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Free Lesson
Set up a Claude project for multi‑client work
30 min
Jun 12, 2026 12:00 PM
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
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Expertise deployed for
