The Claude Project Setup Template gives retail planners a structured starting point for building a Claude project that actually knows your business. Walk through your fiscal calendar, metric definitions, plan versions, recurring workflows, and custom instructions. Then upload it and you're ready to work.
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How to Use It
Download the template, open it in Google Docs, make a copy, and fill in each section for your category. When you're done, upload the completed file to your Claude project and paste your key sections into the custom instructions field. Read our full walkthrough on setting up a Claude project for retail planning for step-by-step guidance.