Settings and PII safety
Some foundational Claude settings and best practices to keep client data safe and outside of the AI black boxes (in case regulators come knocking).
Connectors and MCP
How to give Claude direct access to the tools you already use, and why you’d choose those tools over others (plus an important Google Drive setting).
Build a skill: explain financial concepts
Teach Claude to explain any financial concept in a way that your clients and prospects can understand, then reach for that same skill week after week.
Scrub PII from transcripts with Hazel
How to scrub names, account numbers, balances, and other sensitive data out of a meeting recording in under a minute, so you can use it with Claude.
Help Claude sound less like AI
The phrases and rhythms that give away AI-written copy from across the room, and how to strip every last one of them out of your drafts (with a certain global setting).
The 30-minute interview
Sit through one interview and walk away with a permanent context file Claude can pull from so your outputs actually sound like you and reflect your values.
Build an expert bench with Deep Research
How to use Deep Research to assemble an on-call panel of specialists in SEO, video, email marketing, and anything else you’d rather not become an expert in yourself.
Run a positioning analysis
Find the gap between how you describe your firm and how the market actually hears it.
Deep ICP research for marketing strategy
Build a portrait of the client you want to attract with so much detail that you’ll never need to search for content ideas ever again.
Automate a client-question-fueled newsletter
A weekly newsletter built around the questions you’re hearing in client meetings and the news from the employers your clients actually work for, so the editorial calendar fills itself.
Create regular social media content
A repeatable system for showing up on social every week, pulled from the conversations you're already having with clients.
Sponsor a local newsletter
How to find the local newsletters your ICP already reads, pitch a sponsorship, write the ad, and tell whether the money was well spent.
An SEO strategy with the Ahrefs connector
An end-to-end SEO strategy grown from your ICP and positioning, instead of a generic keyword wish list.
Automate blog creation for SEO
A pipeline that takes a keyword and returns a publishable draft that still sounds like you, every time.
The perfect folder system
A simple folder layout that lets your AI workflows run in the background without cluttering your workspace or losing track of anything.
What's possible with Claude Design
A quick tour of the new design canvas and the kinds of assets it can produce in the time you usually spend on a single Canva tweak.
Build your brand kit in Claude Design
Lock in your colors, fonts, and logo so every asset comes out on-brand without you ever opening Canva.
Level up your marketing collateral
Apply your brand kit across a stack of real use cases (one-pagers, social templates, ad units) that removes the need for a production designer.
