Spire Hospitality · Internal
Claude Chat
Self-Paced Training
19 Skills · 5 Competency Areas · For Pilot Users
Reading only: 45–60 min · With Try It Now prompts: 90 min · See Slide 2 for how to pace yourself
Before You Begin
How This Deck Works
Each skill slide follows the same three-part format. Here's how to get the most out of every slide — and what to do when you see a Try It Now prompt.
✓
Best Practice
This is what good looks like. Read it and ask yourself: is this how I currently use Claude?
!
Common Pitfall
This is what goes wrong. Read it and ask yourself: have I done this — or seen someone else do it?
⚡ Try It Now
This is your action step. Copy the prompt, paste it into Claude Chat, and read the response. Two slides require you to bring your own writing or document — those will say so clearly.

💡 Some slides also include a hint explaining how to use a specific Claude feature — look for the 💡 icon.
Step-by-Step · Try It Now
01 · Open claude.ai in a new browser tab
02 · Start a new chat
03 · Copy the Try It Now prompt from this slide
04 · Paste it into Claude and hit enter
05 · Read What to look for to evaluate the output
06 · Move to the next slide
⏱ Estimated Time
Self-paced: 45–60 min · With Try It Nows: 90 min · Skills Self-Check: +15–20 min

On your first pass, focus on reading and understanding. Come back to the Try It Now prompts over the following week as relevant tasks come up in your work.
What You Will Learn
Learning Objectives
By the end of this training, you will be able to do the following — confidently and without looking them up.
01 · Judgment & Accuracy
Evaluate and verify Claude's output
Evaluate Claude's output critically, identify what's missing or incorrect, and apply your own professional judgment before acting on any response.
02 · Responsible & Secure Use
Use Claude safely and appropriately
Recognize what information should never enter a Claude prompt, apply Spire's Code of Conduct to your daily AI use, and know where to go when you're unsure.
03 · Prompting Fundamentals
Write prompts that produce results
Write clear, specific, well-framed prompts that produce useful output on the first try — and redirect Claude precisely when it misses the mark.
04 · Working with Content & Files
Use Claude as your analyst and editor
Upload documents, extract key information, draft and revise content, and use Claude as a high-speed analyst across any type of work material.
05 · Features & Settings
Configure Claude to work the way you do
Use Web Search effectively to access current information, organize ongoing work into Projects, set preferences that persist across sessions, and manage what Claude retains about you.
The Bigger Picture
Why This Matters
We didn't invest in Claude because it's trending. We invested because our owners, operators, and teams deserve a Spire that is always operating at its best — and this is how we get there.
01 · Time Back
Reclaim your most valuable resource
Every hour Claude saves on drafting, analysis, and research is an hour you can invest in relationships, judgment, and the work that actually requires you.
02 · Better Work
Raise the standard of every deliverable
Teams that use AI well don't just work faster — they produce more consistent, more polished, more defensible work. That's what our owners and partners expect from Spire.
03 · Future Ready
Build the capability that compounds
The companies building AI fluency into their teams today will operate at a different level in three years. This program is Spire's commitment to being one of them.
The standard we hold ourselves to at Spire doesn't change because we're using AI. It gets higher. These 19 skills are how we make sure it does.
01
Section One
Judgment
& Accuracy
Master these first. They protect you, your colleagues, and our clients.

These four skills are the foundation everything else is built on. Without them, even the best prompt produces risk.
Judgment & Accuracy · Skill 01
Verify Before Use
Always review Claude's output before acting on it. Claude is powerful — but it is not infallible. Apply the same critical eye you would to any professional deliverable.
The Principle
Claude produces first drafts. You provide final judgment.
✓
Best Practice
Best practice is to review Claude's output before sharing it — scan key metrics, confirm any figures against internal data, and note where Claude flagged uncertainty. It takes minutes and ensures everything that goes out is accurate.
!
Common Pitfall
A common pitfall is distributing Claude-generated content without review. A performance summary may look polished but contain figures that don't match actual financials — a discrepancy that surfaces at the worst possible moment.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
I'm going to give you a fictional hotel scenario and I want you to draft a one-paragraph ownership update based on it. Here's the scenario: A 200-room full-service hotel in Atlanta had Q3 occupancy of 76%, ADR of $195, and RevPAR of $148 — all slightly below budget due to a large group cancellation. After the draft, flag any figures or claims I should verify before sending this to an ownership group.
What to look for: Claude should produce a clean ownership update and then proactively flag which figures or claims need verification. If it doesn't, ask: "Which parts of this should I verify before sending to ownership?"
Judgment & Accuracy · Skill 02
Know the Limits
Claude excels at synthesis, drafting, and analysis. But certain decisions require human accountability, institutional knowledge, and relationship context that no AI can replicate.
The Principle
Use Claude to sharpen your thinking. Own the outcome yourself.
✓
Best Practice
Best practice is to use Claude to prepare and pressure-test thinking before a decision — walking through tradeoffs, challenging assumptions, and stress-testing logic. The analysis sharpens the position; the judgment and accountability stay with you.
!
Common Pitfall
A common pitfall is presenting Claude-generated analysis to leadership as a finished position. Strategic nuances, ownership relationships, and competitive intelligence Claude cannot access may be missing from the view.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Spire is choosing between two growth strategies — expanding into full-service urban hotels or scaling a select-service suburban portfolio. Walk me through the financial and operational tradeoffs of each — then list the factors that require our leadership team's institutional knowledge, market relationships, and strategic vision that Claude cannot replicate.
What to look for: Claude should give you a structured analysis — and then clearly identify where its knowledge ends. Ask: "What would you need to know about our team and market relationships to make this more complete?" — notice what it can't answer.
Judgment & Accuracy · Skill 03
Mind the Cutoff
Web search is on — but not every response draws equally from current sources. Claude uses a mix of live search results and its training knowledge. The skill is knowing to ask for citations and check them before anything time-sensitive reaches a deliverable.
The Principle
Web search is on. For anything time-sensitive, ask for sources and verify before it counts.
✓
Best Practice
Best practice is to ask Claude to cite sources and include publication dates for any time-sensitive research — then verify the most critical figures before they go into a formal document.
!
Common Pitfall
A common pitfall is trusting a current-sounding summary without checking its sources. A key claim may have been drawn from an outdated article — a gap that only surfaces during ownership review.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Our team is researching the hotel market in Charlotte, NC for a potential acquisition. Summarize the key demand drivers that typically impact hotel performance in that market — then add a section called 'Verify Before Use' flagging anything that may have changed recently and should be confirmed against a current source before including it in an investment memo.
What to look for: Claude should cite specific sources with dates and flag anything time-sensitive. If it doesn't, ask: "What is the source and publication date for each major claim? Which should I verify before including in an investment memo?"
Judgment & Accuracy · Skill 04
Catch the Misses
Claude occasionally misreads a request or emphasizes the wrong priority. This is normal and easily corrected. The skill is recognizing it and redirecting with precision.
The Principle
Confident prose is not a guarantee of accuracy. Read critically, redirect freely.
✓
Best Practice
Best practice is to review Claude's output not just for what's there, but for what's missing. Ask Claude to flag gaps, then redirect before anything goes to a client or stakeholder.
!
Common Pitfall
A common pitfall is sending a Claude-generated summary to a client unreviewed. A well-written recap can omit a critical term — like an attrition clause — that becomes a dispute months later.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Build me a group contract review checklist I can use before sending any client recap. Cover the five most critical terms, what each one means in plain language, and what to do if any term is missing from Claude's summary.
What to look for: Claude should produce a practical, actionable checklist — not a generic one. If the terms aren't in plain language, ask: "Explain each term as if the client has never signed a hotel group contract before."
02
Section Two
Responsible
& Secure Use
Now that you know how to evaluate Claude's output, here's how to use it within the boundaries that protect everyone.

Non-negotiable — these apply to every interaction, every time.
Responsible & Secure Use · Skill 05
Protect Data
Claude prompts are not the place for sensitive information. Client data, team member records, financial credentials, and anything marked confidential should stay out of your inputs.
The Principle
If you wouldn't post it on a shared drive, it doesn't belong in a prompt.
✓
Best Practice
Best practice is to describe the situation in general terms rather than sharing real compensation data, credentials, or sensitive details. Claude can work through the analysis without needing the actual figures.
!
Common Pitfall
A common pitfall is sharing specific compensation data — individual salaries, bonuses, commission structures — to get a more tailored answer. The same result is achievable without putting sensitive information into Claude.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Our home office team is hiring a Director of Sales for a full-service hotel portfolio in the Southeast. Give me a compensation benchmarking framework I can use to set a competitive salary range — covering market factors, role scope, and experience level. No actual salary figures needed from me.
What to look for: If you feel tempted to share real figures to get a better answer — that's exactly the moment to stop and use placeholders instead. Claude should give you a solid benchmarking framework without needing any sensitive compensation data.
Responsible & Secure Use · Skill 06
Follow the Code of Conduct
Apply Claude to legitimate business purposes. Disclose AI assistance when the context requires it, and hold AI-generated work to the same professional standards as anything else you put your name on.
The Principle
AI assistance is a professional tool, not a shortcut to obscure. Use it openly.
✓
Best Practice
Best practice is to use Claude to accelerate preparation — building summaries, anticipating questions, drafting talking points — then confirm every figure independently before the meeting. Claude speeds up the work. Accountability stays with you.
!
Common Pitfall
A common pitfall is forwarding a Claude-generated summary to leadership as finished work without verifying the figures. Errors that would have been caught in review surface in the room instead.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Our home office team is three weeks into a Claude pilot program. Draft a short internal memo reminding the team that any work product prepared with AI assistance should be reviewed before distribution and disclosed where appropriate. Keep the tone clear, professional, and encouraging — frame AI as a tool that makes us better, not a risk to manage.
What to look for: Claude should produce something that reads like genuine leadership communication — warm, direct, and action-oriented. If it comes back stiff or alarmist, redirect: "Rewrite this so it encourages the team rather than warns them."
Responsible & Secure Use · Skill 07
Know Where to Get Help
Questions about what's permitted don't require guesswork. Resources exist — and using them is the mark of a careful, professional user.
Where to Turn
support.claude.com · Your manager or the Owner Services team
✓
Best Practice
Best practice is to pause before uploading any document and ask: would I be comfortable if this data left our system entirely? If not, describe the situation in general terms — the same result is achievable without the risk.
!
Common Pitfall
A common pitfall is assuming a file is safe to upload without checking whether it should leave its source system. Data can move beyond its intended boundary without any indication something went wrong.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: A hospitality management company has just launched a Claude pilot program for their home office team. The team works across operations, finance, HR, and owner relations. What are the top 5 data privacy and appropriate use mistakes this type of team is most likely to make when using Claude for the first time? Give me a practical list with a one-line explanation for each.
What to look for: Claude should give you a practical, jargon-free list. If any item feels too generic, ask: "Reframe this with a hotel operations or home office example" — and notice how much more relevant it becomes.
03
Section Three
Prompting
Fundamentals
You know how to judge Claude's output and use it responsibly. Now let's focus on what goes in.

The quality of your prompt determines the quality of everything that follows.
Prompting Fundamentals · Skill 08
Clear Instructions
Precision in your prompt drives precision in the response. Vague inputs produce generic outputs. Specific, well-framed requests produce work you can actually use.
The Principle
Think of Claude as a capable new team member. Give it the context it needs to succeed.
✓
Best Practice
Best practice is to be specific — for example: Write a three-paragraph executive summary of this report for a non-technical audience. Emphasize key findings and recommended next steps.
!
Common Pitfall
A common pitfall is being too vague. "Summarize this." gives Claude no direction, and the result will likely miss what mattered most.
⚡ Try It Now · Two rounds
Step 1: Copy Prompt 1  ·  Step 2: Paste into Claude Chat  ·  Step 3: Start a new chat and try Prompt 2  ·  Step 4: Compare the two outputs
Prompt 1 — Specific
Here is a fictional hotel performance update: Occupancy for Q3 came in at 74%, two points below budget, driven by a softer-than-expected corporate segment in July. ADR held at $198, and forward bookings for Q4 are tracking 9% ahead of last year. One property in the Southeast requires immediate attention — staffing gaps are affecting service scores. Write a two-paragraph summary for a non-technical ownership audience. Lead with the most important finding and close with one recommended action.
Prompt 2 — Vague
Summarize this.
What to look for: The two outputs should feel noticeably different. The specific prompt produces a focused, audience-appropriate summary with a clear action. The vague one produces something generic with no clear purpose. That gap is the skill — and it applies to every prompt you write.
Prompting Fundamentals · Skill 09
Show, Don't Just Tell
If you have a specific format or voice in mind, show Claude an example. A concrete model produces far more accurate results than a description alone.
The Principle
One well-chosen example outperforms a paragraph of adjectives.
✓
Best Practice
Best practice is to paste a real example of your own writing before asking Claude to match it — an email, a memo, a summary. Claude matches tone, length, and structure far more accurately when it has something concrete to work from.
!
Common Pitfall
A common pitfall is asking Claude to 'write in our company style' without providing an example. The result will be professional but generic — it won't sound like the team, and the whole thing will need to be rewritten.
⚡ Try It Now
Step 1: Find a recent email, memo, or summary you wrote  ·  Step 2: Paste it into a new Claude chat  ·  Step 3: Add the prompt below on a new line  ·  Step 4: Read what to look for
Start a new Claude chat. Paste a piece of your own writing first — a recent email, memo, or summary works well. Then add this prompt on a new line:
Write something new in the exact same voice, tone, and length as the example above.
What to look for: Claude should closely mirror your structure, sentence length, and tone. If it drifts, say "You're being too formal" or "Make it shorter" — Claude adjusts in real time.
💡 How to paste your writing: Copy any text from your email, Word document, or other source and paste it directly into the Claude prompt bar. Claude will read everything you provide and work from it immediately.
Prompting Fundamentals · Skill 10
Think It Through
For complex analysis, prompt Claude to reason step by step. The process surfaces logic gaps and produces more reliable, defensible answers.
The Principle
Ask for the thinking, not just the conclusion.
✓
Best Practice
Best practice is to ask Claude to walk through its reasoning step by step before giving a recommendation — covering payback period, risk factors, and key assumptions. Seeing the logic makes it easy to spot and correct a shaky assumption before it reaches a decision-maker.
!
Common Pitfall
A common pitfall is asking Claude which option to recommend and taking the answer at face value. When leadership pushes back, the reasoning behind the recommendation may not hold up under scrutiny.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Our home office team needs to choose between two vendors for a new hotel reporting tool. Vendor A costs $2,400/year, integrates with our current PMS, but has limited customer support. Vendor B costs $3,800/year, requires a new PMS integration, but includes 24/7 support and a dedicated account manager. Walk me through the tradeoffs before giving me a view — don't skip to a recommendation.
What to look for: Claude should structure its reasoning clearly on both sides before drawing a conclusion. If it jumps straight to a recommendation, redirect: "Walk me through your reasoning before giving a view."
Prompting Fundamentals · Skill 11
Set the Frame
Specifying audience, tone, length, and format upfront eliminates unnecessary back-and-forth. It ensures Claude's output fits its intended purpose from the start.
The Principle
Format + tone + audience + length = output that works on the first try.
✓
Best Practice
Best practice is to set four parameters upfront before asking Claude to draft any communication: audience, tone, length, and what the last line should accomplish. Claude hits all four on the first try.
!
Common Pitfall
A common pitfall is giving Claude an open-ended request like 'write something for the owner.' The result may be well-structured but wrong in tone, twice as long as needed, and missing a clear call to action.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: You just finished a quarterly review call with a hotel owner. Occupancy came in at 71% against a 76% budget, but forward bookings for Q4 are tracking 8% ahead of the same period last year. Write a three-sentence follow-up email. Audience: a long-term owner who values directness. Tone: confident and forward-looking. End with one clear next step.
What to look for: Claude should structure the email exactly as specified. If any parameter is off — tone, length, or closing — give one specific redirect and see how precisely it adjusts. That precision is the skill.
04
Section Four
Working with
Content & Files
Strong prompts get strong responses. Now let's put those skills to work on real content.

Documents, data, and deliverables that are already sitting in your inbox — Claude can handle them faster than you think.
Content & Files · Skill 12
Bring Your Own Material
Claude can work directly from your files. Upload a document, spreadsheet, PDF, or image and direct Claude to analyze, summarize, or extract from it — no manual copying required.
The Principle
Upload the file. Let Claude do the reading.
✓
Best Practice
Best practice is to upload the document and ask Claude targeted questions rather than reading it manually. For a 40-page vendor agreement, asking Claude to surface termination rights, fee structure, and auto-renewal terms takes seconds instead of hours.
!
Common Pitfall
A common pitfall is manually reviewing a long document when Claude could do it faster and more thoroughly. Spending 90 minutes reading a contract only to flag the wrong clause — and miss the auto-renewal term Claude would have caught immediately.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: You just received a vendor software agreement for a hotel management tool and have 60 minutes before a contract review call. Give me five specific questions I can paste directly into Claude when I upload this agreement — designed to surface the most critical provisions a home office professional needs to know before any vendor contract discussion.
What to look for: Claude should give you five sharp, specific questions — not generic ones. Save the final list as a reusable template for any vendor agreement review.
💡 How to upload a document: Click the paperclip icon in the Claude prompt bar and select your file — PDF, Word, or Excel. Claude will read the entire document so you can ask targeted questions without reading it yourself.
Content & Files · Skill 13
Use Artifacts
When Claude builds something substantial, it opens in a dedicated side panel called an Artifact. You can edit it in place, iterate with plain instructions, and download it when it's ready — no copying back and forth.
The Principle
Don't copy, paste, and start over — build it in the panel and refine it there.
✓
Best Practice
Best practice is to work directly in the Artifact panel — refining the document in place with plain-language instructions rather than starting over. Once it's right, download it and reuse it as a template.
!
Common Pitfall
A common pitfall is treating every revision as a new request — re-pasting the full document into the chat each time. This loses the running version and produces multiple slightly different copies with no clear final.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Create a one-page owner-update template I can reuse — sections for performance highlights, variance to budget, forward outlook, and one action item. Put it in an Artifact so I can edit it.
Step 4: Once the Artifact opens, send follow-up instructions like "add a short executive summary at the top" and watch the panel update in place.
What to look for: The document should open in the side panel and update in place as you give instructions — not regenerate from scratch in the chat each time. If it doesn't open as an Artifact, add: "Put this in an Artifact so I can edit it."
💡 How to use Artifacts: When Claude creates something substantial, it appears in a panel to the right of the chat. Edit it by giving new instructions, or use the version selector at the bottom-left to move between versions.
Content & Files · Skill 14
Draft, Edit, Revise
Claude can originate a draft, transform existing content, or adjust tone and length on command. All through plain-language direction — no technical skill required.
The Principle
Your first prompt opens a conversation. Keep going until it's right.
✓
Best Practice
Best practice is to redirect Claude with a single specific instruction when output doesn't quite land — 'cut the background and lead with the action items' — rather than manually rewriting. One clear redirect gets there faster than starting over.
!
Common Pitfall
A common pitfall is manually rewriting a Claude draft when the tone or structure is off. A single specific instruction — 'make this shorter and lead with the action' — would have gotten Claude there in seconds.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Draft a performance update memo for a home office team covering three key points: Q3 occupancy came in at 73% against a 77% budget, two markets are showing strong Q4 pickup, and one property needs an urgent staffing review. Write the first version as a formal memo. Then rewrite it as a brief, direct internal update for a team that already has the context. Present both versions side by side.
What to look for: The two versions should feel immediately and noticeably different. If they don't, redirect: "Make the internal version even more direct — bullet points only, no preamble."
Content & Files · Skill 15
Analyze and Extract
Claude can process large volumes of content and surface what matters. For time-pressed professionals, this may be Claude's single highest-value capability.
The Principle
If you're reading to find something, Claude can likely find it faster.
✓
Best Practice
Best practice is to upload multiple documents at once and ask Claude to extract themes and flag contradictions across all of them. Synthesis that would take half a day manually takes minutes — leaving more time to pressure-test the findings before the meeting.
!
Common Pitfall
A common pitfall is reading through multiple reports manually looking for common themes — spending half a day on synthesis that Claude could complete in minutes, and arriving at the session with observations but no clear recommendation.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is fictional performance data from four hotel markets: Nashville — occupancy 79%, ADR $195, strong group demand, minimal new supply. Atlanta — occupancy 73%, ADR $182, slow corporate recovery, two new hotels opening Q2. Dallas — occupancy 82%, ADR $201, strong corporate demand, significant new supply pipeline. Denver — occupancy 68%, ADR $188, strong leisure but lagging corporate, soft Q4 outlook. Extract the three most consistent themes across all four markets, rank them by significance, and flag any market that runs counter to the overall trend.
What to look for: Claude should produce a structured, synthesized analysis — not four separate market summaries. If it defaults to summarizing each market individually, redirect: "Don't summarize each market separately — identify themes that cut across all four."
05
Section Five
Features
& Settings
You've mastered the core skills. These final four features are what separate a good Claude user from a great one.

Web search is already on for your Spire account. The remaining three — Projects, Preferences, and Memory — take five minutes to set up. Most people never bother. You will.
Features & Settings · Skill 16
Web Search
Web search is enabled for all Spire accounts — Claude pulls from current online sources automatically. The skill now is directing it well: asking for citations, knowing how to push for fresher data, and verifying what matters before it reaches a deliverable.
The Principle
Web search is on. Ask for citations. Verify before it counts.
✓
Best Practice
Best practice is to ask Claude to cite sources and include publication dates when pulling current market data. Scanning the citations before the briefing — checking outlet credibility and recency — takes two minutes and protects the quality of what goes to the team.
!
Common Pitfall
A common pitfall is trusting a well-cited response without checking the sources. A citation from a 14-month-old trade publication can contradict more recent data — and that discrepancy is most likely to surface during a leadership presentation.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Here is a fictional scenario: Our team is preparing a briefing on current US hotel market conditions for an upcoming ownership meeting. Summarize the three most significant trends currently impacting full-service hotel performance in the US — cite each source, note its publication date, and flag anything where the data may have shifted further since publication.
What to look for: Claude should cite specific, dated sources for each trend. If it doesn't, ask: "What is the source and publication date for each claim?" Scan the citations before anything goes into a formal document — outlet credibility and recency both matter.
💡 Getting better results from web search: Ask Claude to cite sources and include publication dates. For critical figures, follow up with "Is there more recent data on this?" to prompt a fresh search. Always scan citations before relying on specific numbers in a formal document.
Features & Settings · Skill 17
Projects
Projects allow you to consolidate related conversations and give Claude persistent context across sessions. Your background, goals, and materials carry forward automatically.
The Principle
Ongoing, multi-session work belongs in a Project.
✓
Best Practice
Best practice is to use a Project for any work that spans multiple sessions — adding context once so every subsequent conversation picks up where the last one left off, with no re-explaining and no lost detail.
!
Common Pitfall
A common pitfall is starting a new chat for every task within the same workstream. By the third session, key context is getting lost and Claude's responses are inconsistent because it has no memory of prior conversations.
⚡ Try It Now
Step 1: Create a Project in Claude  ·  Step 2: Use the prompt below  ·  Step 3: Read what to look for
Here is a fictional scenario: Our home office team is managing a hotel management contract renewal for a 250-room full-service hotel in Nashville. The contract expires in 90 days, the operator is requesting a 5-year extension with a fee increase, and ownership wants to explore alternatives before committing. Pretend this is the first message in a Claude Project. Confirm you have the context, summarize the three most important things you'll need to track across our conversations, and ask me one clarifying question to get started.
What to look for: Claude should confirm the context clearly, identify the key threads to track, and ask a smart clarifying question. If it doesn't, add: "What else do you need from me to make sure you have full context for our future conversations on this?"
💡 How to create a Project: Click "Projects" in the left sidebar of Claude Chat and select "New Project." Add background context in the project instructions field — every conversation within that Project will have access to it automatically.
Features & Settings · Skill 18
Styles & Preferences
Claude can be configured to match your working style — preferred tone, response format, length — so that every interaction reflects how you think and communicate.
The Principle
Configure once. Stop repeating yourself.
✓
Best Practice
Best practice is to set preferences once — direct answers first, concise responses, preferred tone — rather than typing the same instructions at the start of every session. Five minutes of setup saves hours of repetition.
!
Common Pitfall
A common pitfall is typing the same formatting instructions at the start of every session — 'be concise,' 'use bullet points,' 'don't over-explain.' Those preferences can be set once and applied automatically to every conversation going forward.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Draft a complete Claude preference setup for a home office professional at a hotel management company who communicates regularly with ownership groups, hotel operators, and internal leadership. Include preferences for response length, format, tone, and how Claude should handle uncertainty. Make each preference specific enough to apply consistently across any type of request.
What to look for: Claude should give you a complete, ready-to-use preference set — not vague guidelines. If any preference feels too broad, ask: "Make the tone preference more specific to someone who writes owner communications and internal leadership updates."
💡 How to set preferences: In Claude Chat, click your profile icon → Settings → Profile. Add your preference statements in the "What would you like Claude to know about you?" field. Claude will apply them automatically to every conversation going forward.
Features & Settings · Skill 19
Memory & Past Chats
Claude can carry forward context from prior conversations — your role, ongoing priorities, communication preferences — creating a progressively more personalized experience. Note: Memory availability varies by account — check Settings → Memory to see if it's enabled for yours.
The Principle
Know what Claude retains — and know that you control it.
✓
Best Practice
Best practice is to periodically ask Claude what it remembers — role, communication preferences, ongoing projects — and review it for anything sensitive or outdated. Staying on top of memory keeps future sessions accurate and relevant.
!
Common Pitfall
A common pitfall is discussing a sensitive matter with Claude without thinking about memory. That context can surface in an unrelated conversation later — an uncomfortable moment that a quick visit to Settings → Memory would have prevented.
⚡ Try It Now
Step 1: Copy the prompt  ·  Step 2: Paste into Claude Chat  ·  Step 3: Read what to look for
Review what you know about me from our past conversations and give me a complete picture. Cover my role, my communication preferences, the projects and topics we've discussed, and anything sensitive or outdated I should consider removing. Be specific — I want to use this as a baseline to make sure our future conversations are as efficient as possible.
What to look for: Claude should give you a specific, organized summary of what it's retaining. If anything looks sensitive or outdated, visit Settings → Memory immediately and remove it.
💡 How to manage memory: Go to Settings → Memory in Claude Chat to view, edit, or delete what Claude has retained about you. You can also ask Claude directly what it remembers — then visit Settings to make any updates.
Next Step
Take the Skills Self-Check
The training deck covers the concepts. The Skills Self-Check measures where you actually stand. Be honest — it's a personal gut-check, and your results are a starting point for a real conversation about where to grow.
What It Covers
19 skills across the same five competency areas covered in this deck. Check a box only if you could demonstrate the skill right now without looking it up.
What You Get
A score, a proficiency tier, and a printable certificate you can save for your records. Score 12 or above to move on to the Knowledge Quiz.
How to Access
Click on the "Claude 101 - 3 - Skills Self-Check" file to get started. Open it directly in your browser — no software installation required.
Your Next Step
The Skill Is in the Practice
This deck covered 19 skills. The ones that will matter are the ones you actually use. Take the companion Skills Self-Check to see where you stand — and identify exactly where to focus next.
This week, pick one skill from each section that felt most relevant to your work. Don't wait for the perfect moment — the next email, document, or owner call is your opportunity. Start there.
Share your Self-Check score with your manager — it's the fastest way to turn this training into a real conversation about where to grow.
17–19
Power User
You're getting the most out of Claude. Share what's working with your team and help raise the floor.
12–16
Confident
Solid command with room to grow. Pick your two lowest scores and practice them deliberately this week.
7–11
Developing
Good foundation. Focus on Judgment & Accuracy and Prompting Fundamentals first — they unlock everything else.
0–6
Getting Started
Pick one skill from this deck, try it today, and build from there. Every expert started here.