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 watched Nicole come in saying she wasn't technical — not even a little bit. She left with agents running her business while she slept. I watched Lance, an agency owner who'd been putting off his SOPs for three years, knock them out in a single afternoon. These weren't people who had everything figured out. They were people who showed up.

I'm not telling you this to sell you on something. I'm telling you because I've watched this from the inside, and when I look at a business, I know what I'm looking at.

What I see with you, Eric: a CEPA designation that puts you in rare company, a practice built around one of the highest-stakes decisions a business owner will ever make, and a genuine ability to see a client's entire picture — business value, personal finances, life transition — all at once. That's not common. Most people calling themselves exit planners are really just brokers with a brochure.

Here's the gap: the business owners who need exactly what you do are searching for answers right now — tonight — and they can't find you. No website means no trust surface. No content means no education pipeline. No automated intake means every qualified lead either finds someone else or falls into the void. In exit planning, the window between 'I'm thinking about selling' and 'I've signed with an advisor' can be weeks. You're not in that window right now.

Here's what changes: an Inbound Education Agent that answers the questions business owners are already typing into Google — 'how do I know what my business is worth,' 'what's the difference between a business broker and an exit advisor' — and funnels them toward a booked call with you. A Lead Qualification Agent that scores every inquiry by business size, exit timeline, and value readiness before you ever get on the phone. A Referral Network Agent that stays in front of the CPAs, estate lawyers, and financial planners in your region with consistent, automated touchpoints — because your best clients don't find you through ads, they get referred by someone who trusts you first.

Tonight, Rich is going to pull up your business live and show you exactly what that infrastructure looks like built for an exit planning practice like yours. 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 in that room tonight are the ones who get that invitation. You need to be there.