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Free guide · Reel 04

The about-me file: brief your AI on your business once

One file that tells Claude what you sell, who buys, what it costs, which tools you use and how you sound, so you never explain your business twice.

ForSmall business owners and freelancersToolClaude, any plan with ProjectsTimeAbout 20 minutes

Who it's for

Anyone who uses Claude a few times a week and keeps re-explaining the same things: who the customers are, what things cost, which tone fits. It works for any business: a shop, a clinic, a studio or a service.

The example from the Reel: a florist in Bristol. She writes one file, drops it into her Claude project, and now a cold email to a wedding planner lands first time, in her voice.

Step by step

  1. Copy the template

    It's below. Save it as a plain text file named about-me.md.

  2. Fill it in, or let Claude interview you

    Fill it in yourself, or paste the interview prompt. Claude asks one question at a time and hands you a finished file.

  3. Add a Never list

    Words you never use, discounts you never offer, promises you never make. This is the part that saves the most edits.

  4. Make a project

    In the sidebar choose Projects, then New project, and name it after your business. Add about-me.md to the project files.

  5. Paste the project instructions

    Every project has an Instructions box. Paste the instructions below into it, so Claude reads the file before every task.

  6. Test it on a real task

    Open a chat inside the project and ask for something you actually need, like: write a cold email to a wedding planner. If something comes out wrong, fix the file, not the chat.

  7. Update it once a month

    Prices, offers and seasons change. Update the Right now section and the date at the top.

Using Claude Code? Save about-me.md in your work folder and add the line @about-me.md to your CLAUDE.md file. From then on it loads in every session.

The about-me template

Copy all three. The template is the file itself, the interview fills it in for you, and the instructions make Claude read it every time.

Template · about-me.md

The about-me file

Replace everything in square brackets. Short bullet points beat long paragraphs.

about-me.md
# About me: [business name]
_Last updated: [date]_

## The business in one line
[What you do, for whom, and where. Example: a wedding and event florist in Bristol, mostly seasonal British flowers.]

## What I sell
- [product or service] | [price or price range] | [what's included]
- [product or service] | [price] | [what's included]

## Who buys
- Main customers: [who they are, e.g. couples planning a wedding 6-12 months ahead]
- Second group: [e.g. wedding planners and venues]
- What they care about: [...]
- What makes them hesitate: [...]

## How people buy from me
[Website form, Instagram messages, phone. Deposit? How far ahead do they book?]

## My tools
[Website platform, email, booking and payments, social accounts.]

## How I sound
- Tone: [three words, e.g. warm, plain, a little playful]
- I write like this: [paste 2-3 lines you actually wrote to a customer]
- Spelling: [UK or US English]
- Sign-off: [...]

## Never
- Words I never use: [...]
- Discounts I never offer: [...]
- Promises I never make: [...]
- Anything else: [...]

## Right now
[This month's priorities, current offer, busy-season dates. Update monthly.]
Prompt · interview

Let Claude interview you

Send this in a new chat and paste the template under it.

The prompt
Interview me to fill in the about-me file for my business. Ask one question at a time, starting with what my business sells. Keep my answers in my own words. If an answer is vague, ask for a real example. When we have covered every section of the template below, give me the finished file as about-me.md.

Template:
[paste the template here]
Project instructions

Make Claude read it every time

Paste this into the project's Instructions box.

Instructions
Before every task, read about-me.md in the project files. Use my prices, customers and tone from it, and follow my Never list. If you need something that isn't in the file, ask me instead of guessing.

3 common mistakes

Writing a novel

One or two pages is plenty. In a long file the important parts get buried. Short bullet points work better than paragraphs.

Vague words

"Friendly and professional" tells Claude nothing. Two real lines you wrote to a customer teach it your voice better than any adjective.

Letting it go stale

An old price in the file turns up in the next quote. When something changes in the business, update the file first.

Next: the four C's of an AI operating system.

Reel 05 shows where this file fits: it's the first C, Context, and the other three build on it.

Read the next guide