What if you had a teammate who:

• Never forgot anything
• Worked 24/7 without complaining
• Got better at their job every single day
• Could handle your boring tasks

You already have one.

Your agent only knows what you tell them.

Think of it like this: It's your agent's first day. They're brilliant, but they know nothing about your job yet.

They don't know:

• Who your clients are
• What tone you use
• What "good" looks like for you
• The conversation you just had

❌ Bad:

"Write a follow-up email."

✅ Good:

"Write a follow-up to Sarah at Acme Corp — we met last Tuesday, she was interested in our SEO package, her main concern was cost. Keep it warm and mention the case study I sent."

• Access to the tools — Ad accounts, email, client data
• Background info — Client history, brand voice, preferences
• Clear instructions — What you want done and why
• Examples — Show them what "good" looks like

You wouldn't ask a new hire to "just figure it out". Don't do it to your agent either.

Talk through the approach first.

5 minutes of planning saves 30 minutes of rework.

🧑 Andy: "I want to track how much our AI tools cost."

Instead of stopping there, he added context...

🧑 Andy: "I need daily costs, which tools are expensive, and alerts when something spikes. Can you outline your approach first?"

🤖 Charlie: "I'll track daily, compare to averages, and send you a morning summary with spikes flagged."

🧑 Andy: "Perfect. Build it."

✅ Result: A dashboard that runs itself every morning. Caught a problem on day one that was costing hundreds per week.

What do you spend hours on that feels repetitive?

• Monthly client reports?
• Follow-up emails?
• Pulling data from ad platforms?
• Scheduling and calendar management?
• Copying numbers between spreadsheets?
• Checking the same things every morning?

Those are perfect for your agent.

Your agent keeps notes between conversations.

But they can forget older stuff — especially if a lot's happened since.

If something's important, tell them to write it down.

Think of it like this: You have a shared notebook. If you want them to remember client preferences, tone guidelines, or how you like things done — make sure it's written down somewhere they can find it.

• Be specific. "Professional but warm" > "make it good"
• Give examples. One example beats ten paragraphs of explanation
• Say what good looks like. Show them a previous email you loved
• Correct them when they're wrong. They learn from it
• Link to files. "See the client brief doc" instead of copying everything into chat

Charlie (Andy's agent):

• Manages daily operations
• Catches problems before they become issues
• Builds tools overnight while Andy sleeps
• Spotted a cost problem that was burning hundreds per week

The others:

• Sammy handles ad performance analysis
• Brian helps with sales outreach and follow-ups
• Tom supports Steve's workflow

• Megan: Your monthly client reports are generated automatically. You just review and send.
• James: Your entire follow-up sequence is drafted and ready to review. No more forgetting to follow up.
• Everyone: Get alerts when ad performance drops. Before the client notices.
• Everyone: Spend less time on boring tasks, more time on work that actually matters.

All of this is possible. Starting this week.

Your agent works best when you invest in it.

The more context you give, the better it gets.

The more you correct it, the smarter it becomes.

The more you use it, the more time you save.

It's a partnership, not a magic button.

Context is everything

Plan before building

Treat them like a teammate

What questions do you have?

What tasks are you most excited to hand off?