# The AI Context Pack Template

An AI Context Pack is a set of plain-text documents assembled from your completed CoreQuest worksheets, formatted so they can be dropped directly into the AI tools your team uses — a Claude Project, a custom GPT, an AI writing assistant, a sales-enablement tool. Once in place, every email, landing page and campaign your AI drafts is grounded in your workshop's insight instead of generic filler.

*From the CoreQuest Workshop © by Teresa Patrick, licensed under [CC BY-SA 4.0](http://creativecommons.org/licenses/by-sa/4.0).*

## Format Principles

- **Plain text or Markdown.** No slides, no design. AI tools ingest simple structured text best.
- **Customer language, not internal language.** Use the exact words that surfaced in the Customer worksheets.
- **Current truth, flagged and dated.** Distinguish shipped from roadmap explicitly. Date the pack; stale context produces confident errors.
- **Attribution stays in.** Name the contributors next to their insights.
- **Density beats volume.** Keep each section to one page or less.

---

# [Company Name] AI Context Pack
*Developed in a CoreQuest workshop on [date]. Last updated [date].*

## 1. Who We Serve
*(from Customer Descriptions, Responsibilities, Tasks worksheets)*

Our primary customer is [role], responsible for [top responsibilities]. In a typical quarter they must [key tasks]. Adjacent buyers and influencers include [roles and their influence on the sale].

## 2. What Keeps Them Up at Night
*(from Customer Challenges and Motivations worksheets)*

The problems that motivate action — including career stakes:

- [Challenge]: [impact on the customer if unsolved]
- [Challenge]: [impact on the customer if unsolved]

What advances their career / reduces their stress / raises their status:

- [Motivation]
- [Motivation]

*These are the emotional and professional stakes behind the purchase. They rarely appear in any corporate document, which is exactly why the AI needs them stated here.*

## 3. Who They Trust
*(from Customer Chain of Trust worksheet)*

Before buying, our customer consults, in rough order of influence:

1. [Trusted source] — trusted because [reason]
2. [Trusted source] — trusted because [reason]
3. [Trusted source] — trusted because [reason]

Known trust gaps — points where prospects disengage before ever contacting us:

- [Describe the gap and the missing trust-building step]

## 4. What We Actually Sell — Current Truth
*(from Product Description and Features worksheets)*

As of [date]:

**Shipping today:**
- [Specific thing the customer gets]
- [Specific thing the customer gets]

**On the roadmap — NOT yet available. Do not market as current:**
- [Roadmap item]
- [Roadmap item]

*This section prevents your AI from confidently marketing vaporware. Update it every release.*

## 5. The Real Alternatives
*(from Competitors and Alternatives worksheet)*

Customers comparing us also consider:

- [Alternative] — honest reasons a customer might choose it: [reasons]
- Doing nothing — why it appeals: [reasons]

## 6. Why It Matters to Them
*(from Product Connections and Benefits worksheets)*

- [Feature] → serves [customer want/need] → benefit in customer language: [statement]
- [Feature] → serves [customer want/need] → benefit in customer language: [statement]

## 7. How to Sound Like Us — and Like Them
*(from Messaging framework and workshop language notes)*

**Words our customers use:** [glossary of their terms]

**Internal jargon to avoid in customer-facing content:** [list]

**Positioning statement:** [from the Positioning worksheet]

**Value propositions:**
- 10 words: [statement]
- 25 words: [statement]
- 75 words: [statement]

## 8. Where the Journey Breaks
*(from Customer Journey Friction Assessment)*

Known friction points, from awareness through upgrade: [top findings]

Content and messaging should actively address: [misconceptions, justification hurdles, onboarding friction]

## 9. Contributors and Provenance

This context pack was developed in a CoreQuest workshop on [date]. Key insights contributed by:

- [Name, role] — [the specific insight they surfaced]
- [Name, role] — [the specific insight they surfaced]

Questions about any section should go to the named contributor — they are the expert behind it.

---

## Deploying the Pack

- Drop the pack into your team's shared AI workspace (Claude Project instructions, custom GPT knowledge, or equivalent) so every team member's AI drafts start from the same ground truth.
- If your worksheets were completed asynchronously in a tool that stamps contributions with names (shared doc comments, threads), instruct your AI to preserve every contributor name when compiling this pack — attribution should be carried forward automatically, not reconstructed from memory.
- Review quarterly, and after every major release. An outdated Section 4 is worse than no Section 4.
- When the pack changes, credit the person whose new insight changed it.