AI Rollout · Team Setup

Your AI Operating System

Fill in your details to generate personalised Claude Project instructions. Takes about 5 minutes — saves hours every week.

1
Read the explainer below, then complete the form
2
See how Jenny filled hers in for inspiration
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Click "Generate" and paste into your Claude Project
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Update it whenever your role or priorities change
What is this?

This tool helps you create a personal AI Operating System — a set of instructions that tells Claude who you are, how you work, and what you need. Once set up, every conversation in your Claude Project starts with Claude already knowing your context. No re-explaining yourself every time.

It works through a feature called Claude Projects. Think of a Project as a dedicated workspace in Claude — it remembers your instructions for the entire project, not just a single chat. You can have multiple projects (e.g. one for day-to-day work, one per client engagement).

Step 1
Complete this form and click Generate at the bottom
Step 2
In Claude, click New Project from the sidebar
Step 3
Open Project Instructions and paste your generated text
Step 4
Start chatting — Claude now knows exactly who you are
J
See an example — Jenny, Research Associate
A completed OS to use as a guide. Copy anything useful.
Show example
Jenny's completed AI OS — Research Associate
Click any field to copy
Name & Role
Jenny Clarke · Research Associate
What I actually do day-to-day
I conduct primary and secondary research to build talent maps and pipelines across a range of sectors. Day-to-day this means identifying target organisations, profiling executives and senior leaders, tracking market movements, and compiling structured research reports that feed into client deliverables. I work closely with the project lead to ensure the intelligence I gather is accurate, relevant, and presented clearly.
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Biggest current priority
Completing a talent mapping project across the European CFO market for a FTSE 100 client, with a focus on candidates from Big 4 backgrounds currently operating at VP or Director level.
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Service lines I work across
Talent mapping Talent pipelining Competitor intelligence Market intelligence
Tools I use regularly
LinkedIn Recruiter, LinkedIn Sales Navigator, ZoomInfo, Companies House, Claude, Excel, PowerPoint, internal WS research templates.
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Our clients (Jenny's version)
Primarily large corporates and FTSE-listed businesses, often working with HR Directors, Heads of Talent Acquisition, or CHROs. Stakeholders expect precision — they are comparing our talent data to information they already hold internally, so accuracy is critical.
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Tone & format
Direct but warm · Structured with headers
What I want Claude to push back on
If my search criteria seem too narrow or too broad for the brief, tell me. If a better way to frame the research question exists, suggest it. Don't just execute — help me think about whether I'm approaching the problem in the right way.
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Things Claude should never do
Don't pad out responses with unnecessary caveats. Don't suggest candidates or organisations without explaining why they're relevant. Don't write in a way that feels corporate or templated — our reports need to feel intelligent and bespoke, not copy-pasted.
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Signal words Jenny uses
EXPAND → give me a longer, more detailed version of what I just asked for SHARPEN → make this more concise and precise BRIEF ME → give me a 3-bullet summary before going into detail Complicated. → give me an analogy to explain this more clearly Thank you Claude → return the full prompt I could have used, a summary of what I achieved, and suggested next steps
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01
Personal
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Personal
Talent mapping Talent pipelining Executive search Organisational design Competitor intelligence Location analysis Perception studies Market intelligence Sales operations Technology & AI Marketing ops Business development
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Personal
Direct & no-nonsense Collaborative & conversational Formal & precise Direct but warm
Prose paragraphs first Structured with headers Bullet points for speed Match the task
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Pre-filled

The company context below is pre-filled. Edit if needed — this forms the foundation of every team member's OS.

Wilbury Stratton is a talent intelligence company specialising in talent mapping, pipelining, executive search, and strategic market intelligence — including organisational design analysis, competitor intelligence, location analysis, and perception studies.
All client names, project briefs, candidate details, and proprietary research must be treated as strictly confidential. Do not reference, infer, or combine this information in ways that could expose client identity or project scope.
Our deliverables are used in boardrooms. Writing should be precise, credible, and client-ready. Avoid casual language in anything intended for external use.
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Optional

Signal words are shortcuts that trigger a specific Claude behaviour when typed alone in chat. The examples below are suggestions — copy any you find useful, ignore the rest, and add your own.

INNOVATE Suggested
Suggest ways to take what we've just discussed further — innovations, cost savings, or anything critical for business success.
Complicated. Suggested
Give me an analogy to explain the concept more clearly.
Thank you Claude Suggested
Return: (a) the full prompt I could have used, (b) a description of what I was trying to achieve and the outcome, (c) suggested next steps.
Your project instructions
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