Project: Company Profile
ProjectClaude's Projects feature lets you build a dedicated AI workspace for your business. You upload your company documents once — and every chat you open inside that project has instant access to all of them. Claude reads your files, understands your business context, and gives you answers, content, and strategies that are tailored specifically to your company — not generic advice for a fictional business.
What Makes Projects Powerful
A Project is like giving Claude its own desk in your business. Everything it needs to know about you — your products, your customers, your tone, your goals — lives there. You never have to re-explain who you are or re-upload documents between conversations.
You can also create multiple projects for different purposes — one for your marketing, one for a new product you're developing, one for your business plan. Each stays separate, focused, and organised.
Documents to Upload to Your Company Project
The more context you give Claude, the better its output. Here are examples of files worth uploading depending on what you want to use the project for:
| Use Case | Documents to Upload |
|---|---|
| Company Profile | About Us page, company history, mission & values statement, team bios, service or product list |
| Business Plan | Existing business plan draft, market research, competitor analysis, financial projections, SWOT analysis |
| New Product | Product brief or concept document, customer research notes, pricing research, supplier quotes, packaging ideas |
| Marketing | Brand guidelines, tone of voice guide, past campaign results, target audience profile, social media strategy |
| Operations | SOPs, staff policies, onboarding documents, process flowcharts, supplier agreements |
Setting Up Your Company Project
On claude.ai, click Projects in the left sidebar, then click New Project — the button on the right of the screen. Name it after your business or focus, e.g. Acme Co — Marketing or New Product Launch 2025.
Inside your new project, you'll see three blocks stacked on the right of the screen:
Memory — where Claude builds up facts about your business as you chat. You don't fill this in directly; Claude maintains it automatically across every conversation in the project.
Instructions — your standing brief for the project. Type something like "Always refer to the company as Acme Co. Use a professional but friendly tone. All pricing should be in ZAR." Claude applies this to every chat automatically.
Files — where your documents live. Click Upload files and add your company files. PDFs, Word documents, and text files all work. Start with your company profile and any documents most relevant to the work you want to do.
Click New Chat from within the project. Claude now has full access to everything you've uploaded and any standing instructions you've set.
Prompt 1 — Public Speaker: Marketing Tips
A public speaker can use a project to store their speaker bio, topic list, past event summaries, and audience feedback. This prompt asks Claude to generate targeted marketing ideas based on that context.
Documents to upload first
Prompt
You are a marketing strategist specialising in personal brand growth for professional speakers and thought leaders in South Africa. I have uploaded my speaker profile, topic list, target audience details, and testimonials to this project. Please use these as the foundation for your recommendations. Based on my profile and the types of audiences I speak to, please give me a practical marketing plan covering the following: 1. LinkedIn strategy — what type of content should I post, how often, and what format works best for positioning me as a go-to speaker in my niche? Give me 5 specific post ideas I could create this month. 2. How to approach event organisers and conference coordinators — what should my outreach message include, and what makes a speaker pitch stand out? 3. Referral and repeat booking strategy — how do I turn one event into ongoing work with the same client or their network? 4. One thing most speakers neglect in their marketing that I should start doing immediately. Keep all recommendations practical and actionable — I am a one-person business and do not have a marketing team. Prioritise ideas I can implement myself within the next 30 days.
Prompt 2 — Virtual Assistant: A Project Per Client
A virtual assistant (VA) working with multiple companies can create a separate Claude project for each client. Each project holds that client's documents, tone of voice, preferences, and SOPs — so Claude is always in context when the VA switches between clients, with no confusion between accounts.
Documents to upload per client project
Prompt — setting up a new client project
You are a highly organised executive assistant supporting a virtual assistant who manages multiple client accounts. I have uploaded the company profile, tone of voice guide, service list, and key contact details for this client to the project. Please use these documents to understand the business before responding. I need you to help me with ongoing tasks for this client. To start, please do the following: 1. Read through the uploaded documents and give me a 5-point summary of the most important things to know about this business — their tone, their customers, their key services, and anything that will affect how I communicate on their behalf. 2. Based on their tone of voice guide, write a short example email I could use as a template when responding to a general customer enquiry. It should reflect their brand perfectly. 3. Suggest 3 recurring tasks that a VA typically handles for a business like this, and flag any that I should confirm directly with the client before taking on. Going forward, I will use this project for all work related to this client. Please always reference the uploaded documents when helping me with their tasks.
How to Use These Prompts
- Set up your project and upload the relevant documents using the steps above.
- Open a new chat inside the project — not from the main sidebar.
- Click Copy on the prompt you want and paste it into Claude.
- Claude will read your uploaded documents and respond with context specific to your business.
- Continue the conversation in the same chat — ask follow-up questions, request drafts, or explore new ideas. Claude holds the full context throughout.