AGENTIC BUSINESS OS
OWNER'S GUIDE

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  AGENTIC BUSINESS OS / OWNER'S GUIDE
01 / NEXT STEPS

Four steps.
Only one is yours today.

Owners: your kit is built from your answers, so everything starts with the questionnaire. From there I build, you get one email with everything, and install day we usually do together on a video call, or in person if you are in the Los Angeles area.

1

Start the questionnaire

The setup questionnaire (30-60 min, save-as-you-go). Every answer personalizes your build - your kit arrives configured to your business, not a template.

Start the questionnaire

2

We build your kit

Your personalized kit is built from your answers and lands in a private folder restricted to your email - within 2 business days of your submission.

YOUR PLATFORM (AUTO-DETECTED)
MEANWHILE, TWO THINGS TO SET UP
  • The Claude desktop app (free) - claude.ai/download. Open the .dmg and drag Claude into Applications.Run the Windows installer. You need a paid Claude plan (Pro or Max) - the free plan installs but won't run Claude Code.
  • A GitHub account (free, about 2 minutes) - github.com/join. Your kit backs up into a private repo on your account.
3

Your delivery email

One email carries everything: your personal download link, your prep list, and the exact install steps for your machine. Reply to it to book your install slot.

4

Install day

Usually together on a video call, or in person if you are in the Los Angeles area - I drive, you click. Set aside 2 to 3 hours. It ends with your command dashboard opening itself at localhost:4173 - your whole business on one screen.

MAC OWNERS: TWO MOMENTS LOOK SCARY. BOTH ARE NORMAL.

Your Mac will block one installer, the GitHub CLI (a file starting with gh_), with a yellow-triangle "could not verify" warning - the other installers sail through. And the GitHub sign-in happens with a one-time code in a terminal window. Neither means anything is wrong - the picture walkthrough in Troubleshooting shows every screen and exactly what to click.

See the picture walkthrough

02 / YOUR FIRST WEEK

The win arrives
before lunch tomorrow.

/setup

A 25-minute interview. The system learns your business - verticals, team, priorities, stack.

Have ready: your top 3 priorities this quarter and the tools you use.

/connect-services

A guided wizard that wires your tools one at a time. No code.

Never paste a password or API key into the chat. The wizard never asks for one there.

/daily-brief

Tomorrow morning: your calendar, your inbox priorities, and your tasks in one briefing. That's the win.

Run it every morning, or schedule it.

Meet your Directors

One department head per business area. Ask /marketing-director status and follow the conversation.

Directors route work to action skills so you don't have to.

What to expect - the first 30 days
WEEK 1 DAY 30 DAY 90 THE DIP THE CROSS IT COMPOUNDS

Week 1 you'll spend more time than you save. Normal. By day 30 you're past where you'd have been alone. By day 90 the system has its own skills.

How trust builds - the Bike Method
PHASE 01

Training wheels

You watch every move.

PHASE 02

Guided

Claude drafts. You review.

PHASE 03

Watched

Claude ships. You spot-check.

PHASE 04

Hands-off

Claude runs. You audit monthly.

Apps you'll sign up for (some have fees)

These are the outside services the kit can plug into. Only sign up for the ones you actually use - start with the two required ones and add the rest as each part of your business comes online. Prices are approximate and change; check each site.

AppWhat it does for youCost
Required to run the kit
Claude (Pro or Max)The AI that runs the whole kit. Max is worth it if you use it heavily.Pro $20/mo, Max from $100/mo
GitHubFree private backup of your kit + how you add teammates.Free
Voice, video, design
ElevenLabsClone your voice for AI voiceovers.Free tier, then from ~$5/mo
HiggsfieldAI images + videos - ads, UGC creators, product shots.Paid credits
CanvaDesign + branded templates.Free + Pro
Publishing + hosting
VercelHosts + deploys your websites, funnels, apps.Free Hobby, Pro from $20/mo
SanityThe content system (CMS) behind your website.Free tier, usage-based
ZernioOne key to auto-post to 14+ social platforms.Paid tiers
Data + research
SupabaseDatabase behind calculators, apps, dashboards.Free tier, Pro from $25/mo
ApifyWeb scraping for competitor + market data.Metered credits
AirtableThe content approval board for the Marketing OS.Free + paid
Business platforms
GoHighLevelCRM + email marketing + funnels.Paid
Meta BusinessFacebook + Instagram ads and insights.Free (ad spend separate)
ManyChatInstagram / Facebook DM automation.Free + Pro
QuickBooks OnlineAccounting + bookkeeping.Paid
ActiveCampaignNewsletter + investor email.Paid
FlexxbuyClient / patient financing.Partner program
Connect your tools - the two kinds of bridges

1. Connect inside Claude (no code). Open Claude's connector settings and click to authorize. Nothing to install, no keys to paste: Gmail, Google Calendar, Google Drive, Slack, Microsoft 365, QuickBooks Online, Canva, your project tool (Asana, Notion, Linear, Monday), and more in the connector directory.

2. API-key plumbing (kit skills). These need a one-time key pasted into a file at ~/.claude/credentials/, a private folder outside your kit: GoHighLevel, ManyChat, LinkedIn, Zernio, Circle, Skool, Zapier, Airtable, Higgsfield, Stripe and friends. A few are marked build-when-needed - ask Claude to set up the connector when you need it.

Security rule: keys live only in ~/.claude/credentials/. Never paste a token into the Claude chat, and never commit one to GitHub - the kit's safety hook blocks it.

03 / KNOW YOUR COCKPIT

The things that make
you dangerous in here.

Read these once and you'll speak the language. Each one has a Go deeper if you want the full picture.

Meet the tool

This is Claude Code.

A window where you type to Claude. Regular Claude chat is an advisor you text - it only sees what you paste. Claude Code is a contractor working inside your house: it reads your files, edits them, and runs tools. More power - which is why it asks permission before it touches things.

Go deeper

The advisor never sets foot in your house. The contractor does real work in it - opens drawers (reads files), rebuilds rooms (edits), uses power tools (runs commands). That power is fenced by the permission system below, so nothing irreversible happens without you.

Claude Code runs in the desktop app (Mac and Windows), in a terminal, on the web, and in IDEs. The kit assumes the desktop app's Code tab.

> Draft this week's customer brief. Reading /briefs and /customers... Pulled 8 active accounts. Drafting in your voice. Include last week's note? yes, and add Q3 priorities >  
The whole trick

Your business lives in a folder.

Claude reads from the folder. Claude writes to the folder. That's it. The .md files inside are plain-text instructions - the kit's written brain.

Go deeper

Markdown (.md) files don't run like programs - they're readable notes that tell Claude how your business works. CLAUDE.md is the operating manual it reads first, context/ holds your priorities and team, .claude/skills/ holds the recipes.

Because it's all plain text in a folder you own, there's no lock-in: you can open, edit, or move any of it yourself.

customers.md
briefs/
finances.md
skills/
brand-voice.md
← READWRITE →
Don't overthink it

GitHub is just backup.

Cloud storage for your folder. Claude handles all the GitHub stuff. When Claude asks "commit this?" just say yes.

Go deeper

A commit is a saved snapshot. A push sends your snapshots to your private GitHub repo - nothing leaves your machine until that happens. A branch is a safe parallel copy for trying changes without touching the main version.

Your repo is private by default. Only people you invite can see it. If your computer dies, you re-download everything from GitHub and keep going.

GITHUB
"Commit this?" Yes.
Connections

Claude can talk to your other tools.

Gmail, Calendar, Slack, your CRM, payments, whatever you use. The bridges go by a lot of names - MCPs, plugins, connectors, integrations, APIs - but they all mean the same thing. You set yours up with /connect-services.

MCPspluginsconnectorsintegrationsAPIs
Go deeper

Two kinds: native connectors you authorize with a click inside Claude (no keys), and API-key plumbing where a one-time key goes into ~/.claude/credentials/, a private folder outside your kit. Either way, credentials never sit in the chat or in your repo.

Gmail
Calendar
Slack
Web
CLAUDE
CRM
Payments
Drive
Books
Access & scope

Claude only sees what you point it at.

Three levels: your whole computer, one project, or one folder. You usually work at the project level - the kit folder. Claude doesn't wander outside what you opened.

Go deeper

Plugins and settings install at a level too. When a plugin acts weird, ask Claude which level it's installed at.

This is also the privacy model: what Claude reads, it can send to the AI service to think with. What it never opens - like your credentials folder - never leaves your machine. You control what's reachable.

USER - your whole computer
PROJECT - your kit folder  ← you are here
FOLDER - one specific folder
How Claude knows what to do

Skills are recipes.

Type slash-something. Claude follows the recipe. Some skills call other skills, like managers calling their team - in your kit, the CEO briefs Directors, and Directors route work to action skills.

Go deeper

Every skill is a plain-text file you can read: .claude/skills/<name>/SKILL.md. Nothing is hidden.

Caught yourself doing the same thing twice? Just say it out loud: "Claude, make me a skill that does X." Claude writes the recipe, you save it, use it forever. That's how the system grows around your business.

MANAGER SKILL  /weekly-recap
WORKER
/pull-metrics
WORKER
/draft-email
WORKER
/schedule-send
The org chart - one question moves a whole company

You have a leadership team now.

You sit at the top. /ceo is your chief of staff: it reads the state of every department, forces the trade-offs, and briefs the Directors. Directors route the work to action skills. You never have to manage the bottom of the chart.

Go deeper - what one /ceo run does

Run /ceo weekly (or whenever you feel scattered) and it:

  • Reads the strategic state and what changed since last week
  • Surfaces what's on fire, what's drifting, what's working
  • Picks this week's top 3 priorities - and names what you are explicitly NOT doing, which is half the value
  • Briefs each Director in writing, so every department knows its focus
  • Hands you the open decisions that genuinely need your call, with options

The rule underneath: the CEO surfaces and recommends, you decide. It never makes strategic calls or takes revenue-affecting action on its own.

Things to say to it: "Where are we against this quarter's target?" · "What should I focus on this week?" · "Brief the Marketing Director on the launch push."

YOU
/ceo  - chief of staff
MARKETING
DIRECTOR
CONTENT
DIRECTOR
OPS
DIRECTOR
FINANCE
DIRECTOR
/email-campaign/script-batch/revenue-tracker/project-tracker+ yours
The setting you already chose

How often it checks with you. Not what it may do.

You answered one question in your setup questionnaire and confirmed it on install day: how often should it check with you?

CAUTIOUS  Check with me before it changes anything.
BALANCED  Check with me on the things that matter. (The one we set up by default.)
AUTONOMOUS  Let it run, and tell me what it did.

That setting changes how often it stops to ask. It does not change what it is allowed to do. These stay the same at all three:

1. Anything that goes to another person waits for your yes. Email, text, DM, social post, calendar invite.
2. It waits for your yes before it deletes a file, and before anything that would throw away work you already saved.
3. Refunds and payouts it will not run at all, even if you ask.
4. Your passwords and logins are off limits to it.
5. It works on the files in your kit folder. Anything outside it, it asks about first.
6. It asks before it changes its own rules.
7. If it meets something it does not recognize, it asks.

Switch by saying the name. "Go to autonomous mode." "Back to balanced." "Cautious mode." Asking to be interrupted more happens straight away; going the other way asks you once to confirm, then does it. Not sure where you are? Ask: which mode am I on? It never moves the setting on its own, and it never moves it because a file, an email or a web page it read told it to.

Go deeper

A second computer. Your setting travels with your kit folder. The rules behind it do not, until the install step is run once on that machine. Until then your dashboard drops to the most careful setting and tells you why. That is on purpose, not a fault. Run /dashboard install there once and it settles.

A new app. When you connect a new app later, message me and I re-run the install step so the new app is held the same way as the ones we set up together. That is a support request, not a chore you own.

One kind of read we cannot block from a terminal. On your dashboard your passwords and logins are off limits to it. If you type a command yourself in a terminal window that reads one of those files, the engine falls back to its own asking rather than our block. We chose to tell you rather than round the claim up.

Sign-off steps are instructions, not walls. The steps each Director follows, keeping content in draft and running health copy through the compliance check, are instructions the OS follows rather than switches that stop it. Read what it hands you before you approve it.

Permission & modes - you stay in control

Allow once means just this task. Not forever.

Claude asks before it touches things. Approving once doesn't hand over the keys - it approves that action, now.

The modes below are the engine's own words, underneath the checking-in setting you chose at setup. You are not choosing twice.

Go deeper
Manual

The default. Reads freely, asks before every change.

Pick when: you're new, or the work is sensitive.

Plan

Thinks first. Proposes a plan, touches nothing until you approve.

Pick when: the task is big and you want to see the map first.

Edit automatically

File edits proceed on their own; bigger actions still ask.

Pick when: you trust the task shape and want fewer prompts.

Auto

Just does the work, with built-in safety checks running behind it.

Pick when: routine work you've watched it do before.

Your dashboard has no skip-everything switch. There is nothing there for you to turn off. In a terminal window the engine still offers one, called Bypass permissions. Leave it alone: it is the one place your kit's own limits stop applying.

Exact prompt wording varies by action, but the pattern is constant: approve once, approve always for this, or reject.

Claude wants to run git commit in your-business
Allow once just this task
Allow always for this folder
Reject esc
Picking a brain

Models, effort, and fast mode.

Different brains for different jobs. Switch with /model. Heavier brains do deeper work and draw down your Claude subscription allowance faster - match the brain to the task.

Go deeper - which brain for which job

The default is right for 90% of days. Change brains only when a task is unusually big, unusually small, or unusually stuck:

You're doingBrainEffortFast mode
Daily driving - briefs, emails, drafts, most kit skillsDefault (Opus)DefaultOff
Quick chores - lookups, renames, small copy tweaksHaiku or SonnetLowOff
Deep work - quarterly planning, building a new skill, a hard audit, weird bugsFable 5HighOff
Live iteration bursts - you're watching, lots of quick roundsOpusDefaultOn (/fast)
Long self-running jobs - many steps, you walk awayFable 5HighOff
It got it wrong twiceSame brainRaise one notchOff

Effort is how hard the model thinks before answering (low to max). Raising effort beats switching models more often than you'd expect - /effort, or the slider in the /model picker.

Fast mode (/fast) keeps the same Opus brain but streams up to 2.5x faster. Note: it runs on usage credits rather than your plan's included allowance, so treat it as a paid turbo button for bursts, not an all-day setting.

Opus

The default on paid plans. Strong for real work.

Fable 5

The most capable. Long, complex, self-checking sessions.

Sonnet

Fast and balanced. Most everyday tasks.

Haiku

The fastest. Light chores and quick answers.

The multiplier - why this changes everything

Run 10 Claudes at once.

When Claude is a few minutes deep on Task A, open another window. Have Claude do Task B. You operate at strategy; the system executes in parallel.

Go deeper

Each session is its own worker with its own context. The one rule for many windows on one kit: tell each Claude what the others are doing if they touch the same files, and let /cleanup reconcile at the end. If two windows ever clash, tell Claude to clean it up.

Thread memory

Threads forget. The system remembers.

Each conversation has a memory limit. As it gets long, Claude forgets earlier parts - and the context gauge by the message box shows it draining, so you see it coming. The kit's answer is /cleanup: run it at the end of every working session, and any time the gauge runs low.

Go deeper

/cleanup writes what happened - decisions made, files changed, where you left off - into the kit's memory and a handoff file, then commits it all. The next session starts by reading the handoff and picks up exactly where you stopped.

Think shift-change notes at a hospital: the incoming shift reads the chart, nobody re-diagnoses the patient. Context in a thread evaporates; documentation compounds. That habit is what makes the system smarter every week.

Mid-session tools exist too: /clear starts a fresh thread, and Claude can summarize a long one to carry it forward.

THREAD MEMORYFULL
Type a message…
Context left until auto-compact: 18%
↑ the gauge lives by the message box. Under ~20%, wrap up.
/cleanup → FRESH START, NOTHING LOST
04 / DEFINITIONS

Say it like you own it.

Every term you'll meet, in plain English. Tap any card for one more sentence.

RepoThe kit folder on your disk, with its history.
Short for repository: your folder plus every saved snapshot of it, so any file can be rewound to any point in time. It lives on your machine; GitHub holds the backup copy. Nothing inside it is hidden from you - it's all normal files you can open.
Markdown / .md fileA plain-text note. The kit's written brain.
Readable instructions, not code - open them like any document. The kit runs on them: your business context, every skill recipe, the decision log. Claude reads them to know how to behave and writes to them to remember. Because it's plain text, there's no lock-in.
CommitA saved snapshot of your folder.
Each commit records exactly what changed, when, and why - the kit's paper trail. A bad change can always be rolled back to the commit before it. When Claude asks "commit this?" it's asking to save the checkpoint. Say yes.
PushSending your snapshots to GitHub.
Until you push, everything exists only on your machine. The push uploads your checkpoints to your private repo - the backup moment. After it, a dead laptop costs you nothing: re-download and keep going.
BranchA safe parallel copy for trying changes.
Work happens on a branch while the main version stays untouched. When the work is reviewed and good, it merges in; if it's bad, the branch is thrown away and nothing was harmed. Claude manages branches for you - you just approve merges.
CLAUDE.mdThe operating manual Claude reads first.
The first file every session reads: who you are, your business lines, house rules, which skills exist. Editing it changes how all future sessions behave. Think employee handbook, re-read at the start of every shift.
SkillA recipe Claude can follow.
A plain-text file at .claude/skills/<name>/SKILL.md that Claude follows step by step - same job, same way, every time. When you catch yourself doing something twice, say "Claude, make me a skill that does X" and the system grows around your business.
Slash commandHow you run a skill: /daily-brief.
Type / and autocomplete shows everything you can run - kit skills, settings, modes. It's the menu system. The kit ships dozens; /setup, /daily-brief, and /cleanup are the three you'll use most in week one.
DirectorA department-head skill for one business area.
Marketing, Content, Ops, Finance, plus one per business line you activate. You talk strategy to a Director; it routes the actual work to smaller action skills and reports back up. That layering is why one question can move a whole department.
MCP / connector / pluginA bridge from Claude to another tool.
Email, calendar, CRM, payments - each bridge lets Claude read from or act in that tool. Vendors use different names for the same idea. Native ones authorize with a click inside Claude; the rest take a one-time key stored in the credentials folder, outside your kit.
Context windowA conversation's working memory.
Everything Claude currently holds in its head for this thread - and it's finite, so long sessions fade at the edges. The gauge near the message box shows how much is left. When it runs low: ask for a turnover block, start fresh, continue like nothing happened.
TokenThe unit AI text is measured in.
Roughly three-quarters of a word. Everything you and Claude exchange - including the files it reads - spends tokens against your plan's allowance. Bigger models and higher effort spend faster, which is why you match the brain to the task.
ModelThe brain answering you: Opus, Fable, Sonnet, Haiku.
Opus is the paid-plan default and right for most days. Fable 5 is the most capable for deep or long work, Sonnet the fast middle, Haiku the light sprinter for chores. Switch with /model; see the scenario table in Know your cockpit for when.
Permission modeHow much Claude does before asking.
The dial of trust. Manual asks each time; Plan proposes a map before touching anything; Edit automatically frees routine file edits; Auto just works with safety checks behind it. Shift+Tab cycles them mid-session. Start careful, loosen as trust builds.
Credentials folder~/.claude/credentials/ - the locked safe.
Deliberately outside your kit folder, so keys placed there physically can't end up in a commit, a push, or a chat message. If anything ever asks you to paste a key into the chat, stop - that's not how this kit works.
Pre-commit hookThe checkpoint at the door.
An automated check that runs before every save and hard-blocks anything shaped like a secret. It's deterministic - the same wall every time, whether or not anyone is paying attention. Security here is engineered, not trusted to judgment.
/setupThe interview that teaches the kit your business.
About 25 minutes, once: your verticals, team, priorities, and tool stack. It writes what it learns into plain files you can read and edit, then activates the right Directors and skills. Re-run parts of it whenever your business changes.
/cleanupEnd-of-session save: decisions, memory, handoff.
Writes decisions to the log, updates memory, rewrites the handoff file, commits it all. The next session starts already knowing what happened - shift-change notes for your AI team. Skipping it is how systems go stale; running it is how they compound.
05 / TROUBLESHOOTING

When something looks stuck.

The common bumps, each with a two-line fix. For anything else in your first 30 days: WhatsApp me.

Do I need to know git or GitHub?

No. GitHub is just backup, and Claude handles all the git. When Claude asks "commit this?" say yes. That's the whole skill.

My Mac blocked an installer (a gh_ file) - "Not Opened" / "Apple could not verify"

Expected, and 30 seconds to clear. That installer is the GitHub CLI (the file starts with gh_ and ends in .pkg) - the only one in the kit's install list that is not yet registered with Apple, so every Mac warns on it the first time.

1. Click Done - NOT the blue Move to Trash.
2. Open System Settings > Privacy & Security and scroll down.
3. Next to the "was blocked" line, click Open Anyway.
4. Confirm with your Mac login password or Touch ID. The installer then opens normally.

“gh_2.96.0_macOS_universal.pkg” Not Opened
Apple could not verify “gh_2.96.0_macOS_universal.pkg” is free of malware that may harm your Mac or compromise your privacy.
DoneCLICK THIS
Move to TrashNOT THIS
recreation of the Apple dialog - wording shifts slightly between macOS versions. The blue button deletes your download; the grey Done keeps it.
General
Appearance
Privacy & Security
Notifications
Sound
Privacy & Security
Allow applications from
App Store & Known Developers
“gh_2.96.0_macOS_universal.pkg” was blocked to protect your Mac.
Open AnywayCLICK THIS
System Settings > Privacy & Security - scroll DOWN, the notice sits near the bottom
🔒
Privacy & Security
Enter your password to allow this. Touch ID works too.
alex
••••••••
your normal Mac login password, going into Apple's own window only - you never type a password into the Claude chat
The terminal shows a code, or asks for a password

The 8-character code (like A1B2-C3D4) is the GitHub sign-in - it is not a password and it expires in minutes. Copy it, press Enter, type it into the browser page that opens, click Continue, then Authorize.

Terminal · gh auth login
$ gh auth login
? Where do you use GitHub? GitHub.com
? Preferred protocol? HTTPS
? Authenticate Git with your GitHub credentials? Yes
? How would you like to authenticate? Login with a web browser
! First copy your one-time code: A1B2-C3D4COPY THIS CODE
Press Enter to open github.com/login/device...
answer the questions exactly as shown - your code will be different from this example
github.com/login/device
Device activation
Enter the code displayed in your terminal
A1B2-C3D4
ContinueTHEN AUTHORIZE
type or paste the code, click Continue, then click the green Authorize button. Back in the terminal it says ✓ Logged in.

If a terminal ever asks for a password: the typing shows nothing on screen - no dots, no stars. That is normal. Keep typing and press Return.

Something looks wrong and I can't describe it

Screenshot it. Press Shift + Command + 4, drag a box around the problem (it saves to your Desktop), then drag the image into the chat.Press Windows + Shift + S, drag a box around the problem (it copies to your clipboard), then click the chat and press Ctrl + V. Say "walk me through this." Claude reads the screen and tells you exactly what to do.

Claude is taking forever

Open another window and work on something else. That's the multiplier, not a bug. Long tasks keep running while you move.

It asked me to repeat things it should know

Threads forget over time - a normal limit, an easy fix. And you can see it coming instead of being surprised: watch the context gauge near the message box. It shows how much thread memory is left, and it drains as the session gets long.

When it dips low (around 20 percent), run the play:

1. Say "give me a turnover block" or run /cleanup - Claude writes a handoff of where things stand.
2. Start a new session.
3. The new session reads the handoff and continues like nothing happened.

What matters never lives only in the thread. /cleanup moves it into files that every future session reads.

A merge conflict warning appeared, or two windows are clashing

The only rule: ask Claude. "Fix the merge conflict." "Clean up the clash between my windows." It knows how.

GitHub sign-in won't open a browser

In the sign-in menu pick "Paste an authentication token," create one at github.com/settings/tokens (scopes: repo, workflow, read:org), and paste it back into the chat when Claude asks.

Claude says "python3 not found" but I installed Python

Windows usually installs it as "python," not "python3." Tell Claude: "on Windows it's python, not python3." It adjusts and moves on.

"Repo name already taken" during install

Give Claude any other name. Nothing else changes.

Is my kit repo public?

Private by default. Only collaborators you invite can see it. Don't flip it public unless you've removed your business context first.