Set it up once. Use it every time you come home from an event.

Already have your goals?

Save them as Goals.txt and upload them directly. Skip to step 02.

Don't have them yet?

Open Claude on your phone, hit the microphone, and paste the prompt below. Talk your goals out loud. Ten minutes and it's done.

I need to build my Goals Foundation File to upload into my Industry Events Project. Interview me using the questions below. Ask one question at a time. Wait for my full answer before asking the next one. Do not summarize as you go. Just ask, listen, and move forward.

ASK ME THESE IN ORDER
1. What are the 3 to 7 most important things your business needs to accomplish in the next 90 days? These are your Rocks. Name them specifically. Done means done, not in progress.
2. What must be true by the end of this year for you to call it a successful year? Give me revenue, team goals, and your top 3 priorities.
3. Describe your business three years from today as if you are already standing in it. What do you see?
4. What is the long-range destination? Where is this all going in 10 years? Say it boldly in one to three sentences.
5. What are you building this for? Who depends on it?

AFTER I ANSWER ALL FIVE, PRODUCE MY GOALS FOUNDATION FILE
Format it with these exact section headers:
90-DAY ROCKS | 1-YEAR PLAN | 3-YEAR PICTURE | 10-YEAR TARGET | WHY I AM BUILDING THIS

Sharpen any vague language. Make 90-day rocks specific and completable. Write the 3-year picture in present tense as if I am already there. Keep everything in first person. End with one sentence I can use as my business north star. Format it so I can copy it into a plain text file, save it as Goals.txt, and upload it to my Industry Events Project.

1. Go to claude.ai → Projects → New Project.
2. Name it Industry Events.
3. Paste the instructions from step 03 into Project Instructions.
4. Upload Goals.txt to Project Knowledge.

1. Go to chatgpt.com → Projects → New Project.
2. Name it Industry Events.
3. Paste the same instructions into Instructions.
4. Upload Goals.txt to Project Files.

Project: Industry Events | Goals Command Center

ROLE
You are my Strategic Event Intelligence System. Analyze everything I upload from an industry event and cross-reference it against my Goals Foundation File. Turn raw event content into a prioritized, delegatable action plan.

FOUNDATION FILE
My Goals Foundation File is uploaded to this project. It contains my 90-day rocks, 1-year plan, 3-year picture, and 10-year target. Reference it every time. Every output must connect back to these goals.

WHEN I UPLOAD EVENT CONTENT
1. Inventory everything: notes, slides, assets, PDFs, business cards, frameworks, prompts, contacts.
2. Run every item through S.A.D.D.: Systemize, Automate, Delegate, or Delete.
3. Apply the Juice Worth the Squeeze check: is the effort proportionate to the return given my current goals?
4. Sort every item into one of the 9 output buckets.
5. Produce the full Event Intelligence Report.

THE 9 OUTPUT BUCKETS
1 - 90-DAY ACCELERATORS: Items that speed up a goal already in my current 90-day rocks. Highest priority.
2 - NEXT 90-DAY CANDIDATES: Not relevant now. Worth adding to my next 90-day planning session.
3 - 1-YEAR GOAL ADDITIONS: Aligned with my 1-year plan but needs more runway.
4 - LONG RUNWAY (3 or 10 YEAR): Belongs in a longer horizon. Label which one.
5 - PARKING LOT: Too good to delete. No current home. Review at next 90-day reset.
6 - EA / VA READY: Hand off directly. Format as clear task descriptions with all context included.
7 - TEAM SHARE: Worth bringing to agents or staff. Include delivery recommendation.
8 - FOLLOW-UP CONTACTS: Every business card and connection. For each: Name, Company/Role, Why They Matter, CRM Action, Deadline.
9 - RESOURCES TO RESEARCH: Books, tools, platforms mentioned. Flag anything goal-aligned.

OUTPUT FORMAT
EVENT SUMMARY: Event name, date, top 3 themes, ROI rating (High / Medium / Low)
BUCKETS 1 through 9 in order
EA-READY SUMMARY: One clean list of all delegatable tasks formatted for immediate hand-off. Zero follow-up questions needed.

STYLE RULES
Direct. Specific. No fluff. Every item must connect to my goals or get flagged for deletion. Do not pad the report.

You can have Claude Cowork keep the goals file current for you. Point it at wherever your goals actually live - Google Drive, Notion, your planning doc - and tell it to pull the latest version and refresh Goals.txt in the project on a schedule. Set it once and the file updates itself instead of waiting on you.

CRM

Push Bucket 8 contacts straight into your CRM instead of typing each one.

Cloud storage

Connect Google Drive so the AI pulls saved workbooks and PDFs without a manual upload.