Stop training a new AI every morning. Onboard Claude.

Every chat starts from zero. This course is the setup that ends that. I have spent three years building AI into businesses that drive millions of dollars a month, and this is that work sized for one owner: one sitting, no code, and Claude Cowork comes out of it working like an employee you already trained.

Join the communityIt is free to join, and the setup course is inside.
The Cowork robot at a laptop with a coffee mug
No code About 30 minutes to set up Mac and Windows 12 modules, 53 lessons Four ready-made agents

Here is what happens right now

Every new chat opens with you typing in the same background you typed in last week. Here are the four ways that shows up.

01

You explain the business every single time

It has never heard of your customers or your prices.

02

You get a template instead of a reply

You ask for one email and it hands you three versions with blanks to fill in.

03

It does not sound like you

The opener is stiff and the sign-off is a placeholder.

04

It forgets what you corrected

You fix something on Tuesday. On Thursday, in a new chat, it makes the same mistake.

A blank chat is a new hire on their first day, every single day, and nobody would run a business like that.

Give it what a trained employee has

A good hire gets six things on day one. The course gives each one a home inside Cowork. Each window is what that thing looks like inside a finished setup.

A handbook

In Cowork this is your instructions and RULES.md.

An office with files

In Cowork this is your working folder.

Training

In Cowork these are skills.

Memory

In Cowork this is the three kinds of memory.

Tools and access

In Cowork these are connectors and approvals.

A manager who checks the work

In Cowork these are the two gates.
Join the communityWhen you correct it, you paste one line and the correction becomes a rule it reads next time.

The work it hands back

This is what a finished setup puts on your desk. Four real screenshots from the test business: every one is a draft waiting for your read, nothing was sent, and every missing fact says TODO instead of a guess.

Lead follow-up: a draft per waiting lead, in Dana's voice, with the two things to check before anything goes out
Lead follow-up: a draft per waiting lead, in Dana's voice, with the two things to check before anything goes out
Inbound replies: money and complaints first, a draft for each, missing facts marked TODO instead of guessed
Inbound replies: money and complaints first, a draft for each, missing facts marked TODO instead of guessed
Proposal writer: a call note turned into a one-page quote file, with the prices Dana has not set left for her
Proposal writer: a call note turned into a one-page quote file, with the prices Dana has not set left for her
Weekly numbers: this week beside last week, the source named, test records called out and left out
Weekly numbers: this week beside last week, the source named, test records called out and left out

All four came from practice runs on Northline Landscaping, the made-up business we built for the course. They are not customer results.

Then hand it the jobs. Four agents come ready.

An agent is one job handed to Claude for good: it runs on a schedule, drafts in your voice, and sends nothing without your click. Four come with the course, and you see all of them on one screen inside your own Claude.

The Your AI team screen inside Claude: four agents, each with its job, when it runs, what it reads, and Run now, Practice run and What it does buttons
The Your AI team screen inside Claude, right after the four agents were installed on Northline Landscaping, the made-up business we use for tests.
01

Lead follow-up

Weekday mornings

Finds every lead and open quote waiting on you and drafts one follow-up each, in your voice, money and deadlines first.

02

Inbound replies

Weekday mornings

Reads the new customer messages and drafts a reply to each one, with TODO where a fact is missing instead of a guess.

03

Proposal writer

When you ask

Turns a call note or an email thread into a finished quote in your format, with the prices from your offers file, saved as a file.

04

Weekly numbers

Fridays

Pulls the week's numbers from the records, this week beside last week, window and filter stated, test records left out.

Join the communityEvery agent drafts. You send. Install one or all four with one command, and build your own the same way.

How the setup happens

You do not write any code. You install the plugin, answer its questions, and it builds the folder, the rule files, and the skills for you. Then you install the agents.

01

Set up the app

Install the Claude desktop app, make one folder, and connect one tool you use every day.

About ten minutes
02

Install the plugin

One file, uploaded once. It asks you thirteen questions as tap cards, one at a time, and then it builds your setup.

Ten to fifteen minutes
03

Run your first job

Hand it one real task from your own week and read what comes back.

You see the difference in about five minutes
Join the communityThe plugin is in lesson 10.2, and the whole 30-minute path is five lessons.

What you get to keep

Everything you build stays on your own computer as files you can open.

onboard-claude.plugin
The pluginThe setup, the four agents and the Your AI team screen, in one file you install once.
setup-prompt.txt
The paste-in setup promptThe same setup as a paste, for anyone who would rather not install a plugin.
folder-template.zip
The folder templateEvery rule file is in it, ready for you to fill in.
skills/
Eight skills, ready to installTwo gates that check every job, and six skills for the jobs themselves.
Onboard-Claude-kit.zip
Every card, checklist, and promptThe whole course comes in one download.
scheduled-task-prompts/
Five scheduled task promptsRecurring jobs you write once and run every week.
examples/
Two finished example setupsA coach and a bookkeeper, both finished, so you can compare yours.

Look inside

These are real pages from the course. Every lesson gives you one step to do, and most come with a download.

Lesson 0.1, the six things a trained employee has
Lesson 0.1, the six things a trained employee has
Lesson 0.3, the 30-minute path and the weekend path
Lesson 0.3, the 30-minute path and the weekend path
Lesson 4.2, the two gates that check every job
Lesson 4.2, the two gates that check every job
Lesson 4.5, the six job skills
Lesson 4.5, the six job skills
Lesson 5.2, the correction loop
Lesson 5.2, the correction loop
Lesson 10.4, what is in the kit
Lesson 10.4, what is in the kit

Twelve modules, 53 short lessons

The 30-minute path is five lessons and gets your setup built. The weekend path takes about six hours.

  • 0Start here
  • 1Install and first run
  • 2Your instructions
  • 3Your project folder
  • 4Skills
  • 5Memory
  • 6Tools and access
  • 7Day to day
  • 8Scheduled tasks and artifacts
  • 9Keeping it sharp
  • 10The setup prompt
  • 11Operator layer, optional

This is for you if

  • You own or run a small business, on your own or with a small team
  • You already use AI for work and you are tired of starting over every time
  • You want files you can open, written in your voice, and checked before they reach you
  • You can give it one sitting now and fifteen minutes a week after that

This is not for you if

  • You want a list of prompts and nothing more
  • You want a tool that runs the business for you
  • You are not going to maintain what you build

What you need

A paid Claude plan (Pro or above) The Claude desktop app, on Mac or Windows One tool you use every day, like your email or your calendar 30 minutes for the short path, or a weekend for all of it

Who made this

I'm Chad. I started Customer Journey Creation, and I've spent 18 years working with small businesses. The last three years I went all in on AI, building it into businesses that drive millions of dollars a month. This course is how to build a Claude Cowork setup like the ones I build for them.
Chad Garrison, Customer Journey Creation

Questions people ask

Do I need to code?

No. Nothing in the course needs code. Module 11 has two optional scripts, and Claude runs those itself.

Does it work on Windows?

Yes. One feature, recording a skill from your screen, is Mac only right now, and the course says so where it comes up.

Is there video?

No. The lessons are written, with screenshots, pictures, and downloads. You read a lesson, do the step it gives you, and move to the next one.

What if Cowork changes?

The app changes often. Every click path in the course was checked against the app and Claude's help center in September 2026, and the ideas still hold when a button moves.

Is this the same as your done-for-you service?

No. Customer Journey Creation builds AI systems for businesses that have a team. This is the do-it-yourself version for one owner or a small team. You onboard it yourself, the way you would a new hire, and you keep everything it builds.

What is the Your AI team screen?

A page inside your own Claude that lists every agent and routine you have, what each one does, and when it last ran, with a Run now button on each. The plugin adds it. Nothing runs on anyone else's computer, and nothing is sent without your click.

How long until it pays off?

You measure it on your own business, not on a promise. Lesson 7.5 has you hand the finished setup one real job from your week and read what comes back, the day you finish. After that, every job you hand off is time back every week.

Is there a live call?

Yes. Premium members meet on a live Q&A call once a month, the first Wednesday at 12:00 pm Phoenix. Bring your questions about your setup or the course and we work through them together.

What if it does not work for me?

Premium comes with a 30-day money-back guarantee. If you build the setup and it is not doing real work for you in the first 30 days, say so and you get your money back.

What happens after I tap Join?

You answer three short questions and I let you in, free. Every member gets the community and two short free courses: Pick the Right Claude, 45 minutes on which model and effort level to use, and See the Finished Setup, three lessons on what the four agents hand back. Onboard Claude, the course that builds the setup, is the Premium tier inside the community, and you upgrade the day you want to build.

Ready to onboard Claude?

Tap Join, answer three short questions, and I let you in. Joining is free, the setup course is inside, and Premium carries a 30-day money-back guarantee.

Join the community
Join the community