Build a Claude Project as Your Persistent Leasing Partner

1. Go to claude.ai and click Sign up
2. Complete registration with your work email
3. To access Projects: click Upgrade → select Pro ($20/month)
4. Once logged in, look for Projects in the left sidebar and click it

What you should see: A "Projects" section in the left sidebar showing any existing projects (empty if you're new) Troubleshooting: If you don't see "Projects," make sure you're on the paid plan. This feature requires Pro

1. In the Projects section, click Create project or the + button
2. Name it: "[Community Name] Leasing Assistant" (e.g., "Oakwood Apartments Leasing Assistant")
3. You'll see a project workspace with a text area for project instructions on the left and a chat interface on the right

The project instructions are Claude's permanent briefing, included automatically in every conversation within this project.

1. Click the Edit project instructions area or pencil icon
2. Write your community briefing. Copy this template and fill it in:

You are a leasing consultant assistant for [Community Name], located at [Address] in [City, State].

## Community Details
- **Unit Types & Pricing:** Studios from $[X], 1BRs from $[Y], 2BRs from $[Z]
- **Pet Policy:** [Allowed/not allowed]; max weight [X] lbs; deposit $[X]; monthly pet rent $[X]
- **Parking:** [Included / $X/month for covered / $X for surface]
- **Application Process:** Application fee $[X]; admin fee $[X]; credit/background check required; income qualification: 3x monthly rent
- **Lease Terms:** Standard 12-month; [other options if any]
- **Current Specials:** [Any active promotions — be specific with dates]
- **Key Amenities:** [List 6-10 — pool, gym, rooftop, dog park, package lockers, EV charging, etc.]
- **Office Hours:** [Days and hours]
- **Emergency Maintenance:** [Phone number or process]

## Communication Style
- Tone: [e.g., Warm and professional; approachable but not casual; never high-pressure]
- Always address residents and prospects by first name
- When a policy question comes up that I haven't answered in these instructions, say "I'd recommend confirming this with management" rather than guessing
- Never make up or invent community details beyond what's listed here

## What I'll Ask You to Help With
- Draft prospect follow-up emails and texts
- Write renewal letters with personal touches
- Craft responses to online reviews
- Create ILS listing descriptions
- Write move-in welcome letters
- Draft denial letters and other sensitive communications
- Summarize market comp data
- Generate social media content ideas and captions

1. Click Save. Claude will confirm the instructions are saved

1. In the project chat (right side of the screen), type a task without any briefing:

   • "Draft a follow-up email for Kevin who toured a 1BR last Thursday and hasn't responded to our first text. He mentioned he was also looking at two other places downtown."
2. Claude should automatically incorporate your community's name, tone, and relevant details
3. Review the output. Does it sound like it came from your community? Are the details accurate?

What you should see: An email that references your community by name, matches the tone you specified, and creates appropriate follow-up without being pushy Troubleshooting: If the output references wrong details, go back to the project instructions and check for typos or missing information

1. In the Project, look for a Files or Upload button (left panel area)
2. Upload your community fact sheet, floor plan descriptions, or welcome packet. Claude can reference these in answers
3. Try asking: "Using our floor plan document, write a listing description for the Birchwood 2BR layout"

What you should see: Claude pulling specific details from your uploaded document rather than making them up