×Scott Oldford
Step 7 of 7

Tell us you are ready, and what happens next

Post the checklist in the client Telegram group, book the call, and know what happens on it.

Time
5 minutes
Credits
No credits
Step 7

That is the pre work done

Now we book the call.

Post in the client Telegram group

The link is in your welcome email. Use the message below so we can see at a glance what is in place, and we come back with times for the session.

1Set upWe go into your accountand set everything up.2CheckEvery agent working andreading your context.3ConnectProject right, every toolwired for your business.4BriefHow to use it, where,and in what ways.5PlanWhat you do now, andhow you run them. 1Set upWe go into your accountand set everything up.2CheckEvery agent working andreading your context.3ConnectProject right, every toolwired for your business.4BriefHow to use it, where,and in what ways.5PlanWhat you do now, andhow you run them.
The call, in five parts. We set up and check. You leave with a brief and a plan.

What happens on the call

We set up everything. We check every agent is working and reading your information properly, your sketch, your context export, your files. We check your Project is set up right and every tool is connected the way your business needs. Then the brief: how to use it, where to use it, and in what ways. And the plan: what you do now, and how you run them.

After the call. A fifteen minute 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 where we look at what ran, what you used, what it cost, and what moves next.

Your steps

What you do before the call

  1. Open the client Telegram group from the link in your welcome email.

  2. Copy the message below, fill in the brackets, and post it.

    Copy this prompt

    The ready message

    Ready for my managed install.

Account: Max, through the partner link, claim form sent.
Settings: Memory, Brain, notifications and extended context on.
Sketch: done, saved as business-sketch.
Connectors: [list the tools you connected, for example Drive, Gmail, Calendar, Zoom, Meta, ActiveCampaign]
Context: Material folder in Drive with [Lite kit outputs / just my best material]. Blocks A and B loaded: [yes / skipped].
Project and agents: Project created, folder attached, Block C in Instructions, bundle installed, [number] agents under Skills. Foundation not run.

Anything that would not connect: [tool and what it said, or none]
Best times for the call: [two or three windows, with your time zone]

  3. Watch for our reply with times.

    Pick one. Block ninety minutes so the session is not rushed.

  4. Before the call: be at a computer, logged into Perplexity, with your Material folder open in Drive and your sketch next to you.

Questions

Before you ask

Something on the list is not done.

Post anyway and say which one. Some things we can do on the call. Some, like connectors, we will ask you to finish first.

Who is on the call?

Ethan runs most installs. I join for strategy sessions and for anything where the plan is not obvious.

What do I need on the call?

A computer, logged into Perplexity, your Material folder open, your sketch next to you, and ninety minutes clear.

Done when