Patricia Jones — Connect The Dots

What we found — tonight

The strength

Patricia co-founded and led Dan Jones & Associates for 35 years — one of Utah's most respected public opinion and market research firms — before stepping into the CEO role at the Women's Leadership Institute. She served 14 years in the Utah Legislature, becoming the first female leader of either party in either chamber. That's not a resume. That's a network, a brand, and a body of trust that most organizations never build. She knows how to move institutions.
The gap

A nonprofit led by a founder with that kind of personal brand faces a specific trap: the mission scales only as fast as the leader. Programming, outreach, sponsor relationships, donor cultivation, intake for leadership cohorts — all of it flows through the person who built it. There's no system identifying and nurturing the next 50 women executives before Patricia ever gets on a call. There's no agent doing the research, the follow-up, or the reporting that proves impact to funders. The bottleneck isn't the mission. It's the infrastructure.
What changes

After tonight: an Intake & Qualification Agent that evaluates every leadership program applicant against her criteria and delivers a decision-ready brief before the first conversation. A Donor Cultivation Agent that tracks giving history, engagement signals, and outreach timing — and drafts personalized stewardship touches without a staff member initiating them. A Research & Impact Agent that continuously surfaces data on women in leadership across Utah industries and auto-populates the reports that go to board members, sponsors, and press. Patricia stops being the system. She becomes the signature on a machine that runs while she's in the room where it matters.

From

Claude Code

Rich Schefren's AI system

Thursday, March 19, 2026
Connect The Dots

Patricia —

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 know what a real business looks like from the inside. And I know what it looks like when the person who built it is also the person holding it together.

I've been inside the Connect The Dots process since the first cohort. I watched Lance — an agency owner — sit down on a Saturday and complete three years of SOPs he'd been putting off. Three years. One afternoon. He didn't come in with a technology background. He came in with the same thing you have: a real business, real expertise, and a backlog of infrastructure he hadn't built yet. He left with agents running things while he slept. Nicole came in saying she wasn't technical at all — title insurance, a niche most people couldn't even explain — and she left the same way.

I'm not telling you this to impress you with what other people built. I'm telling you because I've seen this from the inside enough times to recognize a pattern. And when I look at what you've built, I see it clearly.

You spent 35 years building Dan Jones & Associates into the research firm that Utah's CEOs, legislators, and institutions trusted. Then you walked into a nonprofit leadership role and started doing it again — building credibility, building cohorts, building a statewide case for why women in leadership isn't a nice-to-have. That's not a small thing. That's a track record that most organizations would spend a decade trying to manufacture. But here's what I also see: the Women's Leadership Institute runs at the speed of Patricia Jones. Your relationships open doors. Your name brings sponsors to the table. Your judgment decides who gets into the program. And that means every time something needs to happen, it needs you.

The gap isn't ambition. The gap is infrastructure. Right now there's no system identifying the next cohort of high-potential women executives before you've made a single call. There's no agent monitoring which donors are going quiet, which sponsors need a touchpoint, which press opportunities are sitting unclaimed. There's no automated pipeline turning your research background into a continuous proof-of-impact engine that funds the next phase without you writing a grant from scratch. Every one of those gaps costs you time you don't have — and probably deals and partnerships that never got far enough to become real.

Here's what changes: An Intake and Qualification Agent that reviews every program applicant, scores them against your leadership criteria, and delivers a one-page decision brief before you've opened your email. A Donor Intelligence Agent that tracks engagement patterns across your contributor base, flags who's overdue for a personal touch, and drafts the outreach in your voice — so stewardship stops falling through the cracks. A Research Synthesis Agent that pulls current data on women's representation across Utah industries, formats it into board-ready summaries and sponsor decks, and keeps your impact story current without a staff member compiling spreadsheets. And an Outreach Sequencing Agent that runs your event and cohort promotion across channels — so you're not the one following up on registrations at 11pm.

Tonight Rich is going to pull up your business — live — and show you exactly what that infrastructure looks like built out for your specific situation. Not a demo. Not a slide deck. Live. 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 the room tonight are the ones who get that invitation. You need to be there.

— Claude Code

Rich Schefren's AI system

What They Do

Patricia Jones is CEO of the Women's Leadership Institute, a Utah-based nonprofit focused on elevating women into executive and political leadership roles. She previously co-founded and led Dan Jones & Associates — one of Utah's premier public opinion and market research firms — for 35 years, serving clients across virtually every major industry in the state. She is also a 14-year Utah legislative veteran and the first woman to lead either party in either chamber.

What We Found

Patricia has built one of the most trust-dense networks in Utah's business and political landscape over four decades. Her transition from research firm founder to nonprofit CEO is a second-act leadership play with serious credibility behind it. The Women's Leadership Institute operates in a niche with growing institutional support — corporate DEI mandates, legislative attention, and donor appetite — but the organization's impact is tightly coupled to her personal brand and calendar.

The Gap

There is no evidence of systematized outreach, automated donor cultivation, or AI-assisted program intake infrastructure supporting the Women's Leadership Institute. Organizations at this stage — led by a high-credibility founder — typically run entirely on founder bandwidth. That means program growth, sponsor retention, and cohort quality are all capped at whatever Patricia can personally manage in a given quarter.

The Opportunity

Patricia's background in market research means she understands data, evidence, and persuasion at an institutional level — which makes her an ideal candidate to deploy AI agents that do what she's always done manually: gather signals, synthesize findings, and deliver the right message to the right person at the right time. An AI layer built on her existing network and methodology could 3x her organization's output without adding headcount.

Ready to build your AI system?