STEP 01
Before the session
Prepare the live build
Focused Diagnostic & Build Plan
A focused diagnostic captures the inputs needed to make the live build productive. No main hub is built before the call.
Current-State Snapshot
Capture your current tools, recurring work, and primary operational bottleneck.
Tool & Access Confirmation
Confirm Notion Business, Claude Cowork, and any source-tool access needed for the live session.
Live Build Priority
Identify the highest-value workflow to fix and configure together on screen.
