Rich Schefren · March 19, 2026
David Oakley
Your Intelligence Report
David —
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
David —

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, and I've watched what happens when someone finally lets the systems do the work they were built to do.

I watched Lance — an agency owner — sit down one afternoon and complete three years of SOPs he'd been procrastinating on. Three years. One afternoon. He walked in carrying everything in his head, the way people do when they're the business. He walked out with systems that run without him. I watched Nicole, who told us upfront she wasn't technical, leave with agents running her business while she slept. These weren't tech people. They were operators — like you — who finally stopped being the bottleneck in their own machine.

I'm not telling you this to impress you. I'm telling you because I've watched this from the inside, and I know what I'm looking at when I look at someone's business. And David — I know what I'm looking at here.

You've built something genuinely rare. Over a decade leading ServiceNow's Australia and New Zealand operation. Before that, Oracle, IBM, BEA — a career that climbed through every layer of enterprise software. You have an MBA from AGSM and you know how to walk into a room of CIOs and make the case for transformation that their entire organization needs. That's not a pitch skill — that's earned authority. The kind that takes fifteen years to build. What you've built in ANZ is real.

But here's what I see when I look at your situation, and I want you to sit with this for a second: You have spent your career telling enterprises — large, sophisticated organizations — that they should automate their workflows, break free from legacy constraints, and stop letting human bottlenecks slow down their service delivery. That is your message. That is your life's professional work. And the systems running your own relationship pipeline, your own thought leadership, your own deal intelligence — they are almost certainly still running the way you ran them in 2013. The irony isn't a criticism. It's actually the opportunity. Because if anyone understands the ROI of what's about to change, it's you.

Here's what changes specifically: An AI relationship intelligence agent that maps your entire enterprise contact network, monitors trigger events — leadership changes, budget cycles, contract renewals, press mentions — and tells you exactly who to reach out to and why, before your competitors do. A thought leadership agent that takes your existing views on digital transformation and workflow automation — the ones you've been refining for fifteen years — and turns them into a consistent content engine that keeps you visible in ANZ enterprise circles without you writing a single word from scratch. A deal signal agent that scans ANZ enterprise news, procurement announcements, and industry movements and brings you a prioritized opportunity brief every morning before you open your laptop. You sell automation to the enterprise. Tonight you find out what it looks like when automation works for you.

Tonight Rich is going to pull up your business — live — and show you exactly what that looks like built out in real time. 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 call. You've spent your whole career making the case for this moment for everyone else. Show up tonight and make it for yourself.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — David Oakley
Enterprise Workflow Leadership
David Oakley
US
"David has spent over a decade selling the idea that organizations should automate everything — while running his own growth, relationships, and pipeline the way everyone else did in 2013."
What They Do
David leads ServiceNow's Australia and New Zealand business as VP and Managing Director — overseeing enterprise sales, partnerships, and market development for one of the world's leading workflow automation platforms. His market is large enterprises looking to replace legacy service delivery with modern, automated systems. He is, in effect, the face of digital transformation in the ANZ enterprise market.
What We Found
David has led the ANZ operation since 2013 — over a decade of institutional knowledge and executive relationships built across the region. His background spans Oracle, IBM, and BEA, giving him rare cross-platform credibility. He's been publicly cited on digital disruption strategy and has contributed thought leadership through ServiceNow channels. His professional brand is built on the thesis that organizations must rethink processes from a clean-sheet approach — the same thesis that applies directly to his own growth infrastructure.
The Gap
The gap is structural irony: David's value proposition to clients is automation and workflow transformation, but the systems supporting his own deal intelligence, relationship management, and thought leadership almost certainly run on manual effort and institutional memory. At VP/MD level, that means the highest-leverage activities — knowing who to call, when to call them, and what to say — still depend entirely on him being present and paying attention.
The Opportunity
David is uniquely positioned to weaponize AI in a way that directly amplifies his existing strengths: a relationship intelligence layer over his ANZ enterprise network, an automated thought leadership engine built on his existing expertise, and a deal signal system that surfaces opportunities before they surface for competitors. For someone who sells transformation, becoming a visible practitioner of it is also a powerful market differentiator.