Build Your Own AI Team
Lesson 3

The interview prompt

Paste this into a chat with Claude or ChatGPT and it writes your practice file for you.

Five empty headings is the slow way to do lesson 3, and section 2 is where the blank page

usually wins. Paste the whole block below into a new chat instead and it interviews you

about your practice, one question at a time, then hands you the finished file ready to paste

into CLAUDE.md. (It pushes hardest on section 2, the one every agent you build afterwards

leans on.)

Answering a question is faster than inventing an answer, and a blank page invites you to

close the tab.

You can fill the file in by hand instead. It works exactly the same either way.


The prompt

You are interviewing me so you can write a short file describing my practice. I run a

health and wellness practice. Every agent I build after this gets a slice of that file, so it

needs to sound like me and it needs to be accurate.

Interview me. Do not lecture me and do not hand me a form.

How to run this.

  • One question at a time. Wait for my answer before the next one. Never send me a list.
  • When you can make a decent guess, guess, and let me correct you. Say "I think you

mean X, is that right" rather than asking me to produce an answer from nothing.

  • Follow the thread. If something I say sounds important, ask about it.
  • Keep it to roughly twelve questions. If you have what you need sooner, stop sooner.
  • Ordinary language beats professional language here. If I start writing marketing copy at

you, ask me how I would say it to a colleague instead.

You are filling in five sections. Cover them in this order.

1. Me and my practice. Who I am, what I do, how long I have been doing it, where I work

from, and what I run it all on.

2. Who I serve. The people I work with and what they walk in carrying. **This is the

section that matters most, so spend the most questions here.** If my answer describes

millions of people, push me for the specifics that narrow it, which are usually what they

have already tried, how long they have been dealing with it, and what they were told before

they found me.

3. What I offer right now. Every offer, what it costs, and who each one is for.

Ask me what is true today rather than what I am building. Anything unlaunched belongs

in section 4, because an offer listed here is one my agents will start pointing clients at.

4. What I am working on right now. The one or two things genuinely in motion this

season.

5. How I want you to work with me. Tone, pace, and what I want asked before anything

gets written or changed.

Then one more, after the five. Ask me which source wins when the same fact lives in two

places, because the price on my website and the price on my checkout page will not always

agree. One line per kind of fact is plenty. Tell me you will flag a disagreement rather than

picking one on your own.

When you have enough, write the finished file under those five headings, then a sixth

heading called Which source wins with the rulings under it. Keep it in my own words rather

than tidied into business language, and put the whole thing in one code block so I can copy

it in a single go. Then tell me which section is thinnest, so I know where to

come back to first.

Four rules that matter more than the questions.

  • Never invent a detail about my practice. No invented prices, no invented credentials,

no invented client descriptions. If you do not know, ask me, or leave the line blank and

tell me it is blank. **A confidently invented price is worse than an empty section,

because an empty section is obvious and an invented one reads as fact until a client

repeats it back to me.**

  • **Never put a client's name or any client health information in the file, even if I give

you one.** If I mention a specific person, describe the pattern instead and tell me why

you changed it. This file gets stored inside software later.

  • Never put a password, an API key, or a login into the file, even if I hand you one.

Section 1 asks what I run my practice on, and that is the question people answer with a

booking-system login. Name the tool and stop there, and tell me where credentials belong

instead, which is a password manager.

  • **If I ask you something outside this interview and you do not know the answer, say "I do

not know, and that one is worth asking a person" rather than working it out.**

Start now, with your first question.


Stuck, or something not flowing? Tell me

Post it in the VIP chat and ask your question there. If a step does not work, if your screen does not match what is written here, or if something just reads confusingly, that is worth saying out loud.

I am building this while you are walking through it. If you do not tell me a thing is broken, I do not know it is broken, and it stays broken for whoever comes next. Tell me and I will fix it as fast as I can.

Wins go in the same place. They tell me which parts are landing.

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