PROSPECTING OS - STARTER
Chirag Shah Coaching, powered by Claude

Stuck at any point, today or six months from now? Open Claude and say:

   Read COACH.md and help me.


BEFORE YOU START

Two things have to be true.

1. YOU NEED A PAID CLAUDE PLAN.
   Pro, Max, Team or Enterprise. The Opus model is paid only. On the free
   plan this setup cannot run. Upgrade at claude.ai/settings, then quit and
   reopen the Claude desktop app.

2. YOUR AI OS SHOULD BE DONE FIRST.
   Prospecting OS builds on it. Your Constitution and your Voice carry
   straight over, which is why this setup is short. If your AI OS is not
   finished yet, watch today and install after. Your CSM can help you get
   it set up.


SET UP. FIVE STEPS, ABOUT TWO MINUTES.

1. DO NOT UNZIP THIS FILE.
   Leave it exactly as it downloaded. Claude opens it for you.

2. OPEN THE CLAUDE DESKTOP APP.
   Don't have it? Get it at claude.ai/download and sign in. This runs in
   the desktop app, not in your browser.

3. MAKE YOUR PROSPECTING OS PROJECT.
   Click Projects in the sidebar, then New Project, and name it exactly:

      Prospecting OS

4. ADD THIS ZIP TO THE PROJECT.
   Use the + button and pick the file you just downloaded. That's it.
   One file. Claude reads everything inside it.

5. SET THE MODEL TO OPUS, THEN SAY EXACTLY THIS:

      set me up

That's the whole install. Claude takes it from there, one step at a time,
and tells you where you stand after every step.

You will be asked to do exactly three things along the way: push a couple
of connect buttons, export your contacts out of Compass, and say yes to
one permission. Claude does the rest.


ABOUT YOUR MORNING BRIEF

You already have a Morning Brief from your AI OS. This does not add a
second one. Setup finds the one you have and upgrades it in place, so you
still get exactly one brief each morning. It just does more now: it drafts
replies to your new leads and warm notes to your past clients while you
sleep.


This is the only file here meant for you. START-HERE.md, CLAUDE.md,
COACH.md and the agent files are Claude's instruction sheets.
