Here's how we set up Cowork for your business
We come in, learn how your team works, configure everything, test it, lock it down, and hand it over.
What we do
Six steps from first conversation to finished setup.
Learn how your business works
We sit down with you and map out your team, your roles, your tools, and the way things get done. Every business is different. We need to understand yours before we touch anything.
Set up a profile for each role
Each person gets a Claude profile built for their job. It already knows their responsibilities, your standards, and the tools they use. Day one, they open Cowork and it's ready.
Plug into your existing tools
We connect Cowork to your CRM, email, file storage, whatever your team runs on. And we set hard rules at the connection level: what each role can access, what's off limits, what needs approval.
Set the rules and test them
We configure what Cowork can and can't do, then test it against real scenarios until the output is consistently right. Not just once. Over and over, across edge cases, until it's solid.
Make sure you can see everything
We set up tracking so you know what Cowork is doing, what it's accessing, and what decisions it's making. Full audit trail. If something goes wrong, you can trace exactly what happened.
Lock it down and hand it over
Once everything is tested and working, we lock the configuration. Your team uses Cowork through what we've built. They can't change the rules. You get a system that works, not a tool to figure out.
What you end up with
Concrete things your business walks away with.
Governed profiles for every role
Tools connected with proper permissions
Rules tested across real scenarios
Full audit trail on everything
Locked-down configuration your team can't break
A clear plan for onboarding new hires