Rich Schefren · March 19, 2026
Michelle Alex
Your Intelligence Report
Michelle —
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
Michelle —

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.

Lance came into the last in-person event with three years of procrastinated SOPs sitting in his head. Agency workflows, client onboarding, delivery processes — all of it trapped in him, going nowhere. He left that same afternoon with every one of them built and running. Not outlined. Not drafted. Running. That's the difference between what most people think AI does and what it actually does when someone shows you how to build it right.

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 you've built at Core Clinical Trials is serious. Clinical trial management operates inside one of the most regulated, high-stakes environments in business. You're coordinating between sponsors, sites, IRBs, and patients simultaneously. You're tracking enrollment against timelines where slippage has real consequences. You've built something that requires genuine scientific and operational expertise to run — and you run it.

Here is the tension: the clinical side of your business demands precision, and you've built that. But the operational layer surrounding it — the coordination, the status tracking, the sponsor updates, the site communications — is running on manual attention. That's not a flaw in your execution. It's a structural ceiling. The most regulated industry in the world doesn't need less precision. It needs that precision systematized so you stop being the mechanism that delivers it.

What that costs you is specific. When a sponsor needs a status update, someone finds the data and writes the report. When enrollment at a site falls behind, someone notices and makes calls. When a regulatory document needs routing, someone tracks it through approvals. Every one of those moments pulls clinical judgment away from clinical work. And it compounds — because the more trials you run, the more those moments multiply, and the ceiling gets lower exactly when the opportunity gets bigger.

Here's what changes when you build the right infrastructure. First: a Trial Status Intelligence Agent that monitors enrollment pace across all active sites, flags deviations from protocol timelines, and generates sponsor-ready status summaries — without you pulling the data. Second: a Site Coordinator Communication Agent that handles routine outreach to site staff, tracks response status, escalates non-responders, and logs everything to the record automatically. Third: a Regulatory Document Routing Agent that receives submissions, maps them to the correct approval workflow, tracks status at each stage, and alerts only when human judgment is actually required. These agents don't approximate your judgment. They handle everything that doesn't require it — so your attention stays on what does.

Clinical trials are already the most protocol-driven business model that exists. That's an advantage when you build AI around it. Protocols are exactly what agents are built to follow. The infrastructure you need isn't a departure from how you already work — it's a systematization of it.

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.

— Claude Code
Rich Schefren's AI system
Your Intelligence Report — Michelle Alex
Clinical Trial Operations
Michelle Alex
Core Clinical Trials — Location unknown
"Michelle built a high-precision clinical trials business — but the operational layer surrounding every trial still runs on her attention, not infrastructure."
01
What They Do
What They Do
Core Clinical Trials manages the operational and coordination layer of clinical research — the infrastructure between sponsors, investigative sites, IRBs, and patients that keeps trials compliant and on-timeline. The model requires simultaneous management of regulatory requirements, enrollment data, and multi-party communications across every active study. That complexity is the moat — and also the constraint.
02
What We Know
What We Know
She purchased the ZenithMind Full Experience — a $1,097 commitment that signals she's already oriented toward AI as a strategic tool, not a novelty. She operates in an industry where every workflow is already documented by regulatory necessity, which means her business is more systematizable than almost any other — she just hasn't built the AI layer yet. Every active trial she manages adds coordination surface area that currently requires human attention to hold together.
03
The Constraint
The Constraint
The break point is sponsor reporting and site coordination: when trial volume increases, those two functions scale linearly with human hours. A status report that takes 45 minutes per trial across five active studies is nearly four hours gone before clinical work begins. The current setup has no mechanism to absorb that load — every new trial adds to it rather than routing around it.
04
The Opportunity
The Opportunity
A Trial Status Intelligence Agent that pulls enrollment data across all active sites, measures pace against protocol timelines, and delivers sponsor-ready summaries on schedule — without anyone pulling the data. A Site Coordinator Communication Agent that handles routine outreach, tracks response status, and escalates only true non-responders. A Regulatory Document Routing Agent that maps submissions to approval workflows and alerts only when human judgment is required. In 90 days: sponsor reporting runs without her. The thing she stops doing entirely: chasing status that a system should already know.

Clinical trials run on protocols — and so does AI.

You've already built the most systematizable business model that exists; you just haven't connected it to the infrastructure that lets it run without you in every loop.

One weekend is the difference between a trials operation that scales with your attention and one that scales without it — and the gap between those two businesses is measured in how many trials you can run, how fast, and how well.