You picked the managed install, so this is a shorter road
The self guided course is twenty modules. You do not need twenty modules. You need your account ready, your tools plugged in, your context brought over, and the agents sitting in your Project. Then you get on a call with my team and we run everything, with you watching, in one sitting. That is the whole deal.
Here is why the pre work matters
The things on this list are the things only you can do. You hold the logins. You know which tools you use. The context in your ChatGPT or Claude is yours to export. If you arrive on the call without them, we spend the hour connecting Gmail instead of building your map. If you arrive with them, we spend the hour on the part that actually changes your week.
What happens on the call
We go into your account and set everything up. Every agent installed and working. Every agent reading your information properly, your sketch, your context export, your files. Your Project set up the right way. Every tool connected the way your business needs it connected. Then we brief you: this is how to use it, where to use it, and the ways it fits your week. You leave with a plan: this is what you do now, and this is how you run them.
After the call. A short follow up to add Comet, the phone app and your weekly review. A check in from us on day 10. A review call on day 30. Between those, you use it on real work every day and tell us the moment something is wrong.
What you do before the call
Read this page, then do the seven steps in order.
Each one takes between fifteen minutes and an hour. Do them in sittings across a week, not all in one night.
Step 1, your account.
Perplexity Max, through the partner link, with the claim form sent back.
Step 2, settings.
Six switches so memory, notifications and the long context window are on before we start.
Step 3, your sketch.
Twenty minutes on paper. Six pillars, what hurts in each. This is how we know what to set up for your business on the call.
Step 4, connectors.
Every tool you use, logged in, with the right Google account. This is the longest step and the one that matters most.
Step 5, your context.
Six prompts in ChatGPT or Claude, all on the page. Export what it already knows about you, load the three blocks, and put everything in one folder.
Step 6, your Project and the agents.
Create the Project, attach your folder, paste your instructions, install the Scaling Agents bundle. Do not run Foundation. We do that with you.
Step 7, tell us you are ready.
Post in the client Telegram group with the checklist from that page, and we book the call.
Before you ask
How long is the pre work really?
Three to four hours if your tools are normal: Google, Zoom, a CRM, an email platform. Longer if you have a lot of API key tools or a messy Google account situation. Connectors is where the time goes.
Can I skip a step and let you do it on the call?
Steps 1, 4 and 5 need your logins and your old AI account, so no. Steps 2, 3 and 6 we can do on the call if you run out of time, but every one you skip costs call time we would rather spend on your map.
What if I get stuck?
Post in the Telegram group with a screenshot. Do not spend an hour on it. The usual fix is the wrong Google account or a missing permission, and we have seen all of them.
Can I read the full self guided modules too?
Yes. Every page in this track links to the full module it comes from. The full modules are the reference. This track is the path.