What we’re learning: How to use Projects in Claude to save your business context so it loads automatically every session.
Why
it matters: Most people re-explain the same basics every time they open Claude. Who they are, what their business does, what tone they’re going for. It’s wasted time and Claude starts from scratch every session. Projects fix that permanently.
How to do it:
Open Claude and click Projects in the left sidebar
Create a new project and name it for your main use case — “Client Emails,” “Social Content,” or whatever you use Claude for most
Add a Project Instruction: one short paragraph covering your business, your audience, and how you like things written
Add reference files if you have them — a services overview, a price list, a tone guide
Every conversation inside that project now starts with everything Claude needs already loaded. You open it and go straight to the work.
Try it today: Pick your most common use case and write three sentences of context. Your business, your audience, your tone. That’s enough to get started.
One thing to watch: Write the instruction like a brief to a new colleague, not a command to a robot. “We’re a small law firm in Chicago. Our clients are small business owners. Keep everything clear and conversational.” That works better than “You are a professional legal copywriter who...”
Want more in depth PDF breakdowns, guides, and documents
I’m sharing this inside my Gabbian client portal, including a Claude prompt cheat sheet that goes way deeper than this series.
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