EGIA
Win More Calls: AI Builds the Shortlist Now. You're Probably Not On It

Tuesday, September 29

Virtual Workshop

Agenda

3:00 PM-4:00 PM EASTERN (12:00 PM-1:00 PM PACIFIC)

Win More Calls: AI Builds the Shortlist Now. You're Probably Not On It

Homeowners still call three contractors. You’re probably not one of the three anymore. Roughly 37% of buyers now use AI to research their problem and compare options.

AI isn’t where the sale closes. It’s where the list gets made, and it builds that list out of whoever has the most evidence: the most reviews, the most mentions, the most third-party coverage. The biggest company in your market usually wins by default and you get cut before the bidding starts. You never see it happen, the phone just rings less than it should.

Join this live virtual session where Zach Wilson of Lokal builds lists on screen, in a real market, showing which contractors get named, which get skipped, and the signals separating them. Then we’ll ask AI to name a contractor’s weaknesses out loud. You’ll leave with the exact prompts to run on your own audit, a 60-day checklist to get into consideration, and the two numbers that tell you whether your marketing is producing booked revenue.

In this session, you’ll learn:

  • Competitive research with Ask Maps — how to run a shortlist and see which contractors get named and the specific signals separating them
  • The weakness audit nobody’s running yet — make AI list a your online reputation and weaknesses out loud, pulled from reviews you’ve never read
  • The real numbers on AI and home services — what AI is actually worth to an HVAC company today, from consumer research and real contractor lead data
  • A 60-day pre-season checklist — the four moves ranked by impact, that get you into consideration before the first cold snap
  • The measurement swap — the numbers that show whether your marketing is producing booked revenue

Walk away with a prompt sheet you can run on your own market that night, a ranked one-page checklist for the next 60 days, and two metrics to replace the lead source report that was never telling you the truth.

Presenter

Speaker Wilson

Zachary Wilson
Chief Marketing Officer, Lokal

Zachary Wilson is the Chief Marketing Officer of Lokal, a performance-driven digital marketing agency that helps HVAC contractors see what drives growth so they can make confident decisions and scale.

Zach’s approach centers on measurable outcomes over vanity metrics, delivering systematic tracking, transparent reporting, and actionable operational insights. Under his leadership, Lokal has achieved significant performance improvements for clients, including dramatic growth through sophisticated marketing and massive operational improvements.

Beyond client work, Zach is an active industry educator, hosting webinars, EGIA sponsorship, and speaking at ACCA events. He writes “The Boost,” a weekly newsletter for contractors, and is implementing the Entrepreneurial Operating System (EOS) at Lokal, establishing a culture built on Customer First, Ownership Thinking, and Doing the Right Thing.

An accomplished endurance athlete, Zach has completed 7 Ironman triathlons, 25 half-Ironman races, and competed at a 70.3 World Championship. The discipline fueling his athletic achievements mirrors his business approach—unwavering focus, strategic execution, and commitment to results.

His direct, data-driven style has positioned Lokal as a trusted partner for contractors seeking sustainable growth.

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