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What you'll accomplish

By the end of this guide, you'll have Claude Pro set up with all your community's key details stored in a Project — so every buyer communication you draft starts from the right context without re-explaining your community, floor plans, and pricing every single time. Getting a polished follow-up email will take 30 seconds instead of 5 minutes.

What you'll need

  • A Claude Pro account at claude.ai ($20/month — free tier works but Projects requires Pro)
  • Your community details ready: name, location, floor plans, price range, HOA info, build time, warranty, nearby schools and amenities
  • Your builder's brand voice guidelines (if you have them) — or just describe your preferred tone
  • Time needed: 45–60 minutes to set up; 30 seconds per communication after that
  • Cost: $20/month (Claude Pro)

How-To Guide: Set Up Claude Pro for Consistent Buyer Communication

Step 1: Create a Claude account and upgrade to Pro

  1. Go to claude.ai
  2. Click "Sign Up" and create an account with your email
  3. Once logged in, click "Upgrade to Pro" in the left sidebar
  4. Enter payment details — $20/month, cancel anytime

What you should see: Your Claude dashboard changes to show the "Claude 3.5 Sonnet" model and a "Projects" option in the left sidebar.

Troubleshooting: If Pro features don't activate immediately after payment, sign out and sign back in.