AI for Contractors Workshop
For Guadalupe-Area Contractors
Scale Your Contractor Business Without Adding More Staff.
A live 2-hour workshop for established general contractors and specialty trades running multiple projects, crews, and subs. Walk out with one thing: a working AI employee that runs the busywork your project managers, office staff, and crews shouldn't be doing. So you can run the business instead of getting buried by it.
Bring your office manager free · 20 seats total
Doors close in
Co-Presented by Donegan, Serving Seguin Since 1911If This Sounds Familiar, Keep Reading
You're Bigger Than You Were Five Years Ago. So Why Does Everything Still Live in Your Head?
You started this business to build something. Not to be glued to your phone at 9pm answering the same questions you answered yesterday.
The villain isn't your team. It isn't your tools. It's manual busywork. The silent thief stealing 20+ hours a week from your business and your life. Owners who built real companies shouldn't be hostages inside them.
Your office manager or PM coordinator runs the world but she's buried. Half your bids and proposals never get a proper 7-day or 14-day follow-up, and you have no way to see which ones slipped.
You've got HubSpot. Or ServiceTitan. Or Procore. Or Buildertrend. Or all of them. Half your team uses them, half don't. The data is a mess and the dashboards lie.
You're running 3, 4, 5 active projects with subs, crews, and self-perform work. Every PM and super reports to you differently. You can't get a clean answer on which jobs are actually profitable until 60 days after closeout.
RFIs sit for a week. Submittals fall behind schedule. Change orders get verbal-approved in the field and never make it into writing. Margin walks out the door and nobody sees it until billing.
You want to step back from day-to-day ops. But every process in your company, from prequal to punch list, lives in someone's head, and that someone is usually you.
Your supers and crew leads call the office all day for P.O.s, sub schedules, RFI status, and "where do I go next." Your office staff spends half the week on radio traffic instead of running your business.
We've sat across from contractors doing $3M, $5M, $8M who are bigger than ever and more exhausted than ever. We get it. The problem isn't you. Nobody ever showed you how to install systems that scale with your team. That changes on June 18.
Introducing
The AI Employee Workshop for Established General Contractors and Trades
This isn't a chatbot demo. You'll watch a real AI employee work inside a contracting business live. It answers leads and RFPs, follows up on bids and change orders, coordinates subs, talks to your existing project management stack, and runs without you. Built for businesses that already have PMs, supers, office staff, crews, and a tool stack in place.
Lead and RFP Response in Under 5 Minutes
Every inbound lead, RFP, or invitation to bid gets an instant, branded reply, even at 9pm on a Saturday. Think of it as an intake coordinator that never clocks out. Your office wakes up to qualified opportunities, not a backlog.
Bid Follow-Up Coordinator on Autopilot
A dedicated bid follow-up coordinator that chases every estimate, proposal, and change order on day 1, day 3, day 7, day 14, and day 30. You stop losing 30% of jobs to slow follow-up, without your PMs lifting a finger.
An Estimator's Assistant That Never Sleeps
Acts like a junior estimator's assistant: pulls historical pricing, drafts the SOV, preps the bid package, and routes RFIs, submittals, field photos, sub schedules, and invoices into one view that talks to your stack (Procore, Buildertrend, HubSpot, ServiceTitan, QuickBooks). You see what's profitable before closeout, not 60 days after.
Your Subs. Your Supers. Your P.O.s. Handled.
A purchasing and sub-coordination role rolled into one. Hook your AI employee into your project management, GPS, and purchasing tools. When a super calls in for a P.O. or a sub needs a schedule update, the AI handles it. When you want status on every active project right now, you ask.
Here's How It Works
Three Steps. One Evening. A System That Runs.
Reserve Your Seat for $249
Quick form, secure checkout, bring your office manager free.
Show Up June 18 With Your Office Manager or PM
We give you the blueprint, walk through your existing stack (Procore, Buildertrend, HubSpot, CompanyCam, ServiceTitan, QuickBooks, whatever you're running), and demo the AI employee live inside a contracting business so you see exactly how it works.
Walk Out With a Free Trial in Your Business
Every attendee gets a free trial set up in their own AI employee account. Plus a free 1-on-1 discovery call with Melissa to map out your specific install. Try it before you buy it.
Real Problems. Real AI Solutions.
Here's What We've Heard From Contractors Like You.
The Problem
"My supers and crews call the office all day for P.O.s and sub schedules. My office staff spends 3 hours a day just on purchase orders and chasing subs."
The AI Solution
Give your AI employee access to your accounts. Supers, PMs, and crew leads call or text the AI directly with what they need. It cuts the P.O., updates the sub, logs it, and notifies the office. Your team gets their afternoons back.
The Problem
"I can't tell you status on my 6 active projects right now without calling 4 PMs and pulling 3 reports."
The AI Solution
Hook your AI employee into Procore, Buildertrend, or whatever you run. Ask "what's the status on the Boerne hospital job" or "which projects are behind schedule this week" and get an answer in 5 seconds.
The Problem
"RFIs and submittals fall behind. Change orders get verbal-approved in the field and never make it into writing."
The AI Solution
The AI tracks every RFI and submittal against the schedule, pings the responsible party automatically, and turns field-approved change orders into written CORs the same day. Nothing slips, nothing gets billed without paperwork.
The Problem
"We're still doing bids and SOVs on spreadsheets and my estimator is buried."
The AI Solution
Keep your spreadsheets. The AI builds the bid and schedule of values using your template, pulls the numbers from your last 50 jobs, and hands it to your estimator to proof. Your estimator does in 20 minutes what used to take 2 hours.
The Problem
"I don't know which projects are actually profitable until 60 days after closeout."
The AI Solution
The AI watches your time logs, material costs, sub invoices, and committed costs in real time. You get a margin alert the minute a job starts going sideways. Not 60 days later.
These are the conversations we have every week with contractors at your revenue band. June 18 is where we show you exactly how to install the fix.
Already Working in the Field
This System Is Running in Local Contracting Businesses Right Now.
Heartwood AI employees are currently installed and running at:
Divided Sky Roofing
San Marcos, TX
Vital Welding
New Braunfels, TX
New Braunfels Janitorial
New Braunfels, TX
What Owners Are Saying
"I'm the one actually using it day to day. It keeps me on the rails when I want to start ten new projects, it handles the content we couldn't get to before, and it does the work I used to have to fit in around everything else. It's the most efficient version of me, but it doesn't get tired."
Bernice, Operations · Divided Sky Roofing · San Marcos, TX
"I'm the owner AND the office manager. That means estimates, payroll, scheduling, and everything in between lands on my desk. My AI employee took the administrative load off without skipping any of the steps I built in to keep things accurate. I have fewer things slipping through the cracks now, not more."
Marie Vital, Owner & Office Manager · Vital Welding · New Braunfels, TX
Here's Everything You Get
A Complete Toolkit.
Built for Operators with Teams.
You walk out as the operator who runs the business, not the one buried by it. Here's what's in your hands when you leave.
Why is this only $249?
Donegan has insured Seguin contractors since 1911. Heartwood AI works with local operators every day. We're co-hosting this workshop because the next 5 years are going to separate the contractors who adopted operational AI from the ones who didn't. We'd rather have 20 of Seguin's serious operators in the room than charge $497 and have it half-empty. The free trial in your business and the 1-on-1 discovery call are our way of letting you try it before you buy it. The math works for us. The systems you walk out with should be worth six figures in saved time and recovered bids over the next year.
Is This For You?
This is for you if
- You own an established general contracting or specialty trade business doing $1M to $10M in annual revenue
- You've got an office team, project managers or supers, multiple crews or subs, and at least one estimator
- You've already tried a CRM or PM platform (Procore, Buildertrend, HubSpot, ServiceTitan) and you know it's only as good as the people using it
- You're growing, but you can feel the operational drag across estimating, project management, and closeout
- You're willing to bring your office manager or PM so the system actually gets used
This is NOT for you if
- You're a solo operator still doing your own bids and answering your own phone
- You're hoping AI will magically fix a team adoption problem (it won't, and we'll tell you why)
- You're looking for shiny tools instead of working systems
- You're not willing to spend 2 hours with your office manager or PM learning a system that runs your business
Free Bonuses Included
Three Bonuses. Yours When You Register.
30-Day Implementation Checklist
A day-by-day plan to roll out your AI employee in the 4 weeks after the workshop. Built for teams, not solo founders.
Contractor Tools Shortlist
The exact tools we recommend for businesses at your revenue band (Procore, Buildertrend, CompanyCam, ServiceTitan, HubSpot, QuickBooks, Autodesk, and more) with pricing notes, what plays well with your AI employee, and what to skip.
Insurance and Liability Briefing
Donegan walks through how to keep your coverage tight as your team automates more of your operations.
Your Hosts
Built by Operators. Trusted by Locals.
You don't get a faceless platform vendor and a logo on a banner. You get two people who've sat with contractors like you, and the Seguin insurance house that's had your back since 1911.
Melissa Elizondo
AI Strategist · Heartwood Marketing Solutions
Ten years in marketing. In AI since 2019, back when the tools were expensive, clunky, and most people hadn't heard of them yet. When ChatGPT hit, I dove in with both feet. Since then I've used the tools, built the tools, and put them through real work inside real businesses. I know which ones solve actual problems for operators with crews and which ones are just noise.
That's what I bring to June 18. Not theory. A guide who's already walked the path, so you skip the expensive trial-and-error and walk out with a system built for a business with teams, not a business with one person doing everything.
Josh Bright
Contractors Insurance Advisor · Donegan · Serving Seguin Since 1911
Josh works with Texas contractors every week. He knows what your policies cover, what they don't, and where the gaps open up the minute your team starts automating. He's in the room June 18 to make sure the systems you install protect your business instead of exposing it.
Through Donegan, Josh and his team partner with local contractors to protect the business and the crew. Having Donegan in the room means you can ask insurance and liability questions about AI in your operations and get straight answers from the people who actually write the policies.
Reserve Your Seat
Only 20 Contractors. First Come, First Served.
$249 per seat. Doors close when 20 seats are full. Bring your office manager or ops lead free. Free trial in your business and a 1-on-1 discovery call included.
Questions, Answered.
The contractors who install operational AI in the next 12 months will buy the ones who didn't.
You Can Keep Grinding. Or You Can Spend 2 Hours and Walk Out With a System.
Picture this: it's a Tuesday at 4pm. Your office manager is leaving on time. Your crews have what they need. Your bids went out this morning. You're home for dinner.
That's the install. June 18, 2026 · Seguin, TX · 20 seats · $249. Bring your office manager free.
Reserve My Seat for $249