The 4 Claude Projects — Working Playbook

I want to build a private tool ("command center") that helps me with something I
already do every day in my [life insurance] sales work — just for me, no one else uses it.

Based on what you know about my work, propose 5 options I could build that would
save me time or sharpen my case prep this week. For each: what it does, the single
biggest job it removes, and how simple a first version would be.
Then ask me which one to build.

We're building: [e.g. a case analyzer that models estate value with vs. without life cover].

Before writing any code, interview me to lock the plan:
- What inputs do I have (assets, ages, tax rates, product options)?
- What outputs do I need to SEE for a client meeting?
- What decisions should it help me make faster?
Keep it to the minimum version that's useful THIS WEEK — no nice-to-haves yet.

When the plan's agreed, build the MVP, then let me start using it and add features
as I hit them.

Build me a simple personal website in Node.js for my work as a [life insurance
strategist specialising in HNW estate protection].

First, interview me to fill the copy: who I help, the outcomes I create, proof/
credibility, and the ONE impression I want a visitor to walk away with.

Then scaffold the site optimised for AI discovery:
- Clear, structured "about", "who I help", and "how I work" sections.
- Machine-readable summary metadata so an AI can describe me accurately.
- A footer "Ask AI about me" block with buttons to the main AI providers, each
  opening a chat pre-loaded with a prompt that returns an accurate summary of me.

Keep it clean and credible. We'll deploy it after.

Set up a personal "internal operating system" for my [life insurance] work in this folder.

Create three folders and a brain file:
- Knowledge/  → things you should always know (my products/carriers, objection
  playbooks, my ideal client, my voice, trusted frameworks).
- Skills/     → my repeatable processes (e.g. ask-the-board).
- Project/    → what I'm actively working on (a live case, a tool).
- CLAUDE.md at the root → explains how to use these folders so I never re-explain.

Interview me briefly to seed the Knowledge folder with the essentials, then create
the structure and the CLAUDE.md.

Create a skill called "improve-system".

When I run /improve-system after we've landed on a good result (e.g. a client email
or case narrative I liked), it should:
- Ask what made this version good vs. earlier drafts.
- Capture that as a durable rule/preference in the right Knowledge file.
- Confirm what it learned, so next time the output starts closer to my standard.

The point: every time I use it, the system gets sharper at sounding like me and
making the calls I'd make. Build it now.

Help me write my Global Instructions (the profile that loads into every Claude
session automatically). Interview me briefly, then draft a tight version covering:

- Who I am and what I do: [life insurance advisor, HNW estate protection, Canada].
- My clients and the outcomes I create for them.
- How I want you to respond by default: format, length, and tone
  (e.g. direct, practical, no fluff, plain English not jargon).
- What you should NEVER do (e.g. give generic advice, invent numbers, assume a
  product without asking).

Keep it under a page — it loads every session, so it must be tight and high-signal.

Create a CLAUDE.md file in this folder — the project brain you read on launch so I
never re-explain my work.

Don't interview me from scratch. First read my exported ChatGPT history (the folder /
conversations.json I'm attaching) plus anything else here, and draft as much as you
can yourself. Then ask me a MAXIMUM of 3 short questions to fill real gaps.

Write it with sections for:
- My products & carriers, and the cases I handle most.
- My ideal client and my typical deal.
- My objection playbook and the language that actually works for me.
- My voice: how my emails and client notes should sound.
- My tools and where things live.

This is the same file my "Internal OS" uses — build it so it can grow as we add
the board and my command center.

I want to chunk my Claude skills into separate focused files instead of one giant
instructions doc, so each stays sharp.

Look at the sales jobs I do repeatedly and propose 3–5 small, single-purpose skills
I should create — for example: discovery-call prep, objection-handling, case
summary, follow-up email. For each, tell me the one job it owns and what it should
never try to also do.

Then create the first one with me and show me how to call it.

Based on everything you know about me and anything I've shared, take a careful look
at my life as it stands right now. Consider my goals, my routines, the
responsibilities I carry daily and monthly, and the things I keep intending to do
but never quite get to. Weigh each one by its difficulty, its importance, and who
it affects. Then generate 10-20 AI tools or agents that would be genuinely high
value for me. Some should quietly take on the repetitive or draining work I already
do, and others should be entirely net new: capabilities I'd never be able to hire a
person for, but that would be epic to have if they existed. Evaluate all 10-20
against a clear rubric of impact, effort to build, and how meaningfully each would
change my week, then rank them and walk me through your reasoning. Once I've shared
the rankings, stop and let me know which are worth pursuing. After I decide, give me
a focused build plan, ask me any questions, and then I will use Fable 5 to build
each step.

Based on everything you know about my work as a [life insurance advisor
specialising in HNW estate protection in Canada], take a careful look at my week as
it actually runs. Consider my goals, the sales and admin I carry daily and monthly,
and the things I keep meaning to systematise but never get to (case prep, follow-up,
objection handling, estate scenario modelling, referral nurture).

Weigh each by difficulty, importance, and impact on my pipeline. Then generate
10-20 AI tools or agents that would be genuinely high value for MY practice — some
that quietly take on repetitive work I already do (e.g. drafting client summaries,
prepping a case, chasing follow-ups), and some entirely net new (capabilities I
couldn't hire for but would be a real edge).

Evaluate all 10-20 against a clear rubric of impact, effort to build, and how much
each would change my week. Rank them and walk me through your reasoning. Then stop
and let me pick. Once I decide, give me a focused build plan and ask me anything you
need — then I'll switch you to Fable 5 to build it.

I've decided to build: [the tool we picked, e.g. an estate-value case
analyzer].

You now have the build plan and my answers above. Build it as a working first
version. Act as the orchestrator: use sub-agents to write and assemble the pieces,
and use smaller/cheaper sub-agents (not yourself) to test it so we don't burn
tokens. When it's ready, tell me how to run it and what you'd want me to check.

Keep it to the minimum that's genuinely useful this week — we'll iterate after I've
used it on a real case.

Act as a senior AI strategist who understands high-value sales work. Using
everything you know about me and my business — my exported ChatGPT history, anything
I attach, and what you can infer about a [life insurance / HNW estate protection]
advisor's week — find my personal "$1,000 prompts".

A $1,000 prompt is one that, if I ran it regularly, would be worth roughly $1,000+
to me: it wins or saves a deal, removes hours of work, sharpens a client
conversation, or unlocks something I couldn't do alone.

Do this:
1. Map where the real money and time sit in my work — prospecting, discovery, case
   prep, objections, closing, follow-up, referrals, admin.
2. Generate 8-12 candidate prompts I could run against MY situation. For each: the
   exact prompt text I'd paste, the job it does, and roughly why it's worth $1,000+.
3. Rank them by value-per-effort and tell me the top 3 to start using this week.
4. For the #1, write the full, ready-to-run version tailored to me — no placeholders
   I have to guess at; ask me at most 2 short questions if you truly need them.

Keep it concrete and specific to insurance sales — no generic "write a blog post"
filler. I want prompts a top advisor would guard.

bash scripts/deploy.sh my-first-site ./example-site

Build me a [simple dashboard / one-page site] for [what it's for], then deploy it
live with the pages builder in the agostino-pages-builder folder. Give me the
public pages.dev link when it's done.