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Claude Basics.

Read all 17 modules right now, with examples for shops, service businesses, consultants, hospitality and creators. Every module has a click-through guide — simplified screens of the real thing you walk through step by step, plus a prompt you can copy. Create a free account to save your answers and track your progress.

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Start here · Before module 1

What do you want to achieve?

Think about your work, your business, and the thing you wish felt easier. What would make these 30 days worthwhile?

My goals for this course

What would help your business most?

Create a free account to save your goals

Claude 101 · Your reference key

Sidebar & settings explained

What each menu item does, with a business example. Options can vary by plan, device, and app version.

Sidebar key · New, Projects, Artifacts, Scheduled, Design & more

New

Start a fresh conversation or piece of work. Use it for a new topic; choose a Project when the work needs that Project’s files and instructions.

Example. Start a quick chat: ‘Give me three ways to name my new workshop.’

Projects

Organize related chats with shared instructions and reference files. A Project supplies context—it is not an agent that runs by itself.

Example. Create a Project for your repair business with approved services, quote templates and job-planning chats.

Artifacts

Find substantial outputs Claude creates in a separate workspace, such as documents, code, interactive tools, or visual drafts. Review and test them before using or sharing.

Example. Ask Claude to make a reusable proposal template, then open the artifact to review, edit, or download it where supported.

Scheduled

Manage recurring or timed tasks where scheduling is available. Check the actual schedule, permissions, and run requirements; merely writing ‘every morning’ in a chat does not guarantee a task is scheduled.

Example. If supported, schedule a weekday summary of your work calendar. Check the next run time and inspect its first result. A blue dot is a status cue—open the section to see what needs attention.

Design

Open Claude’s dedicated design workspace where available. Use it for visual work and interactive drafts; Design systems in Settings holds reusable brand guidance rather than being the same screen.

Example. Brief a landing-page draft with your audience, brand colors, two references, and what to avoid. Review the result before a designer finalizes it.

Customize

Manage Skills, Connectors, and Plugins: reusable methods, links to services, and packaged workflows. These add capabilities; they do not automatically create a running agent.

Example. Add a customer-response Skill and a work-calendar connector, reviewing the permissions for each.

Reveal additional destinations or sidebar options. What appears here can change with your app version, plan, and sidebar choices.

Example. Open More if a destination you need is not visible, or look for the option to adjust your sidebar.

Pinned

Keep supported favorite items close at hand. Pinning is an organization shortcut—not a way to give Claude permanent instructions or schedule work.

Example. Pin your frequently used client Project or chat if its menu offers that option, so you can return to it quickly.

Settings key · Account, Privacy, Usage, Skills, Connectors & more

General: Adjust how Claude looks, sounds, and notifies you: appearance, text, voice, and available notification preferences.
Example. Choose a comfortable text size and turn on response-completion notifications if available.
Account: Manage your profile, main Instructions for Claude, and account or session controls. Main instructions describe your everyday preferences across chats.
Example. Add: ‘I run a small business. Use plain language, ask for essential missing details, and give one practical next step.’
Privacy: Review data-sharing preferences, available data exports, and controls for shared or uploaded content. Read each option before changing it.
Example. Review the model-improvement setting before working with confidential business material; anonymize client details regardless.
Billing: Manage your Claude plan, payment details, and invoices. Your Claude subscription is separate from this course purchase.
Example. Find an invoice for your bookkeeping or review your plan before upgrading.
Usage: See the usage limits and reset times available on your plan. Some accounts also have extra-usage credits and spending controls.
Example. Check when your allowance resets before starting a large job; review any extra-usage spend limit before buying more.
Capabilities: Control available tools, such as code execution, file creation, artifacts, and network access. Options depend on your plan and app version.
Example. Enable code execution and file creation, if available, so Claude can make a downloadable spreadsheet instead of only describing one.
Memory: Review how Claude references past chats and stores useful context when memory is available. Memory is not the same as instructions or a Project file.
Example. Review remembered business details and remove an old offer or rate you no longer use.
Design systems: Manage reusable design guidance where supported, so visual work can follow consistent brand choices.
Example. Create a design system for your brand’s colors and typography, then select it for a design brief if your account supports that workflow.
Reflect: An emerging reflection area. Some versions show a time-range selector and a Regenerate reflection control; availability and the finished result may vary.
Example. If available, choose a recent time range and review the generated reflection. Check the result yourself rather than treating it as a complete business report.
Time and focus: Set break reminders and quiet hours where available. These are focus preferences—not job-duration alerts or spending limits.
Example. Set a break reminder for your work session and quiet hours for evenings; separately review Usage to manage spending.
Claude Code: Adjust the coding workspace and available session, display, and permission preferences. It is separate from an ordinary chat asking for a code example.
Example. Choose readable code text and review permission prompts before letting a coding session change project files.
Claude in Chrome: Control Claude’s browser integration and available site permissions. Browser actions can affect real accounts, so approve access carefully.
Example. Allow a test website but block banking or sensitive client sites; review an action before approving a submission.
System: Set desktop-app behavior, such as startup, shortcuts, storage, and available computer-use permissions. These settings apply to this computer, not every device.
Example. Set a voice shortcut on your Mac. A local folder on that Mac does not automatically become accessible from your phone.
Extensions: Install and manage desktop extensions that connect Claude to additional local tools. Review the publisher and requested permissions first.
Example. Install a trusted extension for a tool you already use, then disable it when you no longer need its access.
Developer: Advanced local-tool configuration and troubleshooting, including local MCP servers. MCP is a way for Claude to connect to tools and data sources; most beginners can leave this alone.
Example. If a trusted local integration fails, inspect its logs with help from its setup guide—never paste passwords or secret keys into a chat.
Skills: Reusable instructions and resources for a particular kind of work. A skill gives Claude a repeatable method; it does not run on its own like an agent.
Example. Create a shift-handover Skill that always checks stock, bookings and unresolved issues.
Connectors: Connect external services so Claude can use the data and actions you authorize. Reading and writing permissions differ by connector.
Example. Connect a work calendar to summarize upcoming meetings. Do not assume it can create events unless that permission and action are supported.
Plugins: Add packaged workflows that can bring together skills, tools, and commands. Available plugins and permissions vary.
Example. Review a trusted operations plugin for a reporting workflow and check its required permissions before connecting accounts.

Module 1 · Main instructions + Projects + Memory

Set up your brain

Start with your main Instructions for Claude in Settings → Account: these tell Claude how you want it to work across chats. Then add Project instructions for one business, brand, or client. Memory is different: it remembers useful context when available; it is not a substitute for a clear brief.

Creator workspace with a laptop, notebook and camera

What you'll learn

Where to find Instructions for Claude and set your account-wide preferences
Main instructions apply across chats; Project instructions add context for that Project; a chat prompt covers the current request
What a Project is and when to make one
What to put inside: service or product details, policies, pricing and approved examples
How Memory carries context between chats

Do this

01Click your name or profile → Settings → Account → Instructions for Claude (labels may vary by app version)
02Add what you do, who you serve, your preferred tone, and how you want Claude to handle unclear requests. Save if your version shows a Save button
03Test your preferences in a new chat. Instructions guide Claude; they do not guarantee alerts, stop long jobs, or cap credits
04Make 3 Projects: Business Operations, Customer or Client Work, Money
05Add instructions to each (who you are, who it's for, tone)
06Upload 2–3 files that show your best work

Tip. Ask the same question before and after setting up a Project. The difference sells you on it.

In your business

Create a Shop Operations Project with product specifications, delivery policies and anonymized customer questions.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 10

Before creating Projects, click your name or profile, then Settings.

Copy this prompt

I am [what you do] and I serve [your audience]. Use [3 tone words] language. Keep answers concise unless I ask for detail. Ask clarifying questions when essential details are missing. Flag assumptions instead of inventing facts. For business work, give one practical next step. Before starting work you expect to take over 10–20 minutes, explain what you can estimate and wait for my approval. If you cannot estimate time or cost, say so. These are my general preferences; follow my specific brief for each Project or chat.

Your turn

Draft your main Instructions for Claude here, then paste them into Settings → Account. Next, write separate Project instructions with your brand voice, audience, and examples.

Create a free account to write your answer here and save it to your workbook.

Module 2 · Voice + mobile

Talk, don't type

You think faster than you type. Rambling into your phone on a walk and letting Claude turn it into a plan is one of the biggest unlocks in the whole course.

What you'll learn

Dictating a messy voice note into the Claude app
Asking Claude to structure what you said
Picking up the same chat later on your laptop

Do this

01Open the Claude app on your phone
02Tap the microphone and talk for 2 minutes about a business problem
03Ask: turn this into a plan with next steps

Tip. Don't clean up how you talk. The messier the voice note, the more impressive the result.

In your business

Dictate a shift handover: what ran low, which bookings need attention and what tomorrow’s team needs to know.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 4

In the chat box, tap the microphone.

Copy this prompt

I'm going to ramble about [problem]. Don't fix my grammar. When I'm done, give me: 1. What I'm actually trying to decide 2. My options, with pros and cons 3. The next 3 things to do this week

Your turn

What's one problem you'd rather talk through than type out?

Create a free account to write your answer here and save it to your workbook.

Module 3 · Settings, connectors, Customize

The setup stack

Ten minutes of setup now saves you a hundred 'why isn't this working' moments later. Most features people think are broken are just switched off.

What you'll learn

Download the Mac or Windows app, and know when desktop is useful
Set up Claude in Chrome safely; distinguish browser extensions from desktop extensions
The one setting to turn on first
Where Skills, Connectors, and Plugins live
Cloud connectors vs desktop extensions
Why photos and video need an extra tool (Module 10)

Do this

01Settings › Capabilities: turn on code execution and file creation
02Connect Gmail, Google Calendar, and Google Drive
03Install the Mac or Windows desktop app using the official download links below
04Optionally install Claude in Chrome from Anthropic’s guide, review site permissions, and test a read-only task

Tip. Connectors can read your email and files. Only connect accounts you'd trust an assistant with, and read what each one can do before you approve it.

Choose the right model

Claude offers more than one model, and the model picker sits near the message box. Picking the right one saves time and credits: a fast model for everyday questions, a smarter model for hard jobs. Names change as new versions launch, so read the short description under each name in the picker rather than memorizing names.

Which Claude model to use (official guide)

1.Open a new chat and find the model name near the message box or at the top of the chat. Click it to see the available models on your plan.
2.Pick the fast, lightweight model for quick everyday work: short answers, rewording a sentence, simple lists, brainstorming names.
3.Pick the smartest model for work that must be right: pricing your services, contracts, long documents, code, or anything with many steps.
4.When unsure, start with the smart model for business-critical work and the fast one for everything else. If an answer feels shallow, switch the chat to a stronger model and ask again.

Example. A bakery owner uses the fast model to brainstorm cupcake names, then switches to the smartest model to build a catering price list where the maths has to be correct.

Download Claude for Mac or Windows

The browser is enough for everyday chats. The desktop app keeps Claude in your Dock or taskbar, offers quick-access shortcuts, and supports desktop integrations with local tools and files when available. Install it when you want Claude alongside your day-to-day computer work—not because a download removes plan limits.

Get Claude for Mac Get Claude for Windows

1.Open the official download page and choose macOS for a Mac or Windows for a PC. Check the current requirements and choose the installer for your computer.
2.Open the downloaded installer and follow its instructions, then launch Claude and sign in with the same account you use on the web.
3.Try a simple chat first. Grant folder, microphone, or computer-use permissions only when you need them and understand what they allow.

Example. Keep Claude open beside a client brief, then ask it to turn your notes into a proposal. A file stored only on your Mac or PC does not automatically become available on your phone; upload it or use an explicitly supported connection.

Set up the browser extension · Optional

Claude in Chrome can help read and work with websites, rather than only discussing them in a chat. It is different from desktop Extensions, which connect local tools. The Chrome extension requires an eligible paid Claude plan; this course purchase does not include that subscription. Some desktop versions also offer a built-in browser with nothing extra to install.

Official Chrome extension setup

1.Use Google Chrome and open Anthropic’s official setup guide below. Follow its link to the Chrome Web Store; verify the publisher is Anthropic before installing.
2.Add the extension, pin it from Chrome’s Extensions menu, open its side panel, and sign in to your Claude account.
3.Review site permissions. Start with a public, non-sensitive page and allow only the access needed for that task.
4.Ask for a read-only summary first. Review and approve before Claude posts, sends, purchases, or changes anything. Website content can contain misleading instructions, so never grant blanket trust.

Example. Open a public client social profile and ask: ‘Summarize the themes of the posts visible here. Do not like, comment, post, or change anything.’ Access depends on what the site and your permissions allow; this is not automatically a scheduled agent.

In your business

Review Privacy before sharing customer data; use Capabilities to build a stock-planning spreadsheet.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 4

Click your name at the bottom left, then Settings.

Copy this prompt

I just connected Gmail, Calendar, and Drive. Without changing anything, tell me: 1. What you can now see 2. 3 things you could do for me this week with that access 3. Anything I should be careful about

Your turn

Which accounts will you connect, and which will you keep separate?

Create a free account to write your answer here and save it to your workbook.

Module 4 · Context, example, constraint, iterate

How to actually prompt

Stop trying to write one perfect prompt. Three rounds of 'closer, now do X' beats a 400-word prompt every time.

What you'll learn

Context: who you are and who it's for
Example: show what good looks like
Constraint: length, tone, format, what to avoid
Iterate: shorter, less corporate, more like the last one

Do this

01Write one prompt using all four parts
02Push back three times with short edits
03Save the final prompt in your Project

Tip. The trust ladder: creative work, trust it. Research, spot-check it. Numbers and legal, verify it yourself.

In your business

Draft a product description using verified specifications, your audience and a clear word limit.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

I'm a fitness coach for busy moms. Write an IG caption for a 10-min workout reel. Here's one that did well: "No gym. No babysitter. No excuses." Under 40 words. No hashtags.

Step 1 of 4

Start with context, an example, and a constraint.

Copy this prompt

Context: I'm [who you are] writing for [who it's for]. Example: here's one I liked: [paste] Constraint: [length], [tone], avoid [thing]. Task: [what you want]. Give me 3 options.

Your turn

Paste your favorite prompt so far. Then write the 3 short push-backs you used.

Create a free account to write your answer here and save it to your workbook.

Module 5 · Web search + Research

Research & teardowns

Understand a niche in an afternoon instead of a month. Then ask Claude to argue against your idea, because most people only ask questions that confirm what they hope.

What you'll learn

Turning on web search and Research
Competitor teardowns in a table
Brand briefs before a pitch call
Getting an honest 'no' before you spend money

Do this

01Run one niche analysis
02Build a competitor table for 3 accounts
03Ask Claude to make the case against your idea

Tip. Check the sources Claude links. If a number matters, click through and confirm it.

In your business

Compare public reviews of three nearby venues, cite sources and distinguish customer opinions from facts.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 4

Click the tools button in the chat box.

Copy this prompt

I want to sell [product or service] to [audience]. Find evidence for and against this. Who already does it, what they charge, and what their customers complain about in reviews. Then be honest with me: should I do this? What would change your answer?

Your turn

Write the one business idea you'd want an honest second opinion on.

Create a free account to write your answer here and save it to your workbook.

Module 6 · Rate cards, forecasts, break-even

Money: pricing & projections

Price your products, services or creative work from real costs and assumptions. Build a pricing model you can check, then explore a 12-month forecast.

What you'll learn

Cost, time and margin-based pricing for products and services
12-month projections with clearly labeled assumptions
Comparing a fixed quote, a retainer or commission
Break-even math for a product or service

Do this

01Upload last month's numbers
02Build your rate card with reasoning
03Model one decision you're stuck on

Tip. Claude is not a financial advisor. Use this for modeling and decisions, not tax or investment advice.

In your business

Model a job quote from verified labor hours, material costs and overhead. Compare it with your minimum margin.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 4

Click + to attach your numbers (a screenshot or spreadsheet works).

Copy this prompt

I run [type of business]. I am pricing [product or service]. My verified costs are [materials, labor, overhead]; expected volume is [units or jobs]. Build a pricing and break-even model. Show the calculations, label assumptions and ask for missing inputs. Do not invent market rates. Then draft a 12-month forecast using assumptions I can review.

Your turn

What's one pricing decision you've been putting off?

Create a free account to write your answer here and save it to your workbook.

Module 7 · Content repurposing

One asset, ten posts

You already made the content. One long video can become a carousel, five captions, a newsletter, and three hooks for next week.

What you'll learn

Pulling standalone ideas out of a transcript
Writing hooks under 7 words
Matching your voice with examples

Do this

01Get the transcript of one long video
02Ask for the 5 strongest ideas
03Turn each into a hook, caption, and carousel outline

Tip. Give Claude 3 captions that performed well. Voice matching works from examples, not adjectives.

In your business

Turn a product guide into a customer FAQ, a support reply template and a short launch post.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

[transcript pasted: 1,240 words] Pull the 5 strongest standalone ideas.

Step 1 of 4

Paste the transcript of an 8-minute video.

Copy this prompt

Here's the transcript of my [length] video: [paste] Pull the 5 strongest standalone ideas. For each: a Reel hook under 7 words, a caption in my voice, and a carousel outline. My voice: here are 3 captions that performed well: [paste]

Your turn

Which piece of content you already made has the most ideas buried in it?

Create a free account to write your answer here and save it to your workbook.

Module 8 · Proposals, scopes, follow-ups

Client deliverables

Messy call notes to a scoped proposal in 20 minutes. Clear scope is what keeps clients from asking for 'one more thing' forever.

What you'll learn

Proposals with tiers and timelines
Writing what's out of scope
The follow-up email that gets a reply

Do this

01Paste notes from a real or practice call
02Generate a proposal
03Save it as your reusable template

Tip. Blur client names when you share examples online.

In your business

Turn site-visit notes into a quote with work included, exclusions, materials and an approval step.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Practice notes: office needs monthly bookkeeping, 80 transactions, monthly report, payroll excluded. Ask for missing details; do not invent fees.

Step 1 of 3

Paste your raw notes. Typos and all.

Copy this prompt

Turn these messy call notes into a client proposal: [paste notes] Include scope, deliverables, timeline, 3 pricing tiers, and what's explicitly out of scope. Professional but not stiff. Add a section on what I need from them to start.

Your turn

Paste notes from your last client call, or make some up for practice.

Create a free account to write your answer here and save it to your workbook.

Module 9 · Service one-pagers, company profiles, media kits

Decks & one-pagers

Turn your offer or results into a clear deck: a company profile, wholesale sheet, client review or creator media kit. Iterating one slide at a time is the skill.

What you'll learn

Asking for a deck instead of a document
Feeding in your real numbers and photos
Iterating slide by slide

Do this

01Ask for a 6-slide company profile, client review or media kit
02Fix one slide at a time
03Download it as PowerPoint or PDF

Tip. Say which slide to change and how: 'slide 3, bigger number, less text.'

In your business

Build a wholesale one-pager with verified product specifications, minimum orders and contact details.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Make a 6-slide media kit: about me, audience stats (51K, 68% women 24-34), past brands, packages, contact.

Step 1 of 4

Ask for a deck and give it your real numbers.

Copy this prompt

Make a [number]-slide [company profile / client review / media kit] for [business and audience]. Use these verified details and results: [facts]. Do not invent claims. Style: [3 words]. Keep text short and one idea per slide.

Your turn

List five verified facts or results your customers or clients need to see.

Create a free account to write your answer here and save it to your workbook.

Module 10 · Calculators, mini sites

Artifacts: build tools

Claude can build small working tools, not just text. An ROI calculator for a brand or a rate calculator for inbound DMs looks like it cost $2,000 and takes 15 minutes.

What you'll learn

What an artifact is
Building a calculator from one prompt
Publishing and sharing the link

Do this

01Build one working calculator
02Test it with real numbers
03Publish and send the link to one person

Tip. Describe who will use the tool and what they type in. Claude handles the code.

In your business

Build a draft quote calculator using your verified hourly rate and material costs. Test it before sharing.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Build a rate calculator brands can use: they pick deliverables, usage length, and exclusivity, and it shows my price.

Step 1 of 4

Describe the tool and who uses it.

Copy this prompt

Build me a [calculator / tool] that [who] will use to [job]. Inputs: [what they type or pick] Output: [what they see] Keep it simple and on-brand: [colors / vibe].

Your turn

What's one question people DM you that a little tool could answer for you?

Create a free account to write your answer here and save it to your workbook.

Module 11 · Inbox, calendar, Drive

Connectors at work

This is the moment people say Claude 'clicked.' It stops writing things for you and starts handling your inbox.

What you'll learn

Inbox triage for customers, suppliers and clients
Finding time for appointments, site visits or focused work
Using approved Drive files to draft accurate replies

Do this

01Run one real inbox triage
02Plan this week's appointments or focused work around your calendar
03Draft one reply using a Drive file

Tip. Claude drafts, you send. Keep a human in the loop for anything that goes out.

In your business

Summarize order-status inquiries from an authorized inbox and draft replies; check order records before sending.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Find customer and supplier inquiries from the last 2 weeks. Summarize the request and stated deadlines. Flag missing information; do not guess budgets.

Step 1 of 4

Ask about your actual inbox.

Copy this prompt

Look at my calendar this week and find available [length] blocks for [site visits / client calls / filming / focused work]. Do not book or change anything. Then check my authorized inbox for commitments needing attention. Draft, but do not send, any replies.

Your turn

Which inbox task eats the most of your week?

Create a free account to write your answer here and save it to your workbook.

Module 12 · Teach it once

Skills

A Skill is a recipe card. You teach Claude how you want one job done, once, and it does it that way from then on.

What you'll learn

What a Skill is vs a Project
Creating one by describing your process
Using it by name

Do this

01Pick a task you do the same way every time
02Ask Claude to help you make it a Skill
03Test it on a fresh chat

Tip. Skills may require code execution and file creation in Capabilities (Module 3). Check your account's options before setup.

In your business

Create a shift-handover Skill with the same stock, bookings and unresolved-issues sections every time.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Step 1 of 4

Open Customize from the sidebar.

Copy this prompt

I want to turn this into a Skill: [task you repeat]. Here's how I do it step by step: [describe] Ask me questions until you understand it, then write the Skill.

Your turn

Which task do you do the same way every single time?

Create a free account to write your answer here and save it to your workbook.

Module 13 · Image and video tools

Photos, b-roll & animation

Claude doesn't generate photos or video on its own. To make b-roll, product shots, or animated clips, you plug in a generator like Higgsfield or Kling. Then Claude writes the prompts, keeps every shot in the same style, and runs the batch for you.

What you'll learn

What Claude can and can't make by itself
The three ways to connect a generator: connector, MCP, or browser
Writing one style line so every shot matches
Turning a still image into a short video loop

Do this

01Pick one tool: Higgsfield or Kling (both sell credits)
02Connect it to Claude (see the click-through)
03Generate 5 matching b-roll shots for your next post
04Animate your favorite one into a 5-second clip

Tip. Image and video tools are a separate subscription billed in credits. Video costs far more credits than images, so lock in the look with stills first, then animate only the winners.

In your business

Use generated imagery for clearly labeled concept boards. Use accurate real photos for products customers need to inspect.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Make me 5 b-roll photos for my reel

I can write the shot list and prompts. To actually create the images, connect an image tool like Higgsfield or Kling.

Reply to Claude…

Step 1 of 6

Claude alone can describe a shot but can't render it. You need a generator plugged in.

Copy this prompt

I need [number] b-roll shots for [reel / product / workbook]. Write one shot list, then one style line that every shot must share (light, palette, lens, mood, and "no readable text, no logos"). Generate them with [Higgsfield / Kling], 2 options each, 16:9. Tell me the credit cost before you run anything.

Your turn

Describe the look of your best-performing post in one sentence. That's your style line.

Create a free account to write your answer here and save it to your workbook.

Module 14 · Inbox scan + client watch

Your first agent

A prompt answers once. A task runs when you ask. An agent runs on its own schedule and reports back. Your first agent is a watcher: it scans your inbox and your clients' social posts, then tells you what needs you. You stop checking; you start deciding.

What you'll learn

The difference between a prompt, a task, and an agent
Building an inbox-scanning agent that flags clients, money, and unanswered threads
A client-watch agent that checks social posts and drafts fixes
When to bring in design: Claude drafts concepts and copy, a designer (or you) finishes anything that carries your face or brand

Do this

01Write the watcher brief: what to scan, what counts as urgent, how to report
02Run the inbox scan once by hand and check the report is right
03Set it on a schedule so it runs every morning without you
04Add one client to the social watch and review its first report

Tip. Start with watching, not doing. An agent that only reports can't embarrass you. Agents that act — like the IG posting agent in Level 2 — come after you trust the reports.

Go further with Level 2 Agents · Coming soon.

Agents class signup

In your business

Design a read-only watcher for order problems in an authorized inbox. Verify scheduling and inspect the first report.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

What's the difference between a prompt, a task, and an agent?

A prompt answers once. A task is a saved prompt you run when you ask. An agent runs on a schedule without you and reports back — like an employee instead of a consultant.

Reply to Claude…

Step 1 of 6

Prompt, task, agent. A prompt answers one question. A task runs when you ask. An agent runs on its own and reports back.

Copy this prompt

You are my morning watcher. Every day at [time], scan my inbox for: anything from [client names], anything about money, and threads unanswered for [X] days. Report in 3 sections: Needs me today / Money / Can wait. Draft replies for anything in 'Needs me today' but don't send them.

Your turn

Write your watcher brief here first. What should it scan, what counts as urgent, and when should it run?

Create a free account to write your answer here and save it to your workbook.

Module 15 · Voice mode + where your files live

Talk, code, and files

Typing is the slowest way to use Claude. Voice mode lets you think out loud — brain-dump a client brief while you walk, and Claude turns it into a plan. And once Claude starts making things for you — pages, tools, spreadsheets — you need to know where those files actually live, or you'll look for them on the wrong device.

What you'll learn

Voice mode: talk to Claude instead of typing, on desktop and mobile
What 'code' means for you: Claude writes it, you just describe what you want — no coding required
How Claude builds working tools, pages, and documents from a plain-English ask
The device rule: files you upload on your Mac live on your Mac — they don't appear on your phone unless you upload them there too

Do this

01Open voice mode and brain-dump a real client brief for 2 minutes — ask Claude to turn it into a plan
02Ask Claude to build something small (a rate calculator, a checklist page) and watch it write the code for you
03Try opening the same chat on your phone and notice which files are missing
04Re-upload one file on mobile so it's available there

Tip. Use voice for thinking, typing for precision. Ramble the brief out loud, then type the one-line corrections. And remember: a chat syncs across devices, but files on your Mac stay on your Mac until you upload them on the other device.

In your business

Dictate a job brief, then ask for a checklist tool. Check its inputs and outputs; coding is writing the instructions the tool follows.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Voice note: Okay so I just got off with Maya, she wants three reels a week, budget is twelve hundred a month, she hates trends, she wants educational stuff… turn that into a content plan I can send her tonight.

Here's a plan from your voice note: • 3 reels/week, all educational, zero trends • Weekly themes: myths, how-tos, client results • $1,200/mo breakdown: 12 reels + 1 strategy call Want it as a one-page PDF you can send tonight?

Reply to Claude…

Step 1 of 4

Voice mode. Tap the microphone and just talk — walking, driving, between clients. Claude listens, then answers out loud or in writing.

Copy this prompt

Turn this voice note into a plan I can send tonight: [paste or dictate your messy brain-dump here] Give me: the offer, the price breakdown, 3 next steps, and a one-paragraph summary I can paste into an email.

Your turn

Record a 2-minute voice note to Claude about a real client or project — ramble on purpose. Paste what it gave back below. What did it get right? What did you have to correct?

Create a free account to write your answer here and save it to your workbook.

Module 16 · Protect your credits + keep chats fast

Long jobs, alerts & condensing

Big generations — videos, long reports, full decks — can run for a long time and eat your usage while you wait. And long chats get slow and expensive because Claude re-reads everything each reply. Two habits fix both: tell Claude to warn you before a long job, and condense often.

What you'll learn

The alert rule: tell every Project that if a generation will take over 10–20 minutes, Claude must warn you first — so you decide before it burns your credits
How to condense: ask Claude to summarize a long chat into a brief you paste into a fresh one
When a repeating long job is really an agent — a task that runs on a schedule without you asking each time (built properly in Level 2)

Do this

01Add this line to each Project's instructions: 'If any request will take more than 10–20 minutes to generate, tell me the estimated time and cost first and wait for my go-ahead.'
02In your longest chat, ask Claude to condense it: 'Summarize this chat into a brief I can paste into a new chat — decisions, facts about me, and what's still open.'
03Start a fresh chat with that brief and notice how much faster and sharper the answers are
04Write down one long job you repeat weekly — that's your future agent

Tip. Condense before the chat feels slow, not after. A 10-line brief in a fresh chat beats a 200-message thread every time — cheaper, faster, and Claude loses nothing that matters.

In your business

Before a large product-catalog job, ask what can be estimated and approve a small sample; check actual usage controls separately.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Good morning

How can I help today?

Reply to Claude…

Project instructions

Rule

If any request will take more than 10–20 minutes to generate, tell me the estimated time first and wait for my go-ahead before starting.

Step 1 of 4

The alert rule. Put it in your Project instructions once and it protects every chat in that Project.

Copy this prompt

Two things: 1. From now on in this Project: if any request will take more than 10–20 minutes to generate, tell me the estimated time first and wait for my go-ahead before starting. 2. Condense this chat into a brief I can paste into a new chat: decisions we made, facts about my business, and what's still open.

Your turn

Add the alert rule to one of your Projects, then condense your longest chat into a brief. Paste the brief below. What did Claude keep — and what did it drop that you expected?

Create a free account to write your answer here and save it to your workbook.

Module 17 · Introduction to Claude Design

Design

Claude Design turns a description into visual work you can see, refine and share: a customer one-pager, a shop promotion, a presentation or a clickable service-booking mockup. This lesson introduces the Claude Design tool itself—not just asking a chat for design advice.

What you'll learn

Where to start: Design if it appears in your sidebar, or describe your visual in a Claude conversation; Design also works through Artifacts
How to give Claude Design a useful brief with your audience, real business details, brand references and what to avoid
How to refine a visual using comments on elements, direct text edits and available layout controls
How to review and export or share your work—and when to involve a professional designer

Do this

01Open Claude and select Design if your sidebar shows it, or start a conversation asking for a visual. Check the official guide below if your screen differs.
02Choose one real business need: a customer service sheet, shop promotion, venue menu or proposal one-pager. Add approved brand references and accurate information.
03Describe your audience and format. Let Claude Design produce a first version, then review the actual visual—not just its description.
04Comment on one element you want changed or edit its text directly. Ask for clearer hierarchy and check readability on a small screen.
05Verify prices, claims, spelling and permissions. Choose an available export such as PDF, PowerPoint or HTML, or review sharing permissions before sending a link.

Tip. Claude Design creates visuals; it is not a scheduled posting agent. A good-looking mockup is not automatically a working booking system. Your course purchase does not include a Claude subscription; check your account for feature access and usage limits.

Start with Claude Design

Claude Design is now available inside Claude conversations and Artifacts. If your sidebar includes Design, you can start there too. Available controls, exports and limits can vary by account and output.

Claude Design Official getting-started guide

1.Describe what visual you need, who it is for and where you will use it.
2.Bring approved brand files or reference examples; leave out private customer data unless you have permission.
3.Review the canvas, refine a specific element and check export or sharing options.

Example. A consultant turns a proposal into a readable customer one-pager; a shop drafts a promotion with real prices. Bring in a designer for trademark-sensitive logos, specialist print production or final brand-critical review.

New

Projects

Artifacts

Scheduled

Design

Customize

Look for Design

In Claude’s left sidebar, below Scheduled and above Customize. Availability can vary by account.

Simplified visual based on the Claude sidebar.

Your Claude Design brief

Prepare a prompt here, then create the visual in Claude Design. Your conversation is saved to your account.

In your business

Use Claude Design to turn approved product information and real prices into a promotion one-pager. Edit the offer text directly and review it before sharing.

Click-through guide

Click Next to walk through the screens. Simplified — your app may look a little different.

Claude Design

Local services

Reliable plumbing services

Repairs & maintenance

Your approved prices

Your contact details

Use Claude Design to make a one-page service sheet for my plumbing business. Audience: homeowners. Use my approved services, prices and contact details. Keep it clear and easy to read.

Step 1 of 4

Start in Design if it is in your sidebar, or request a visual in a Claude conversation. This simplified example is a service business, not a content campaign.

Copy this prompt

Use Claude Design to create a [customer one-pager / shop promotion / menu / proposal] for [my business]. Audience: [who will read it] Goal: [what they should understand or do] Format: [one-page PDF / presentation / clickable mockup] Use only these approved details: [real copy, prices and contact details] Brand references: [logo, colors and examples I can use] Avoid: [styles or claims I do not want] Create a visual first version. Then help me review readability, accuracy and mobile layout before I export or share it. Do not publish or send anything without my approval.

Your turn

Create one real business visual in Claude Design. Record your brief, the edit that improved it most, and how you exported or shared it. What still needs a human review?

Create a free account to write your answer here and save it to your workbook.

Ready to do the work?

Your answers save to your personal workbook once you have an account.

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