LIVE TRAINING - How to Build a Client Project in Claude and ChatGPT (Live Walkthrough)
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Before we built anything, I wanted to address a conversation that keeps coming up. What should I be using AI for? I don't think that's the right question. Look at your business first. Where do you want to grow, and what's keeping you from getting there? Then decide whether AI is the right tool to close that gap. Sometimes it is. Sometimes it isn't.
Then we got to work. I opened a chat with more than thirty prompts in it, three fictional clients, newsletters, Instagram captions, all of it mixed together. I asked it for a listing presentation for one of those clients. It came back basic. It left out my last name. It recommended a CMA that was never created. That's what happens when your AI pulls from a cluttered desk.
So I built a project for that same client, live, in both Claude and ChatGPT. Same request, same client. The difference wasn't close.
In this episode:
- Why I name projects after the client, not the address, so a sale and a purchase can live in one place
- What goes into a client project: simple instructions, my Voice Foundation files, my branding and logos, the public record sheet, and the market analysis I ran myself
- Why you still run the comps. You're the one explaining them to your client
- What happened when Claude didn't have a file it needed: it stopped and asked instead of making something up
- The difference between AI's built-in memory and an operating file you wrote on purpose
- How client information bleeds across a long chat, and how projects keep it contained
Next week: real solutions I've built for real estate agents, starting with what they needed in their business.
Get the Voice Foundation plugin here:
https://www.agentslearnai.com/voice-foundation/
Learn more about consulting and Creative Authority here:
agentslearnai.com