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Before You Join
Come ready. It saves you the first ten minutes.
A few quick things to have in place before 10AM ET so you can follow along live instead of setting up while everyone else gets going.
Pre-class checklist
Tap to tick these off — they save on this device
Be logged into Claude — Pro is recommended for Projects.
Gather knowledge files: a brand guide, a past proposal, an SOP, email templates.
Pick one part of your business to build a Project around.
Bring one recurring task to turn into a reusable template.
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The Live Session · 10:00 AM – 12:20 PM ET
Four 20-minute skills. Quick, hands-on, do-it-with-me.
Each block is one focused skill with steps you do as we go — a "Try It" break follows each. Tap a session to open it, then check off steps as you complete them. Your progress saves right here on this device.
0 / 17 steps done
10:0020 MIN
Session 1
Projects: What They Are and Why They Change Everything
Do it with me — step by step
- See the difference between a regular chat and a Project.
- Understand persistent instructions, uploaded knowledge, organized chats.
- Know when a Project beats a plain conversation.
- See how Projects make Claude smarter about your business over time.
Try It
Create your first Project, name it after your business, and write 2–3 sentences of custom instructions.
10:4020 MIN
Session 2
Setting Up Your First Real Project
Do it with me — step by step
- Write effective Project instructions — your AI brief.
- Upload knowledge files: brand guides, SOPs, past proposals, templates.
- See how Claude uses those files for better answers.
- Organize multiple Projects for different parts of your business.
Try It
Upload one document, then ask a question that forces Claude to reference it. Feel the difference.
11:2020 MIN
Session 3
Artifacts Deep Dive
Do it with me — step by step
- See what Artifacts are: documents, visuals, and tools Claude builds for you.
- Request an Artifact instead of a plain reply.
- Edit an Artifact in real time with Claude.
- Download, copy, and share Artifacts.
- Use them for proposals, content calendars, checklists, comparison charts.
Try It
Ask Claude to make an Artifact you need this week — a checklist, content plan, or timeline — and edit it until it is usable.
12:0020 MIN
Session 4
Advanced Prompting + Repeatable Workflows
Do it with me — step by step
- Chain prompts: break a big task into steps.
- Few-shot prompt: show Claude examples of what you want.
- Build prompt templates you reuse every week.
- Design a weekly workflow — what you do in Claude every Monday.
Try It
Build a prompt template for one recurring task, test it inside your Project, and save it where you will find it.