You're Using 10% of Claude. This Only Takes 13 Minutes To Learn

You pay for claude every month and there's a good chance you've never opened the one menu that decides what it's actually worth to you. [music] I'm not even going to estimate what you're missing. I will open this menu and count it with you. Listen, Claude can hold who you are so it stops meeting you as a stranger every morning. It can carry what it learns about your business from one conversation into the next. [music] It can keep a sealed room for every client you serve. It can read your inbox, your calendar, your drive, and then act inside them. It can deliver the finished spreadsheet, not a description of one. It can write in your voice instead of a voice of a press release. And it can work through your files on Monday morning while you sleep. There are seven capabilities sitting in one menu, plus the one that you already use. So, you're using one of eight. [music] And this is only the setup menu. There is a second set of controls inside the chat that I'm not even touching today because that's a video in and of itself. >> [music] >> So, by the way, make sure you're subscribed so you don't miss that one. But, as you can see, when I say you're running at 10% of what you pay for, please understand that I'm being generous. This is not a skill problem, and it isn't your fault either. But nobody handed you the manual. You don't need a more powerful tool. You just need to set up the one that you already pay for. And that's what we're going to do in this video. Look, I have taught this to more than half a million people and I have watched the same pattern for 2 [music] years. capable professionals, paying customers using the most powerful tool they own, like a faster search engine. So, in the next 11 minutes or so, I will take you through all seven in the order that I would actually activate them in. And trust me when I say this, the last one changed how I run my entire week, and I'm going to show you how to do it live. Don't worry, I'm not going to talk about terminals or code. There is no development need. It's pretty beginner friendly. But before we open anything, there's one honest question that I need to ask you. The kind you only answer to yourself. [music] Have you assumed you're probably using this well enough? Because most people have, and it's a fair assumption. It's also measurably wrong. Last month, an AI training company called Section studied over 5,000 knowledge workers across the US. What makes it worth your attention is the method, because they didn't ask people how good they were. They actually tested them [music] on what they know, what they use, and what they can actually build. What do you think came out of that? 5 and a half% came out proficient. 73 12% were what they call experimenters, meaning fluent enough to use AI every day, but only for one-off tasks. Nothing repeatable, nothing that runs without them. And then another 21% [music] barely engage at all. 94% of professionals have never built a single thing with AI that runs without them. And the most common use of all, 61% in their words said, essentially looking things up. You're paying $20 a month for a search engine. Now, if that sounds like a survey company being harsh, listen to what Anthropic said about their own users. They studied a million conversations and compared the newest users to people who'd been at it for a year. The tasks most distinctive to beginners in their own words are writing haikus, checking sports scores, and suggesting food for a party. That is the company that builds Claude, describing what most people do with it. [music] The experience group had a 10% higher success rate. Same model, same subscription, same money they pay. The clearest thing separating them from everyone else, they had set the tour up. This gap has nothing to do with intelligence or age or being technical. The gap is onboarding. So here's what I think is important. You don't use clot. You move into it. So please think about the last person that you brought into your business. You didn't sit them at a desk in silence and then resent them for not knowing your biggest client. You told them who you were. You showed them where things lived. And once they'd earned it, you let them work without you watching. That's onboarding, the most ordinary thing in business. And it's the one thing almost nobody does with AI. Claude is the only hire you've ever made that arrived with no onboarding at all. And you've been judging it for that ever since. I call it the onboarding app. It closes in three moves in this [music] order, and I insist on it because the order matters. So, here's the map before we walk it. Move one or block one, you need to give it a memory. Three settings about 6 minutes. And then Claude stops meeting you as a stranger every morning. Block number two, you need to give it your work. Three more and it stops guessing what your business is because it can finally see it. [music] Block three, you let it work without you. That last one is where it stops being just the chat you search in and you can consider it your operating system. So we'll walk through the seven settings in three moves sitting in one single menu. So block number one, let's give it a memory. And we start with instructions for Claude. And I want to begin here because minute for minute, nothing else in this video pays you back like this. [music] So open your profile in the bottom left corner and go to settings. Near the top, you will find a field called instructions for Claude. Most people never see it, so it sits empty and Claude opens every conversation guessing who it is speaking to. [music] Take 60 seconds to close that for good. So, write to it the way that you would brief a capable new hire on day one. What you do, who you serve, how you want to be spoken to, and be direct here. You can specify things like, "Get to the point, challenge me, tell me when I'm wrong." The language you use, and the language you avoid are important to mention. Now, there's one discipline, and I think it's really important. You want to keep this general. This is what stays true across everything you do. the specifics, a particular client, a project, the rules for one job, those belong somewhere else. And that's the very next setting. So don't crowd them in here. Whatever you write here, Claude carries into every conversation from now on. You said it once and it will hold it indefinitely. [music] Regardless of the question or the model, you will get a completely different answer just by doing this one thing. Because now the tool finally knows who it's working for. Nothing else will cost you one minute and pay you back on every conversation for the rest of the year. Now, number two, we talk about memory. The second setting is the one that most [clears throat] people confuse with the first. So, let me make that line clear. Instructions is what you tell Claude about yourself. Memory is what Claude learns on its own and keeps. In the same settings menu, open capabilities and then memory. You will see two switches. Turn both of them on. The first one will let Claude look back across your past conversations. The second one lets it carry what matters forward. With both of them on, the client you explained on Tuesday is still understood on Friday. The way your business actually runs your pricing and your constraints and the detail you're tired of repeating will stay known. And you remain in control of it because you can open this panel anytime and read and plain language exactly what it holds about you. And then anything you'd rather it didn't keep, you can just delete. Nothing is hidden. Nothing happens behind you. This is the difference between an assistant and a stranger who is very good at pretending. Number three, we need to talk about projects. Remember the specifics I told you to keep out of the first field. This is where they belong. And this one is free. Worth saying because most people assume it sits behind a payw wall. It doesn't. Even a free account has it. They [music] get five. In the left sidebar, open project and create a new one. [music] Name it. You've basically just built a room. A room for each client, a room for each part of your business. Each one holds its own memory, its own documents, its own rules, sealed off from the rest. So, into your best client's room, you put their pricing, your proposal template, the last few things you sent them, and then you close the door. And now, every conversation you begin inside that room starts already knowing all of it, and you don't have to brief it twice. How exciting is that? Like I said, you get five rooms for free. If you're on a paid plan, you can create however many you want in the sidebar sitting there the entire time. And most people have never built one. Don't be those people. So, block one was the one where you told Claude who you are. Block two gives it access to your work. So, let's talk about connectors. Okay. Until now, everything Claude knows, you've typed to it. This will change that because we will let Claude go and see for itself. So, if you go to settings, open capabilities, and then connectors. And there you'll find a catalog. You'll see Gmail and Google Drive and Google Calendar and Notion and Slack and 50 more. Connect the one you live in. Approve it once and you're done. [music] And here's what that buys you. If you say, "Review the last month of email with this client and tell me what I've promised them that I haven't delivered." That is not a chat prompt. [music] That is a task that you would hand to an employee. And Claude doesn't stop at reading. He's connected and he can also draft the reply, file the document, place the meeting on your calendar. It stops discussing your work and it is actually doing it. Now, let's talk about skills. I know the name can be confusing, so set it to the side. A skill is nothing more than a job description that Claude reads before it starts working. Same place, capabilities, then skills. [music] There are several already built, Excel, PowerPoint, PDF. You can turn on the ones you need and you can also create new ones, [music] custom ones on your own. And the difference is not small. With the Excel skill on, you ask for a spreadsheet and you receive an actual spreadsheet with working formulas and tabs and formatting, a file you can actually send, not a description of the work, the work itself. That is the line between an answer and a deliverable. And it's a one switch that you had to turn [music] on. Now, let's talk about block three. Everything so far makes Claude better when you ask, but this last move means you stop having to ask. So, let's talk about co-work and how you set up almost everything through [music] schedule tasks. This is the one that I promised you at the start and it is less a setting than a door most people don't know exists. In co-work, instead of talking to Claude in a window, you point it at a real folder on your computer, your actual files, and it works on them [music] directly. You choose the folder, you give it the job, useful enough on its own, but then when you add scheduled tasks, it becomes even more impressive. Why do I say that is because [music] you put it in once, you schedule it, and then you step away. And every Monday at 7 before you're awake, Claude works through everything, your numbers, your business updates, your emails, and it prepares an update for you. You don't have to ask for it. That's the whole difference between the person who uses Claude and the person who has moved into it [music] and almost no one is here. In that same study, only 16% had ever used a tool that runs on its own. And actually, Microsoft asked 20,000 people and found the same. Roughly one in five at the very most, which tells you it isn't hard. [music] It's just unclaimed. In the beginning, I told you that you were using 10% of clot. [music] And then I opened the menu and we counted seven settings behind the screen that you'd probably never opened plus the one that you already use. And you now know all seven. And remember that was only the setup menu. There's a second set of controls inside the chat itself. And like I said, that will be the next video. So make sure you're [music] subscribed. But here's what I want you to leave with because it was never really about the menu. The people who are going to take advantage of this are not smarter than you. They're not younger than you. They're not more technical than you. They just onboarded their AI and you had it. [music] That's the entire gap. And it costs less than an hour to close. So do one single thing [music] tonight. Not seven settings, just one. Okay? Pick whichever you feel most comfortable or confident going [music] after. Turning these on is the easy half. The harder half is that most people learn CLA in an order that wastes their first month at least. So, if you want to know how to learn it the proper way, make sure you go watch this video next. [music] Thank you so so much for watching. Like this video if you did. Be sure to subscribe if you haven't done so. Share it with anyone in your circle of friends or family or co-workers who you think needs to know how to properly set up Claude. And if you want to learn more than this, we have an entire Claude Academy [music] in our founders community. You're going to find the link here as well as in the description down below. So, I'm looking forward to seeing you there as well. Until next time. Bye.