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Agenda

AI Lead Strategy

Identify Where Your Next 200–500 Leads Can Come From

  • First Principles
  • The Three Rules of AI Marketing
  • Disconnected tools, agencies, and priorities
  • The problems with “AI dabbling”
  • What AI should—and should not—control

Teach AI What Makes You Different

Turn Your Identity Into a Competitive Advantage

  • Identity as the foundation for everything
  • The Five Pillars of contractor Identity
  • The Discovery Process
  • Identity Blueprint: an 80-page marketing roadmap
  • Building the Pantry and Library

Identity Demo

Teach AI What Makes You Different—Live

  • Create a contractor Identity on the spot
  • Watch the Discovery Process in action
  • Turn raw company information into usable AI inputs

Energy Break

You’ve got 15 minutes to pee.

The AI Campaign Engine

Create More Campaigns Across Every Viable Channel

  • Website and SEO content
  • Digital ads: Facebook and Google
  • Social media content—including Chipper Shredder
  • TV, radio, and OTT
  • Mailers, print, and collateral
  • Other marketing categories

Lunch

Eat fast.You only have one hour.

  • Lunch provided by Level 10, on site

Intelligent Testing and Optimization

Find Winners Faster.Stop Funding Losers.

  • Use AI to place, oversee, and manage ad spend
  • Rapid iteration: A/B testing on steroids
  • Humans in the Loop: the importance of oversight
  • Scale campaigns that are working across media

The AI Lead Conversion Engine

Turn More Leads Into Appointments and Sales

  • Use AI to improve speed to lead
  • Use AI to enhance the customer journey and experience
  • Increase set rates, show rates, close rates, and stick rates
  • AI sales coaching: leak detection and conversion improvement

Connected Marketing Intelligence

Know Which Campaigns Produce Profitable Jobs

  • Use AI to create reports focused on KPIs
  • Eliminate dashboard hell
  • Smartphone setup: intelligence in your palm
  • Smart suggestions from AI—with humans in the loop

Energy Break

Hurry up and pee.

Your Complete AI Lead-Generation Plan

Prioritize What to Implement First

  • Implementation planning: the first 90-day sprint and six-month roadmap
  • Stitching systems together vs. using a central Command Center
  • Where to expect problems
  • How to scale the system
  • Demo of the full Command Center for multiple contractors
Operation Lead Surge attendee taking notes during the working session
Rich Harshaw teaching from the Operation Lead Surge stage

Bring the team.
Build the plan.