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Six Steps to a Claude That Actually Works for Your Business

Most business owners use Claude the same way they use Google... ask a question, get an answer, close the tab. That's not Claude working for your business. That's a chatbot with better grammar.

A properly installed Claude does six things:

  1. 1It remembers your business across every conversation... your clients, your offers, your preferences
  2. 2It has your context loaded before you type a word... brand guidelines, pricing, past proposals
  3. 3It writes in your voice... not AI-generic, not corporate default, YOUR voice
  4. 4It produces finished work you can send... not chat text you have to copy-paste and reformat
  5. 5It saves your best work so you never rebuild what already worked
  6. 6It uses the right model for the job... so you stop burning tokens on a task that takes 10 seconds

If your Claude doesn't do all six, it's not installed. It's just open.

Each step below takes 1-5 minutes. The whole install takes about 20 minutes. After that, Claude works for your business every time you open it.

Marlon Brand

Marlon Brand

Founder & CEO, Undeniable · Last updated April 2026

01Memory

Turn On Memory

~2 min

You waste the first 5-10 minutes of every chat re-explaining who you are, what your business does, and how you like things done. Memory means Claude builds a profile across chats...including your industry, preferences, and tone...and carries it forward automatically.

How to turn it on:

1
Click your profile in the bottom-left corner
2
Go to Settings → Capabilities
3
Toggle on Generate memory from chat history
4
Also toggle on Search and reference past chats
Claude Settings > Capabilities showing the Memory toggles with numbered annotations
PRO TIP

Switching from ChatGPT? This guide walks you through the full migration, including how to export your ChatGPT memory and import it into Claude so you don't start from scratch.

02Projects

Create a Project for Your Business

~5 min

Every chat starts from zero. Claude doesn't know your brand guidelines, pricing, or customer personas. Projects let you upload your business context once, and Claude references it automatically in every conversation inside that project. Think of it as a trained assistant who has read your entire operations manual before you start talking.

How to set one up:

1
Click Projects in the left sidebar
2
Hit New Project
3
Click Add content to upload key documents
4
Write custom instructions telling Claude how to behave in this project
Claude sidebar showing Projects section and New Project button
Claude project view showing the Files panel with upload options

What to upload:

  • →Brand voice guide or style notes
  • →Services and pricing
  • →FAQ document or common customer objections
  • →Past proposals or email templates
  • →Company "About Us"
PRO TIP

Create separate projects for different functions: one for Sales, one for Content, one for Operations. Each has its own knowledge base and instructions. Context doesn't bleed between them.

03Writing Styles

Set Up Custom Writing Styles

~5 min

You write differently in a client email, a LinkedIn post, or an invoice follow-up...but AI defaults to the same generic professional tone every time. Styles let Claude match your actual voice for each context. They persist across every chat and every project.

How to create a style:

1
Click the style dropdown below the chat input
2
Click Create & edit styles
3
Hit Create custom style
4
Upload 3-5 examples of your writing
5
Repeat for each context you write in
PRO TIP

Claude learns best with many examples. Keep refining the output after each use to get it closer to your natural voice.

04Artifacts

Understand Artifacts

~1 min

You ask Claude to write something long, then spend 10 minutes copy-pasting it out of the chat window into a doc, losing formatting along the way. Artifacts fix this. When Claude creates something substantial, it lives in a clean panel on the right instead of buried in chat text.

How to enable:

1
Go to Settings → Capabilities → Artifacts
2
Toggle Artifacts on. Claude will now surface substantial outputs in a dedicated side panel.
Claude Settings > Capabilities showing the Artifacts toggle

What you can build as artifacts:

  • ✓Client proposals and quotes
  • ✓Content calendars
  • ✓Landing page copy or full HTML pages
  • ✓Interactive tools such as calculators
PRO TIP

If Claude outputs a wall of text, ask it specifically to “create an artifact.” Artifacts can be made public and shared via link with no account needed to view.

05Star Chats

Star and Rename Your Best Chats

~2 min

Claude wrote you a killer email sequence six weeks ago and you have no idea how to find it in 300 conversations. The solution is to star it for easy access at the time you know it's good.

1
Click the ellipses (...) next to a chat you want to save
2
Click the star icon in the menu that opens
3
Rename it something useful and descriptive
4
Find all starred chats in the sidebar under Starred
Claude chat context menu showing the Star and Rename options
PRO TIP

Build a prompt library. When a prompt produces great output, save it in a dedicated Project. Over time, you compound the value instead of starting from scratch...you're refining proven systems.

06Models

Pick the Right Model

~1 min

If you find yourself burning through usage on simple tasks, or not getting detailed enough output on complex ones, that's fixable. Claude's three main models provide different levels of depth at different token costs.

ModelBest ForSpeed
SonnetrecommendedDaily usage: emails, drafts, analysis, 90% of tasksFast
HaikuQuick reformats, simple Q&A, short tasksFastest
OpusComplex strategy, long documents, deep reasoningSlower (3-5x more usage)
PRO TIP

Switch models mid-conversation using the dropdown at the top of any chat. Start on Sonnet and only move to Opus when the task genuinely needs it, or Haiku if the task is simpler than you thought.

Common Mistakes

  • ×Chatting like a search engine • Asking one-off questions in regular chats, then closing the tab. You'll get an answer, but Claude forgets everything.
  • ×Defaulting to Opus • Opus uses 3–5x the tokens of Sonnet. Most daily tasks don't warrant it. Save it for deep reasoning and long documents.
  • ×Scanning without direction • "Read this folder and tell me what's useful" burns tokens and returns vague output. Tell it exactly what you need and where to look.
  • ×One project for everything • Mixing clients or functions in a single Project means context bleeds. Sales conversations shouldn't reference your IT docs.
  • ×Skipping memory • Building Projects without enabling memory means Claude forgets who you are the moment you leave the Project.
07Prompting

Prompting Tips That Actually Change Results

Most business owners get mediocre output because of how they ask, not what they ask for. Three changes that make the biggest difference:

Give context upfront

Before

“Write me a proposal.”

After

“Write a proposal for a coach with 2,000 followers who runs a 6-week 1:1 program at $3,500. Keep it under 400 words with a problem/solution/investment structure.”

Specify the format

Before

“Summarize this contract.”

After

“Summarize this contract because I'm deciding whether to sign. Flag cash flow risks and lock-in clauses specifically.”

Tell Claude what you need it for

Before

“Write an email to my client.”

After

“Write a follow-up email to a client who went quiet after our proposal. Tone: warm but direct. Goal: book a 15-minute call this week.”

The pattern: more context, a specific format, and a clear reason. Those three changes alone will double the usefulness of your Claude output.

PRO TIP

The fastest way to write better prompts is to stop typing them. WisprFlow lets you hold a key and dictate directly into any text field on your screen. You talk 4x faster than you type, and spoken prompts tend to be more detailed and conversational... which means significantly better output from Claude. First month free with that link.

08FAQ

Frequently Asked Questions

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Want Claude Configured for Your Business?

We set up the full system: projects, prompts, workflows, and custom instructions trained on your actual content.

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