Co-Founder Setup (Claude)

This setup is easiest on desktop.

When finished, you can use the co-founder on any device.

Step 1: Open the Co-Founder Setup Document

Click here to open the document.

Step 2: Make a Copy

Select File -> Make a copy.

Rename the document "[Your Business] Co-Founder".

Then select "Make a copy".

Step 3: Create a Project

In Claude, select "Projects".

Select "New project".

Give a name to the project, like "Co-Founder".

Then select "Create project".

Step 4: Add System Prompt

Select "System Prompt" in the left panel.

Then, copy the system prompt.

In Claude, click the + icon next to "Instructions".

Paste the system prompt into the instructions section.

Then select "Save instructions".

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Step 5: Complete the Business Pillars

Fill in the details for each pillar of the setup:

Business Core
Solution Strategy
Market Entry & Growth
Brand Expression
Management System
Project Monitoring Framework

Step 6: Download the Setup

When finished, go to File -> Download -> PDF Document (.pdf).

Then select "Export".

Step 7: Add Setup to Co-Founder

In Claude, select the + icon next to "Files".

Then select "Upload from device".

Select the co-founder setup document from your device.

Step 8: Start Your First Chat

After uploading your setup, initiate your first chat by first copying the prompt in the final tab titled "First Chat Prompt".

Paste the First Chat Prompt into a new Claude chat.

Then start the conversation.

The chat will walk you through a series of questions to ensure absolute clarity on:

What it knows about you
Where it needs clarification
What to expect moving forward

Setup is complete. You’re now positioned for dramatically better, highly targeted AI insights that help you avoid expensive strategic errors and capture high-value returns.