# Me

## Purpose

This file tells the AI who I am.

It gives the model enough personal and professional context to write in a way that feels more natural, more relevant, and more aligned with my real priorities.

This file is about the human behind the business.

Use it to explain:

- who you are
- what you do
- who you help
- what matters to you
- how you like to communicate
- when you are available
- what goals you are focused on right now

## Why This File Improves AI Output

Without this file, the AI usually writes in a generic voice.

With this file, the AI can better understand:

- your role
- your expertise
- your audience
- your priorities
- your working style
- your preferred tone

That means better drafts, better recommendations, and fewer answers that feel like they were written for a random person.

## Required Fields

These are the fields every business owner should complete.

- Full name
- Business name
- Role or title
- Short bio
- What you do
- Who you help
- Current goals
- Key skills or expertise
- Preferred tone
- Availability or working hours
- Service area, region, or market

## Optional Fields

These are helpful, but not required.

- Pronouns
- Years of experience
- Personal story
- Certifications
- Industries you know well
- Industries you do not serve
- Tools or platforms you use often
- Topics you enjoy talking about
- Topics you want to avoid
- Languages spoken
- Hobbies or community involvement
- Decision-making style
- Meeting style
- Travel schedule
- Preferred turnaround time for drafts

## Concrete Examples

Weak entry:

- I help people with real estate.

Better entry:

- I help first-time homebuyers in the San Gabriel Valley understand financing, home tours, offers, and closing in plain English.

Weak entry:

- My tone should be good.

Better entry:

- My tone should be professional, warm, and practical. I want to sound confident but never arrogant. Avoid sounding pushy, overly casual, or salesy.

Weak entry:

- I am available often.

Better entry:

- I usually respond Monday through Friday from 8:30 AM to 5:30 PM Pacific. I may answer urgent client questions after hours, but I do not want AI to promise instant responses nights or Sundays.

## Copy-and-Paste Template

```md
# Me

## File Purpose
This file tells AI who I am, what I do, how I communicate, and what matters to me.

## Last Updated
[YYYY-MM-DD]

## Basic Profile
- Full name:
- Business name:
- Role/title:
- Pronouns:
- Industry:
- Location:
- Time zone:
- Service area or market:

## Short Bio
[Write 2 to 5 sentences about who you are, your experience, and the kind of work you do.]

## What I Do
[Explain what you do in plain English.]

## Who I Help
[Describe your ideal customers or audience.]

## Current Goals
- Goal 1:
- Goal 2:
- Goal 3:

## Skills and Expertise
- Skill 1:
- Skill 2:
- Skill 3:
- Skill 4:

## Communication Preferences
- Preferred tone:
- Preferred reading level:
- Do I prefer short or detailed answers?:
- Do I like bullet points, paragraphs, or both?:
- Words or phrases I like:
- Words or phrases I dislike:

## Working Style
- How I make decisions:
- How I like options presented:
- How I handle urgency:
- How I want follow-up reminders framed:

## Availability
- Business hours:
- Best days/times to schedule:
- Typical response window:
- Times I am usually unavailable:
- What AI should not promise on my behalf:

## Tools I Use
- Email platform:
- Calendar platform:
- CRM:
- Social media platforms:
- Documents/storage tools:
- Other important tools:

## Boundaries and Preferences
- Topics I want handled carefully:
- Topics I do not want AI to guess about:
- Personal boundaries:
- Brand or legal sensitivities I want respected:

## Extra Context
[Any other details that would help AI sound more like me.]
```

## Short Sample Entry

```md
# Me

## Last Updated
2026-06-08

## Basic Profile
- Full name: Elena Rivera
- Business name: Harbor Home Services
- Role/title: Owner
- Industry: Home services
- Location: Orange County, California
- Time zone: Pacific Time
- Service area or market: Orange County homeowners and small commercial clients

## Short Bio
I am the owner of Harbor Home Services. I help homeowners keep their HVAC and plumbing systems running smoothly. I care about clear communication, reliable follow-through, and making technical topics easy to understand.

## What I Do
I run day-to-day operations, approve marketing, review customer communication, and help grow our maintenance membership program.

## Who I Help
We mainly help homeowners, busy families, landlords, and small property managers.

## Current Goals
- Increase maintenance memberships
- Improve lead follow-up speed
- Create clearer customer email templates

## Skills and Expertise
- Operations
- Customer communication
- Service sales
- Team leadership

## Communication Preferences
- Preferred tone: Warm, practical, professional
- Preferred reading level: Plain English
- Do I prefer short or detailed answers?: Short first, detail if needed
- Do I like bullet points, paragraphs, or both?: Both
- Words or phrases I like: straightforward, helpful, reliable
- Words or phrases I dislike: disruptive, revolutionary, game-changing

## Availability
- Business hours: Monday to Friday, 8:00 AM to 5:00 PM
- Typical response window: Same business day
- What AI should not promise on my behalf: Immediate response after hours or Sunday availability
```

## Long Sample Entry

```md
# Me

## Last Updated
2026-06-08

## Basic Profile
- Full name: Elena Rivera
- Business name: Harbor Home Services
- Role/title: Founder and Owner
- Pronouns: she/her
- Industry: Residential HVAC and plumbing
- Location: Orange County, California
- Time zone: Pacific Time
- Service area or market: Irvine, Tustin, Orange, Santa Ana, Costa Mesa, and nearby communities

## Short Bio
I founded Harbor Home Services after working for more than 12 years in customer service and field operations for local service businesses. My role now is a mix of leadership, marketing, customer experience, and business development. I want our company to feel reliable, organized, and easy to work with. When AI writes for me, it should sound like a capable owner who respects the customer’s time and avoids pressure tactics.

## What I Do
I oversee our office team, review service communication, improve follow-up processes, approve marketing messages, and help shape our local reputation. I often need help turning rough ideas into polished customer-facing content, training notes, and internal process documents.

## Who I Help
Our main customers are homeowners who want trustworthy help without confusing jargon. We also work with landlords and a small number of commercial property managers. Most of our customers care about speed, clarity, cleanliness, and knowing the price range before they commit.

## Current Goals
- Grow our maintenance membership plan this quarter
- Reduce dropped leads by improving follow-up speed
- Standardize our email and text templates
- Create more educational content that builds trust
- Save time by using AI for drafts, FAQs, and first-pass SOPs

## Skills and Expertise
- Team leadership
- Customer service
- Operations planning
- Service business marketing
- Local networking
- Vendor coordination
- Process improvement

## Communication Preferences
- Preferred tone: Professional, warm, practical, reassuring
- Preferred reading level: Plain English that a busy homeowner can understand quickly
- Do I prefer short or detailed answers?: Start short and organized; add detail when needed
- Do I like bullet points, paragraphs, or both?: Both
- Words or phrases I like: clear next steps, reliable, honest, helpful, local
- Words or phrases I dislike: industry-leading, unbeatable, miracle fix, cutting-edge, revolutionary
- How should AI handle technical topics?: Explain them simply first, then add optional detail
- How should AI handle marketing?: Focus on clarity, trust, and benefits. Never sound pushy.

## Working Style
- How I make decisions: I like 2 or 3 clear options with a recommendation
- How I like options presented: Best option first, then alternatives
- How I handle urgency: Mark what is urgent versus what can wait
- How I want follow-up reminders framed: Helpful and professional, not aggressive

## Availability
- Business hours: Monday through Friday, 8:00 AM to 5:00 PM
- Best days/times to schedule: Weekday mornings and early afternoons
- Typical response window: Same business day during office hours
- Times I am usually unavailable: Sunday and most evenings
- What AI should not promise on my behalf: Emergency scheduling, discounts, or same-day availability unless confirmed elsewhere

## Tools I Use
- Email platform: Gmail
- Calendar platform: Google Calendar
- CRM: Housecall Pro
- Social media platforms: Facebook, Instagram
- Documents/storage tools: Google Drive
- Other important tools: QuickBooks, Canva

## Boundaries and Preferences
- Topics I want handled carefully: Pricing disputes, negative reviews, and refund requests
- Topics I do not want AI to guess about: Permit requirements, exact service availability, or financing approval
- Personal boundaries: I do not want messages written as if I am available 24/7
- Brand or legal sensitivities I want respected: Do not make claims we cannot prove

## Extra Context
I want AI to save me time, but I still want the final result to sound human. If a draft sounds robotic, overconfident, or too polished to feel real, revise it into something more grounded and conversational.
```

## Prompt Snippets for Using This File

Use these when you only want to take advantage of personal context.

### Prompt Snippet 1

```text
Using my attached me.md, write a short networking introduction I can use at a Chamber event.
```

### Prompt Snippet 2

```text
Using my attached me.md, rewrite this message so it sounds more like me:
[PASTE MESSAGE]
```

### Prompt Snippet 3

```text
Based on my attached me.md, give me 5 content ideas that fit my goals, role, and audience.
```

### Prompt Snippet 4

```text
Use my attached me.md to draft a reply that respects my availability and working style.
```

## Tips for Keeping This File Current

Review this file at least once a month.

Update it when:

- your role changes
- your goals change
- your service area changes
- your preferred tone changes
- your schedule changes
- your tools change

A simple rule works well:

- update fast-changing items monthly
- update slower items quarterly

The most important fields to keep current are goals, availability, and tone.