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A Claude Project is one folder Claude reads every time you start a chat in it. You put your price list, your house rules and your policies inside, plus one paragraph of instructions. Then every job is a new chat. Claude prepares, a human approves: it never sends, pays or promises anything on its own.
Step 1 · Create the Project and add your files
- On claude.ai open Projects and create one for your business.
- Add three files: your price list, your house rules (how you write, what you never promise, what you don't sell) and your official policy (cancellations, returns).
Step 2 · Paste the instructions
Click Copy, replace everything in [square brackets], paste it in the Project's Instructions.
You work at [YOUR BUSINESS NAME], [ONE LINE: what you do].
Use only the files in this project for prices and rules. If something is not in the files, say so.
Never promise refunds, upgrades or availability: a human checks first.
Answer customers in the language they wrote in.
Never send, pay or book anything yourself: you prepare, a human approves.
The episode's lesson: we first wrote "Always answer in English", and a customer who wrote in French got an English reply. That mistake was ours, not Claude's.
Step 3 · Add a shared "open issues" file
Each chat starts fresh: one chat found an overcharged invoice, another chat told us to pay it. If the whole team must know it, put it in the Project.
# Open issues (shared notes for the whole team, updated by hand)
- [SUPPLIER / INVOICE NUMBER]: DO NOT PAY as issued. [WHAT IS WRONG]. Waiting for [CREDIT NOTE / CORRECTED INVOICE].
- [CUSTOMER / BOOKING]: [WHAT EVERYONE MUST KNOW BEFORE REPLYING].
Step 4 · The 10 jobs, word for word
One new chat in the Project for each job. We wrote the pass rule before each test: check yours the same way.
- The quote. Attach your messy call note.
Here's my note from a phone call. Turn it into a clean quote email for [CUSTOMER].Pass if: Every price comes from your price list, extras applied, anything missing says "to confirm", the quote has a validity date. Check the total yourself. - The itinerary or plan. Same chat as job 1.
Now make [CUSTOMER]'s plan as a printable one page [ITINERARY / SCHEDULE].Pass if: Fits on one page, only things you sell, the optional extras are marked as optional. - The angry reviews. Attach a CSV export of your reviews.
Here are our Google reviews from the last 60 days. Draft a short reply for each one.Pass if: No refund or compensation promised, nothing you don't sell, not over-sweet, each customer answered in their own language. - The double charge. Attach the invoice PDF and a screenshot of your own records.
This is the supplier invoice and our own booking sheet for [MONTH]. Check the invoice. Should I pay it?Pass if: Finds every line that doesn't match your records and the correct total. You still pay, not Claude. - The small print. Your official policy is already a Project file.
Rewrite our [CANCELLATION / RETURNS] policy in plain English for the website. Keep the meaning exactly.Pass if: Every number and condition is still there. Not legal advice: a professional checks anything legal. - The photo captions. Attach the photos.
Write one week of Instagram captions from these [5] photos of our [PRODUCT / TRIPS].Pass if: Right places and products, nothing invented, and each caption matches what its photo really shows (season, place). - The tracker. Attach a CSV of your bookings or orders.
Turn this into a simple [BOOKING / ORDER] tracker I can use: how much is booked, paid, and still to collect, and what needs chasing.Pass if: Check the three totals yourself once. The urgent ones are flagged. - The translation. Same chat as the document.
Translate [DOCUMENT] into [LANGUAGE] and [LANGUAGE], same layout.Pass if: Names, prices and "to confirm" items unchanged. - The events. Web search on.
Find events happening in [CITY] from [DATE] to [DATE] that [CUSTOMER] might like, with sources.Pass if: Sources listed, unconfirmed dates marked as unconfirmed, no invented events. - The inbox. Paste or attach your inbox list.
Here's my inbox this morning. What do I do first? Give me the top 3 and a one line summary of the rest.Pass if: Today's deadlines on top. Anything in your open issues file (like an invoice not to pay) is respected.
Anything it gets wrong: fix it with one sentence in plain English (in the chat, the instructions or the open issues file), then run it again.