Internal Playbook

Claude at Realtime.

Copy a prompt, paste it in, get results. A practical guide to using Claude across your accounts.

Before you start

1
Upload the RTA brand guidelines deck at the start of any creative or strategy conversation. Claude will match tone, terminology, and positioning.
2
Paste raw data, not summaries. Claude works best with the actual CSV export, search term report, or GA table. Let it do the analysis.
3
Give it a role. "You are a senior PPC strategist at a performance agency" instantly sharpens the output quality and relevance.
4
Use Projects for ongoing accounts. Pin briefs, brand docs, and past reports to a Claude Project so every conversation starts with full context.
5
Iterate, don't restart. If the first output is 70% right, tell Claude what to fix. "Make the tone more direct" or "cut this section" is faster than re-prompting.
6
Ask for formats you can use. Request "output as a table I can paste into Google Sheets" or "format this as bullet points for a client email."