What This Does
A context document makes Claude dramatically more useful
Without a context document, Claude is a generic assistant that knows nothing about you, your role, or TELEO. With one, every response is calibrated to your work — no re-explaining yourself every session.
WITHOUT A CONTEXT DOC
❌ Re-explain your role every session
❌ Generic responses not calibrated to PE
❌ Claude doesn't know your portcos
❌ Output format doesn't match your style
❌ Doesn't know what metrics matter to you
WITH A CONTEXT DOC
✓ Claude knows your role and background
✓ Responses use TELEO terminology and context
✓ References your portcos naturally
✓ Output matches how you want to receive information
✓ Focuses on metrics and priorities that matter
How It Works
Three steps, about 5 minutes
1
Build your document on this page
Answer questions about your role, work style, and priorities. We'll generate a personalized context document you can download.
2
Create a Project in Claude
Go to claude.ai → click Projects in the left sidebar → New Project. Name it something like "My Work — [Your Name]." This is where all your conversations will live.
3
Add your context document to the Project
Inside your Project, click the Settings or edit icon. Find the Project Instructions field. Paste your downloaded document in and save. Done — every conversation you start inside this Project will automatically have your context.
Use this document as your starting point for any Claude Project. The base document works across all TELEO work — deals, portcos, BD. If you're setting up a dedicated Project for a specific portco or use case, consider customizing a copy of this document with additional context specific to that work. The more specific the context, the better the output.