AI setup questionnaire

1 · About you

Who are you?

2 · Your setup

Where do you use Claude?

Tick all that apply.

Claude desktop app Claude Code in VS Code Claude in a web browser Claude app on my phone Claude Code in the terminal Other AI tools as wellChatGPT, Cursor, Lovable, that sort of thing

Which Claude plan are you on?

ProAbout $30 a month Max$150 a month or more Team or Enterprise Free, or not sure

How long have you been using it, and how often?

Under a month One to six months Six months or more

Most days A few times a week Now and then

What computer do you work on?

Mac Windows Both Not sure

What has already been set up?

Anything you or someone helping you has set up: files, settings, connectors, add-ons. "Not sure" is a fine answer.

3 · What you know

How well do you know each of these?

Be honest, there are no wrong answers. Most people are new to half of this list, and it is the list we teach from.

4 · How you work with it

When you start a piece of work, what do you do?

Type what I want and see what comes back Write a long, detailed prompt Ask Claude to plan it first, then build Point it at instruction or plan files I keep

When Claude gets it wrong, what do you do?

Tick all that apply.

What frustrates you about what Claude gives you?

Forgetting things, going off track, redoing work, running out of usage. Whatever it is for you.

5 · What you are building

What are you building with it?

A few lines is plenty. We use your real project as the example all the way through.

How far along are you?

An idea, nothing built yet Started building with Claude A working version I use myself Live, other people use it

6 · The session

What do you want to be able to do on your own afterwards?

In your own words. This is how we know the session worked.

What do you want to walk away with?

Tick everything that matters. We will tell you honestly what fits in the time.

Know how Claude actually worksContext, memory and models, so its mistakes make sense and you can head them off My instruction files set up properlyA CLAUDE.md and project notes it reads every time, and how to keep them current Skills, connectors, MCP and pluginsWhat each one is for, when to use which, and the ones worth installing for you A way of working I can repeatPlan, build, check, save, every time, so nothing gets built twice Better results from the same planHow to ask, what to give it, and how to get it to check its own work Ideas from my phone, picked up at the computerJot something down on site, open it at home and keep going Making my plan's usage lastHow to stop hitting the five hour and weekly limits A look over my setup and what I have builtWhat is solid, and what will cause trouble later

How much time are you thinking?

Pick what feels right. We come back with a plan of what can realistically get done in that time, and a price.

One hourWe go through your setup, fix the basics, and you leave knowing what to learn next. Two hoursYour setup done properly: instruction files, settings and the right connectors, and you know how to use them. Half day, four hoursFull setupEverything above, plus skills, MCP and a way of working you can repeat, practised on your real project together. Not sureRead my answers and tell me what you think I need.

In person or online?

In personWe are in the Ballina Shire, so anywhere in the Northern Rivers is easy Online, sharing my screen Either is fine

When suits you?

This week or next In the next month No rush

Anything else we should know?

Saves as you type

Questions? Call Josh on 0403 820 584

Got it. Thanks.

Check your email for a copy. Josh will read your answers and come back with a plan and a price.