Stop chatting with AI. Give it a brain.

It all runs in Claude Code. Despite the name, you never write code. You ask in plain English, by typing or talking.

Once it's set up, you just ask

Your business

1. 1What does your business do?Two sentences, the way you'd explain it to a neighbor.
2. 2What do you sell, and roughly what does it cost?Your main services or products, with prices or ranges.
3. 3Why do customers pick you over the competitor down the street?What do they say when they recommend you?

Your customers

1. 4Who's your best customer?Think of a real one: what they do, what they worry about, why they came to you.
2. 5What do customers ask you every single week?Write each question and the answer you always give.
3. 6What happens when a new customer reaches out?Walk through it, from the first message to getting paid.

How you sound

1. 7How do you talk to customers?Formal or relaxed? Short or warm? English, Spanish or both?
2. 8Find two or three messages that sound exactly like you.Real emails or texts you've sent. They teach it your voice faster than any description.
3. 9Which words do you always use, and which do you never want to see?For example: you say "clients," never "customers." No exclamation points.

How things work

1. 10Who's on your team, and who handles what?First names and roles are enough.
2. 11Which tools do you use every day?Email, calendar, accounting, a CRM, WhatsApp, your industry software. These are the ones you'll connect.
3. 12Which seasons, deadlines or dates matter every year?Busy months, slow months, the dates you can't miss.

Your rules and goals

1. 13What should AI never say or do on your behalf?For example: promise a discount, give legal or tax advice, send anything without your OK.
2. 14What are you trying to get done this year?More clients, fewer hours, a new service, hiring. Whatever is true.
3. 15Which task do you hate most?The one you keep putting off. It's usually the first thing your brain should take over.

Leave these out: Social Security numbers, bank and card details, passwords, and private details about specific clients. Your main file explains how your business works, not anyone's personal information.

1. 1

   Get Claude and the desktop app

   A paid Claude plan (Pro is enough to start) and the Claude desktop app on your computer. Claude Code lives inside it.

   On your own
2. 2

   Create your business folder

   Make one folder for your business and open it in Claude Code. This folder becomes your brain.

   On your own
3. 3

   Write your main file

   Have your homework answers ready, then paste this into Claude Code. It interviews you and writes the file for you.

   Interview me about my business, one question at a time, and wait for each answer. I have my answers to these questions ready: what I sell and what it costs, who my customers are, what they ask most, how I talk to them, my team, my tools, my yearly dates, what you should never do on my behalf, and my goals. When we're done, write everything into a CLAUDE.md file in this folder, in plain English.

   Copy
   On your own
4. 4

   Connect your tools

   Each tool connects differently, with its own sign-in, permissions and settings. Some, like QuickBooks, need a developer account and a few technical steps. This is where most people stop.

   Together
5. 5

   Set up memory and the rules

   What it should remember, what it can touch, and what it should never send or change without asking you. Getting this right is what makes it safe to use every day.

   Together
6. 6

   Put it to work

   Your first two tools running the same day, like a weekly report of your numbers, plus a plain-English walk-through of what runs on your computer and what should run online by itself.

   Together

Steps 4 to 6 are the AI Jumpstart. We do them with you over Zoom in 2–3 hours, and if you haven't done steps 1 to 3 yet, we do those too. You leave with the whole brain set up, connected and working, a written playbook, and 14 days of support.