Learning Objectives
- Describe the four corpus tiers and the corresponding service levels
- Walk through all ten Legacy sessions and state the goal of each
- Explain the Memorial protocol and its key differences from the Legacy approach
- Categorise and evaluate different source material types by psychographic value
- Explain how conflicting accounts from different sources are handled in the composite portrait
Conceptual Map
1. What the Corpus Is
The psychographic corpus is the complete body of material from which the persona is built. It includes everything the technical team will use for RAG (Retrieval-Augmented Generation): session transcripts, voice recordings, written materials, personal documents, and the Personality Report you produce.
The corpus is not merely a collection of recordings. It is a structured archive of voice evidence — organised to give the AI system maximum access to the subject's authentic language, reasoning patterns, emotional register, and biographical context.
Key Concept
A richer corpus does not only mean more content — it means more variety of contexts. A person speaking about their childhood, their work, their losses, their joys, their contradictions provides a far more robust foundation than the same person speaking at length about one topic. Depth and breadth matter.
2. Word Count Requirements
The minimum viable corpus depends on the service level. These thresholds are based on what the RAG system requires to produce reliable, contextually grounded responses — not arbitrary targets.
| Tier | Word Count | Service Level | Sessions (approx) |
|---|---|---|---|
| Minimum | 20,000 words | Basic persona — functional but limited in range | 3–4 sessions |
| Standard | 50,000 words | Full personal voice — good range, reliable responses | 6–8 sessions |
| Premium | 100,000 words | Rich, nuanced persona — handles edge cases and depth | 10+ sessions + archive |
| Masterwork | 250,000+ words | Maximum fidelity — broad contexts, deep specificity | Full archive + extended sessions |
The Word Count is a Floor, Not a Target
Do not rush a client through sessions to hit a word count. The quality of the corpus — emotional range, contextual diversity, authentic voice — matters more than volume. A 20,000-word corpus of genuine, probed material is worth more than 50,000 words of surface biography.
Contribution Sources
Word count is cumulative across all sources: session transcripts, written materials the client provides (letters, journals, emails, social media), and any additional archive material. Session transcripts typically contribute 60–70% of the corpus; written materials fill the rest. The client's own writing — in their own hand — is the most valuable source type.
3. The Legacy Protocol — Sessions 1–10
The Legacy protocol is for living clients who are building their own psychograph — preserving their voice for their descendants, for a future version of themselves, or for the historical record. It consists of 6 to 10 sessions, each 90 minutes, conducted over several weeks. Rushing defeats the purpose. People reveal themselves in layers.
Session 1 — The Surface
Goal: Comfort, trust, first voice sample.
Begin with biography — but never through forms. No "where were you born?" Instead open with sensory, grounded prompts: "Tell me about a morning you remember clearly." "What did your kitchen smell like growing up?" "What is the first sound you associate with home?"
While they speak, you are already working. Note sentence length, vocabulary register, pause patterns, filler words. These are the raw materials of voice.
Session 2 — Relationships
Goal: Map the emotional landscape around them.
Probe the relational world: "Who made you laugh the hardest in your life?" "Who do you avoid, and why?" "Describe your mother in three words. Now tell me why those three." "Who would you call at 3 AM?"
Listen for how they talk about others. Note every "but" after a positive description. Do not resolve contradictions. File them.
Session 3 — Values & Beliefs
Goal: Map the gap between stated and lived values.
Ask what they believe — about God, politics, morality, justice, death. But listen more carefully for the distance between what they say they believe and how they act. A man who says he values honesty but lies to avoid conflict is not a hypocrite — he is a human being. That gap is personality gold.
"What is something you believe that most people would disagree with?" "What is a rule you break regularly without guilt?" "What hill would you die on?"
Session 3B — Introducing the Vault & Emotional Wheel
Goal: Give the subject tools for deeper self-expression.
At the end of Session 3 or beginning of Session 4, introduce the Emotional Wheel (run calibration prompts before showing the wheel — capture raw vocabulary first) and the Vault system. Tell them: "There are things in everyone's life that are too private to share — even here. That's not a problem. We have a system for this."
Session 4 — Fears, Failures & The Decision Timeline
Goal: Access the deeper architecture. Begin mapping the Decision Timeline.
This is the hard session. Approach gently. You have earned trust — do not squander it. "What keeps you up at night?" "What do you regret?" "What is the version of yourself you are most afraid of becoming?"
Pay close attention to defence mechanisms. Do they deflect with humour? Go silent? Become philosophical? The defence is as revealing as what it defends.
Begin the Decision Timeline here (see Module IV for the full method). For each major life event surfaced in Sessions 1–4, classify and probe: POSITIVE, NEGATIVE, and GREY decisions, each with the 5-question calibration layer.
Session 5 — Joy & Passion
Goal: Counter-balance. Find where they light up.
After the weight of Session 4, this session should feel like relief. "When were you happiest?" "What could you talk about for hours without getting bored?" "What do you do when no one is watching?"
Watch for the energy shift. Their posture changes. Speech accelerates or slows. Vocabulary becomes more specific. This is where you find the living centre of the person.
Session 6 — Contradictions
Goal: Produce the most authentic material of the entire process.
Present back their own contradictions. Do this with warmth, not confrontation: "You told me you hate conflict, but you also said you always speak your mind. How do those live together?"
Let them wrestle. Do not resolve it for them. The wrestling is the portrait.
Session 7 — Language & Style
Goal: Refine the voice model. Map the personal lexicon.
Read back their own quotes from previous sessions. Ask: "Is that how you would say it?" "What word would you actually use there?" Probe for register shifts, private vocabulary, code-switching patterns.
Session 8 — The Letter
Goal: Create the emotional anchor of the psychograph.
Ask them to write a letter — to someone they love, to their future self, to someone they lost. Handwritten if possible. Do not read it in front of them. Take it sealed. Read it later. This letter will become the emotional core of the persona — proof that a real person stood here.
Sessions 9–10 — Review & Calibration
Goal: Verify the portrait. Final recordings.
Show the client early persona drafts. "Does this sound like you?" "What is missing?" "What would you never say that this version of you might?"
End with a final recording: 30+ minutes of natural, unstructured conversation. This extended sample is essential for voice modelling. End with acknowledgment — they have done something extraordinary.
4. The Memorial Protocol
The Memorial protocol is for deceased subjects — building a persona from memory, archive, and testimony rather than direct engagement. It is fundamentally different from the Legacy protocol in that the subject cannot consent, cannot correct, and cannot provide new material. The psychographer works with the living who knew them.
Working with Families
Conduct 2–3 sessions with close family members and friends. Different people remember different facets of the same person — and that multiplicity is the point. Use prompts that surface the living texture of the person, not a eulogy:
- "How would they react if you told them you were moving to another country?"
- "What would they say about the current state of the world?"
- "What phrase did they always use?"
- "What joke did they tell too many times?"
- "How did they answer the phone?"
- "What made them angry? What did anger look like on them?"
Protocol: Collecting Materials for Memorial Projects
Gather everything available. Every fragment is a data point:
- Text messages and emails — rich voice data; style, vocabulary, rhythm
- Handwritten letters and notes — the most intimate written material; different voice than digital
- Voice recordings and videos — essential for vocal texture; even low-quality recordings
- Social media posts — public voice, often carefully constructed; important with appropriate caveats
- Professional writing, journalism, published work — formal register; different but valuable
- Diary and journal entries — if authorised; the most private written voice
A single voicemail can contain more personality than an hour of eulogy. Pursue every fragment.
Conflicting Accounts
Cross-reference accounts. Where do memories align? Where do they conflict? Conflicting memories are not problems — they are gifts. They prove the person was complex enough to be perceived differently by different people. A mother who was "always patient" to one child and "terrifying when angry" to another was both. Preserve both. Build the personality from triangulated data. No single source owns the truth.
Memorial Ethics
If multiple family members disagree about whether to proceed, do not proceed until consensus is reached. Clearly document every source used. No fabrication. No invention. No filling gaps with assumptions. The gaps are honest. A persona that says "I don't know what my father would have thought about this" is more truthful — and more psychographically accurate — than one that invents an answer.
5. Source Materials
Not all source materials are equally valuable for psychographic purposes. The following hierarchy reflects psychographic quality — the degree to which the material reveals authentic voice, not just biographical fact:
| Material Type | Psychographic Value | Notes |
|---|---|---|
| Handwritten letters and personal correspondence | Highest | Intimate register; unedited; reveals private vocabulary |
| Audio/video recordings of natural conversation | Highest | Voice, rhythm, laughter, silence — irreplaceable |
| Personal diary or journal entries | Very high | Requires authorisation; self-directed voice |
| Session transcripts (Legacy) | Very high | The primary source; structured but authentic |
| Text messages and casual emails | High | Real-time voice; informal register |
| Social media posts (personal) | Medium | Performed voice, but reveals aspiration and public self |
| Published or professional writing | Medium | Formal register; useful for vocabulary and reasoning patterns |
| Eulogies and obituaries | Low (primary) | Other people's interpretation; useful for corroboration only |
The Voice Hierarchy Principle
Material the subject produced for themselves (diaries, private letters) is more psychographically valuable than material produced for an audience (published writing, social media). Material from the body (recordings, videos) is more valuable than text. Material from emotional moments is more valuable than informational content.
6. The Composite Portrait
For Memorial projects — and to some extent for any project that combines session material with archive material — the psychographer must construct a composite portrait: a unified picture of the person built from multiple sources that may contradict each other.
Triangulation
Treat each account as a partial map. Each perspective reveals different terrain. The psychographer's job is to lay the maps over each other and find what is consistent (the stable personality) and what varies by context (the situational self). Both are true. Both are part of the portrait.
Weighting Sources
Not all sources are equal in authority:
- The subject themselves (in Legacy sessions, or in their own written material) holds highest authority over their own experience
- People who knew them daily — spouse, close friends — tend to have access to the everyday self
- Professional contacts tend to have access to the formal, role-based self
- Distant acquaintances or public materials capture reputation and presentation, not interior life
The goal is not to resolve disagreements between accounts. The goal is to preserve them as part of the portrait's complexity — and to note, in the Personality Report, where the multiplicity exists and why.
7. Reflection
Reflection Questions — Module III
- A client requests a "Minimum" tier psychograph but only has time for two sessions. How do you advise them, and what do you prioritise if they insist?
- You are two sessions into a Legacy project when the subject tells you something deeply personal and then says: "Please don't include that." Describe your response in the moment, and how this affects the rest of the project.
- A Memorial project involves a subject whose three adult children all remember their parent in fundamentally contradictory ways. One describes a warm, patient person; the others describe someone cold and unpredictable. How do you build the composite portrait?
- A family presents you with a deceased subject's social media archive as their primary source material. What is the psychographic value of this material, and what are its significant limitations?
- At what point in the Legacy protocol would you say you have "enough" material? What signals — not word counts — tell you that you've captured the person?
Module Assessment