<\!DOCTYPE html> Shingle Hero AI Training Portal <\!-- HERO -->

Shingle Hero AI Academy

Your complete training program to master Claude AI, Cowork, and Atlas — from zero to power user.

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<\!-- ======================== DASHBOARD ======================== -->

Welcome Back, Dustin

Here's your AI training overview. Complete all modules to earn your Shingle Hero AI Certification.

12
Lessons
28
Ready-Made Prompts
3
Quizzes
1
Certification
Overall Progress 0%

Quick Start

🚀

Step 1: Setup

Install Claude & configure Atlas

📚

Step 2: Learn

Complete all 12 lessons

⚡

Step 3: Practice

Use the prompt library daily

🏆

Step 4: Certify

Pass quizzes & earn your badge

<\!-- ======================== SETUP GUIDE ======================== -->

Setup Guide

Follow these 5 steps to get Claude AI fully configured for D2 Design Co and Shingle Hero.

Step 1: Create Your Claude Account▸

Go to: claude.ai

Click "Sign Up" and use your D2 Design Co email address. We recommend the Pro plan ($20/month) for full access to Claude's best model.

Why Claude over ChatGPT? Claude excels at long-form business writing, nuanced reasoning, and following detailed instructions — exactly what you need for proposals, client communication, and strategic planning.

💡 Pro Tip: Bookmark claude.ai — you'll be using it multiple times per day once you're up to speed.

Step 2: Install the Claude Desktop App▸

Download the desktop app from claude.ai/download for your Mac or PC.

The desktop app gives you Cowork mode — this lets Claude directly read, create, and edit files on your computer. Think of it as giving your AI assistant a desk in your office.

Key advantage: With Cowork mode, Claude can create Word docs, spreadsheets, presentations, and PDFs right on your Desktop. No copy-pasting needed.

💡 Pro Tip: Pin the Claude app to your taskbar/dock so it's always one click away.

Step 3: Download & Install Your CLAUDE.md Config File▸

Your personalized config file (DUSTIN-CLAUDE.md) tells Claude who you are, what businesses you run, and how you like to work. It transforms generic Claude into "Atlas" — your personal AI Chief of Staff.

Installation steps:

  1. Download the CLAUDE.md file from the Downloads tab of this portal
  2. In the Claude desktop app, open Settings → Profile
  3. Look for "Custom Instructions" or "CLAUDE.md"
  4. Paste the entire contents of the file
  5. Save and restart Claude

Once installed, Claude will greet you as Dustin, understand D2 Design Co and Shingle Hero context, and follow your preferred communication style.

✅ Verification: After installing, ask Claude: "What's my name and what companies do I run?" If it knows, you're set.

Step 4: Enable Cowork Mode & Select a Folder▸

In the Claude desktop app, look for Cowork mode (it may appear as a toggle or option in settings).

When you start a Cowork session, Claude will ask you to select a folder on your computer. This is the folder Claude can read from and write to.

Recommended setup:

  1. Create a folder on your Desktop called "AI-Workspace"
  2. Select this folder when Cowork asks
  3. All files Claude creates will appear here

You can always change the folder later or select different folders for different projects.

💡 Pro Tip: Keep your AI-Workspace organized with subfolders like "Proposals", "Marketing", "Operations", etc.

Step 5: Run Your First Test Prompt▸

Time to make sure everything works. Open Claude and try this prompt:

Atlas, create a one-page project proposal for a residential roof rejuvenation job. Client: John Smith, 2,500 sq ft roof, moderate moss growth. Include pricing estimate based on Shingle Hero's standard rates and a professional summary of the process.

If Claude responds with a professional, well-formatted proposal that references Shingle Hero correctly — you're fully set up\!

✅ Success looks like: Claude addresses you as Dustin, references Shingle Hero and D2 Design Co naturally, and produces work you could actually send to a client.

<\!-- ======================== LESSONS ======================== -->

Lessons

12 hands-on lessons that take you from beginner to AI power user. Click any lesson to dive in.

💬
Lesson 1

Your First Conversation

Learn the basics of talking to Claude and getting useful results.

🎯
Lesson 2

Writing Clear Prompts

The #1 skill: how to tell Claude exactly what you want.

📝
Lesson 3

Proposals & Estimates

Generate professional client proposals in under 2 minutes.

📧
Lesson 4

Email & Client Comms

Draft emails, follow-ups, and responses that sound like you.

📱
Lesson 5

Social Media Content

Create posts, captions, and content calendars for your brands.

📊
Lesson 6

Business Analysis

Use Claude to analyze numbers, spot trends, and make decisions.

🎨
Lesson 7

Design Brief Writing

Create clear design briefs for D2 Design Co projects.

📋
Lesson 8

SOPs & Documentation

Build standard operating procedures your team can actually follow.

🤝
Lesson 9

Dealer Network Comms

Manage Shingle Hero dealer communications at scale.

📄
Lesson 10

Cowork File Creation

Have Claude create Word docs, spreadsheets, and presentations.

🔄
Lesson 11

Iteration & Refinement

How to give feedback and get Claude to improve its output.

🚀
Lesson 12

Advanced Workflows

Chain prompts, use projects, and build your AI-powered systems.

<\!-- LESSON MODALS --> <\!-- ======================== PROMPT LIBRARY ======================== -->

Prompt Library

28 ready-to-use prompts organized by category. Click "Copy" and paste directly into Claude.

🏠 Shingle Hero — Sales & Operations

Roof Inspection Report
Write a professional roof inspection report. Homeowner: [NAME]. Address: [ADDRESS]. Roof type: [ASPHALT/TILE/ETC]. Size: [SQ FT]. Issues found: [LIST]. Recommended treatment: [TREATMENT]. Include severity rating (1-10) and urgency recommendation.
Job Estimate
Create a detailed job estimate for a Shingle Hero roof rejuvenation. Client: [NAME]. Roof: [SIZE] sq ft. Condition: [DESCRIPTION]. Include: line-item breakdown, materials, labor, timeline, warranty terms, and total investment. Format it professionally enough to email directly.
Post-Treatment Follow-Up
Write a follow-up email to [NAME] whose Shingle Hero treatment was completed [TIMEFRAME] ago. Ask about satisfaction, remind them of warranty details, and ask for a Google review. Warm and appreciative tone.
Objection Handler
A potential customer said: "[THEIR OBJECTION — e.g., 'I'll just get a new roof' or 'That seems expensive']". Write a professional, non-pushy response that addresses their concern with facts about roof rejuvenation benefits, cost comparison, and ROI.
Dealer Territory Analysis
Analyze the market potential for a Shingle Hero dealer in [CITY/REGION]. Consider: population, number of homes with asphalt shingle roofs (estimate), average roof age, climate factors affecting roof degradation, competition, and estimated annual revenue potential.
Google Review Response
Write a response to this Google review for Shingle Hero: "[PASTE REVIEW]". If positive: thank them warmly and reinforce the value. If negative: acknowledge concern, apologize if warranted, and offer to make it right. Keep under 100 words. Professional and genuine.
Seasonal Campaign
Create a seasonal marketing campaign for Shingle Hero targeting [SPRING/SUMMER/FALL]. Include: campaign theme, 5 social media posts, 1 email blast, 1 door hanger concept, and a limited-time offer suggestion. Focus on urgency and seasonal relevance.

🎨 D2 Design Co — Creative & Client

Client Discovery Questions
Generate a comprehensive list of discovery questions for a new D2 Design Co client who needs [LOGO / WEBSITE / BRAND IDENTITY / MARKETING]. Organize by category: business understanding, target audience, aesthetic preferences, competitors, budget and timeline. Include 3-4 questions per category.
Project Scope Document
Create a project scope document for D2 Design Co. Client: [NAME]. Project: [DESCRIPTION]. Include: project objectives, deliverables with specifications, timeline with milestones, revision policy (2 rounds included), payment schedule, and out-of-scope items. Professional creative agency format.
Creative Direction Brief
Write a creative direction document for [PROJECT]. The client wants: [THEIR VISION]. Their brand personality is: [ADJECTIVES]. Target audience: [WHO]. Competitors for reference: [NAMES]. Outline the visual direction, mood, typography recommendations, and color palette rationale.
Project Update Email
Draft a project status update email to [CLIENT NAME] for the [PROJECT NAME] project. Current phase: [PHASE]. Completed: [WHAT'S DONE]. Next steps: [WHAT'S COMING]. Any blockers: [IF ANY]. Estimated completion: [DATE]. Keep it brief and reassuring.
Portfolio Case Study
Write a portfolio case study for D2 Design Co's website. Project: [NAME]. Client: [NAME]. Challenge: [PROBLEM]. Solution: [WHAT WE DID]. Results: [OUTCOMES]. Include sections: Overview, Challenge, Approach, Solution, Results. Professional creative agency voice.
Website Copy
Write website copy for [CLIENT]'s [PAGE — Home/About/Services/Contact]. Industry: [INDUSTRY]. Key message: [MAIN POINT]. Tone: [PROFESSIONAL/CASUAL/BOLD]. Include a compelling headline, subheadline, 3-4 body sections, and a call to action. SEO-friendly.
Brand Voice Guide
Create a brand voice guide for [CLIENT/BRAND]. They want to sound: [ADJECTIVES]. Their audience is: [WHO]. Include: voice characteristics (3-5 with examples), do's and don'ts, sample phrases, social media tone vs. formal communications tone, and words to use/avoid.

⚙️ Operations & Strategy

Weekly Planning
Help me plan my week. Here are my priorities: [LIST TOP 3-5]. Meetings scheduled: [LIST]. Deadlines: [LIST]. Create a day-by-day plan (Mon-Fri) that blocks time for deep work, meetings, and admin. Flag anything that looks overloaded.
Meeting Agenda
Create a meeting agenda. Meeting: [PURPOSE]. Attendees: [WHO]. Duration: [LENGTH]. Topics to cover: [LIST]. Include time allocations for each topic, desired outcomes, and action items template at the bottom.
Hiring Job Post
Write a job posting for [POSITION] at [Shingle Hero / D2 Design Co]. Location: [CITY]. Type: [FULL-TIME/PART-TIME/CONTRACT]. Key responsibilities: [LIST]. Required experience: [LIST]. Include company culture description and benefits. Post to Indeed/LinkedIn style.
Process Improvement
Analyze this business process and suggest improvements: [DESCRIBE CURRENT PROCESS]. Pain points: [WHAT'S NOT WORKING]. Goal: [WHAT IDEAL LOOKS LIKE]. Give me 5 specific, actionable improvements ranked by impact and ease of implementation.
Vendor Comparison
Help me compare these vendors/options: [LIST OPTIONS WITH DETAILS]. Criteria that matter: [PRICE, QUALITY, SPEED, SUPPORT, ETC]. Create a comparison matrix and give me a recommendation with reasoning.

🧠 Research & Learning

Market Research
Research the [INDUSTRY/MARKET] landscape. I need to understand: market size, key players, trends for the next 2-3 years, opportunities for a company like [OURS], and potential threats. Summarize in an executive brief format.
Explain Like I'm New
Explain [COMPLEX TOPIC] in simple terms. I'm not an expert in this area. Use analogies where helpful. Then give me: 3 key takeaways, 2 things I should watch out for, and 1 action I can take this week.
Decision Framework
I need to decide between: [OPTION A] and [OPTION B]. Context: [SITUATION]. Help me think through this with a pros/cons analysis, risk assessment, financial comparison if relevant, and your recommended decision with reasoning.
Competitive Intelligence
Analyze [COMPETITOR NAME] as a competitor to [Shingle Hero / D2 Design Co]. Based on publicly available information: what are their strengths, weaknesses, pricing strategy, marketing approach, and market position? How should we differentiate?
<\!-- ======================== QUIZZES ======================== -->

Quizzes

Test your knowledge. Score 80% or higher on all 3 quizzes to qualify for certification.

<\!-- QUIZ 1 -->
📝

Quiz 1: Claude Basics

Covers Lessons 1-4 — interface, prompts, proposals, emails.

<\!-- QUIZ 2 -->
📝

Quiz 2: Content & Analysis

Covers Lessons 5-8 — social media, analysis, design briefs, SOPs.

<\!-- QUIZ 3 -->
📝

Quiz 3: Advanced Skills

Covers Lessons 9-12 — dealers, Cowork, iteration, workflows.

<\!-- Quiz Container (shown when a quiz is active) --> <\!-- Quiz Results -->
<\!-- ======================== CERTIFICATION ======================== -->

Certification

Complete all requirements below to earn your Shingle Hero AI Academy certification badge.

Certification Requirements

○ Complete Claude setup (Account + Desktop App + CLAUDE.md)
○ Complete all 12 lessons
○ Pass Quiz 1 with 80% or higher
○ Pass Quiz 2 with 80% or higher
○ Pass Quiz 3 with 80% or higher
○ Use at least 5 prompts from the Prompt Library
Certification Progress 0 / 6
<\!-- Certificate (hidden until earned) -->
<\!-- ======================== GLOSSARY ======================== -->

Glossary

Key terms and concepts you'll encounter when working with AI.

AI (Artificial Intelligence) — Software that can perform tasks that typically require human intelligence, like writing, analysis, and problem-solving.
Atlas — Your personalized AI assistant name, configured through the CLAUDE.md file. Atlas = Claude + your business context.
CLAUDE.md — A configuration file that customizes Claude's behavior, giving it knowledge of your businesses, preferences, and communication style.
Claude — The AI model made by Anthropic that powers your assistant. Known for strong reasoning, long-form writing, and instruction following.
Context Window — The amount of text Claude can "see" in a single conversation. Larger context = Claude can reference more information at once.
Conversation — A single chat session with Claude. Claude remembers everything within one conversation but starts fresh in new ones.
Cowork Mode — A Claude Desktop feature that lets Claude read and write files directly on your computer. Essential for creating documents, spreadsheets, and presentations.
CRISP Framework — Context, Role, Instructions, Specifics, Purpose — a method for writing effective prompts.
Few-Shot Prompting — Giving Claude examples of what you want before asking it to produce something. "Here are 2 examples of good proposals. Now write one for this client."
Hallucination — When AI generates information that sounds confident but is factually incorrect. Always verify important facts, numbers, and claims.
Iteration — The process of refining Claude's output through follow-up messages. First draft → feedback → improved draft.
Jarvis Task Block — A structured automation instruction format used in your system for delegating repetitive tasks to automation tools.
LLM (Large Language Model) — The type of AI technology Claude is built on. It processes and generates human-like text based on patterns learned from training data.
MCP (Model Context Protocol) — A system that lets Claude connect to external tools and services like Slack, Google Drive, databases, etc.
Prompt — The message or instruction you give to Claude. Better prompts = better results.
Prompt Chaining — Breaking a complex task into multiple sequential prompts, where each builds on the previous result.
Prompt Engineering — The skill of crafting effective prompts to get the best possible output from AI. This entire training program is essentially prompt engineering.
Project (Claude) — A saved workspace in Claude where you can store custom instructions and documents that persist across conversations.
RAG (Retrieval-Augmented Generation) — A technique where AI retrieves relevant documents before generating a response, reducing hallucinations.
SOP (Standard Operating Procedure) — A documented step-by-step process for completing a task. Claude excels at creating these.
Sonny — Justin's AI Chief of Staff system. The coordinator that manages planning, research, and execution across businesses.
System Prompt — Background instructions given to Claude that shape its behavior. Your CLAUDE.md acts as a system prompt.
Temperature — A setting that controls how creative vs. predictable AI responses are. Higher = more creative, lower = more consistent.
Token — The basic unit AI uses to process text. Roughly 1 token = ¾ of a word. Limits on tokens determine how much Claude can read and write.
<\!-- ======================== DOWNLOADS ======================== -->

Downloads

Download your configuration files and training materials.

⚙️

DUSTIN-CLAUDE.md

Your personalized AI config file. Install this in Claude to activate Atlas.

📘

Training Guide (.docx)

The complete AI training guide as a Word document for offline reference.

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