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    Resources & Setup Guides

    Everything you need to get started with Ask Alex in your workflow

    Get Selling Smarter in 15 Minutes

    Complete the essentials (Phases 1-3 + 6) and start using AskAlex on real opportunities today.

    Quick Path

    15 min to start

    Full Setup

    1 week to master

    15-Minute Quick Start

    2 min

    Get Claude Pro

    Phase 1

    3 min

    Connect AskAlex

    Phase 2

    2 min

    Verify it works

    Phase 3

    8 min

    Use on real opportunity

    Phase 6

    Personalization Roadmap

    Tier 1

    High Impact, Low Effort

    Quick wins that make a big difference

    • Create one Project for active opportunities (5 min)
    • Connect Google Drive (3 min)
    • Enroll in 10-day course (2 min)
    Tier 2

    Game-Changing

    Personalization that transforms your results

    • Upload DISC/personality profiles (10 min)
    • Create Personal Profile doc (20 min)
    • Add custom Project instructions (15 min)
    Tier 3

    Optimization

    Fine-tune for maximum effectiveness

    • Organize Google Drive folders (30 min)
    • Upload success stories (ongoing)
    • Set up memory features (ongoing)

    Step-by-Step Setup Guide

    Quick Reference

    When You Need To...Ask AskAlex To...
    Qualify an opportunity"Run this through the PIM framework"
    Write an email"Draft this message and check for brain triggers"
    Prepare for a call"Map my conversation strategy"
    Build urgency"Quantify the business case using IPRE"
    Handle objections"What should I say when they say [objection]?"
    Understand a prospect"Use Think-As to analyze from CFO perspective"
    Getting ghosted"Help me get a reaction and move forward"
    Review what happened"Analyze this call transcript"

    Starter Prompts

    Qualify an Opportunity

    "I have a new lead at [COMPANY]. They're interested in [PRODUCT]. Run this through the PIM framework and tell me if it's worth pursuing."

    Craft a Message

    "Draft a follow-up email to [PROSPECT] after our demo. Use check_brain_response to make sure it doesn't trigger threat responses."

    Prepare for a Call

    "I have a call with [PROSPECT] tomorrow. Use think_as to help me understand their perspective as a [ROLE] and map my conversation strategy."

    Troubleshooting

    Master AskAlex in 10 Days

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