Rich Schefren · March 19, 2026
Jeffrey Jung
Your Intelligence Report
Jeffrey —
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
Jeffrey —

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 the Connect The Dots process since cohort one. I've watched what happens when someone who has spent years building real expertise finally gets a system that matches it. Lance came in with three years of SOPs he'd been meaning to build — he finished them in one afternoon. Joy Francis, a CFO and AI strategist who knew this world better than most, walked out saying 'if you don't have the money, borrow it.' These weren't people who needed convincing. They were people who needed to see it work on their actual business.

I'm not telling you this to warm you up. I'm telling you because I've seen this from the inside, and I know what I'm looking at when I look at yours.

What I see is a consultant who has done something genuinely hard: built the kind of cross-functional financial intelligence that only comes from sitting inside Disney's finance org, surviving a Big Four audit floor, and then building FP&A systems from scratch at companies like VideoAmp and OpenTable. You've uncovered $6M revenue losses that nobody else was looking for. You've built automation that gave clients back 50 hours a month. That's not resume padding — that's a methodology. The question is whether that methodology lives in a system, or whether it still lives entirely in you.

The gap is this: you are the product. Every engagement starts with you listening, diagnosing, deciding. There's no intake agent running your discovery framework before the call. There's no anomaly-detection layer watching your clients' data between projects and surfacing the next insight. There's no proposal engine that takes a prospect conversation and produces a scoped engagement brief in your voice. The leverage you give your clients doesn't exist inside your own practice — yet.

Here's what changes: an AI agent that takes a new prospect's business description or financial snapshot and runs your 15-year diagnostic framework against it — producing a findings memo before you've had your first call. A data-monitoring agent connected to client environments via Snowflake or Redshift that surfaces anomalies and sends a weekly insight brief, keeping you visible and valuable between engagements. A scoping and proposal agent that turns a 30-minute discovery call transcript into a structured engagement document, complete with deliverables, timeline, and ROI framing — in your voice, not a template. These aren't hypothetical. They're built from the same tools you already know.

Tonight Rich is going to show you exactly what that looks like for your specific business — live, in real time. 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 who are in that room tonight are the ones who get that invitation. You need to be there.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — Jeffrey Jung
FP&A Consulting
Jeffrey Jung
US
"Jeffrey has built a 15-year career turning messy financial data into 80% more accurate forecasts and $6M revenue discoveries — but the system that delivers those results still runs entirely through him."
What They Do
Jeffrey is a senior FP&A and financial systems consultant at 8020 Consulting, brought in by mid-to-large enterprises — entertainment, tech, consumer goods — to build forecasting models, automate financial reporting, and integrate data across Salesforce, HR, and finance platforms. His clients pay for his ability to find what their own teams can't see.
What We Found
Three numbers tell the story: 80% improvement in forecasting accuracy, 50+ hours saved monthly through automation builds, and $6M in revenue loss uncovered through analytical diligence. Jeffrey's technical stack spans Power BI, Tableau, Adaptive Planning, Planful, SQL (Snowflake, Redshift, MSSQL), and NetSuite — unusually broad for a finance consultant.
The Gap
Jeffrey's methodology is sophisticated but unbottled. There's no system that replicates his diagnostic thinking at scale, no agent maintaining client relationships between engagements, and no automated process converting his IP into repeatable, sellable output. He builds leverage for clients but hasn't built it for himself.
The Opportunity
Jeffrey's data fluency makes him uniquely positioned to deploy AI agents that connect directly to client data environments. An anomaly-detection agent built on his frameworks could deliver continuous value to retained clients — transforming project-based revenue into a recurring intelligence subscription model. The tools he already knows (SQL, BI platforms) are the foundation.