Podcast Episode #230
The Builders Ladder - Podcast Episode

Turning Plans Into A BUDGET NUMBER With Two AI Systems | Christopher Stephens

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EPISODE Notes

Chris Stephens of Home Depot Pro in San Antonio gets a full takeoff spreadsheet out of AI in 5 to 15 minutes, then has a second AI check it before believing the numbers. Coach Chase goes through that workflow step by step with Chris, for any builder who wants faster budget numbers without betting a project on an unchecked AI answer.

Chris was an Army medic and led healthcare build-outs before managing about $15 million in roofing restoration projects after Hurricane Laura, and that project experience now goes into Outside Sales at Home Depot Pro. The workflow starts with a master document in Gemini, which holds the Bexar County building codes and project management principles, so Gemini knows what to draw from before it sees the plans. A second master document sets up Copilot as the auditor, and Chris passes the answers back and forth until both agree. Structural items have to clear A gates, while client choices like windows and doors become B gates, each with a question to answer before the final number. Chase and Chris also cover how Pro VIP accounts work, including preferred pricing and deliveries planned in waves from a builder’s Gantt chart.

If you start a new AI chat every time you need something, go to 36:45.

What’s covered:

  • Building a master document so AI draws from your codes and your process
  • Using one AI to create a takeoff and a second AI to audit it
  • Sorting a takeoff into structural A gates and client-choice B gates
  • Catching differences between structural and architectural plans before ordering
  • Choosing AI tools and keeping customer data behind a firewall
  • How the Home Depot Pro desk and Pro VIP account management work

Chapters:

  • 00:00 Coming up: AI takeoffs and verifying the answers
  • 01:19 Coach Chase welcomes Christopher Stephens
  • 02:24 The 800 pound alligator in the parking lot
  • 05:21 What Chris does at Home Depot Pro
  • 07:00 From Army medic to healthcare build-outs
  • 11:30 $15 million in roofing after Hurricane Laura
  • 16:27 Where an AI takeoff starts
  • 20:16 Don’t trust AI, verify AI
  • 23:01 Building the master document for Gemini
  • 26:00 Getting Copilot to audit the takeoff
  • 27:39 TPB events for the next 12 months
  • 30:01 Sorting a takeoff into A gates and B gates
  • 32:50 When Gemini and Copilot argue
  • 34:09 How close the numbers land to final
  • 36:45 Which AI tools a builder should start with
  • 42:09 Cutting 200 leads to four
  • 44:42 The 2×6 and 2×4 floor mismatch
  • 46:15 Start with something simple, like your yard
  • 47:48 How Pro VIP accounts work
  • 51:57 Inside a flatbed distribution center
  • 56:53 When you need an account manager
  • 57:39 Planning deliveries from your Gantt chart
  • 59:14 Builders pulling ahead and falling behind
  • 1:02:03 One piece of advice for a hesitant builder

Resources Mentioned

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