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of 5— Upgrade to Claude Pro and find Projects
What you'll accomplish
Every brief, email, and report comes out brand-consistent on the first try. You'll set up a persistent Claude Project loaded with your client's brand, history, brief template, and tone, so you never spend 10 minutes re-briefing the AI each time.
What you'll need
- A Claude Pro account ($20/month at claude.ai)
- Your client's brand guidelines document (PDF or copied text)
- Your agency's creative brief template
- Past campaign summaries or relevant project history
- Time needed: 45-60 minutes to set up; saves 30+ minutes per AI task afterward
- Cost: $20/month (Claude Pro)
Set Up a Claude Project for Your Biggest Client
Step 1: Upgrade to Claude Pro and find Projects
- Go to claude.ai and sign in (or create an account)
- Click Upgrade to Pro and complete the subscription — you'll be billed $20/month
- Once upgraded, look for "Projects" in the left sidebar — it's a folder icon below your conversation history
- Click "New Project" to create your first one
What you should see: A new project screen with a name field and an area to add project instructions.
Troubleshooting: If you don't see Projects in the sidebar, make sure you're on the Pro plan — Projects is not available on the free tier.
Tools:ClaudeMake