We sit down with Jordan Shlosberg, founder & CEO of Atlas, to unpack how an AI-native, memory-driven CRM is changing the way executive search firms win work and deliver. Jordan shares the journey from building an expert network to architecting Atlas’s “remember-everything” engine, why retrofitting old CRMs with AI won’t cut it, and how features like Magic Search and BD signal tracking turn every conversation into a competitive edge.

You’ll learn:

• Memory as a moat: Why storing everything your firm hears, says, reads, and writes becomes your most defensible advantage and how it powers evidence-rich pitch decks and shortlists.
• Magic Search in action: Find “a CEO who loves Pearl Jam” and surface context from calls, emails, and chats without leaving your database.
• Zero-admin BD: Automated tracking of outreach, replies, and next steps with daily “what to focus on” guidance and dynamic heat scoring.
• Exec search vs. contingent: Building for white-glove depth and speed -  present like an exec search firm, even on contingent timelines.
• Adoption playbook: Practical ways to drive AI usage (yes, incentivise it), and why your team should be in ChatGPT/Claude as a bare minimum.
• Migration truths: What it really takes to move CRMs, why the pain is overblown, and why waiting gets costlier when competitors go AI-native.
• Compliance posture: Legitimate interest, consent controls, and one-click deletion - designing flexible workflows for GDPR-sensitive environments. (Not legal advice.)
• Revenue per head lens: How Atlas prioritises features that measurably increase billing beyond shiny demos.
• Team & build philosophy: Why a larger engineering org (and ruthless feedback loops: “tell us what you hate”) shapes a better product, faster.

About Jordan Shlosberg
Founder & CEO of Atlas. Previously built an expert network business from scratch to significant scale; early to applied AI in search and knowledge retrieval; product thinker obsessed with turning conversations into searchable, reusable firm intelligence.

If you’re pitching major mandates in the next quarter, this conversation might change how you prep your deck and run your search. Subscribe, share with a fellow search leader, and tell us what you want covered next: [email protected]

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LinkedIn

Connect with Louise: https://www.linkedin.com/in/louise-archer-48612844/

Connect with Jordan: https://www.linkedin.com/in/retainedsearchcoach/

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