The Skills Codes List
Template
Time to fill: 15 to 30 minutes (use the write-the-policy code for any you haven't written yet)
Policies and how we work
Refunds, cancellations, payment terms and turnaround times are the details the AI is most tempted to invent, and the ones that hurt most when it does. Write them down once and the onboarding, FAQ, inbox and awkward-email codes use your real answers.
Fill it in once, save it as a file, and give it to Claude: add it to a Project's files, or paste it above any prompt. Rough answers are fine. Leave out anything you're not allowed to share.
Download policies.md# Policies and how we work
<!-- Write what you actually do today, exceptions included. If you haven't decided, write "not decided" so the AI asks instead of guessing. In Australia, check anything customer-facing against the Australian Consumer Law. -->
## Payment terms
- When we invoice: [ ]
- When it's due: [ ]
- Payment plans or split payments: [allowed? on what terms?]
## Cancellations, refunds and leaving
- Lock-in or notice period: [ ]
- What we finish before someone leaves: [ ]
- Refunds: [ ]
## Changes to a job
- What counts as a change: [ ]
- How we quote and approve it: [ ]
## Turnaround and availability
- Office hours and how to reach us: [ ]
- How fast we reply: [ ]
- Typical turnaround for our main jobs: [job]: [time]
- Closures: [ ]
## Not decided yet
- [ ]