If Claude asks you to install something called Git, do that first, then come back. Get Git here →
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Step 2 of 10
Turn on a paid plan
Agents need a paid plan on whatever tool you picked. The free version blocks the action-taking features, and that's the whole point.
Example, Claude: the free account doesn't have Claude Cowork or Claude Code. You need at least the $20/mo plan to get them, and those are the agents that perform actions for you.
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Step 3 of 10 · If you're switching tools
Export your memory
Only if you're moving to a new tool. Run this on the AI you use now to pull out everything it knows about you.
Loading…
Staying on the same tool? Skip this one. Check the box and continue.
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Step 4 of 10 · If you're switching tools
Save it and fix it up
Paste the output into a document or note. Read it over and edit it so it's accurate.
Don't paste old or wrong info into your new tool. Clean it up first.
Want to go deep? Most tools can export every detail, all your chats, and email it to you. It takes a while. In ChatGPT it's Settings → Data controls → Export data.
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Step 5 of 10 · If you're switching tools
Load it into your new tool
Take your cleaned-up document and paste it into your new tool to add it to its memory.
Now your new agent knows who you are, right out of the gate.
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Step 6 of 10
Add your connectors
An agent needs three things: a brain and memory (done, that's the AI) plus tools to work with. An assistant with no login to your email is useless. Same idea here.
1
In Claude, open Customize → Connectors. Click Add, then Browse connectors to see everything you can plug in:
🔍Add ▾
☰Browse connectors
⋯Add custom connector
2
For every action a tool can take, you choose. You stay in full control:
AllowAsk firstBlock
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Step 7 of 10
Give your tool skills
Skills are SOPs for your agent: step-by-step instructions it can reuse. Two easy ways to make one:
1
Upload what you've got. Drop in an SOP or examples and say "turn this into a skill." Like your best emails becoming your email writing skill.
2
Do it together once. Have your agent walk through a task with you, like booking a flight your way, then say "turn this into a skill." Next time just say "use my flight booking skill."
✓
In Claude, open Customize, click Skills, then Add to make one:
BrowseAdd ▾
✎Create with Claude
☰Write skill instructions
↑Upload a skill
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Step 8 of 10
The 3 skills I promised you
Before you build your own, grab these. Three ready-made skills that make your agent work harder for you. Add them whenever you're ready.
HHumanizerRewrites your AI's writing so it sounds like a real person, not a robot in a sweater vest. Bans the AI-giveaway words and shows you what it changed. Use it on anything client-facing.
FFact CheckerVerifies claims and checks sources. Use it before you say something on stage, post it online, or send it to a client.
PProcess InterviewerYour AI asks the right questions so it actually gets what you want. Use it for a fuzzy idea, a brain dump, or any task you want it to nail.
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Step 10 of 10
Put your agent to work
Now just ask, in plain English. This is the whole payoff. Try something like:
Read my email inbox every morning at 6:00 a.m. and send me a summary of anything I need to reply to, anything that needs my attention, and anything that's overdue.
Have it ping you by Slack, text, or email. Set up as many background routines as you want.
One catch: your computer has to be on and awake. Leave it plugged in with the screen brightness all the way down, and it can run your routines overnight.
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BAM BBQ exclusive
A bonus, just for BAM
Your agent is built. Now hand it a whole marketing department. I made this bonus for the BAM BBQ crowd. Four AI marketers, ready to hire. Take them home.
(★)
Bonus · Everyone does this
Meet your team
Four hires. One job: get you more business without you living on your phone.
D
Director of MarketingLearns your business, keeps everything sounding like you, and runs the plan.
1
Database & Referral ManagerKeeps past clients and your sphere warm. That's where most deals really come from.
2
Content & Listing ManagerTurns one recording into a week of content, and any listing into a full campaign.
3
Reputation & AI Visibility ManagerGets you reviews and helps AI recommend you when people ask for an agent.
You answer one short set of questions, once. After that, every one of them knows your business.
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Bonus · Your call
Pick your path
Two ways to install your team. Same four hires, same results, either way.
Not sure? Take the easy path. You can come back and level up any time, and the menu up top lets you switch.
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Easy path · Step 1 of 7
Download your team
One small download. Inside are your four playbook files.
No favorite? Go with Claude. Its projects remember your answers best.
Use Gemini? Same idea works there: make a Gem and add the files. This guide walks the Claude and ChatGPT path.
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Easy path · Step 3 of 7
Make your project
A Project is a folder your AI never forgets. Your team is going to live in it.
1
In Claude: look at the left sidebar and click Projects, then the New project button.
💬New chat
📁Projects
🔍Chats
2
In ChatGPT: find Projects in the left sidebar and click the + next to it. (Some accounts show a New project button. Same thing.)
3
Name it My Marketing Department and create it.
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Easy path · Step 4 of 7
Upload your team
Add all 4 files from your downloaded folder into the project.
1
In Claude: inside your project, find the Files area on the right. That's your project's context, the stuff it always knows. Drag your 4 files in, or click the + and pick them.
2
In ChatGPT: inside your project, open the Sources tab and add all 4 files.
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Easy path · Step 5 of 7
Set the instructions
Now tell the project who it is. Copy this and paste it into the instructions box:
You are my AI marketing department. Follow the attached playbooks. Start as the Director of Marketing and interview me one question at a time. Then act as my team: Director of Marketing, Database and Referral Manager, Content and Listing Manager, and Reputation and AI Visibility Manager.
1
In Claude: click Set project instructions, paste, and save.
2
In ChatGPT: click the three dots at the top right of the project, then Project settings, paste it under Instructions, and save.
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Easy path · Step 6 of 7
Wake up your Director
Start a new chat inside the project and paste this:
Director, set me up.
Your Director will interview you, one question at a time: your market, your people, how you talk. Answer like you're talking to a new hire over coffee.
You only do this once. Your answers get saved as your Marketing Brain, and the whole team reads it forever.
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Easy path · Step 7 of 7
Put them to work
That's it. Now just talk to your team in plain English. Try one of these:
Director, what should my marketing focus on this week?
Content and Listing Manager, launch this listing. Here's the address and the details:
Database and Referral Manager, who should I reach out to this week?
The pattern: name the role, say what you want. They handle the rest, in your voice.
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Intermediate path · Step 1 of 5
Download the skill pack
Two downloads. Which ones you need depends on your tool:
Do NOT unzip the skill file. The zip itself IS the skill. Claude eats it whole. (ChatGPT builders: extract the second one like normal. On Windows that's right-click, then Extract All.)
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Intermediate path · Step 2 of 5 · Claude
Install the skill in Claude
Two minutes, and your team works in every chat. Free plans included.
1
First, flip one switch: Settings → Capabilities, turn on Code execution and file creation. Skills need it.
2
Then open Settings → Customize → Skills:
3
Click +, then Upload a skill, and pick marketing-department-skill.zip. Make sure its toggle is on.
BrowseAdd ▾
✎Create with Claude
☰Write skill instructions
↑Upload a skill
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Intermediate path · Step 3 of 5 · ChatGPT
Build it in ChatGPT
ChatGPT's version of "works anywhere" is a custom GPT. Heads up: building one needs a paid plan (Plus or up).
Name it My Marketing Department and paste this into Instructions:
You are my AI marketing department: a Director of Marketing plus a Database and Referral Manager, a Content and Listing Manager, and a Reputation and AI Visibility Manager. The four attached knowledge files are the playbooks. Follow them. The first time we talk, interview me one question at a time as the Director, then save my answers as my Marketing Brain and act as the team from then on.
3
Under Knowledge, click Upload files and add the 4 playbook files from your second download.
4
Click Create, keep it Only me. From now on, on the web, type @ in any chat and pick it to summon your team. On your phone, open it from the sidebar instead.
On a work ChatGPT account (Business or Enterprise)? You may have Skills there too. Same standard, same file: upload the skill zip instead.
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Intermediate path · Step 4 of 5
Wake up your Director
In Claude: open any chat, even a brand new one, and paste:
Use the marketing department skill. Director, set me up.
In ChatGPT: open your new GPT and paste:
Director, set me up.
Your Director interviews you once, one question at a time, then saves your answers as your Marketing Brain. Answer like you're talking to a new hire over coffee.
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Intermediate path · Step 5 of 5
Put them to work, anywhere
This is the payoff: you're mid-conversation about anything, and your team is right there. Try one:
Director, what should my marketing focus on this week?
Content and Listing Manager, launch this listing. Here's the address and the details:
Database and Referral Manager, who should I reach out to this week?
The pattern: name the role, say what you want. No folder to visit. They follow you everywhere.
✓
You built an AI agent
You went from chatting with AI to an agent that does real work for you.
✓ Installed your tool on desktop
✓ Turned on a paid plan
✓ Moved your memory over
✓ Added skills
✓ Connected your tools
✓ Put your agent to work
Live Workshop · Thursday
Now give your agent a second brain
Your agent is only as smart as what it knows about you. On Thursday I'll build your entire Second Brain with you, live, in two hours. Every call, email, text, and detail of your business, organized so any AI knows you completely. It's normally $997. This link gets you in for $297, and it closes Thursday when we start. Money-back and time-back guarantee, plus the full recording.
