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This is a beginner's guide on how to maximize their use with Claude. It includes step-by-step directions as well as three different paths you can take to creating your first Claude assistant.

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🎬 Live Session Recording

Overview Video

Welcome

You're about to set Claude up the right way — not just as a chatbot you ask random questions, but as an actual assistant that knows your business, writes in your voice, and helps you think.

By the end of this, you'll have:

A Claude Project set up with your name on it
A Knowledge Base that acts as Claude's brain
Custom Instructions that tell Claude who it's working for
Your first Skill so Claude can do a specific job on repeat
A set of starter prompts to put it to work immediately

Pick your role below. Everything from here follows your path.

Choose Your Role

Pick the one that fits closest. You can always come back and build the others.

Role	Best for
⚡ Content Assistant	Creators, coaches, solopreneurs who make content regularly
🧠 Business Thinking Partner	Founders and operators who need a strategic sounding board
📋 Executive Assistant + Accountability Partner	Anyone who needs help staying organized, on track, and following through

🎬 Live Session Recording

Welcome

Choose Your Role

Step 1: Set Up Your First Project