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Mistake: Re-Explaining the Client in Every ChatGPT Chat

Mistake to avoid2 slidesChatGPT

By Robert Breen · Published · From the free lesson ChatGPT Projects: Keep Your Brand Voice, Files and Instructions in One Place

A common ChatGPT mistake: explaining the same client again in every new chat. Give each client one Project with its own instructions and files.

  1. Mistake to avoid. Explaining the same client in every new chat. Without a project, each new chat starts cold. You paste the same background again, and a wrong price slips out the day you forget a line. Instead: make one Project per business or big client, with instructions for how to write, the few files ChatGPT should always check, and project-only memory so its chats stay in their own lane.
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  2. Build a ChatGPT Project once, then start every chat inside it. Lesson: ChatGPT Projects: Your Brand Voice in One Place, about 9 minutes. Free at learn.ynteractive.com.
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The guide in text

The mistake

Explaining the same client in every new chat

Without a project, each new chat starts cold. You paste the same background again, and a wrong price slips out the day you forget a line.

Do this instead

Make one Project per business or big client: instructions for how to write, the few files ChatGPT should always check, and project-only memory so its chats stay in their own lane.

The full definition: What are ChatGPT Projects? in the AI glossary, with an example from a free lesson, common confusions and tips.

Businesses and people in the examples are made up. The steps, screens and wording come from the free lesson and the Stepthrough glossary and prompt library.

Do it yourself, free

ChatGPT Projects: Keep Your Brand Voice, Files and Instructions in One Place. Set up a ChatGPT Project with your brand voice instructions, your price list and your style guide, so every new chat already knows your business. You do every step yourself in a practice copy of ChatGPT, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.

Start the free lesson

Or read the full step-by-step guide

Plain-English definitions, each with an example from a free lesson.

ChatGPT ProjectsProject instructionsChatGPT memoryPersistent agentChatGPT pluginStyle matching

The full AI glossary

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ChatGPT memory: myth vs fact. Myth: Memory is where your work rules belong. Fact: ChatGPT decides what memory saves, and it may carry an old detail into a new task. Write the rules you always want in custom instructions, and one client's rules in that Project's instructions, which win over custom instructions.Myth: ChatGPT Memory Is Where Your Work Rules Belong

Myth vs fact: ChatGPT memory is not where work rules belong. Put standing rules in custom instructions and one client's rules in its Project.

Myth vs fact 2 slides

Mistake to avoid. Quoting a new customer in the old customer's chat. An office manager finishes a quote for Oakwood Library (made up), then keeps typing in the same chat for the next customer. The library's headcount, menu and prices are still in the chat, ready to leak into the next answer. Instead: same customer and building on the last answer, stay in the chat. New customer or new task, click New chat and give it only that job's facts.Mistake: One ChatGPT Chat for Every Customer

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Mistake to avoid. Deleting the chat but leaving the memory. A staff accountant at Calloway & Reyes CPAs (made up) pasted a client's name and account into ChatGPT and asked it to remember the client. Deleting the chat does not delete what ChatGPT saved to memory. Instead: delete the chat, then open Settings, Personalization, the saved memories link, and delete just that memory. Skip Delete all.Mistake: Deleting a ChatGPT Chat but Keeping the Memory

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