Own Hours · A few questions before your setup

I need a few practical things from you so I know what we are working with. About 10 minutes, short answers are fine.

1. You

Your full name, and what I should call you * Your email address *Where I can reach you. Your WhatsApp number (optional)With the country code, if you'd like us to coordinate there. Otherwise I'll use email. Which city you live in * What you do, in two or three sentences *

How are you with technology? *No wrong answer, it just tells me how to set things up for you.

Yes, mostly Not really Somewhere in between

2. Your computer and your accounts

Please don't type any passwords here. We connect everything together on the call.

Do you use a Mac or a Windows PC? *

Mac Windows PC

Which version is it on? *Mac: Apple menu, About This Mac, it says macOS and a number. Windows: Windows key, type winver, Enter. And roughly which year you bought it.

Is it your own computer, or one from your company? *Company laptops are often locked by IT. That changes what we can install.

My own From my company, but I can install programs myself From my company, IT controls it Not sure

How much free space does it have? *Please check this one, it matters. Mac: System Settings, General, Storage. Windows: File Explorer, then This PC. We need at least 20 GB free.

What do you use for email? *Gmail is the simplest to connect. Yahoo and Outlook take one extra step, I will explain it before the call.

Gmail Outlook Yahoo Something else

If something else, which one?

Is the mailbox Claude will read your personal one, or a work account your company runs? *

Personal Work, run by my company Both

Do you have a Google account? *Any address ending in gmail.com counts, even one you hardly use.

Yes No Not sure

Do you already have a Claude account? *You need the Pro plan, about USD 20 a month, paid to Anthropic. Subscribe on the web at claude.ai, not through the App Store on your phone, with a credit card that works for international payments.

No Yes, free Yes, Pro Yes, Max

3. What you want to hand over

Three to five things you want Claude to take off your hands *Email, calendar, the kids' schedule, research, writing, money admin, anything. If it could only be one, which one? * Anything else Claude should connect to?WhatsApp, Notion, Slack, a work Outlook, anything. Better I know now than on the call.

4. The call

Which days and times usually work for a two-hour video call? *In your local time. And tell me if you are travelling in the next few weeks. On a Mac: which email or phone number does your Messages app use?This is how I share your screen on the call. Open Messages, then Settings, then iMessage, and copy what it shows under "You can be reached at". On Windows, or not sure? Leave it empty and we use Zoom.