Claude Setup

Claude set up for your business, done with you in three sessions.

Claude Setup is a service we do with you, for small businesses tired of explaining their business to Claude again. In three live online sessions over about two weeks, we choose your Claude plan and set the privacy settings. Then we build one business Project, three Skills and one connector. It costs $1,250. The first 5 clients pay $950. It starts with a free 15 minute call to scope the work.

What’s included

  • Plan choice. The right Claude plan for how your business will use it.
  • Privacy settings. Set for your plan, with a plain list of what Claude can and can’t see.
  • One business Project. Loaded with your services, prices, policies and tone, so answers start from your facts.
  • Three Skills. Repeatable steps for three jobs you do every week, such as quotes, recaps or reports.
  • One connector. Claude linked to one tool you already use, such as your email or file storage.
  • A one page guide. For you and anyone else who will use it.

How the two weeks go

  1. Session 1

    Plan and privacy

    We pick the plan, set the privacy settings, and list the three jobs your Skills will handle.

  2. Session 2

    Project and Skills

    We build your business Project and the three Skills, testing each on real work.

  3. Session 3

    Connector and team guide

    We connect one tool, walk your team through the guide, and fix anything that felt off.

What you leave with

  • A working Project

    Your business facts in one place, so Claude’s answers start from them.

  • Three Skills installed

    Three weekly jobs, each started with one short request.

  • A one page guide for your team

    What each Skill does and how to use it, in plain words.

Privacy and your data

Worried about client data? We set this up first, before any files go in. Every Claude plan has its own privacy and data settings, and they change from time to time. We read the current settings for your plan together and set them on purpose.

What Claude can see

  • The chats you have with it
  • Files you upload or add to a Project
  • The one tool you choose to connect

What it can’t

  • Files you haven’t shared with it
  • Apps you haven’t connected
  • Anything in another person’s account

Prices

Setup is paid once. Your business changes, and Claude changes too. Keep It Working keeps your setup current, if you want it.

  • Keep It Working

    $175 a month

    Optional, after setup

    • A monthly session to tune your setup
    • New Skills as your needs change
    • Settings checked when Claude changes

Founding client price: $950

Regular price: $1,250.

For the first 5 Setup clients who book by December 31, 2026.

After 5 clients or after that date, the price is $1,250.

Spots taken so far: 0 of 5.

Prices in US dollars. Setup is invoiced after the scoping call. All prices

Questions people ask

Which plan should I be on?
That’s the first thing we decide together, based on how many people use Claude and what they need it for. You don’t need to buy anything before the scoping call.
How does paying work?
After the scoping call you get an invoice for the setup. Keep It Working is $175 a month and is separate. You can add it when setup is done.
How long does it take?
Three live sessions over about two weeks. Each session is online, and the work happens in your own Claude account.
Do my staff need to be there?
Only you for the first two sessions. Bring anyone who will use Claude to the last one, where we walk through the team guide.
Can Claude see all my files?
No. Claude sees what you give it: the chats, files and connected apps you choose. We go through that list together so you know exactly what it can reach.