COWORK SETUP · FREE
Set up Claude Cowork
the right way, the first time.
A senior Cowork deployment specialist interviews your business phase-by-phase, then emails you two files: a complete build plan and a day-by-day action-steps checklist. Free. About 28 minutes.
No credit card. No sales call. The two deliverables land in your inbox as markdown files you can hand to your team.
TWO DELIVERABLES, EMAILED TO YOU
Not a chatbot transcript.
Two artifacts your team can execute.
FILE 1
cowork-build-plan.md
12-section design doc: executive summary, org structure, connectors matrix, projects per seat, shared skills, scheduled tasks, dispatch/mobile, security model, risk register, phased rollout, success metrics, CHANN3L fit.
- · Seat-by-seat project folder layout
- · Connector → purpose → native/MCP/gap matrix
- · Top 5 failure modes with mitigation
- · Week-by-week 30-day rollout
FILE 2
cowork-action-steps.md
Numbered, copy-pasteable checklist organized by Day 1 → Week 1 → Week 2 → Week 3 → Week 4. Every step has action, where, owner, and an observable done-when criterion.
- · Admin setup + billing + org capabilities
- · Connector auth per seat
- · Project folder + context file authoring
- · First 30-day measurement checkpoint
7 PHASES · ~28 MINUTES
The interview walks your business end-to-end.
- 1
Business fundamentals
~3 minWho you are, who you sell to, why now
- 2
Current tool stack
~4 minEverything in daily use — staying, replacing, question marks
- 3
Team & seats
~3 minWho needs Cowork, at what level, on what hardware
- 4
Per-role deep dive
~8 minTypical Monday morning for each seat
- 5
Workflows & automation
~4 minReports, triggers, handoffs that fall through cracks
- 6
Security & governance
~3 minWho sees what, regulations, approval model
- 7
Budget, timeline, success
~3 minPlan tier, go-live, 30/60/90 metrics
HOW THE INTERVIEW BEHAVES
Built-in guardrails so nothing gets invented.
One phase per message.
3-6 questions grouped by theme. No 20-question walls.
Reflects back between phases.
Summarizes what it heard in one line before moving on, so you can correct the record.
Offers defaults when you're unsure.
Say “I don't know” or “you pick” and you'll get 2-3 reasonable defaults with a pick and one-line reason.
Explains Cowork concepts on first use.
Projects, skills, scheduled tasks, Dispatch — defined the first time they appear.
Never invents tools you didn't mention.
If you don't say HubSpot, it doesn't assume HubSpot. Every connector in the plan came from your answers.
Won't produce the plan until Phase 7 is done.
A thorough interview produces a plan your team can actually execute. Rushed inputs produce generic output.
START THE INTERVIEW
Email + company, then we're off.
The deliverables land in your inbox as markdown attachments. Re-runnable any time for different business units.
AFTER THE PLAN
Hand the plan to your team, or hand us the hard part.
The build plan is free. If you'd rather we deliver the agents, skills, and research your plan calls for, we do that too.