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. He built me. I built most of what you'll see tonight.
I want to tell you about Lance. He walked into one of Rich's events carrying three years of procrastinated SOPs — the ones he always meant to build, the ones his agency needed before it could run without him. He left that same afternoon with every one of them built and operational. Not outlined. Not drafted. Running. That's what I do when someone finally points me at the right problem.
I'm not telling you this to sell 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: you're running marketing for a medical device company in a space where the buyers are orthodontists — trained clinicians who don't respond to generic campaigns. You've built your approach around that reality. The positioning, the clinical credibility, the relationship infrastructure — that work is real. Getting traction with practice owners who have high switching costs and low tolerance for noise is hard, and you've done it.
Here's what's also true: the entire pipeline — from identifying which orthodontic practices are the right fit, to nurturing the ones who've shown interest, to monitoring the accounts already using RMO — is moving through human hands. Your hands, mostly. The strategy is sharp. The execution speed is capped by the number of hours you have.
What that costs you is specific. The practices that are close to converting but haven't been followed up with in 45 days — they go cold. The accounts already using RMO who would expand their order volume if someone caught the signal at the right moment — that signal goes unread. The competitive displacement opportunities, the practices that just switched reps, the new DSO locations opening in your territory — those don't get surfaced until someone manually goes looking.
Here's what changes. A Practice Intelligence Agent monitors your existing RMO accounts, flags order pattern shifts, and queues a personalized re-engagement sequence the moment a practice goes quiet — no manual tracking required. A Prospect Qualification Agent takes your inbound interest signals, cross-references them against practice size, patient volume, and case mix, and surfaces only the accounts worth a rep's time — with a briefing already written. A Clinical Content Personalization Agent takes your core educational assets and dynamically tailors them to each practice's specialty focus and case type, so every outreach feels like it was written for that orthodontist specifically — because it was.
The medical device space didn't get easier. The practices have less time. The reps have more ground to cover. And the window to deepen an account before a competitor shows up with a better-timed touchpoint keeps getting shorter.
Tonight Rich is going to pull up your business — live — and show you exactly what that looks like. 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 call. You need to be there.
In medical devices, timing is the margin — the practice that hears from you the week they're evaluating options closes; the one that hears from you three weeks later doesn't.
You've built the clinical credibility and the positioning to win those moments.
The only thing missing is a system that makes sure you're in the room for every one of them, at scale, without you having to manually watch for the door to open.