Oct 6, 2026 · 20 min · 9 segments
A brand voice guide, style guide, personas, and content templates give your team a strong foundation for using AI. But how do you make sure people actually use those resources consistently when they…
Erika HealdHost
So what I ended up creating as a result of the work that I've done over the past few years, while then helping clients put the count- content, the content foundations in place, I created what I'm calling the AI instruction system template.

And yes, I have it printed out 'cause I wanna make sure that I go through all the elements.

Uh, you'll see it's, uh, significantly more, uh, comprehensive than just putting together a sentence or two into a prompt, and it's really a different approach.

It's not looking at prompts as separate one-off things that you do in order to get a result.

Instead, it looks at having a consistent method for using AI tools across your entire organization and regardless of which platform someone is using.

Now, this is incredibly important because even if you feel as though everyone is setting up various and sundry tools and that they've, you know, trained those tools accurately, it's really easy for all of that information to s- simply vanish.

I know someone who accidentally deleted one of their agents that they had been working on.

They deleted all of their skills in Claude and had to figure out how to get 'em back.

Spoiler alert, if you're doing any of those kinds of, uh, things within these tools, you wanna make sure you find that backup or export section because if you're not doing that on a regular basis, if you accidentally delete something, you may not be able to get it back.

But worse than accidentally undoing your own work is those platforms can change how they're approaching the way that you do the work at any time.



Here's the potential that you could be realizing." But now they don't really need those, uh, for selling them.

We're all very aware of the risks, the benefits of using AI, and so now things are different.

So if you've put all of your, um, efforts into creating custom GPTs or gems or skills and projects in various tools, it's time to maybe take a step back and think about documenting what you're doing so that way in the event that the platform changes things up, that you're not left starting from scratch again because that would be really frustrating and n- you know, would negate, negate any savings of time or resources that you can attribute to your use of AI for marketing.

So what I ended up creating as a result of the work that I've done over the past few years, while then helping clients put the count- content, the content foundations in place, I created what I'm calling the AI instruction system template.

And yes, I have it printed out 'cause I wanna make sure that I go through all the elements.

Uh, you'll see it's, uh, significantly more, uh, comprehensive than just putting together a sentence or two into a prompt, and it's really a different approach.

It's not looking at prompts as separate one-off things that you do in order to get a result.

Instead, it looks at having a consistent method for using AI tools across your entire organization and regardless of which platform someone is using.

Now, this is incredibly important because even if you feel as though everyone is setting up various and sundry tools and that they've, you know, trained those tools accurately, it's really easy for all of that information to s- simply vanish.

I know someone who accidentally deleted one of their agents that they had been working on.

They deleted all of their skills in Claude and had to figure out how to get 'em back.

Spoiler alert, if you're doing any of those kinds of, uh, things within these tools, you wanna make sure you find that backup or export section because if you're not doing that on a regular basis, if you accidentally delete something, you may not be able to get it back.

But worse than accidentally undoing your own work is those platforms can change how they're approaching the way that you do the work at any time.



Here's the potential that you could be realizing." But now they don't really need those, uh, for selling them.

We're all very aware of the risks, the benefits of using AI, and so now things are different.

So if you've put all of your, um, efforts into creating custom GPTs or gems or skills and projects in various tools, it's time to maybe take a step back and think about documenting what you're doing so that way in the event that the platform changes things up, that you're not left starting from scratch again because that would be really frustrating and n- you know, would negate, negate any savings of time or resources that you can attribute to your use of AI for marketing.
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