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Session 2 · Setup 1 of 3

Claude Setup & AI Migration.

Install Claude everywhere you work, then bring across everything your old AI already knows about you. Memory, preferences and knowledge. The prompts are in the doc, we run them together on the call.

Open the Setup doc →
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Part 1 · Install

1.Set up Claude on the web

Create your account at claude.ai. This is home base.

claude.ai →

2.Download the Claude Desktop App

The desktop app is where the serious work happens, including Cowork later in the program.

claude.com/download →

3.Add the Claude Chrome extension

Lets Claude see and act on web pages with you.

Add to Chrome →

4.Put Claude on your phone

Download the app so you can voice-dump ideas wherever you are.

5.Switch off model training

Settings, Privacy, then turn "Help improve our models" OFF. Your business knowledge stays yours.

6.Download Wispr Flow voice typing

Speak instead of type, everywhere on your computer. You'll use it constantly through the Brain install, so set it up now.

Get Wispr Flow →
Part 2 · Migration

7.Export your memory from your old AI

Run the memory export prompt (in the doc) in your current AI tool, then import the output into Claude. Settings, Capabilities, Import.

Get the prompt →

8.Set up Personalisation

Run the personalisation prompt in your old AI. It writes your behavioural rules: how direct you want Claude to be, your tone, your conventions. Paste the output into Claude's Personalisation settings.

Get the prompt →

9.Run the Knowledge Extraction

The handover note from your old AI to your new one. Founder, business, ideal client, voice, stories and guardrails. Paste the output into a new Claude chat and save it as your raw knowledge.

Get the prompt →
Up next · Choose your path

Build your AI Business Brain™

Thorough AI history? Run the extraction mega prompt. Starting fresh or lean history? Use the guided interviews. Many clients do both.