Pioneer AI & Data
Free Playbook

The Obsidian + Claude Playbook
Build Your AI Memory. Once. Forever.

Your AI keeps starting from zero because it doesn't know you exist. This guide changes that permanently — in 30 minutes, with free tools you already have.

Obsidian setup — step by stepFree app, 10 minutes, no tech background needed
"About Me" AI Context documentCopy one prompt, answer 5 questions, done in 5 min
Business Context documentServices, clients, brand voice — one permanent doc
10 ready-to-use business promptsEmail, LinkedIn, proposals, meeting prep — in your voice
The daily habit that keeps your AI current5 minutes a week. Your AI knowledge base grows with your business automatically.

Why this matters: Every time you open a new Claude or ChatGPT conversation, the AI has no memory of the last one. It doesn't know your name, your business, your clients, or how you communicate. It writes for a stranger — because you are one. This guide ends that. Permanently.

Two free tools. Five minutes of setup.

No subscriptions, no technical background, no credit card.

🗂️ Obsidian Free

A local note-taking app that stores your AI context docs. Think of it as the filing cabinet your AI borrows from — it stays on your computer, not in someone else's cloud.

🤖 Claude or ChatGPT Free tier OK

The AI you're already using. This system works with any AI — Claude, ChatGPT, Gemini. Build it once and use it everywhere.

10 minutes. One time. Never again.

These are the only technical steps in the whole guide.

1

Download & Install Obsidian

Go to obsidian.md → click Download → choose your OS (Mac or Windows) → install like any other app → open it.

💡 Free forever for personal use. No account required.
2

Create Your Vault

On first open → click "Create new vault" → name it My AI Brain → choose a folder (Desktop or Documents) → click Create.

3

Create Your "AI Context" Folder

In the left sidebar → right-click → New folder → name it AI Context. All your AI memory documents live here.


The two documents that do 90% of the work.

Build each one using the starter prompt below — takes 5 minutes each.

4

Build Your "About Me — AI Context" Document

In Obsidian → right-click AI Context folder → New note → name it About Me — AI Context. Then open Claude/ChatGPT and paste this prompt:

✦ Starter Prompt — Build Your "About Me" Doc
I need your help building a personal AI context document. Ask me 5 questions — one at a time — to understand who I am, what my professional background is, how I think and work, what I value most, and how I communicate. After I answer all five, write me a 3-paragraph "About Me" document I can paste at the start of any AI conversation to give you instant context about me. Make it personal, specific, and in my own voice.

Answer the 5 questions honestly → copy the output → paste it into your Obsidian "About Me — AI Context" note.

Your "About Me" should cover:

5

Build Your "My Business — AI Context" Document

Right-click AI ContextNew note → name it My Business — AI Context. Paste this prompt into a new AI conversation:

✦ Starter Prompt — Build Your Business Context Doc
I need your help building a business context document for AI conversations. Ask me 6 questions — one at a time — about: (1) what my business does, (2) who my ideal client is, (3) my core services and pricing, (4) the problems I solve and results I deliver, (5) my brand voice and how I communicate, and (6) what I'm currently focused on. After I answer all six, write a business context document I can paste at the start of any AI conversation so you always know my business before I ask a question.

Answer specifically — the more detail you give, the better every future AI answer gets.

Your Business Context should cover:

6

Add a "Current Priorities" Section — Update Weekly

At the bottom of your Business Context note, add ## Current Priorities with 3–5 bullets. Update it every Friday. Your AI always knows where you are right now — not just who you are.

✦ Example — Current Priorities Section
## Current Priorities (Updated: May 2026) - Closing first paid client — roofing company POC - Running outreach to HVAC businesses from prospect list - Completing AI certification course - Building automated lead follow-up system

This is the most powerful section — it's what makes your AI answers specific to this week, not just this year.


The 10-second habit that changes everything.

Your context docs are built. Here's how to use them.

7

The Paste Habit — Works on Any Free Tier

Open Obsidian → open your About Me — AI Context note → copy the first 3–5 lines → open Claude or ChatGPT → paste at the top of your first message → then ask your question. That's it. Your AI now knows you before you ask a single question.

✦ Pro tip: Keep the Obsidian note open in a side pane. One Cmd+C away every session.
8

Claude Projects — Automatic Context (Claude Pro Users)

On Claude.ai Pro → click ProjectsCreate project → name it → click Add content → upload both Obsidian .md files. Done. Every conversation inside this project auto-loads your full context. No pasting ever again.


Save these in Obsidian under AI Context / My Prompt Library

Paste your About Me context first. Then use any of these — they're built for service businesses.

Draft a Client Email

"Draft an email to [client] about [topic]. My tone: direct, warm, no corporate fluff. Under 150 words."

Write a LinkedIn Post

"Write a LinkedIn post about [topic] for [my audience]. Under 150 words. End with a question. Sound like me."

Prep for a Sales Call

"I have a call with [name] at [company]. They need [problem]. Give me 5 questions to ask and 3 talking points."

Write a Proposal

"Write a one-page proposal for [client] who needs [service]. Include their situation, what I'll do, and next steps."

Handle a Tough Response

"A client said [response]. Help me reply in a way that keeps the relationship and keeps the door open."

Summarize My Week

"I'll paste what I worked on this week. Summarize in 3 bullets and flag what to prioritize next week."

Request a Testimonial

"Write a short, friendly message asking [client] for a Google review. Reference [result]. Keep it casual."

Write an FAQ

"Write an FAQ for [service]. 6–8 questions small business owners ask before buying. Answers under 50 words."

Brainstorm Ideas

"I'm trying to [goal]. Give me 10 ideas I probably haven't thought of — specific to my business and market."

Plan Next Month

"Help me plan [month]. My priorities: [list]. My constraints: [time/money]. Give me a week-by-week focus plan."

5 minutes a week. Your AI brain grows with your business.
☀️
Morning (10 sec)

Open Obsidian before Claude. Glance at Current Priorities. Then ask your question with context.

📝
As it happens

New service? New client? Update your Business Context. Takes 2 minutes.

📅
Friday (5 min)

Update "Current Priorities" with 3–5 bullets about next week's focus.

🔄
Monthly (10 min)

Re-read both docs. Cut what's outdated. Re-upload to Claude Projects if needed.

Want It Built With You?

The AI Jumpstart Session — $197

Skip the setup. In 90 minutes we build your vault, write your context docs, and set up Claude Projects — live, on your machine, for your specific business. You leave with a working system, not a to-do list.

  • Obsidian vault built with you, live
  • "About Me" + Business Context customized for your business
  • Personalized prompt library for your most common tasks
  • Claude Projects setup included · 90 minutes · Zoom
$197 One-time · 90 min · Zoom
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