How I Set Up My AI

Most people are using about 5% of what AI can do

If yours still answers questions in a chat window, you’re using it the way we all did in 2023. What’s changed is that it now works your computer and your browser — taking over a great deal of what you still do by hand. This is my own setup, in sixteen short videos — the same one I set up for my private clients.

16 short videos The setup I give my private clients Claude or ChatGPT Both sessions live, or watch later Monthly live Q&A with me Lifetime access

$100, lifetime access. Both modules are taught live — Wednesday, August 12 and Wednesday, September 9 — and you’re welcome to join either one. Every session is recorded.

Using AI like it’s 2023

Here’s the 2023 experience, and it’s still what most people mean by “using AI”: you open a chat, ask a question, get a decent answer, and copy it somewhere. Genuinely useful. Also about five percent of what’s now sitting there waiting for you.

What changed is that AI moved out of the chat box and onto your actual computer. It can open your own files. It can drive your browser. It can run a multi-step job overnight and tell you in the morning what happened. It can watch something on a schedule and stay quiet until there’s something you’d want to know.

Nobody announced this. The apps look about the same as they did two years ago, so most people are still typing questions into the same little box — while the thing on the other side quietly became capable of doing the work.

We’re not learning software. We’re training an assistant — and the training lives in your folder, not in the chat.

The habit that unlocks the rest is simple: give it one folder that holds your business, and let it work from there. Once it can see your actual material, it stops asking who you are, it writes more like you, and whatever you build with it is still there next month.

One folder, a couple of settings, and a handful of habits. That’s the setup — the one I use every day, and the same one I walk my private clients through before our first strategy call. They pay for that hour; this is the part that used to eat it.

The other 95%

Think of a skilled assistant sitting at your computer — one who can do nearly anything you could do there yourself, and who never gets bored of the parts you hate.

Everything below is real work mine has done. Not demos, and not what it could theoretically manage — the actual jobs I’ve handed over, from the same setup you’ll build in Module 1.

The chores that come back forever

  • Queue next week’s reminder emails from the calendar that holds your real commitments — and re-check the ones already queued, because dates move and a stale reminder sends people to a class that isn’t there.
  • Check that your sales page price still matches what the cart charges. A launch discount ends on its own; the page keeps advertising it. Almost every run reports “nothing to do,” which is what a good check looks like.
  • Sweep the spam and trash folder for the real message that got filed wrong. Mine reads about a hundred a run. In three months it rescued exactly one thing: a reader’s honest, critical reply, thirty days from silent deletion.
  • Make the unsubscribes actually stick. Thirty-eight people in the first week had already asked to be left alone and were still being emailed through a channel nobody was watching.

Things nobody could read all of

  • Every kind word you’ve ever received, gathered and counted rather than remembered. Mine found 341 verbatim pieces from about 230 people across fourteen years and six platforms.
  • The feedback nobody ever read. Eighty-two written responses had sat untouched since 2024. Four different people, across nineteen months, had independently asked for the same small thing.
  • Your back catalogue, checked for what would embarrass you now. Mine read 433 old videos for claims that had stopped being true and flagged 47 — each with the exact sentence.
  • Every link in your published archive. 386 posts, 51 dead links nobody had ever reported, all repaired.

Things you’d never have attempted

  • A whole publishing channel out of work you already did. Those same 433 videos became a weekly podcast that schedules itself a month at a time. About three years of runway.
  • One blog post becomes a ten-slide illustrated carousel — copy, visual style, every image generated, handed to me as two versions so I pick rather than brief.
  • An app for an audience of one. A paper workshop handout I liked became a working interactive tool in an afternoon. Nobody commissions software for one person.
  • A year, re-planned backwards from the teaching days I’d already committed to. It handed me back fourteen free weeks — and told me the scarce thing was Tuesdays, not weeks.

Things you had wrong without knowing

  • A number I’d been reading wrong for years. I thought my work had declined. Scoring each post against its own era turned a performance cliff into a measurement artifact.
  • Tests that never meant anything. Five months of email subject-line experiments, run properly through the statistics. Every “winner” sat inside the margin of error.
  • A silent breakage nobody would ever report. 424 people had been added to a list but never given the access tag, so two emails sent them to a page saying they had no access. Nothing errored.
  • An apology that didn’t need sending to everyone. The work of finding exactly who was affected took it from 232 people to 15.

The load you were carrying in your head

  • One morning conversation that replaces the notifications. Around fifty jobs run here while I sleep; the check-in tells me only the handful that need me. Most mornings, none of them do.
  • The idea you don’t want to start. I flag something “not now” and it gets filed into whichever project will use it, instead of becoming one more thing I feel behind on.
  • A dated ledger of the low-frequency things — the once-a-quarter, once-a-year, eight-weeks-before-the-trip ones. The goal is that you write down less over time, not more.
  • A single label that means “deal with this.” I tap one emoji on an email and overnight it gets read, routed, researched or summarized. No forwarding, no new app — the label is the instruction.

Looking after people

  • A visit cadence for aging parents, planned eleven months out around the birthdays we’d never move, written into my work calendar so work can’t quietly eat the trips.
  • Medical documents you can’t read. Lab reports photographed at a foreign-language clinic, translated and turned into three things worth asking a doctor.
  • A plan for the people you’d leave behind. Mine walks my wife through everything, one step at a time. She never has to read a manual — she just talks to it, and it knows what comes next.
  • Something to read when you wake up. A fresh reading written overnight and waiting on my phone, never repeating a source within ninety days.

And what stays yours

An assistant that can do all of that still isn’t doing the part you came for. Some things aren’t available to something that isn’t a person in the room — and a few more are worth keeping on purpose.

  • Your client calls, and every conversation where someone gets tender. Reading that moment and knowing to abandon the plan is the whole craft.
  • The making you actually enjoy. Whatever you’d be sad to hand over — the writing, the teaching, the thing you do because you like doing it — you keep. Handing over the parts you dread is what buys you time for it.
  • The topics you explore because you love them. Nobody needs a research assistant for the reading that isn’t work.
  • Deciding what’s good. Whether a draft is true to you, whether a piece of teaching is finished — felt before it’s nameable, and it decides everything downstream.
  • Sending. Mine drafts; I send. Anything arriving under your name asking for someone’s attention should have had yours first.

None of that list is taught video-by-video, and it doesn’t need to be. It’s what the setup makes reachable — and once you have it, you’ll start seeing your own.

Two modules

You get both. The first you do once, and you’re set up. The second you dip into for years.

Module 1

Get set up

Eight short videos. Install the app, make the folder, connect your files, set two things, and run a 60-second check that proves it worked.

You leave with: an assistant that can see your actual files and describe your business back to you.
Module 2

Work with it

Eight more, each standalone. Talking instead of typing. Teaching it your voice. Pointing it at everything you’ve ever made. What to do when it goes sideways.

You leave with: the habits that make the difference between a novelty and an assistant.

What’s in it

Module 1 — Get set up

  • 1Start here: what you’re about to have — the promise, and why you’re not becoming technical.
  • 2Get Claude onto your computer — the app, the login, the plan, and the traps.
  • 3The three doors — Chat, Cowork, Code, and which one we live in. And which one to stay out of.
  • 4Your HQ folder — one folder that holds your business. Messy is fine; organizing it is what this is for.
  • 5Connect your files — the step that takes hours, so start it first. This is where most setups stall.
  • 6Two settings, and you’re done — including the permission setting that’s easy to choose wrong.
  • 7Chrome and the extension — optional, and what it unlocks later.
  • 8The 60-second check — proof it worked, that can’t be faked or half-finished.

Module 2 — Work with it

  • 9Your first real session — how to start, how to interrupt, and where to put anything worth keeping.
  • 10Talk, don’t type — the unlock. Your real voice lives in your speech, not your typing.
  • 11Teach it your voice — the highest return of anything here. Build a style sheet from your own writing, and correct it out loud when it gets you wrong.
  • 12Name things so you never have to remember — you’re not learning its vocabulary, you’re teaching it yours.
  • 13Your corpus — everything you’ve ever made, indexed and searchable. It will transcribe your audio and video too.
  • 14Five ways to use it — thinking partner, research team, council of advisors, voice, corpus. One run live, end to end.
  • 15Keep it smart and affordable — the effort dial, checking your usage, and what to do when you hit a limit.
  • 16When it goes sideways — the two sentences that fix most of it, and why almost nothing here is unrecoverable.

Come live, or watch whenever you like

I teach both modules live, and you’re welcome in the room for either one.

Module 1 is Wednesday, August 12. Module 2 is Wednesday, September 9. Both at 12pm ET / 9am PT. Each is recorded and posted into your course within a few days, so nothing depends on you being free that day — and if you join today, the course is waiting for its first videos.

And you get me once a month after that. There’s a live Q&A session every month where you can bring whatever you’re stuck on — your setup, your folder, something that isn’t behaving.

What you need

A paid AI plan, and not the cheap one

Plan on about $100 a month — Claude Max 5x, or ChatGPT Pro 5x. The $20 entry tier throttles the first time you work across a whole folder of your material, which is the entire premise here, so I’d rather tell you now than have you conclude the method doesn’t work. The work this takes off your plate would cost $1,000 to $2,000 a month in a human assistant. I want you going in with that math.

A Mac, ideally

Everything is demonstrated on a Mac. Windows works — same steps, different keystrokes — but you’ll be translating a little.

A little lead time

One step has your files syncing in the background, and on a large drive that can run overnight. Start it the day you begin, not the night before you need it.

Claude or ChatGPT

Either works!

The demos on screen are in Claude, because one course with one cursor is clearer than two half-courses. The ideas underneath are the same in either app, and each lesson carries the ChatGPT equivalent in writing, right below the video.

Both apps now connect to real folders on your computer, with your permission, and work with what’s in them — which is the capability this whole course is built on. They’ve even priced it the same way: about $20 to start, $100 for the tier I’d recommend, $200 for the one you’ll probably want later.

What people wonder

“I’m not technical.”

That’s who this is for. It’s built for people who don’t know how to code, and I point out where the technical door is so you can walk straight past it. All of this is done by talking.

“Will it be out of date in a month?”

Some of it, yes — these apps change weekly, which is why the course is built the way it is. Every video says the same line: the current steps are written just below this video; if a button has moved since I recorded, the text is right and I’m wrong. I keep that text current, and I re-record the setup module every six months.

“I already use AI every day.”

Then the question is whether you use it in a chat window or on your computer. If your AI can’t open your own files, drive your browser, or run something while you sleep, that’s the gap this closes — and you’ll move through Module 1 fast. If it already can, skip to Module 2; nothing after the setup is sequential.

“I’m in your AI Training Group.”

Then you already have this. Please don’t buy it — it’s the same teaching, in the same sessions.

“Can I share it with my team?”

It’s one person’s license. But it’s lifetime, and if you’re setting up two people in one business, write to me.

Is this for you?

A good fit if…

  • You’re a solo business owner — a coach, healer, teacher, consultant, creator
  • You use AI already, and suspect you’re barely scratching it
  • You have years of material — writings, recordings, courses — that nobody, including you, can find
  • There’s a pile of computer work you still do by hand every week
  • You don’t know how to code, and you’d like to keep it that way

Probably not if…

  • You want to learn to code, or to use Claude Code — this course walks past that door on purpose
  • You’re not willing to spend around $100 a month on the AI itself
  • You want someone to set it up for you — this is you doing it
  • You want AI to write for you without teaching it anything first

Set it up once

$100

Complete & lifetime access

Sixteen short videos across two modules, plus both live sessions — Wednesday, August 12 and Wednesday, September 9 — and a live Q&A with me every month after that. Everything recorded, everything yours for good, including the re-records.