Free wins · ChatGPT or Claude

Never paste client PII into a consumer AI chat

The free win is a habit and a checklist, not a feature toggle. Names, dollars and documents stay out unless the tool is approved.

Who it’s for
Employees, sole operators and companies
Software
ChatGPT or Claude
Setup
10 minutes
Gives back
Regret, every week

Step-by-step walkthrough

  1. Write a three-line personal rule: no names, no account numbers, no unreleased figures in consumer chats
  2. Replace real names with Role A / Client B when you need structure help
  3. Strip attachments down to the question you are asking before you upload

Get the rest of the steps and the one-page PDF

Steps 4 and 5, what to watch for, and a one-page PDF to keep.

Where the recovered time should go

Not into doing more of the same. That is the whole argument — the hour you get back isn’t a cost you’ve cut, it’s a return you can finally collect. Put it on a client, on the person you have been meaning to train, or on the work that has been good enough for two years.

If there are twenty of these

The Analysis finds them all in about two weeks.

Along with the work that repeats and the knowledge sitting in one person’s head. You get the free wins in the report whether or not anything gets built.

Book a discovery call