Process Walkthrough
What Professional Claude Code Setup Actually Includes
You can't evaluate what you can't visualize. Both tiers, in detail, with what happens at each stage and what you own at the end.
Personal Tier
~$1,500 · Working system in 3 days
For individual operators who've hit the plateau. You have Claude Code installed and know there's more. The gap isn't feature knowledge — it's system design.
Day 1
Discovery
60-90 minute working session mapping your tools, workflows, and bottlenecks. Building the mental model that becomes your architecture.
Day 2-3
Build
CLAUDE.md tuned to your role, 10-20 production skills, context files, workflow connections. You don't need to be present.
Day 3
Handoff
Live session using the system on real work. Not a demo — you operate it while I watch for friction and fix gaps in real time.
Week 1-2
Coaching (3-4 sessions)
Working on your actual tasks. Building skills together. By session 3, you create new skills independently in under 15 minutes.
What you own at the end
CLAUDE.md
Tuned operating instructions for your specific role and tools
10-20 Production Skills
Purpose-built automations covering your core workflows
Context Files
Competitive landscape, messaging, processes structured for AI retrieval
Workflow Connections
Skills that chain together (research → content → distribution)
Extension Patterns
Knowledge of how to build new skills yourself in 15 minutes
Ongoing cost: $0. No subscription. No retainer. The system is yours.
Bespoke Tier
$10K–25K · Full team system in 4 weeks
For teams of 3-5 in GTM roles. Knowledge lives in people's heads, not infrastructure. When someone leaves, their institutional knowledge walks out with them.
Week 1
Discovery & Knowledge Mapping
Ingest all your materials. Map implicit knowledge (usually 70%+ is undocumented). Architecture blueprint delivered by day 4-5.
Week 2
Build
Context graph, 30-50 skills, tool integrations, workflow chains. Working demos throughout — not a big reveal at the end.
Week 3
Train
Each team member gets tailored onboarding on their role's skills. Real work, not exercises. Gap-filling in real time.
Week 4
Harden
Edge case testing, documentation, measurement baselines, handoff to internal champion. System runs without me.
What you own at the end
Context Graph
Portable knowledge architecture of your entire business
30-50 Skills
Covering all team workflows with tool integrations
Workflow Chains
Multi-step automations with connected loops
Team Training
Each member productive independently
Documentation
Internal reference for maintenance and extension
Measurement
Before/after baseline proving ROI
Ongoing cost: $0. No retainer. Optional quarterly tune-ups available but not required.
What “compounding” actually looks like
Configuration is static. Context engineering grows. Here's the difference over time.
Month 1
System works. Team uses it. Output quality already higher than manual processes.
Month 3
Context graph has learned from 90 days of work. Win patterns, messaging that converts, objection handling. Every new skill draws on everything before.
Month 6
Institutional knowledge survives team changes. A new hire in month 4 is as productive as the person who left in month 5. Nothing was lost.
Frequently asked questions
How long from first conversation to working system?
Personal: Working system on day 3. Full coaching complete by day 14. Bespoke: First working demos in week 2. Full system operational by week 4.
What if I don't have all the materials listed?
Most companies don't. Start with what you have. Even 5 call recordings, a competitive doc, and your website give enough to build the initial system.
Can this break anything in my existing tools?
No. Claude Code reads from and writes to your tools through standard integrations. It doesn't modify your CRM schema or email system.
What if my team doesn't adopt it?
That's why coaching sessions exist. Adoption happens through real work, not training decks. If adoption still fails, it's usually a change management issue.
Can I start with Personal and upgrade to Bespoke later?
Yes. Common path. Personal gives you enough architectural understanding to make the Bespoke conversation more productive.
Ready to see what this looks like for you?
20-minute discovery call. I'll map your workflow and tell you exactly what your system would include.