go↗SeeristTHE LITTLE FIELD GUIDE

START HERE / 3 MINUTES

Give Seerist good context

Better ingredients make a better first draft.

Your little win: Write a useful workspace profile with an ideal client, real examples and a clear voice.

01 / SEE HOW IT FITS

The big picture, in little steps.

STEP 1 OF 4

Describe the work you do

Explain your services and the outcome you deliver. Add an ideal-client profile with relevant scope, budget and customer characteristics.

02 / YOUR TURN

Have a little go.

✎ fictional practice

This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.

THE PRACTICE TABLE

Give the Drafter better ingredients.

Add all three kinds of context. Watch the sample brief get more useful.

SAMPLE CONTEXT CARD

We build websites. No supporting example added yet. Tone not specified.

03 / DO IT IN SEERIST

Ready for the real thing?

Settings → Workspace

Before you start: Facts about your business and permission to edit the workspace.

  1. 1

    Describe the work you do

    Explain your services and the outcome you deliver. Add an ideal-client profile with relevant scope, budget and customer characteristics.

  2. 2

    Add your voice and proof

    Use Tone & style and Portfolio / past work. Real examples help; avoid claims you cannot support.

  3. 3

    Give your product a place

    In a SaaS workspace, add its name, description, canonical URL and target customer. An owner/admin separately approves exact product copy and reviews the applicable source policy.

  4. 4

    Save your workspace profile

    Save changes explicitly. The Discovery profile in Find work can be edited or regenerated from your workspace. Product-copy approval is separate from saving a profile.

A little thing to rememberA missing or expired SaaS product policy can block proposal approval. It is not permission to omit the product and carry on.

Open this area in Seerist ↗ (new tab)

Opens the real app in a new tab. Sign in and check the selected workspace before acting.

Take a little note with you.

About this lesson

Checked September 13, 2026 against app source a365066. Based on web/src/pages/SettingsPage.tsx; docs/proposal-product-policy.md. This is a source-based guide, not a claim that every provider action was live-tested.