Set Up Claude Like An Operator.
Most people use Claude as a smarter search box. A configured account is something else entirely — it knows your business, reaches your actual tools, and runs your recurring work on procedures you defined once. This is the setup, and an assistant that installs it with you.
The Difference Isn't The Model. It's The Configuration.
Two people use the same Claude. One re-explains their business every conversation, gets confidently wrong answers about their own numbers, and watches quality quietly drop in long sessions. The other has an account that already knows the context, pulls live data instead of guessing, and produces the same report the same way every week.
Nothing separates them but setup — and setup is learnable in an afternoon, or expensively, over months, by making every mistake yourself.
A Guide, And Something That Does It With You.
The Field Guide
Six phases, in dependency order, with the reasoning behind each. Twelve-minute read covering preferences, memory, connectors, projects, skills, and the operating discipline that keeps it from rotting. Yours as a formatted document to keep.
The Setup Assistant
An installable skill. One click to add, then say "set me up" and Claude interviews you about your actual work and generates your configuration from your answers — not a template you fill in yourself.
Two Starter Skills
A report skill template built around your own recurring deliverable, and a session handoff skill that carries long work into a fresh conversation without losing the thread. Both install directly.
The Project Bootstrap
A prompt that interviews you per client and outputs finished project instructions in a fixed schema. Build one project properly, then run this for the rest. Minutes each instead of an hour.
One Afternoon, In Six Phases.
The assistant works through these with you, one at a time, and confirms each is installed before moving to the next. Stop anywhere — it hands you a state block to resume from later.
Surfaces
Where you work, and how to choose before you start typing.
Preferences
Global rules built from failures you've actually hit — plus the guards that have to be in place before you hit them.
Memory
Seeding durable facts deliberately, instead of hoping they accumulate.
Connectors
Live access to your tools, with explicit roles so the same request never gets handled two different ways.
Projects
One per client or domain, with instructions filled from a schema that holds up across a whole portfolio.
Skills
Your first recurring deliverable, encoded once and running the same way every time.
Built For People With More Work Than Hours.
This is for you if:
- You run multiple clients, projects, or areas and re-explain context constantly
- You're coming from ChatGPT and want a setup that actually holds
- You're new to AI and would rather start correctly than unlearn habits later
- You produce the same kind of work repeatedly and want it systematized
- You'd rather spend an afternoon once than months figuring it out piecemeal
This isn't for you if:
- You use Claude casually and it already does what you need
- You want automation that runs without you in the loop
- You're looking for prompt templates rather than account configuration
- You want someone to do it for you rather than with you
Learned Running Real Accounts.
This isn't a summary of documentation. It came out of building AOS — an operating system that runs eight live client ad accounts through an AI agent layer, pulling from Google, Meta, and GA4 daily and surfacing decisions for approval.
Everything in here was learned the expensive way: which boundaries can't be crossed when an agent touches money, why long sessions have to announce their own degradation, and why a setup that isn't written down gets handled differently on Tuesday than it was on Monday.
Anyone can list Claude's features. This is what holds up when real accounts depend on it.
An Afternoon Now, Or Months Later.
Instant access to the guide, the setup assistant, and both starter skills. Updates included as Claude changes.