Set Up Claude the Right Way — In Just 5 Steps

Most business owners open it, type something, get a generic answer, and quietly close the tab.


That's not a Claude problem. That's a setup problem.

This free guide walks you through the exact 5-step setup I use with my agency and with my clients — so Claude actually knows your business, writes in your voice, and saves you

real time. Starting today.

You'll Learn:

  • Why starting with a Project (not a chat) changes everything about how Claude works for you

  • How to brief Claude on your business so it stops guessing and starts getting you right

  • The trick to turning one conversation into permanent Custom Instructions that load automatically

  • How to train Claude to write in YOUR voice using real writing samples and Voice Rules

  • The behavior rules that kill generic AI-speak, what to tell Claude to never do