Your task for this module is to draft your personal context document using the template in the companion PDF. Work through each of the five categories: professional identity, client profile, tone of voice, most common tasks, and output preferences.
When you have a first draft, paste it into your chosen tool and run the test: ask AI to write a short introduction paragraph about your agency using only that document. Evaluate whether the output sounds like you. If it does not, identify what was missing and add it.
Then save it in your platform settings.
Do not aim for perfect. Aim for complete. A context document that exists and needs refining is infinitely more useful than a perfect one that is still in your head.
In Module 4 we get into the mechanics of prompting: what makes a strong prompt, the five components that consistently produce better output, and the follow-up prompt as the habit that separates advisors who get real value from AI from those who get intermittent results.
With your context document in place, you are going into that module with a foundation that will make every prompt you write more effective from the first draft. The setup work is almost done. From Module 4 onwards, we are building on it.
I will see you there.
