Members

The meeting prep agent

Walk into every call knowing the story.

What you will build

A one-page prep an hour before every external meeting: who they are, what you last talked about, what is open, and three questions to ask.

1 step · about 10 min

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AI Academy 101

The meeting prep agent

Who this is for

Owners with back-to-back calls who walk in cold because the history is buried in email.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 10 min.

Never used Claude? Set up in 10 minutes

The steps

1
Walk into every call knowing the story.
Two minutes of reading before every meeting.
10 min

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The deal screening agent

Screen any deal in two minutes, against your own buy box.

1 step · about 15 min

Claude interviews you once for your buy box, then scores any teaser or CIM against it: fit score, what matches, what breaks, what is missing, and five questions for the broker.

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The acquisition outreach agent

Find the owners worth calling, and write the first email they answer.

1 step · about 10 min

A sourced call-first list of ten owner-run companies that fit your buy box, plus a first email to the top three in your voice.

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Selling your business? Find the real buyers every Monday.

1 step · about 10 min

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