Claude Project Setup for a Small Business
Set up a Claude Project that knows your business so every chat starts warm
When to use it: Use once per business area — turns Claude from a stranger into staff
Help me set up a Claude Project for my business so I stop re-explaining myself every chat.
BUSINESS: [WHAT, WHERE, WHO FOR]. This Project's job: [E.G. all client communications / marketing / operations]. My voice rules: [PLAIN/WARM/NO JARGON — or paste 2 examples of writing you like]. Hard rules: [E.G. never promise timeframes, always ex-GST, never name clients].
Produce:
1. PROJECT INSTRUCTIONS (paste-ready, under 400 words): who I am, who we serve, voice rules, hard rules, output preferences (length, format), and "when unsure, ask before assuming".
2. KNOWLEDGE FILES list: the 5-8 documents worth uploading (price list, services one-pager, FAQ, best past proposals) and why each earns its place.
3. Three starter conversations to test it, each designed to expose a gap in the instructions.
4. A monthly 5-minute maintenance ritual: what to update and how to spot instruction drift.Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.
Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.
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