For Senior Leaders · Sept 14–15 · Spooner, WI
You Were Told to "Make AI Happen." Leave With It Happening.
One day for the GM, ops leader, sales leader, or office manager who actually owns the workflow: a repeatable method, proof on data like yours, and one real workflow that runs itself before you're back at your desk.
Save $500 — register by August 31, 2026
Sound Familiar?
You're the person who actually runs the workflow — the GM, operations leader, sales or marketing leader, estimator, or office manager. In a 100+ person company you may hold the delegated AI mandate; in a 20–50 person company you're the owner's right hand. Your world is QuickBooks, a job system or aging ERP, and re-keyed spreadsheets.
The Problem
Told to deploy AI, handed no roadmap — while every report is manual re-keying between QuickBooks, the job system, and Excel. You're stuck between the hype and "reword my email."
What You Walk Away With
A prompt playbook, a 90-day marketing calendar, and one real workflow — reporting, proposals, or follow-up — that now runs itself.
Which One Are You?
The Owner's Right Hand
Every report is you, re-keying numbers between systems that refuse to talk.
You already run the place out of QuickBooks and memory. Imagine the version where the reports build themselves — that's what you take home.
The Delegated Exec
You own the AI mandate, but every pilot so far has been a demo, not a workflow.
"Look into AI" isn't a plan. You go back to the boss with a method, a scored assessment, and one workflow already running — momentum, not a science project.
The Sales & Marketing Leader
Leads go cold in the inbox, proposals take days, and marketing is whatever fits into Friday afternoon.
You leave with a proposal that rewrote itself, a month of social drafted from one job site, and a follow-up system that never lets a lead sit.
Your Sessions on the Sales & Marketing Track
Click any session for the full detail — what gets built, what you keep, and how it fits your day. Tracks run in parallel and you can switch at any time.
Get Found by ChatGPT: SEO Is Now GEO
with Aaron Libner
Your next customer isn't Googling — they're asking ChatGPT. What generative engine optimization (GEO) means for a local company, and the specific moves that get you recommended by name.
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Proposal Makeover: Rewrites That Win the Job
with Aaron Libner
Bring a real proposal; AI rewrites it around the customer's problem instead of your equipment list — same price, better words, more wins.
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Professional Video From an Image: Turn a Photo Into a Full Video With Your Voice
with Greg Brainerd
Turn raw phone clips and job-site photos into a polished marketing video with AI — script, voiceover, cut, and captions included. No editor, no studio, no agency invoice.
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A Month of Social Posts From One Job Site
with Greg Brainerd
One walkthrough's worth of photos becomes thirty days of posts — captioned, scheduled, in your voice. The crew already takes the pictures; AI does the rest.
Session detailsNever Let Another Lead Go Cold: The Follow-Up System That Runs Itself
with Jer Holum
The longest working block of the track: turn the morning's search, proposal, video, and social work into one measurable revenue workflow. Watch a lead trigger start research, draft the next best touch, pause for human approval, and write the result back to the CRM — then build yours.
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Direct Mail That Reads Minds: AI-Personalized Postcards
with Aaron Libner
AI writes a different postcard for every prospect — their industry, their neighborhood, their likely pain — and the printer does the rest. Physical mail nobody else is sending anymore.
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The One-Person Marketing Department: Your Q4 Plan
with Aaron Libner
The last half hour of the track stitches the whole day together — GEO, proposals, video, social, follow-up, and the direct mail campaign you just drafted — into a 90-day marketing calendar one person, backed by AI, can actually run. It hands straight off to the closing roadmap session.
Session detailsPlus the Sessions Everyone Shares
The day opens and closes together — and ends with every attendee holding a written 90-day roadmap.
Welcome: The Day AI Gets Real
with Rod Holum
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Working Lunch: Watch a Business Dashboard Build Itself
with Tim Holum & Greg Brainerd
Session detailsLive AI Teardown: Bring Your Worst Workflow
with Tim Holum
Session detailsYour 90-Day Roadmap: Leave With the Plan
with Rod Holum
Session detailsBring Both Sides of the House
The retreat works best when leadership and the hands-on team hear it the same day. Here's what it looks like from the other seats:
Hands-On AI Training Within Driving Distance
The retreat draws senior leadersfrom across western Wisconsin and Minnesota — most within a few hours by car of The Island in Spooner, WI. Can't travel? Attend every session live remote, or explore all our AI training for business options.
For Senior Leaders — Frequently Asked Questions
Ready to spend the day with us?
Tuesday, Sept 15, 2026 · The Island, Spooner WI · In person $995$495 (working lunch included) · Remote $250 · Limited seats.
Save $500 — register by August 31, 2026