Small Business Owner

Your Quick Profile

5 minutes → a prompt your AI understands → instant business assistant

The Basics

Your name

Business name

What does your business do?

One line is fine — your AI just needs context.

Business email

Business phone

Communication

How do clients usually reach you?

Email Phone Text Social / DM Walk-in

What's your biggest email pain point?

Too many emails Forgetting follow-ups Drafting takes forever Finding old threads

How should replies sound?

Your AI will match your tone when drafting emails.

Friendly & casual Professional but warm Short & direct

Work & Tasks

What eats up most of your admin time?

Pick all that apply.

Quotes & estimates Scheduling Invoicing Ordering parts Client updates Social / marketing Bookkeeping

Tools you already use

Accounting, invoicing, CRM, scheduling — whatever you've got.

When are you busiest?

Early morning Midday Afternoon All day

Quick Wins

Your coffee order

Because even small business owners need coffee runs handled.

Your usual lunch order

Profile saved!

Your profile file just downloaded.

💡 What to do next:

1. Upload this file to your AI — works with Claude, ChatGPT, Grok, Gemini, or Copilot.
2. Save it in your AI's Projects or custom instructions once — it remembers permanently.
3. Now just talk like you're texting — "draft a follow-up email to my client" or "write a quote for this job." It already knows.

Also upload: the AI Instructions file — tells your AI how to use your profile, what sources to check, and how to handle recommendations.

⬇ AI Instructions

Built by GetCarrieAI — an EA in your pocket.

Skip the download — paste directly into Claude Projects.

To save it permanently: Go to claude.ai → Projects → New Project → click Add instructions → paste there. Every future conversation already knows you.

⚠️ Pasting into a regular chat only lasts that one conversation — it won't stick across sessions.