Strategic Advisor · Free setup tool

Strategic Advisor Generator

Also called an AI Chief of Staff, Strategic Second Brain, or Operating Brain — same Claude Project, different names.

Build a Claude Project that actually knows your business. Answer a few questions and get expert-level BRIEF instructions — powered by AI, ready to paste into a new Claude Project.

Use this once to build your primary advisor project — the one you'll come back to daily. You don't need a separate project for every topic; one good one carries most of your work.

What changes when you have one

Without instructions

Every chat starts cold. You re-explain your business, your role, what you've already tried. The advice comes back generic — true for any business, useful for none.

With instructions

Claude knows your role, your offers, your constraints, and how you want to be talked to. Recommendations land in YOUR business, not a generic one. The work compounds.

What this tool does

The Strategic Advisor Generator writes a custom Claude Project instructions file built around your business — your role, your tools, your decisions, your edge cases. Drop it into a new Claude Project and Claude will start advising you the way a smart strategist would: with your business context already loaded, no re-explaining required.

Some people call this an AI Chief of Staff, others a strategic second brain or just "the Claude project I open every morning." Same architecture, different names — and this generator builds the BRIEF-framework instructions for any of them.

The BRIEF framework

BRIEF is the instruction-writing system taught in the Claude for Everyone course. It’s how you go from generic AI advice to a Claude Project that knows your business by name.

  • B

    Behavior

    How Claude should respond — tone, structure, pacing, when to push back.

  • R

    Role

    Who Claude is playing — strategist, advisor, second opinion, devil's advocate.

  • I

    Intel

    What Claude needs to know — your offers, pricing, ICP, current goals, recent wins.

  • E

    Edges

    Edge cases and constraints — things to avoid, lines not to cross, exceptions to handle.

  • F

    Format

    How the output should be structured — bullets, tables, markdown, length, sections.

Who this is for

If you're starting with Claude and want one main project to build everything around, this is where you start — whether you run a company, a team, or your own desk.

  • CEOs and executives who want Claude to hold the whole business — strategy, priorities, and context — in one project they open every day
  • Solopreneurs and founders setting up Claude as their strategic second brain
  • Course students working through Module 2 of Claude for Everyone
  • Teams who want one shared Claude Project that speaks for the whole business
  • Anyone tired of re-explaining their business to Claude every chat

How it works

  1. 1

    Answer a short series of questions about your role, your business, and how you want Claude to behave.

  2. 2

    The tool generates a complete BRIEF-framework instructions file, tuned to your business.

  3. 3

    Open claude.ai/projectsCreate Project → paste the text into Settings → Instructions. Done. Claude now knows your business.

    Step-by-step instructions show up after the tool finishes — including which tools to enable in your Project.

Set the layer above your projects too.

Your Strategic Advisor is one Project. Global instructions sit a layer above — they apply to every Claude conversation you have, not just one project: your role, how you want Claude to write, the defaults you never want to type again.

Build your main project here, then set your global instructions once. Every chat starts warmer.

Pair it with

Global Instructions Generator

Build the instructions that apply to every Claude conversation — for you personally or your whole org. Free, no email required.

Build your global instructions →

This tool is part of the Claude for Everyone course and is not affiliated with, endorsed by, or sponsored by Anthropic PBC or Claude AI.

© 2026 Elevate Online. Independent training company. Not affiliated with, endorsed by, or sponsored by Anthropic, PBC. “Claude” is a trademark of Anthropic, PBC.