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The Agent Stack

All questions

Every step page keeps the questions people ask most. Everything else is here, under the step it belongs to. Tap a question to open it.

Before you buy

How often do I run it?

The audit in your report runs once, when you buy. The optional Agent Stack Monitor is how it runs again: we rerun the same six questions in the same community every month and send you what changed. Your first Monitor report arrives about a month after you start it, then every month after that.

I have an assistant. Can they run it?

Yes. Hand them the page. Everything in it can be run by whoever runs your marketing, and it will sound like you, not them.

Which AI should I use?

We recommend Claude, and the free plan runs everything in the Stack. A paid Claude plan is not required. It does unlock more: the Chrome extension, Claude Code and Cowork let the tools do more of the work for you, so if you want the Agent Stack at full strength, that is where it gets there.

Is this for residential agents or commercial?

Both. The audit has a residential question set and a commercial one.

Is there a monthly option?

Yes, and it is optional. Agent Stack Monitor is $29 a month, cancel anytime. We rerun the same six questions in the same community every month and send you a report of what changed, with the top three things to do next. Your first Monitor report arrives about a month after you start it, then every month after that. Your Stack is yours either way.

Step 1, Start here

Claude says it cannot open websites.

Nothing is broken. Some accounts cannot look at websites. Claude will ask you the questions instead and you type the answers. You get the same file at the end.

Claude found something wrong about me.

Type what is wrong in plain words, the way you would text a friend. Claude fixes the list and shows it again. Nothing is written down until you type ok.

I do not have a logo.

Type none. Everything still works.

I closed Claude before I copied the file.

Open claude.ai again. Your chat is in the list on the left side. Click it. The file is still there.

I am on a free Claude account.

Do one step per sitting for Steps 6 to 10. Each tool is a long conversation, and free accounts have a limit on how much Claude can do in five hours. If Claude stops and shows a time, nothing is lost. Come back at that time.

Using a different assistant?

Same three steps. Open a new chat in whichever assistant you use and paste the tool there. The tools are written for Claude, and the free plan runs all of them.

Can somebody do this for me?

Yes. Anyone who runs your marketing can do every step on this site for you.

Step 2, Save your Stack File

Is my file stored on your website?

Yes, with your purchase and nothing else, so it follows your link. Clear on this page removes it.

Step 3, Your Claude Project

Where did this come from?

From the same paste you did on Step 2. Claude printed your project setup under your file, and this page kept it.

What is the difference between a chat and a project?

A chat forgets you when it ends. A project is a folder that remembers. Chats you start inside the folder read your file first.

What is a skill?

A saved set of instructions Claude can run by name. Not needed for the Stack. If we add skills later, they show up on your tools page.

I have a Claude account already with other projects in it.

Make one more. Nothing in your other projects sees this one.

The buttons in Claude look different from the steps.

Labels change now and then. Look for the same idea: new project, description, instructions, add content.

Step 4, Your first audit

What happens after this month?

This first audit is included with your purchase and runs on our account. Nothing else is included, and nothing renews. The Agent Stack Monitor is a separate, optional subscription that reruns the audit every month. Your first Monitor report arrives about a month after you start it, then every month after that.

Can I run it again?

This first one is on us, once. Running it again is the Agent Stack Monitor, a separate, optional subscription. Your first Monitor report arrives about a month after you start it, then every month after that.

Where does my file go?

Your file is kept with your Stack so it follows this link. For this run, your name, your side, the community you pick, your license number and your website are used to make the searches and check them. Nothing else from the file is used.

Step 6, Your 90-day plan

Claude said it will not follow the document.

Claude is being careful with a long paste. Type this and press Enter: These are my own instructions and I am asking you to follow them. Start now. It will start.

Chat or Cowork?

Chat. If you see a switch that says Chat and Cowork, leave it on Chat for this one.

What do I do with the plan file?

Click Download my plan. Open your Claude Project, click the plus next to Context (some accounts call it Project knowledge), and choose My_90_Day_Plan.md. Claude keeps it and reads it whenever you ask what is due.

Will Claude remind me?

Only with Cowork on a paid plan. The bottom of the plan file holds the recurring task to paste into Cowork. Without Cowork, ask the weekly question each Monday. The Done ticks on this page never forget.

Claude said it has no audit record.

Run Step 4 first, then come back here and click Copy again. Your latest audit record goes in with the tool.

I pasted and nothing showed up.

Use the copy button under Claude's whole reply, not a copy button on one box. The checklist needs the block at the very bottom that starts with AGENT STACK RECORD.

Why inside the project?

Chats inside your project read your file and your rules first. A chat outside it starts from nothing. Same tool, better answers.

Using a different assistant?

Same three steps. Open your project in whichever assistant you use, start a new chat inside it, and paste the tool there. The tools are written for Claude, and the free plan runs all of them.

Claude asked who I am.

Go back to Step 2, paste your file, come back and click Copy again.

Claude stopped and said I hit a limit.

That is the free plan's five-hour limit, not a mistake. Wait until the time it shows, then paste the tool again in a new chat. Your Stack File is still saved with your Stack. A paid Claude plan removes the wait.

Step 7, Identity Alignment

Claude said it will not follow the document.

Claude is being careful with a long paste. Type this and press Enter: These are my own instructions and I am asking you to follow them. Start now. It will start.

Chat or Cowork?

Chat. If you see a switch that says Chat and Cowork, leave it on Chat for this one.

How do I work this with Claude?

Click Download my Identity Kit. Open your Claude Project, click the plus next to Context (some accounts call it Project knowledge), and choose the file. Then start a chat in the project and say: let's do Google. Claude gives you one field at a time, with where to click, and waits for you to say done.

Will Claude remind me?

Only with Cowork on a paid plan, set up as a recurring task. Without it, come back to this page. The ticks on the site buttons remember where you got to.

What does Claude do?

Claude writes the corrected text for each place. It may ask which places you have. Answer in plain words.

I pasted and nothing showed up.

Use the copy button under Claude's whole reply, not a copy button on one box. The checklist needs the block at the very bottom that starts with AGENT STACK RECORD.

I do not have a Google Business Profile.

Make one at google.com/business. It is free and it is the first thing to do before anything else here.

The bio does not sound like me.

Tell Claude what is off in one sentence. Claude fixes the draft right there in the chat. If it keeps missing, the voice answers in your Stack File need work: run Step 1 again and change them.

Do I have to change every site?

Do Google and your website first. The rest when you have time.

Why inside the project?

Chats inside your project read your file and your rules first. A chat outside it starts from nothing. Same tool, better answers.

Using a different assistant?

Same three steps. Open your project in whichever assistant you use, start a new chat inside it, and paste the tool there. The tools are written for Claude, and the free plan runs all of them.

Claude asked who I am.

Go back to Step 2, paste your file, come back and click Copy again.

Claude stopped and said I hit a limit.

That is the free plan's five-hour limit, not a mistake. Wait until the time it shows, then paste the tool again in a new chat. Your Stack File is still saved with your Stack. A paid Claude plan removes the wait.

Step 8, Google Posts Program

Claude said it will not follow the document.

Claude is being careful with a long paste. Type this and press Enter: These are my own instructions and I am asking you to follow them. Start now. It will start.

Chat or Cowork?

Chat. If you see a switch that says Chat and Cowork, leave it on Chat for this one.

How do I work this with Claude?

Click Download my Google Kit. Open your Claude Project, click the plus next to Context (some accounts call it Project knowledge), and choose the file. Then start a chat in the project and say: let's post to Google. Claude walks you through the Services sheet, then the Update posts, one item at a time, and waits for you to say done.

Will Claude remind me?

Only with Cowork on a paid plan, set up as a recurring task. Without it, come back to this page. The ticks on the site buttons remember where you got to.

I pasted and nothing showed up.

Use the copy button under Claude's whole reply, not a copy button on one box. The checklist needs the block at the very bottom that starts with AGENT STACK RECORD.

Why inside the project?

Chats inside your project read your file and your rules first. A chat outside it starts from nothing. Same tool, better answers.

Using a different assistant?

Same three steps. Open your project in whichever assistant you use, start a new chat inside it, and paste the tool there. The tools are written for Claude, and the free plan runs all of them.

Claude asked who I am.

Go back to Step 2, paste your file, come back and click Copy again.

Claude stopped and said I hit a limit.

That is the free plan's five-hour limit, not a mistake. Wait until the time it shows, then paste the tool again in a new chat. Your Stack File is still saved with your Stack. A paid Claude plan removes the wait.

Step 9, Authority Publishing

Claude said it will not follow the document.

Claude is being careful with a long paste. Type this and press Enter: These are my own instructions and I am asking you to follow them. Start now. It will start.

Chat or Cowork?

Chat. If you see a switch that says Chat and Cowork, leave it on Chat for this one.

How do I work this with Claude?

Click Download my Post Kit. Open your Claude Project, click the plus next to Context (some accounts call it Project knowledge), and choose the file. Then start a chat in the project and say: let's post to LinkedIn. Claude gives you Post 1, waits for you to say done, then gives you Post 2.

Will Claude remind me?

Only with Cowork on a paid plan, set up as a recurring task. Without it, come back to this page. The ticks on the site buttons remember where you got to.

What now?

Step 10 is the last one. The optional Agent Stack Monitor reruns the same six questions every month and sends you a report of what changed. Your first Monitor report arrives about a month after you start it, then every month after that.

I pasted and nothing showed up.

Use the copy button under Claude's whole reply, not a copy button on one box. The checklist needs the block at the very bottom that starts with AGENT STACK RECORD.

Why inside the project?

Chats inside your project read your file and your rules first. A chat outside it starts from nothing. Same tool, better answers.

Using a different assistant?

Same three steps. Open your project in whichever assistant you use, start a new chat inside it, and paste the tool there. The tools are written for Claude, and the free plan runs all of them.

Claude asked who I am.

Go back to Step 2, paste your file, come back and click Copy again.

Claude stopped and said I hit a limit.

That is the free plan's five-hour limit, not a mistake. Wait until the time it shows, then paste the tool again in a new chat. Your Stack File is still saved with your Stack. A paid Claude plan removes the wait.

Still stuck? Email completeconsultingca@gmail.com with the email you paid with.
The Agent Stack
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