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What you'll accomplish

By the end of this guide, you'll have a Claude Project set up for one of your major ongoing clients — with their brand guidelines, voice and tone, past feedback patterns, and campaign history loaded in — so every new design task starts with an AI that already knows the brand as well as you do.

What you'll need

  • Claude Pro account ({{tool:Claude.price}}) — Projects require Claude Pro
  • The client's brand guidelines (PDF, Word doc, or website link)
  • 15–20 minutes of notes about the client's preferences and past feedback
  • Time needed: 45 minutes to set up; 5 minutes per new task after
  • Cost: {{tool:Claude.price}}

How-To Guide: Build a Persistent Brand Knowledge Base for an Ongoing Client

Step 1: Create a new Claude Project for the client

  1. Log in to claude.ai
  2. In the left sidebar, click Projects (or the + icon next to "Projects")
  3. Click Create Project
  4. Name it with the client's name: "Riverside Café Brand" or "Acme Corp Design"
  5. You'll land on the project page — it has a chat area and a Project Knowledge section

What you should see: A new project page with a panel on the right side for adding knowledge files.

Tools:Claude