| 0:00 | What I built for you A walk through the Playbook and the prospects we researched. |
| 0:10 | The Research Engine, live Run it on a name you pick. See the whole system in action. |
| 0:20 | Your pipeline The spreadsheet schema, status states, and how your workflow lands in it. |
| 0:30 | Week One playbook What you do Monday through Friday to turn this into outcomes. |
| 0:40 | Q&A + what's next Your questions; a look at Sessions 2 through 5. |
35 hours a week on recruiting.
Of which 8 hours is research — the mechanical side of the work.
25 new prospects added each week. An 8-step cadence. Quality over speed, non-negotiable.
"I'm not looking for someone to take this over.
I want to understand how AI can carry the mechanical load so I can do the part only I can do."
— Tim, April 2 call
Every name that hits the Research Engine is checked against all six. Fail any one, and the engine returns disqualified with a reason — not full research.
Your signature move. The phrase that makes every cold email not feel cold.
[X] = one specific thing, drawn from a real public signal, in their language.
Real Denver-metro CEOs who match your six-point filter. Starting points, not final answers.
These are our guesses from public signals. Your instincts on who's a real fit override. We'll prune together in a moment. Vistage-portal clearance is still your step — I can't log in to your CRM.
Each has three hook variants in the spreadsheet. Pick the one that sounds like you.
Three hook variants are in the spreadsheet. Pick the one that sounds most like you — a single-character edit from you beats the cleanest draft from us every time.
The status pipeline. Every prospect moves left to right.
Alternate ends: Disqualified · Lost.
Every column is either something the engine writes (name, title, signal, hook) or something you update (status, cadence step, last contact). Glance on Monday. See who's where.
One brain. Three doors. Start where you already live.
Built inside your ChatGPT account in 5 min. Paste a name, get a research card. Where the weekly work lives.
Same brain in Claude. Better writing on hooks. A/B it against the GPT on the same name.
The Worker behind the scenes. For when you need to batch 50 names or hook into your sheet. 150 lines. Yours.
The brain is the system prompt — your six criteria, your hook formula, your honesty rules. The doors are the interfaces. Improve the prompt once, every door gets smarter.
| Mon | Pick five of the ten prospects. Vistage-portal clear them. |
| Tue | Get contact info into your phone + Outlook. (Lusha / CRM.) |
| Wed | Fire Step 1 of your 8-step cadence. The hooks are already drafted. |
| Thu | Test-drive the Research Engine on two fresh names you've been meaning to look up. |
| Fri | Reply with what worked, what didn't, and your spreadsheet column headers for Session 2. |
By Friday: ten prospects researched without your hours. Five in outreach. Engine validated on your picks. Pipeline live.
| Session | Focus | What you get |
|---|---|---|
| 2 | Schema & batch | Your spreadsheet columns folded in. Engine gains a batch endpoint — paste 20 names, get 20 results. |
| 3 | Outreach sequencer | Your 8-step cadence encoded. Auto-advancement on status change. Per-step drafts in your voice — for your review, never auto-sent. |
| 4 | Signal watcher | Weekly re-check on active prospects. New signal → new hook suggestion → priority bump. |
| 5 | CRM handoff | Light integration with your tools. Documentation pass. You run it solo for a week. Debrief. |
Session 6 is deliberately optional — you decide by Session 4 whether we need it.
Session 1 was never about a concept deck. It was about handing you a working system you can direct, and the materials to calibrate it to how you recruit.