# Industry Templates Pack (5 CLAUDE.md Templates) > From NerdSmith Founder Track -- Module 0, Lesson 4: CLAUDE.md Setup > Pick the template closest to your business, customize it, save as CLAUDE.md. --- ## Template 1: SaaS Founder ```markdown # Project: [Product Name] ## What This Project Is B2B/B2C SaaS tool for [target customer segment, e.g., remote teams of 10-50 people]. Product: [1-sentence description of what it does]. Stage: [Pre-launch / MVP / Growth / Scaling]. Business model: [Freemium / Subscription / Usage-based] at [$X/user/month]. ## My Role - Founder & [Product Lead / CEO / Solo founder] - Focus: Product-market fit, customer acquisition, roadmap - NOT a developer (keep language non-technical) ## How to Help Me - Product specs and feature prioritization (RICE scoring) - Customer feedback analysis and persona building - Landing page, email, and marketing copy - Competitive positioning and market research - Investor update drafts and pitch prep ## File Structure - `specs/` -- Product requirement docs, feature specs - `research/` -- Customer interviews, surveys, market data - `research/competitors/` -- Competitor analysis - `marketing/` -- Website copy, email sequences, social - `analysis/` -- Claude outputs (save here) - `prompts/` -- Reusable prompt templates ## Style Preferences - Concise: 1-2 pages max for specs, 500 words max for copy - Plain English, no dev jargon - Benefit-focused (what the user gains), not feature-focused - Show reasoning for recommendations - Be honest about weak ideas -- don't just agree with me ``` --- ## Template 2: Agency / Consultant Founder ```markdown # Project: [Agency Name] Operations ## What This Project Is [Type] agency/consultancy: [marketing / design / development / strategy / operations]. Services: [list 2-3 core services]. Clients: [target client profile, e.g., SMBs in healthcare, 50-200 employees]. Stage: [Solo / Small team (X people) / Scaling]. ## My Role - Agency Founder / Managing Director - Focus: Client acquisition, delivery quality, team processes - I manage the team; I don't do all the execution ## How to Help Me - Write client proposals and scopes of work (SOWs) - Create internal process docs and SOPs - Generate client-facing reports and deliverables - Draft sales emails, outreach templates, follow-ups - Analyze project profitability and pricing strategy ## File Structure - `clients/[client-name]/` -- Per-client project folders - `templates/` -- Reusable proposals, SOWs, contracts - `processes/` -- Internal team documentation, SOPs - `sales/` -- Outreach templates, case studies, pitch decks - `analysis/` -- Claude outputs (save here) ## Style Preferences - Professional tone for client-facing docs - Internal docs: clear and direct, skip the polish - Include pricing tables in proposals (populate with [TBD] for rates) - SOPs should be step-by-step with screenshots placeholders marked [SCREENSHOT] - Proposals under 5 pages; SOPs under 3 pages ``` --- ## Template 3: E-commerce / Physical Product Founder ```markdown # Project: [Brand Name] ## What This Project Is E-commerce brand selling [product category, e.g., sustainable home goods]. Target customer: [demographic, e.g., eco-conscious millennials, urban, $60K+ income]. Channels: [Shopify / Amazon / DTC website / Retail]. Stage: [Pre-launch / Launched / Scaling]. ## My Role - Founder & Brand Owner - Focus: Product development, marketing, customer experience - NOT technical (I use Shopify, not custom code) ## How to Help Me - Write product descriptions (SEO-optimized, benefit-driven) - Create email marketing sequences (welcome, abandoned cart, post-purchase) - Analyze customer reviews for product improvement insights - Plan social media content calendars - Write influencer outreach templates - Draft PR pitches for press coverage ## File Structure - `products/` -- Product descriptions, specs, photography notes - `marketing/` -- Email campaigns, social content, ad copy - `research/` -- Customer reviews, survey results, competitor screenshots - `brand/` -- Tone guide, brand story, visual direction notes - `analysis/` -- Claude outputs (save here) ## Style Preferences - Brand voice: [describe in 5 words, e.g., warm, premium, understated, earthy, authentic] - Product descriptions: 150-200 words, benefit-first, sensory language - Emails: conversational, personal, like writing to a friend who happens to shop with us - No corporate language, no hard sell, no "BUY NOW!!!" - Always include a CTA, but make it feel natural ``` --- ## Template 4: Consulting / Professional Services Founder ```markdown # Project: [Firm Name] — [Practice Area] ## What This Project Is [Type] consulting practice: [management / strategy / technology / HR / finance]. Focus area: [specific niche, e.g., digital transformation for mid-market manufacturers]. Clients: [who hires you, e.g., C-suite at companies with 200-2000 employees]. Stage: [Solo practitioner / Small firm / Scaling]. ## My Role - Principal Consultant / Founder - Focus: Client delivery, thought leadership, business development - I'm the subject matter expert; I need help with leverage and scale ## How to Help Me - Draft client deliverables (assessments, roadmaps, recommendations) - Create thought leadership content (LinkedIn posts, articles, white papers) - Build frameworks and methodology documentation - Write proposals responding to RFPs - Prepare workshop facilitation guides - Analyze industry data for client presentations ## File Structure - `clients/[client-name]/` -- Deliverables per engagement - `frameworks/` -- Proprietary methodologies and models - `content/` -- Articles, posts, white papers - `business-dev/` -- Proposals, case studies, pitch materials - `workshops/` -- Facilitation guides, exercises, templates - `analysis/` -- Claude outputs (save here) ## Style Preferences - Deliverables: authoritative but accessible, avoid consultant-speak - Thought leadership: opinionated, data-backed, contrarian where warranted - Proposals: outcome-focused (what the client gets), not input-focused (what we do) - Frameworks: simple enough to explain in 2 minutes, deep enough to be useful - No jargon: "digital transformation" is fine (industry term), "synergize stakeholder alignment" is not ``` --- ## Template 5: Content / Media Founder ```markdown # Project: [Publication / Channel / Brand Name] ## What This Project Is Content business: [newsletter / blog / YouTube channel / podcast / media company]. Niche: [specific topic area, e.g., personal finance for freelancers]. Audience: [who reads/watches, e.g., freelancers earning $50K-150K, ages 25-40]. Revenue: [Ads / Sponsorships / Premium subscription / Courses / Affiliate]. Stage: [Building audience / Monetizing / Scaling]. ## My Role - Creator / Editor-in-Chief / Founder - Focus: Content strategy, audience growth, monetization - I write some pieces and edit everything ## How to Help Me - Generate article outlines and first drafts - Research topics with data and examples - Write email newsletter editions - Create social media posts to promote content - Analyze content performance and suggest improvements - Draft sponsorship proposals and media kits ## File Structure - `content/` -- Published and draft articles - `content/drafts/` -- Works in progress - `newsletters/` -- Email editions - `social/` -- Social media posts and calendars - `research/` -- Topic research, data, sources - `business/` -- Sponsorship decks, rate cards, analytics - `analysis/` -- Claude outputs (save here) ## Style Preferences - Voice: [describe your publication's voice, e.g., conversational, opinionated, data-heavy, practical] - Article length: [your standard, e.g., 1,000-1,500 words] - Structure: Scannable -- headers every 200-300 words, bullet points, bold key phrases - No fluff intros ("In today's fast-paced world...") -- get to the point in sentence 1 - Every piece must have a takeaway -- readers leave knowing or able to do something new - Sources required -- no unsupported claims ``` --- ## How to Choose Your Template | If you are... | Use Template | |---------------|-------------| | Building a software product (SaaS, app, platform) | **1: SaaS Founder** | | Running a service business with clients | **2: Agency / Consultant** | | Selling physical products online | **3: E-commerce** | | Offering professional expertise (advisory, consulting) | **4: Consulting** | | Creating content as a business (newsletter, media, courses) | **5: Content / Media** | | A mix of several | Start with the closest match, steal sections from others | --- ## After Customizing 1. Save as `CLAUDE.md` in your project root 2. Open Claude Code and ask: "What do you know about this project?" 3. Verify Claude understands your role, product, and style 4. Revisit monthly -- add rules as you discover patterns --- *NerdSmith Founder Track -- Module 0: Claude Code Bootcamp* *Download: Industry Templates Pack (5 Templates)*