Hey everyone — I just completed a live build session where I walked through a business-level dashboard build. The replay and the prompts are included with this post. https://docs.google.com/document/d/1_U1AaBfqCIaGBP6BJNCAVMtAkzzADjWqvwoOMkxeito/edit?usp=sharing This was not a theory session. I showed how I’m using Claude Cowork, connected tools, and real business workflows to start building a dashboard that gives better line of sight into the business. In the session, I walked through how a dashboard like this can help track things like: ✅ Product funnel visibility ✅ Client/account performance ✅ Sales pipeline signals ✅ Social content activity ✅ Meeting intelligence from Fireflies ✅ Airtable data ✅ GoHighLevel workflow opportunities ✅ Recurring business reviews inside Claude Cowork The bigger idea is this: Most business owners do not need more random AI tools. They need a better way to see what is happening in the business, understand where attention is needed, and build systems that keep the right work moving forward. That is what this session was about. I also shared the prompts I used so you can start thinking through how a dashboard like this might apply to your own business. You may not use the same tools I use. You may not track the same metrics. But the thinking process matters. What are the few numbers, activities, risks, and opportunities you need to see consistently so you can run the business with better visibility? This is also where we’re heading with the Best Kept Secret workshop series. We’re going to keep building practical AI systems that help you become more visible, more organized, and more effective in how you run and grow your business. Watch the video, grab the prompts, and start thinking about what your own business dashboard should show you. Sign up for the Best Kept Secret (BKS) waitlist: https://d3link.d3dm.xyz/widget/form/u30gEZs6EOdfLR0PPrWS

Join this live build to see how Claude Cowork can help manage recurring tasks like follow-ups, reminders, content planning, summaries, and weekly workflows. I’ll build in real time and show how AI can act like an operational coworker that saves time and keeps work moving. https://www.skool.com/content-conversion-system-9386/calendar?eid=d2594f62914e4d3a923247929fdc0c3e

How I Build a Qualified Target List Using AI + Real Data Most people let AI do all the targeting work. That's the problem. In this week's video I walk through the exact two-layer targeting system I use to go from "I need more clients" to a short list of companies I'm actually confident reaching out to. Here's what's covered: - The 4 alignment filters every qualified target has to pass - How to use ChatGPT + Sales Navigator together (neither one alone gets you there) - How to confirm your list so you're not wasting outreach on the wrong companies I also mention the Targeting Radar GPT — grab it from the link below, it'll walk you through the first layer automatically. Targeting Radar GPT

If you missed today's live session (or want to rewatch it), here's everything you need. Most people don't have a lead problem. They have a targeting problem. You build a list of hundreds or thousands of companies, send outreach, and wonder why nobody responds. The issue isn't volume — it's that you're targeting companies that were never going to buy from you in the first place. In this session, I walked through my entire B2B targeting process step by step — live, with real tools, real results, and real mistakes along the way. Here's what we covered: - How to define the "splinter" — the small, specific pain your buyer already feels (not the whole business problem) - The 3-part targeting method: Define the Splinter → Write the Prompt → Validate in Sales Navigator - A live demo of the targeting prompt inside ChatGPT, including how I pressure-tested the results and threw out companies that didn't actually fit - Why category fit isn't enough — a company can look perfect on paper but already be too digitally mature to need what you sell - How to use Sales Navigator account filters and lead filters to build a tight, validated list (not a giant ocean of names) - How to cross-reference AI output with Sales Navigator to confirm whether the targeting actually holds up - The difference between DIY targeting, community-supported targeting, and done-for-you targeting — and when each one makes sense Key takeaways if you're short on time: 1. Start with the pain, not the list. If you can't describe the specific pain that would drive someone to buy your solution, your targeting will always be too broad. 2. AI gives you a hypothesis, not a final answer. Every named account that comes back needs to be validated before you spend time on outreach. 3. Check digital maturity before you reach out. The right category + the wrong maturity = wasted meetings. Look for companies where the expertise is real but the digital presence hasn't caught up yet. 4. Exclusions are just as important as inclusions. Knowing who NOT to target will save you more time than a longer list ever will. 5. Tighten the list until it's small enough to actually work. You don't need thousands of companies. You need a short list of the right ones you can call this week.

Today we’re continuing the most important part of lead magnets: stopping the leak after someone opts in. A lead magnet doesn’t fail because it wasn’t good. It fails because nothing happens next. Here’s what we’re covering live: - What your follow-up should look like (without sounding salesy) - What to do when there’s no response - How to keep showing up and build trust until they’re ready Join me live here: https://www.skool.com/live/RgXZZdbZ4vZ