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🛠️ HOW IT WORKS

We do it on your machine,
while you watch.

Setup happens over a remote session. You do not download anything, configure anything, or follow instructions on your end — we take control of the screen and do the work, and you watch it happen. Four phases, nine steps, every prerequisite stated before it starts.

Get Your First Close — $497 See the nine steps →
🖥️

The part most people worry about

The usual fear with anything technical is being handed a set of instructions and left to follow them. That is not what happens here. Setup runs over AnyDesk remote control — we operate your machine directly while you watch.

You grant the session, we do the downloading, installing, signing in, connecting, and configuring. You can see every click. You can revoke the session at any moment, and the connection ends when the session does. Sessions are recorded and the recordings are yours, so you can rewatch or hand them to someone on your team.

Nothing is done on your machine that you did not watch being done.

THE SHAPE OF IT

Four phases

Nine steps grouped into four. Each step below expands to show exactly what you need, what happens, and what you get.

Phase 1

Prepare

We learn your priorities and confirm your machine can run it before anything is installed.

Steps 1–2
Phase 2

Install

Claude Desktop goes on your machine, signed in and verified. We do it; you watch.

Step 3
Phase 3

Configure

Your tools get connected and tested, then your priority skills are built around your business.

Steps 4–5
Phase 4

Run

Everything is tested, walked through, documented, and then supported on an ongoing basis.

Steps 6–9
01 Prepare
1Kickoff Call
What you need
Calendar invite
We send you a calendar invite with the video call link in advance.
60 minutes
One focused session. Includes an onboarding checklist sent beforehand.
Tool logins ready
Have your QuickBooks, PayPal and HubSpot logins on hand — we'll need them in Step 4.
What happens
Discover your priorities
We learn your biggest time drains and which skills matter most to you.
Inventory your tools
We map which connectors you already have against what you might add.
Build your onboarding plan
We set the sequence for your implementation, tailored to your business.
What you get
Onboarding plan
A clear sequence of exactly what we'll set up and when.
Priority skill list
Your top skills ranked — we activate these first.
Session 2 booked
System Check and Install scheduled before we hang up.
2System Check
What you need
Your computer
The machine Claude Desktop will live on — Mac or Windows.
AnyDesk remote session
We connect directly to your machine and verify specs ourselves — nothing to share or narrate.
Internet connection
Stable connection required — Claude runs in the cloud, not locally.
What happens
Verify OS version
macOS 11+ or Windows 10+ (x64 only) confirmed. Linux is not supported.
Check RAM and disk
Minimum 4–8 GB RAM and 500 MB free disk verified. We recommend 16–32 GB.
Confirm internet speed
10+ Mbps recommended for daily use.
What you get
Green light to proceed
Full confirmation your system is ready before a single install.
Hardware guidance
If anything needs upgrading, we tell you exactly what and why.
Plan advice
We confirm which Anthropic plan fits your usage level before you pay for it.
02 Install
3Claude Desktop Install
What you need
Admin access
Administrator access to your computer to run the installer.
Anthropic account
Sign up at claude.ai before this session — Pro plan minimum.
AnyDesk remote control
We install everything directly on your machine — you watch, we do it.
What happens
Download Claude Desktop
We navigate to the download page and select your OS version, directly on your machine.
Run the installer
We run it directly. Mac: drag to Applications. Windows: execute the .exe.
Sign in and verify
Log in with your Anthropic account and confirm Claude Desktop launches correctly.
What you get
Claude Desktop live
Running on your machine, signed in, ready for connectors.
Skill library activated
The full library enabled inside your account.
Next session booked
Tool Connections session scheduled on the spot.
03 Configure
4Tool Connections
What you need
QuickBooks login
Username and password ready — this is the most critical connector.
Other tool logins
PayPal, HubSpot, Canva, DocuSign — whichever you use.
AnyDesk still active
We connect and authenticate every tool directly — no instructions to follow on your end.
What happens
Open the connectors panel
Navigate to the connectors panel inside Claude Desktop.
Connect each tool
One by one — QuickBooks first, then PayPal, HubSpot, and others in your stack.
Test each connection
Run a live pull from each tool to confirm data is flowing correctly.
What you get
All tools live and tested
Every connection verified with a live data pull — nothing assumed.
Connector map
A record of which tools are connected and which skills they unlock.
Skill activation list
Exact skills now available based on your connected tools.
5Skill Configuration
What you need
Connected tools
All connections from Step 4 must be live and tested.
Priority skill list
Your ranked list from the Kickoff Call guides what we configure first.
AnyDesk still active
This session continues directly after Tool Connections — same remote session.
What happens
Configure top skills
We set up your highest-priority skills — invoice chasing, cash flow, lead triage, and more.
Tailor to your business
Business profile captured — your context saved so the work knows who you are.
First run on real data
We run each skill against your actual data to confirm output quality.
What you get
Top skills running
Your priority skills live and producing real output.
Business profile saved
Your context on file — the configuration remembers your business going forward.
First real outputs
Actual results from your data — not demos, not samples.
04 Run
6Test Run
What you need
Nothing from you
This step happens independently — no action required from your side.
24-hour window
We run verification checks within one business day of Step 5.
Email access
We'll reach out if any output needs your input or clarification.
What happens
Run every configured skill
Each one is triggered independently to produce a fresh output set.
Verify output quality
We review every result — data accuracy, formatting, tone, and completeness.
Fix any issues
Any mismatches or connection gaps are resolved before your walkthrough.
What you get
Validated outputs
Every configured skill confirmed producing accurate, useful results.
QA summary
A brief report of what was tested and confirmed.
Walkthrough scheduled
Your walkthrough session booked once QA is complete.
7Client Walkthrough
What you need
AnyDesk session — recorded
A focused 30-minute walkthrough run directly on your machine and recorded for your library.
Your team (optional)
Bring anyone who will use this day to day — the more the better.
Your questions
Write down anything you want to know before the call.
What happens
Live demos
We run each skill live on your screen — you see exactly how it works.
Show the approval flow
You learn how to review, edit, and approve before anything sends or posts.
Answer every question
Full Q&A — nothing left unclear before we hand over.
What you get
Confidence to run it independently
You can trigger, review, and approve every skill without help.
Workflow cheat sheet
A one-page summary of your top skills and how to run them.
First check-in scheduled
Your ongoing support cadence starts here.
8Handoff & Training
What you need
Email access
Training materials delivered to your inbox within 24 hours of the walkthrough.
Nothing else required
Everything is sent — no downloads, no portals, no passwords.
Slack (optional)
We can set up a shared Slack channel for faster async support.
What happens
Session recordings delivered
Recordings from the implementation and walkthrough sessions sent to your inbox — captured live, no separate step needed.
SOPs delivered
Written step-by-step guides for each skill and the approval workflow.
Slack channel created
Optional shared channel for questions, updates, and async support.
What you get
Session recording library
Recordings of every implementation and walkthrough session — rewatch any time, share with your team.
Written guides
SOPs for every workflow — reference without needing to contact us.
Slack access
Direct line for questions — typically answered within a few hours.
9Ongoing Support
What you need
Email
Reach out any time at wagreen@william-delaney.com. Response within one business day.
Slack
Shared channel for faster, informal questions and quick updates.
Monthly or bi-weekly call
Scheduled check-in included in your plan — we come prepared with insights.
What happens
Review performance
We check your outputs each check-in — is the work producing what you need?
Optimize and expand
New skills activated, existing ones refined as your needs evolve.
Stay current
When the underlying platform changes, keeping your configuration working is our job.
What you get
Continuous improvement
Your setup keeps changing as your business does, rather than going stale.
One point of contact
William handles everything — you never deal with platform support directly.
Remote access for fast fixes
A remote session lets us resolve issues directly — no scheduling required for simple fixes.
WORTH SAYING

This is the self-serve path

Everything above describes setting the system up so you run it. That is the right choice for owners who want the capability in-house, and it is what the setup tiers on the pricing page cover.

If you would rather not run anything at all, the Back Office plans skip this entirely. There is no install on your machine, no connectors to authenticate, and no walkthrough to attend — the work runs on our side and finished documents arrive on a fixed schedule. Most people who are tired of month-end want that one.

START HERE

One month. Closed properly. $497.

Either path starts the same way: one real month of your books, closed properly, so you can judge the work before committing to a setup.

Get Your First Close — $497 See setup pricing