Here’s what happens to almost every coach once Claude starts doing real work for them. It’s so good at finding problems and so good at working on its own that you start launching more and more. A program build here. An email sequence there. A cleanup job in the background.
And you should. Let it go work for you.
But if you don’t stay organized, you’ll end the day with a sidebar full of untitled chats, no idea which one was waiting on you, and a brain that’s fried from hunting. Claude prints out a lot of text you have to read and make decisions on. Staying organized protects your mental bandwidth for the decisions that actually matter.
So here are my best practices for keeping it clean, doing more at once, and then the part that still blows my mind: running it all from your phone.
Keep your sidebar tidy
Four habits. That’s it.
Rename. Give every conversation that matters a name you’d search for later, like “March program build.” Click the three dots on the chat and choose rename, or type /rename once the conversation is underway.
Pin. Keep the conversations and artifacts you use every day at the top. Your weekly check-ins, your content planner, whatever you open daily.
Group. Click the filter icon and choose how to group your chats:
- By folder: which folder you launched the chat from. I run two businesses, so this matters for me. You’ll probably work in one workspace, and I’d encourage that. Get one workspace dialed in first.
- By date: “What was that thing I worked on yesterday but didn’t touch today?” Today, yesterday, older.
- By state: what’s done versus what’s still in process or waiting on you.
- Custom groups: my favorite. Make your own sections, like “Client check-ins,” “New onboarding,” “Content.” I use these all the time.
Archive. Done with it? Archive it. It’s out of the way but not deleted, so you can find it again. If a chat is pure junk, sure, delete it. But if I did any real work in a thread, I archive it. Always.
Start narrow. It’s easier to start with a few groups and split them later than to build a giant system on day one.
Read the sidebar at a glance
Each conversation shows what it’s doing with a little status dot. When one is lit up because it needs your input or your approval, go check on it. It’s waiting for you. When it’s working or has an unread response, you’ll see that too. Idle or done ones fade back.
You’ll also get notifications on your computer when Claude is waiting on you. Click one and it opens the chat.
Do more than one thing at once
Fork instead of drifting. If a conversation wanders from one project into another, don’t keep piling on. Go back to the message where it split and fork from there. Rename each branch so you know which is which. One long thread covering three projects means context rot, wasted tokens and a more confusing day for you.
Ask a side question. Type /btw and ask a quick question, like what a word means, without cluttering the main job. You can also highlight text and start a side chat. Side chats answer questions. They don’t take actions in the main thread. When you want Claude to actually go do something, reply in the main thread.
Send now, or queue it. Press Enter to send now, or Cmd+Enter (Ctrl+Enter on Windows) to add it to the queue. You no longer have to wait for Claude to finish before you send the next message. Praise God. You have two options. Send it right away, and Claude takes it into account while it’s working. Use that when you see it heading the wrong way, like using the wrong brand kit or looking in the wrong folder, and you want it to pivot on the spot. Or add it to the queue, and Claude gets to it when it’s done. Use that for “after you’re done with that, also do this.” Don’t interrupt a good job in progress.
Side by side. If you’ll be working on something all day, give it its own window. Click the three dots, choose open in, then new window. Build a program on the left, write the welcome email on the right. No more flipping back and forth.
Run Claude Code from your phone
This is the part that’s just bananas. I filmed this section of the video on my phone.
Remote Control lets your phone drive the Claude Code session that’s running on your computer. Your computer still does the work, with all your files, your skills and your command-line tools. The phone is just the remote.
Here’s how:
- Check it’s on. In the desktop app, go to Settings, then Claude Code. It’s on for new sessions by default.
- Open the Claude app on your phone and tap Code.
- Pick the same session you left open on your computer. Same conversation, same folder, right where you left off.
- Type or dictate your next ask. It runs on your computer. You watch it happen on your phone.
So I can start something, head to the gym, and give Claude a couple of prompts between sets to keep it moving. Coffee shop, school pickup, wherever.
One catch: your computer has to be on and awake. A laptop asleep in your bag isn’t working for you. A computer at home that stays on is.
And quick note, because people ask. There’s also a feature called Dispatch for handing off tasks from your phone. It’s more limited. Claude Code is the Ferrari. If you know how to drive this, roll with it.
Let it work overnight
Two more for when you’re ready:
Routines. Jobs that run on a schedule. “Every morning at 6 a.m., process my email, organize anything from clients, notify me about this, draft a reply for that.” In the sidebar, open Routines, then New routine, and pick whether it runs on your computer or in the cloud.
Continue in the cloud. Click the three dots on a chat, choose open in, then cloud. Now it keeps going even if you shut your machine off. It won’t have the stuff that’s only on your computer, but it’ll keep working.
My setup: a Mac mini that stays on and runs routines and big cleanup jobs overnight. I wake up, run my morning routine, sync my conversations, read the reports and make my decisions. My laptop works off it remotely, so nothing stops when I close the lid.
Do this today
- Rename every conversation you’re actively working in.
- Make three custom groups that match how you think about your business.
- Pin the one conversation you open every day.
- Archive everything else that’s finished.
- Check Remote Control is on in Settings, then open the Claude app on your phone, tap Code and send one message to a session on your computer.
Crawl before you walk. Get the sidebar clean this week. Next week, try a routine.
Get the cheat sheet and watch the full video
The Stay Organized cheat sheet, with every one of these steps, is in the Coach Packet in the free guide at thefmm.click/guide. You also get the Skills Kit, including Sync Conversations, the skill I run every morning to save my conversations as searchable files.
Watch the full video: Claude Code for Trainerize Coaches, the complete walkthrough
New here? Start with Trainerize AI: what it does and what it still can’t do, then come back to this one.
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