Startup Guide v6

Claude Code
From Zero to Dangerous

The accelerated setup guide for non-coders who want AI leverage

Written by Donal Lynch · Online Optimisers · LinkedIn
Version 6 · April 2026 · ~2 hours · 8 modules + Foundation Week · No coding experience required

Already finished this guide? The Advanced Playbook covers agents, automation, and scaling your AI operations.

Read the Advanced Playbook →
8
Modules
~2h
Total Time
Zero
Code Required
Leverage

Table of Contents

  1. What You're Building 10 min
  2. VS Code Setup + Essential Shortcuts 15 min
  3. Git + GitHub — Your Safety Net 15 min
  4. Claude Code — Install, Auth, Permissions 10 min
  5. Your Identity Layer — CLAUDE.md + Memory 20 min
  6. API Connections — Top 10 + 5 Team Stacks 20 min
  7. Prompting That Actually Works + Ready-to-Use Prompts 15 min
  8. You're Flying Now 5 min
Glossary — Quick Reference (click to expand)
TermPlain English
CLICommand Line Interface — a text-based way to talk to your computer (type commands instead of clicking)
TerminalThe app where you type CLI commands. Built into Mac (Terminal) and Windows (PowerShell)
IDEIntegrated Development Environment — a code editor with extra tools. VS Code is an IDE
VS CodeVisual Studio Code — the free code editor by Microsoft. This is where Claude Code lives
GitVersion control software — tracks every change you make so you can undo mistakes
GitHubA website that stores your git repos online. Also hosts free websites (GitHub Pages)
Repo (Repository)A project folder tracked by git. Contains your code, files, and full change history
CommitA saved checkpoint. Like pressing "save" but with a description of what changed
Push / PullPush = upload your commits to GitHub. Pull = download changes from GitHub
BranchA parallel version of your project. Work on features without affecting the main version
APIApplication Programming Interface — a way for software to talk to other software
API KeyA password that lets your code access an API. Keep these secret — never share publicly
MCPModel Context Protocol — Claude's plugin system for connecting to external services
.env fileA hidden file that stores API keys. Git-ignored so secrets never get uploaded
CLAUDE.mdA file Claude reads at the start of every conversation. Your AI's operating manual
MemoryClaude's persistent knowledge — facts saved across conversations as small files
Context windowHow much Claude can "see" at once (~200k tokens). Older messages get compressed
TokenA chunk of text (~4 characters). Claude measures everything in tokens, not words
PromptWhat you type to Claude. Better prompts = better answers
SkillA reusable multi-step workflow saved as a file. Type /skill-name to run it
Local LLMAn AI model running on your own laptop — free, private, works offline
Node.js / npmNode.js runs JavaScript outside a browser. npm installs packages (like an app store for code)
Cloudflare PagesFree website hosting by Cloudflare. Deploy with one command: wrangler pages deploy
GitHub PagesFree website hosting by GitHub. Push your code and it becomes a live website
AstroA modern website framework. Fast, simple, and Claude builds Astro sites beautifully
Do This First — Before You Install Anything
The Foundation Week

Most people skip straight to installing VS Code. Don't. The single highest-leverage thing you can do in your first week is get your context right. Claude is only as good as what you give it. You've been using ChatGPT for 2-3 years — that history is a goldmine. Spend 2-3 days mining it before you write a line of code.

This is not a one-shot paste. Each day is an iterative loop: generate, read every word, edit, test, and improve. The people who get spectacular AI answers are the ones who spent 2-3 days getting their context dialled in. The people who get generic answers are the ones who skipped this section.

The Context Payoff
The difference between someone who gets mediocre AI answers and someone who gets spectacular ones is 2-3 days of proper context setup. Don't rush this. Your future self will thank you.

Day 1: ChatGPT Migration — Generate, Read, Edit

Open ChatGPT. Run these three prompts in order. Copy the output into a Google Doc. Then the real work starts: read every single word. Edit aggressively. Add what ChatGPT missed. Remove anything wrong or outdated. Save to Google Doc.

Prompt 1 — Mine your historyBased on all our conversations, write a comprehensive summary of everything you know about me: my work, business, goals, working style, biggest challenges, clients, tools, preferences, and anything else that's come up. Be specific. Don't generalise. This is for a handover document.
Prompt 2 — Structure it for ClaudeTake that summary and reformat it as a structured handover document I can paste into a new AI system. Use these exact headings: Who I Am My Business My Goals Right Now My Working Style Key Clients or Projects Tools I Use Daily What I Need Most Help With Things I've Learned the Hard Way Be specific and concrete under each heading.
Prompt 3 — Optional: fill the gaps firstBefore you write the handover document, ask me 10 specific questions about my business, goals, and work style that would help you write a more accurate and useful document. Then use my answers to write the final version.
Read. Edit. Don't Just Paste.
Save to Google Doc first. Then read every word. ChatGPT will get some things wrong and miss others. Add what it missed. Correct what it got wrong. Remove anything outdated. This document feeds everything: CLAUDE.md, Claude.ai memory, and Claude Code memory. Garbage in, garbage out.

ChatGPT → Claude Migration Calculator

Fill in 5 fields. Get 2 massive personalised prompts you can paste directly into ChatGPT and Claude.

Day 2: Feed Into Claude — Then Test

Take your edited Google Doc from Day 1. Feed it into Claude.ai memory and write your CLAUDE.md file. Then test it:

  1. Open Claude.ai and paste your context into Memory or a Project
  2. Ask Claude: "What do you know about me and my business?"
  3. Read the response. Is it accurate? Is anything missing? Is anything wrong?
  4. Fix what is wrong. Add what is missing. Test again.
  5. Repeat until Claude gives you an answer that genuinely reflects your situation

Gather documents from anywhere you store knowledge. Even 2-3 good files dramatically improve Claude's answers.

You Don't Need All of These
Grab what you have. Consolidate into a single document alongside your ChatGPT handover. The goal: one file that tells Claude everything about your business.

Day 3: Open Claude Code — Test With a Real Task

Now open Claude Code in VS Code. Prime your memory using the steps in Module 5. Then test with a real task:

  1. Ask Claude Code: "Draft a cold email for a prospect who runs a small business."
  2. Read the output. Is it good? Does it sound like it knows your business? Or is it generic?
  3. If generic: go back to CLAUDE.md. Add more context about your clients, your tone, your services. Test again.
  4. Try another task: "Write a weekly summary for one of my current projects."
  5. Keep iterating until Claude Code sounds like it genuinely understands your work.
Iteration Is the Point
Day 3 is not "setup done, move on." It is "test, find gaps, fix gaps, test again." Each iteration makes every future session better. This is the highest-ROI time you will spend with AI.

Module 1What You're Building

By the end of this guide, you will have a working AI development environment that lets you:

How It All Fits Together

YOU — natural language instructions
CLAUDE CODE — AI engine inside VS Code
CLAUDE.md + Memory + Skills — your context layer
APIs + MCPs — Google Drive, Sheets, Gmail, and more
OUTPUT — files, reports, emails, websites, workflows

The Outcome

You go from "I use ChatGPT sometimes" to "I have an AI operating system that knows my business." This is not about coding. It is about leverage.

Who This Is For
Marketers, agency owners, consultants, freelancers, tutors, coaches — anyone who wants AI to do more than answer questions. You do not need to know how to code. You need to be willing to follow setup steps and type commands when told.

Claude Pricing

Claude Code requires a paid Anthropic subscription. Here are your options:

PlanPriceWhat You GetBest For
Pro$20/mo5x usage, extended thinkingTesting the waters
Max 20x$200/mo20x usage, heavy Claude CodePower users, agents
Team$30/seatAdmin controls, shared workspaceSmall teams
Recommendation
Start with Pro ($20). If you find yourself hitting usage limits within the first week, upgrade to Max 5x. Most people doing serious daily work end up on Max within a month.

Tool Alternatives

Claude Code runs inside a code editor. You have several options, but the choice is straightforward — pick the one with the best native integration and the lowest barrier to entry.

EditorPriceClaude Code SupportVerdict
VS CodeFreeFull (official extension)Pick this one
Cursor$20/moWorks via CLIGood, but paid and Claude Code is an add-on
Windsurf$15/moWorks via CLIDecent, less mature ecosystem
BoltFree / paidAI code editorGood for quick prototyping, not a full IDE
ZedFreeWorks via CLIVery fast editor, growing ecosystem
GhosttyFreeTerminal only (no extension)For terminal purists only
Just Use VS Code
VS Code is free, has the best Claude Code integration, the largest extension ecosystem, and the most tutorials online. Every instruction in this guide assumes VS Code. You can always switch later.

Prerequisites

You only need five things to get started, and you probably already have most of them.

You NeedHow to Get ItTime
A laptop (Mac or Windows)You already have this
An internet connectionYou already have this
A Claude account (Pro or Max)claude.ai → sign up → subscribe3 min
A GitHub account (free)github.com → sign up3 min
Node.js installedSee Module 25 min
Module 1 Checkpoint

Module 2VS Code Setup + Essential Shortcuts

VS Code is your home base. It is where you will talk to Claude, edit files, run commands, and manage your projects. It is free, runs on everything, and has the best Claude Code integration.

Install + First Launch

  1. Download VS Code from code.visualstudio.com
  2. Install it (drag to Applications on Mac, run the installer on Windows)
  3. Open it. You will see a Welcome tab — close it.
  4. Open a folder: Cmd+O (Mac) or Ctrl+O (Windows) → create a new folder called my-workspace on your Desktop → open it
Why a Folder Matters
Claude Code works inside a folder (a "workspace"). Everything you build — files, memory, rules — lives in this folder. Think of it as your AI office.

Install Node.js (Required for Claude Code)

Mac Instructions

Open Terminal (search "Terminal" in Spotlight) and paste:

Terminalcurl -fsSL https://fnm.vercel.app/install | bash source ~/.zshrc fnm install --lts node --version

You should see a version number like v22.x.x. That means Node is installed.

Windows Instructions

Download the Windows installer from nodejs.org (LTS version). Run it, accept defaults. Then open a new terminal in VS Code (Ctrl+`) and type:

Terminalnode --version

You should see a version number. If not, restart VS Code.

Essential Extensions

Open the Extensions panel: Cmd+Shift+X (Mac) or Ctrl+Shift+X (Windows). Search and install these:

ExtensionWhyPriority
Claude Code (by Anthropic)The entire point of this guideRequired
GitLensSee who changed what and whenRecommended
Markdown Preview EnhancedPreview your docs beautifullyRecommended
Material Icon ThemeMakes your file tree look cleanNice to have
Error LensShows errors inline as you typeNice to have

With extensions installed, VS Code transforms from a blank editor into a purpose-built AI workspace. Next, learn the handful of keyboard shortcuts that will save you the most time.

VS Code Shortcuts That Matter

You do not need to memorise 200 shortcuts. These 12 cover 90% of daily use:

ActionMacWindows
Open Claude Code panelCmd+LCtrl+L
Open terminalCtrl+`Ctrl+`
Open file by nameCmd+PCtrl+P
Open command paletteCmd+Shift+PCtrl+Shift+P
Search across all filesCmd+Shift+FCtrl+Shift+F
Toggle sidebarCmd+BCtrl+B
Save fileCmd+SCtrl+S
UndoCmd+ZCtrl+Z
New line in Claude (don't send)Shift+EnterShift+Enter
Send message to ClaudeEnterEnter
Split editor (side by side)Cmd+\Ctrl+\
Close current tabCmd+WCtrl+W
The One Shortcut to Remember
Cmd+L (Mac) or Ctrl+L (Windows) opens Claude. That is where 80% of your work happens. Memorise this one, learn the rest as you go.

Laptop Power Shortcuts

These are not VS Code shortcuts — they are operating system shortcuts that make you faster at everything. Most people never learn them:

ActionMacWindows
Screenshot (full screen)Cmd+Shift+3Win+Shift+S
Screenshot (selected area)Cmd+Shift+4Win+Shift+S
Voice dictationFn+Fn (press twice)Win+H
Clipboard history— (use Maccy app)Win+V
Spotlight / SearchCmd+SpaceWin+S
Emoji pickerCmd+Ctrl+SpaceWin+.
Switch between appsCmd+TabAlt+Tab
Lock screenCmd+Ctrl+QWin+L
Voice Dictation is Underrated
On Mac, double-tap Fn to start dictating. On Windows, Win+H. You can dictate prompts to Claude instead of typing them. It is surprisingly fast once you get used to it.

Workspace Folder Structure

Here is the recommended folder structure for your workspace. You do not need to create all of these right now — Claude will create them as needed. But understanding the layout helps:

Workspace structuremy-workspace/ ├── CLAUDE.md # Your AI's operating manual (Module 5) ├── .env # API keys (never committed to git) ├── .gitignore # Tells git which files to ignore ├── .claude/ │ ├── rules/ # Domain-specific behaviour files │ └── skills/ # Reusable multi-step workflows ├── knowledge/ # Facts about your business, clients, market ├── deliverables/ # Finished outputs (reports, audits, content) ├── content/ # Social posts, articles, email sequences ├── reports/ # Business audits, analysis docs ├── templates/ # Reusable document templates └── prompts/ # Saved prompt templates

Why this matters: Claude Code reads and writes files in your workspace. A clean structure means Claude always knows where to find things and where to save outputs. It also means you can find things yourself without digging through chaos.

Module 2 Checkpoint

Module 3Git + GitHub — Your Safety Net

Git tracks every change you make. GitHub stores it in the cloud. Together, they mean you can never lose your work and you can always undo a mistake. Think of it as "unlimited undo for your entire project."

Why This Matters for Non-Coders

Setup Steps

  1. Create a free account at github.com
  2. Install the GitHub CLI (handles authentication cleanly):
Mac: Install GitHub CLI
Terminalbrew install gh gh auth login

Follow the prompts: choose HTTPS, authenticate via browser. If you do not have Homebrew, install it first from brew.sh.

Windows: Install GitHub CLI
Terminalwinget install GitHub.cli gh auth login

Follow the prompts: choose HTTPS, authenticate via browser.

  1. Create a new repository on GitHub (green "New" button). Name it my-workspace. Make it Private.
  2. Open VS Code terminal (Ctrl+`) and run these commands one at a time:
Terminal — one-time setupgit config --global user.name "Your Name" git config --global user.email "your@email.com" cd ~/Desktop/my-workspace git init

Immediately after git init, create your .gitignore file so sensitive files are never tracked:

Terminal — create .gitignoreecho -e ".env\nnode_modules/\n*.key\n*.pem\n.DS_Store" > .gitignore

Now make your first commit and push:

Terminal — first commitgit add . git commit -m "Initial commit" git remote add origin https://github.com/YOUR-USERNAME/my-workspace.git git branch -M main git push -u origin main
Security: .gitignore First
Always create .gitignore before your first git add. This prevents API keys (.env), security certificates (*.key, *.pem), and system files (.DS_Store) from ever being tracked by git. Once a file is committed, removing it from history is painful.

Daily Git Workflow (3 Commands)

You do not need to learn complex git. These 3 commands cover 95% of daily use:

Daily workflow# See what changed git status # Save your changes git add . && git commit -m "describe what changed" # Push to cloud git push
Claude Does This For You
In most cases, Claude Code will commit and push automatically when you ask it to. You mainly need git for checking status and understanding what happened.

Your First Deploy — Local File to Live URL

A file on your laptop is not a website. It becomes a website when it has a URL that anyone can visit. Here are two ways to make that happen, both free.

Path 1 — GitHub Pages (free, built into GitHub)

  1. Push your HTML file to your GitHub repo (you just learned how)
  2. Go to your repo on github.com
  3. Click SettingsPages (left sidebar)
  4. Under "Source", select main branch and / (root) folder → click Save
  5. Wait 1-2 minutes. Your site is live at https://YOUR-USERNAME.github.io/my-workspace/

Path 2 — Cloudflare Pages (free, faster, custom domains)

Terminal — deploy in 30 seconds# Install Cloudflare's CLI (one time) npm install -g wrangler # Log in (opens browser) wrangler login # Deploy your folder wrangler pages deploy ./my-site

Cloudflare gives you a live URL instantly. You can connect a custom domain later from the Cloudflare dashboard.

Astro for Websites
For websites and landing pages, we recommend Astro. It is fast, simple, and Claude Code builds Astro sites beautifully. One command to get started: npm create astro@latest

Verify Your Deploy

After deploying, always verify. Run this in your terminal:

Terminal — verify deploycurl -s -o /dev/null -w "%{http_code}" https://your-url-here.pages.dev

This should return 200. If it returns 404 or anything else, something went wrong — check your file paths and redeploy.

Module 3 Checkpoint

Enjoying this guide? The Advanced Playbook picks up where this leaves off — agents, automation, and scaling your AI operations.

Read the Advanced Playbook →

Module 4Claude Code — Install, Auth, Permissions

Claude Code is the bridge between Claude's brain and your workspace. It reads your files, writes code, runs commands, and remembers context — all from inside VS Code.

Install the CLI

Terminalnpm install -g @anthropic-ai/claude-code

Verify it worked:

Terminalclaude --version

You should see a version number. If the command is not found, close and reopen VS Code.

VS Code Extension

If you installed the Claude Code extension in Module 2, you are already set. Open it with Cmd+L (Mac) or Ctrl+L (Windows). The extension automatically detects the CLI you just installed.

On first launch, Claude will ask you to authenticate. Click the link, sign in with your Claude account, and approve the connection.

Permission Modes

Claude needs permission to read files, edit files, and run commands. You control how much freedom it gets:

ModeWhat Claude Can Do Without AskingBest For
DefaultRead files onlyFirst-time users, sensitive work
Accept Edits (recommended)Read + edit filesDaily work — the sweet spot
AutoMost things, with safety checksLong tasks, experienced users
BypassEverything (YOLO mode)Throwaway environments only

How to set it: Click the mode indicator at the bottom of the Claude panel. Or open VS Code settings (Cmd+,), search "Claude Code", and set your default mode.

Start With Accept Edits
"Accept Edits" is the sweet spot for most people. Claude can read and write files freely, but asks before running terminal commands. You stay in control without constant pop-ups. You can always upgrade to Auto later once you trust the workflow.
How to enable Bypass/YOLO mode (advanced)

In VS Code settings, search "Claude Code" and toggle "Allow dangerously skip permissions". This makes the "Bypass permissions" option appear in the mode selector.

Only use this in isolated environments (containers, VMs, throwaway projects). It offers zero protection against accidental damage.

Which Model to Use When

Claude comes in three sizes. Each has a sweet spot. Using the right model for the task saves money and gets better results:

What You're DoingModelWhy
Quick questions, formatting, cleanupHaikuFast and cheap
Writing, analysis, client workSonnetBest balance of speed and quality
Complex planning, architecture, strategyOpusDeepest reasoning
Default to Sonnet
Sonnet handles 80% of daily tasks well. Switch to Haiku for bulk/simple work and Opus for deep thinking sessions. You can change models in the Claude Code panel settings.

Your First Week — Training Wheels

Go Easy at First

Claude Code is powerful, but resist the urge to hand it the keys on day one. For the first week:

This is not about being cautious. It is about learning how Claude works so you can give it better instructions later.

When You Get Stuck — How to Ask for Help

You will hit errors. Things will break. That is normal. Here is your troubleshooting playbook:

1. Screenshot the Error

On Mac: Cmd+Shift+4 to select the area. On Windows: Win+Shift+S. This saves a screenshot to your clipboard or desktop.

2. Paste It Into Claude

Claude Code can read images. Drag a screenshot directly into the Claude Code chat panel and ask: "What is going wrong here?" Claude will read the error message from the image and help you fix it.

3. Open Claude.ai as a Backup

If Claude Code is not responding or you are stuck in a way that needs a fresh perspective, open claude.ai in your browser. Same account, no extra cost. Paste the error text or upload the screenshot and ask for help.

4. How to Ask Effectively

When asking for help, include three things:

  1. What you expected to happen — "I ran git push and expected it to upload my files."
  2. What actually happened — "I got an error that says 'remote rejected'."
  3. The error message — paste the exact text, or drag in a screenshot.
You Are Not Alone
Keep Claude.ai open in a browser tab at all times. Think of it as your backup brain. If something goes wrong in VS Code, you always have a second Claude ready to help in the browser. Between the two, you can solve almost anything.
Module 4 Checkpoint

Module 5Your Identity Layer — CLAUDE.md + Memory

This is the module that separates "using Claude" from "having an AI business partner." Without this, Claude gives generic answers. With it, Claude knows your business, your role, your goals, and your preferences — every single session.

Claude.ai vs Claude Code — Which Is Which

Before setting up your identity layer, it helps to understand the two surfaces you will use every day and why each one needs separate context setup.

Claude.ai (browser)Claude Code (VS Code)
Accessclaude.ai in any browserVS Code extension
Reads your filesNoYes — directly
MemoryBuilt-in memory + ProjectsCLAUDE.md + memory files
Best forQuick questions, brainstorming, imagesBuilding, coding, multi-step projects
Terminal accessNoYes — runs commands
SubscriptionSame Claude accountSame Claude account
Same Account. Two Different Surfaces.
Claude.ai is your quick-hit tool — open it in a browser tab for fast questions. Claude Code is your operating system — it reads your files, runs commands, and builds things. You will use both daily.

Training Claude.ai Memory

Claude.ai has a built-in memory system. Most people never set it up. Here's how.

Claude.ai — Memory setup promptI want to set up your memory so you can give me better answers. Here is a summary of who I am and what I work on: [paste your ChatGPT handover document here] Please save the key facts about me so you remember them in future conversations. Confirm what you've saved.
Use the Same Information as CLAUDE.md — Just Condensed
Claude.ai memory is smaller, so prioritise: who you are, what your business does, your working style, and your current focus. 300-500 words is the sweet spot.

CLAUDE.md — Your AI's Operating Manual

CLAUDE.md is a file at the root of your workspace that Claude reads at the start of every conversation. It tells Claude who you are and how to work with you.

Exercise — Create Your CLAUDE.md
  1. In VS Code, create a new file: Cmd+N, then save as CLAUDE.md in your workspace root
  2. Paste this template and fill in your details:
CLAUDE.md — starter template# [Your Name] — [Your Role], [Your Business] ## Who I Am [1-2 sentences about your role. What do you do daily?] ## The Business [Business name, what you sell, who you serve, how big you are] ## My Goals ### Near-Term (30 days) - [Goal 1] - [Goal 2] - [Goal 3] ### Medium-Term (6 months) - [Bigger goal] ## How Claude Should Work With Me - Direct. No fluff. Lead with the answer. - Use bullet points, not essays. - Outputs should be copy-paste ready. - Save everything to files. Nothing lives in chat only. - If you're not sure, ask — don't guess. ## Key Constraints | Rule | Why | |------|-----| | No credentials in any file | Security | | Reuse before reinvent | Efficiency | | Every task produces a file | Accountability |
Example: Social Media Agency Owner
Example CLAUDE.md# Sarah — Founder, Bright Social Co ## Who I Am Agency owner running social media marketing for restaurants and hospitality businesses. 3 VAs, 10 clients, $4k MRR. I handle strategy and client relationships. VAs handle content creation. ## The Business Bright Social Co — social media management for restaurants, cafes, and hotels. We do content calendars, community management, and paid social. ## My Goals ### Near-Term (30 days) - Systemise monthly reporting (currently manual) - Build 3 reusable content calendar templates - Automate client onboarding checklist ### Medium-Term (6 months) - Scale to $8k MRR without hiring full-time - Add email marketing as a new service ## How Claude Should Work With Me - I'm not technical. Explain things simply. - Give me the command to run, don't explain how it works. - Draft everything as if a client will read it. - British English, professional tone.
Example: Online Tutor / Course Creator
Example CLAUDE.md# Jamie — English Tutor + Course Creator ## Who I Am Online English tutor with 4 years' experience. Building a tutoring business with AI-powered practice tools for students. Based in Southeast Asia. ## The Business 1-on-1 English lessons via Zoom + an AI practice buddy students use between sessions. Current: 15 students, $2k/month. Target: 50 students + AI product at $29/mo. ## My Goals ### Near-Term (30 days) - Launch landing page for AI practice tool - Set up payment processing (Stripe) - Create 5 lesson templates Claude can personalise ### Medium-Term (6 months) - 50 students on live lessons - 100 subscribers on AI practice tool - $5k/month total revenue ## How Claude Should Work With Me - I'm learning to code as I go. Be patient. - Show me what commands to run, step by step. - Friendly tone, not corporate. - Always save work to files, not just in chat.

Memory — Claude Remembers Across Sessions

Claude Code has a persistent memory system. Important facts about you, your preferences, and your projects are saved as small files that Claude reads at the start of each conversation.

How to save something to memory:

Remember that I prefer British English and my timezone is GMT+7.
Save to memory: my main clients are restaurants and cafes in the Portland area.

How to check what Claude remembers:

What do you remember about me?

How to remove a memory:

Forget the thing about Portland — I've expanded to all of Oregon.
Memory vs CLAUDE.md
CLAUDE.md = permanent operating manual. Rarely changes. Memory = evolving context. Updates as your projects and preferences change. Use CLAUDE.md for "who I am" and memory for "what I'm working on."

Memory Hierarchy — 4 Layers

Claude Code has four layers of memory, from most permanent to most temporary:

CLAUDE.md — Permanent Operating Manual
Your identity, business, goals, and working style. Rarely changes.
Lives in: workspace root (my-workspace/CLAUDE.md)
Memory Files — Evolving Context
Facts, preferences, and project state that update over time.
Lives in: ~/.claude/projects/memory/
Claude.ai Memory — Browser Quick-Hit
Condensed context for quick questions in the browser.
Lives in: Settings → Memory (claude.ai)
Conversation Context — Current Session Only
Everything said in this chat. Temporary. Compresses over time.
Lives in: current session (not saved)
Think of It Like a Building
CLAUDE.md is the foundation — solid and permanent. Memory files are the furniture — rearranged as needed. Claude.ai memory is a sticky note on the fridge. Conversation context is what you are saying right now — it fades when you leave the room.

Understanding the Context Window

Claude can "see" about 200,000 tokens at once — roughly 150,000 words. Think of it as Claude's short-term memory for the current conversation. Everything you say, everything Claude says, and every file Claude reads during the session takes up space in this window.

What Happens When the Window Fills Up

As your conversation grows, older messages get summarised or compressed to make room for new ones. This is automatic and usually seamless, but in very long sessions you may notice:

How to Work With It, Not Against It

Rule of Thumb
If your conversation has gone past ~50 messages or Claude starts forgetting things, it is time for a fresh chat. Your CLAUDE.md and memory files carry over automatically, so you lose nothing important.

Priming Your Memory on Day 1

Once your CLAUDE.md is written, run this prompt. It seeds your memory files with the same context so Claude has it in two places.

Day 1 memory priming promptRead my CLAUDE.md file. Save the most important facts about me, my business, and my working preferences as individual memory entries. Confirm each one as you save it.
Why This Matters

When Claude has proper context, the answers become spectacularly better. It stops giving generic advice and starts connecting dots — "Given your client profile and the fact that you work with restaurants, here's exactly how I'd structure this content calendar..." That's the difference between a smart tool and a real business partner.

The 2-3 days you spend on context setup pays dividends in every single conversation for years.

Rules + Skills (Optional, Powerful)

As you get comfortable, you can add two more layers:

How to create your first skill

Create the folder: .claude/skills/ in your workspace root.

Create a file called weekly-report.md inside it:

.claude/skills/weekly-report.md--- name: weekly-report description: Generate a weekly performance summary for a client --- # Weekly Report Skill When I say /weekly-report [client name]: 1. Pull this week's key metrics from the tracking sheet 2. Summarise: traffic, engagement, leads, conversions 3. Flag any unusual changes (up or down) 4. Write 3 observations and 3 recommended next actions 5. Save to reports/[client-slug]-week-[date].md

Now when you type /weekly-report Sunrise Cafe, Claude runs the whole workflow.

Your First Conversation — 5 Steps

You have Claude Code installed, authenticated, and your CLAUDE.md written. Here is your first real conversation:

Exercise — First Conversation Walkthrough
  1. Open Claude Code — press Cmd+L (Mac) or Ctrl+L (Windows)
  2. Confirm Claude reads your CLAUDE.md — type:
    What do you know about me and my business?

    Claude should respond with details from your CLAUDE.md. If it gives a generic answer, something went wrong — check that CLAUDE.md is in the root of your open workspace folder.

  3. Save a preference to memory — type:
    Remember that I prefer bullet points over paragraphs, and save all outputs to files.
  4. Ask what Claude can do — type:
    What tools and capabilities do you have access to in this workspace?

    Claude will list its abilities: reading files, writing files, running terminal commands, searching the web (if MCP is set up), etc.

  5. Give it a small task — type:
    Create a file called test.md in the workspace root with a 3-bullet summary of what we set up today.
Graduation Moment
If Claude created that test.md file, you are live. You have an AI that can read your files, remember your preferences, and produce outputs on command. Everything from here builds on this foundation.
Module 5 Checkpoint

Module 6API Connections — Top 10 + 5 Team Stacks

Without APIs, Claude can only read and write files in your workspace. With APIs, Claude becomes an operating system — reading your emails, updating your spreadsheets, posting to social media, pulling analytics, and managing your calendar. APIs are the difference between "smart notepad" and "AI-powered business."

The 3 Infrastructure Pillars

Before connecting specific APIs, you need to understand the three services that underpin everything. These are not optional extras — they are infrastructure. Set them up and everything else becomes easier.

PillarWhat It IsWhy Essential
GitHubVersion control + free hosting (Pages)Nothing gets lost, free live URLs for anything you build
CloudflareCDN, DNS, Pages hosting, WorkersFree hosting, fast globally, custom domains, SSL included
Google WorkspaceDrive, Sheets, Gmail, Calendar (MCP)Claude reads your actual business data directly

You already set up GitHub in Module 3. Google Workspace connects via MCP (covered below). Here is how to set up Cloudflare:

Terminal — Cloudflare setup (3 commands)# 1. Install the Cloudflare CLI npm install -g wrangler # 2. Log in (opens browser for authentication) wrangler login # 3. Deploy any folder as a live website wrangler pages deploy ./my-site

That is it. Three commands and you can deploy any HTML folder to a live URL. Free tier covers everything a solo operator or small team needs.

The Top 10 — Start Here Regardless of What You Do

These 10 connections work for everyone. Regardless of your niche, business type, or how advanced you are — these are the foundation.

#API / ToolWhat Claude Does With ItPriority
1Google Drive (MCP)Read/write your docs and files directlyStart here
2Google Sheets (MCP)Read/update spreadsheets without copy-pastingStart here
3Gmail (MCP)Read, draft, and search your emailsStart here
4Google Calendar (MCP)Check and create eventsStart here
5OpenAIImage generation (DALL-E), GPT as fallback modelYes
6FirecrawlScrape and extract content from any webpageYes
7PerplexityReal-time web research with citationsYes
8Google Search ConsoleKeyword data, click performance, indexingIf doing SEO
9Slack (MCP)Read and send messages to channelsIf using Slack
10Notion or ObsidianYour notes and knowledge baseIf using either
Start With Numbers 1–4 (The Google MCP Suite)
They're free, connect in 15 minutes, and Claude immediately becomes 10x more useful — reading your actual docs instead of asking you to paste everything.

Below are 5 pre-built stacks. Pick the one closest to your work, then add individual tools from the others as needed. You do not need all five — scan the descriptions and choose the one that matches your daily workflow.

Stack 1: Social Media Team

For content creators, social media managers, and brand builders.

#API / ServiceWhat It DoesHow to Connect
1BufferSchedule posts across platformsbuffer.com → Settings → API
2Canva APIGenerate and edit designs programmaticallycanva.com/developers
3OpenAIImage generation (DALL-E), GPT for variationplatform.openai.com → API Keys
4Google SheetsContent calendars, analytics trackingMCP server (OAuth flow)
5Instagram Graph APIRead insights, manage contentdevelopers.facebook.com
Quick Win for Social Teams
Connect Google Sheets + Buffer first. Claude can draft a full week of posts into a Sheet, and Buffer pulls from it to schedule automatically. That alone saves 2-3 hours per week.

Stack 2: SEO Team

For SEO agencies, consultants, and anyone doing search engine work.

#API / ServiceWhat It DoesHow to Connect
1Google Search ConsoleKeyword data, indexing, performanceMCP server (OAuth flow)
2SEMrush / DataForSEOKeyword research, competitor analysis, SERP datasemrush.com or dataforseo.com API keys
3Screaming Frog / FirecrawlSite audits, crawl data, technical SEOScreaming Frog CLI or firecrawl.dev API
4Google SheetsReporting, keyword tracking, client dashboardsMCP server (OAuth flow)
5AhrefsBacklink data, domain authority, content gapsahrefs.com → API access
6BrightLocalLocal citations, review monitoring, rank trackingbrightlocal.com → API

The SEO stack is data-heavy by nature. The payoff is that Claude can pull keyword data, cross-reference it with competitor backlinks, and draft a content brief — all in a single prompt.

Stack 3: All-in-1 Marketing Team

For agencies and marketers who need everything connected.

#API / ServiceWhat It DoesHow to Connect
1Claude / OpenAIAI generation, analysis, summarisationconsole.anthropic.com / platform.openai.com
2Google WorkspaceDrive, Sheets, Docs, Gmail, CalendarMCP servers (OAuth flow)
3HubSpot / GoHighLevelCRM, pipelines, automationsHubSpot developer portal / GHL API settings
4Mailchimp / InstantlyEmail marketing, cold outreach sequencesmailchimp.com or instantly.ai API keys
5Google Analytics 4Website traffic, conversions, user behaviourMCP server or GA4 API
6Social schedulerBuffer, Hootsuite, or Later — schedule postsAPI keys from chosen platform
7Firecrawl / ApifyWeb scraping, competitor monitoringfirecrawl.dev or apify.com API keys
8StripePayments, subscriptions, revenue trackingdashboard.stripe.com → API keys
Start Small, Expand as Needed
The All-in-1 stack looks big, but you do not need all 8 on day one. Start with Google Workspace + your CRM. Add analytics and email once your core workflow is solid.

Stack 4: Personal Operator

For solo operators, freelancers, and anyone who wants Claude to manage their digital life.

#API / ServiceWhat It DoesHow to Connect
1Google DriveRead/write docs, find files, organise foldersMCP server (OAuth flow)
2Google SheetsTrack anything — finances, habits, projectsMCP server (OAuth flow)
3GmailRead/draft emails, manage inboxMCP server (OAuth flow)
4Google CalendarRead/create events, check availabilityMCP server (OAuth flow)
5Notion / ObsidianNotes, wikis, second brainNotion API or Obsidian local files

The Personal Operator stack is the leanest — five connections and Claude handles your email, calendar, documents, and notes. Most solo operators find this is all they need for the first month.

Stack 5: Content Creator / Educator (6 APIs)

For course creators, YouTubers, educators, and anyone building an audience through content.

ToolWhat it doesUse case
OpenAIImage generation + GPTVisuals + content variations
ElevenLabsVoice synthesisVoiceovers, audio content
HeyGen / D-IDAI video generationTalking head videos at scale
YouTube Data APIChannel analytics + publishingTrack what works, schedule uploads
Canva APIDesign automationBatch-create branded graphics
Beehiiv / ConvertKitNewsletter + emailAutomate broadcast sequences
Pick Your Stack
You do not need all five stacks. Pick the one closest to your work and set up 2-3 connections from it. You can always add more later. The most universally useful connections are Google Drive + Google Sheets + Gmail. If you only set up three things, make it those.

Security: .env Setup

API keys are passwords that let Claude talk to external services. They must never be committed to git.

How to set up your .env file

Create a file called .env in your workspace root:

.env — example (replace with your real keys)# AI APIs ANTHROPIC_API_KEY=sk-ant-your-key-here OPENAI_API_KEY=sk-your-key-here # Google (if using API keys instead of MCP OAuth) GOOGLE_API_KEY=your-google-key # Other services SEMRUSH_API_KEY=your-key STRIPE_SECRET_KEY=sk_live_your-key

Confirm .env is in your .gitignore (it should be if you followed Module 3):

Terminalcat .gitignore | grep ".env"

You should see .env listed. If not, add it:

Terminalecho ".env" >> .gitignore
Security Rule
Never put API keys or passwords directly in any markdown file or code file. Always use .env files (which are git-ignored) or environment variables. If Claude asks you to paste a key somewhere visible, that is wrong — push back.
Module 6 Checkpoint

You're past the halfway mark. The Advanced Playbook shows you multi-agent orchestration, deployment pipelines, and autonomous workflows.

Read the Advanced Playbook →

Module 7Prompting That Actually Works + Ready-to-Use Prompts

Most people prompt like they are texting a friend. Vague. Incomplete. Then they wonder why the output is mediocre. Good prompting is about giving Claude the right context, constraints, and format — not about magic words.

The 5 Rules of Effective Prompting

Rule 1: Tell Claude What You Want, Not What You Don't Want

Bad (negative)Good (positive)
"Don't make it too long""Keep it under 200 words"
"Don't use jargon""Write for a business owner with no tech background"
"Don't be boring""Use short sentences. Lead with the benefit."

Rule 2: Give Context Before the Ask

I run a social media agency serving restaurants. I need a cold email for a prospect who posts inconsistently on Instagram and has no content calendar. Write a 3-sentence email that leads with their specific gap.

Compare that to: "Write me a cold email." The first prompt gives Claude your niche, the prospect's situation, the specific gap, the format, and the tone. The output will be 10x better.

Rule 3: Specify the Output Format

Give me this as a markdown table with columns: Task, Owner, Due Date, Status.
Write this as a numbered list. Each item should be one sentence.

Rule 4: Reference Files, Don't Re-explain

Read the client profile at knowledge/clients/sunrise-cafe/profile.md and draft a monthly report based on that context.

Claude Code can read files directly. Point it to the file instead of pasting content into the chat. This keeps context clean and uses your source of truth.

Rule 5: One Task Per Message (Usually)

Long multi-part messages create confusion. Break complex work into steps:

  1. "Read the client profile and tell me what you understand."
  2. "Now draft the report introduction."
  3. "Add the recommendations section based on the gaps you found."
When to break this rule

If you have a well-defined skill or workflow with clear steps, you CAN give Claude the whole thing in one message. The key is: does Claude have enough context to execute every step without asking questions? If yes, one message is fine. If it will need to ask "what do you mean by X?" halfway through, break it up.

4 Prompt Patterns That Work

These four patterns cover the majority of useful prompting techniques. Learn them and you will get better results from any AI, not just Claude.

Pattern 1: Role Prompting

Tell Claude who to be. This focuses its knowledge and changes its tone.

Role prompting exampleYou are a business consultant who helps small service businesses grow. You focus on practical, actionable advice over theory. Review this business and give me your professional assessment: what is working, what is broken, and what are the 3 highest-impact fixes. Business: [describe or link to profile]

Pattern 2: Chain of Thought

Force Claude to think before answering. This dramatically improves accuracy on complex questions.

Chain of thought exampleThink through this step by step before giving your answer. I have a client paying $3k/month for content writing. They want to add social media management. How should I price the upsell? Consider: their current spend, perceived value, delivery cost, and competitive positioning.

Pattern 3: Few-Shot (Give Examples)

Show Claude what good looks like. This is the fastest way to get consistent output.

Few-shot exampleHere are 3 examples of good client check-in emails: Example 1: "Hi Sarah, quick update on your March results. Engagement is up 23% and you gained 140 new followers this week. The carousel post about seasonal specials performed best. Next month we're focusing on your Google reviews. Any questions, let me know." Example 2: [...] Example 3: [...] Write a check-in email for my client Dr. Martinez using the same style, based on the data in @knowledge/clients/martinez-dental/profile.md

Pattern 4: Constraint Setting

Set boundaries so Claude does not wander. The more constraints, the more focused the output.

Constraint setting exampleWrite a LinkedIn post about why small businesses should invest in consistent social media posting. Constraints: - Under 200 words - Use bullet points for the main section - No jargon or marketing speak - British English - End with a question to drive comments - Do not mention any specific tools or brands
Combine Patterns for Best Results
These patterns stack. A prompt that uses role + constraints + few-shot will outperform any single pattern alone. Start with one, then layer in more as you get comfortable.

Data Extraction Patterns

Both Claude and ChatGPT are excellent at extracting, structuring, and transforming data. The key is being explicit about format:

You WantPrompt Pattern
Structured data from messy text"Extract all company names, emails, and phone numbers from this text. Output as a CSV."
Summary of a long document"Read this document and give me: 1) 3-sentence summary, 2) key decisions, 3) action items with owners."
Comparison table"Compare X and Y across these dimensions: [list]. Output as a markdown table."
Rewrite for a different audience"Rewrite this for [audience]. Keep the same facts. Change the tone to [tone]. Max [N] words."

Save Ideas on the Fly

Claude Code is your second brain. When ideas come to you mid-session, capture them instantly instead of losing them:

Save this idea to memory under [category]: [your idea here]
Where should I save this? [paste your idea] — Claude will suggest the best location
Create a parking lot file for ideas I don't want to act on right now but don't want to forget.
Add this to my parking lot: [idea]
Your Memory Is Limited. Claude's Is Not.
Every time you think "I should remember this", say it to Claude instead. Save to memory, save to a file, save to a parking lot. The habit of capturing ideas in real time compounds fast. In a month, you will have a searchable library of every good idea you had.

Claude Code Syntax

Claude Code has special syntax that regular Claude (browser) does not. Learn these three:

SyntaxWhat It DoesExample
@filenameReferences a specific file so Claude reads it@knowledge/clients/acme/profile.md — Claude reads the file
#symbolReferences a code symbol (function, class, variable)#generateReport — Claude finds and focuses on that function
Shift+EnterNew line without sending — write multi-line promptsWrite a 5-line prompt, then hit Enter to send it all at once
The @ Shortcut is Powerful
Instead of saying "read the file at knowledge/clients/acme/profile.md", you can just type @knowledge/clients/acme/profile.md in your message. Claude will automatically read it. This works for any file in your workspace.

Now that you know how to reference files and write multi-line prompts, the next question is when to use Claude Code versus other tools you already know.

Claude Code vs ChatGPT — When to Use Which

ScenarioBest ToolWhy
Quick question / brainstormChatGPT (browser)Fastest for one-off answers
Working with your filesClaude CodeReads/writes your workspace directly
Multi-step project workClaude CodePersistent context, memory, file access
Image generationChatGPT (DALL-E)Claude does not generate images
Web search during a taskClaude Code + MCPSearches without leaving your workflow
Building a website or toolClaude CodeWrites code, runs it, deploys it
Writing long-form contentEitherBoth are excellent; Claude Code saves to file automatically
Data analysis on local filesClaude CodeReads CSVs, JSON, spreadsheets directly from disk

Prompt 1 — The Business Quick Audit

Use this to analyse any business in 5 minutes. Works for prospects, competitors, or your own clients. Saves output directly to your workspace.

Copy and paste into Claude CodeI need a quick audit for [BUSINESS NAME] in [CITY]. Check these 6 things and report findings: 1. **Website**: Does it load? Is it mobile-friendly? Page speed? 2. **Google Business Profile**: Does it exist? Reviews count + avg rating? 3. **Social media**: Which platforms are active? Post frequency? 4. **Email marketing**: Any sign of newsletters or email capture on site? 5. **Google Ads / Facebook Ads**: Any evidence of paid campaigns? 6. **Top 3 quick wins**: Based on the above, what are the 3 fastest improvements they could make? Output as a clean markdown report. Save to reports/[business-slug]-visibility-check.md
Adapt this for your niche

For tutors/coaches: Replace "Google Ads" with "testimonials/social proof on site" and add "search for their teaching specialty on YouTube."

For e-commerce: Add "product schema" and "Google Shopping presence" checks.

For real estate agents: Add "Zillow/Realtor.com profile" and "neighbourhood content" checks.

Prompt 2 — The Content System Starter

Use this to build a week of content in 10 minutes. Saves output directly to your workspace.

Copy and paste into Claude CodeI need 5 social media posts for [PLATFORM] this week. Context: - Business: [your business description] - Target audience: [who you're trying to reach] - Goal: [awareness / leads / engagement / authority] - Tone: [professional / casual / educational / bold] For each post, give me: 1. Hook (first line that stops the scroll) 2. Body (3-5 sentences, value-first) 3. CTA (what should the reader do next?) 4. Hashtags (5-8 relevant ones) Save to content/weekly-posts-[date].md

Your Daily AI Workflow (15 Minutes)

Build this habit and you will be ahead of 95% of people in your industry within a month:

TimeActionPrompt
Morning
5 min
Check in with Claude"What were we working on last session? What's the next priority?"
Work block
5 min
Delegate one task"[Your specific task prompt here]"
End of day
5 min
Save progress"Commit everything and push. What did we accomplish today?"
The Compound Effect
15 minutes a day does not sound like much. But in 30 days, you will have: a fully configured AI workspace, 20+ saved workflows, a library of reusable content, and a system that knows your business. Most people spend months trying to "learn AI." You will be using it.
Module 7 Checkpoint

Module 8You're Flying Now

You made it. Here is everything you now have:

Graduation Checkpoint — Everything You Built
You Have…What This Means
VS Code + Claude Code extensionYour AI workspace is open and ready
GitHub repo set upNothing gets lost — full version history from day one
ChatGPT handover document done3 years of AI context brought into Claude
CLAUDE.md writtenClaude knows who you are before you say a word
Claude.ai memory trainedQuick browser questions get contextual answers too
Claude Code memory activeClaude remembers decisions and preferences across sessions
At least one API connectedClaude can reach outside your files
5 prompting rules internalisedYou get useful answers, not generic ones
4 prompt patterns learnedYou can shape Claude's output reliably
One real workflow testedYou've done the work, not just read about it
Daily 15-minute habit startedThis stops being a tool and starts being a partner
Deploy workflow understoodYou can take a file and make it a live URL
Done Means Live
A file on your laptop is a draft. A URL that returns 404 is broken. Done = HTTP 200. Always verify. If you built something, deploy it. If you deployed it, check it. Run curl -s -o /dev/null -w "%{http_code}" https://your-url and confirm it returns 200. That is when it is done.
Pace Doesn't Matter — Completion Does
Some people complete this in a weekend. Some take two weeks. Pace doesn't matter — what matters is that each item is real, not skimmed.

Here is where to go next:

One More Thing
The biggest mistake people make is trying to learn everything before doing anything. Do not do that. Pick one task you do this week — a client report, a social post, an email sequence, a competitor audit — and do it with Claude. Learning happens by doing, not by reading. You have the tools. Go use them.

You're Dangerous Now. Ready to Be Lethal?

The Advanced Guide covers multi-agent orchestration, custom MCPs, deployment pipelines, autonomous workflows, and how to turn all of this into money.

Open the Advanced Playbook →