CLAUDE PROJECTS — SETUP CHECKLIST ================================== dailyai.tips Use this checklist every time you start a new Claude Project. [ ] Name the project after an OUTCOME, not a topic Good: "Weekly newsletter", "Client onboarding drafts" Bad: "Marketing", "Writing" [ ] Write custom instructions (3 sections max) 1. WHO you're writing for (one sentence) 2. TONE in 3 adjectives 3. BANNED words/phrases [ ] Upload reference files (2–5 is the sweet spot) - Brand guide or style doc - 1–2 examples of your best past output - FAQ or product/service overview - Any recurring brief or template [ ] Test with one real task Ask it to do something you'd normally do in 20 minutes. If the output needs heavy editing, refine your instructions. [ ] Set a "refresh" reminder Add a calendar reminder every 90 days to update the files. TIPS ---- - One project per client or workflow — don't mix contexts - Keep instructions under 400 words; Claude reads all of it - Use Projects for recurring work; use plain chats for one-offs - If you share a project with teammates, add a "you are helping [name]'s team" line REMINDER: Replace this file with your own polished version.