How to actually
use Claude.
Not prompt tricks. Not AI hype.
Just the moves that earn their keep.
The 4 Layers
Every strong prompt has four layers. Write them in this order. If the prompt is weak, one of these is missing.
Tell Claude what you want. Tell it the world. Tell it the shape. Tell it the steps if you have them. Tell it the rules.
Before you hit send, scan your prompt. Can you point at all 4 layers?
- · No Objective. Prompt fails.
- · No Context. Output is generic.
- · No Output. You get an essay when you wanted bullets.
- · No Workflow. Claude guesses the path. Sometimes fine. Sometimes not.
The 4 Layers in Practice
You learned the framework above. Now you use it. Three exercises. Do them on your real work, not a fake brief.
Working with Files
Stop pasting text into the chat box. Upload the file. Claude reads PDFs, images, spreadsheets, screenshots, docs.
- How to upload and what formats work
- Asking Claude to read, summarize, extract, restructure
- When to upload vs. when to paste
- Working with multiple files in one session
- Upload an inspection report, get a plain-English summary
- Upload a messy production spreadsheet, get clean takeaways
- Upload a screenshot of a top agent's post, extract their angle
Decks and Documents
Pitch decks, proposals, briefs, reports. Outline first, then expand. Never let Claude write the whole thing in one shot.
- The outline-first workflow
- Iterating slide by slide
- When to ask for prose vs. bullets
- Asking Claude to critique its own draft
- 1-line idea to 10-slide listing presentation outline
- Buyer consultation transcript to follow-up plan
- Monthly market update from raw MLS data
Research
How to actually research with Claude without hallucinations. The trick: always ask for sources, then verify the ones that matter.
- Web search vs. Claude's reasoning, when to use which
- How to verify claims before you trust them
- Source habits that protect your reputation
- Researching a market in 30 minutes
- Competitive brief on 3 top agents in your market
- Opportunity scan for a new farm area or niche
- Algorithm changes affecting one platform
Workflows and Projects
Stop re-explaining context every chat. Claude Projects hold persistent context. System prompts hold persistent behavior. This is where you stop being a prompter and start being an operator.
- What a Claude Project is and when to make one
- Writing a system prompt that holds your voice
- What to upload as project knowledge
- How to think in workflows, not one-off prompts
- Set up a "My Content" project for your personal brand
- Build a system prompt that always uses your voice
- Add your bio, market stats, and testimonials so outputs stay on-brand
Capstone
Pick one real problem in your business. Solve it end-to-end with Claude in one session. Then document the prompts so you can rerun the workflow next month without thinking.
- · Content month in a day. 30 posts for your personal brand, all written, all on-brand.
- · Listing launch kit. Listing description, social posts, email blast, open house follow-up sequence.
- · Quarterly business review. Your production data, analyzed, with next-quarter priorities.
- · New niche launch. Positioning, pricing talk track, presentation deck, outreach sequence.
Save every prompt you used. Put them in a Notion page. Next time this work comes up, you don't start from zero. That's the real win.
Now plug Claude into your business.
Chat thinks. Cowork operates.
Gmail. Slack. Notion. Google Drive. HubSpot. Stripe. Canva. Wix.
Same 4 Layers. Now Claude can actually do the work, not just describe it.
What is Cowork
Chat answers. Cowork operates. When Claude can read your inbox, draft in your CRM, and post in your Slack, the question stops being "what can Claude do" and becomes "what do I want done."
- What Cowork is and why it's different from chat
- Plugins and MCP: the tech that connects Claude to your tools
- The "read vs. write" mental model. Read first, write only when ready.
- Privacy and permissions: what Claude can and can't touch
- Walk through the Cowork plugin library
- Pick 3 tools you actually use daily
- Map a workflow you'd want Claude to handle
Start in read-only mode. Let Claude pull from your tools but not write back. Build trust. Once a workflow proves itself across a few runs, enable write access. Never skip this step on day one.
Connect Your Tools
Hook up your first plugins. Most are 2-click installs. The library is bigger than you think.
- Gmail. Client and lead threads, draft replies.
- Google Calendar. Showings, appointments, open houses.
- Google Drive. Contracts, disclosures, market reports.
- Notion. Deal pipeline, content board.
- Canva. Listing graphics and social posts.
- Slack. Read team channels, post updates.
- HubSpot / your CRM. Search leads, update deal stages.
- Google Drive. Team docs, contracts, training materials.
- QuickBooks. Commissions and expenses.
- Wix. Update site content from a prompt.
- Where the plugin library lives
- How to authenticate a tool (and how to revoke)
- Verifying a plugin is connected with a simple "read" test
- When to give one tool vs. a bundle
- Connect 3 plugins from your starter stack
- Run a read-only test on each one
- Document what each plugin can and can't see
Cross-tool Workflows
The real magic. One prompt that touches three or four tools. Claude becomes a teammate that operates across your stack.
Cowork for Client Work
The capstone of Track B. Use Cowork to run actual client work, not just admin. The goal: shave hours per deal per week without dropping quality.
- Mapping a listing workflow end to end
- Which steps stay human, which Claude handles
- The "review queue" pattern: Claude drafts, you approve
- Building a per-deal Cowork setup that scales
- Build one listing's full Cowork stack
- Run one full cycle (e.g., a listing launch) through it
- Measure the time saved. Document the prompts.
- Notion · deal hub: timeline, tasks, marketing board
- Google Drive · contracts, disclosures, listing photos
- Gmail · client comms thread
- Slack · internal team channel
- Canva · listing graphics and social templates
- Read-only Claude. Pulls data, surfaces insights. You do all writes.
- Draft + approve. Claude writes, you review every output before it ships.
- Spot-check. Claude writes and ships routine items. You audit weekly.
- Autopilot. Only for low-risk, high-frequency work. With logging.
Most client work lives at level 2 or 3. Level 4 is rare. Never use level 4 on a brand-new workflow.
The most powerful surface.
Chat thinks. Cowork operates. Code builds.
Claude Code is the deepest surface: full access to your file system, the ability to ship real artifacts, websites, apps. Anything you can imagine, you can prototype.
This is the advanced track. Not everyone needs to come here. If you do, the leverage is in a different class.
Claude Code Setup
One terminal command to install. The difference from chat: Claude can read and write real files on your computer, persist context, and build artifacts you can actually ship.
- Installing Claude Code (Mac, Windows, Linux)
- The mental model: chat vs. code
- Folders, files, and persistent sessions
- CLAUDE.md, the file that briefs Claude on your project
- Create a project folder
- Ask Claude to make a CLAUDE.md briefing it
- Run a first task: create a text file with a list
Then open a terminal in any folder and type: claude
HTML Basics
Your first real artifact: a single HTML page. Open it in your browser. See it live. This is the moment Claude stops being a chatbot and starts being a maker.
- What HTML is, just enough to read it
- Asking Claude to build one file, then iterate
- How to open it and screenshot to Claude for changes
- A one-page bio site for yourself
- A single-listing landing page with hero and CTA
- A printable one-page market report
High-fidelity HTML
Polish. Tailwind, modern layouts, animations, dark mode, responsive. Pages that look shipped, not generated.
- Tailwind CSS, the shortcut to design
- Responsive design without thinking about it
- Animations and micro-interactions
- How to ask for "more polish" without vague feedback
- A personal brand page that actually looks shipped
- A listing presentation as a scrollable website
- A services page with hover effects
Build a Website
Multi-page sites. Real navigation. Real content. Then ship it: connect a domain via Cloudflare Pages or Vercel for free. Live on the internet in an afternoon.
- Multi-page structure: home, about, services, contact
- Shared components: nav, footer
- Deploying free with Cloudflare Pages or Vercel
- Connecting your own domain
- A 4-page service site for your business
- Push it live to your-name.com
Build an App
Interactivity. State. Forms. The line between "static page" and "real tool" disappears. Build something you actually use.
- What React is and when you need it
- State, forms, local storage
- When Claude's plenty and when to call a developer
- A net-proceeds calculator for sellers
- An open house sign-in app
- A buyer intake form with validation
When the app starts touching payments, user accounts, or real customer data: pause. Call a developer. Claude is great for prototypes and internal tools. Production with money or sensitive data needs a human in the loop.
Glossary
Every word the AI world throws at you, explained like you've never heard it before. Because most explanations assume you have.
› Claude.ai (the chat)
The website at claude.ai. Where you type, upload files, run quick tasks. Best for: research, writing, brainstorming, anything that fits in a conversation.
› Cowork
Claude with your business tools connected. Gmail, Slack, Notion, Calendar, HubSpot, Stripe, Canva, Wix, and more. Lets Claude read from and write to your real systems, not just talk about them.
› Claude Code
The most powerful Claude surface. Runs in your computer's terminal. Can read your files, write new files, build websites, ship apps. The advanced track. Best for: anything that becomes a real artifact you keep.
› Claude Projects
A folder inside Claude.ai that holds persistent context. Upload brand docs, set a system prompt, work across many chats with the same setup. Use when you do the same kind of work repeatedly for the same client or topic.
› API
How one program talks to another. Think of a waiter: you order from a menu, the kitchen makes it, the waiter carries the request there and the food back. When Claude "checks your calendar" or "searches the web," it's calling an API. You'll also hear "the Claude API": that's developers using Claude inside their own products instead of through claude.ai.
› API key
A password that proves it's your account when a program calls an API. Looks like a long random string of letters and numbers. Treat it like a bank card number: never paste it in public, never put it in a shared doc, never leave it visible in a screenshot. Anyone who has it can spend on your account.
› OAuth ("Sign in with Google")
The login flow where a popup asks "Allow this app to access your account?" It lets a tool use your Gmail or Notion without ever seeing your password, and you can revoke access anytime from your account settings. This is what happens when you connect a Cowork plugin.
› MCP (Model Context Protocol)
A standard plug that lets Claude connect to outside tools. Before MCP, every connection had to be custom-built. MCP is like USB-C: one standard port, and any tool that speaks it (Notion, Gmail, Slack, Canva) can plug into Claude. You never touch MCP directly. Plugins handle it for you.
› Plugin
One ready-made connection in a box. The Gmail plugin, the Notion plugin, the Canva plugin. Install it, log in once, and Claude can use that tool from then on. Under the hood it's MCP. On the surface it's two clicks.
› Skill
A saved playbook that teaches Claude how to do one specific job your way. "How we write client proposals." "How we research a niche." A prompt is instructions for one task. A skill is instructions Claude keeps and applies automatically every time that kind of task comes up.
› Tool use
Claude using outside abilities mid-task: web search, file reads, code execution. Different from Claude "knowing" something. Tool use is Claude going to look it up.
› Agent
Claude working in a loop instead of answering once. It makes a plan, uses tools, checks its own results, and keeps going until the job is done or it needs you. Cowork workflows and Claude Code sessions are agents in action.
› Webhook
An API in reverse. Instead of you asking "anything new?", the tool calls you the moment something happens. New payment in Stripe, new form submission, new client signup: the webhook fires instantly and triggers whatever you've connected to it. APIs pull. Webhooks push. Automations run on webhooks.
› Automation (Zapier, Make, n8n)
Tools that chain apps together with "when X happens, do Y" rules. New invoice paid → send thank-you email → log in spreadsheet. They existed before AI and pair well with it: the automation handles the trigger, Claude handles the thinking step in the middle.
› Model / LLM
The engine behind everything. A large language model is software trained on enormous amounts of text until it can read and write like this. "Claude" is the model family. Haiku, Sonnet, and Opus are versions, like trim levels of the same car: Haiku is fast and light, Opus is the deepest thinker.
› Token
How models read. Text gets chopped into pieces: a short word is one token, longer words are two or three. Context limits and API pricing are counted in tokens. Rule of thumb: 1,000 tokens is roughly 750 words.
› Prompt
Everything you send Claude in one message: the request, the context, the examples, the rules. The 4 Layers framework at the top of this program is just the anatomy of a good prompt.
› System prompt
Persistent instructions that shape how Claude behaves across every message. Lives in a Project setting or at the top of a Claude Code session. Think of it as Claude's job description.
› CLAUDE.md
A file in your project folder that briefs Claude Code on what the folder is for. Open any folder, drop a CLAUDE.md, and every future Claude session knows the context. Like a sticky note for Claude.
› Context window
How much Claude can "remember" in one conversation. Big now (hundreds of pages worth). But not infinite. When chats get long, important details drift. Start a new chat for new tasks.
› Artifact
Something Claude builds you can use directly. A file, a webpage, a chart, an app. Different from a chat reply because you can save it, share it, ship it.
› Hallucination
When Claude states something false with full confidence. It's not lying, it's pattern-completing plausibly. This is why Module 4 exists: ask for sources, verify the claims that matter, never ship an unchecked number.
› Multimodal
A model that handles more than text. Claude reads images, screenshots, PDFs, and charts, not just words. Practical upshot: stop describing things. Screenshot them and upload.
› Vibe coding
Building software by describing what you want in plain English and letting AI write the code. You judge the result by using it, not by reading the code. It's how Track C works, and it's how this page was built.
› Terminal
The text window where you talk to your computer directly: no buttons, no icons. Type a command, press enter, read the result. Looks intimidating, is actually simple. Claude Code lives here. On Mac it's the Terminal app, on Windows it's PowerShell.
› CLI (command line interface)
Any tool you use by typing commands instead of clicking. "claude" is a CLI. So is "git". The opposite is a GUI (graphical user interface): the buttons-and-windows version. CLIs feel old-school but they're faster, scriptable, and exactly where AI tools live right now.
› Git
Save-game history for files. Every change recorded, every version recoverable, nothing ever truly lost. A "commit" is one save point with a note about what changed. You don't need to master it: Claude Code handles Git for you. You just need to recognize the words.
› GitHub
The website where Git histories live online. A "repo" (repository) is one project's folder there. It's where developers share code, where open-source projects live, and where your projects back up once they get serious.
› Frontend / Backend
Frontend is everything you see and click: the page, the buttons, the design. Backend is everything behind it: the database, the logic, the payments. Everything in Track C is frontend. The hand-off rule in Module 15 is about knowing when you've hit backend territory.
› Server
A computer that's always on, whose whole job is answering requests from the internet. Every website lives on one. "The server is down" means that computer stopped answering.
› Database
Where an app keeps its information so it survives: users, orders, posts, settings. A spreadsheet with superpowers. The moment your app needs to remember things between visits for many people, you need one. That's usually the moment to call a developer.
› Localhost
Your own computer pretending to be a web server. When you "run a site on localhost," only you can see it. It's the dress rehearsal before deploying.
› Deploy
Putting your site or app on the real internet so other people can reach it. Module 14 covers it. Services like Cloudflare Pages and Vercel make it free for simple sites.
› Domain / DNS
A domain is your address on the internet (aexagon.com). DNS is the phone book that points that name at the actual server. When you "connect a domain," you're updating the phone book. Changes take minutes to hours to spread.
› CDN
Content delivery network. Someone else hosts a file on fast servers worldwide so your page can borrow it. When our pages load Tailwind "via CDN," the styling library comes from their server instead of living in your file. Needs internet on first load.
› Framework / Library
Pre-built code you stand on instead of starting from zero. A library is a toolbox you pick from (Tailwind for styling). A framework is a structure you build inside (React for apps). When Claude says "I'll use React for this," it's choosing a framework.
› Bug
Anything that doesn't work the way it should. Not a disaster, a normal part of building. The fix workflow: screenshot what's wrong, describe what you expected, hand both to Claude.
› Open source
Software whose code is public: free to use, inspect, and modify. Most of the internet runs on it. When a tool is open source, you're not locked in and nobody can take it away.
File Types, Decoded
You don't need to write any of these. You need to recognize them, know what they're for, and know what to do when Claude hands you one. The extension (the part after the dot) tells you everything.
A web page in one file: the structure and content. Double-click it and it opens in your browser. Everything Claude builds in Track C starts here. This learning program is a single .html file.
The looks. Colors, fonts, spacing, layout. Usually lives inside or next to an .html file. If a page works but looks wrong, the fix is in the CSS.
JavaScript. What a page does: what happens when you click, type, or scroll. The copy buttons and progress bar on this page are JavaScript. Runs in every browser, no install needed.
Python, the most popular language for automation, data, and AI. A .py file is a list of instructions your computer runs top to bottom. Needs Python installed to run. Claude Code can write and run them for you.
Plain text with lightweight formatting: # makes a heading, **bold** makes bold, - makes a list. Claude's favorite format to read and write. CLAUDE.md, README.md, and most AI-era docs are Markdown. Opens in any text editor.
Data dressed for machines: curly brackets, quotes, colons. Settings files, API responses, exports. You'll rarely write it but you'll see it constantly. When Claude mentions "structured output," this is usually what it means.
A spreadsheet stripped to plain text: values separated by commas, one row per line. Every analytics export is a .csv. Upload them straight to Claude for analysis.
Just text. No formatting, no structure, no surprises. The simplest file there is.
A document frozen in place: looks identical on every device. That's why contracts, briefs, and reports ship as PDFs. Claude reads them: upload and ask.
JPG for photos (smaller files). PNG for screenshots, graphics, and anything needing a transparent background. Claude reads both: screenshot a problem and upload it instead of describing it.
An image drawn with math instead of pixels. Scales to any size without blurring. Logos and icons should always be SVGs.
Video files. MP4 plays everywhere and is what you export for clients and platforms. MOV is Apple's flavor, common straight off an iPhone, bigger files.
A box holding other files, squeezed smaller for sending. Double-click to unpack. If Claude builds you a multi-file project, it often arrives as one of these.
The secrets file. API keys and passwords live here so they stay out of the main code. Never share one, never screenshot one, never upload one anywhere. If you see .env in a project, that's the file that must not leak.
When Claude hands you a file, look at the extension first. It tells you what to do: open it in a browser (.html), read it in any text editor (.md, .txt), open it in a spreadsheet (.csv), view it (.pdf, .png, .mp4), or leave it to the code (.js, .py, .json, .env).
Prompt Lab
Ten reusable prompts. Copy, fill in the brackets, send. Each one applies the 4 Layers.
Finished all 15 modules?
You know how to use Claude. Level 2 teaches you to build the system that uses Claude for you. Skills, memory, Projects, automation.
Start Level 2 · Advanced →