Learn
Client context for AI, explained
Practical guides for agencies that use AI for client work and want it to stop guessing.
Guide
Context Engineering for Agencies: The Complete Guide
How to give every AI tool accurate, current facts about each client: the four layers of client context, the weekly loop that keeps them true, and how to stop context drift.
Template
Client Brief Template for AI (client.md)
A free Markdown template for one brief per client, with a source and a date on every fact. Works in Claude, ChatGPT and Gemini.
Template
Brand Voice Template for AI (voice.md)
A free Markdown template that describes how a client sounds in a form AI can follow: contrasts, vocabulary, style rules and on-voice vs off-voice examples.
Guide
How to Set Up One AI Workspace per Client (Claude Project, Custom GPT or Gemini Gem)
What goes in the instructions and what goes in the client brief, a copyable instructions template, and a 30-minute setup for each client.
Guide
How to Keep a Client's Claude Project, Custom GPT or Gemini Gem Up to Date
A 15-minute weekly routine to keep each client's AI workspace accurate, which tools update themselves, and a five-question test to catch outdated facts.
Comparison
Keeping client context up to date for AI: the options compared
Claude and ChatGPT Projects, NotebookLM, Notion, Airtable and dedicated tools, compared on who keeps each client's context current.