Getting Started with AskAlex
AskAlex takes 15 minutes to get running. Everything else is about making it yours — and that's where the real power lives.
Think of it like moving into a new house. You can sleep there the first night. But over time, you arrange furniture, hang pictures, stock the kitchen. The house works either way — but one feels like your house.
The "Get Going" Path
Phases 1–3 + 6. Start selling smarter today.
The "Maximum Impact" Path
Complete Phases 1–6 in your first week for full personalization.
Phase 1
Getting Claude Pro
Go to claude.ai
Visit claude.ai and click "Upgrade to Pro" in the sidebar or top navigation.
Complete the sign-up
$20/month or $17/month with annual billing. Verify your email if prompted.
Why Claude Pro? AskAlex is built on Claude's Model Context Protocol (MCP), which requires Claude Pro to access external tools and knowledge bases.
Phase 2
Connecting AskAlex to Claude
Open Claude Settings
Click your username in the bottom-left corner, then click the gear icon.
Go to Connectors
In Settings, click "Connectors" in the left sidebar.
Add Custom Connector
Click "Add custom connector". Enter "AskAlex" as the name. Paste the URL from your setup email.
Connect & Authorize
Click "Add", then "Connect". Sign in with your AskAlex email and password when prompted.
Set Permissions
Click "Configure" on the AskAlex connector. Switch from "Needs approval" to "Always allow" in the upper right.
Phase 3
Verify It Works
Start a new conversation
Click the + icon on the left side of Claude to start a fresh chat.
Test the connection
Type: "List available workflows for AskAlex" — you should see 6+ workflows including qualify_opportunity, guide_sales_conversation, and more.
Troubleshooting: If workflows don't appear, click the connector icon in your chat input bar and make sure AskAlex shows as "Connected."
Phase 4 · Personalization
Set Up Your Project Workspace
Create a Project
Click "Projects" in the left sidebar → "Create Project". Name it something like "Q1 Opportunities" or "Enterprise Prospects".
Add custom instructions
Include details about your industry, deal sizes, sales cycles, and key stakeholders so AskAlex can tailor its advice.
Pro Tip: Create separate projects for each major opportunity or industry vertical for the most targeted coaching.
Phase 5 · Personalization
Connect Google Drive & Personalize
Link Google Drive
Settings → Connectors → Find Google Drive → Click "Connect" and sign in to your Google account.
Organize your files
Create an "AskAlex Resources" folder with subfolders: Company Info, Personal Profile, Sales Materials, Client Intelligence.
Upload personal assessments
Add your DISC profile, StrengthsFinder results, professional bio, and communication style preferences.
Set your preferences
Go to Settings → General → Profile. Add information about yourself so Claude knows your context.
Name files descriptively so AskAlex can find them easily — e.g., "DISC_Profile_YourName.pdf" not "Document1.pdf".
Phase 6
Start Using AskAlex on Real Opportunities
Sign up for the 10-Day Course
Enroll in the email-based onboarding course that teaches you one AskAlex workflow per day — from qualifying opportunities to advanced techniques.
Run your first session
Try: "I have a prospect who [description]. Help me qualify this opportunity using the PIM framework."
Craft a message
Try: "I need to send an email to [prospect] about [topic]. Craft a message and run it through the crocodile brain analyzer."
Prepare for a call
Try: "I'm meeting with [prospect] tomorrow. Map out my conversation strategy and key questions."
Phase 7 · Personalization
Advanced Setup & Optimization
Custom project instructions
Add industry-specific context, deal parameters, compliance considerations, and ROI frameworks to each project.
Enable memory features
Settings → Memory → Enable "Remember details across conversations" so AskAlex builds context over time.
Load your success stories
Upload docs about deals you've won — what worked, what messaging landed, what the outcome was.
Share your voice
Upload examples of your best emails and proposals so AskAlex can match your tone and style.
Quick Reference: Your AskAlex Toolkit
Once set up, here's what you can ask AskAlex to do.
Troubleshooting
"AskAlex isn't showing up in my tools"
Verify you have Claude Pro (not free tier). Check that Connectors are enabled. Try disconnecting and reconnecting.
"AskAlex can't find my Google Drive files"
Confirm Google Drive is connected in settings. Make sure files aren't set to "Private". Try explicitly mentioning the file name.
"The brain analyzer isn't running automatically"
It runs automatically for sales copy, but you can also request it: "Check this through the crocodile brain analyzer."
"Responses feel generic"
Have you uploaded personal profile documents? Try starting prompts with: "Based on what you know about me..."
Ready to Launch?
Start a conversation with AskAlex about a real sales opportunity you're working on right now. The best way to learn is by doing.