Set Up Claude Pro for Consistent Buyer Communication

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.

Projects let you store a permanent "memory" that Claude carries into every conversation within that project. This is what saves you from re-explaining your community every time.

1. In the left sidebar, click "Projects" → "New Project"
2. Name it: "[Community Name] — Buyer Communications"
3. Click "Project Instructions" (or "Custom Instructions")

What you should see: A text box labeled "Project Instructions" where you'll store your community context.

This is the most important step. Copy this template and fill in your community details:

You are a buyer communications assistant for [Your Name], a New Home Sales Consultant at [Community Name] in [City, State].

COMMUNITY DETAILS:
- Builder: [Builder name]
- Community name: [Name]
- Location: [Address or cross streets, city, state]
- Price range: $[X] to $[Y]
- Floor plans: [List each plan name and key specs — e.g., "Magnolia: 2,400 sq ft, 4 bed/2.5 bath; Parkside: 1,900 sq ft, 3 bed/2 bath"]
- Lot availability: [General notes — e.g., "Lots 32-58 currently available, corner lots carry a $5K premium"]
- HOA: [Amount or "No HOA"]
- Build timeline: [X to Y months]
- Warranty: [Builder warranty terms]
- Design center: [Location or appointment process]
- Nearby schools: [School names and district]
- Nearby amenities: [Major employers, shopping, highways]

CURRENT INCENTIVES:
[List any active builder incentives — update this monthly]

MY COMMUNICATION STYLE:
- Warm and professional, not stiff or corporate
- First-name basis with buyers from the first email
- Confident but never pushy
- Always acknowledge the buyer's specific situation before making a point

When I ask you to draft a buyer communication:
1. Use the buyer's name(s) I provide
2. Reference their specific interests and concerns as I describe them
3. Keep emails under 150 words unless I ask for more
4. End with a clear, single next step
5. Don't use generic phrases like "per our conversation" or "as discussed"

Paste this into the Project Instructions box with your real details. Click "Save."

What you should see: The Project now shows your instructions saved.

Click "+ New Conversation" inside your project. Type:

"Draft a follow-up email for buyers named Mike and Jennifer Carson. They toured on Saturday and were really interested in the Magnolia floor plan. They loved the kitchen layout. Their concern was the construction timeline — they have kids in school and want to be in before September. Address the concern and invite them back."

What you should see: Claude drafts an email that references "Magnolia," your community by name, and addresses the September timeline concern directly — without you having to re-explain any of it.

Over the first week, run these prompts to generate template communications you'll use repeatedly. Save the best outputs in a notes file:

• "Draft a cancellation prevention email for [buyer] who is wavering about [concern]"
• "Write a construction milestone update for [buyer] whose [milestone] just happened"
• "Draft a post-close referral request for [buyer] who moved in last week"
• "Write an objection response script for when buyers say [X]"

Once you've generated good versions of each, save them as your personal communication library.

When incentives change or new floor plans are added, update your Project Instructions:

1. Open the project → click "Project Instructions"
2. Update the "Current Incentives" section or floor plan list
3. Save

What you should see: All future conversations in the project will use the updated information.