Switching From ChatGPT to Claude? Here's How to Bring Everything It Knows About You

Jerad Larkin

22 hours ago

10 min read

Updated: 17 hours ago

How do you switch from ChatGPT to Claude without starting over?

Have ChatGPT export everything it knows about you into a file, upload that file to Claude, and have Claude turn it into a skill it uses on every task. Two prompts, about 20 minutes.

https://youtu.be/0-m9Jz--j3k

Grab the two prompts

Everything in this post is free and there's nothing to sign up for. Copy each prompt between the lines and paste it exactly where it says.

Prompt 1: paste this into ChatGPT

I'm moving my work to another AI assistant and I want to bring everything you know about me with me. Please create a complete export of everything you know about me, my business, and how I like to work.

Pull from your saved memories, my custom instructions, and patterns you've picked up from our past conversations. Be thorough. I would rather you include too much than too little.

Organize it as a Markdown document with these sections:

1. About Me: name, role, company, brokerage or employer, market areas, years in the business, licenses or designations

2. My Business: what I sell or offer, my niche, price points, specialties, team structure, business goals

3. My Clients: who I work with, my ideal client, common client questions and objections

4. My Voice and Writing Style: tone, words and phrases I use, words I avoid, how I format things, examples of writing I liked or corrected

5. My Marketing: platforms I use, content types, recurring content series, what has worked, CTAs I use

6. Tools and Tech: software, CRM, apps, and AI tools I use

7. Recurring Tasks and Workflows: things I ask you to do repeatedly and exactly how I like them done

8. People and Relationships: business partners, team members, vendors, lenders, and other key contacts (roles only, no private details)

9. Preferences and Pet Peeves: formatting, length, things I've corrected you on, things I never want you to do

10. Current Projects and Goals: what I'm working on now and what I'm working toward

11. Anything Else: anything useful that doesn't fit above

Rules:

- Use my exact wording whenever you remember it, especially for instructions and corrections.

- Mark anything you are unsure about with (unconfirmed).

- Do NOT include passwords, account numbers, Social Security numbers, client personal information, health information, or financial account details.

- If a section has nothing, write "Nothing on file" so I know to fill it in.

Save it as a downloadable file named my-ai-profile.md. If you can't create a file, put the whole thing in one code block I can copy.

After the file, list up to 10 things you think you might have missed or that I should add myself.

Prompt 2: upload your file to Claude and paste this

I just moved over from ChatGPT. The attached file is everything my old AI knew about me and my business. I want you to turn it into a permanent skill so you use it every time I ask you to do something.

Please do the following:

1. Read the whole file. Tell me in a few bullets what you learned about me, and flag anything that seems outdated, contradictory, or marked (unconfirmed).

2. Ask me up to 5 short questions to fill the most important gaps, especially about my voice, my ideal client, and how I want things formatted. Wait for my answers before building.

3. Build a skill called "[my first name]-brand-brain" (lowercase, hyphens). Structure it like this:

• A description that tells you to use it for ANY content, copy, email, social post, script, listing description, client communication, marketing, or business task I ask for. Make the description specific enough that you reliably load it.

• Sections for: who I am, my business, my clients, my voice and writing rules (with do and don't examples), my marketing, my tools, my recurring workflows, and my preferences and pet peeves.

• Write it as instructions to yourself, not a biography. Example: "Write in short paragraphs. Never use the phrase 'dream home.'"

• Keep it focused. Put long reference material (contact lists, link libraries, examples) in separate reference files inside the skill instead of the main file.

4. Do not include passwords, account numbers, client personal information, or health or financial details, even if they're in the file.

5. Save the skill so I can install it. If you can show me a save button for the skill, do that. Otherwise give me the skill as a downloadable .zip and tell me exactly where to upload it in Claude's settings.

6. Last, write a short 5 to 8 line summary of my most important preferences that I can paste into my Claude profile settings, so they apply even when the skill isn't loaded.

The full walkthrough is below.

The real reason agents won't switch

I teach AI classes to real estate agents all over the Denver Metro area. Almost every time Claude comes up, someone says some version of this:

"I'd try it, but ChatGPT finally knows me. I don't want to start over."

That's a fair concern. If you've used ChatGPT for a year, it knows your market, your brokerage, how you write, and the phrases you can't stand. Starting from a blank chat feels like training a new assistant from scratch.

Here's the thing: you don't have to. Everything ChatGPT knows about you can be pulled out into one file. And once that file is in Claude, you can turn it into something more useful than what you had before.

What we're building (and why a skill beats a memory dump)

There are two ways to get your information into Claude.

Option 1: Claude's built-in memory import. You go to Settings > Memory, click Start import, paste what your old AI gives you, and click Add to memory. It's fast, and I'd use it.

The limitation: Anthropic's own help article calls memory import experimental. It pulls out facts about you and saves them as individual memories. That's great for "I work in Littleton and I'm with a brokerage." It's not built to hold a full playbook for how you write a listing description or run your open house follow-up.

Option 2: A Brand Brain skill. A skill is a set of instructions Claude loads whenever a task calls for it. Think of it as a training manual that Claude reads before it starts working for you.

I built one for myself. I call it my Mile High Brand Brain. It holds my voice, my audience, my compliance rules, my links, and how I want every type of content built. When I ask Claude Cowork for a caption, an email, or a class description, it pulls in that skill first. I don't re-explain myself anymore.

My recommendation: do both. Memory handles the basics. The skill handles how you work.

Step 1: Get everything out of ChatGPT

Open ChatGPT and paste Prompt 1 from the top of this post. Here's what it asks for:

About you: role, brokerage, market areas, years in the business
Your business: niche, price points, specialties, team structure, goals
Your clients: who you serve, common questions and objections
Your voice: tone, phrases you use, words you avoid, corrections you've made
Your marketing: platforms, content types, what's worked, the CTAs you use
Your tools: CRM, apps, and AI tools
Your recurring tasks: the things you ask it to do over and over, and exactly how you like them
Key relationships: lenders, partners, vendors (roles only)
Pet peeves: formatting, length, and anything you never want it to do
Current projects and goals

A few things in that prompt matter more than they look:

"Use my exact wording." Your corrections are the most valuable part of the file. "Stop saying 'nestled'" is worth more than a paragraph about your brand.
"Mark anything you're unsure about." AI will fill gaps with guesses. This makes the guesses visible so you can fix them.
"Do NOT include passwords, account numbers, or client personal information." You're about to move this file around. Keep it clean from the start.
"List up to 10 things you might have missed." This is where you catch the stuff it forgot.

The prompt asks ChatGPT to save everything as a downloadable file called my-ai-profile.md. If it can't create a file for some reason, it'll give you one block of text to copy instead. Either works.

Step 2: Read the file before you upload it

Don't skip this one.

ChatGPT's memory is thinner than most people expect. According to OpenAI's memory FAQ, it works from saved memories plus what it picks up from your chat history. That's not a full transcript of everything you've ever told it.

So you'll probably find:

Things that are out of date (your old brokerage, a team you left)
Things that are missing (your newest listing process, your farm area)
Things that are wrong (guesses it presented as facts)

Take ten minutes. Delete what's wrong, fix what's stale, and add what's missing. The better this file is, the better Claude works for you from day one.

Step 3: Upload the file to Claude and turn it into a skill

Open Claude, attach your file, and paste Prompt 2. It tells Claude to do six things:

Read the file and summarize what it learned. You'll see right away if something got lost.
Ask you up to 5 questions. This fills the gaps that matter most, like your voice and your ideal client.
Build a skill called [your-first-name]-brand-brain. Organized into sections for your business, clients, voice, marketing, tools, and workflows.
Leave out sensitive information, even if it slipped into the file.
Save the skill so you can install it, or give you a .zip with upload instructions.
Write a short preferences summary you can paste into your Claude profile settings.

Why the skill description matters more than the name

People ask me what to name their skill. The name doesn't matter much. The description does.

Claude reads each skill's description to decide whether to use it. If the description says "information about Sarah," Claude may not reach for it when you ask for an Instagram caption. If it says "use for ANY content, email, social post, listing description, or client communication," Claude will reach for it constantly.

That's why Prompt 2 spells out what the description should cover. You want it broad enough that Claude loads it for almost everything you do.

Why it's written as instructions, not a biography

"Sarah has been in real estate for 12 years and loves helping families" is nice to know. It doesn't change what Claude writes.

"Write in short paragraphs. Never use the phrase 'dream home.' Always end listing emails with a question" changes everything. Prompt 2 tells Claude to write the skill as rules for itself.

Step 4: Install the skill

Depending on where you're using Claude, you'll either get a save button right in the chat or a .zip file.

If you get a .zip, here's where it goes, according to Anthropic's skills help article:

Go to Customize > Skills
Click +, then + Create skill
Choose Upload a skill
Upload the .zip

Two quick notes:

Skills require code execution to be turned on in your settings.
If you're on a Team or Enterprise plan, your admin may need to turn skills on first.

If you use Claude Cowork, skills are already part of how it works. That's where I use mine every day.

Step 5: Test it

Open a new chat and ask for something you do every week. For example:

"Write an Instagram caption for my new listing in Highlands Ranch."
"Draft a follow-up email to a buyer who went quiet after two showings."
"Give me three ideas for my next client event."

Then read what comes back and ask yourself: does this sound like me?

If it doesn't, tell Claude what's off and ask it to update the skill. The best Brand Brains get better every week because you keep correcting them.

What this looks like for a real estate agent

Once your Brand Brain is in place, the difference shows up in the small stuff:

Listing descriptions use your style, not generic MLS filler
Social captions sound like you and use your CTAs
Client emails follow your tone, whether that's warm and chatty or short and direct
Market updates are built for your farm area and your clients
Event planning starts from what's worked for you before

You stop pasting the same background into every chat. That's the time savings. The quality bump comes from Claude knowing your rules before it writes a word.

If you want to go further on voice, I also built a free prompt that pulls your writing patterns out of real samples: I Built a Prompt That Teaches AI to Write Like You. It pairs well with this.

A few mistakes to avoid

Uploading the file without reading it. Old info turns into old habits.
Leaving client details in the file. Names, addresses, and phone numbers of past clients don't belong in a skill.
Making the skill a novel. Keep the main file focused. Long lists of links or contacts go in separate reference files, which Prompt 2 handles for you.
Never updating it. Your business changes. Your Brand Brain should too.

Why I'm sharing this

As an Account Executive with Chicago Title of Colorado, a big part of my job is helping agents across Denver Metro and the Front Range work smarter. Lately, that means a lot of AI.

The agents getting the most out of these tools aren't the most technical ones. They're the ones who took an hour to teach their AI how they work. This is the fastest way I've found to do that without starting from zero.

FAQ

Can I move my ChatGPT memory to Claude?

Yes. Claude has a built-in memory import under Settings > Memory, and Anthropic says it's available on Free, Pro, Max, and Team plans. For a more complete transfer, export everything into a file with Prompt 1 and have Claude turn it into a skill with Prompt 2.

What is a Claude skill?

A skill is a folder of instructions Claude loads when a task calls for it. It's how you teach Claude a repeatable way of working, like your writing voice or how you build a listing email, so you don't have to explain it every time.

Do I need a paid Claude plan to use skills?

Anthropic's help center lists skills as available on Free, Pro, Max, Team, and Enterprise plans, with code execution turned on. Features change often, so check your settings under Customize > Skills.

Will Claude know everything ChatGPT knew?

Only what ChatGPT can export and what you add. ChatGPT's memory doesn't include every word of every past chat, which is why Step 2 (reviewing the file) and Claude's follow-up questions matter.

Does this work with Gemini or Copilot too?

The same idea works with any AI assistant that has memory or custom instructions. Paste Prompt 1 into that tool instead of ChatGPT and change the first line of Prompt 2 to say where you're coming from.

Want more like this?

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