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Claude Basics: Guided Setup · You learn it

New to Claude? Let's set it up together.

New to Claude and not sure where to start? In two sessions, I'll teach you the basics and set Claude up with you, so you can keep going on your own.

Price
$795one-time
Your time
3½ hours2 sessions: 2 hours + 90 minutes
Timeline
1–2 weeksstart to written guide
What you'll set up

Your Claude, set up your way.

  • Your instructionsTell Claude about you, your business and how you like to work, so every chat starts from there.
  • MemoryTurn it on, and learn what Claude remembers between chats and how to change it.
  • A first projectA space for one part of your business, with its own files and instructions, so you don't repeat yourself.
  • A scheduled briefA short summary that runs on a schedule you choose, like a look at your week every Monday.
  • ConnectionsLink the tools you already use, like your email, calendar or Google Drive, so Claude can work with them.
  • A first skillA saved set of steps for something you do often, so Claude does it your way each time.

It sounds intimidating, but it's actually not as complicated as it seems.

What's included

Hands-on learning, with me beside you.

You click, I guide. This is hands-on learning time: you leave able to use Claude on your own.

01

Session 1 · 2 hours

You sign in, share your screen and start setting up your own Claude account, with me guiding each step.

02

Session 2 · 90 minutes

On a different day, we pick up where we left off, finish your setup and practice using it, so it feels like yours.

03

A written guide

Everything we set up, written down for you within 3 business days of Session 2, so you can refer back to it.

04

One follow-up exchange

One email back and forth within 7 days, for the questions that come up once you're using it.

Guided or done-for-you?

Claude BasicsDone-for-you
Who does the workYou click, I guideI build, then hand it over
Best forOwners who want to learn ClaudeOwners who want one problem solved
You leave withClaude set up for you, plus the skills to keep goingOne finished, tested system for one problem
Your time2 sessions: 2 hours + 90 minutesUnder 2 hours, across 2 calls

You never need Claude Basics before a done-for-you package. See Inbox, Social Media and Newsletter or One-Task.

Not included

  • Me building a system for you. That's what the done-for-you packages are for.
  • A business reference or a tested system
  • Extra sessions (a Claude Tune-Up is $150)
  • Your Claude subscription, which is billed to you directly
How it works

3½ hours of your time.

Two sessions on different days, then a written guide to keep.

Step 1 · a few minutes

You buy and book

Pay securely by card, then pick a time for Session 1 right away. Not sure yet? Book a free 30-minute call first.

Step 2 · 2 hours

Session 1

You share your screen and set up your own account while I guide you, one step at a time.

Step 3 · 90 minutes

Session 2

On a different day, we finish your setup and practice together, so you leave able to use Claude on your own.

Step 4 · within 3 business days

Your written guide

Everything we set up, written down so you can refer back to it whenever you need.

Step 5 · within 7 days

One follow-up

One email exchange for the questions that come up once you're using it on your own.

Why I teach this

I learned it on the job.

I spent more than 25 years in corporate. When my company rolled out AI, I was one of the first to become an AI Champion, then a Claude AI Champion: learning the tools, automating and building systems.

I totally understand the hesitation. My goal is to make you comfortable with AI, help you not be afraid of it and show you how to use it ethically in your business.

Price
$795one-time
  • Paid in full when you buy. Then you pick a time for Session 1 right away.
  • Change your mind? You get a full refund any time before Session 1 starts.
  • Your Claude subscription (Pro or higher) is billed to you directly by Anthropic.
  • Want more time later? A Claude Tune-Up is $150: up to 45 minutes together, plus a short summary.
Buy now · $795 →
Beginner questions

Good questions to ask first.

Don't see yours? Bring it to the free brainstorm, or read all my questions and answers.

Do I need any experience with Claude?+

No. Claude Basics is for owners who are new to Claude. If you can share your screen, you can do this. I guide every step, and you set it up yourself, so it makes sense to you.

Can I talk to you before I buy?+

Yes. If you're not sure Claude Basics is right for you, book a free 30-minute call and we'll talk it through. If you already know, buy now and pick your Session 1 time.

What if I change my mind?+

You get a full refund any time before Session 1 starts. Just email me.

What will I need?+

Claude Pro or higher, the Claude desktop app, Google Chrome and screen sharing. If you don't have Claude Pro yet, we'll sort that out together before Session 1.

Will you build anything for me?+

Not in this package, and that's on purpose. You do the clicking and I guide, so you leave knowing how it works. If you'd rather have a system built for you, that's what the done-for-you packages are for.

Do I need this before a done-for-you package?+

No. You never need Claude Basics before a done-for-you package. It's for owners who want to learn Claude themselves.

What if I have questions afterward?+

You get a written guide within 3 business days of Session 2, plus one follow-up email exchange within 7 days. After that, a Claude Tune-Up is $150 if you'd like more time together.

Will AI send things without me?+

No. AI drafts, and you decide what goes out. Email drafts wait for you, nothing sends automatically, and nothing touches money on its own.

Is my business information safe with you?+

Before I receive any access, we sign confidentiality and access terms. I prefer it that way, because it protects us both. I never ask for your password: you sign in, and we work together on a screenshare.

For firms that handle sensitive client information, like tax or financial records, we also agree in writing what the setup may access and what it must skip, before anything is connected.

Can my team use it too?+

Each package is set up for one person in one Claude account. You're welcome to share what you learn with your team. Setting it up for other people, or having them join our calls, is quoted separately.

Your next step

Ready when you are.

Buy now · $795 →

Have questions first? Book a free 30-minute call, take the 1-minute quiz or compare all packages.