Claude Jump Start
Get Claude to remember your business, research with sources, check contracts and build shareable tools.
Who it’s for: Teams choosing Claude, or anyone who wants a careful second assistant.
- Module 1 · Claude · Beginner · ~7 min
Your first chat with Claude
Pick a model, attach a customer's complaint email with the + menu, write a four-part prompt, read Claude's reply, ask a follow-up, then pin and rename the chat.
- Module 2 · Claude · Beginner · ~8 min
Claude Projects: your business, remembered
Create a project for your business, give it instructions for tone and policies, add your price sheet and warranty as project knowledge, and get a customer quote that uses all of it.
- Module 3 · Claude · Beginner · ~10 min
Roll Out a Team AI Policy in One Afternoon using Claude
Your team is already using AI, with or without rules. Someone tried ChatGPT on a proposal, someone used a free tool to tidy a client spreadsheet, and nobody ever said what is okay.
- Module 4 · Claude · Beginner · ~7 min
Artifacts: build a price calculator you can share
Have Claude build an interactive lawn price calculator, try it in the artifact panel, ask for a change, and share it with a link.
- Module 5 · Claude · Beginner · ~7 min
Research: a cited competitor price scan
Turn on Research, have Claude check what nearby competitors charge, read the cited report, check a source and ask a follow-up.
- Module 6 · Claude · Beginner · ~11 min
Check a contract for red flags with Claude
Upload a vendor contract, get it in plain English, find the risky clauses with the exact words quoted, draft questions for the vendor, and save the review as a project for the next one.
- Module 7 · Claude · Beginner · ~5 min
Claude: compare two versions of a document and see what changed
Paste last year’s and this year’s policy, get a side-by-side table of what changed, catch what Claude gets wrong, and turn it into a note to staff.
- Module 8 · Claude · Beginner · ~7 min
What are Claude Skills?
Learn what a Claude skill is, switch on the setting skills need, turn on an example skill in Customize, and watch Claude use its Excel and Word skills on its own.
- Module 9 · Claude · Intermediate · ~8 min
Connect your tools: Google Drive, Gmail and Calendar
Connect Google Drive, Gmail and Google Calendar to Claude, then find your price sheet, summarize a customer's email thread and check your week, approving each tool as Claude asks.
- Module 10 · Claude · Intermediate · ~8 min
Use case: build your own skill with the skill creator
Turn a report you make every week into a skill. Claude’s skill creator interviews you, drafts the skill, tests it and packages it. Then you use it on a real week, improve it once, and see the better report.