Chief of Staff - Speaker Marketing Success

You Goals Decisions Schedule Team Style

New for SMS Members

Build your AI Chief of Staff

Answer six sections of questions and get a custom prompt you can paste straight into Claude and use today.

6Sections

~20Minutes

1Custom prompt

Section 1 of 6

Who are you?

Your AI Chief of Staff needs to know your identity, your business, and who you serve before it can give you useful advice.

Your name

Your speaking niche or topic

What do you speak on? Be specific.

Your typical keynote fee range

Keynotes per year target

Who books you? (your ideal client)

Think job title + company type + what they're planning.

Second business or product line?

Coaching program, online course, membership. Type "No" if not applicable.

Your brand voice in 3–5 words

Section 2 of 6

Your goals

Your Chief of Staff filters every recommendation through these. Be honest about where you're starting from.

Your top goals this year

Add your most important targets with current numbers.

GoalTargetCurrent

Top 3 non-negotiable wins this year

The things that MUST happen, no matter what.

What's the fear underneath the goals?

Section 3 of 6

How you think and decide

This is what turns your Chief of Staff from a yes-machine into an actual strategic advisor. Be honest here.

How do you make decisions?

Your known blind spots or biases

Decisions to protect from moving too fast

What keeps getting deprioritised that actually matters?

Your COS will treat this as a standing agenda item.

Section 4 of 6

Your schedule and energy

Your Chief of Staff should protect your best hours and respect your non-negotiables.

Daily time blocks

Non-negotiables in your week

What does a bad week look like?

Red flags your COS should call out immediately

Section 5 of 6

Your team and key relationships

Your COS needs to know who does what so it can route things correctly and stop you becoming the bottleneck.

Your team (who does what)

VA, social, ops, video — or "None yet" if it's just you.

What to delegate before it reaches you

Key external relationships

Personal relationships that affect work or schedule

Team working preferences (optional)

Section 6 of 6

Your COS personality

The final section. This gives your Chief of Staff its personality and keeps it honest with you.

Name for your AI Chief of Staff (optional)

How should your COS communicate with you?

What should your COS NEVER do?

How should your COS measure its own success?

Anything else your COS must always know?

Done!

Your Chief of Staff prompt

Copy this and paste it into a Claude Project as your project instructions. Your AI Chief of Staff is ready to use.

How to set up in Claude

Go to claude.ai and sign in (Claude Pro required for Projects)
Click Projects in the left sidebar, then New Project
Name your project — e.g. "Chief of Staff" or your COS's name
Click Project instructions (the edit icon at the top)
Paste your prompt and save
Start a new conversation inside the project and begin