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Full Retreat Agenda
Leadership TrackTuesday, Sept 15 · 1:45 – 2:30 PM

Win More of the Right Work: Research Faster and Build Better Bids With AI

More bids aren't the goal — more profitable wins are. Use AI to research the job, expose the risks, and build a defensible proposal while the opportunity is still hot.

About This Session

More bids are not the goal — more profitable wins are. Start with a checked takeoff, then use AI to research the project, owner, general contractor, requirements, deadlines, and risks; make a disciplined go/no-go decision; apply your company's real costs; and assemble a bid your team can defend.

What We'll Cover

  • Why the fastest bad bid is still a bad bid: quantities are only the starting point
  • Opportunity research: project, owner, GC, relationships, schedule, and addenda
  • Go/no-go scorecard: fit, capacity, competition, risk, win path, and margin confidence
  • Compliance matrix: deadlines, forms, bonds, insurance, and submission rules
  • Build the price from checked quantities and your company's real rates
  • Draft the bid: scope, inclusions, exclusions, assumptions, and relevant proof

You Leave With

A go/no-go scorecard and a send-ready bid package

Who Should Attend

Owners and estimators in construction, trades, and services who bid work — and want to win more of the right work, not just submit more paper. Builds directly on the checked takeoff from the earlier session.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Presenters and final session materials are being finalized and will be announced closer to the retreat.

Session Details

When
Tuesday, Sept 15, 2026 · 1:45 – 2:30 PM
Track
Leadership Track
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
Built for owners who bid work — construction, trades, and services

One registration covers the full retreat — every session, every track.

For CEOs & Owners

See the whole day mapped for your seat →

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ChatGPT, Claude, or Grok: A Straight-Answers Buyer's Guide

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Leadership Track10:50 AM – 12:00 PM

The Owner's Cockpit: Every Number That Matters, One Screen

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Win More of the Right Work — Questions & Answers

AI compresses the research that most bids skip: the project, the owner, the general contractor, requirements, deadlines, addenda, and risks — assembled into a go/no-go scorecard covering fit, capacity, competition, and margin confidence. This workshop runs a real public opportunity through that process live, ending in a compliance matrix and a send-ready bid skeleton.
No — and this session draws that line deliberately. Prices come from your checked quantities, your company's real labor and equipment rates, your overhead, and sourced vendor costs. AI does the research, exposes the requirements and risks, and assembles the package; your team keeps ownership of the number and the final approval.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 (working lunch included); attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.