About this episode

In this episode, Laura Zavelson teaches how to use Claude projects to streamline administrative tasks for consultants and solopreneurs.

Find out what your potential clients (and AI) think about you. Get the AI Brand Intelligence Report Stop wasting time re-explaining tasks and uploading files to Claude over and over. In this masterclass, I show you how to leverage claude projects to start handing off 3 high-value admin tasks - managing client files, drafting proposals and building workshops.Whether you’re a consultant, fractional executive, or solopreneur, I demonstrate how to use claude projects right in your browser to streamline complex workflows, manage multiple clients, and generate consistent deliverables. You'll learn the exact steps to define project instructions and which files to upload . Stop chatting and start building an AI-powered system that actually gets work done.Highlights:00:36 Create Your First Project01:53 Write Instructions 03:38 Upload The Right Files05:57 How to create a .md file06:28 Client Workflow Hand Offs08:50 Client Project Best Practices09:56 Proposal Writer Setup12:03 Proposal Workflow Hand Offs13:57 Workshop Project Wizard Setup16:56 Workshop Project Hand Offs17:57 More Use Cases CONNECT WITH ME: 🌐 ⁠LauraZavelson.com⁠ 📲 ⁠ LinkedIn⁠ 🎥 ⁠YouTube⁠ 😍 ⁠Instagram

More episodes of The GenXpert Show

• The 1 File That Will Make Claude Write Like You | Ep. 62 · July 12, 2026 · 7 min
• Claude Projects Instructions: This Template Will Save You Hours | Ep. 61 · June 25, 2026 · 9 min

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