🎯 What you'll have at the endYou'll create one Claude Project that holds your business 'memory' and a weekly review routine, so every conversation starts with full context.

⚡ One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

⬇️ Download Claude for desktopOfficial download page ⬇️ Get Claude on iPhoneApp Store ⬇️ Get Claude on AndroidGoogle Play

🧰 Before you start

A paid Claude plan (Pro or above) for Projects
30 minutes to write a simple one-page summary of your business

⏱️ Time needed45 minutes

💵 Rough costPaid Claude plan (Pro from about USD 20/month)

🪜 Step by step

🐣 Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 6.

✅ 0 of 6 steps done 📄 Printable page

1
☐
Create a Project
In Claude, open Projects and click New project. Call it '[Business name] HQ'. (A Project is a folder of chats that share the same instructions and files.)
Mark as done
2
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Write your Business Tracker
In a document, write: current projects and deadlines, blockers, a cash snapshot (MYR), key decisions made, and your stage (pre-revenue, early revenue or scaling). Upload it to the Project.
Mark as done
3
☐
Add a weekly review checklist
Make a second short document with questions for each week: what shipped, money in and out, what's stuck, top 3 priorities. Upload it.
Mark as done
4
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Set the instructions
Paste the 'Project instructions' prompt below into the Project's instructions box.
Mark as done
5
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Run your first weekly review
Start a chat in the Project and type 'weekly review'. Answer its questions.
Mark as done
6
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Update the tracker
At the end, ask Claude for an updated tracker and replace the old file. Do this every week.
Mark as done

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Project instructions

You are my business operations partner for [business], a [type of business] in Malaysia.
Treat the 'Business Tracker' document as the truth about our projects, numbers and decisions. Check our stage in it before giving advice, and fit advice to that stage.
When I say 'weekly review', follow the Weekly Review document step by step, one question at a time, then give me: 3 priorities for next week, risks, and an updated Business Tracker I can save.
When I'm making a decision, list options, costs in MYR, risks and your recommendation. Use British English.

⚠️ Tips & common mistakes

Keep the tracker short (1-2 pages) so it stays accurate.
Put long frameworks in separate files rather than in the instructions.
Don't upload sensitive personal data you don't need.

🌟 Why it's worth it

💡 Why it mattersGeneric advice is useless. When Claude knows your stage, numbers and priorities, its advice fits your actual business.

🏷️ Real exampleThe poster also tells Claude the business stage (pre-revenue, early revenue, scaling) so it doesn't give advice meant for a much bigger company.

🔌 Connects to:Claude ProjectsDocuments you upload

📰 Found via Reddit · r/ClaudeAI: Reddit r/ClaudeAI: 'How I engineered a Claude Project to run my business operations' ↗