I asked Claude to help plan outreach for two speaking conferences in May. It handed me a generic strategy and started creating Gmail drafts before asking me a single question. Five drafts in, I stopped it.
So I made it audit itself. And it told on itself pretty fast.
In this 2-minute screen recording, y'all can watch exactly how this played out, what Claude got wrong, how it diagnosed its own mistakes, and how the best output from the whole conversation came from me rewriting one email in 2 minutes with my own voice.
Plus some honest tips after months of using Claude daily: which model to use when, how to push back when it says it can't do something, and what to do when it's just acting strange.
📖 Get The Balanced Millionaire: Advisor Edition: https://cpa.click/jackie
🌐 Learn more: jackie.cpa
🎙️ The Concierge CPA Podcast: https://www.youtube.com/@jackiemeyercpa
⏱️ Timestamps:
0:00 - Claude ignores everything it knows about me
0:15 - I make it audit itself
0:30 - What it got wrong
0:45 - The email I rewrote in 2 minutes
1:00 - Practical tips after months of daily use
1:40 - The real split between you and AI
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