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The Setup Audit, for professionals who run Claude

What's your Setup Score?

Claude can remember more than most setups let it. Measure how much of your context, standards and best work actually survives into the next session. The gap has a price: find out roughly what it is, free, in two minutes.

The free check takes two minutes and needs no email. The full interview is free for the first cohort, by invite. The pack is $99, with a 14-day refund if it plainly does not fit.

No account access, everRead every line before it runsEstimated, then evidence-checked on your machine
Example report
34
out of 100, estimated
Emerging
Illustrative example from a fixture profile, not your result. Your own interview produces yours.
The free check

Your rough score, in two minutes

Eight honest questions, scored against six of the seven categories on the full rubric. The number appears right here; no email needed.

How do you mostly use Claude?
1 A new session starts. How does Claude get the context it needs?
2 Does a written operating manual for you exist anywhere Claude reads?
3 Do your projects or clients each have their own context Claude starts from?
4 A session ends after good work. Where does what Claude learned go?
5 Your most repeated piece of work. How does Claude produce it?
6 The tools that hold your real data (docs, CRM, sheets). Connected to Claude?
7 Claude's work is about to reach a client or your team. What stands between?
8 Does any of your Claude work run without you present?
0 of 8 answered; unanswered questions score zero, honestly
The fit

A good fit, honestly

A good fit when

  • Claude is part of your work every week
  • You repeat client or operational workflows
  • You are willing to maintain a small set of files and operating rules
  • You want a setup a colleague could take over

Probably not a fit when

  • You use Claude occasionally for one-off questions
  • You do not want to touch local files or Claude Code
  • Your organisation requires centrally approved enterprise deployment
  • You already maintain a sophisticated audited configuration
The method

How it works

Three steps, most of it done for you.

1

The interview

About 20 minutes, mostly multiple choice: your role, surfaces, tools, workflows, memory habits and goals. Twenty-one questions across all seven categories, where the free check guesses from eight.

Free, by invite
2

Your results

Your score and report appear as soon as you complete the interview: a band on a 100-point scale across seven categories, your top three gaps named plainly, and what they cost you day to day. Estimated, and honest about that.

Included
3

Your personalised pack

A zip of runbooks assembled for your profile from a tested 28-runbook library, human-reviewed within 48 hours. Your own Claude executes them; its audit runbooks turn the estimate into a measured score, starting with a read-only foundation audit.

$99
The diagnosis

Three gaps, named plainly

A scored picture of your setup and the specific things costing you the most, in order. These are illustrative examples; your report names yours.

Example gap 1

Foundation

20 of 24 points behind

The basics of a durable Claude setup are not yet in place.

Day to day: every new session starts from a blank page, so time goes on re-explaining instead of working.

Example gap 2

Memory and context

19 of 22 points behind

What Claude learns in a session does not reliably survive to the next one.

Day to day: context gets rebuilt by hand each time, and decisions made weeks ago are easy to lose.

Example gap 3

Advanced capability

6 of 6 points behind

Sub-agents, scheduled runs and headless use are not yet part of the working pattern.

Day to day: work that could run unattended still needs someone at the keyboard to kick it off.

Your pack, once you buy it

  • Assembled to your profile from the 28-runbook library, never generated fresh
  • Planned in three tiers, Start here, This week and Later, so you always know the next task
  • Written Claude Code first; on a browser-only profile five of the roughly twenty runbooks run entirely in claude.ai and the rest need Claude Code, a free desktop tool included with the plan you already pay for
  • Every runbook carries a verify check, so you know it worked before moving on
  • A 33-page companion guide, designed and printable, explaining every concept your runbooks touch, from git to vector databases, with a glossary at the back; the same material also ships as markdown so your Claude can read it mid-task
  • A scoreboard that tracks your pack progress; the audit runbooks measure your score
Stop paying for that gap: request your free interview invite
Cover of The Setup Audit Companion
In every pack

The Setup Audit Companion

Your pack tells your Claude what to do. The companion tells you what it all means: what each tool is, why it earns its place, and what you are actually being asked to build. Thirty-three designed pages covering the terminal, CLAUDE.md, git, permissions, models, memory tiers, vector databases, Obsidian, MCP, skills, subagents and scheduling, with a 26-term glossary at the back.

Written for someone who does not already know what a repository or a namespace is. The same book ships with every pack, on screen or printed.

Read a sample chapter (PDF, 2 pages)
The obvious question

Could you just ask Claude to do this?

Yes. Here is what that gets you, and what it does not.

Ask Claude to audit your own setup and you get a thoughtful one-off answer, framed by whatever you thought to ask, scored against no particular standard, gone when the chat ends. Self-report has a known failure mode: everyone believes their setup is roughly fine, which is why audits exist as a discipline.

What you are paying for here is the standard: a published 100-point rubric, runbooks that have already been run and checked on their intended Claude surface, assembly against your actual answers, and a human read before anything ships. None of that needs taking on faith; the artefacts are published:

If you read those and conclude your own prompt gets you there, that is a fine outcome and we mean it. The free check is still yours.

The rubric

A published, versioned standard you can inspect

Your score comes from a 100-point rubric across seven categories, weighted by what compounds most. Foundations and memory carry the most, because everything else builds on them.

100

points, seven categories, weighted by what compounds most.

Foundation
24
Memory & context
22
Productisation
14
Control
14
Skills
10
Integrations
10
Advanced
6

Setup Rubric v1.2, reviewed 2026-08-04. Read the published rubric: every criterion, weight and rule.

See where you land on it, free
The ladder

Where do you sit?

Five bands, 100 points. The interview places you on this ladder and names what is holding you at your band.

Ad hoc
0-20
Chats from scratch. Nothing persists between sessions; each new session starts with re-explaining.
Emerging
21-40
Some saved prompts or notes, no durable system. Value arrives, then evaporates.
Systematic
41-60
An operating manual and project context exist; memory is partial. The week most people believe they are already having.
Compounding
61-80
Memory, rituals and first skills in daily use. Work done once stays done.
Productised
81-100
Workflows encoded, automated where safe, deployable to others. The setup itself is an asset.

Take the band ladder as a one-page reference; prints cleanly to A4.

The standard

Honesty is the brand

Estimated, then evidence-checked

Your interview score is a band from self-reported answers, not fake precision. The pack’s audit runbooks are read-only checks your own Claude runs locally, turning the estimate into a measured score, category by category.

We never touch your account

There is no OAuth path onto your Claude setup and we do not ask for your login. The interview asks; your own Claude inspects, on your own machine, when you choose to run it.

Every line inspectable

Runbooks are plain markdown. Nothing installs itself and nothing runs unattended; you read it, then your Claude executes it with you in the loop.

A 20-minute self-report earns you an estimate, not a certainty. We say which is which.

Guess
The free check
Eight questions, a rough band, one band boundary of margin either side.
FREE
Estimate
The interview
Twenty-one questions, all seven categories, your top three gaps named.
FREE, BY INVITE
Evidence-checked
The pack
Your own Claude runs the audit runbooks and checks the score against evidence on your machine.
$99
The auditor

Who is behind the standard

Built by Jamie Whitson, a PwC-trained auditor and former Head of Finance across property, hospitality and entertainment. The Setup Audit exists for professionals who need AI systems they can inspect, govern and defend, not just impressive outputs.

The price

Pricing, plainly

Not a course, not consulting hours: a diagnosis and the runbooks that guide and verify the fix. The diagnosis is free; you pay only if you want the fix.

The Setup Interview
Free
For the founding cohort, by invite. Capped at 25 setups so every report and pack receives a human review.
  • About 20 minutes, one question at a time
  • Mostly multiple choice, skip what you are unsure of
  • Your score, band and top three gaps, named plainly
The questions

Asked before buying

Why is the interview invite-only rather than just open?

The founding cohort is capped at 25 setups so every report and pack receives a human review. A limited number of links go out each day: leave an email and, if one is left, your link appears on the spot. If the day's links have gone, your request is recorded and the link is sent by hand. The free check needs no invite and no email.

Do you access my Claude account?

No. We never connect to or inspect your Claude account remotely, and we do not ask for your login. Your own Claude runs the pack's audit runbooks locally, when you choose to.

Why not just ask Claude to audit itself for free?

You can. What you are buying is the rubric (a tested 100-point scoring standard), a library of runbooks that already work, assembly against your actual answers, and a human review before delivery. The rubric, the complete sample report and a complete sample runbook are published on this page; read them before paying anything.

What do I need to use the pack?

A Claude plan. The pack is written Claude Code first; that is where runbooks that touch files and skills earn their keep. Browser-only: five of the roughly twenty runbooks you would be sent run entirely in claude.ai, and the rest write files on your own machine. Claude Code is a free desktop tool included with the plan you already pay for, and you write none of the setup yourself. Pick your surface on the free check above and it says the same thing on your result, before you give us an email address.

Is my interview data safe?

Your answers form a profile used to score you and assemble your pack. It contains no passwords or keys by design (we never ask for them). Stored securely, deleted on request, and any benchmark use is anonymised.

Is the free check the same as the interview score?

No, and we will not pretend it is. The check is a rough guess from eight self-graded answers, one band of margin either side. The interview estimates properly across all seven categories, and the pack's audit runbooks evidence-check the estimate on your machine, category by category. Guess, estimate, evidence-checked: in that order.

How is the score calculated?

A 100-point rubric across seven categories (foundations, memory, skills, integrations, productisation, control and safeguards, advanced use), weighted by what compounds most. From interview answers alone you get a band with a stated margin; running the pack's audit runbooks on your machine evidence-checks it, category by category.

What exactly is in the pack?

Step-by-step runbooks your Claude executes, each with verify checks, assembled for your profile from the tested 28-runbook library, plus a scoreboard page. The audit runbooks, not the ticks, measure your score.

What if I already score high?

Then the report says so, and the pack leans into what is left: usually productisation and the advanced tier. A high scorer gets fewer, harder runbooks rather than padding.

Find out what you are actually running.

About 20 minutes, one question at a time. Free while the first cohort is open.

Request my free interview invite

Already have an access link? Go straight to the interview.