Your Claude setup
One platform, run your business on it. This is the map: which part of Claude + Cowork to reach for on a given job — not 13 tools to compare, just the surface that fits. Start with a Project; the rest slots in as you go.
Start here
Set up one Claude Project for your real estate business first. Put your market, your brand voice, your required disclosures, and your Fair Housing rules in its instructions. Every chat you start inside that Project inherits all of it — so you stop pasting the same preamble ten times a day. Everything below builds on that.
Do the lesson: Give Claude your business once →The job → surface map
Give Claude your business context once
Your market, brand voice, disclosures, and Fair Housing rules live in a Project — so every chat inside it already knows them and you stop re-explaining yourself.
Draft, analyze, or model in conversation
Web, desktop, or your phone between showings. Where the listing copy, the net-sheet math, and the tough client reply get written. This is where the lessons hand off.
Build a small tool or one-pager
A deal calculator, a one-page CMA, a home-value landing page — built right in the chat, no code. (Its own track covers this.)
Turn a repeatable prompt into a reusable action
The Friday-update prompt you tuned becomes a skill you trigger by name. Practice a prompt in a lesson, save it to your Playbook, then save it as a skill and run it in your own Claude forever.
Run a skill on a schedule, hands-off
The Friday-update skill fires every Friday morning without you opening anything. (Its own track covers automation.)
Reach your email, calendar, and drive
Connect Gmail and Calendar and Claude reads the real thread to prep you for a showing — not a summary you typed. Connect only what you need; keep client data in mind.
Anything robust or multi-step
Have Claude interview you and lay out the plan before it produces anything. A minute of planning saves ten of redoing.
Practice → save → run it in your business.
Every prompt that passes a lesson lands in your Playbook. From there, save it as a Cowork skill — a paste-ready block you drop into your own Claude and run by name. That's the whole point of picking one platform: the prompt you practiced here becomes a tool you keep.
Cowork surfaces change fast — names here reflect the current setup. If something moved, the shape still holds: context lives in a Project, repeatable work becomes a skill, live data comes through a connector.