Start with one advisor
You don't need all 13. Most agencies start with two or three, and the Operations Advisor will tell you which ones.
Rather skip the questions? Take the free Operations Health Assessment. It scores your agency across every area of operations, and the report works as your context block: upload it or paste it into any advisor.
Copy the Operations Advisor
One click below copies everything it needs.
Paste it into ChatGPT or Claude
It asks all its questions in one message, including your website. Answer in as much detail as you can. Voice-to-text makes this quick.
Save your context block
It writes a summary of your agency. Paste that into any other advisor and it already knows you.
All 13, in order
They're listed in the order operations usually get fixed: understand the problem, give it an owner, redesign the work, write it down, then make it stick. The last two are for specific moments.
Where to paste it
ChatGPT
Create a Project for the advisor and paste into its Instructions. If it says the text is too long, click "Download .txt", upload that file to the Project, and in Instructions write: "Act as the advisor in the uploaded file, exactly as written."
Claude
Create a Project for the advisor and paste everything into the project instructions.
Quickest
Paste it as the first message in a new chat. It works, but you'll repeat it each time, so a Project is better if you'll keep using it.
Already have your context block from the Operations Advisor, or your assessment report? After you set up any other advisor, paste the block as your first message. When your agency changes, ask the Operations Advisor to update it.