1
of 5— Create a Claude account
What you'll accomplish
By the end of this guide, you'll have Claude configured as a persistent AI assistant that already knows your company, your accounts, and your writing style. Instead of explaining your business from scratch every time, every conversation will start with Claude already understanding who you are — so you can get a bid draft or client report in 5 minutes instead of 45.
What you'll need
- A Claude account at claude.ai (free account works; Pro at $20/mo gives better results and longer context)
- 1–2 past proposals or reports from your company (to upload as examples)
- Your company name, services offered, and typical account types
- Time needed: 30–45 minutes to set up; every future task takes 5–10 minutes
- Cost: Free (limited) or $20/month for Claude Pro
How-To Guide: Set Up Your Cleaning Business AI Assistant
Step 1: Create a Claude account
Go to claude.ai and sign up with your email. You can use the free tier to start — it works for this setup.
- Go to claude.ai
- Click Sign Up
- Enter your email and create a password
- Verify your email
What you should see: Claude's main chat interface. Troubleshooting: If the site is slow, try a different browser. Claude works best in Chrome or Firefox.