Short answer: Day 1 is about finding missed money in the people who already know you: past buyers, warm prospects, opened-but-did-not-buy leads, referral sources, and current clients with unsold needs. Codex should find the signals, rank the opportunities, draft the first move, and stop for your approval.
Watch the first training, then use the guide below to turn inboxes, calls, proposals, and client history into the next sales moves.
The fastest AI win is missed follow-up.
- Do not start by asking AI for ideas. Start by giving Codex real business evidence: emails, meeting notes, old proposals, client lists, registrations, and CRM exports.
- The first money is usually hiding in people who already know you: past buyers, warm prospects, opened-but-did-not-buy leads, referral sources, and current clients with unsold needs.
- Codex should not send messages without you. Its job is to find the signals, rank the opportunities, draft the first move, and stop for your approval.
Run this first.
- Open the Skills Dashboard and start with the Codex setup skill so permissions and browser access do not block the work.
- Give Codex one source of real buyer evidence: your last 30 emails, recent call notes, a CRM export, or a list of past buyers.
- Ask Codex to rank the top five people most likely to buy, refer, renew, or need a follow-up this week.
- Have Codex draft one short reply or next step for each person, then review before anything is sent.
- Start with the $297 Skills Dashboard if you want to run the workflows yourself, or use 1:1 Implementation if you want Shanee applying it with you.
Pick the right next step.
100+ Codex Skills Dashboard - $297
Start here if you want the prompts and workflows and you are comfortable running them yourself.
Alumni Community - $997 for the first 25
For alumni who want the community, replays, owner examples, and the 100+ Codex Skills Dashboard included. After the first 25 alumni seats, the community moves to $3K.
1:1 AI Implementation - $3K
Includes one private strategy session plus four 1:1 implementation sessions to apply the skills, homebase, and workflows to the real business.
Shanee Moret
Founder, Growth Academy Global. Teaches business owners how to use AI agents, Codex workflows, content proof, and client acquisition systems.
Part of the AI agents for business owners library from Growth Academy.
Build the infrastructure before you expect the agent to perform.
Start with the setup guides, then use the Skills Dashboard to turn Codex into a practical operator across files, sales, content, and business intelligence.
See the Skills DashboardShanee Moret