Today's Schedule
0:00 – 0:10
Welcome & Setup
Whitney intro, chat warmup, get Claude open
0:10 – 0:20
Claude Setup Right
Memory, Personalization, Connectors — don't skip this
0:20 – 0:35
Claude Projects
Create your first Project — write instructions, upload files
0:35 – 0:55
Demo 1: Apex Advisory Group
Proposal, SOP, Landing Page — built live in Claude
0:55 – 1:15
Demo 2: Marcus Webb
IT Onboarding SOP + Asset Management Tool
1:15 – 1:25
Claude Desktop + Cowork
Beyond the browser — your machine, your files
1:25 – 1:30
Wrap Up + What's Next
Playbook, replay bundle, strategy call links