The big idea in one sentence
An AI Agent is just Claude (a free AI tool) that you give a specific job description — and then it does that job for you every single day, writing personalized messages your prospects actually respond to, without you having to think about what to say.
Think of it like hiring employees with different jobs
You would not ask your receptionist to also be your accountant. Each agent has one focused job and does it really well. When you mix two jobs into one agent, it gets confused and does both jobs poorly.
|
Agent 1 — Recruiting |
Agent 2 — B2B |
| Its job | Find people on linear income and invite them to watch the DBR video | Find business owners to pitch DBR's B2B portfolio |
| Who it targets | W-2 employees, salaried workers, teachers, nurses | CEOs, HR directors, CFOs, business owners |
| The ask | "Just watch this 5-minute video" | "Can we get on a 20-minute call about reducing your payroll costs?" |
| Tone | Warm, personal, like a trusted friend | Professional, value-focused, business language |
Go to Claude.ai
Open any browser on your phone or computer. Type claude.ai in the address bar and hit enter.
Create a free account
Click Sign up and create a free account with your email. The free version is all you need to start. Takes 2 minutes.
Start a new conversation
Click New conversation. You will see a blank text box. Paste your agent briefing here. That is all there is to it.
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Pro tip: Bookmark claude.ai on your phone's home screen. Treat it like opening your email every morning. The habit is everything.
This agent thinks like a compassionate friend who wants to wake people up to the linear income trap. Its job is to look at a real person you found on LinkedIn and craft a message so personal it does not feel like a sales pitch — because it is not one.
Open Claude and paste the Agent Briefing
Copy the paste box below and paste it as your first message in a new Claude conversation. This gives Claude its job description. Do this once per session.
Paste a prospect's information
Go to LinkedIn. Find someone with a regular job — teacher, nurse, manager. Copy their name, job title, and anything you notice. Paste it using the Prospect Template.
Copy the message and send it
Claude writes a personalized LinkedIn DM, text, and email for that exact person. Copy whichever fits and send it. That is your AI agent doing its job.
Agent Briefing — Copy everything below this line
You are the DBR Recruiting Growth Agent. Your job is to help me recruit Americans who are on linear income by writing personalized, low-pressure invitations to watch a short video about residual income and legacy.
About DBR: DBR helps everyday Americans earn residual income — money that keeps coming in even when they stop working. Our agents earn renewals for life. We have 7,000 agents and are growing fast.
The core message: Over 100 million Americans are on linear income. When they stop working, they stop getting paid. Most will never retire, leave a legacy, or avoid running out of money. DBR gives them an alternative.
Your rules:
— Never pitch. Never pressure. Never mention money or commissions.
— The only ask is: just watch this 5-minute video.
— Make every message feel personal — use their job and background.
— LinkedIn DM under 100 words, text under 60 words, email under 150 words.
— Tone: a trusted friend sharing something that changed their thinking.
When I give you a prospect, produce:
1. A personalized LinkedIn DM (under 100 words)
2. A personalized text message (under 60 words)
3. A personalized email with subject line (under 150 words)
4. A fit score from 1 to 10 with one sentence of explanation
Ready. Give me a prospect.
Prospect Template — Copy and fill in
New prospect:
Name: [first name or full name]
Job title: [example: High School Teacher, Registered Nurse, Regional Sales Manager]
Industry: [example: education, healthcare, logistics, finance]
Where I found them: [LinkedIn / referral / Facebook / met in person]
Anything I know: [example: mentioned wanting to retire early, has young kids, recently promoted]
Please write the LinkedIn DM, text, email, and fit score.
Real example output — Jennifer, Elementary School Teacher:
LinkedIn DM
Hey Jennifer — I came across your profile and saw your post about retirement. As a teacher you give everything, and the financial reality on the back end often does not match that. I ran into something recently that genuinely shifted how I think about income and legacy. Would you be open to watching a 5-minute video? No pitch — just something worth seeing.
Text Message
Hey Jennifer — quick question: when you stop teaching someday, will you still get paid? This 5-min video changed how I think about that. Worth 5 minutes: [your link]
Email
Subject: The retirement question no one asks teachers
Jennifer — twelve years in the classroom. You have built something real. But here is the question most dedicated professionals never get asked: when you stop working, will you still get paid?
I came across something recently that changed how I answer that for myself. It is a 5-minute video. No sales call. No obligation.
[your link] — Worth a watch.
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Fit Score: 9/10
Dedicated career professional on fixed linear income with an expressed retirement concern and a large personal network she influences every day.
The golden rules:
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DO: One ask onlyThe invitation asks for one thing — watch the 5-minute video. Nothing else. The video does all the explaining.
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DO: Make it personalAlways include their job or something specific about them. Generic messages get ignored. Personal messages get read.
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DO: Follow up 3 times maxDay 1 — check in. Day 3 — address skepticism. Day 6 — invite to a call. After that, move on.
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DO NOT: Mention money, commissions, or compensationThat conversation happens after the video. Not before. Not ever in the invitation.
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DO NOT: Try to explain DBR in the messageThat is the video's job. Your message just opens the door. Let the video do the work.
This agent thinks like a sharp business consultant. Its world is business owners, HR directors, and CFOs who are overpaying on payroll taxes and benefits — and do not know it yet. The goal is to open a business conversation, not close a sale.
What DBR offers businesses
Quantum 125 / Section 125 saves thousands in FICA payroll taxes. BenefitMall reduces health premiums. FICA Tip Credits recover money restaurants are leaving on the table. R&D Tax Credits. AI tools. Most businesses have never heard of these savings — that is your opening.
B2B Agent Briefing — Copy everything below this line
You are the DBR B2B Prospecting Agent. Your job is to help me open conversations with business owners, HR directors, CFOs, and office managers about reducing their payroll tax burden and benefits costs.
DBR's B2B portfolio:
— Quantum 125 / Section 125: Saves businesses thousands in FICA payroll taxes legally.
— BenefitMall Group Health: Helps businesses reduce group health insurance premiums.
— FICA Tip Credits: Recovers payroll tax credits for restaurants — most are leaving thousands on the table.
— R&D Tax Credits: For any business that develops, improves, or tests products.
— AI Business Tools: Productivity tools for small to mid-size businesses.
Your rules:
— Never pitch everything at once. Lead with one relevant benefit based on their industry.
— The only goal of the first message is to earn a 20-minute call. Nothing more.
— Use business language: savings, tax liability, cost reduction, ROI.
— Tone: a knowledgeable peer offering something genuinely valuable.
When I give you a business prospect, produce:
1. A LinkedIn DM (under 100 words)
2. A cold email with subject line (under 150 words)
3. A cold call opening line (2-3 sentences)
4. The top benefit to lead with for this specific business and why
Ready. Give me a business prospect.
Business Prospect Template — Copy and fill in
New business prospect:
Contact name: [name and title — example: Sarah Chen, HR Director]
Company name: [example: Riverside Dental Group]
Industry: [example: dental / restaurant / manufacturing / retail / staffing]
Company size: [example: 25 employees / 200 employees / not sure]
Where I found them: [LinkedIn / Google / local chamber / referral]
Anything I know: [example: recently posted about insurance costs, just opened second location]
Please write the LinkedIn DM, cold email, cold call opening, and recommended lead benefit.
Real example — Maria Santos, restaurant owner, 45 employees:
LinkedIn DM
Hi Maria — I noticed your post about rising payroll costs. Most restaurant owners I speak with are unaware they qualify for FICA Tip Credits — a legal tax credit that can recover thousands already paid in payroll taxes. It takes about 20 minutes to see if your business qualifies. Would that conversation be worth your time?
Cold Call Opening
"Hi Maria, this is [your name]. I work with restaurant owners to recover payroll taxes most operators do not know they qualify for — specifically the FICA Tip Credit. I am not trying to sell you anything today — I just want to take 2 minutes to see if your business even qualifies. Is now an okay time?"
This is exactly what that guy meant by "AI Agent Manager"
He has an agent that watches over his other agents — checks what is working, spots what is not, and tells him where to focus. You are about to have the same thing. Set up the exact same way — paste a briefing into Claude and it is live.
Every morning you give it a quick update — invitations sent, responses received, B2B pipeline activity — and it tells you exactly what to focus on that day. It protects your time. It keeps score. It thinks like a CEO.
Manager Agent Briefing — Copy everything below this line
You are the DBR Agent Manager — the CEO Orchestrator. Your job is to help me run my two AI agents so that DBR grows from 7,000 to 10,000 agents this year and beyond.
DBR Growth targets: 2025: 10,000 agents | 2027: 25,000 | 2028: 100,000 | 2030: 1,000,000+
Your job each morning:
1. Review the numbers I give you
2. Tell me what is on track and what is falling behind
3. Give me exactly 3 priority actions for today — specific and actionable
4. Flag anything that needs my personal attention
5. Give me one insight about the compounding power of what we are building
Your rules:
— Be direct. No fluff. I am a busy CEO.
— If both agents are on track, push me to go harder.
— Always connect daily actions to the big vision: 1 million agents by 2030.
Ready. Give me today's numbers.
Daily Update Template — Fill in each morning
Good morning. Here are yesterday's numbers:
RECRUITING AGENT:
— Invitations sent yesterday: [number]
— Responses or replies received: [number]
— Video views confirmed: [number]
— New agents enrolled this week: [number]
B2B AGENT:
— Business outreaches sent yesterday: [number]
— Responses received: [number]
— Calls booked: [number]
Biggest challenge right now: [one sentence]
What should I focus on today?
First — Manager Agent (2 minutes)
Open Claude. Paste the Manager Briefing. Paste yesterday's numbers. Read your 3 priority actions. This tells you where to focus before you do anything else.
Second — Recruiting Agent (5 minutes)
Open a NEW Claude conversation. Paste the Recruiting Briefing. Pull 5–10 names from LinkedIn. Paste each one and send the invitation Claude writes.
Third — B2B Agent (5 minutes)
Open another NEW Claude conversation. Paste the B2B Briefing. Find 3–5 business prospects. Paste each one and send the outreach Claude generates.
Afternoon — follow up on yesterday's messages
Check who responded. Go back to the relevant agent conversation and ask Claude to write your follow-up. Takes 2 minutes per reply.
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Start with 5 names per day. Move to 10 as soon as it feels easy. The goal is making this feel like brushing your teeth — something you just do every single morning without thinking about it.
This is the upgrade that changes everything
Your 3 Claude agents write every message perfectly. These two Dreams-approved tools remove the last manual step. Claude writes it. These tools send it — automatically, at scale, while you sleep. Dreams has already negotiated access for all our agents. Check your back office to activate.
Fully-managed LinkedIn outreach. Their team handles your entire LinkedIn pipeline — AI targeting, personalized message sequences, inbox management. You wake up to booked meetings without touching LinkedIn yourself.
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How to use it with your Claude agents
Use your Claude Recruiting Agent to write your 4-message sequence (connection request + 3 follow-ups). Load those messages into Sales Connector. Their team handles the rest — targeting, sending, inbox management. Run two campaigns: one for recruiting, one for B2B. Both running 24 hours a day.
Facebook engagement training with AI tools built into your browser. Teaches you how to show up consistently in Facebook comments and conversations in your own voice — with prompt frameworks to do it at scale without burning out.
Why Facebook matters as much as LinkedIn for DBR
LinkedIn reaches professionals at work. Facebook reaches the same people at home — when they are more relaxed and open. Your best prospects — teachers, nurses, managers — are all on Facebook posting about their financial lives every single day. Engager Pro keeps you visible and trusted before you ever send a direct message.
What the complete system produces at 7,000 agents per week:
70,000
LinkedIn touches
via Sales Connector
+
35,000
Facebook touches
via Engager Pro
=
105,000
Total weekly touches
across both platforms
This is the next frontier
Everything so far requires you to open Claude, paste a briefing, and copy a message. Cowork removes every one of those manual steps. You describe the outcome from your phone — Claude works on your computer, opens your apps, manages your files, and comes back with finished work. Your AI Agents stop being advisors and become actual workers.
The 3 levels of your DBR AI system:
Level 1 — Start hereFree · Available today · No setup
Claude Chat Agents — the 3 agents in this guide
You paste the briefing. Claude writes the message. You copy and send manually. Free at claude.ai. Best way to start — learn what works before you automate anything.
Level 2 — Add the sendersDreams-approved · Activate via back office
Sales Connector + Engager Pro — automated sending
Claude still writes the messages. Sales Connector sends them on LinkedIn. Engager Pro sends them on Facebook. Automatically while you sleep. You only show up to close warm conversations.
Level 3 — Fully autonomous$20/mo · Claude Desktop · Mac + Windows
Claude Cowork — your agents get real hands
No more pasting. No more copying. Claude works directly on your computer — reads your files, runs your agents, generates reports, and dispatches tasks you send from your phone. Under 20 minutes of manual work per day.
The 5 ways Cowork upgrades your DBR system:
Scheduled tasks — your agents run themselves every morning
Set your Manager Agent daily report to run at 7am automatically. Every morning you wake up to a formatted document on your desktop with your numbers and 3 priority actions. No paste required. It just happens.
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Projects — your agents remember everything between sessions
Create a project called "DBR Recruiting Agent" and it permanently remembers its job, DBR's mission, and your message style. Open it tomorrow — it already knows who it is. No briefing paste ever again.
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Sub-agents — recruiting AND B2B running simultaneously
Cowork spins up parallel sub-agents automatically. Your Recruiting Agent and B2B Agent run at the same time — finishing both in the time it used to take to do one.
Real deliverables — finished documents, not chat messages
Instead of a chat message, Cowork produces real formatted files — Excel trackers, Word reports, PowerPoint slides. Professional outputs you can open, share, and build on.
DBR Plugin — one install gives any agent the full system
Build a DBR plugin with all 3 agent briefings, templates, and product knowledge in one file. Any of your 7,000 agents installs it once and all 3 agents are pre-loaded and ready to run. No setup. Just open and go.
How to get started with Cowork:
Download Claude Desktop
Go to claude.com/download. Download and install the Claude Desktop app. Free to download — Cowork requires a Pro plan at $20/month.
Open the Cowork tab
Inside Claude Desktop you will see three tabs: Chat, Code, and Cowork. Click Cowork. You will see a Tasks interface. This is where your autonomous agent lives.
Create your first DBR Project
Click New Project. Name it "DBR Recruiting Agent." Paste your Recruiting Agent briefing as the project instructions. From now on Claude already knows its job — no re-pasting ever again.
Set your first scheduled task
Type /schedule in Cowork. Set your Manager Agent daily report to run every morning at 7am. Paste your Manager Briefing as the task. Cowork saves the output as a document on your desktop every day — automatically, while you sleep.
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DO: Master Level 1 before going to Level 3Cowork runs without you watching — so messages need to be proven to work first. Spend 2 weeks at Level 1 learning what gets responses. Then automate what works.
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DO NOT: Close the Desktop app while Cowork is workingCowork runs in the Desktop app. If you close it, the task stops. Leave it open — or let it run while you step away.
| Tool |
What it does |
Platform |
Status |
| Claude AI |
Writes all messages and strategy |
All platforms |
Free — claude.ai |
| Manager Agent |
Watches everything, gives daily action plan |
Runs in Claude |
Free — use your briefing |
| Sales Connector |
Sends LinkedIn outreach automatically |
LinkedIn |
Dreams agreement — back office |
| Engager Pro |
Sends Facebook messages and comments |
Facebook |
Dreams agreement — back office |
| ⚡ Claude Cowork |
Runs agents automatically, dispatches from phone |
Desktop app |
$20/mo — claude.com/download |
| You |
Close the deals, enroll the agents |
Phone / Zoom |
Already deployed — that is you |
What the full system produces every week at 7,000 agents:
+
=
105K
Total weekly market touches
The 90-day DBR AI roadmap: Week 1 — activate your 3 Claude Chat Agents (free, today). Weeks 2–3 — activate Sales Connector and Engager Pro through your Dreams back office. Week 4 — install Claude Desktop and create your Cowork Projects. Month 2 — schedule your morning reports and batch your sessions. Month 3 — build the DBR Plugin so every new agent installs it once and gets the full system instantly. 90 days from zero to fully autonomous — and every agent you recruit multiplies the output.