recaps, executive summaries, client reports, proposals, training follow-up, intake summaries, scope documents, and every build spec you'll write in the next four sections.

I'm going to give you a piece of work I created and was happy with. I want you to reverse-engineer it into a reusable skill so I can produce this same quality of output again with different client information, without re-explaining myself every time.

Analyze what I give you and identify: the purpose this output serves and who reads it, what inputs are required to produce it, the structure and section order, the voice and tone rules that make it sound like me, the standards that separate a good version from a weak one, what should never appear in it, and the format and length.

Then write it as a skill: a short description of when to use it, the inputs it needs, step-by-step instructions for producing the output, the quality standards it must meet, and one example of what good looks like.

Ask me questions about anything you had to guess at before you finalize it.

Here is the work:
[PASTE YOUR WORK HERE]
Here is a skill I've been using, and here's a recent output from it that wasn't quite right.

Tell me which specific instruction in the skill allowed that output, then rewrite only that part. Don't rebuild the whole skill. Show me the before and after of what you changed and explain why it fixes the problem.

THE SKILL:
[PASTE SKILL]

THE OUTPUT THAT MISSED:
[PASTE OUTPUT]

WHAT WAS WRONG WITH IT:
[ONE OR TWO SENTENCES]
2

Your Turn — Build Your First Skill

5 minutes
  1. Find a recap, summary, or report you wrote and were happy with.
  2. Copy Prompt 2A and paste it into Claude.
  3. Paste your work where it says to, and answer whatever it asks.
  4. Save what comes back as a Skill.
You'll know it worked whenYou run it on a different client's material and the output comes back in your voice without reformatting.
03

Recording To Client Deliverable

The chain that kills manual recap work
▾
1
FathomCapture the transcript
2
ChatGPTExtract what happened
3
ClaudeWrite the deliverables
4
SavvySuiteSend and log it

One recording produces four things for three different readers. The mistake is writing each one separately from memory. The move is extracting once, fast, then shaping that extraction for each audience.

Extraction goes to ChatGPT because it's a structuring job — pull the facts out, organize them, no prose required. Writing goes to Claude because that's where your voice and your standards live.

What Stays
Yours
Judgment calls, anything sensitive, and the final read before it sends. AI produces the draft and the structure. You decide what's true and what's appropriate to say.
Here is a transcript from a client session. Extract and organize the following, using only what's actually in the transcript — do not infer or fill gaps:

Decisions made, and who made them.
Insights or realizations the client reached.
Recommendations I gave.
Commitments — who agreed to do what, by when, including mine.
Open questions left unresolved.
Anything flagged as sensitive or confidential.

Bullet points, no prose. Note anything ambiguous rather than guessing at it.

TRANSCRIPT:
[PASTE]
Here is the extraction from a client session, and here is the full transcript for context.

Write a session recap addressed directly to the client.

Open with what we covered in one or two sentences. Move to what they worked through and arrived at, in their language where possible. State their commitments and mine clearly, with dates. Close with what happens before we meet next.

Write to them, not about them. No corporate filler, no motivational language, no summary headers. Reflect their own words back where they said something that mattered. Keep it under 400 words.

EXTRACTION:
[PASTE FROM 3A]

TRANSCRIPT:
[PASTE]
Now write a version for the sponsor who is paying for this engagement, not the participant.

Report themes, patterns, and progress against the engagement's stated goals. Include nothing the participant shared in confidence — no personal disclosures, no specific admissions, nothing that identifies a struggle as belonging to that individual.

If the sponsor should be aware of something I need to raise with them directly rather than in writing, flag it to me separately at the end.

Keep it under 250 words.
Write the follow-up email that sends with this recap. Warm, brief, professional.

Confirm the next session date, name the one thing they're focused on before then, and nothing else. Under 100 words.
Build me a skill for writing client session recaps.

WHO READS IT: [CLIENT / SPONSOR / BOTH]
INPUTS IT NEEDS: [EXTRACTION, TRANSCRIPT, PRIOR RECAPS, ENGAGEMENT GOALS]
STRUCTURE: [YOUR SECTION ORDER]
VOICE RULES: [HOW YOU WRITE — SENTENCE LENGTH, WHAT YOU NEVER SAY]
LENGTH: [WORD COUNT]
NEVER INCLUDE: [CONFIDENTIAL CATEGORIES, JARGON, ANYTHING ELSE]
GOOD LOOKS LIKE: [PASTE YOUR BEST EXAMPLE]

Write it so I can hand it an extraction and a transcript and get a recap that needs no reformatting.
3

Your Turn

3 minutes

Pull a transcript from a recent call. Run Prompt 3A in ChatGPT — just the extraction. Don't write the recap yet. Watch how fast the raw material appears.

You'll know it worked whenEvery commitment made on that call is on the list, including the ones you'd forgotten.
04

Assessments And Apps In AI Studio

The five-station build
▾
1
ChatGPTConcept and build spec
2
ChatGPTMock up the screens
3
ClaudeSpec into 6–12 prompts
4
AI StudioPaste them in sequence
5
ClaudeInspect the build, fix it

AI Studio builds apps from a description, which means an assessment is no longer a development project. But handing it your whole spec at once is how you get something that looks right and behaves wrong. It interprets. It fills gaps its own way. It quietly skips things.

So Claude breaks the spec into small sequential prompts and you feed them one at a time. Each one does a single job. Nothing gets interpreted, because nothing is left to interpretation.

Why it belongs in SavvySuiteResults become contact records, not documents. A score lands on the contact, a tag fires, and follow-up runs on its own.
What Has To Be True Before You Build
Scored vs. Open
Keep them separate. Scale questions produce numbers. Open-ended questions produce insight. Mixed together, neither works.
Categories
Group questions so each produces its own subscore. A single total tells someone they have a problem. Subscores tell them where.
Interpretation Bands
Score ranges tied to what that range actually means. You write these. It's your professional judgment and it's the part with value.
The Hard Line
AI applies your interpretation. It never invents what a score means. That's your IP, and it's what makes the report sellable later.
The bigger playScore forty leaders inside one organization and you no longer have forty individual results. You have a bench diagnostic — a different product, at a different price.
I want to build a scored assessment that works as a front door to my [SERVICE] work.

My audience: [WHO]
What I want it to reveal: [THE PROBLEM YOU DIAGNOSE]
What I want them to do next: [BOOK A CALL / REQUEST A REPORT]

Help me decide:
What it should be called.
The three categories it should measure, and why those three.
Four scale statements per category — specific enough that the answer isn't obvious, plain enough that a senior leader answers honestly.
Where the score bands should break, and what each band means operationally.

Ask me what you need. Keep it tight — I want the structure, not a document.
Take what we just landed on and write it as a build spec for a web-based assessment app.

Cover: the welcome screen, the question screens and how they advance, the scale, the lead capture fields, the scoring math, the result bands, what the results screen shows, and where the data goes on submission.

Then generate a visual mockup image of the welcome screen and the results screen so I have something to build against. Use [YOUR COLORS] and keep it clean and professional.
Here is a build spec for an app I'm building in an AI app builder, and a mockup image of how it should look.

The builder does not handle a full spec well — it interprets, fills gaps its own way, and skips things. So I need you to break this into between 6 and 12 smaller prompts that I will paste in one at a time, in order.

Rules for the prompts you write:
Each one does a single job and builds on what exists.
Prompt one establishes the shell, the look, and the navigation only.
Later prompts add the questions, then the scoring, then the results screen, then the data submission.
Each prompt must be specific enough that there is nothing left to interpret — exact wording, exact values, exact behavior.
Number them and tell me what I should see on screen after each one, so I can catch a problem at step three instead of step eleven.

BUILD SPEC:
[PASTE FROM 4B]

MOCKUP:
[ATTACH IMAGE]
I built this app from the prompts you wrote, and I've downloaded the project files. Here they are.

Check the build against the original spec. Tell me:
What was built correctly.
What is missing.
What was built differently than specified.
Anything that will break — scoring math, field mapping, the submission.

Then write the additional prompts I need to paste back into the builder to fix each problem. Same rules as before: one job per prompt, nothing left to interpretation.

ORIGINAL SPEC:
[PASTE]

PROJECT FILES:
[ATTACH]
I've built an assessment with a category called [CATEGORY NAME] measuring [WHAT IT MEASURES]. I need interpretation language for three score bands: low, middle, and high.

For each band, write two to three sentences that name what's actually happening operationally at that level, name the specific risk or cost it creates, and point toward what changes it — without prescribing the solution, because that's the conversation I want to have with them.

Write to the reader directly. No jargon, no motivational language, no softening. These are senior leaders who will respect being told the truth.

Here are the four statements in this category:
[PASTE THE FOUR STATEMENTS]
Worked Example — A Finished Build Spec

This is what comes out of station two. It's the input for Prompt 4C, not something you paste into the builder directly.

ASSESSMENT: Performance Management Health Check
PURPOSE: Show an HR or executive leader how much of their performance management actually runs on a system versus on individual managers' instincts.
LENGTH: 12 questions, about four minutes.

FLOW
Welcome screen → 12 question screens, one at a time with a progress indicator → lead capture (first name, last name, work email, company, job title) → results screen.

SCALE
1 to 5, where 1 is Strongly Disagree and 5 is Strongly Agree.

CATEGORY 1 — CLARITY OF EXPECTATIONS
1. Every employee can describe what success in their role looks like without checking a document.
2. Performance expectations are set in writing before the period being evaluated, not during it.
3. Managers across our organization define "good performance" in roughly the same way.
4. When someone's role changes, their performance expectations are formally updated.

CATEGORY 2 — FEEDBACK AND COACHING CADENCE
5. Employees receive performance feedback on a predictable schedule, not only when something goes wrong.
6. Managers are trained and confident in delivering difficult feedback.
7. Feedback conversations are documented consistently across managers.
8. Employees would say they know where they stand right now.

CATEGORY 3 — ACCOUNTABILITY AND DOCUMENTATION
9. Performance concerns are documented at the time they occur, not reconstructed later.
10. Two employees with similar performance issues would be handled consistently by different managers.
11. Our documentation would hold up if a termination decision were challenged.
12. Performance decisions — promotions, raises, discipline — can be traced back to documented evidence.

SCORING
Each category out of 20. Total out of 60.

CATEGORY BANDS
4-9 Fragile — running on individual managers' instincts rather than a system. Risk is high and inconsistency is likely already visible.
10-15 Developing — the foundation exists but isn't applied consistently. Results depend on who the manager is.
16-20 Established — functions as a system. Focus shifts from building to maintaining.

OVERALL BANDS
12-27 Significant exposure. 28-43 Functional but inconsistent. 44-60 Strong foundation.

RESULTS SCREEN
Total, the three category scores shown visually, the interpretation for each category, the lowest-scoring category named as the priority area, and a button to book a consultation.

DATA
On submission, POST as JSON to a webhook URL: contact fields, three category scores, total score, overall band name.

DESIGN
Deep teal and white, generous spacing, large readable type, mobile-first.
ASSESSMENT: [NAME]
PURPOSE: [WHAT IT REVEALS TO WHOM]
LENGTH: [N] questions, about [X] minutes.

FLOW
Welcome screen → [N] question screens with a progress indicator → lead capture ([FIELDS]) → results screen.

SCALE
[1 TO 5, OR YOUR SCALE]

CATEGORY 1 — [NAME]
[FOUR STATEMENTS]

CATEGORY 2 — [NAME]
[FOUR STATEMENTS]

CATEGORY 3 — [NAME]
[FOUR STATEMENTS]

SCORING
Each category out of [X]. Total out of [Y].

CATEGORY BANDS
[LOW RANGE] [WHAT IT MEANS OPERATIONALLY]
[MID RANGE] [WHAT IT MEANS OPERATIONALLY]
[HIGH RANGE] [WHAT IT MEANS OPERATIONALLY]

OVERALL BANDS
[RANGES AND MEANINGS]

RESULTS SCREEN
[WHAT THEY SEE, AND THE CALL TO ACTION]

DATA
POST as JSON to a webhook: [FIELDS TO SEND]

DESIGN
[COLORS, TONE, MOBILE BEHAVIOR]
Connecting It Back To SavvySuite
  1. Create custom fields on the contact record for each category score, the total, and the band name.
  2. Create an inbound webhook in a new workflow. Copy the URL it gives you.
  3. Give that URL to Claude for the submission prompt, or paste it into the app yourself.
  4. Submit a test. Map each incoming value to the matching custom field.
  5. Add a tag based on the band, and let that tag trigger the follow-up you want.
4

Your Turn

5 minutes
  1. Run Prompt 4A in ChatGPT for an assessment you'd actually put in front of a prospect.
  2. Don't build anything yet. Just land the name, the three categories, and the twelve statements.
You'll know it worked whenYou could hand the three categories to a colleague and they'd understand what the assessment measures without you explaining.
05

Full Apps With A Database

When you need more than a form
▾
1
ChatGPTConcept and first spec
2
ClaudeComprehensive build spec
3
Base44Wireframe only
4
ClaudeFinish it in the code

Some things are bigger than an assessment. Client portals, tracking tools, anything with user accounts and data that persists. That's a full app with a database behind it, and the build order is different.

The Rule That
Saves The Build
Let the builder produce the wireframe and nothing else. Then finish the app in the code with Claude, built to your spec. Left to run the whole build, an app builder builds its interpretation of your spec — and quietly leaves out the parts it didn't understand.
I want to build [WHAT THE APP DOES] for [WHO USES IT].

Here's what I know:
[THE PROBLEM IT SOLVES, WHO TOUCHES IT, WHAT THEY DO IN IT]

Help me decide:
The screens it needs and what happens on each.
What data has to be stored, and what connects to what.
Who logs in and what each type of user can see or do.
What it must do on day one, versus what can wait.

Then write a first build spec covering all of that. Then generate a mockup image of the two most important screens.
Here's a first-pass build spec for an app, plus mockups of the key screens.

Turn this into a comprehensive build spec I can build from. Cover:
Every screen, including empty states and error states.
The data model — every table, every field, every relationship.
User roles and exactly what each can see and do.
Every action a user can take and what happens after it.
Validation rules and what happens when they fail.
What the app must never allow.

Flag every place my first spec was ambiguous and tell me what you assumed, so I can correct you before anything gets built.

FIRST SPEC:
[PASTE FROM 5A]

MOCKUPS:
[ATTACH]
Using the comprehensive spec, write me a single prompt for an AI app builder that produces the WIREFRAME ONLY.

It should build the screens, the navigation, the layout, and the visual style. It should not build the scoring, the business logic, the integrations, or anything clever. Placeholder data is fine.

Say so explicitly in the prompt — I want a shell I can look at and confirm, not a half-working app I have to untangle.
The wireframe is built and here are the project files.

Finish this app directly in the code, against the comprehensive spec. Work through it in order: data model first, then the logic, then the integrations, then the states and validation.

As you go, tell me what you changed and why. If the wireframe made a structural choice that fights the spec, say so before you build on top of it.

COMPREHENSIVE SPEC:
[PASTE FROM 5B]

PROJECT FILES:
[ATTACH]
5

Your Turn

3 minutes

Take an app idea you've talked about and never built. Run Prompt 5A in ChatGPT and stop at the spec. You'll know within three minutes whether it's a real project or a feature of something you already have.

You'll know it worked whenYou can name every screen and every table without opening a builder.
06

Your Discovery And Sales Call System

Outlined in ChatGPT, built by Claude
▾
1
ChatGPTOutline your actual process
2
ClaudeBuild it into a system
3
ChatGPTPrep brief per prospect
4
ClaudeScope and proposal after

A sales process that lives in your head runs differently every time, which means you can't improve it and you can't hand any part of it to anyone. Written down, it becomes a system — and a system can become a page you actually send people to.

Live
Example
This exact relay produced discovery-call.luxebusinessbackend.com. The sales process was outlined in ChatGPT, and Claude turned that outline into the site. Same two stations, nothing else.
Help me document how I actually run a discovery call, so I can turn it into a system.

Here's what I know about my process:
[HOW CALLS START, WHAT YOU ASK, WHAT YOU LISTEN FOR, HOW YOU DECIDE FIT, HOW YOU CLOSE]

Here's who I'm talking to:
[YOUR BUYER]

Here's what I sell:
[YOUR SERVICES AND ROUGH STRUCTURE]

Interview me until you have the full picture, then give me a clean outline: the phases of the call in order, what each phase is for, the questions that belong in each, what I'm listening for, and the decision points where the call can branch.

Tell me where my process has a gap.
Here's the outline of my discovery call process. Build it into something I can actually use.

I want [A ONE-PAGE SITE I CAN OPEN DURING CALLS / AN INTERNAL PLAYBOOK / A PROSPECT-FACING PAGE THAT PREPARES THEM BEFORE WE TALK].

It should carry the phases in order, the questions inside each, what I'm listening for, and the branch points. Make it something I can follow live without losing my place — not a document I read once.

MY OUTLINE:
[PASTE FROM 6A]

MY VOICE AND BRAND:
[HOW YOU SOUND, YOUR COLORS, ANY EXAMPLES TO MATCH]
Here's what I know about a prospect before our call:
[APPLICATION, INTAKE FORM, LINKEDIN, EMAIL THREAD — WHATEVER YOU HAVE]

Build me a prep brief:

What they said their problem is, and what it's more likely to actually be.
Which of my services this points toward, and which would be wrong for them.
Eight diagnostic questions in the order I should ask them, moving from situation to impact to cost.
What they'll probably push back on, and what's behind each objection.
What I should be listening for that would change my recommendation.
Two things I should not assume.

Be direct about where the information is thin and I'll be guessing.
Here's the transcript from a discovery call.

Produce:

A one-paragraph statement of their situation in their own language — close enough that they'd read it and feel understood.
The engagement I should recommend, and why that one.
Scope: what's included, stated specifically.
Exclusions: what's explicitly not included, so it doesn't get assumed in later.
Deliverables with a realistic timeline.
The three biggest risks to this engagement succeeding.
Proposal language for the situation and approach sections.

If anything in the call suggests they aren't a fit, say so before you write any of it.

TRANSCRIPT:
[PASTE]
Build me a skill for drafting proposals.

MY SERVICES AND WHAT EACH INCLUDES: [LIST]
MY STANDARD INCLUSIONS: [WHAT EVERY ENGAGEMENT CARRIES]
MY STANDARD EXCLUSIONS: [WHAT NEVER GETS ASSUMED IN]
PRICING STRUCTURE: [HOW YOU PRICE, WHAT CHANGES IT]
PROPOSAL SECTIONS IN ORDER: [YOUR STRUCTURE]
VOICE: [HOW YOU WRITE TO PROSPECTS]
NEVER INCLUDE: [DISCOUNTING LANGUAGE, OVERPROMISING, ANYTHING ELSE]

Input is a call transcript. Output is a draft proposal I only have to review, not write.
6

Your Turn

4 minutes

Run Prompt 6C in ChatGPT against a real prospect you're speaking with soon. Use whatever you already have — even just their LinkedIn and one email.

You'll know it worked whenYou walk into the call with questions you didn't have to invent on the spot.
07

Executive Roundtables

Build the mechanics once, run the room forever
▾
1
ChatGPTFoundation and framework
2
ChatGPTWho's in the room, DM outreach
3
ClaudeRegistration and invitation build
4
ClaudeTurn it into a repeatable skill
What This Actually Is

An invite-only executive conversation. Small container, senior people, one provocative question on the table. You facilitate through your own point of view, contribute your expertise, and hear directly what these leaders are dealing with.

What it isn't: a webinar, a public workshop, or a flyer posted to a feed hoping someone registers. Invitations go out by direct message to people you chose, one at a time. That difference is the entire model. Public posting fills a room with whoever's free. Direct outreach fills it with the people you want corporate work from.

Why it's worth the effortOne room gives you authority, relationship equity, market intelligence, and corporate prospects at the same time — without becoming a content hamster on the posting wheel every day.

It is also not a teaching slot with a pitch attached. Teach for forty-five minutes and close, and you've built a small webinar. Bring a real question, facilitate a substantive peer discussion, and the participants experience your expertise without sitting through a sales presentation. The work that follows comes from the relationship, not the close.

The Point
Of Building It
Monthly or every other month, run the same mechanics with a new topic and a new list. The invitation experience, the registration capture, the briefing, and the follow-up get built once. After that you're choosing a question and choosing a room.
I'm building a recurring invite-only executive roundtable. Small container, senior leaders, invited directly rather than publicly.

My work: [WHAT YOU DO AND WHO YOU SERVE]
My point of view: [WHAT YOU BELIEVE THAT OTHERS IN YOUR FIELD DON'T]
Why I'm doing this: [AUTHORITY, RELATIONSHIPS, MARKET INTELLIGENCE, PIPELINE]

Help me build the foundation:
The framing — what this room is, in one sentence someone would repeat to a peer.
Format and length, and how a facilitated peer conversation differs from a presentation.
Room size, and who should not be in it.
The first three topics, each as a provocative question rather than a subject line.
What I contribute versus what the room contributes.
What I want to walk away knowing about these leaders' businesses.

Push back where this sounds like a webinar with a different name.
For a roundtable on [TOPIC], define the ideal participant: title and seniority, company size and type, what they're currently dealing with that makes this urgent, and what would make them decline.

Then five signals I can look for on LinkedIn that suggest a fit, and three that suggest not.

Then write the direct message sequence. This is a private invitation, not marketing:
Message one — connection request, under 200 characters, references something specific about them, no pitch.
Message two — after they connect. The invitation: what the room is, who's in it, why them. Under 150 words.
Message three — one follow-up a week later. Brief, no pressure, easy to decline.

Peer to peer. No exclamation points, no hype, no "pick your brain."
I'm building the mechanics for a recurring executive roundtable so I can run it repeatedly without rebuilding anything.

Here's the foundation and framework:
[PASTE FROM 7A AND 7B]

First, separate what stays the same every time from what changes per roundtable. Be specific — I want to know exactly which fields I'm swapping on run number two.

Then build me [A PRIVATE REGISTRATION PAGE / AN INVITATION EXPERIENCE] that matches the tone of a personal invitation rather than an event signup. It should capture what I need to know before they walk in, and feel like a door, not a funnel.

Include registration questions that do downstream work — what I ask here should make the pre-event briefing and the follow-up possible without me writing anything twice.

MY BRAND:
[COLORS, VOICE, ANY EXAMPLE TO MATCH]
The first roundtable is done. Turn the whole thing into something I can run again without rebuilding it.

Here's everything from round one:
[THE FRAMEWORK, THE PAGE, THE MESSAGES, THE REGISTRATION QUESTIONS, THE TRANSCRIPT]

Produce:
A skill that generates the full set for a new roundtable when I give it a topic, a date, and a participant profile.
A checklist of everything that has to happen, in order, from choosing the topic to sending the follow-up.
A pre-event briefing format built from registration responses — who's in the room, the themes across responses, the two or three tensions where people disagree, and five opening questions ordered so the room warms up before it gets honest.
A post-event set: themes and insights attributed by role not name, the attendee follow-up, a publishable insight recap with no identifying details, and a private note on who's worth a direct conversation.
What's the biggest challenge you're facing in [TOPIC AREA] right now?

What would make this conversation worth your time?

How many people do you have responsibility for?

What have you already tried that didn't work?

Is there anything you'd rather not discuss in a group setting?
7

Your Turn

4 minutes

Run Prompt 7A in ChatGPT for a roundtable you'd actually host. Stop at the three topics. Notice whether they read as questions worth an executive's ninety minutes, or as subjects you could have taught at.

You'll know it worked whenYou'd be comfortable putting the question in a DM to someone two levels above your usual buyer.
08

ClickUp AI

The one that works without being asked
▾

Everything so far needs you to open a window and paste something. ClickUp AI is different — it sits inside the work and acts on a schedule. That makes it the right home for the things you keep meaning to check and don't.

Agentic Work
Tasks that run on a trigger or a schedule instead of on you remembering. Chasing an overdue item, flagging a stalled project, summarizing what moved this week.
Following Projects
It already knows the status, the owner, and the history. Ask what's stuck and it answers from the work itself, not from your memory of it.
Automated Status Reports
The report you'd write Friday afternoon, written on its own and waiting for you to read it.
The Index
Where every skill, spec, and reusable asset gets logged, so you can find what you built before you rebuild it.
Every Friday, review all active client projects and write me a status report.

For each project: what moved this week, what's blocked and who it's waiting on, anything overdue, and anything due in the next seven days.

Then a section at the top: the three things that need me specifically, ordered by what breaks first if I ignore them.

Plain language. No project management jargon. If nothing moved on a project this week, say so plainly instead of padding it.
Look across all my active work and tell me what's quietly going wrong.

Anything with no activity in [X] days.
Anything whose due date has moved more than once.
Anything assigned to someone who hasn't touched it.
Any client with a deliverable due and nothing in progress.

For each one, tell me the single next action that unsticks it and who owns that action.
Your Asset Index

This is the list that stops you rebuilding. One row per reusable asset, kept where you'll actually look.

AssetWhat It ProducesWhere It LivesLast Updated
Session Recap SkillClient recap from a transcriptClaude — SkillsDate
Proposal SkillDraft proposal from a callClaude — SkillsDate
Assessment Build SpecScored assessment appClickUp — DocDate
Roundtable SkillFull event set from a topicClaude — SkillsDate
8

Your Turn

3 minutes

Set up Prompt 8A to run on a schedule. It's the one that pays you back every week without another thought.

You'll know it worked whenYou find out something is stuck from the report instead of from the client.
09

The Reuse Rule

So you stop rebuilding what you built
▾

Here's the pattern that eats the most time and gets noticed the least. You make something good. You don't write down how. Weeks later you need it again, can't find it, and rebuild a slightly worse version from memory.

The ruleIf you expect to need it again, the work isn't finished until the process for recreating it is captured.
Document exactly how we created this, including the inputs, the decision logic, the standards applied, the formatting, the output requirements, and the quality criteria. Turn that process into reusable instructions so I can reproduce this outcome with new client information.

Then tell me what you had to guess at, so I can make those decisions explicit instead of leaving them to chance next time.
Here's a task I'm about to start:
[DESCRIBE IT]

Here's the index of skills and assets I've already built:
[PASTE YOUR INDEX]

Tell me whether something on this list already covers it, partially covers it, or doesn't. If something partially covers it, tell me what to add rather than what to rebuild.
9

Your Turn

4 minutes
  1. Pick something you built earlier in this session, or anything recent that worked.
  2. Run Prompt 9A on it.
  3. Decide where it lives and what it's called.
  4. Add the row to your index.
You'll know it worked whenSomeone asks for that deliverable a month from now and you open a file instead of a blank page.
10

Your Practice Plan

One build a week for four weeks
▾

Nothing on this page matters if it stays on this page. One thing per week, in this order, because each one makes the next easier.

Practice Progress0 of 12
Weeks 1–2
0/6
Weeks 3–4
0/6

Week One · Run The Relay Once

Start here
Target date
Checklist

Week Two · Your Assessment

Builds on week one
Target date
Checklist

Week Three · Sales Or Roundtable

Pick the one that's closer
Target date
Checklist

Week Four · Your Index

Makes the rest permanent
Target date
Checklist
Your Top Three
Priority One
Priority Two
Priority Three
11

Reference

Glossary, platform notes, and what to keep out of AI
▾
The Relay At A Glance
If You're…Start InThen
Thinking it throughChatGPTStay until the framework is decided
Writing something longChatGPT for the outlineClaude to write it
Building a site or appChatGPT for spec and mockupClaude to build to the picture
Building in an app builderChatGPT for the specClaude to break it into sequential prompts
Fixing a finished buildDownload the project filesClaude inspects and writes the fix prompts
Making it repeatableClaudeA skill, logged in your ClickUp index
Watching the workClickUp AIOn a schedule, without being asked
Glossary
Chat
One conversation with AI. Disposable. When you close it, the context is gone.
Project
A container for related chats that share files and context. One per client or per initiative.
Custom Instructions
Standing preferences applied to everything — tone, format, what you never want.
Knowledge File
Reference material uploaded so AI can consult it: frameworks, templates, past work.
Skill
A documented process for producing a specific output to your standard. Your expertise, written down so it runs.
Context
Everything AI can currently see. It doesn't know what you didn't give it in this conversation.
Build Spec
A written description of exactly what an app or page should do, screen by screen. The thing you hand over instead of a vague idea.
Wireframe
The shell — screens, layout, navigation, no working logic. What you have a builder produce before anything real gets built.
Sequential Prompts
One spec split into small numbered instructions fed in one at a time, so nothing is left to the builder's interpretation.
Data Model
What information an app stores, and how the pieces relate. Decide it before anyone builds.
Webhook
A URL that receives data automatically when something happens. How an assessment talks to your CRM.
Custom Field
A slot on a contact record for information specific to your business — a score, a category, a band.
Tag
A label on a contact that can trigger automation. How a score turns into follow-up.
Agentic
AI that acts on a trigger or a schedule instead of waiting for you to ask.
Vibe Coding
Describing an app in plain language and having AI build it.
Where The Buttons Are
ChatGPT — Projects
Left sidebar. Grouped chats with shared files. One per client or initiative.
ChatGPT — Custom GPTs
Explore GPTs, then Create. Best for something you run often with the same instructions.
ChatGPT — Images
Ask for a mockup directly in the chat. Download it and attach it to Claude.
Claude — Projects
Left sidebar. Add knowledge files so the context is there every time.
Claude — Skills
Settings, then Capabilities. Add a skill and it becomes available in your conversations.
SavvySuite — AI Studio
Start a new project and paste your sequential prompts one at a time. Connect it to a workflow with an inbound webhook.
ClickUp — AI
Inside the workspace. Point it at a space or a list, and set it to run on a schedule.
Keeping Client Information Clean

You handle information other people don't. Before anything goes into an AI tool, decide what belongs there.

Strip First
Names of third parties, health information, compensation figures, anything disclosed in confidence, anything about a protected characteristic, active legal matters.
Replace With Roles
"The VP of Operations" instead of a name. The analysis works the same and the transcript stops being identifiable.
Tell Clients Plainly
That sessions are recorded, that AI assists with drafting summaries, and that you review everything before it's shared. Nobody objects to the version they were told about in advance.
Never Automate
Language between two named parties in a dispute, anything involving a complaint about a protected characteristic, and judgment calls about a specific person's future. That's the work they pay you for.
Review Before Send
Nothing reaches a client or a sponsor without you reading it. The draft is AI's. The decision is yours.

My Workbook