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Sep 19 •
Start here: onboard Claude, then hand it your first job
Welcome. This community is about one thing: getting Claude Cowork to work like a trained employee instead of a new hire you re-explain everything to every chat. Here is how to get going. 1. Grab the free rules file first. Open the Classroom and take Give Claude Your Rules, two short lessons, about 15 minutes. You fill in a few blanks, paste one file into Claude, and every chat follows your rules from then on. Every member has it. 2. See what you are building. Take See the Finished Setup, three short lessons, about ten minutes: the four agents with what each one hands back, and the office they run on. Then Pick the Right Claude settles which model and effort level to use for each job. Both are free. 3. Post once under General discussion: what your business does, and the one job you would hand a trained employee first. That is the job we point your setup at. 4. When you want the setup, upgrade to Premium and take the 30-minute path in Onboard Claude. Lessons 1.1 and 1.2 install Cowork and make your folder. Lesson 10.1 makes the project and connects one tool. Lesson 10.2 installs the plugin: it asks you 13 questions as tap cards, then builds your folder, your rule files and eight skills (the paste-in prompt is there too, if you would rather not install a plugin). Lesson 10.3 is the three things left after it runs, and 10.5 is what to do once you are done. Then Hand Claude Four Jobs installs the four agents, lead follow-up, inbound replies, a proposal writer and weekly numbers, each one drafting in your voice and sending nothing without your click. Premium comes with a live call every month and a 30-day money-back guarantee: build the setup, and if it is not running for you inside 30 days, ask and you get your money back. 5. Post what your agents hand back under Wins, with client names, prices, and anything private blacked out. It shows the next owner what a handoff looks like, and it is where we fix anything that came back wrong. 6. Come back for the middle modules when you want to understand what got built. Each lesson is short, and most have a download you can keep.
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1h •
The live Q&A is tomorrow, so drop your questions here
The monthly live Q&A call for Premium members is tomorrow, Wednesday, at 12:00 pm Phoenix time, and the questions in this thread go first. Post what you want answered. It could be a job you cannot get right, a skill that will not fire, a file you are not sure how to write, or the step in the setup where you stalled. Nothing is too small. The questions members ask are the best map of what the lessons should teach next. What do you want answered on the call?
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1d •
From call note to finished proposal
The proposal writer is the third ready-made agent. You hand it a call note, an email thread, or a few lines about the job, and it hands back a finished proposal in your format, with the prices pulled from your offers file, saved as a file you can send. The prices are the part that matters. The agent does not guess numbers or remember what you charged in March. It reads the one file where your prices live, so the quote is right on the day it goes out. How long does a proposal take you by hand today?
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2d •
What did Claude get wrong this week?
This thread is for misses, because misses are where the setup improves. Say what you asked for and what came back wrong. Then send Claude this: Save that as a rule. Put it in the file that owns it. Write it in one line, in plain words. Tell me where you saved it. The correction you make once becomes a rule Claude follows from then on, and the same miss stops coming back. What was your miss this week, and did it become a rule?
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3d •
The agent that reads your inbox before you do
Inbound replies is the second ready-made agent. On its schedule it reads the new customer messages and drafts a reply to each one in your voice, with money, complaints and deadlines sorted to the top. You open your inbox to finished drafts instead of a pile of unread mail. You change what needs changing and you hit send. Nothing goes out without your click. The sorting matters as much as the drafting, because the message that costs you a customer is usually the one that sat unread for three days. What sits in your inbox the longest right now?
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Build your AI team in Claude and onboard it like staff: your rules, your voice, your prices, and jobs that run on a schedule. Free to join.
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