You're About to Hire a New Coworker.
Hey friend.
Before you do a single thing, read this page. Five minutes. It'll change how you think about what you're about to set up — and that matters more than the setup itself.
Most people install Claude Code, then use it like ChatGPT. Type a question, get an answer, copy it somewhere. That works, but it's missing about 80% of what this thing actually does.
Claude Code isn't a chat tool. It's a coworker that lives on your computer. It can read your files, edit them, build things from scratch, and remember everything you've ever taught it about your business.
ChatGPT remembers nothing. Claude Code remembers everything.
Every ChatGPT conversation starts from zero. You re-explain your business every single time. With Claude Code, you teach it once — about your offers, your voice, your customers — and it carries that context forward forever. That's the unlock.
The setup takes 15 minutes. The mindset shift takes 5. Both matter. By the end of this guide you'll have:
- Claude Code installed and running on your computer
- The right way of working with it (almost everyone gets this wrong on day one)
- Claude already knowing your business — so every future conversation is sharper, faster, more accurate
Don't skip Part 2 and 3. Part 1 is the install. Part 2 and 3 are the leverage.
You're Done When...
Installing Claude Code
This is the only technical part of this whole guide. After today, you'll never think about the install again.
You'll be typing things into a black-and-white window called a Terminal. It looks scary in movies. It isn't. You're just going to copy what I give you, paste it, and press Enter. That's it.
Pick your computer
Step 1: Open the Terminal
On your Mac, press ⌘ Cmd + Space at the same time. A search bar pops up in the middle of your screen.
Type Terminal and press Enter.
A small window will open with a blinking cursor. That's your terminal. That blinking cursor is where you'll type the commands I give you.
On your Windows PC, click the Windows icon (bottom-left) or press the Windows key.
Type PowerShell and click on "Windows PowerShell" when it appears.
A blue or black window will open with a blinking cursor. That's your terminal. That blinking cursor is where you'll type the commands I give you.
Step 2: Sign Up for Claude (If You Haven't)
Claude Code requires a paid Claude account. The cheapest plan covers everything you need to get started.
If you already have Claude Pro or Max — skip to Step 3.
If you don't:
- Go to claude.ai and sign up
- Click the upgrade button and pick a plan below
| Plan | Price | What it covers |
|---|---|---|
| Claude Pro Start here | $20/mo | Standard usage. Plenty for most people getting started. |
| Claude Max 5× | $100/mo | 5× the capacity of Pro. For heavy daily users. |
| Claude Max 20× | $200/mo | 20× the capacity. For people running their whole workflow on Claude. |
Almost everyone starts with Pro at $20/month. You can upgrade any time. One subscription covers Claude on the web AND Claude Code on your computer — same account, same login, same plan.
Step 3: Install Claude Code
Copy the command below. Paste it into your terminal. Press Enter.
curl -fsSL https://claude.ai/install.sh | bash
irm https://claude.ai/install.ps1 | iex
You'll see a bunch of text scroll by — letters, numbers, words you don't recognize. That's normal. It's the installer downloading and unpacking files. Wait until the scrolling stops and your blinking cursor comes back.
y and Enter, then keep watching.
Step 4: Open a Fresh Terminal
This step trips up almost everyone. Do not skip it.
The installer made some changes that only take effect in a brand-new terminal session. So:
- Quit Terminal completely —
⌘ Cmd + Q(not just close the window) - Re-open it the same way you did in Step 1 (Cmd+Space → "Terminal" → Enter)
- Close the PowerShell window completely (click the X in the corner)
- Re-open it the same way you did in Step 1
To check the install actually worked, type this in your fresh terminal and press Enter:
claude --version
If you see a version number (something like claude 1.x.x), the install worked. Move to Step 5.
If you see command not found, scroll to the Troubleshooting section at the bottom — it's the most common hiccup and the fix is two clicks.
Step 5: Launch Claude Code & Log In
In your terminal, type:
claude
Press Enter.
The first time you run it, your web browser will open automatically and ask you to log into your Claude account. Log in. Click "Allow." Come back to your terminal.
You'll see a friendly welcome message and a prompt waiting for you to type. You're in.
Step 6: Say Hi (Your First Real Moment)
At the prompt, type this and press Enter:
Hi! Can you create a file on my desktop called hello.txt that says "Claude Code is working"?
Claude will think for a second, then ask permission to create the file. Type y and Enter to approve.
Now go look at your desktop. There's a file there. A real file. That you didn't make.
Claude didn't just answer your question — it did something. That's the whole difference.
You moved from "AI that talks" to "AI that does"
ChatGPT would have told you what to type to create the file. Claude Code created the file. Now scale that up — emails written and saved, spreadsheets built, websites edited, content drafted across your folders. That's the leap.
Step 7: Quit For Now (Or Keep Going)
To exit Claude Code, type /quit and press Enter, or press Ctrl + C twice.
To launch it again later, just open your terminal and type claude. That's it. Forever.
Troubleshooting
If something didn't work, find your error below. These cover 95% of first-install hiccups.
You didn't open a fresh terminal after install. Quit your terminal app completely (on Mac: ⌘ Cmd + Q; on Windows: close the window with the X), open it again, and try claude --version. This fixes 90% of cases.
If it still doesn't work after a fresh terminal, restart your computer once and try again.
Sometimes the browser handoff misfires. In Claude Code, type /logout and press Enter. Then type /login and press Enter to redo it. Make sure you're logging into the same Claude account that has Pro or Max.
Run the install with admin permissions. Paste this instead:
sudo curl -fsSL https://claude.ai/install.sh | bashIt'll ask for your computer password — type it (you won't see characters appear, that's normal) and press Enter.
You need to run PowerShell as an Administrator. Close PowerShell. Click the Windows icon, type "PowerShell," right-click on it, and choose "Run as Administrator." Click Yes when Windows asks.
Then run the install command again. Once it's installed, you can use regular PowerShell forever — admin was only needed for the install.
Claude Code requires Claude Pro ($20/mo) or Claude Max. Go to claude.ai/upgrade, pick a plan, then come back and run /login in Claude Code.
Take a screenshot of your terminal showing the error. Text me. We'll fix it together — there's no shame in this, every install has its quirks.
You're Done With Part 1 When...
How to Actually Talk to Claude.
Claude Code is installed. Now here's the part that actually decides whether you get value out of it or not.
The single biggest mistake people make is treating Claude like a search engine. Type a question. Get an answer. Done.
That works. But it's like hiring a senior consultant and only letting them look up phone numbers.
Here's the way of working that gets you 10× more out of every conversation. Seven small habits. None of them are hard. All of them feel weird at first.
This is the thing nobody told you.
Move 1: Lead with the outcome, not the task
This is the foundation. Everything else builds on it.
When you start a conversation with Claude, tell it what you're trying to achieve. Not what to make.
Two prompts. Different planets.
Bad: "Write me a sales page for my coaching offer."
Good: "I'm trying to convert more cold traffic into discovery calls. My current sales page isn't working. Help me figure out what's broken and what to do about it."
The first prompt makes Claude write copy. The second makes Claude think with you. Massive difference in what comes back.
Lead with the outcome. Let Claude figure out the methodology.
Move 2: Have a real conversation
Don't dump a giant prompt and walk away. Talk to it. Ask follow-up questions. Push back when something feels off. Tell it when you don't like the direction.
Claude does its best work when it's in dialogue, not when it's executing a brief. The more back-and-forth, the better the output.
Treat every conversation like you're working through a problem with a smart coworker — because you are.
Move 3: Make Claude interview YOU
This is the move that changes everything. Almost no one does it. Read this twice.
Before Claude does anything, ask:
"Before you do this, what do you need to know from me to nail it? Interview me. Ask me one question at a time."
Claude will start asking smart, targeted questions. Answer them honestly — the messy answers are the most useful ones. By the time it's done interviewing you, it has 5× more context than if you'd just told it what you wanted.
You don't know what you don't know.
You can't put context into a prompt that you don't realize matters. Claude has talked to thousands of businesses — it knows what to ask. Let it ask. The 5 minutes of interview saves an hour of revision.
Move 4: Hunt for blind spots
Once you've talked it through, before Claude starts working, ask:
"What am I missing? What questions should I be asking that I'm not? What could make this fail?"
Claude is good at seeing around corners. It's read the playbooks of every business that's done what you're trying to do. Use that.
Read its answer carefully. There's almost always one thing in there you hadn't considered. That one thing is usually the most valuable part of the whole conversation.
Move 5: Verify alignment before any work starts
This is the step that prevents 90% of "this isn't what I asked for" frustration.
Before Claude starts producing anything, ask:
"Tell me back — what do you think my intention is? What's the outcome I'm targeting? What approach are you about to take?"
Claude will summarize what it heard from you. Read it carefully. If anything is wrong, missing, or off — correct it. If it's right, you're cleared to move forward.
One paragraph of alignment now beats an hour of revisions later. Every time.
Move 6: Plan Mode — your secret weapon
This is the Claude Code superpower most people don't know about.
When you're about to build something — a project, a piece of copy, an automation, anything multi-step — press this in your terminal:
Shift + Tab
This puts Claude into Plan Mode. You'll see a small indicator change at the bottom of your terminal.
In Plan Mode, Claude won't actually do anything yet. It'll write you a step-by-step plan of exactly what it intends to do — every file, every change, every step. You read it. You push back. You make it better.
10% on the actual build.
A bulletproof plan means a bulletproof build. The build itself is mostly automatic once the plan is right.
This is the one habit, more than anything else, that separates people who get incredible results out of Claude from people who get mediocre ones.
Move 7: Approve, then build
When the plan is right, press Shift + Tab again to leave Plan Mode and let Claude execute. It'll do the work. You watch it happen in real time.
If something goes sideways mid-build, you can stop, refine the plan, and try again. No work is ever lost — Claude tells you what it changed every step of the way.
Outcome → Conversation → Interview → Blind spots → Alignment → Plan → Build
Memorize that order. Most people skip straight to "build." Don't be most people. The first six steps take 15 minutes. They save hours of revision and produce dramatically better work. Every time.
You're Done With Part 2 When...
Teach Claude About Your Business Today.
You've installed Claude Code. You know the mindset. Here's the move that separates day-one users from people who've been doing this for months.
Before you ask Claude to write a single email, build a single thing, or solve a single problem — teach it about your business.
This sounds boring. It isn't. It's the highest-leverage 30 minutes you'll spend with this tool, period.
The brief you build today makes every future conversation 10× better.
Every conversation after this one is sharper, faster, more accurate — because Claude already knows your offers, your voice, your customers, your goals. It won't ask you generic questions anymore. It'll ask the right ones. And every piece of work it produces will sound like you, not like generic AI.
Two paths to do this. Pick whichever feels easier. Both end at the same place.
Path A: The Fast Way (Have Claude Interview You)
This is what I recommend if you don't want to dig up files.
Open Claude Code. Paste this exact prompt:
I want you to interview me about my business so you have the context you need to help me with everything from now on. Ask me one question at a time — don't dump a list. Cover: what I sell, who I sell to, my voice and tone, my offers and prices, my customers' biggest pains and wins, my competitors, my brand personality, and my goals for the next 90 days. After we're done, write me a Business Brief I can save and reference in any future conversation.
Then just answer the questions as they come. Take your time. Be honest — even the messy parts, especially the messy parts.
When Claude finishes, it'll write you a Business Brief. Save it. Tell Claude:
"Save this Business Brief as a file called business-brief.md on my desktop."
Now you have a real document, on your real computer, that captures your business in Claude's words.
Path B: The Thorough Way (Upload Everything)
If you've got the energy and a free hour, this version produces a sharper brief because it's grounded in your actual words, not just what you remember in an interview.
Step 1 — Gather these files into a folder on your desktop called my-business:
- Your website copy (homepage, about page, sales pages — copy and paste into a doc if needed)
- Your last 10 marketing emails
- Your offer descriptions and prices
- 3-5 customer testimonials or DMs
- A handful of your social media posts
- Anything else that captures how you talk to your customers
Step 2 — Open Claude Code in that folder. In your terminal:
cd ~/Desktop/my-business
claude
Step 3 — Paste this prompt:
Read every file in this folder. Then write me a Business Brief that captures: what I sell, who I sell to, my voice and tone, my common phrases and the words I use a lot, my offers and prices, my customers' pains and wins, and my brand personality. Be specific. Quote me directly where it's useful. When you're done, save the brief as business-brief.md in this folder.
Claude will read everything and produce a Business Brief grounded in your actual words. This brief will sound more like you than anything you could write yourself in 30 minutes.
Use the Brief in Every Future Conversation
From now on, when you start any new project with Claude, your first message should be:
"Before we start, read business-brief.md from my desktop. That's my business — reference it for everything we work on together."
Claude reads the file. Now it has full context. Now you can skip the explaining and get straight to the work.
Update the brief any time something major changes — new offer, new audience, new direction. Just open Claude Code and say "let's update my Business Brief — here's what changed."
This 30 minutes pays back forever.
Every conversation, every project, every email, every piece of content from this point forward gets the benefit of Claude knowing your business. The savings compound. By month two, you'll wonder how you ever worked without it.
You're Done With Part 3 When...
Cheat Sheet.
The keyboard shortcuts and commands you'll actually use the most.
Inside Claude Code
Shift + Tab | Toggle Plan Mode on/off — use this a lot |
/clear | Start a fresh conversation, wipe context |
/help | See all available commands |
/login | Re-authenticate (if Claude logs you out) |
/logout | Sign out of your Claude account |
/quit or Ctrl + C ×2 | Exit Claude Code |
↑ (up arrow) | Bring back your last message |
Tab | Auto-complete file names while typing |
Esc | Stop Claude mid-task without quitting |
From Your Regular Terminal
claude | Launch Claude Code in the current folder |
claude --version | Check what version you have |
claude --help | Help menu from outside Claude Code |
cd ~/Desktop/my-folder | Move into a folder before launching claude |
The 7 Moves (From Part 2)
- 1. Lead with the outcome, not the task
- 2. Have a real conversation — talk back, push back
- 3. Make Claude interview YOU before any work starts
- 4. Hunt for blind spots — "what am I missing?"
- 5. Verify alignment — "tell me back what I want"
- 6. Plan Mode (Shift+Tab) — 90% planning, 10% building
- 7. Approve, then build — only after the plan is right
One Last Thing.
You're not learning a tool.
You're hiring a coworker.
If you treat Claude like a search engine, you'll get search-engine results. If you treat it like a thoughtful collaborator who needs context, asks questions, and plans before building — you'll get something most people never see.
Now go work with it.