1. Set up Claude

Set up Claude for your business

A plain chat is like a temp who forgets you by tomorrow. Claude Code works in a folder of your files, and it keeps notes there for next time.

FROM

A chat window that forgets you

TO

Claude Code open in a folder for your business, with your files in and your voice on

What you need

  • A paid Claude plan, such as Pro. Claude Code is not on the free plan.
  • The Claude desktop app for Mac or Windows.
  • Some documents about your business. Step 3 helps you choose which ones.