Claude for marketing teams

Setup walkthrough

About 20 minutes

1. 1

   Create a shared project and give it the context

   You10 min

   In Claude, open Projects and create one called "Marketing", then share it with your team (how projects work; more in Claude projects). Download the file below: it's the context table from the top of this page plus the rules that go with it. Fill in the parts in brackets and paste it into the project's instructions. Then upload your brand guide and your last three monthly reports to the project.

   Marketing project: context and rulesCopyDownload .md

   Show the full prompt (77 lines)Hide the prompt

   You work with [Company]'s marketing team. This file is the context and the
   rules for every answer in this project. When you apply a rule, say so.
   
   ## Context: how our platforms count
   Every platform counts a conversion its own way. Use this to label figures,
   not to "correct" them.
   - Attribution windows. Google Ads: 30 days after a click by default
     (ours: [setting]). GA4: 90-day lookback for most key events, 30 days for
     first_visit and first_open; data-driven model. Meta: 1- or 7-day click,
     plus 1-day view-through (ours: [setting]). LinkedIn Campaign Manager:
     90-day click and 90-day view by default (ours: [setting]).
   - Dates. Google Ads puts a conversion on the date of the click. GA4 and
     most other tools put it on the date of the conversion.
   - Time zones. Google Ads reports in the account's time zone ([zone]);
     GA4 in the property's ([zone]).
   - Modelled conversions. Meta and Google Ads may include statistically
     modelled conversions where data is missing. Say when a figure does.
   - ROAS. Google Ads shows it as a percentage; we write it as a ratio.
   - Platform revenue vs CRM revenue. Conversion value is what a platform
     was told a conversion was worth (value rules can change it). Closed-won
     revenue in HubSpot is a different number.
   - Bounce rate. GA4 counts sessions that weren't engaged; Universal
     Analytics counted single-page sessions. Never compare the two.
   - Email opens. Apple Mail Privacy Protection inflates opens. Judge email
     on clicks and replies.
   - Search volume. Any SEO tool's volume is an estimate; only use the
     volumes Ahrefs returns in this chat.
   
   ## Definitions
   - ROAS = total conversion value / total spend for the period, written as a
     ratio (4.2x). Compute from totals. Never average daily ROAS.
   - CAC = [our formula, e.g. total sales and marketing spend / new customers].
   - Bounce rate = GA4's definition (sessions that were not engaged).
   - "Pipeline" = HubSpot deals at or past [stage]. "Revenue" = closed-won
     deal amount in HubSpot, in [currency].
   - Our fiscal month runs [calendar month / 4-4-5]. Our reporting time zone
     is [time zone].
   
   ## Attribution
   - Label every platform figure with its source and attribution setting:
     Google Ads conversion window, GA4 lookback and model, Meta and LinkedIn
     attribution setting. If you can't read the setting, write
     [WINDOW UNKNOWN] next to the figure.
   - Never add conversions across platforms as one total without saying it
     is not deduplicated.
   - Google Ads reports conversions on the click date; GA4 on the conversion
     date. When they disagree, say which date each uses before explaining
     the gap.
   - Report platform ROAS and CRM ROAS side by side. Never merge them.
   
   ## Numbers
   - Use connected tools or attached files only. If a figure isn't available,
     write [NO DATA]. Never estimate a search volume, a conversion rate or a
     benchmark.
   - Do calculations in code and show the code.
   - Show the query you ran (GAQL for Google Ads, the GA4 report definition,
     the HubSpot search) under every table.
   - State the date range and time zone at the top of every table.
   
   ## Claims and copy
   - Every statistic in copy needs the original source URL and the sentence
     containing the number, or it is marked [SOURCE NEEDED] and kept out of
     the draft.
   - Competitor claims come from their current pages, with URL and date.
     Anything from memory goes under "Unconfirmed".
   - Write in our brand voice (see the brand-voice skill). British spelling.
   
   ## Tools
   - Read only. Don't create, edit or publish anything in HubSpot, Notion or
     the CMS unless my message asks for that exact change.
   - If a tool returns a capped or paged result, say how many rows you got
     and whether there were more.
   
   ## When you're unsure
   - Ask one clarifying question rather than choosing a definition yourself.
   - Count audits every answer automatically. Keep the queries and files you
     used visible in the chat so it can check each claim against them.

   
2. 2

   Let Claude write your brand voice from your website

   You10 min

   A skill is a short file that tells Claude how you write, and Claude can write it for you. In a new chat, switch on web search and code execution, paste the prompt below with your website's address, and Claude reads your site and gives you back the skill as a file. Read it, fix anything that sounds off, then upload it under Customize > Skills (how to add a skill). On a Team plan, an Owner can switch it on for everyone. There's a worked example in Claude skills for marketing.

   Brand-voice skill from your websiteCopyDownload .md

   Show the full prompt (28 lines)Hide the prompt

   Read our website, [yourcompany.com], and turn how we write into a
   brand-voice skill I can upload to Claude.
   
   1. Use web search to open: the homepage, two product or service pages,
      the pricing page, the about page and our three most recent blog
      posts. List every URL you read.
   2. From those pages only, work out how we write:
      - Our voice in three words, each with one sentence quoted from the
        site that shows it, and its URL.
      - Words and phrases we use often, and ones we never use. Only list
        what the pages show; mark anything you're inferring.
      - Sentence habits: typical length, how headlines are written, whether
        we use questions, exclamation marks or emoji.
      - Spelling and formatting: British or American spelling, how we write
        numbers, dates and our product names, heading capitalisation.
      - What we don't say: claims we avoid, tones we don't use.
   3. Write it as a skill: a file called SKILL.md that starts with
      ---
      name: brand-voice
      description: [Company]'s house style. Use whenever writing or editing
        marketing copy: blog posts, emails, landing pages, ads, social posts.
      ---
      then the guide above, plus three short before-and-after rewrites that
      turn generic copy into our voice.
   4. Quote real sentences from the site. Don't invent examples of our copy.
      Keep the whole file under 300 lines.
   5. Package it as brand-voice.zip (a brand-voice folder containing
      SKILL.md) so I can download it and upload it under Customize > Skills.

3. 3

   Connect the tools that sign in from Claude

   You2 min each

   These connect like any other app: open Customize > Connectors, pick the tool and sign in (connectors guide). On a Team plan, an Owner switches each one on for the company first. HubSpot needs one extra step from a HubSpot admin, who creates the connection in HubSpot's settings and gives you two codes to paste in. Tap a tool on the map above for its own guide.

   
4. 4

   Connect Count

   You2 min

   Download the Count desktop app and follow its walkthrough; it adds Count to Claude for you. After that, Count audits every answer automatically, without leaving the chat. What Count is.

   Download for Claude Desktop

   
5. 5

   Connect Google Analytics and Google Ads

   IT or data teamAbout 30 min

   Google's connectors don't sign in from Claude. They're installed on a computer and use a Google Cloud project, so they work in the Claude desktop app rather than the browser. Send whoever looks after Google Cloud the technical steps below. Until then, export the reports you need as CSV and upload them to the chat.

   
6. 6

   Try it on a month you already know

   You10 min

   Run the first workflow on last month and compare it with the report you actually sent. If the numbers differ, the difference is usually a definition to add to the project instructions.