DM Guide

My exact Claude Projects setup

The four-part system I run across my business so every conversation starts with my voice, my documents, and my rules already loaded. Copy the templates, set it up in ten minutes.

5 Steps
~10 min Setup time
3 Starter projects
$0 Free plan works

What is a Claude Project?

A Project is a persistent workspace inside Claude with its own instructions, its own uploaded documents, and its own chat history. Every conversation you start inside the project inherits all of it, so Claude already knows who you are, what you're working on, and how you want it to reply.

What you'll have after this
A system prompt
Your role, business, and voice: set once, used every chat
A knowledge base
Your SOPs, templates, and writing samples uploaded
Content project
For captions, scripts, hooks, social posts
Client project
For proposals, emails, deliverables
Research project
For analysis, synthesis, idea exploration
A weekly refine habit
The setup gets sharper every week
Before you start: You need a Claude account at claude.ai. Projects are free on every plan. The free plan caps you at 5 projects, which is plenty for this guide. You only need 3. Pro ($20/mo) unlocks unlimited projects and a bigger knowledge base if you outgrow it.
1

Create your first Project

Open claude.ai in a browser and sign in. In the left sidebar, click Projects, then click + New Project in the top right.

Name it Content. We'll do the other two in Step 4.

Why "Content" first: It's the easiest place to feel the difference. You'll start writing captions and scripts where Claude already sounds like you, no priming, no re-explaining.
2

Paste the system prompt

Inside your new project, click Instructions (sometimes labelled "Custom Instructions" or accessible from the project settings icon). Paste the template below and fill in the bracketed sections.

System Prompt Template
You are my AI thinking partner for [BUSINESS NAME], a [WHAT YOU DO] serving [WHO YOU SERVE].

ABOUT ME
- Role: [YOUR ROLE — e.g., founder, operator, freelancer]
- Voice: [HOW YOU SOUND — e.g., direct, plain English, no hype]
- Decision style: [e.g., I bias toward shipping fast and iterating]
- Constraints: [e.g., solo operator, no dev team, limited time]

HOW I WANT YOU TO RESPOND
- Default to brevity. No preambles, no "here is...", no hedging.
- Use my voice in any draft — see writing samples in the knowledge base.
- Ask before you guess. If context is missing, ask one specific question.
- When there's more than one path, surface the trade-off before recommending.
- Plain language only. No corporate jargon, no buzzwords.

WHAT'S IN THE KNOWLEDGE BASE
- Brand voice / tone guide
- Best examples of my writing (use these to match my style)
- SOPs for recurring work
- Templates I reuse (briefs, scripts, emails)

Reference these proactively. Don't ask me to repeat context that's already there.

Click Save. That's your system prompt locked in for every chat in this project.

Tip: Keep this template in a doc somewhere. You'll paste it into every new project and tweak the top section for each context (Content vs Client vs Research).
3

Upload your knowledge base

On the project's main page, find the Project knowledge panel and click the + button to add files. Upload one document at a time. PDF, DOCX, TXT, CSV, and HTML all work. Up to 30MB per file.

For a Content project, upload these five:

  • Brand voice doc: one page describing how you sound, what you avoid, words you use
  • Top 5 to 10 best posts: your highest-performing captions, scripts, or threads
  • Your hook bank: opening lines that have worked for you before
  • Content pillars: the 3 to 5 themes you actually post about
  • One worked example: a finished script or caption showing your structure end-to-end
The rule: If you ever find yourself re-explaining the same thing to Claude in chat, that thing belongs in the knowledge base. Upload it once. Never explain it again.
4

Spin up the other two projects

Repeat Steps 1 to 3 twice more so you end up with three separate projects, each clean, each focused, never bleeding context into each other.

1
Content
Captions, scripts, hooks, social posts. Knowledge: voice doc, top posts, hook bank, pillars.
2
Client
Proposals, emails, deliverables, briefs. Knowledge: offer doc, ICP, proposal template, SOPs.
3
Research
Synthesis, analysis, idea exploration. Knowledge: your positioning, what you're tracking, the questions you keep asking.

Here are the three system prompts ready to paste. Each one is tuned for its job, so don't try to write one mega-prompt that covers all three.

Content project: system prompt
You are my content partner. Your job is to help me publish on [PLATFORMS — e.g., Instagram, LinkedIn, X].

ABOUT ME
- Role: [YOUR ROLE]
- Voice: see brand-voice.md in the knowledge base — match it exactly
- Audience: [WHO YOU'RE WRITING FOR, in one sentence]
- Pillars: see content-pillars.md — every piece should map to one of them

HOW I WANT YOU TO RESPOND
- Lead with the hook. Never bury it.
- Reference my hook bank and top posts in the knowledge base. Pattern-match, don't invent a new style.
- If I ask for 1 caption, give me 1 — not 3 to choose from unless I ask.
- Cut hype words. If a line would make me cringe reading it out loud, rewrite it.
- Plain language only. No emoji unless I add them.

WHAT'S IN THE KNOWLEDGE BASE
- brand-voice.md
- top-posts.md (8–10 of my best)
- hook-bank.md
- content-pillars.md
- worked-example.md (one finished post, hook to CTA)

Use these proactively. Don't ask me to repeat anything that's already there.
Client project: system prompt
You are my client-work partner. Your job is to help me produce deliverables for clients of [BUSINESS NAME].

ABOUT ME
- Role: [YOUR ROLE]
- What I sell: [YOUR OFFER, in one sentence]
- ICP: [WHO YOU SERVE — industry, size, role of buyer]
- Process: follow the SOPs in the knowledge base. Don't invent steps that aren't there.

HOW I WANT YOU TO RESPOND
- Cite the SOP or template you're working from before drafting. Tell me which doc you're referencing.
- Match the tone in the example deliverables in the knowledge base — professional but not stiff.
- If a client request doesn't fit my standard process, flag it before drafting. Don't quietly improvise.
- Default to drafting in markdown so I can paste it anywhere.
- Always include: a one-line summary at the top, then the body, then next steps.

WHAT'S IN THE KNOWLEDGE BASE
- offer.md (positioning, what's included, what's not)
- icp.md (who we serve and who we don't)
- sop-intake.md, sop-delivery.md (and any other recurring processes)
- proposal-template.md, brief-template.md, email-templates.md
- 2–3 example finished deliverables

Reference these proactively. Don't ask me to repeat context that's already there.
Research project: system prompt
You are my research partner. Your job is to help me think — not to agree with me.

ABOUT ME
- Role: [YOUR ROLE]
- Business context: [ONE SENTENCE on what you do and why this research matters]
- Questions I'm chasing: see open-questions.md in the knowledge base
- Decision style: I want options with trade-offs, not single recommendations

HOW I WANT YOU TO RESPOND
- Steelman before you support. If I propose something, give me the strongest argument against it first.
- Separate signal from noise. Mark claims as "well-supported", "plausible", or "speculation".
- Show your reasoning, not just the conclusion. I want to follow the logic.
- If you don't know, say so. Don't fabricate stats or studies.
- When I ask for a synthesis, structure it: what's true, what's contested, what's missing.

WHAT'S IN THE KNOWLEDGE BASE
- positioning.md (where I'm placing my bets)
- open-questions.md (what I'm trying to figure out)
- tracked-trends.md (things I'm watching unfold)
- prior-decisions.md (calls I've already made and why — so you don't re-litigate them)

Reference these proactively. Don't ask me to repeat context that's already there.
Why separate, not one mega-project: Without separate projects, Claude carries assumptions from your content work into your client work. Three clean contexts beat one confused one every time.
5

Refine weekly (this is where it compounds)

Once a week, spend 10 minutes inside each project asking yourself two questions:

  • What did I have to re-explain this week? → Add it to the system prompt or upload a doc
  • What output did Claude get exactly right? → Save it as an example in the knowledge base

That's the whole loop. Every week the system prompt gets sharper and the knowledge base gets richer. Inside a month, the project is doing work you didn't think AI could do, because it now has more context about your business than most of your team does.

The honest version: The first day, the outputs will be okay. The first week, good. The first month, freakishly on-brand. The compounding is the entire point.
★

First 60 seconds: the wow-moment

Before you do anything else, paste this exact prompt into your Content project. It will read your uploaded writing, infer your voice, and write you something on-brand, without you describing your voice in chat. This is the moment the setup pays for itself.

Paste this first
Read the writing samples in the knowledge base. Then do three things in order:

1. Describe my voice in 5 bullet points — what's distinctive about how I write. Be specific. Mention sentence length, vocabulary patterns, what I avoid, and the moves I make at the start of a piece.

2. Write one short post (under 120 words) in my voice about: "the one thing I'd tell my past self about [PICK A TOPIC FROM YOUR PILLARS]".

3. Mark anywhere in the post where you weren't sure whether it sounded like me. Don't smooth it over — flag the risk.
What to look for: The voice bullets should feel uncomfortably accurate, like someone reverse-engineered your writing. If they don't, your knowledge base is too thin. Add more writing samples and try again.
→

What to try next

Four prompts I run every week. Each one assumes you're inside the project where it belongs.

Content · Hook generator
"Give me 10 hooks in my voice for a post about [TOPIC]. Reference my hook bank — don't invent a style that isn't there. Rank them from most to least likely to stop a scroll."
Content · Pillar audit
"Look at my last 10 posts in the knowledge base. Which of my content pillars am I over-using? Which one am I neglecting? Suggest 3 post ideas for the neglected one — in my voice."
Client · Discovery-to-proposal
"Here are notes from a discovery call with [CLIENT]. Using my proposal template and SOPs, draft a proposal. Flag anything they asked for that's outside my standard offer."
Research · Steelman my decision
"I'm leaning toward [DECISION]. Steelman the opposing case. Then tell me the 2–3 questions I should answer before committing, and which of those I can actually answer this week."
What "in my voice" actually does: Because the knowledge base has your real writing, Claude pattern-matches your sentence rhythm, your vocabulary, what you cut, what you keep. The phrase isn't fluff. It's pointing at your uploaded examples.
?

If it still doesn't sound like you

Three reasons this usually happens, in order of likelihood:

1
Your knowledge base is too thin
Fewer than 5 writing samples = Claude has nothing to pattern-match on. Upload 5 to 10 more pieces of your best writing. Quality over quantity, but quantity matters.
2
Your samples are inconsistent
If you uploaded posts from 3 different phases of your voice, Claude averages them. Only upload writing you'd still publish today. Remove anything off-brand.
3
Your system prompt is too generic
"Direct, conversational, no hype" is not enough. Add the specific words you use, the specific words you ban, and 2 to 3 examples of the moves you make. The more specific, the closer the match.

If you're still not happy after fixing all three, paste this:

Voice diagnostic
Compare your last draft to my actual writing samples in the knowledge base. Tell me exactly where you diverged from my voice — sentence by sentence. What signals were you missing? What should I add to brand-voice.md or upload as a new sample so this doesn't happen again?
What this replaces: Pasting the same context into ChatGPT every single time. Re-explaining your business at the start of every chat. Endless "in the style of..." prompts. Once Projects are set up, every conversation starts ten steps ahead of where you used to start.