Set up a Claude project for multi‑client work

Hosted by Ashley Gross

Thu, Jun 11, 2026

4:00 PM UTC (30 minutes)

Virtual (Zoom)

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Claude Cowork: Get Set Up in 2 Hours
Ashley-Gross
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What you'll learn

Build a persistent client portfolio workspace in Claude

Learn how to set up a Claude Project where your instructions and core client documents live

Standardize analysis and deliverables across clients

Learn how to add global instructions and frameworks so every risk assessment, & briefing, follows the same structure

Run sector‑specific AI risk reviews in one pass

Learn how to use your uploaded risk methodology to evaluate multiple clients at once

Why this topic matters

Students should care about this because most AI work fails at the setup step, not the prompt step. When you know how to design a persistent Claude project and skill, you stop wasting time re‑explaining context and start getting consistent outputs across clients, teams, and channels.

You'll learn from

Ashley Gross

Wiley Author | Forbes-featured Founder | GTM Engineer

Expertise deployed for

Snowflake
HP
Microsoft
Unilever
Pearl Meyer
See all products from Ashley Gross

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