Claude 101: Building Your AI Assistant From the Ground Up - Photography Business Coach

In this post, I walk you through exactly how I use Claude as the operational support behind all three of my businesses, and why it has replaced ChatGPT for me when it comes to the bigger, more complex work. We start with the foundation, which is organizing a master folder on your computer and in Google Drive so Claude always has the right context to pull from. From there I show you how I trained Claude with my brand DNA, my website content, my reviews and my founder story so it can draft emails, write blog posts, build website pages and support my marketing in a voice that actually sounds like me. You will see my real setup inside the desktop app, including global instructions, project-specific instructions, connectors for Google Drive, Gmail, Google Calendar and ClickUp, and the scheduled tasks I use for daily briefings, inbox monitoring and SEO audits. We also talk through the brand story piece, including how to lead with resilience rather than the hard parts, and why AI should support your judgment rather than replace it. Start with the basic setup, build it in layers, and let it grow with your business.

Module 8 · Lesson Workbook

Claude 101

Setup, training, organization and scaling with impact. The written walkthrough of everything I showed you on the call.

Katie MonroeKreate Collective CoachingMomentum Method2026 Edition

Six months. That is roughly how much time Claude gave back to me on the Kreate Photography website alone. Not because it did the thinking for me, but because once it understood my brand, it could do the building beside me.

Here is the thing nobody tells you about AI. The tool is not the hard part. The setup is. Most photographers open Claude or ChatGPT, type a request, get something generic back, and decide AI is not for them. What they were missing was not a better prompt. It was context. Claude did not know who they were, who they serve, how they speak, or what they sell.

I built my system in layers over the past year. A master folder on my computer. A mirror of it in Google Drive. A brand DNA document for each of my three businesses. Global instructions that tell Claude how I write. Projects that hold the context for each brand. Connectors to my calendar, inbox and ClickUp. And scheduled tasks that quietly run in the background so I wake up to a briefing instead of a blank inbox.

This workbook is that entire setup, start to finish, with the real screenshots from my own computer. You do not need to build all of it this week. You need to build the foundation this week, and then let it grow with your business. That is the same philosophy behind everything in the Momentum Method. Structure first. Consistency over intensity. Systems that create freedom.

Kreate Collective Standard

AI should function as operational support for your business. It helps with content, workflows and organization. It never replaces your judgment, your relationships or your creative eye.

In this workbook

1. 01Why Claude, and which plan to start on
2. 02Your master folder on your computer
3. 03Your master folder in Google Drive
4. 04Settings, privacy and the desktop app
5. 05Global instructions that make Claude sound like you
6. 06Your Brand DNA blueprint, start to finish
7. 07Projects and project instructions
8. 08Connectors: calendar, Drive, Gmail and ClickUp
9. 09Memory, artifacts and skills
10. 10Scheduled tasks that run your mornings
11. 11Putting Claude to work on real projects
12. 12Your seven day setup plan and worksheet

01

Foundation

Why Claude, and which plan to start on

I still use ChatGPT for quick things. But when the task has more than one step, when it touches my files, my calendar or my inbox, or when it needs to hold a lot of context at once, Claude is where I go. It handles long documents without losing the thread, it writes in a voice that feels human once it is trained, and the desktop app can actually do things inside my business rather than just talk about them.

You will use Claude in two places, and it helps to know the difference early.

Desktop app

This is where the doing happens. Files, folders, connectors, projects, scheduled tasks and anything that needs to reach your tools. Download it, sign in, and keep it open.

Browser and phone

This is where the thinking happens. Quick brainstorming, a second opinion on something you paste in, a fast question from the car line. Your instructions follow you here too.

My rule of thumb: desktop is for doing things, browser is for thinking things through.

What to set up today

• Sign up for the paid plan, which is currently $20 per month. The free version will not give you the file access, projects and connectors this lesson depends on.
• Download the Claude desktop app for Mac or Windows and sign in with the same account.
• Install the Claude app on your phone so your projects and instructions travel with you.

A quick word on cost. Twenty dollars a month sounds like another subscription until you count the hours. If Claude drafts one client email sequence, one blog post and one week of captions for you, it has already paid for itself many times over. Treat it as a team member, not a tool, and it will behave like one.

02

Organization

Your master folder on your computer

Claude can only work with what it can find. Before you write a single prompt, give it a home.

Everything Claude touches on my computer lives inside one folder in my Documents called Claude Working Files. When I connect a folder to the desktop app, this is the one I choose. Inside it, I keep four top level folders, and everything else nests underneath. Here is what it looks like on my Mac right now.

ScreenshotMy actual Claude Working Files folder in Documents. The first column is my Documents folder, the second is the four top level folders plus Working Docs, and the third is what lives inside Working Docs.

How the structure works

• Artifacts. Dashboards, HTML pages and anything interactive Claude builds for me, like my Katie Monroe HQ command center.
• Claude Code. Website builds and anything technical. This is where my Kreate Photography website redesign lived.
• Claude Desktop. Outputs from everyday Cowork sessions.
• Scheduled. Reports from scheduled tasks, so my daily briefings and weekly SEO audits have a paper trail.
• Working Docs. The heart of it. Active Drafts, Brand Resources, Exports and Outputs, Inbox, Projects, Templates, plus a MASTER folder for each brand that holds its brand DNA and knowledge base.

You do not need all of this on day one. You need a version of it that matches the size of your business today, and room to grow. Here is the starter structure I recommend for a photographer with one brand.

Starter structure, one brand

• Claude Working Files in Documents
  • YOUR BRAND MASTER
    • Brand DNA Blueprint.docx
    • Global Instructions.txt
    • Project Instructions.txt
    • Brand Resources logos, fonts, headshots, reviews
  • Working Docs
    • Inbox anything you drop in for Claude to read
    • Active Drafts emails, blogs, captions in progress
    • Exports and Outputs finished work Claude has produced
    • Templates email templates, SOPs, prompts that work
  • Artifacts
  • Scheduled

Naming matters. Use plain, descriptive folder names. Claude reads folder names for context the same way a new assistant would. "Brand Resources" tells it more than "misc" ever will. And put your most important folders in caps so they rise to the top and you can find them at a glance.

Connect the folder to the desktop app

Open the Claude desktop app, start a new Cowork session, and click Add folder. Choose Claude Working Files. From that moment, Claude can read from it and save to it. Every file it creates for you lands in a place you already understand.

03

Organization

Your master folder in Google Drive

Your computer folder is where Claude works. Google Drive is where the work is safe, shared with your VA or team, and reachable from anywhere. I keep an AI Command Center folder in Drive that mirrors the computer structure, and once the Google Drive connector is on, Claude can read from it directly.

Google Drive, AI Command Center

• AI Command Center
  • YOUR BRAND MASTER
    • Brand DNA the master brief, always the current version
    • Prompts and Workflows prompts that worked, saved for reuse
    • Content in Progress drafts being worked on
    • Approved and Published finished pieces for reference and repurposing
  • Screenshots and Setup images of your system for your team

If you run more than one brand like I do, create one MASTER folder per brand under the same command center. Kreate Photography, Katie Monroe Brand Photography and The Kreate Collective each have their own, and each has its own brand DNA. Claude should never blend them, and separate folders make that easy to enforce.

The two folder rule

• The computer folder is the workspace. Claude creates here.
• The Drive folder is the library. Finished and approved work lives here.
• Your brand DNA lives in both, and the Drive copy is the one your team references.

04

Setup

Settings, privacy and the desktop app

Before you feed Claude anything about your business, spend ten minutes in Settings. There are only a handful that matter, and one of them matters a lot.

1. Profile and instructions

   Under Settings, find the field for personal preferences or instructions. This is where your global instructions go. We will write them in the next section. Add your name and your business name here as well.

2. Privacy

   Find the option to help improve AI models and turn it off. You are about to give Claude your brand DNA, your client names and your pricing. Keep that inside your account.

3. Notifications

   Turn on notifications for scheduled tasks and completed work so you are not sitting there watching a progress bar. Let it work while you shoot.

4. Memory

   Make sure memory is on. This is how Claude remembers decisions across conversations without you repeating yourself.

5. Connectors

   You will find Google Calendar, Google Drive and Gmail here. Leave this tab open. We come back to it in section eight.

Non negotiable

Help improve AI models stays off. Your business information is yours.

05

Training

Global instructions that make Claude sound like you

Global instructions are the standing brief Claude reads before every single conversation. They are the difference between generic AI copy and words that sound like they came out of your mouth.

Mine run about two pages. They cover who I am, my three brands and the audience each one serves, the voice for each brand, my writing style rules, how I structure emails and social content, my client experience philosophy and my business philosophy. They end with one question Claude has to ask before it hands anything back: does this sound like Katie Monroe?

Yours will be shorter to start, and that is fine. Use this template, fill in every line with your real answers, and paste the whole thing into the instructions field in Settings.

Who you are supporting

You are supporting [Your Name], a [type of] photographer based in [city and region] with [number] years of experience. [She or he] values [three or four values, for example warmth, professionalism, consistency and exceptional client service].

The brand

[Brand Name], founded [year]. [One sentence on what you photograph.] Audience: [who books you]. Markets: [where you shoot]. Positioning: [one or two sentences, for example "Luxury without being stuffy. Editorial without being overly posed."]. Brand pillars: [three to five words].

Voice

Write [warmly, naturally, conversationally, professionally]. Never sound [trendy, salesy, corporate]. Avoid these words and phrases: [list yours, for example game changer, unlock, crush it, hustle, rockstar].

Writing and grammar rules

Full paragraphs in complete thoughts. Commas and periods, not dashes. No emojis. No buzzwords. For lists use thin arrows or small bullets. Keep emails readable and not too long.

Content rules

Lead with story, follow with value, end with action. Use real examples. Make it actionable. Emails follow hook, story, lesson, action step, call to action.

Client experience philosophy

Clients should feel welcomed, supported, understood, guided and valued. Never recommend a transactional approach when a relationship based one would be stronger.

Final output rule

Before producing any content, ask: does this sound like [Your Name]? If not, make it warmer, more human, more practical and more relationship focused. Always ask if in doubt.

From the call

Sharanda asked how much of her childhood story belonged in her brand voice. My answer was the same one I give myself. Lead with the resilience, not the wound. The hard chapters shaped how you show up for clients, and that is the part worth telling. Your instructions should describe who you are today and how you want to be experienced, not relitigate everything that got you here. Save the deeper story for the founder section of your brand DNA, where it has room to breathe.

Tech stack tip. I also paste my full tech stack into my preferences, every tool from Dubsado to Flodesk to Pixieset, with one line on what I use each for. It means I never have to explain my setup again, and when Claude recommends a workflow, it recommends one built on the tools I already own.

06

Training

Your Brand DNA blueprint, start to finish

If global instructions are the two page brief, your Brand DNA is the full operating manual. It is the single most valuable document you will create in this module, and possibly in this entire course.

My Kreate Collective Brand DNA is 67 pages. It covers the founder story, positioning, mission and values, student psychology, voice and language bank, visual standards, every offer and every module of the Momentum Method, the podcast, the coaching methodology, sales psychology, the content engine, my AI operating system, SOPs, brand boundaries and an implementation roadmap. Every time Claude writes a sales page, a podcast script, a student email or a lesson summary for me, it reads from this document first.

Yours does not need to be 67 pages. It should be as long as it needs to be to capture how your business actually thinks, and no longer. Keep it under 100 pages. Past that point, it stops being a reference and starts being a burden to maintain.

What a Brand DNA is, and what it is not

It is

• The internal source of truth for how your brand thinks, sells, speaks and serves.
• Written for Claude, your VA, a future copywriter and future you.
• A living document you update as your business evolves.

It is not

• A mood board or a loose collection of slogans.
• Your website copy pasted into a doc.
• Something you write once and forget.

What must be inside

This is the table of contents I recommend for a photography business. It is adapted directly from my own Kreate Collective blueprint, trimmed to what a single brand needs. Each section gets its own heading in your document so Claude can find it quickly.

How to use this blueprintWhat the document is, who it is for, and how to apply it when making decisions.

Brand snapshot and non negotiablesThe short version, the brand in one sentence, the brand in five words, and what every touchpoint must never sound like.

Founder story and brand originYour history, the turning points, and your role today. Lead with resilience.

Core positioning and market categoryWhere you sit in the market, what the brand is, what the brand is not, and your competitive advantage.

Mission, vision, values and promiseWhy you exist, where you are going, what you stand for, and what a client can count on.

Ideal client, psychology and buying driversWho books you, the segments within that, what they are really buying, and their fears and desires.

Brand voice, messaging and language bankVoice attributes, words to use often, phrases to avoid, and ten core messaging lines.

Visual identity and design standardsPalette with hex codes, typography, mood, image direction, and design rules.

Offer suite and pricing philosophyEvery package and product, who it is for, and how you think about pricing and value.

Signature client experienceYour process from inquiry to gallery delivery, step by step, with the emotional intent of each touchpoint.

Markets and locationsThe regions, venues and settings you serve, and how you describe each one.

Sales psychology and objection handlingCommon objections, how you answer them, and your frequently asked questions in your voice.

Proof, reviews and client storiesReal testimonials, transformations and results, with names or initials as permitted.

Content engineEmail, social, blog, SEO and podcast. Content pillars, cadence, and structure rules for each platform.

AI operating systemThe role AI plays, AI non negotiables, your prompt foundation paragraph, and a review checklist.

SOPs, checklists and templatesInquiry response, booking, pre session prep, delivery, review request, and anything you repeat.

Brand boundaries and red flagsWhat the brand will never do, say or sell, and the warning signs of off brand output.

Implementation roadmap and updatesWhat is being built next, and a log of when this document was last revised.

Appendix: master message mapA one page summary of the most important lines and positioning, for quick reference.

Do not skip these three

If you only had time for three sections, write the brand snapshot, the voice and language bank, and the AI operating system. Those three alone will transform what Claude gives you back.

How to create it with Claude

You are not going to sit down and write 40 pages. You are going to gather what already exists, hand it to Claude, and let it interview you for the rest. Here is exactly how I did it.

1. Gather your raw material

   Put all of it in your Inbox folder so Claude can read everything at once.

   • Your Module 2 brand strategy and identity work from this course.
   • Your website, either the live link or every page copied into a doc.
   • Your reviews. Google, The Knot, WeddingWire, Yelp, anywhere clients have described you in their own words.
   • Your pricing guide, welcome guide and any client emails you are proud of.
   • Your founder story, recorded. Open your voice memos, talk for twenty minutes about why you started, what changed, and what you believe now. Have it transcribed. This is the ingredient most people skip and it is the one that makes the document sound like you.

2. Start a Cowork session with your folder connected

   Open the desktop app, connect Claude Working Files, and start with this prompt.

   I am building a Brand DNA blueprint and AI knowledge base for my photography business, [Brand Name]. In my Inbox folder you will find my brand strategy work, my website copy, my client reviews, my pricing guide and a transcript of my founder story. Read all of it before you do anything else.

   Then interview me. Ask me one question at a time, in order, to fill in anything you cannot find in those files for the following sections: [paste the table of contents above]. Do not write the document yet. When you have what you need for a section, tell me and move to the next one.

3. Answer the interview honestly

   This will take an hour or two, and it is the most useful hour you will spend in this module. Talk the way you talk. Claude is capturing your voice as much as your facts. If a question does not apply, say so and move on.

4. Have Claude draft the document

   Now write the full Brand DNA blueprint as a Word document saved to my [Brand] MASTER folder. Use the table of contents as the section headings. Write in my voice, using my own words from the reviews and transcript wherever possible. For the voice section, include a language bank of words to use often, phrases to avoid, and ten core messaging lines. For the AI operating system section, include a prompt foundation paragraph I can reuse, AI non negotiables, and a review checklist. Keep it under 60 pages. Add a one line brand standard at the end of every section that captures the rule to follow when in doubt.

5. Review it like a client would

   Read the whole thing. Mark anything that sounds like a generic coach, anything that is inaccurate, and anything that is missing. Then hand your notes back to Claude in one message and ask it to revise. Two rounds is usually enough.

6. Save it in both places and reference it everywhere

   The final version lives in your MASTER folder on your computer and in your Brand DNA folder in Drive. Upload it to your Claude project as a knowledge file, which we cover next. From now on, every project instruction starts with "Reference the Brand DNA blueprint before writing anything."

Keep it alive

Mine is called a living blueprint for a reason. When I add an offer, change a price, shift a position or learn something on a client call that changes how I describe my work, the document gets updated. I put a revision date on the cover. Set a reminder to review yours each quarter, or ask Claude to do it for you as a scheduled task.

Why the founder story matters so much

My own story has burnout in it. I built Kreate Photography through economic changes, platform changes, motherhood and a lot of years where I was carrying every part of the business in my head. The Kreate Collective exists because of that chapter. In my brand DNA, that story is told as the reason I teach systems, not as a list of hard things that happened. That is the framing I want for you too. The hard things are context. The resilience is the brand.

07

Organization

Projects and project instructions

Global instructions tell Claude how you write. A project tells Claude what it is working on. One project per brand, each with its own instructions and its own knowledge files.

Here is my Projects screen. I keep one master project for each of my three brands, plus a separate one for the Momentum Method course and membership, and a few smaller ones for things like Claude skills and finances. Projects made in the browser and in Cowork now show up in one place, so wherever you start, you can pick up where you left off.

ScreenshotMy Projects view in the Claude desktop app. One master project per brand, a dedicated project for the course, and a few utility projects. The ones marked Local are linked to a folder on my computer.

How to create your first project

1. Click New project and name it

   Use your brand name in caps and the word MASTER, so it matches your folder on the computer and in Drive. Consistency across all three places is what makes the system feel effortless later.

2. Add your knowledge files

   Upload your Brand DNA blueprint first. Then your pricing guide, your welcome guide and a document with your best reviews. This is the context Claude reads every time you open the project.

3. Write the project instructions

   These are different from global instructions. They are specific to the work this project does. Here is an example modeled on my Kreate Photography master project.

   Project instructions, example

   This project is the master workspace for [Brand Name], my [wedding and family] photography business serving [Sonoma County, Napa Valley and the Bay Area]. Reference the Brand DNA blueprint in the knowledge files before writing anything. All content is for couples and families, never for business clients, and should sound warm, calm, experienced and personal. When I ask for an email, follow the structure in my global instructions and personalize it with the client's first name. When I ask for a blog post, write 800 to 1200 words, optimize for the location and service in the title, and end with a soft invitation to inquire. When I ask for captions, give me five angles from the same story. Save every finished piece to Working Docs, Exports and Outputs, with the date in the file name. If anything in a request seems to belong to a different brand, stop and ask me before continuing.

4. Link the project to your folder

   In Cowork, start a session inside the project and add your Claude Working Files folder. Now Claude has your knowledge files, your instructions and your working folder all in one place.

If you have more than one brand, resist the urge to combine them into one project to save time. Separate projects are what keep your wedding voice out of your commercial proposals. This is the single most common mistake I see, and it is the easiest one to avoid.

08

Integration

Connectors: calendar, Drive, Gmail and ClickUp

Connectors are what turn Claude from a writing assistant into an operations assistant. Once they are on, Claude can look at your calendar before it plans your week, read a document in Drive without you downloading it, draft replies in your inbox, and check your tasks in ClickUp. Everything still runs through you. Claude drafts and you send.

Turn on these three first

• Google Calendar. So Claude knows when you are shooting, when you are free, and when a deadline is real.
• Google Drive. So Claude can read your AI Command Center and your brand DNA without you uploading it every time.
• Gmail. So Claude can summarize what needs a reply, draft it in your voice, and flag what is urgent.

Go to Settings, find Connectors, click each one and sign in with the Google account you run your business from. Approve the permissions. That is it. Claude will ask before it takes any action that sends, deletes or changes something.

Add these when you are ready

• ClickUp for project management. My daily briefing pulls what is due from here.
• Zapier as the bridge to tools without a direct connector. This is how Claude reaches Flodesk for me, checks new bundle purchases and drafts a personal email to each buyer.
• Slack if you work with a team.

Build the structure before the automation

I did not connect ClickUp and Zapier until my folders, brand DNA and projects were solid. Automation built on top of chaos just delivers chaos faster. Foundation first, always.

09

Systems

Memory, artifacts and skills

Memory

With memory on, Claude keeps a running file about how you work. Decisions you have made, tools you use, preferences you have stated. You will notice it after a few weeks when you stop having to repeat yourself. If it remembers something wrong, tell it, and it will correct the file.

Artifacts

An artifact is something Claude builds that lives outside the conversation. A web page, a dashboard, an interactive tool. My favorite is my Katie Monroe HQ, a command center Claude built that pulls together my calendar, inbox, leads, ClickUp tasks and what needs my attention across all three brands, every morning. I did not code it. I described what I wanted to see and Claude built it.

ScreenshotMy Artifacts screen. Katie Monroe HQ is pinned at the top. Below it, Claude offers starter artifacts like Week at a glance and Unread email digest, which are a good place to begin.

Start with one of the suggested artifacts, like Week at a glance. Once you see what it does, you will have ideas of your own.

Skills

A skill is a saved procedure Claude can follow every time, like a recipe. I have skills for my morning briefing, my inbox triage, my blog publisher, my cold outreach for each brand, my shot lists and my call sheets. When something works and you know you will want it again, ask Claude to turn it into a skill. It will draft one and you save it.

10

Systems

Scheduled tasks that run your mornings

This is the part of the call that made people sit up. Scheduled tasks are Claude working while you are not.

Every morning at 4:45, before I am awake, Claude reads my calendar, my inbox, ClickUp, Dubsado and Flodesk and emails me a briefing. During the day it checks my inbox every ten minutes and only flags what actually needs me. At 5 PM it sends a recap of everything it did for me that day. On Mondays I get an SEO audit of all three websites, one substantive growth idea, and a review of the week's leads with follow up drafts ready for my approval. On Fridays, a status update on the week.

ScreenshotMy Scheduled tasks screen. Each card shows what the task does, when it runs, and whether it runs on my computer or in the cloud. Keep awake is on so tasks set to run on my computer are not missed.

Start with one

Do not build eight tasks in your first week. Build one, let it run for a few days, adjust it, and then add the next. Here are the two I recommend starting with.

Daily recap

Runs at the end of your workday. Summarizes what Claude did for you, what is waiting on you, and what is due tomorrow. Low risk, and it teaches you what Claude can see.

Email watch

Checks your inbox on a schedule and flags only new inquiries and anything urgent. It does not reply for you. It makes sure a lead never sits unseen for a day while you are on a wedding.

How to create one

1. Open Scheduled tasks and click New task

   Give it a plain name. Daily recap. Email watch.

2. Write the prompt as a complete instruction

   Each run starts fresh, so tell it everything. Here is my daily recap prompt, simplified.

   You are supporting [Your Name] at [Brand]. Review my Google Calendar, Gmail and ClickUp for today. Email me a short recap at [your email] with three sections: what happened today, what is waiting on me, and what is due tomorrow. Keep it under 200 words, warm and direct, no dashes, no emojis. Only include items that actually need my attention.

3. Set the schedule

   Pick a time you will actually read it. Mine arrive before my coffee and at the end of my day.

4. Choose where it runs

   Tasks that need your local files run on your computer, so leave Keep awake on. Tasks that only use connectors can run in the cloud and will work even when your laptop is closed.

What a good briefing sounds like. Mine reads like a note from a very organized assistant. "Your biggest priority today is the Ads Manager onboarding email. Two wedding inquiries came in overnight and are waiting in the queue. Payroll cleared. You have three events today and the first is at 12:30." That is the tone you are aiming for. Specific, calm, and only what matters.

11

Scaling

Putting Claude to work on real projects

Once the foundation is in, the projects get big. Here are three from my own business, so you can see what becomes possible.

The website redesign

I rebuilt the Kreate Photography website with Claude Code, one HTML block and one content piece at a time. Location pages for Sonoma County, Napa Valley and San Francisco. Service pages for weddings, families and lifestyle. Each one written from my brand DNA, optimized for search, and dropped into Squarespace. I estimated it saved me six months of writing and design work, and the site sounds more like me than any version I paid someone else to build.

Publishing a blog post in one session

On the call, I showed you the whole flow. Record or outline the story, ask Claude to write the post from my brand DNA and keyword research, have it format the HTML block, paste it into Squarespace, and add the meta title and description it drafted. Twenty minutes, start to publish. I now have a skill that does the whole thing on request.

Cold outreach and partnerships

For my brand photography business, Claude researches companies, drafts a personal first email in my voice, and organizes the follow ups in a sequence. I review every single one before it goes out, but the research and the first draft used to take me a full afternoon each week. Now it takes an hour.

The pattern to notice

In every one of these, Claude is doing the assembly and I am doing the judgment. That is the relationship you want. Technology should support humans, not replace them.

12

Action

Your seven day setup plan and worksheet

Here is the order I would build it in if I were starting today. One thing a day. By next week you will have a system that most photographers never get around to building.

1. Day one: accounts and app

   Paid plan, desktop app, phone app. Turn off help improve AI models. Turn on memory and notifications.

2. Day two: folders

   Build Claude Working Files in Documents using the starter structure. Build the AI Command Center in Google Drive. Connect the computer folder to the desktop app.

3. Day three: global instructions

   Fill in the template from section five and paste it into Settings. Test it by asking Claude to write a short inquiry reply and see if it sounds like you.

4. Day four: gather your raw material

   Module 2 work, website, reviews, pricing guide. Record your founder story on a voice memo and get it transcribed. Put everything in your Inbox folder.

5. Day five: Brand DNA

   Run the interview prompt. Answer honestly. Have Claude draft the document and do one round of revisions.

6. Day six: project and connectors

   Create your MASTER project, upload the brand DNA and write your project instructions. Turn on Google Calendar, Drive and Gmail.

7. Day seven: first scheduled task

   Set up a daily recap. Let it run over the weekend. Adjust on Monday.

Worksheet

My brand in one sentence

My brand in five words

Three words that describe how I want clients to feel after working with me

Five words or phrases Claude should never use in my voice

The raw material I already have for my Brand DNA

• Module 2 brand strategy work
• Website copy, every page
• Client reviews collected into one document
• Pricing guide and welcome guide
• Founder story recorded and transcribed
• Logos, fonts and hex codes

The first scheduled task I will build, and when it will run

The one project in my business I most want Claude's help with this quarter

Resources coming your way

• The replay of this session.
• My AI Brand DNA table of contents, for inspiration.
• Screenshots of my complete folder and project setup.
• My global instructions for Claude, plus an example of project specific instructions.

Before you go

Start with the foundation. Let the rest grow.

You do not need to become a technologist to do this. You need a folder, a document that captures who you are, and the patience to build one layer at a time. Everything I showed you on the call, I built the same way. A little every week, on top of a structure I trusted.

Post your first scheduled task in the community when it runs, and tag me. I want to see it. And if you get stuck anywhere in this workbook, bring it to our next call. That is what the membership is for.

Katie

Katie Monroe · Kreate Collective Coaching · Momentum Method · Module 8