Before we begin

A 10-minute head start.

About 10 minutes, one week before our session. No prep stress, no right answers. It gets your setup squared away and tells me where you are, so our time together goes straight to what matters.

Step 1

Who you are.

So I can tailor the session to you.

Full name * Email *

Organization name * Role and team *

Step 2

Get ready.

Do these before session day, then check each one off. This is how we lose zero session time to setup.

What computer and operating system are you using? *Mac: Apple menu, then About This Mac. PC: Start menu, then search "About your PC". Claude account status *

Cowork is installed and I've opened it at least onceSign 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. I've tested screen sharing in Google MeetStart 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. I know the session is transcribedWe use Granola to transcribe so you get personalized takeaways afterward. It stays within your engagement.

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

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

Step 3

Your work.

What do you own day to day? One or two sentences. * The 3 to 5 tasks that eat the most time in a typical week * Which AI tools have you tried, and what for? * 2 to 3 tasks you'd want automated and running on their own *Bring candidates. We'll pick the best one together in session. What does success look like 30 days after our session? *Not a sales question. It calibrates what we build so it sticks.

Step 4

Place yourself on the map.

Our framework is CHART: five blocks from getting set up to running the whole thing. Tap what's already true for you. Honest, just for orientation. We'll confirm it together in session.

Got it

You're set. See you soon.

Thanks for the head start. I'll have what I need to make our time count.