AI Doesn't Understand My Business (Fix It Permanently)
You've tried ChatGPT for proposals. For emails. For strategy.
The output is generic.
It suggests pricing models that don't fit your market. It recommends outreach tactics you'd never use. It writes in a tone that makes you sound like every other consultant who learned marketing from LinkedIn carousels.
It doesn't understand your business.
That's because it literally doesn't. No one told it.
The Problem: AI Doesn't Know You
ChatGPT was trained on the internet. Billions of documents. Reddit threads, Medium posts, corporate blogs, academic papers, marketing sites.
It learned patterns. Common advice. Statistical averages.
But it didn't learn your business. Your industry. Your clients. Your pricing. Your constraints. Your voice.
When you ask it to write a proposal, it generates what a proposal "usually" looks like based on thousands of examples from its training data.
When you ask for email outreach advice, it gives you the playbook that works for SaaS startups — even if you're a fractional CFO serving construction companies.
It's not wrong. It's just not yours.
Why Generic Output Fails
You run a video editing service for real estate agents. You charge $500/month for 4 property videos with 48-hour turnaround.
You ask ChatGPT: "Write a proposal for a new client."
The output includes:
A section on "brand storytelling" and "emotional connection with audiences." You don't do that. You shoot houses, not narratives.
Pricing presented as "custom packages tailored to your needs." You have fixed pricing. No customization. No negotiation.
A 90-day onboarding timeline. Your onboarding is one Zoom call and a shared Dropbox link.
The proposal reads fine. It's professional. It's well-structured.
But it's not how you work. You spend 30 minutes rewriting it.
What AI Needs to Understand Your Business
Your business has specifics. AI needs them.
Industry context: Real estate video editing is different from SaaS demo production. The clients are different. The deliverables are different. The objections are different.
Pricing structure: Fixed monthly retainer? Project-based? Hourly? Equity? Tiered packages? The AI needs to know what you actually charge and how you structure deals.
Constraints: You don't work with ecommerce brands. You don't do payment plans under $5K. You don't take equity. You don't offer rush delivery without a $500 fee. These aren't negotiable.
Client profile: Who you serve, who you don't, what industries you specialize in, what size companies you target, what problems you solve.
Voice and tone: Do you write formal or casual? Do you use "we" or "I"? Do you avoid jargon or lean into it? Do you keep emails under 100 words or write longer explanations?
Examples: Proposals that worked. Emails that got responses. Positioning statements that landed clients. The AI learns from what you've actually done, not what some blog says is "best practice."
ChatGPT doesn't have any of this unless you give it manually. Every. Single. Time.
The Usual Workaround (And Why It Fails)
You start every prompt with a context dump:
"I run a video editing service for real estate agents. I charge $500/month for 4 property videos with 48-hour turnaround. I don't do brand storytelling or long-form content. My clients are solo agents and small teams in suburban markets. Write a proposal for..."
It works. The output is better.
But you're doing this every time. Every proposal. Every email. Every strategy session.
You're not using AI. You're training it over and over.
The Fix: CLAUDE.md Tells AI Who You Are
CLAUDE.md is a markdown file that contains everything about your business.
When you use Claude Code (Anthropic's official CLI) with Obsidian, Claude reads this file automatically at the start of every session.
You write it once. Claude knows forever.
What Goes in CLAUDE.md
Real example from a video editor's CLAUDE.md:
Business Model: Monthly retainer video editing for real estate agents. $500/month for 4 property videos, 48-hour turnaround. $750/month for 8 videos. $200 rush fee for same-day delivery.
Target Client: Solo real estate agents and small teams (2-5 agents) in suburban markets. Average listing price $300K-$700K. Not luxury, not commercial.
Deliverables: 60-90 second property tour videos with music, transitions, agent branding. No drone footage (agents provide their own). No interviews or testimonials. No long-form content.
Constraints: No equity deals. No trade. No payment plans under $2K total contract value. No work with iBuyers or investor flippers. No same-day requests without rush fee.
Voice: Casual but professional. Short emails (under 150 words). No corporate jargon. Use "I" not "we." Avoid phrases like "streamline your workflow" or "elevate your brand."
Tools: Clients upload to Dropbox. Deliverables sent via Vimeo link. Communication through email, not Slack or project management software. Invoices via Stripe.
Objections: Price objection = explain cost-per-listing ($125/video vs $300-500 for one-off editors). Quality objection = send portfolio link with 3 example videos. Timeline objection = clarify 48 hours starts when footage is uploaded, not when they mention the listing.
One file. 800 words. Written once.
What Happens When AI Knows Your Business
You open Claude Code. You type: "Write a proposal for a new agent who wants the $500/month package."
No context dump. No preamble.
Claude already knows:
Your pricing ($500/month for 4 videos). Your deliverables (60-90 second property tours). Your constraints (no payment plans under $2K). Your voice (short, casual, no corporate speak). Your tools (Dropbox + Vimeo). Your common objections and how you handle them.
The output is 90% ready. It matches your tone. It includes the right package details. It addresses the objections you actually hear.
You send it with minimal edits.
Next task: "Draft a follow-up email for a prospect who went dark after seeing pricing."
Claude knows your email style (short, under 150 words). It knows the price objection response (cost-per-listing math). It knows you include a calendar link in every outreach.
The draft is ready in 15 seconds.
How This is Different from Custom Instructions
ChatGPT's custom instructions are capped at 1,500 characters. That's barely enough for surface details.
CLAUDE.md has no character limit. You can write 5,000 words if you need to. Include full examples, templates, workflows, objection-handling scripts.
Custom instructions live in ChatGPT's platform. If they change the system, your instructions might break. You don't control the file.
CLAUDE.md lives on your machine in your Obsidian vault. You control it. You version it. You back it up. It's yours.
How to Build Your CLAUDE.md File
Start with these sections:
Who I Am: Name, business name, role, location, industry.
What I Do: Services, deliverables, packages, pricing, timeline.
Who I Serve: Target client profile, industries, company size, deal size, geography.
Constraints: What you don't do, who you don't work with, deal structures you refuse.
Voice: Tone, style, banned phrases, sentence structure, email length preferences.
Tools: CRM, communication platforms, invoicing, file sharing, calendar.
Examples: Paste 2-3 proposals that worked. 2-3 emails that got replies. 1 positioning statement that landed a client.
Write it in plain language. No need to format it like a prompt. Just explain how your business works.
Takes one afternoon. Then it's done.
What Changes Immediately
You stop explaining yourself every conversation. You stop editing for tone. You stop re-generating outputs because the AI "doesn't get it."
You ask for a proposal, you get a proposal that sounds like you.
You ask for an email, you get an email in your style.
You ask for strategy, you get advice that fits your actual business model, not a generic playbook.
You're not training AI anymore. You're working with it.
Make AI Understand Your Business—Permanently
One markdown file. One afternoon. AI that actually remembers who you are, what you do, and how you work.
Build Your Memory System — $997