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  • Step-by-step Claude Project setup for B2B marketing leaders
  • A complete Project Instructions template structured around About You, Your Team, and Your Business
  • Five worked use cases with copy-paste prompts: campaign briefs, content calendars, messaging frameworks, competitive positioning, leadership reporting

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AI Productivity

Getting Started with Claude: Marketing Leader Edition

A step-by-step guide to setting up Claude as your AI marketing operations assistant. Includes a ready-to-paste Project Instructions template built for VPs of Marketing, CMOs, and Heads of Demand Gen — covering campaign briefs, content calendars, messaging frameworks, competitive positioning, and leadership reporting.

12 pages
20 min read
16 visited
AI ProductivityClaudeMarketingCMODemand GenerationContent StrategyBrand

What's inside

  • Step-by-step Claude Project setup for B2B marketing leaders
  • A complete Project Instructions template structured around About You, Your Team, and Your Business
  • Five worked use cases with copy-paste prompts: campaign briefs, content calendars, messaging frameworks, competitive positioning, leadership reporting
  • Role-specific constraints to enforce brand voice, flag new channel suggestions, and lead with pipeline impact
  • A companion .txt file you can paste directly into Claude

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