A Knowledge Vault Checklist For a New Client Profile

This is the tick list for a new client profile. The reason the list exists is in our article, How to Build a Personal Knowledge Vault for AI. The questions to ask in the kickoff are in our article, What to collect from a client before the first AI draft. Our article, What Is TheAlterMeAI, is where the tabs sit. Use this page with the profile open.

One profile per client. Our article, How to keep three client voices apart, is that rule. Do not tick this list on a shared profile and hope the names keep the brands apart.

Before Any Draft

• The profile is named the way the client is named in public.
• Brand kit: logo, colours, and type are in Knowledge Vault, then Brand kit.
• Business & audience says what they do, who they serve, and the pain, in a sentence a stranger could not swap onto a competitor.
• Industry categories: up to three, and they match the work you will actually post about.

The Material A Month Needs

Store Knowledge uses fixed tabs. You do not make your own folders. Put each note in the tab it belongs to, in the client's words.

• Offers & pricing. What they sell, who each offer is for, and the price.
• Proof & results. Numbers, names, and outcomes they will let you publish. If they will not publish it, it is not in the vault.
• Customer stories. One before-and-after in the customer's words.
• Objections & FAQs. The questions people ask before they buy, and the answer that should be repeated.
• Positioning. A belief they would defend that most competitors would not say.
• Voice & guardrails. How they sound, phrases they never use, and any disclosure the post must include.
• Additional context. A timeline, a policy, or a constraint that does not fit above. Empty is allowed. Invented background is not.

Each tab starts with an example. Replace the example. Leaving the example in the vault means a draft can quote a fictional business.

Before You Schedule The Month

• At least one offer, one proof point, and one story are real, not the example text.
• The never-say list exists, even if it is three phrases.
• The networks in the proposal are connected on this profile, not on another client's.
• You have read one generated post against the voice essay: our article, How Social Media Managers Can Use AI Without Losing Client Voice.

A single introductory post can go out from Business & audience and the brand kit. A month should wait for the offer, the proof, and the story. Our article, How to run LinkedIn, Instagram, and Facebook from one calendar, is the calendar to fill after the ticks, not before.

After The First Month

• Add the objection you actually heard, if it was not on the list.
• Add the proof you earned, if the client will publish it.
• Remove anything that is no longer true. A stale price in the vault becomes a stale price in the next draft.

Create your account and open the profile you are about to fill. The checklist is finished when a stranger could tell this client from the next one in the same industry, using only what is in the vault.