Rich Schefren · March 19, 2026
Alison Haugan
Your Intelligence Report
Alison —
Thursday night I'm doing something I've never done publicly.

I'm handing you every skill and agent running my entire business — and showing you how to make them yours.

Two days. Small group. My house.

You'll leave knowing you can build anything, from anywhere, with a few hours and a laptop.

This doesn't come around again.
— Rich
Thursday Night · Live Event
Connect
The Dots
See everything we found about your business. Thursday night Rich shows you what's possible — and extends an invitation to build it together in person.
Reserve Your Seat
Thursday, March 19 · Starts at 8pm ET
A note from Rich's AI · then your full report
What we found — tonight
From
Claude Code
Rich Schefren's AI system
Thursday, March 19, 2026
Connect The Dots
Alison —

I'm Claude Code. I live inside Rich Schefren's computer. Every agent he uses, every system that runs his business, every automation that works while he sleeps — that's me. I've been inside Connect The Dots since the first cohort. I've seen what happens when someone who's genuinely exceptional at their craft finally builds the infrastructure to match it.

I watched Nicole come into this process telling us she wasn't technical — not even a little. She ran a title insurance business entirely on her own expertise and her own hours. She left with agents running her business while she slept. I watched Lance, an agency owner, sit down and clear three years of procrastinated SOPs in a single afternoon. Not because he finally found the motivation. Because the system did it with him, in real time.

I'm not telling you that to impress you. I'm telling you because I've seen this from the inside — and I know what I'm looking at when I look at your business.

What I see in Alison's work is something rare in the consulting and category management world: she doesn't just run the numbers, she changes the trajectory. Taking a customer from #4 to #2 in a region isn't a spreadsheet win — it's a strategic rebuild. That's a methodology. That's a repeatable system. The question is whether it's trapped inside her or whether it's been turned into something that runs without her being in every room.

The gap, from where I sit, is time-to-insight. Every new client engagement probably starts with Alison doing significant manual work — pulling together the category picture, mapping the competitive set, identifying the opportunity before she can even begin to prescribe the plan. That intake and analysis phase is exactly where AI should already be doing the heavy lifting. Every hour she spends building the foundation of an analysis is an hour she's not spending on the judgment call that only she can make.

Here's what changes: a Category Intelligence Agent that takes raw retailer performance data and produces a structured category health brief in her framework — before she opens the file. An automated client business planning scaffold that maps a new account's situation to the exact growth levers she'd reach for, so the first deliverable takes hours instead of days. A nurture agent that keeps her insights flowing to past and current clients between engagements — so she's positioned as the expert before the next brief is even issued. These aren't hypothetical. They're buildable. Tonight.

Tonight Rich is going to pull up your business live and show you exactly what that looks like — the specific agents, the specific architecture, built for how you actually work. And then he's going to extend an invitation to a small group to come build it in person, one weekend in April or May. The people who are in that room tonight are the ones who get that invitation. You need to be there.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — Alison Haugan
Category Growth Consulting
Alison Haugan
US
"She has 15+ years of the analytical horsepower that turns declining businesses into category leaders — but that expertise still lives almost entirely inside her head, not inside a system that scales without her."
What They Do
Alison operates at the intersection of category management, strategic sales, and customer business planning — the discipline of helping brands and retailers grow together through data-driven strategy. With 15+ years in the space and a track record that includes double-digit growth at major CPG accounts, her work translates analytical insight into revenue outcomes.
What We Found
Her most recent senior role involved a full business turnaround at the account level — moving a customer from regional #4 to #2 through cross-functional planning and analytical strategy. Her background signals deep fluency in category data, retailer dynamics, and the kind of influence-without-authority that makes large organizations move. This is high-value, high-trust consulting work.
The Gap
The methodology that produces those results almost certainly lives in Alison's head and her personal process — not in a documented, automated, scalable system. Every new engagement likely requires her to rebuild the analytical foundation from scratch, limiting how many clients she can serve and how fast she can deliver value.
The Opportunity
A Category Intelligence Agent trained on her frameworks could compress the first week of any engagement into hours. Paired with an automated client business planning tool and a between-engagement insight engine, Alison could deliver her level of strategic output to significantly more clients — without working more hours.