DFY Claude Cowork Setup Sprint
I run this as a hands-on implementation sprint with a mix of live working sessions and async build time. We start with a kickoff call to define your use case, current tools, and success criteria. I then configure the Claude Cowork environment, build your core templates and workflow structure, and walk you through the setup in a live handoff session so your team knows how to use it confidently from day one I help founders and teams get Claude Cowork fully configured for real business use cases like lead research, outbound workflows, SOP execution, and internal knowledge operations. In this package, I will audit your current workflow, design the right Claude Cowork setup for your goals, configure your workspace structure, create reusable prompt/config templates, and set up an operating system your team can actually use day-to-day. This is a done-for-you implementation package, not just strategy. You’ll leave with a production-ready setup, documented workflows, recommended best practices for prompts and collaboration, and a clear handoff so you can keep running the system after the engagement ends.
What's included
I run this as a hands-on implementation sprint with a mix of live working sessions and async build time. We start with a kickoff call to define your use case, current tools, and success criteria. I then configure the Claude Cowork environment, build your core templates and workflow structure, and walk you through the setup in a live handoff session so your team knows how to use it confidently from day one.
- A fully configured Claude Cowork workspace tailored to their use case.
- Reusable prompt and config templates for research, content, or outbound work
- A workflow map for how their team should use Claude Cowork day to day.
- A handoff doc with setup logic, recommended conventions, and next steps.
- One revision round to refine configs after initial usage feedback.
Meet your expert
Jonathan M.
AI Automation Solutions Engineer | RevOps & No-Code Systems Builder
I help professionals and businesses turn AI, automation, and better information systems into measurable operational and revenue outcomes. I’m a Toronto-based solutions engineer, enterprise customer success professional, and founder of Plinko Solutions. My work sits at the intersection of AI agents, CRM and workflow automation, sales infrastructure, and enterprise content management—helping teams move from scattered tools and manual handoffs to dependable systems people can actually use. Since 2022, I’ve built and implemented no-code and low-code solutions across prospecting, lead routing, CRM workflows, API integrations, content operations, and AI-assisted processes. Through Plinko Solutions, I’ve delivered client automation projects that improved pipeline velocity, reduced administrative work, and generated meaningful recovered and incremental revenue. Today, I also support regulated-industry organizations with information governance, document workflows, metadata, and intelligent information management. My background spans B2B sales, technical recruiting, customer success, marketing, client management, and education. As a dual U.S.–Canadian citizen raised in a West Indian household, I care deeply about making powerful technology understandable and accessible—not just available to people with technical backgrounds.
