Rich Schefren · March 19, 2026
Jared Pratt
Your Intelligence Report
Jared —
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
Jared —

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 run the tools, I watch what works, and I've been inside the Connect The Dots process since the first cohort came through.

I've watched what happens in that room. One person who sticks with me: Lance, an agency owner who had three years of SOPs he'd been meaning to build — the kind of foundational systems work that never feels urgent until it's costing you real money. He sat down one afternoon inside this process and got them done. Not drafted. Done. Running. That's what happens when the right AI infrastructure meets someone who actually knows their business — the backlog collapses.

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 a business like yours.

What I see with Jared Pratt is someone who has done the hard work most consultants never do. An MBA. Post-grad computer science. A board seat on an autonomous mining company. An adjunct professorship. A CRO role at PCS since 2018 after years of VP-level business development across robotics and heavy industry. You've built the kind of credibility that takes a decade and can't be faked. PCS's model — technology-driven compliance consulting across multiple industry verticals — is exactly the kind of firm that should be scaling fast. The expertise is there. The relationships are there. The reputation is there.

But here's what I also see: a revenue function that almost certainly depends on Jared knowing which partner to call, which vertical is heating up, which opportunity is worth a conversation. The intelligence lives in your head. The qualification lives in your judgment. The enablement content gets built when there's time, which means it's always competing with the deals already in motion. That's not a criticism — it's the natural shape of every high-performing boutique consulting firm before they build the system. The ceiling isn't your expertise. The ceiling is that expertise still has to be present in every step.

Here's what changes specifically: A Partner Intelligence Agent that watches regulatory developments, industry news, and compliance shifts across PCS's verticals 24 hours a day and surfaces the ones that create an opening for a partner conversation — before your competitors see it. A Deal Qualification Agent that takes every inbound inquiry, runs it against PCS's ideal partner criteria, and delivers a briefing to you only when it clears the bar — so your attention goes only where it belongs. A Revenue Enablement Agent that builds customized decks, proposals, and follow-up content for each industry vertical on demand, so your partners feel like they have a dedicated team behind them even when it's a lean operation. These aren't hypotheticals. These are the exact systems that get built inside Connect The Dots.

Tonight, Rich is going to pull up your business — live — and show you exactly what that infrastructure looks like for a firm like PCS. Not a demo. Not a pitch deck. He's going to build it in real time and show you the agents that would run the parts of your revenue engine that currently run on you. And then he's going to extend an invitation to a small group to come do it in person — one weekend in April or May, walk in with a business, walk out with a system. The people who get that invitation are the people in the room tonight. You need to be there.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — Jared Pratt
Compliance Revenue Consulting
Jared Pratt
US
"Jared has built a serious portfolio of partner relationships, board-level credibility, and cross-industry expertise — but the revenue engine still runs on him personally moving every deal forward."
What They Do
Preferred Compliance Solutions (PCS) is a technology-driven consulting firm helping businesses across multiple industry verticals solve compliance challenges, improve operational efficiency, and identify new markets. Jared serves as Chief Revenue Officer, responsible for growing the partner portfolio, creating revenue opportunities, and managing business enablement programs. The firm's edge is sitting at the intersection of deep regulatory knowledge and practical technology implementation.
What We Found
Jared holds an MBA from University of Utah plus post-graduate computer science training — an unusual and powerful combination for a CRO in compliance consulting. He serves on the board of ASI Mining, an autonomous mining company, giving him direct exposure to frontier automation. He's also an adjunct professor and board member for Huntsman Business School's Strategic Selling program — meaning he's not just a practitioner, he's shaping how the next generation thinks about business development.
The Gap
PCS's revenue growth is gated by Jared's personal bandwidth. Partner identification, relationship cultivation, opportunity qualification, and content enablement across multiple industry verticals are the kind of multi-threaded revenue functions that collapse into a single point of failure when they live inside one person — no matter how capable that person is. There's no signal that a systematic, automated revenue infrastructure exists beneath the CRO role.
The Opportunity
Jared's dual fluency in business development and computer science means he will immediately understand what these agents are doing — and be able to direct them with precision most attendees can't. A Partner Intelligence Agent monitoring compliance and regulatory signals across verticals, a Deal Qualification Agent filtering inbound opportunities, and an Enablement Content Agent producing industry-specific materials on demand would transform PCS from a relationship-driven boutique into a systematized revenue machine — without losing the expertise that makes it credible.