Four things worth knowing

You don't need to understand Claude deeply to get great results from MDM. But knowing these four things will make everything click faster.

Skills

Skills are specialized instruction files you install into your Claude account. Once installed, they're available in every conversation. Claude reads what you're working on and applies the right skill automatically. You've already got 20 of them with MDM.

Where to find them: claude.ai → Customize → Skills

Projects

A Project is an enclosed bubble. Context inside a Project stays inside that Project — it can't see conversations or files from other Projects or from your general Claude account. Think of each one as a separate working environment with its own memory.

Where to find them: claude.ai → Projects in the left sidebar

Project Instructions

Inside each Project, you can add instructions that load automatically in every conversation. This is where you'd paste extra context about a specific client, campaign, or project that Claude should always know about.

Where to find them: Inside any Project → the settings icon → Project Instructions

Connectors

Connectors link Claude to external tools like Gmail and Google Calendar. With Connectors enabled, Claude can read your emails, check your calendar, and help you manage real information from your actual accounts.

Where to find them: claude.ai → Customize → Connectors

How to structure your Claude account for MDM

Here's the setup that makes MDM work the way it's designed to.

1

Install your MDM Skills

All 20 skills install in your main Claude account, not inside a specific Project. That means they're available everywhere. Install them all at once or add them as you need them.

Go to Claude Skills page
2

Build and install your Business Blueprint Skill

This is the skill that makes Claude know your business. Run the MDM Blueprint Builder GPT first to generate your Blueprint document, then bring it into Claude to create the skill. Once it's installed, Claude knows your offers, your buyer, your voice, and your brand in every conversation.

Full Setup instructions
3

Understand how Projects work — then set yours up

Projects are enclosed bubbles. Nothing inside one Project can see or reference anything in another Project or in your general Claude account. They don't talk to each other. That's intentional — it keeps your contexts clean and separate.

Here's how to think about setting yours up:

  • One Project for your own business marketing. All your content, copy, launch planning, and strategy work lives here. Your Business Blueprint skill is active, so Claude already knows your brand. Use it for everything related to your own offers and audience.
  • One Project per client (if you do B2B or client work). Each client's Project has their own brief, brand voice, and deliverables in the instructions. Claude inside that Project only knows about that client — which is exactly what you want.
  • One Project for personal goals or life admin. Completely separate from business. Great for trip planning, personal projects, health goals — anything you don't want mixing into your professional work.
  • One Project per major launch (optional). If you're running a complex launch, a dedicated Project lets you load the full brief, offer details, and audience research into the instructions so every session is fully briefed from the start.
Important: Projects can't see outside themselves. If you've loaded something into your main business Project, a client Project has no idea it exists. Each Project is its own world.
4

Use Project Instructions for context, and name skills when you need precision

Project Instructions load automatically in every conversation inside that Project. Use them to add context that's always relevant — your current launch brief, a client's brand voice, the offer you're actively selling, or anything Claude should know for this specific body of work.

Good things to add to Project Instructions:

  • Your current launch or campaign details
  • The offer you're actively selling and its key messaging
  • A client brief (name, brand voice, what you're delivering)
  • Anything Claude should always know for this body of work

About calling skills inside a Project: your MDM Skills are available everywhere, including inside Projects. Claude usually picks the right one based on what you're asking. But sometimes it helps to be direct. If you're getting a generic response, try naming the skill explicitly:

  • "Using your Objection Neutralizer skill, help me handle the 'too expensive' objection for my coaching program."
  • "Use your Emotion Activator skill on this offer description."
  • "Run your Copy Auditor on this email before I send it."
  • "Using your Social Content skill, write me three Reel hooks from this idea."

Naming the skill directly gives Claude a precise brief — like handing a task to a specific team member rather than dropping it in a general inbox.

5

Connect Gmail and Google Calendar (optional but powerful)

With Connectors enabled, Claude can read your actual emails and calendar. That means it can help you draft replies, clear your inbox, prep for calls, and plan your week based on what's actually there rather than what you describe.

  1. Go to claude.ai → Customize → Connectors
  2. Connect Gmail and/or Google Calendar
  3. From that point on, just ask Claude about your inbox or schedule and it'll have real access

Getting better results from Claude

Be specific about what you're working on

The MDM Skills trigger on intent. The more context you give about what you're actually trying to do, the more precisely the right skill fires and the better the output. "Help me with my offer" is fine. "I'm building a presale for my 6-week group coaching program at $997, targeting service providers who want consistent clients" is better.

Work inside your Project for business tasks

Skills are available everywhere, but your Business Blueprint context is always richest inside a Project where it's consistently loaded. Get into the habit of opening your business Project first whenever you're doing anything MDM-related.

Update your Blueprint as your business evolves

When your offers change, when you launch something new, or when your positioning shifts, run the Blueprint Builder again or just tell Claude what changed and ask it to update your Business Blueprint skill. Keeping it current keeps your outputs current.