1. Choose one useful starting scope
Pick one course, offer, or recurring client problem. List the questions you want the assistant to help with and the topics it should not cover. A focused scope makes it easier to judge whether an answer reflects your teaching.
2. Inventory the source material
For each lesson, document, or recording, note its title, topic, intended audience, and whether it is current. Record where the authoritative version lives. Flag conflicting versions so an outdated recommendation does not carry the same weight as your current method.
3. Check permissions and remove private details
Use material you own or have permission to use for this purpose. Review recordings and transcripts for names, contact information, client business details, and third-party material. Remove information that is unnecessary for teaching the method before sharing it for the build.
4. Explain the framework, not just the conclusion
Include the steps you use, the conditions that change your recommendation, and examples of common mistakes. A statement such as “fix the offer first” is more useful when the material explains how you identify an offer problem and what evidence would change that advice.
5. Prepare questions for review
Collect routine questions, ambiguous questions, and out-of-scope requests. For each, write the principles an acceptable answer should include and whether it should ask a follow-up question or refer the client to a human. Keep examples free of identifying client details.
6. Plan for updates
Decide which source is authoritative when your method changes and who will review new material. Treat the launch content as a maintained teaching resource. Ask how updates and ongoing review will be handled during the project scope discussion.