Set Up a Claude Project for Inquiry Replies and Quotes

1. Sign in to Claude and look for Projects in the sidebar.
2. Click to start a new project and give it a clear name, such as "Studio Inquiries and Quotes."
3. Open the project once it is created.

What you should see: An empty project workspace with a place to add knowledge and a place to start chatting. Troubleshooting: If you do not see a Projects option, confirm your account is on Pro rather than a free account, since project knowledge storage needs a paid plan.

1. Inside the project, look for an option to add project knowledge or upload files.
2. Upload your current price list and a document describing your packages by name.
3. Add anything else a reply commonly needs: your typical turnaround time, your travel policy, your deposit terms.

What you should see: Your uploaded documents listed inside the project, available to every conversation you start there. Troubleshooting: If a document does not seem to be used in a reply, check that it uploaded fully and try referencing it by name in your next message ("using the price list I uploaded").

1. Find the project's instructions or custom instructions field.
2. Describe your tone in plain language: warm but professional, concise, whatever fits how you actually talk to clients. Include a couple of phrases you tend to use and any you want to avoid.
3. Paste in two or three past replies you were proud of as examples.
4. Save the instructions.

What you should see: The instructions saved and visible whenever you open the project. Troubleshooting: If replies still sound generic after this step, add a specific example reply rather than a general description. Claude follows an example more closely than an adjective.

This step matters every single time you use the project, not just during setup.

1. Before pasting a client's inquiry email, remove or replace the client's full name, the event date, the venue name and any address.
2. Use a placeholder instead, such as "the client" or "the venue."
3. Keep a private note elsewhere (your own inbox, your CRM) with the real details, since the project itself should not accumulate a growing record of client identities over time.

What you should see: An inquiry pasted into the chat that reads naturally but no longer contains anything that would identify the specific couple, family or venue. Troubleshooting: If the reply needs the real date or location to make sense (a travel quote depends on distance), add those details back in after Claude drafts the reply, once you are working outside the shared project thread.

1. Paste the redacted inquiry into a new chat inside the project.
2. Ask for a warm reply plus an itemized quote based on your packages.
3. Read the draft fully before sending anything.
4. Fill in the real client name, date and venue once you have copied the draft somewhere private.

What you should see: A reply that references your actual package names and prices correctly, in a tone that sounds like you rather than a form letter. Troubleshooting: If a price or package name comes out wrong, check that your price list document is current. Claude only knows what you uploaded, and an outdated price sheet produces an outdated quote.