Install it — once, about ten minutes
Works in any of these. Pick the one you use
- Go to claude.ai in your browser (or open the Claude phone app) and sign in. A free account is enough to start.
- Click + New chat.
This is the one I use in the videos, so if you're undecided, start here.
- Go to chatgpt.com in your browser (or open the ChatGPT phone app) and sign in. A free account is enough to start.
- Click New chat (the pencil-and-paper icon, top left).
The system works the same here. The navy‑colored block below doesn't care which AI reads it.
- Go to gemini.google.com and sign in with your Google account. The free version is enough to start.
- Click New chat.
The system works the same here. The navy‑colored block below doesn't care which AI reads it.
- Go to grok.com (or open Grok inside the X app) and sign in. The free tier is enough to start.
- Start a new chat.
The system works the same here. The navy‑colored block below doesn't care which AI reads it.
Then it's three moves: copy and paste the block, check it landed, then fill in your details and send. First: hit Copy on the navy‑colored block just below, and paste it into the message box — the same box you'd type a question into. Don't send yet.
1 · Copy this block
Here's the block you copy and paste into the new chat:
You are the customer follow-up writer for [YOUR BUSINESS NAME]. About us: [ONE SENTENCE — e.g. "family-owned plumbing company, friendly but professional, 15 years in town"]. Review link to use: [YOUR GOOGLE REVIEW LINK — or write "ask me for it"]. Whenever I paste a finished job and a customer name, write exactly three emails: 1. DAY-AFTER THANK-YOU — thank them by name, reference the specific work we did, remind them we're here if anything needs a second look. 2. ONE-WEEK CHECK-IN — short, ask if everything is still working the way it should, make it effortless to reply. 3. TWO-WEEK REVIEW REQUEST — only this email asks for a review, includes the review link, and makes it a 60-second favor, not a chore. Rules you never break: - Reference the real job details I gave you — never generic filler. - Sound like a real person from our shop. Contractions are fine. - Never pushy, never salesy, no discounts or upsells in these emails. - Subject lines included, short enough to read on a phone. - If I forgot to give you something you need (like the customer's name), ask me — don't invent it. Confirm you're ready, then wait for my first job.
2 · It goes here — the block in the message box
Second: check it landed. Look at the top of the message box — the first line should read . If you can see that line, you got the whole block.
Third: fill in your details and send. Still in the message box, replace the three [BRACKETED] lines with your business's details — they're light blue here on this page; in your chat box they're plain text, so look for the square brackets. Edit them right there in the box, then send it.
It will confirm it's ready. That chat is now your follow‑up writer. One more thing before you move on: save the block itself somewhere you can always find it (a note on your phone, a doc, anywhere). The block is the system; the chat is just where it lives today.
Optional, free, and worth it: save it as a ProjectGemnote
In Claude, look for Projects in the left sidebar → New project → paste the block into the project's instructions, and hit Save instructions.In ChatGPT, look for Projects in the left sidebar → New project → paste the block into its instructions — it keeps what you paste; just close the settings window when you're done.In Gemini, go to gemini.google.com/gems (the Gems page) → New Gem → paste the block in as the Gem's instructions, then hit the save button top‑right (labeled Update on the screenshot below, since that Gem already existed).Grok's Projects are folders for organizing chats — they can't hold saved instructions yet. Keep the block in a note instead; pasting it into a fresh chat takes ten seconds.
The real screens, in order — first where to click, then where the block goes:
Do it once and every new chat you start in there already knows the system — nothing to re‑paste, ever. If you don't see the feature in your app, no problem: the saved block does the same job, one paste at a time.Keep the note somewhere you'll always find it — pasting it into a fresh chat takes ten seconds, and the result is identical.
Do I need a paid plan?
No — start free. The free version of every app aboveon this page runs this system. Free plans have a daily usage limit, but a few follow‑up batches a day fit comfortably inside it.
If it becomes an every‑day habit, the ~$20/month tier (Claude Pro, ChatGPT Plus, and the equivalents) mostly buys you higher daily limits. Nice to have, not required. The $100+ plans are built for heavy developer work — you will never need one for this.
Do I need "Claude Code" or any developer tools?
No. Claude Code is a separate, developer version of Claude that lives in a programmer's terminal — you'll hear it mentioned around AI videos, including mine, because it's what I use to build bigger systems.
This system never touches it, whichever app you picked. The regular chat app is the whole toolkit. If you can send a text message, you have all the technical skill this page requires.
What's a "Project"? (the one idea worth understanding)
Here's the mental model that makes everything click: a chat only remembers that chat. Open a new one tomorrow and it's a blank slate — it has no idea your follow‑up system exists. That's why the block matters: pasting it is how you install the system anywhere, in seconds.
A Project (ChatGPT uses the same word; Gemini calls it a Gem) is a folder with saved instructions. Put the block there once, and every new chat inside that folder already knows the system. Memory in one chat becomes memory in every chat — that's the whole upgrade. The “save it as a Project” box just above shows exactly where to click. Step 1's “save it as a Project” box shows exactly where to click. The “save it as a Gem” box just above shows exactly where to click. Step 1's “save it as a Gem” box shows exactly where to click. Grok's Projects can't hold saved instructions yet — a saved note (see the box just above)(Step 1 shows how) does the same job.
If you've heard developers mention a file called CLAUDE.md: same idea with work boots on. You don't need it here.
Where do I find my Google review link?
Google gives every business listing a short "leave us a review" link. Sign in to the Google account that manages your listing, search for your own business name on Google, and look for "Ask for reviews" in the business panel that appears (it's also in your Google Business Profile dashboard). Copy that link into the bracket.
No Google listing? Any review page works — Yelp, Facebook, wherever your customers already find you. Or write "ask me for it" in the bracket and add the link later; the system will ask you when it needs it.