1
of 5— Sign up for Claude Pro
What you'll accomplish
By the end of this guide, you'll have a Claude Project that acts as your relationship memory for each dentist account. It will remember each dentist's preferences, communication history, material choices, and the right tone to use — so every email draft is already personalized without you having to re-explain context.
What you'll need
- A Claude Pro account ($20/month) — Projects require Claude Pro
- Notes on your 5-10 most active dentist accounts (even rough notes work)
- Time needed: 30 minutes to set up; 2-3 minutes per use
- Cost: $20/month (Claude Pro)
How-To Guide: Manage Dentist Accounts with Claude Projects
Step 1: Sign up for Claude Pro
- Go to claude.ai.
- Click "Upgrade" in the left sidebar.
- Subscribe to Claude Pro ($20/month).
What you should see: Your sidebar now shows "Projects" as an option.