If you have never used Claude, here is what you need to know to get going quickly. Whether you are a marketer, founder, or sales professional, Claude is one of the most powerful AI tools available today — and getting started takes less time than your morning coffee.
Go to claude.ai and create an account. The free tier is fine to start. The Pro plan ($20/month) gives you access to the most capable model and all the advanced features covered below.
This is the most important feature for marketers.
A Project is a persistent workspace where Claude remembers your context across conversations. Upload your brand guidelines, ICP doc, past campaign data — whatever you reference repeatedly. You do this once and Claude has it available every time you start a new conversation inside that Project.
Think of it as giving your AI assistant a permanent briefing document that never expires.
Claude can connect to Google Drive, Gmail, and Google Calendar. Once connected, it can pull in emails, documents, transcripts, and calendar context without you manually uploading anything.
This is where it starts feeling less like a chatbot and more like a chief of staff.
Skills are reusable prompt workflows you can install or build yourself. Think of them as SOPs that Claude follows automatically.
Instead of re-explaining your process every time, you write the instructions once and Claude applies them consistently. Whether it’s a competitive analysis framework, a content brief template, or a lead qualification checklist — Skills turn your best processes into repeatable, automated workflows.
Stop thinking of Claude as a chatbot you ask questions.
Start thinking of it as a junior analyst who has access to all your files and never forgets your instructions. The better context you give it up front, the better the output.
This is the use case worth breaking down in full — because every marketer has competitors, and this is something you can try in the next 10 minutes.
Take 5 to 10 competitor URLs and paste them into Claude with a structured prompt. Tell Claude what you are looking for:
The real value is not knowing who your competitors are. You already know that.
The value is seeing the patterns across all of them at once. When every competitor is saying the same thing, that is a signal that the market has converged on a shared narrative. Your opportunity is to say the thing nobody else is saying — the defensible position that actually differentiates you.
Open Claude, paste in 5 competitor website URLs, and use this prompt:
"Analyze these 5 competitors. For each one, tell me how they position themselves, who they are targeting, and how they describe the problem they solve. Then show me where they all overlap in messaging and where the white space is. Format as a table with a summary of defensible positioning opportunities."
You can improve that prompt and save it as a Skill so that it becomes a repeatable process — no need for a massive prompt library. One prompt, saved once, reused forever.
I still validate everything Claude gives me. But what used to take hours of manual research is now a 10-minute starting point that surfaces angles I might have missed.
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