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The Cowork Custom Setup

Welcome!

The Cowork Custom Setup is two private sessions with me, one to one. In the first we build your AI setup around your own research — your files, your folders, your project — and get one ancestor's records transcribed and organized while we work. Three months later we meet again for a tune-up: what's working, what drifted, what's next.

It's a working session customized to you, not an ongoing support contract. At the finish of each session, you will have your personal system to use Claude AI on your research captured in video recording and a written set of procedures.

The Cowork Custom Setup package is $997. I have limited space available each month and there is a waitlist. You don't pay anything today. Complete the application below and if it's a fit, I'll send you available times (pick what works for you) and a payment link. If it isn't, I'll tell you what would serve you better.

If your work is professional or organizational, that runs under a per-seat named-researcher license rather than the rate above. Tell me if that's what you are interested in, and I'll quote it if I'm able to take the work.

Name

Email address

1. Tell me about the research you'd bring. Which ancestor or family, and roughly what exists today — images, transcriptions, binders, a tree, notes. Be specific; it's what tells me where to focus on our time together.

2. Do you have quality digital images of records for that ancestor on your computer, right now?

A
B
C

3. How do you feel about your own computer? Not a test — it tells me the pace to work at.

A
B
C

4. What is your experience in working with AI? What are the top three things you use it for? No judgement — this tells me where to start your session so I don't cover what you already know.

5. Do you have a paid Claude subscription?

A
B
C

6. Do you research, write, or teach family history for other people, or plan to?

A
B
C
D

7. Where did you first hear about using AI for genealogy research and writing?

8. Anything I should know? A deadline, a worry, a reason this matters right now.