Before We Begin

Your 5-10 minute head start.

Mostly quick, one-word answers. It gets your setup squared away and tells me what you want to build, so our three hours together go straight to work.

Step 1

Get ready.

Do these before session day, then check them off in the form below. This is how we lose zero session time to setup.

Cowork installed and opened at least once. Sign in to the Claude desktop app and start one task with the Cowork toggle on. If sign-in fails on a work account, request access from IT now, not on session day.
Screen sharing tested. Start an empty meeting, share your screen for a moment, stop. Mac: allow screen recording under System Settings, Privacy & Security, if prompted. PC: allow when Windows asks.
Know the session is transcribed. We use Granola to transcribe so you get personalized takeaways afterward. It stays within your engagement.

Session day: strong wifi, close what you don't need, and assume your screen will be shared.

Step 2

Your work.

So I can tailor the session to you and the workflow you actually want built.

Name

Organization

Role and team

What computer and operating system are you using? (Mac: Apple menu > About This Mac. PC: Start menu > About your PC.)

Have you used Claude Cowork before?

Yes, I've used it

No, not yet

Cowork is installed and I've opened it at least once

I've tested screen sharing in the meeting app for this session (Meet/Teams/Zoom)

I understand this session is transcribed (Granola) to produce personalized takeaways

Any IT restrictions or sensitive-data rules I should know about?

Which other AI tools have you tried, and what for? (ChatGPT, Claude Chat, Claude Code, Gemini, Copilot, Perplexity, other)

If you could walk out of our session with ONE repetitive or tedious task automated and running on its own, what would it be? Bring 2-3 candidates — we'll pick the best one together.

Are you bringing a teammate to observe? If yes, their name and role.

What does success look like 30 days after our session?

Your answers go to Max so she can build the session around your real work.

Your 5-10 minute head start.

Get ready.

Your work.

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