Marina Ritchie AI Strategy and Adoption

Resource 06, free. AI for Professionals

Every client tool in your own brand, without repeating yourself.

One brand file your AI assistant reads every time. Your colours, fonts, voice and disclaimer, applied to every calculator, chart, summary and document it builds. Fill it in once. Works with Claude as a skill, and with ChatGPT, Gemini and Copilot as instructions.

The retire at 60 or 65 calculator shows what an interactive tool does in a client meeting. The next question every practice asks is how to make the one their assistant builds look like theirs. The answer is a text file, not a design project.

What goes wrong without it

  • Every tool comes out in whatever colours the assistant picked that day.
  • The disclaimer gets paraphrased, shortened, or left off.
  • You paste the same brand details into every prompt, and forget half of them.
  • Three people in the practice build three different-looking tools for the same client.

What this does

  • One brand file: colours as hex values, fonts with fallbacks, logo rules, the exact disclaimer, five lines on voice.
  • Instructions the assistant follows so the file is applied to every client-facing output, without being asked.
  • A worked example, filled in, so you can see what good looks like.
  • The first recipe: the scenario calculator, with its formula and check figures, ready to adapt to any client decision.
  • Where to put the same file in ChatGPT, Gemini and Copilot, so the whole team builds from one record.

The file is the record. When a colour or the disclaimer changes, change the file and every tool after that follows.

Get the skill

Free. Yours to use at work and share with your team.

  • The skill folder, six text filesInstructions, brand file template, worked example and the first recipe. Served from this site. Claude fetches them for you.
  • The six step guide, PDFFill in the file, install it, use it, keep it current.
Read the skill files Read the guide, PDF

No form, no zip. Paste the install prompt below into Claude and it fetches the files. If you use it, I would like to hear how. hello@marinaritchie.com

Six steps

Twenty minutes the first time. After that, the file does the work.

  1. Fill in the brand file

    Copy brand.md.template to brand.md and work through it top to bottom. Hex values for colours, the exact disclaimer wording, five lines on voice. If you only know a colour from your logo, open the logo in any image viewer and use its colour picker.

  2. Install the skill in Claude

    Paste the prompt below into Claude Code. It fetches the six files from this site, puts them in ~/.claude/skills/practice-brand/ and checks that SKILL.md sits directly inside that folder, not one level deeper. Start a new session afterwards. If you would rather run the commands yourself, they are beneath the prompt.

  3. Put the brand file in your other assistants

    ChatGPT project instructions or a custom GPT, a Gemini gem, a Copilot agent. The same text in each. The other-assistants.md file in the folder says exactly what to paste where.

  4. Ask for something in your brand

    "Build the retire at 60 or 65 calculator in our brand." "Write a client summary of these three scenarios in our brand." The assistant reads the file and applies it.

  5. Check the output

    Colours and fonts from the file, the disclaimer word for word, the numbers against the check figures in the recipe. If something is off, say "that is not in our brand file" and it will correct it.

  6. Keep the file current

    When a colour, a font or the disclaimer changes, change brand.md and tell the assistant. For a team, share the folder with your filled-in file and everyone installs the same one.

Ask Claude to install it

Install the practice-brand skill from marinaritchie.com into my personal skills folder.

Download these six files from https://marinaritchie.com/skills/practice-brand/ keeping the same paths: SKILL.md, README.md, brand.md.template, other-assistants.md, examples/marina-ritchie-brand.md, references/scenario-calculator.md.

Put them in ~/.claude/skills/practice-brand/ and confirm that SKILL.md sits directly inside that folder and not one level deeper.

Then open brand.md.template and help me fill in brand.md. Ask me for the missing details once, together.

Or run the commands yourself

# make the skill folder, with its two subfolders
mkdir -p ~/.claude/skills/practice-brand/examples ~/.claude/skills/practice-brand/references
cd ~/.claude/skills/practice-brand

# download the six files from the website
for f in SKILL.md README.md brand.md.template other-assistants.md examples/marina-ritchie-brand.md references/scenario-calculator.md; do
  curl -fsSL "https://marinaritchie.com/skills/practice-brand/$f" -o "$f"
done

# check it worked: you should see SKILL.md listed
ls ~/.claude/skills/practice-brand/

What is in the folder

Six plain text files, served from marinaritchie.com/skills/practice-brand/. Nothing to compile, nothing to pay for.

  • SKILL.mdThe instructions the assistant follows. You do not need to edit it.
  • brand.md.templateThe form you fill in. Copy it to brand.md.
  • examples/marina-ritchie-brand.mdA filled-in example, using this site's own design system.
  • references/scenario-calculator.mdThe first recipe: a what-if tool with two scenarios, the retirement example, its check figures, and how to adapt it to another decision.
  • other-assistants.mdWhere to put the brand file in ChatGPT, Gemini and Copilot.

What it does not do

  • It does not make every assistant produce the same layout. Each designs its own. The colours, fonts, wording and numbers are what stay the same.
  • It does not replace your licensee's approval of AI tools, or your record keeping. Illustrations stay illustrations.
  • It does not draw a logo. Supply a logo file and the assistant places it. It never redraws one.

The brand file is the easy part.

One real AI use case a day, with the tool to go with it. If your practice is trying to work out which AI uses are actually worth adopting, that is the work I do.

Book an AI Reality Check

Not ready to book? Email hello@marinaritchie.com and start the conversation.