Give Claude your firm once
Lesson 1 of 3 · Claude & Cowork mastery
1 · Learn the move · Context + audience
Stop re-typing who you are every session. Write your product type, your market, your underwriting standards and your value-language boundary once as a Claude Project's instructions, and every conversation inside that Project starts already knowing them. The move is context + audience: name the situation and who the instructions serve - you, on every deal - so it stops guessing.
These are the standing instructions for my Claude Project. I broker [product type] in [market]. My voice: plain, sourced, no adjectives. Standing rule: use only figures I supply, tag every one with its source, and never present an opinion of value as an appraisal. When I paste a task, apply all of this without me repeating it.
2 · Your turn. You write the prompt
You open a fresh session five times a day and retype the same setup - your product, your market, your sourcing rule - before you can ask for anything. Write the Project instructions that carry all of it.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.