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Free kit · Episode 3

10 jobs you can give Claude today.

The setup and the exact prompts from episode 3. One Claude Project, three files, ten real jobs at a small travel agency: 7 of 10 right on the first try, 10 of 10 after three fixes in plain English.

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How it works, in 1 minute

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.

1Create a Projecton claude.ai
2Add 3 filesprices, rules, policy
3Paste the instructionsone paragraph
4Run the 10 jobsone chat each

Step 1 · Create the Project and add your files

  1. On claude.ai open Projects and create one for your business.
  2. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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).
  7. 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.
  8. The translation. Same chat as the document.
    Translate [DOCUMENT] into [LANGUAGE] and [LANGUAGE], same layout.
    Pass if: Names, prices and "to confirm" items unchanged.
  9. 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.
  10. 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.