of 5— Set up your Claude account and access Projects

What you'll accomplish

By the end of this guide, you'll have a Claude Project configured with your specialty, preferred suppliers, brand voice, and typical client profiles — so every proposal and client communication you draft starts from full context, without re-explaining your agency identity every session. This is the core productivity unlock for travel advisors who want to use AI consistently without constant setup.

What you'll need

Claude {{tool:Claude.plan}} subscription ({{tool:Claude.price}}) — Projects require the paid tier
Your agency details: specialty, preferred hotel brands, typical client profile, communication style
Optional: a sample proposal or two to use as style references
Time needed: 45 minutes initial setup; 5–15 minutes per proposal session afterward
Cost: {{tool:Claude.price}}

How-To Guide: Build a Claude Project as Your Proposal Engine

Step 1: Set up your Claude account and access Projects

Go to {{tool:Claude.url}} and log in
Upgrade to {{tool:Claude.plan}} if needed (click your name → Upgrade)
In the left sidebar, click Projects → Create project
Name it: "[Your Name]'s Travel Advisor Assistant" or "[Your Agency] Proposal Engine"
You'll see a project workspace with instructions on the left and a chat interface on the right

Tools:Claude