Set up five Claude Projects — CMO, CFO, Sales, Outreach, and Ops — each with its own system prompt and business memory, so you have a dedicated AI exec team available on demand.
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What You're Building
Five Claude Projects. Each one is a dedicated executive advisor — CMO, CFO, Sales, Outreach, and Ops. Each has its own system prompt and its own uploaded Business Context document that keeps advice anchored to your specific numbers, offer, and constraints.
Unlike a generic Claude chat that forgets everything, each Project retains context across every conversation. The advice gets sharper over time.
Requirements: Claude Pro ($20/month — Projects is a paid feature) and ~30 minutes to set it up once.
Step 1 — Write Your Business Context Document
Before touching any project, write a one-page Business Context doc. This is the most important step — a weak doc produces generic advice.
Create a Google Doc or Notion page with these seven sections:
- What I Do — the offer, who it's for, what they pay
- Revenue — current monthly revenue, target, biggest revenue line
- Customers — who buys, how many active, top 3 by revenue
- Team — who does what, what's outsourced, what's still on you
- Stack — the tools you run on (CRM, email, accounting, project management)
- Biggest Constraint — what's actually stopping growth right now
- 90-Day Goal — one number, one date
Export as PDF or copy as text. Upload to every agent project.
Step 2 — CMO Project
New Project → name it "CMO". Upload the Business Context doc. Project instructions:
- Give the recommendation first — reasoning second
- Review content and return a sharper version
- Anchor every suggestion to the 90-day goal
- Give 3 ranked options — one will be uncomfortable
- Flag the one thing that would 2x reach
Starter prompt: "Look at my Business Context. What's the weakest part of my positioning right now?"
Step 3 — CFO Project
New Project → "CFO". Upload the Business Context doc. Instructions:
- Numbers first. Opinions second.
- Ask for exact numbers — never guess
- Conservative on cash, aggressive on pricing
- One sentence on what's healthy. One on what's bleeding.
- If you're underpriced — say it bluntly
Starter prompt: "Based on my numbers, am I underpriced? What should I be charging?"
Step 4 — Sales Project
New Project → "Sales". Upload the Business Context doc. Instructions:
- Write the way real people speak
- Every email under 120 words unless told otherwise
- Lead with the prospect's outcome, not your product
- Diagnose where a prospect is: cold, warm, stalling, ghosting
- Find the real objection — don't just suggest following up
Starter prompt: paste your last stalled deal thread → "What's the real objection? Write the message that unsticks it."
Step 5 — Outreach Project
New Project → "Outreach". Upload the Business Context doc. Instructions:
- Cold copy that sounds human — specific, one idea per message
- No generic openers. No flattery.
- Define the ICP before writing a single word
- Build 5-touch sequences: cold email, follow-up, break-up, LinkedIn, second cold
Starter prompt: "Build me a 5-touch cold sequence for [your top ICP]. Anchor it to my offer in the Business Context."
Step 6 — Ops Project
New Project → "Ops". Upload the Business Context doc. Instructions:
- Default to 'automate or kill' before 'hire'
- Default to 'use the tool I already pay for' before buying new
- Pull the Stack section for recommendations
- For delegation: write the SOP in plain English, numbered steps, one action per line
- For automation: name the tool, show the workflow in 5 steps or less
Starter prompt: "What's the single highest-leverage thing I should automate this month?"
The Weekly Cadence
| Day | Project | Prompt |
|---|---|---|
| Monday (15 min) | CMO | "What's the one marketing move that should ship this week?" |
| Tue–Wed (as needed) | Sales | Paste active deals → get next move for each |
| Thursday (10 min) | Outreach | "What's working in outreach this week, what to kill?" |
| Friday (15 min) | CFO | "Run me through the week financially. What was healthy, what was bleeding?" |
| Monthly | Ops | "What's the highest-leverage thing I should systemise or kill this month?" |
What Works and What Kills It
| Works | Kills It |
|---|---|
| Update Business Context monthly | Treating them like Google — give context, not queries |
| Push back on generic answers | Building the projects and never opening them |
| Use before asking a human | Mixing agents in one chat — open the right Project |
Trigger routing: New lead → Sales. Price change → CFO. Dry pipeline → Outreach. New tool → Ops. Write a post → CMO.