× Exit Five
Workshop

Claude Code 101
for B2B Marketers

Build marketing tools, automate workflows, and work with your data—without waiting on engineering.

Get the Cheatsheet
$ npm install -g @anthropic-ai/claude-code
✓ Claude Code installed
$ claude
Welcome to Claude Code!
> Analyze campaign_data.csv and tell me what's underperforming

What's in the Cheatsheet

Everything you need to start using Claude Code today

01

Installation

Step-by-step setup from zero to running

02

First Prompts

Copy/paste examples for common marketing tasks

03

Context Tips

How to get better outputs every time

04

CLAUDE.md

Project memory—Claude remembers your preferences

05

Shortcuts

Essential keyboard commands

06

Troubleshooting

Fixes for common gotchas

07

When to Use What

Claude.ai vs Claude Code

08

First Projects

Ideas by marketing function

Get the Cheatsheet

One page. Everything you need. Print it out.

You're in!

Click below to view and download.

Claude Code Cheatsheet for Marketers

1. Installation & Setup

# First, install Node.js from nodejs.org

# Then install Claude Code
npm install -g @anthropic-ai/claude-code

# Start Claude Code in any folder
claude

Tip: Run claude inside a project folder so it can read your files.

2. Your First Prompts to Try

Analyze data
"Look at campaign_data.csv and tell me which campaigns are underperforming"
Repurpose content
"Turn this blog post into 5 LinkedIn posts with hooks"
Research
"Go to gong.io and summarize their positioning and key messaging"
Build something
"Create an HTML report from this Google Ads export"

3. How to Give Good Context

  • Be specific: "Analyze Q1 vs Q4" not just "analyze this"
  • Give examples: "Format it like this: [paste example]"
  • State the goal: "I need this for a board meeting"
  • Mention constraints: "Keep it under 200 words"
  • Reference files: Drag files in or say "look at data.csv"

4. CLAUDE.md = Project Memory

Create a file called CLAUDE.md in your project folder. Claude reads it automatically.

# Campaign Analysis Project

## Context
- Client: Acme Corp (B2B SaaS)
- Goal: Find budget optimization opportunities
- Data: Google Ads + HubSpot exports

## My preferences
- Be direct, skip the fluff
- Always show your math
- Flag anything over $1k/month

5. Essential Shortcuts

Esc Stop Claude mid-response
Ctrl+C Cancel current action
↑ Recall previous prompt
/help See all commands
/clear Start fresh conversation

6. Common Gotchas

Problem Solution
"Can't find file" Drag file into terminal or use full path
Output too generic Add more context, give examples
Wrong format Show an example of what you want
Too verbose Say "Be concise" or "Bullet points only"

7. Claude.ai vs Claude Code

Claude.ai (Browser) Claude Code (Terminal)
Quick questions Working with files
One-off writing Multi-step workflows
Brainstorming Building tools & reports
"Help me think" "Help me build"

8. What to Build First

Start with a task you do every week that you wish "just worked."

Function First Project Idea
Demand Gen Weekly campaign summary from exports
Content Turn blog posts into social content
Ops Clean and format lead lists from events
Analytics Build HTML dashboards from CSVs
Competitive Research competitor messaging & ads

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