Rich Schefren · March 19, 2026
Devin Stubblefield
Your Intelligence Report
Devin —
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
Devin —

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 running inside the Connect The Dots process since the first cohort. I've seen what happens when someone who's already built something real finally gets the infrastructure to match it.

I watched Lance come into that first cohort with three years of procrastinated SOPs sitting in his head — systems he knew he needed to build but never had the right moment to actually build them. He left that one afternoon with all of it done. Not drafted. Done. Running. I watched Nicole, who told everyone she wasn't technical, walk out with agents running her business while she slept. These weren't people who were starting from scratch. They were people who had already built something real — and were still doing everything themselves. That's the pattern I keep seeing.

I'm not telling you this to impress you. I'm telling you because I've been inside this process, I've seen it from the first cohort, and I know what I'm looking at when I look at a business like yours.

What I see when I look at your business is this: you've done something genuinely hard. You went from the banking floor to building a coaching and training practice with real institutional contracts — government agencies, social service organizations, US and Canada. You added a faith-based initiative on top of that. You got certified. You built credibility that most financial coaches spend a decade chasing and never find. That's real. But here's what's also true: every dollar in that business has your fingerprints on it. Every training, every coaching call, every agency relationship — it runs through you. Personally. Directly. Always.

The gap isn't your expertise. The gap is the layer between your expertise and everyone who needs it. Right now, someone can hear you speak at a faith-based event, go to your website, and fall into silence — no automated follow-up, no nurture sequence, no system catching them before they forget. An agency director can find your credentials online and have no clear intake path that qualifies them before you spend an hour on a discovery call. Your training content — the knowledge you've refined through years of banking and coaching — lives in your head and your delivery, not in assets that work without you present.

Here's what changes specifically. A lead qualification agent that processes every inbound inquiry, scores them against your ideal client profile, and only books the calls worth your time — with a pre-completed intake brief waiting for you before you open your laptop. A faith-based follow-up agent that keeps every referral and event contact warm on a 90-day sequence, automatically, so no warm lead goes cold between speaking engagements. A B2B outreach agent that scans government and social service procurement channels for RFPs matching your training niche and drafts proposal language in your voice. And a content agent that takes your existing training materials and recorded sessions and turns them into a library of posts, emails, and workshop previews — so your expertise is generating interest on days you're not in the room.

Tonight Rich is going to pull up your type of business — live — and show you exactly what that infrastructure looks like being built in real time. Not a demo. Not a slide deck. Live. And then he's going to extend an invitation to a small group to come build their specific system in person, one weekend in April or May. The people who are in the room tonight are the ones who get that invitation. You need to be there.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — Devin Stubblefield
Financial Empowerment Coaching
Devin Stubblefield
US
"Devin has built rare credibility — former banker, certified educator, trusted by agencies across two countries — but the system that delivers his expertise still runs entirely through him, one conversation at a time."
What They Do
Devin Stubblefield is a certified financial educator and coach who operates across two distinct markets: individual financial coaching for people looking to improve credit, reduce debt, and build income; and organizational training for front-line staff at government and social service agencies across the US and Canada. He also leads the Inspiration to Prosper Initiative, a faith-based financial literacy program, giving him a third community-anchored channel.
What We Found
Devin holds credentials as both a certified financial educator and certified financial coach, backed by a real background as a former banker and financial advisor — a combination that gives him credibility in institutional B2B contracts that most coaches can't access. His agency training work spans two countries, suggesting an established outbound process. His faith-based initiative operates in one of the most referral-dense, high-trust markets in financial education.
The Gap
Despite operating across three distinct market channels, there is no visible automated system connecting his expertise to ongoing demand. No public evidence of a content engine, lead nurture infrastructure, or systematized follow-up between engagements. The business is highly dependent on Devin's direct delivery — which caps both revenue and reach at the limits of his personal calendar.
The Opportunity
Devin's three-channel model — individual coaching, agency B2B training, and faith-based community work — is perfectly structured for AI agents that operate independently per channel. A B2B RFP monitoring and proposal agent for the agency side. A community follow-up and referral nurture agent for the faith-based channel. A lead qualification and intake agent for individual coaching. Each agent works a different market simultaneously while Devin focuses only on delivery.