No. 003
Set up ChatGPT properly,in 15 minutes.
Chin Gregory presents · a guide on ai tools · runtime 15 min
Free guide · No. 003 · AI Tools

Set up ChatGPT properly, in 15 minutes.

Get ChatGPT answering like it already knows you and your business. Pick a plan, paste in your custom instructions, and set memory the way you want it.

Takes
15 minutes
Needs
A ChatGPT account (free is fine to start)
Costs
Free, or a paid plan if you choose one

In 15 minutes ChatGPT will know your name, your business, who you serve and how you like answers. You write it once and it applies to every chat, so you stop starting from scratch.

What you’ll need.

Get these set up first. Everything below uses them.

Some of these are affiliate links. If you sign up through one, I may earn a commission, at no extra cost to you. See every tool I use.

01

Pick your plan

Start free. Pay when a missing feature is costing you time.

ChatGPT has four plans for one person: Free, Go, Plus and Pro. Everything in this guide works on Free, so you can set it all up today.

Prices change by country, so check the pricing page for yours before you pay.

  1. Free: right for trying it out.
  2. Go: more messages, more uploads and longer memory. OpenAI says this plan may include ads.
  3. Plus: right for most solo business owners. It adds Projects, scheduled tasks and custom GPTs.
  4. Pro: for people who use it all day for research or heavy work.

See the current plans here: chatgpt.com/pricing ↗

02

Tell this page about you

Your answers write your custom instructions in the next step. They stay in your browser and nobody else sees them.

Write it as a full sentence starting with "I".
How you like answers
How techy are you?
Keep your answers short. On the Free and Go plans, custom instructions hold up to 1,500 characters. Paid plans hold up to 5,000. One line per box is plenty.
03

Paste in your custom instructions

This is the big one. Custom instructions apply to every chat straight away, so ChatGPT starts each one already knowing you.

On a computer

  1. Go to chatgpt.com and sign in.
  2. Click your profile icon, open Settings, then click Personalization.
  3. Make sure Enable customization is switched on.
  4. Paste your instructions below into the Custom Instructions box and save.

On your phone

  1. Open the ChatGPT app and tap your profile icon to open Settings.
  2. Tap Customize ChatGPT, check Enable customization is on, and paste your instructions.
Your custom instructions
I'm [YOUR FIRST NAME]. [YOUR BUSINESS IN ONE LINE]
My customers: [WHO YOU SERVE]

How to answer me:
- Short answers. The answer first, then only the detail I need.
- I'm not technical. Explain tech steps like I've never done them and tell me where to click.
- Write in British English (colour, organise).
- Plain words, short sentences, no jargon unless I use it first.
- Anything my customers will read should sound like a real person wrote it.
- If my question is unclear, ask me one short question first.
- Never make up facts, numbers or quotes. If you're not sure, say so.

If you see short boxes for your nickname and what you do, fill those in too. They help ChatGPT pitch answers at the right level.

Start a new chat and ask: "What do you know about me and my business?" It should read your answers back to you.
04

Pick how it talks to you

One dropdown changes the tone of every answer. Pick it once.

  1. Stay in Settings, then Personalization.
  2. Use the dropdown next to Base style and tone.
  3. Pick one. Efficient gives you direct answers with no extra words. Professional is polished and formal. Candid is direct and gives straight feedback. Default is clear and neutral.
Your instructions still win. When you ask for an email, a post or a document, ChatGPT matches the tone you ask for in that chat. The base style is how it talks to you.
05

Choose what ChatGPT remembers

Memory lets ChatGPT pick up details from your chats, so you repeat yourself less over time.

  1. Go to Settings, then Personalization, then Memory.
  2. Reference saved memories: lets ChatGPT use details it has saved about you.
  3. Reference chat history: lets ChatGPT use relevant details from your past chats.
  4. Read your memory summary. Type a correction in the box, or delete anything you don’t want it to use.
Your settings may look slightly different. OpenAI shows different memory controls depending on your plan and country. Use the ones you see. You can also just ask ChatGPT: "What do you remember about me?"
Want one chat kept out of memory? Start a temporary chat. It won’t create or update memories.
06

Check your data settings

One switch decides whether your chats help train OpenAI’s models. Choose on purpose.

  1. Go to Settings, then Data controls.
  2. Find Improve the model for everyone. On means your chats can be used to train future models. Off means they won’t be.
  3. If you paste client details into ChatGPT, most people turn it off.

Then put ChatGPT where you work: get the app on your phone, and the desktop app on your computer if you use it every day. Sign in with the same account and your settings come with you.

A prompt to try
Look at what you know about me and my business. Then suggest 5 jobs I do every week that you could help me with, starting with the one that would save me the most time. Keep each one to two lines.
That’s it. ChatGPT is set up and knows who it’s working for.
07

Take your downloads

Tick what you want. Each file is written from your answers in step 2.

Your tools, one more time.

If something goes wrong.

It won’t save my instructions

They’re probably too long. Free and Go plans hold 1,500 characters. Cut the optional lines, or shorten your business and customer descriptions to one short line each.

ChatGPT ignores my instructions

Check Enable customization is switched on in Settings, then Personalization. If it is, start a new chat and make the line it missed shorter and clearer.

I can’t find Personalization on my phone

On the app it’s called Customize ChatGPT. Tap your profile icon to open Settings and look there.

It remembered something wrong

Go to Settings, Personalization, then Memory, and correct it in your memory summary. Or tell it in a chat: "That’s out of date. I don’t run the group programme any more."

My memory settings don’t match this guide

OpenAI shows different memory controls by plan and country, and changes them often. The names in this guide come from OpenAI’s help pages in October 2026.

What’s next

Now put AI to work.

Your AI knows who you are and what you sell. In my free live workshop I show you how I use Claude to sell my digital products and bring in customers every day.

Format
Free live workshop