Phase 01 · Introduce
Teach context management, prompting, Projects, and human-in-the-loop habits that cut busywork and improve daily output quality.
Context foundation
- Create Projects for owner decisions, operations, sales, and client work.
- Load approved SOPs, proposals, policies, templates, and working docs.
- Teach staff when to start a new chat, when to reuse a Project, and when to bring in fresh files.
Daily work habits
- Draft client updates, meeting agendas, policy edits, and summary notes with human review.
- Use Claude to compare long documents, find inconsistencies, and turn messy notes into polished drafts.
- Build reusable prompts for weekly summaries, follow-up prep, and internal knowledge questions.
Review rules
- Keep a person responsible for approving sends, assignments, or calendar changes.
- Define which folders, client files, and internal knowledge sources are approved for use.
- Name a prompt/context owner so the workspace stays useful instead of becoming another junk drawer.