NO-CALL CLIENT ENGINE

Paste one prompt. Your assistant qualifies your next lead in minutes.

One lead from your DMs, scored clear fit or not yet. No call.

GET MY FREE KIT SEE THE SYSTEMS

No name, no email. The kit downloads directly.

START HEREFREE KIT · OPENS HERE

Take the kit. No name, no email.

The kit opens with a two-minute quick run: paste one prompt, watch one lead land in a band, nothing installed. Then it builds out the capture, content, and qualification paths. Each outward send stays under human approval.

GET MY FREE KIT

The download starts on the button. There is nothing to fill in first.

THE PATHWHERE YOU ARE

Where to start, and what's here.

A cold start, the free build, the systems around it, and the whole engine as a package you install yourself.

  1. StartNew here? Get the free kit
  2. The buildThe instant reply + the formfree, built below
  3. The systemsThe complementary systems
  4. The engineThe Client Engine Standard
SYSTEM INDEX0 OF 11 DONE

The depth behind it.

The kit builds the lead loop. These are the systems around it, each one paste-able right here, no detour to another Atlas page. Mark one done when you have the useful first version.

Capture comments and DMs as leads Every comment or DM that raises a hand is saved as one lead card in your list, so you can see every hand-raise in one place. A human approves every reply before it sends, so nothing goes out unseen and each person is messaged once.
1
lead per person, even on repeats
0
replies sent without your yes
2 min
to approve a reply
PATH one channel to start
  1. 01 A new comment or DM is captured as one lead card, not three scattered notes
  2. 02 Each reply waits for your approval before it goes out
  3. 03 The reply sends once, and the send is logged
  4. 04 Open any lead to see what came in and what went out
BUILD IT

YOU NEEDthe channel where your comments and DMs land (Instagram comments to DM, by hand to start; ManyChat or equivalent when you want keyword-to-DM) · a form your leads answer (Tally, or Google Forms as the free fallback) · one list or sheet your leads go into (Google Sheets or Airtable) · an assistant that can run a prompt (Claude or ChatGPT) · two minutes to approve each reply

STEP 01 · QUICK RUN

Score one test lead into a band, before you build anything else

Start here, before you build anything else. You do not need the form or the capture loop yet. Paste this, fill the weights and the band lines with your best first guess, and hand it one made-up lead. In a minute or two you will watch it land in a band. When you wire the full loop below, point this same prompt at your real form answers.

PROMPTPaste this into your assistant

Score each lead's form answers and sort them for me.

Point rule (edit these; they are my starting guess):
- Budget range at or above [YOU FILL]: +3.  Below: +0.
- Start date within [YOU FILL]: +2.  Later: +0.
- "Where are you now" shows real need and readiness: +3.  Just curious: +0.
- Already tried a real solution: +1.

Add the points, then place the total into a band:
- [YOU FILL] and up          -> "clear fit"
- [YOU FILL] to [YOU FILL]    -> "worth a look"
- below [YOU FILL]            -> "not yet"

Return a table: name, total, band, and the one line that most decided it.
Do not message anyone. This sorts my queue; I decide who gets access.

YOU SUPPLY THISthe point weights per answer and where the band lines fall. This is your bar for a good-fit client.

STEP 02 · THE QUESTIONS

Ask the five questions that make the wrong fit screen themselves out

Put these in front of your offer, before any get-access button. Phrase them so honesty is the easy path: ranges instead of exact numbers, and where are you now instead of are you ready. On small volume, good questions beat any tool. In Tally: new form, one short-answer or multiple-choice field per question below, then publish and copy the link. Google Forms works the same way and is free.

SNIPPETPaste these into your form tool

1. What are you trying to fix right now?
2. What have you already tried?
3. Roughly what can you put toward fixing it?   (offer ranges, not a box)
4. When do you want to start?
5. Where are you now with this?                  (not "are you ready?")

YOU SUPPLY THISyour real qualifying bar (who the offer is and is not for), and answer options that fit your business.

STEP 03 · THE LEAD RECORD

Give every lead one row with a stable key

Your list needs one row per person, and a key that stays the same when the same person comments again. That key is what stops one person from becoming three rows. Set up these columns in your sheet, or hand them to your assistant.

SCHEMAThe columns your lead list needs

lead_key      one stable id per person (channel + their handle id), never a display name
source        where it came from (comment / DM), and the post or thread
first_message what they actually said
first_seen    date and time it first arrived
last_seen     date and time of their most recent message
times_seen    starts at 1, goes up by 1 on each repeat, never a new row
reply_status  new / drafted / approved / sent / needs-you
reply_sent    the exact reply that went out, and when

STEP 04 · CAPTURE, NO DUPLICATES

Turn each new message into one lead, or update the one that exists

Hand your assistant this prompt. It looks the person up by their stable key first. A new person becomes a new row; someone who already commented updates their existing row and bumps times_seen. It never opens a second row for the same person.

PROMPTPaste this into your assistant

You maintain my leads list for one channel. When I give you a new comment
or DM, do exactly this:

1. Build lead_key from the channel and the sender's stable id (never their
   display name, which can change or repeat).
2. Look for that lead_key in the list.
   - Not found: add ONE new row. times_seen = 1, first_seen and last_seen =
     now, reply_status = "new".
   - Found: update last_seen, add 1 to times_seen. Do NOT add a new row.
3. Treat it as a lead only if it matches my rule: [YOU FILL: e.g. asks a
   question, or contains the keyword "GUIDE"]. Otherwise set reply_status
   "needs-you" and stop.
4. Never invent a sender id. If the stable id is missing, set "needs-you"
   and tell me why, rather than guessing.

Show me the row you added or changed. Do not draft a reply yet.

YOU SUPPLY THISthe exact wording of your one qualifying rule (which comments count: a question, or a keyword like GUIDE).

STEP 05 · DRAFT, HOLD FOR YOUR YES

Draft one reply per lead, and let nothing send until you approve it

The assistant drafts the reply and sets it to wait for you. Nothing goes out on its own. You read the draft, edit if you want, and change reply_status to approved when it is ready. This is the gate that keeps every send under your control.

PROMPTPaste this into your assistant

For each lead with reply_status "new", draft one reply that answers the one
thing they asked and points them to [YOU FILL: your form / your link].

Rules:
- Write it in my voice: [YOU FILL, or point at a voice note].
- Set reply_status to "drafted". Do not send anything.
- One reply per person. If they are already "sent", do nothing.
- Put the draft in reply_sent, marked DRAFT, so I can read it.

Then stop and show me every draft. I will change "drafted" to "approved"
on the ones I want sent. Send only after I have done that.

YOU SUPPLY THISthe approved reply wording (or your voice notes), and the final yes on every message before it sends.

STEP 06 · SEND ONCE, LOG IT

Send each approved reply exactly once, and stop if you are ever unsure it sent

When you approve a reply, it sends one time and the row records that it went out. If the tool times out or it is unclear whether the message left, the assistant stops and flags it instead of sending again. That is what prevents someone getting messaged twice.

PROMPTPaste this into your assistant

For each lead with reply_status "approved":
1. Send the reply once.
2. On confirmed success: set reply_status "sent", write the reply and the
   time into reply_sent.
3. If it fails clearly before anything left: keep status "approved" so I
   can retry.
4. If you cannot tell whether it sent (a timeout, no clear confirmation):
   set reply_status "needs-you" and tell me. Do NOT send again on your own.
   A missing confirmation is not proof it failed.

Never send to a person whose status is already "sent".

STEP 07 · THE PROOF

Prove the score sorts a strong lead from a weak one before you trust it

Feed it two made-up leads: one who answers every question the strongest way, one the weakest. They must land in different bands. If they do not, your weights or your band lines are not separating fit from non-fit yet. Adjust and run it again.

CHECKRun this once before you rely on the bands

Test the scoring with two invented leads:
- Lead A answers every question the strongest, best-fit way.
- Lead B answers every question the weakest, worst-fit way.

Score both. Lead A must land in a higher band than Lead B.
If they land in the same band, the weights or the band lines are not
sorting fit yet. Move them and run this again until A and B separate.

STEP 08 · TEST ON YOURSELF FIRST

Prove it with one test comment before a real person ever hits it

Run one dry pass end to end using a comment you post yourself. Post the same test comment twice on purpose: the second one must update the same lead, not make a new one. Confirm the loop is right before you connect it to real traffic.

CHECKRun this before connecting real traffic

1. Post yourself one test comment that matches my lead rule.
2. Confirm: it created exactly ONE lead row, status "new".
3. Post the SAME test comment again.
   Confirm: times_seen is now 2, and there is still only ONE row.
4. Approve the drafted reply. Confirm it sent once and reply_sent is filled.

If any of the four is wrong, fix it before a real person arrives. A clean
run is not proof your live channel is connected; connecting the account is
your step, done in the channel itself.

Saved on this device.

Close deals without a sales call You don't need a sales call to close. A short recorded demo plus a clear written offer lets a qualified buyer see the result, the price, and the next step on their own time.
2 hrs
to set up, start to finish
0
calls or calendars
1
page that carries the decision
BUILD IT

YOU NEEDa screen recording tool · one page or doc for the written offer · an assistant to draft from your notes

STEP 01 · THE DEMO

Record a short demo that shows the real result without overselling it

You do not need to be on camera live. Record a few minutes that show the thing working on a real or realistic example. Hand your assistant your rough notes and have it write the tight script, so you can just read and record.

PROMPTPaste this into your assistant

Write me a 3-4 minute demo script for a qualified buyer who already knows
the basics. Structure:
1. The one outcome this delivers, in a sentence.
2. Show it working on this example: [YOU FILL].
3. The one objection this buyer will have, answered plainly.
4. What happens right after they say yes.

Rules: every claim must match proof I can show. No hype words. No promise of
a result I have not actually produced. Write it so I can read it aloud in
one take.

YOU SUPPLY THISthe actual result you are showing, and the honest proof behind each claim. Show nothing you cannot back.

STEP 02 · THE OFFER PAGE

Put the decision in writing on one page beside the demo

The page carries what the call used to: scope, price, proof, and the next step. Keep qualifying and closing separate, so a good demo never pushes a poor fit through. Fill this skeleton and place it next to the demo.

SNIPPETFill this in on your offer page

WHAT YOU GET
- [the deliverable, in plain words]
- [what is included, and what is not]

WHAT IT COSTS
- [price, and terms if any]

WHY IT IS REAL (proof)
- [the demo above]
- [one honest piece of evidence you can stand behind]

NEXT STEP
- [exactly what to click or do to start]
- Questions first? [your no-call way to ask one thing]

YOU SUPPLY THISyour real scope, price, proof, and next step, plus a plain way for a buyer to ask one question before deciding.

Saved on this device.

Grade your sales chats, find the leak You can't see your misses from inside the chat. Read one finished, redacted conversation after the fact, mark where the buyer changed, and pick one thing to test next time.
30 min
to see where your first chat turned
1
thing to test next time
0
raw transcripts shared
BUILD IT

YOU NEEDone finished conversation you can export · a plain document · an assistant to read it back to you

STEP 01 · STRIP IT FIRST

Redact the transcript so no private detail ever leaves your hands

Before you paste a conversation anywhere, remove everything that identifies a person or a deal. Run this checklist yourself. If removing it all leaves too little to review, do not share it. Read it locally by hand instead.

SNIPPETRedact these before sharing the chat

Remove from the transcript:
- names, handles, usernames
- email addresses, phone numbers
- links and payment details
- company names and any client-identifying detail
- anything not needed to see how the conversation moved

Keep: the message order, who spoke, and what was said in general terms.
If too little is left to judge, do not share it. Review it by hand.

YOU SUPPLY THISconsent when the conversation belongs to a client or teammate, and the call on whether enough context survives redaction to review safely.

STEP 02 · MARK THE TURN

Find the one moment the buyer changed, and one thing to try next time

The point is not a grade. It is to spot where the buyer got clearer, less sure, or drifted off, because from inside the chat you could not see it. Hand the redacted chat to your assistant with this prompt, then decide the one change worth testing.

PROMPTPaste this with the redacted chat

Here is a finished, redacted sales conversation. Read the whole thing as an
outsider, not as the seller.

Tell me:
1. The exact moment the buyer's tone or interest changed (clearer, less
   sure, or disengaged), and quote the line right before it.
2. What the seller did in the message just before that turn.
3. One specific thing to try differently next time, as a change I can test.

Do not score it out of ten. Give me one repeatable moment to test, not a
grade.

Saved on this device.

See what is working in your market Your feed is not a record. Keep a hand-built swipe file: the link, a screenshot, the date, and one line on what you noticed.
5
records that hold the evidence
4
ways to grade a claim
1
dated brief you can act on
PATH one question, fixed first
  1. 01 One question and one decision, fixed before you search
  2. 02 Sources and claims kept in separate rows, each traceable
  3. 03 Every claim graded, and contradictions kept open
  4. 04 A dated brief, with a review date on each claim
BUILD IT

YOU NEEDa spreadsheet or plain document · public sources you are allowed to read · an assistant to split claims and track freshness

STEP 01 · FIX THE QUESTION

Write the one question and the frame before you open a single source

Deciding the question after you have seen the sources is how you talk yourself into what you already believed. Fill this first. It fixes what you are asking, what counts as a source, and when you stop.

SNIPPETFill this in first, before searching

Decision this must inform:
Question:  For [market], what evidence shows [behavior] in [channel]
           during [date window], so I can decide [decision]?
Include a source if:
Exclude a source if:
Source families, and how many of each:
Stop when:  [date] or [all slots filled]
A claim counts as "supported" only if:

YOU SUPPLY THISthe actual decision this research feeds, and the sources you are permitted to inspect.

STEP 02 · GRADE EACH CLAIM

Split what you find into atomic claims, each with a state

One row per claim. If a sentence carries two facts, it becomes two rows. Then grade each claim by what the evidence actually supports. Hand your assistant this rule so it does not smooth a weak claim into a strong one.

PROMPTPaste this into your assistant

For each source I give you:
1. Split what it says into atomic claims. One fact per claim. If a sentence
   has two facts, make two claims.
2. Record for each claim: the exact wording, the source id, and the
   evidence type (a page I can see / a stated measurement / a self-report /
   someone's interpretation).
3. Give each claim ONE state:
   - Supported: meets my threshold above.
   - Contested: credible evidence disagrees.
   - Unconfirmed: indirect, incomplete, or below threshold.
   - Stale: past its review date.
4. An outcome claim ("this increases sales") needs matching outcome
   evidence. Repeated wording only supports a claim about wording.

Never average two conflicting numbers to make the disagreement disappear.
Keep contradictions as their own rows until the evidence settles them.

STEP 03 · THE DATED BRIEF

Turn the graded claims into one brief a decision can use

Build the brief only from current claims, with source ids beside every material line. Give each claim a review date so it expires on purpose instead of quietly going stale. Reserve the word working for an outcome claim backed by matching evidence.

SNIPPETThe shape of the dated brief

Question and decision:
Frame and stop rule:
Sources collected, and slots left open:
Supported observations (with source ids):
Contested claims (with the disagreement):
Unconfirmed claims:
Known gaps, and what I excluded:
What the evidence justifies doing next (and what would reverse it):
Checked on:
Review on:   [30 days for live offers and prices, 90 for messaging,
              180 for stable methods; sooner if a source has no date]

Saved on this device.

A prebuilt client-onboarding workflow A client who pays and then hears nothing starts to doubt. A one-page outline shows them the first day in writing, without publishing the full delivery kit.
1 day
from yes to a plan in hand
1
page the client can hold
0
kickoff calls
BUILD IT

YOU NEEDa plain document · a shared folder for the work · an assistant to draft the outline from your steps

STEP 01 · THE ONE-PAGE OUTLINE

Send one page within a day of the yes, so the client has something to hold

The gap between the signature and the first real work is where doubt creeps in. A short outline closes it. Hand your assistant your rough delivery steps and have it write the client-facing page. Four things go on it, no more.

PROMPTPaste this into your assistant

Write a one-page onboarding outline for a client who just said yes. Keep it
to four short sections, in plain client-facing language:

1. What happens first (the first step, and who does it).
2. What you may need from them (information or materials only).
3. Where our shared work will live: [YOU FILL: the folder or link].
4. When you will see the first deliverable: [YOU FILL: the date].

Warm, brief, no jargon. Do not include my internal delivery steps. Do not
ask for any password or login (see the next step).

YOU SUPPLY THISyour real first-day steps and the date the first deliverable lands. Keep the detailed delivery kit private; the client sees the outline, not the kit.

STEP 02 · THE CREDENTIAL RAIL

Never collect a password or key in intake

Intake can note that access is pending, but it must never gather credentials. If a task needs access, name it, pause the task, and let the client grant it inside the service that owns it. Put this rail in your intake form and your assistant instructions.

SNIPPETThe intake rail: paste into your form and prompt

Intake NEVER asks for:
- passwords or recovery codes
- session tokens or private keys
- payment card details

When a task needs access:
- name the access required
- mark it "pending" in intake
- pause that task until the client grants it inside the service that owns
  it (their login, their grant), then continue

YOU SUPPLY THISthe specific access each task needs, requested through the proper service and granted by the client.

Saved on this device.

Build the whole system, in order The one you set up first. Everything else in the Atlas is a part. This is the whole, and the order you build it in. It lays down the seven systems a one-person business runs on, so you stop wiring tools at random and start assembling a thing that holds together. It's modular: each section stands alone, so you skip what you've already got and build only the part that's actually your bottleneck.
7
systems, built in order
0
sales calls, ever
1
bottleneck to build first
PATH find your leak first
  1. 01 Getting found
  2. 02 Capturing interest
  3. 03 Qualifying
  4. 04 Closing without a call
  5. 05 Delivering the work
  6. 06 Keeping clients
  7. 07 The knowledge layer underneath
BUILD IT

YOU NEEDan honest look at where your business leaks · the Atlas index on this page · an assistant to run the diagnostic

STEP 01 · FIND THE LEAK

Find the one system that is actually your bottleneck, first

Building the wrong part first is the single most common way a solo founder burns a month. Before you build, run this diagnostic. It walks the seven systems and marks the one leaking hardest right now. Build that one first, then follow the thread outward.

PROMPTPaste this into your assistant

Act as a plain diagnostic for a one-person business. Walk me through the
seven systems in order and, for each, ask me one or two blunt questions to
find where I am leaking:

1. Getting found        - do enough of the right people see me at all?
2. Capturing interest   - when someone shows interest, is it caught or lost?
3. Qualifying           - do I waste time on people who were never a fit?
4. Closing (no call)    - do interested, qualified people actually buy?
5. Delivering           - does the work get done and handed over cleanly?
6. Keeping clients      - do clients stay, refer, or buy again?
7. Knowledge layer      - can this run without me holding it in my head?

After my answers, name the ONE system leaking hardest right now, say why,
and give me the smallest first thing to build there. Do not tell me to
build all seven at once.

YOU SUPPLY THIShonest answers about your own numbers and where people actually drop off. The diagnostic is only as good as the truth you give it.

STEP 02 · BUILD IN ORDER

Build in the order that compounds, not the order that felt urgent

Each system makes the next cheaper to build, but only in order: capture before you chase traffic, deliver before you scale the close. Out of order, each part papers over the gap the skipped one left. Use this as your build order, starting from the leak you just found.

SNIPPETYour build order, start at your leak

Build order (each makes the next cheaper):
1. Getting found          -> once capture is solid
2. Capturing interest     -> before you chase more traffic
3. Qualifying             -> before you spend time closing
4. Closing without a call -> before you scale volume
5. Delivering the work    -> before you scale the close
6. Keeping clients        -> compounds everything above
7. Knowledge layer        -> lets the six run without you

Rule: start at the leak, build that one part to a useful first version,
then move to the next system it hands off to. One at a time.

Saved on this device.

Build structure that outlives your tools Tools change faster than the work they hold. Keep the durable layer in plain files, organized by purpose, with a short map anyone can read without a particular app.
files
the durable base
1
short map anyone can read
0
apps you get locked into
BUILD IT

YOU NEEDplain folders · a plain-text or markdown file for the map · an assistant to draft the first structure

STEP 01 · STRUCTURE BEFORE TOOL

Organize by what each area is for, in plain files, before you pick an app

Decide where the work lives before choosing the tool that opens it. Plain files organized by purpose survive a tool change because they read without special software. Hand your assistant what your business actually does and have it propose a top-level structure by purpose.

PROMPTPaste this into your assistant

Propose a plain top-level folder structure for my business, organized by
what each area is FOR, not by which app I use.

My business does, in plain terms: [YOU FILL].

Rules:
- Group by purpose (clients, offers, delivery, admin, knowledge...),
  adapted to what I actually do.
- Plain folders and files only, nothing tied to one app.
- Keep it shallow enough to scan. No folder just because it looks tidy.
- For each top-level folder, one line on what belongs in it.

YOU SUPPLY THISwhat your business actually does day to day. The structure should mirror your work, not a template.

STEP 02 · KEEP THE MAP HONEST

Keep a short map, and update it in the same review you change the structure

A map that describes last month's folders is worse than none, because it looks authoritative while pointing to the wrong place. Keep one short map file at the top, and a standing rule to update it whenever the structure moves.

SNIPPETThe map file, at the top of your structure

# What lives where   (updated: [date])

- [folder]  - [what belongs here]
- [folder]  - [what belongs here]
- [folder]  - [what belongs here]

Rule: when the structure changes, update this map in the same sitting.
A map that points to the wrong place is worse than no map.

Saved on this device.

Give your agent a knowledge base it can retrieve from A knowledge base is only as good as its retrieval. Keep plain markdown, add a short index, and search exact text before reaching for anything deeper.
1
topic per file
1
index of what exists
0
special databases
BUILD IT

YOU NEEDplain markdown files · built-in file search · an assistant that will cite before it answers

STEP 01 · FILES AND AN INDEX

Keep plain files with a short index that says what exists and where

A knowledge base is not useful because it stores documents; it is useful when the right passage can be found and its source shown. Give each file one clear topic, and keep a short index at the top of the corpus. Start with files you can open yourself.

SNIPPETThe index file, at the top of your knowledge base

# Knowledge base index   (updated: [date])

- offer.md      - what we sell, terms, what is in and out
- audience.md   - who it is for, who it is not for
- voice.md      - how we sound
- pricing.md    - current prices and rules
- faq.md        - answers to the questions we get most

One clear topic per file. When you add a file, add its line here.

STEP 02 · CITE, DO NOT GUESS

Answer only from a passage you can cite

Exact search finds the words you type, not every related idea, so no result means no match found, not proof the knowledge is absent. Require the assistant to open the matching file and quote the line before answering, and to say plainly when it found nothing.

PROMPTPaste this into your assistant

When I ask you something, answer only from my knowledge base files:
1. Search the files for the exact words in my question, and close variants.
2. Open the matching file. Quote the exact line that answers me, and name
   the file it came from.
3. Answer from that quoted line, not from memory.
4. If no file matches, say "no match found in the knowledge base" and stop.
   Do not fill the gap with a guess.

Saved on this device.

Give your agent reliable memory A new session forgets the last one. One plain plan file carries the goal, the decisions made, and a checklist the next session can resume.
1
plan file per task
2
rules: read first, update last
0
special stores needed
BUILD IT

YOU NEEDone plain markdown file · an assistant that will read it before acting

STEP 01 · THE PLAN FILE

Keep one plain file that carries the goal, the decisions, and what is left

A new work session does not carry the last one's decisions and unfinished steps. One plan file that lives outside the session does. Keep each note short enough to verify at a glance, and mark a settled decision apart from an open question. Start from this shape.

SNIPPETYour plan file

# [Task name]   (updated: [date])

GOAL: [what done looks like, in one or two lines]

DECIDED (settled, do not reopen):
- [decision] - [date]
- [decision] - [date]

OPEN QUESTIONS:
- [the thing still undecided]

DONE:
- [x] [finished step]

NEXT:
- [ ] [the next step to pick up]

STEP 02 · READ FIRST, UPDATE LAST

Read the file before acting, update it before stopping

The file only remembers what gets written into it. Give your assistant the standing rule so the record stays current: read the plan before doing anything, and update it before the session ends. Date material decisions so an old one is never mistaken for current.

PROMPTPaste this into your assistant

Standing rule for every session on this task:
1. BEFORE doing anything: read [plan file] in full. Follow the DECIDED
   list. Do not reopen settled decisions.
2. While working: if we settle something, add it to DECIDED with today's
   date. If something is still open, put it under OPEN QUESTIONS.
3. BEFORE you stop: update DONE and NEXT so the next session can resume
   without me re-explaining.

Keep every note short enough for me to check at a glance.

Saved on this device.

One advisor, one real canon Give the advisor one named, defensible source for one decision domain. Require every verdict to cite the exact principle it used and to stop when the question falls outside that source.
1
named source it must cite
5
parts in every answer
1
clear out-of-scope when it does not know
BUILD IT

YOU NEEDone named source you would defend · an assistant that can read it and follow a format

STEP 01 · PLACE THE SOURCE

Give it one real, named source, not a persona

The useful part is the source, not a costume or an expert-sounding instruction. Pick one real, named body of work you would defend, and place it where the advisor can read it (a file, a link, pasted text). Everything it says has to trace back to that source.

YOU SUPPLY THISwhich source, and keeping it current. You choose it, you refresh it, and you still make the decision.

STEP 02 · THE CITED ANSWER

Make every verdict cite the rule it used, and stop when the source does not cover it

This is the prompt that turns a source into an advisor. It forces a citation on every verdict, and an honest out-of-scope when the question falls outside the source, instead of filling the gap from memory. Paste it, and swap in your source and decision.

PROMPTPaste this into your assistant

Read [NAMED SOURCE] before answering.

Decision: [THE DECISION]
Context: [THE FACTS THAT MATTER]

Return exactly:
1. VERDICT: sound, conditional, or not yet.
2. CITED RULE: the source section and the principle used.
3. REASONING: how that rule applies to these facts.
4. MISSING: what the source does not cover, or what evidence is absent.
5. HUMAN CALL: the decision I still need to make.

Do not imitate a persona. Do not fill gaps from memory. If the source does
not cover the question, say OUT OF SCOPE and stop.

YOU SUPPLY THISthe real decision facts, and the final call. The advisor cites and reasons; you decide and commit.

STEP 03 · LEVEL 1 · CITE THE LINE

Change what counts as an answer: a line you can trace, not a fluent sentence

Most questions are settled cleanly here, in about five minutes. Do not ask what the answer is. Ask for the source, the exact line that answers you, and a link. Then read the line yourself and open the link. This catches the failure that hurts most: the fact that was never real.

PROMPTPaste this into your assistant

Answer this question, but not from memory: [YOUR QUESTION]

Give me:
1. The source (name it).
2. The exact line from that source that answers the question, quoted.
3. A link I can open.

Then answer in one line, drawn only from that quoted line. If you cannot
find a source that actually says it, say so instead of answering. I will
read the line and open the link myself.

STEP 04 · LEVEL 2 · CROSS-CHECK

Make the claim survive more than one source that do not share a parent

Climb here when one source is not enough to stake a decision on. Ask for two or three genuinely independent sources, and have the answer say where they agree and, more usefully, where they do not. Three links to one press release is one source wearing three hats.

PROMPTPaste this into your assistant

For this question: [YOUR QUESTION]

Find two or three INDEPENDENT sources (not the same press release, dataset,
or author republished). For each, quote the line and give the link.

Then tell me plainly:
- where the sources agree
- where they disagree (this matters more)
- any claim that only one source supports

Flag anything contested or thinly sourced, rather than averaging it into a
confident answer.

STEP 05 · LEVEL 3 · ATTACK THE DRAFT

For the expensive questions, attack each claim before you trust it

Reach for this when being wrong is genuinely costly: a number that sets a budget, a claim you are about to publish. Break the question into parts, gather widely, then run a pass whose only job is to refute each load-bearing claim and demand the citation that backs it.

PROMPTPaste this into your assistant

Research this properly: [YOUR QUESTION]

1. Break it into the sub-questions it actually depends on.
2. Search each one and gather a wide pool of sources.
3. Draft an answer where every load-bearing claim has a source.
4. Now attack your own draft: for EACH load-bearing claim, run a pass whose
   only job is to find the source that contradicts it and demand the
   citation that backs it.
5. Claims that survive the attack: keep, with their citation.
   Claims that do not: mark "unconfirmed". Do not smooth them over.

Return a report I could hand to someone who will check my work, not a
paragraph.

YOU SUPPLY THISthe judgment call on which questions are worth this. The verification pass is the whole point; skip it to save tokens and you have bought a longer, more confident guess.

Saved on this device.

Catch what is quietly costing you, nightly Urgent problems announce themselves. Quiet ones don't. Reserve one short nightly review for work that stalled, repeated, or went silent today.
1
short recurring review
3
tests before you act
0
changes made automatically
BUILD IT

YOU NEEDa recurring reminder · a plain note · an assistant to run the nightly pass

STEP 01 · THE NIGHTLY PASS

Reserve one short review for the quiet costs that do not announce themselves

Urgent problems shout; quiet costs sit unfinished, repeat in two places, or wait for a reply without ever becoming the loudest item. Put a short recurring review on the calendar and have your assistant run this pass, then hand you a shortlist to look at, not actions taken.

PROMPTPaste this into your assistant, run it on a schedule

Run my nightly review across [YOU FILL: my task list / inbox / tracker].

Surface only:
- work that stalled (no movement today when there should have been)
- work happening in two places, or duplicated
- anything waiting on a reply that has gone quiet

For each item, give me: what it is, where it is, and why it caught your
eye. Do NOT change, send, or close anything. Hand me a shortlist to review
tomorrow.

YOU SUPPLY THISthe sources it looks across (your tasks, inbox, tracker) and access to them. It surfaces; you decide.

STEP 02 · THREE TESTS

Treat every surfaced item as a lead to verify, not a finding

The review reflects only what its runner can see, and it can mistake ordinary delay for a problem. Before you touch anything it surfaced, run it through three tests. Anything that fails one waits.

CHECKCheck each surfaced item against these three

Before acting on anything the review surfaced, confirm:
1. CURRENT   - is this still true right now, not already resolved?
2. MATERIAL  - does it actually matter enough to act on?
3. YOURS     - is this within your authority to change?

Fails any one    -> it waits.
Passes all three -> then act, by hand.

Saved on this device.