Command Line Interface — a text-based way to talk to your computer (type commands instead of clicking)
Terminal
The app where you type CLI commands. Built into Mac (Terminal) and Windows (PowerShell)
IDE
Integrated Development Environment — a code editor with extra tools. VS Code is an IDE
VS Code
Visual Studio Code — the free code editor by Microsoft. This is where Claude Code lives
Git
Version control software — tracks every change you make so you can undo mistakes
GitHub
A 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
Commit
A saved checkpoint. Like pressing "save" but with a description of what changed
Push / Pull
Push = upload your commits to GitHub. Pull = download changes from GitHub
Branch
A parallel version of your project. Work on features without affecting the main version
API
Application Programming Interface — a way for software to talk to other software
API Key
A password that lets your code access an API. Keep these secret — never share publicly
MCP
Model Context Protocol — Claude's plugin system for connecting to external services
.env file
A hidden file that stores API keys. Git-ignored so secrets never get uploaded
CLAUDE.md
A file Claude reads at the start of every conversation. Your AI's operating manual
Memory
Claude's persistent knowledge — facts saved across conversations as small files
Context window
How much Claude can "see" at once (~200k tokens). Older messages get compressed
Token
A chunk of text (~4 characters). Claude measures everything in tokens, not words
Prompt
What you type to Claude. Better prompts = better answers
Skill
A reusable multi-step workflow saved as a file. Type /skill-name to run it
Local LLM
An AI model running on your own laptop — free, private, works offline
Node.js / npm
Node.js runs JavaScript outside a browser. npm installs packages (like an app store for code)
Cloudflare Pages
Free website hosting by Cloudflare. Deploy with one command: wrangler pages deploy
GitHub Pages
Free website hosting by GitHub. Push your code and it becomes a live website
Astro
A 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:
Open Claude.ai and paste your context into Memory or a Project
Ask Claude: "What do you know about me and my business?"
Read the response. Is it accurate? Is anything missing? Is anything wrong?
Fix what is wrong. Add what is missing. Test again.
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.
Google Drive — proposals, reports, client docs, SOPs
Email — key threads, client onboarding, important decisions
Notion — project docs, wikis
Old business plans, vision docs, brand guidelines
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:
Ask Claude Code: "Draft a cold email for a prospect who runs a small business."
Read the output. Is it good? Does it sound like it knows your business? Or is it generic?
If generic: go back to CLAUDE.md. Add more context about your clients, your tone, your services. Test again.
Try another task: "Write a weekly summary for one of my current projects."
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:
Talk to Claude in your code editor — not a browser tab, your actual workspace
Give Claude persistent memory — it remembers your business, your clients, your preferences across sessions
Connect APIs — Google Drive, Sheets, Gmail, GitHub, and more talk to Claude directly
Build reusable workflows — one prompt does what used to take 30 minutes of manual work
Version control everything — nothing is ever lost, every change is tracked
Deploy live websites — go from a file on your laptop to a live URL in minutes
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
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:
Plan
Price
What You Get
Best For
Pro
$20/mo
5x usage, extended thinking
Testing the waters
Max 5x
$100/mo
5x usage + full Claude Code access
Daily use
Max 20x
$200/mo
20x usage, heavy Claude Code
Power users, agents
Team
$30/seat
Admin controls, shared workspace
Small 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.
Editor
Price
Claude Code Support
Verdict
VS Code
Free
Full (official extension)
Pick this one
Cursor
$20/mo
Works via CLI
Good, but paid and Claude Code is an add-on
Windsurf
$15/mo
Works via CLI
Decent, less mature ecosystem
Bolt
Free / paid
AI code editor
Good for quick prototyping, not a full IDE
Zed
Free
Works via CLI
Very fast editor, growing ecosystem
Ghostty
Free
Terminal 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 Need
How to Get It
Time
A laptop (Mac or Windows)
You already have this
—
An internet connection
You already have this
—
A Claude account (Pro or Max)
claude.ai → sign up → subscribe
3 min
A GitHub account (free)
github.com → sign up
3 min
Node.js installed
See Module 2
5 min
Module 1 Checkpoint
You have a Claude account (Pro or Max)
You understand what you are building and why
You have chosen VS Code as your editor
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
Download VS Code from code.visualstudio.com
Install it (drag to Applications on Mac, run the installer on Windows)
Open it. You will see a Welcome tab — close it.
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:
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:
Extension
Why
Priority
Claude Code (by Anthropic)
The entire point of this guide
Required
GitLens
See who changed what and when
Recommended
Markdown Preview Enhanced
Preview your docs beautifully
Recommended
Material Icon Theme
Makes your file tree look clean
Nice to have
Error Lens
Shows errors inline as you type
Nice 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:
Action
Mac
Windows
Open Claude Code panel
Cmd+L
Ctrl+L
Open terminal
Ctrl+`
Ctrl+`
Open file by name
Cmd+P
Ctrl+P
Open command palette
Cmd+Shift+P
Ctrl+Shift+P
Search across all files
Cmd+Shift+F
Ctrl+Shift+F
Toggle sidebar
Cmd+B
Ctrl+B
Save file
Cmd+S
Ctrl+S
Undo
Cmd+Z
Ctrl+Z
New line in Claude (don't send)
Shift+Enter
Shift+Enter
Send message to Claude
Enter
Enter
Split editor (side by side)
Cmd+\
Ctrl+\
Close current tab
Cmd+W
Ctrl+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:
Action
Mac
Windows
Screenshot (full screen)
Cmd+Shift+3
Win+Shift+S
Screenshot (selected area)
Cmd+Shift+4
Win+Shift+S
Voice dictation
Fn+Fn (press twice)
Win+H
Clipboard history
— (use Maccy app)
Win+V
Spotlight / Search
Cmd+Space
Win+S
Emoji picker
Cmd+Ctrl+Space
Win+.
Switch between apps
Cmd+Tab
Alt+Tab
Lock screen
Cmd+Ctrl+Q
Win+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
VS Code is open with your workspace folder
Node.js is installed (node --version works in the terminal)
Claude Code extension is installed
You can open the terminal with Ctrl+`
You know the screenshot and voice dictation shortcuts for your OS
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
Nothing is ever lost — deleted a file by accident? git checkout brings it back.
Claude uses git automatically — Claude Code commits its work so you have a trail of everything it built.
Collaboration — share your workspace with a partner, developer, or another AI tool.
Free hosting — GitHub Pages gives you free live URLs for any HTML file you push.
Setup Steps
Create a free account at github.com
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.
Create a new repository on GitHub (green "New" button). Name it my-workspace. Make it Private.
Open VS Code terminal (Ctrl+`) and run these commands one at a time:
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)
Push your HTML file to your GitHub repo (you just learned how)
Go to your repo on github.com
Click Settings → Pages (left sidebar)
Under "Source", select main branch and / (root) folder → click Save
Wait 1-2 minutes. Your site is live at https://YOUR-USERNAME.github.io/my-workspace/
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:
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:
Mode
What Claude Can Do Without Asking
Best For
Default
Read files only
First-time users, sensitive work
Accept Edits (recommended)
Read + edit files
Daily work — the sweet spot
Auto
Most things, with safety checks
Long tasks, experienced users
Bypass
Everything (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 Doing
Model
Why
Quick questions, formatting, cleanup
Haiku
Fast and cheap
Writing, analysis, client work
Sonnet
Best balance of speed and quality
Complex planning, architecture, strategy
Opus
Deepest 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:
Ask Claude to explain before it edits — "What would you change and why?" before "Go ahead and do it"
Read what Claude does — review every file change for the first few days. You will learn fast.
Use "Accept Edits" mode — Claude can edit files but asks before running commands
Create a good plan first, then let Claude execute — "Outline the steps, then I'll tell you to proceed"
After about a week, give more autonomy — upgrade to Auto mode when you trust the workflow
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:
What you expected to happen — "I ran git push and expected it to upload my files."
What actually happened — "I got an error that says 'remote rejected'."
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
claude --version returns a version number
Claude Code panel opens with Cmd+L / Ctrl+L
You have authenticated (signed in via browser)
Permission mode is set to "Accept Edits"
You know which model to use for different tasks
You know how to screenshot an error and paste it into Claude
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)
Access
claude.ai in any browser
VS Code extension
Reads your files
No
Yes — directly
Memory
Built-in memory + Projects
CLAUDE.md + memory files
Best for
Quick questions, brainstorming, images
Building, coding, multi-step projects
Terminal access
No
Yes — runs commands
Subscription
Same Claude account
Same 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.
Where to find it: Settings → Memory, or create a Project and paste your context into the Project Instructions field
What to put in: condensed version of your ChatGPT handover doc (300-500 words)
Use the same answers as CLAUDE.md — just shorter
Update it when your business situation changes significantly
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
In VS Code, create a new file: Cmd+N, then save as CLAUDE.md in your workspace root
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:
Claude forgets instructions you gave earlier in the conversation
Claude repeats itself or asks questions you already answered
Claude loses track of the plan you agreed on 30 messages ago
How to Work With It, Not Against It
Break long sessions into focused chats — one task per conversation works better than a 4-hour marathon
Use memory files for persistence — anything Claude needs to remember across sessions should be saved to memory, not left in chat
Use @file references instead of pasting — pointing Claude to a file uses less context than pasting its contents into the chat
Start fresh when context gets stale — if Claude seems confused, open a new conversation. CLAUDE.md and memory carry over automatically.
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:
Rules (.claude/rules/) — domain-specific behaviour files. Example: "when writing client emails, always use this tone."
Skills (.claude/skills/) — reusable multi-step workflows you trigger with /skill-name. Example: /monthly-report generates a full client report.
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
Open Claude Code — press Cmd+L (Mac) or Ctrl+L (Windows)
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.
Save a preference to memory — type:
Remember that I prefer bullet points over paragraphs, and save all outputs to files.
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.
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
CLAUDE.md exists in your workspace root with your details filled in
Claude.ai memory trained with your condensed context
Day 1 memory priming prompt run in Claude Code
Claude can answer "what do you know about me?" accurately
You have saved at least one thing to memory
You understand the 4-layer memory hierarchy
You understand the context window and when to start a fresh chat
You have completed the 5-step first conversation walkthrough
Claude has created at least one file in your workspace
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.
Pillar
What It Is
Why Essential
GitHub
Version control + free hosting (Pages)
Nothing gets lost, free live URLs for anything you build
Cloudflare
CDN, DNS, Pages hosting, Workers
Free hosting, fast globally, custom domains, SSL included
Google Workspace
Drive, 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 / Tool
What Claude Does With It
Priority
1
Google Drive (MCP)
Read/write your docs and files directly
Start here
2
Google Sheets (MCP)
Read/update spreadsheets without copy-pasting
Start here
3
Gmail (MCP)
Read, draft, and search your emails
Start here
4
Google Calendar (MCP)
Check and create events
Start here
5
OpenAI
Image generation (DALL-E), GPT as fallback model
Yes
6
Firecrawl
Scrape and extract content from any webpage
Yes
7
Perplexity
Real-time web research with citations
Yes
8
Google Search Console
Keyword data, click performance, indexing
If doing SEO
9
Slack (MCP)
Read and send messages to channels
If using Slack
10
Notion or Obsidian
Your notes and knowledge base
If 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 / Service
What It Does
How to Connect
1
Buffer
Schedule posts across platforms
buffer.com → Settings → API
2
Canva API
Generate and edit designs programmatically
canva.com/developers
3
OpenAI
Image generation (DALL-E), GPT for variation
platform.openai.com → API Keys
4
Google Sheets
Content calendars, analytics tracking
MCP server (OAuth flow)
5
Instagram Graph API
Read insights, manage content
developers.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 / Service
What It Does
How to Connect
1
Google Search Console
Keyword data, indexing, performance
MCP server (OAuth flow)
2
SEMrush / DataForSEO
Keyword research, competitor analysis, SERP data
semrush.com or dataforseo.com API keys
3
Screaming Frog / Firecrawl
Site audits, crawl data, technical SEO
Screaming Frog CLI or firecrawl.dev API
4
Google Sheets
Reporting, keyword tracking, client dashboards
MCP server (OAuth flow)
5
Ahrefs
Backlink data, domain authority, content gaps
ahrefs.com → API access
6
BrightLocal
Local citations, review monitoring, rank tracking
brightlocal.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 / Service
What It Does
How to Connect
1
Claude / OpenAI
AI generation, analysis, summarisation
console.anthropic.com / platform.openai.com
2
Google Workspace
Drive, Sheets, Docs, Gmail, Calendar
MCP servers (OAuth flow)
3
HubSpot / GoHighLevel
CRM, pipelines, automations
HubSpot developer portal / GHL API settings
4
Mailchimp / Instantly
Email marketing, cold outreach sequences
mailchimp.com or instantly.ai API keys
5
Google Analytics 4
Website traffic, conversions, user behaviour
MCP server or GA4 API
6
Social scheduler
Buffer, Hootsuite, or Later — schedule posts
API keys from chosen platform
7
Firecrawl / Apify
Web scraping, competitor monitoring
firecrawl.dev or apify.com API keys
8
Stripe
Payments, subscriptions, revenue tracking
dashboard.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 / Service
What It Does
How to Connect
1
Google Drive
Read/write docs, find files, organise folders
MCP server (OAuth flow)
2
Google Sheets
Track anything — finances, habits, projects
MCP server (OAuth flow)
3
Gmail
Read/draft emails, manage inbox
MCP server (OAuth flow)
4
Google Calendar
Read/create events, check availability
MCP server (OAuth flow)
5
Notion / Obsidian
Notes, wikis, second brain
Notion 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.
Tool
What it does
Use case
OpenAI
Image generation + GPT
Visuals + content variations
ElevenLabs
Voice synthesis
Voiceovers, audio content
HeyGen / D-ID
AI video generation
Talking head videos at scale
YouTube Data API
Channel analytics + publishing
Track what works, schedule uploads
Canva API
Design automation
Batch-create branded graphics
Beehiiv / ConvertKit
Newsletter + email
Automate 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 understand the 3 infrastructure pillars (GitHub, Cloudflare, Google Workspace)
You have picked your primary stack
At least one API connection works (Google Drive or Sheets recommended)
.env file exists and is listed in .gitignore
You can ask Claude to interact with at least one external service
You're past the halfway mark. The Advanced Playbook shows you multi-agent orchestration, deployment pipelines, and autonomous workflows.
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:
"Read the client profile and tell me what you understand."
"Now draft the report introduction."
"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 Want
Prompt 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:
Syntax
What It Does
Example
@filename
References a specific file so Claude reads it
@knowledge/clients/acme/profile.md — Claude reads the file
#symbol
References a code symbol (function, class, variable)
#generateReport — Claude finds and focuses on that function
Shift+Enter
New line without sending — write multi-line prompts
Write 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
Scenario
Best Tool
Why
Quick question / brainstorm
ChatGPT (browser)
Fastest for one-off answers
Working with your files
Claude Code
Reads/writes your workspace directly
Multi-step project work
Claude Code
Persistent context, memory, file access
Image generation
ChatGPT (DALL-E)
Claude does not generate images
Web search during a task
Claude Code + MCP
Searches without leaving your workflow
Building a website or tool
Claude Code
Writes code, runs it, deploys it
Writing long-form content
Either
Both are excellent; Claude Code saves to file automatically
Data analysis on local files
Claude Code
Reads 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:
Time
Action
Prompt
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
You understand the 5 prompting rules
You have tried at least one of the 4 prompt patterns
You have tried the @ file reference syntax in Claude Code
You know when to use Claude Code vs ChatGPT
You can write a multi-line prompt using Shift+Enter
You have run both ready-to-use prompts in Claude Code
You have a daily 15-minute AI routine planned
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 extension
Your AI workspace is open and ready
GitHub repo set up
Nothing gets lost — full version history from day one
ChatGPT handover document done
3 years of AI context brought into Claude
CLAUDE.md written
Claude knows who you are before you say a word
Claude.ai memory trained
Quick browser questions get contextual answers too
Claude Code memory active
Claude remembers decisions and preferences across sessions
At least one API connected
Claude can reach outside your files
5 prompting rules internalised
You get useful answers, not generic ones
4 prompt patterns learned
You can shape Claude's output reliably
One real workflow tested
You've done the work, not just read about it
Daily 15-minute habit started
This stops being a tool and starts being a partner
Deploy workflow understood
You 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:
Build your first skill — take a task you do weekly, write it as a skill file, and never do it manually again
Add more API connections — each new MCP server is a new superpower
Create rules for your domain — teach Claude your industry's conventions so every output is on-brand
Learn agents — when you are ready, Claude can run multiple parallel tasks (like having a team of AI workers)
Share your workspace — invite a business partner to your GitHub repo and both of you use Claude with the same context
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.