Claude reads files before it does anything. If nothing is written down where it can read, every session starts from nothing. The Setup is a folder that ends that: your own Claude works through it with you, in the desktop app, and you write no code.
$97, paid once. Your folder arrives by email within 48 hours. Refunded in full within 30 days if it has not earned its place.
From payment to next month’s commentary
Claude does the work. You answer questions and say yes or no.
The folder arrives
Within 48 hours of payment I send the folder by email. You put it in your home folder and open it in the Code tab of the Claude desktop app. The guide shows every click, on a Mac and on Windows.
By email, within 48 hoursThe first sitting
Claude checks your set-up, asks you questions one at a time and writes a short file that every future session reads first: who you are, what you work on and how you like the work done. Then you open a brand-new session and it tells you what it knows.
About 45 minutesYour repeating job, checked
Claude builds the job you repeat most, for most people the monthly numbers commentary, from your own files. Every figure in the draft must tie to a cell in your file; anything it cannot tie, it lists rather than guesses. You sign it off, and next month you run it again without me.
At your own paceFour levels, all included
Each level checks the last one is still in place before it starts. Stopping after any of them is a complete, working end.
A good fit, honestly
A good fit when
- Claude is part of your work every week
- You repeat a job each month, such as a numbers commentary
- You want Claude to know your business without being briefed again each time
- You will answer questions honestly rather than impressively
Probably not a fit when
- You use Claude occasionally for one-off questions
- You are on the free Claude plan and do not want Pro
- Your organisation does not allow the Claude desktop app
- You want someone to do the work for you rather than with you
Could you just ask Claude to do this?
Yes, and some people should. Here is what the folder adds.
Ask Claude to write a file about you and it will. What it will not do unprompted is decide the order: what to write down first, which questions get an honest description rather than a flattering one, how a session should start and end so the work is kept, and what to check before a draft reaches you.
The check is the part I care most about, because I am an auditor by training. On your repeating job, every figure in the draft must tie to a cell in your file, and anything that does not tie is listed for you rather than smoothed over.
If you would rather build that yourself, the free check below shows where to start. That is a fine outcome and I mean it.
Built by an auditor
I am Jamie Whitson, a PwC-trained auditor and former Head of Finance across property, hospitality and entertainment. My own businesses run on this folder.
A rough read on your setup, free, in two minutes
Eight questions about how much of your context survives into the next session. The result appears right here and needs no email. It is a guess, and it says so.
Asked before buying
What exactly do I get?
A folder, sent to you by email within 48 hours of payment. It holds the steps your Claude follows, a progress record, a click-by-click guide for Mac and Windows, a card showing each permission request you will see and what to click, a troubleshooting guide, and a book that explains all of it.
Do you get access to my computer or my Claude account?
No. The folder runs in your own Claude app, on your own computer, under your own plan. I never connect to your account and never ask for your login.
Do I need to write code?
No. You answer questions one at a time and say yes or no. The few things you type are short messages. Claude asks before it changes a file, and the first level sets up a way back from any change.
What do I need?
A Mac (macOS 13 or later) or a Windows 10 or 11 computer, the Claude desktop app (free, from claude.com/download) and a paid Claude plan, Pro or higher. Pro is about $20 a month. The folder uses the app's Code tab, which is not on the free plan. On a work plan, your employer may have switched some features off.
How long does it take?
The first sitting is about 45 minutes. Level 1 is about two and a half hours over three sittings, and all four levels come to about fifteen hours at your own pace. Stopping after any level is a complete, working end.
What if it does not suit me?
Tell me within 30 days and I refund it in full. Write to hello@aielitethinkers.com with the email address you used at checkout.
Setting this up for a finance team?
Write to hello@aielitethinkers.com and say how many people. I will reply with what that looks like.
Next month’s commentary, drafted and tied out.
$97. The folder by email within 48 hours. Refunded in full within 30 days if it has not earned its place.
Buy The Setup, $97Questions first? Write to hello@aielitethinkers.com.