Maximizing Claude for Client Work
Get more from Claude every day: brief it like a teammate, keep each client in its own Project, connect Gmail and Drive, get finished files back, and hand off bigger jobs safely.
What this course covers
A practical guide to Claude as it works in October 2026. You will learn which app and model to use, how to brief Claude so the first answer is usable, how to keep each client's work in its own Project, how memory and connectors work, how to get finished spreadsheets, documents and decks, and when to hand a multi-step job to Cowork or Claude in Chrome. It ends with a daily routine and the checks to run before anything reaches a client.
Course outline
- Where Claude lives and which model to pickVideo · 4 min
- Write a brief, not a questionVideo · 4 min
- One Project per clientVideo · 3 min
- Memory, incognito chats and your settingsVideo · 3 min
- Connect Gmail, Calendar, Drive and SlackVideo · 4 min
- Get finished files, decks and researchVideo · 4 min
- Hand off bigger jobs: Cowork, Chrome and scheduled tasksVideo · 4 min
- Your daily routine and the check before you sendVideo · 3 min
Certificate
Finish every lesson and the certificate is issued on the spot. Each certificate has its own verify page a client can open, and a button to add it to LinkedIn.
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