Many AEC firms are experimenting with AI for proposal writing, chatbots, and content generation, but without a clear strategy linking these tools across the pursuit lifecycle, results often stay fragmented and inconsistent. This session shows how to connect AI strategy to every stage of pursuits—from marketing engagement and relationship management to RFP analysis, proposal development, and post-award debriefs—so firms can turn isolated pilots into coordinated, measurable business impact. Using real AEC examples and Copilot-powered workflows, we’ll demonstrate how AI and agents can streamline pursuits, strengthen client relationships, and free teams to focus on the human insight that still wins work.

Attendees will learn how to identify the right AI use cases, align them with firm goals, and build a practical roadmap for adoption across marketing and business development. Rather than chasing individual tools, the session blends strategic frameworks with real-world workflows to help teams connect technology to process improvement and client value. Participants will leave with an AI roadmap framework, a strategy worksheet, and examples of agent-driven pursuit workflows they can pilot immediately—equipping their firms to scale smarter, improve go/no-go decisions, and increase win rates.

Learner outcomes

1. Identify high-impact AI use cases across the AEC pursuit lifecycle and map them to specific firm goals.
2. Design an AI roadmap that aligns strategy, governance, data readiness, and adoption plans for marketing and BD teams.
3. Translate AI-driven efficiency gains into business outcomes such as stronger client engagement, increased pursuit capacity, and improved win rates.