What if you could create AI-enabled workflows that automated tasks in your search? That's what Claude Routines is all about. Here's the recording from Friday’s Claude Routines for Search webinar. Let’s build some MASSIVE leverage in your search!🚀

Thanks to everyone who joined the AI Deal Flow Mastery session this morning! If you missed it, here's the full recording with the extended Q&A so you can watch on your own time. Over the past 2 weeks, more than 500 of you told me that deal flow was your biggest challenge. Building an off-market sourcing engine is the answer. For those of you who are ready to build out your off-market deal flow and take your search to the next level, the Off-Market Leads Challenge begins next week! You'll learn: - Build supercharged AI lead systems - Source lead lists from public & private databases - Develop scalable outreach - Automate the process - Dramatically cut your search time It's available for all premium members- just go to the Classroom tab, select Off-Market Leads Challenge, and upgrade to premium. Don't waste your search looking at the 20% of businesses that hit the market. That leads to deal fatigue and settling for a subpar opportunity that could cost you BIG (ask me how I know🫤). Today, AI tools allow you to build off-market lead generation that rivals lower middle-market PE and advisory firms at a fraction of the cost. That's how you build deal flow. That's how you win as a searcher.

Thank you everyone for attending the QOE Pro session with Caleb Basile of QOE Prep! Caleb discussed the key aspects of the QofE, when to engage with a QofE firm, the common issues he and his team find in deals, and how to ensure you're getting the most out of your diligence process. Please reach out to Caleb directly here and book a call if you'd like to learn more about his firm's services or if you have general questions regarding the QOE or a deal you're working on. Thanks for joining us, Caleb!

Claude CoWork is a game changer when it comes to how you conduct your search. 🤖 Automated workflows ✉️ Email Management 🖥️ Software & CRM connections 📊 Financial Modeling AND SO MUCH MORE! Here's the top takeways I encourage you to implement today: 1. Use Claude CoWork connectors and connect the applications you already use: email, crm, notion, stripe, etc. You'll be amazed at the workflows you can build. 2. Use Claude to manage your email inbox! 3. Use the attached sunset coast style guide as a template and have claude build your own style guide. 4. Use your style guide to build templates of every document you use: LOIs, IOIs, NDAs, LBOs, etc. NEVER build them from scratch ever again. If you're looking for more in-depth guidance on building these workflows, join the premium group and get access to the Claude Code for Search Challenge (happening now!). Happy Building! Jed

HUGE Thanks to everyone for attending the Claude for Lead Generation session today! 🙏🏼 If you missed the session, or simply want to review it, the recording along with the handout are included here on this post. Like I said on the call, this is Lead Generation 101. 🚫 I didn't give Claude a detailed buy box 🚫 I didn't give Claude a score card 🚫 I only used basic web search and an Apify scraper (There's A LOT more) 🚫 I didn't build a skill.md or a agentic workflow Imagine what's possible if I gave Claude all the tools? If you're ready to get off the sidelines and learn how to build MASSIVE leverage in your search with AI, join me next week for the Claude for Search Challenge! 🚀 We'll start with the basics and when we're done on Friday, you'll be better than 99% of people who use Claude in real, practical ways. If you're joining the Challenge, let me know in the comments below! ⤵️ If you attended the workshop, what did you think❓ Drop your questions in the comments⤵️