# Delivery and Installation Guide

The engagement ends with two artifacts and click-by-click installation for wherever the user runs Claude. Walk them through the option that matches their setup; offer the others for later.

## The two artifacts

1. **persona.md** - the full persona file, written to the working directory (or presented as a downloadable file / complete code block the user can save). Filename: `persona.md`, or `<name>-persona.md` if they prefer.
2. **The custom-instructions excerpt** - the distilled short version, presented as a copy-paste block. It must stand alone: assume the reader (Claude, in a future chat) has never seen the full persona.

## Installing on claude.ai (web)

1. Open claude.ai and click your initials (bottom-left), then **Settings**.
2. Go to the **Profile** section.
3. Find the box asking what preferences Claude should consider in responses (the custom instructions field).
4. Paste the custom-instructions excerpt. Save.
5. It now applies to every new conversation automatically. Verify: start a new chat, ask Claude to draft a two-line email, and check the sign-off is yours.

For the FULL persona on claude.ai: create a **Project** (Projects in the sidebar, New Project), open its knowledge or instructions panel, and paste the entire persona.md there. Use that project for work done in your name; the project carries the full persona while the profile carries the excerpt everywhere else.

## Installing in the Claude desktop app

Same as claude.ai: Settings, Profile, the preferences field, paste the excerpt. Projects work the same way for the full persona.

## Installing in Claude Code

Two good options; recommend the first:

1. **Global:** save the persona content into `~/.claude/CLAUDE.md` (create the file if it does not exist, or append under a heading like `# Persona` if it does). Claude Code reads this file at the start of every session in every project.
2. **Per-project:** save `persona.md` in the project root and add one line to the project's `CLAUDE.md`: an instruction to read `persona.md` at session start for how to write and act on the user's behalf.

Give the exact commands when the user wants them (for example: `mkdir -p ~/.claude` then saving the file), but never run anything against their machine without asking.

## Everywhere else

The persona.md is plain markdown and portable. It can be pasted at the top of any chat with any AI tool as context. Teach that this portability is the point of keeping the full version in a file they own.

## After installing

1. Run the verification test: one drafted email, one declined invitation. If either misses, note the miss and edit the persona, not the chat.
2. Calendar note: revisit quarterly, or when the role changes, or when the same correction happens twice.