Free Lesson
The Claude Setup Every Marketing Team Needs
60 min
May 14, 2026 1:00 PM
Virtual (Zoom)
In this video
What you'll learn
Map every Claude surface to the right marketing task
Know when to use Claude.ai, Cowork, Chrome extension or M365 plugin, and which saves the most time.
Define your Instructions so Claude is set up for your team
The questions you need to answer to write your master Instructions so Claude knows who you are and how you work
How to build up Projects and Skills
Leave with a prioritized list of Projects and Skills you can customize for your team.
Why this topic matters
Marketing teams using Claude without a proper setup get generic, inconsistent outputs that require significant rework. The cause is always the same: Claude has no brand context, no strategy and no standing instructions. This session covers the complete setup that fixes that — surfaces, settings, Connectors, Skills, a live Project build and a clear plan for what to build first.
You'll learn from
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