TrebleHook AI Vision 2026

Where AEC Business Development Meets Intelligent Transformation

For decades, the AEC industry has run on relationships, spreadsheets, instincts, and the belief that experience alone can drive predictable growth. The approach worked for a long time, but the world around us has changed. Competition is tighter, margins are thinner, and the pace of business is faster than ever. Data now lives in email, project systems, personal notes, and legacy CRMs, which means it is everywhere and nowhere at the same time.

 

At the same time, artificial intelligence is reshaping how companies work, sell, forecast, collaborate, and win. Other industries are already using AI to guide decisions and reduce busywork. AEC, however, is still early in that journey.

TrebleHook exists to close that gap.

We are building an AI powered CRM and pursuit intelligence platform designed specifically for the way AEC firms actually operate. Our focus is on long pursuit cycles, complex relationships, multi stage opportunities, and teams who spend more time in the field than behind a keyboard.

Goal icon

Our goal is simple and very practical.

Ai icon

We want to make AI useful, approachable, and transformational without requiring AEC firms to become technology companies.

Team leader

TrebleHook will lead, our customers will benefit, and the industry will move forward together.

Why AEC Firms Cannot Wait Any Longer

Across professional services and industrial sectors, companies that have embraced AI in business development, forecasting, and customer management are seeing meaningful improvements in results. These are not theoretical future benefits. They are real improvements in the way teams work today.

Some of the patterns are clear.

Proposal icon

Many organizations are shortening
proposal and response cycles

by thirty to fifty percent because AI handles repetitive drafting and data collection.

Accuracy Icon

Forecasting accuracy
is improving

by a factor of two to four because AI learns from historic behavior, not just current opinions.

Saving

Business development
teams are saving

twenty to forty percent of their time as AI reduces manual data entry and meeting documentation.

Win rate

Win rates
are growing

as firms gain deeper insight into which pursuits are truly winnable and where to focus scarce resources.

AEC firms deserve the same edge. Most simply do not have the systems, internal data platforms, or change management capacity to build this on their own while also serving clients and running projects.

That is why TrebleHook’s role is bigger than delivering a feature list.

We are here to guide an entire industry into an AI enabled era with clarity, practicality, and confidence.

The TrebleHook AI Philosophy

Practical, Predictive, Human Centered, and Field Ready

We believe AI should do three things extremely well for AEC firms.

remove burden

Remove the administrative burden that slows teams down.

insights

Surface insights that humans can act on immediately.

Help leaders

Help leaders make better decisions with less effort and less friction.

Everything we are building aligns to this philosophy. TrebleHook does not exist to add another layer of complexity or another system to manage. It exists to simplify the work, highlight what matters, and give your people leverage.

Where TrebleHook Is Investing for 2026

These are the core pillars shaping our AI roadmap and what our customers can expect to see as we move through 2025 and 2026.

AI Driven Pursuit And Relationship Intelligence

AEC work begins and ends with relationships. Our AI models will learn from the information you already have but cannot easily use today. That includes:

  • Historic pursuits and proposals, including wins and losses.
  • Meeting transcripts and call notes from tools like Teams, Zoom, and phone systems.
  • Email and communication patterns across accounts and partners.
  • Project history and client segments where you have performed well.
  • Firm wide pursuit history across offices, markets, and service lines.

This will unlock new capabilities that feel natural to your teams.

  • Smart suggestions on next steps and engagement strategies based on what has worked in similar pursuits.
  • Relationship heat signals that show which contacts are truly engaged and which need attention.
  • Risk flags on pursuits before they stall, based on gaps in activity, stakeholders, or next steps.
  • Automated preparation summaries before meetings so your teams walk in fully informed.
  • Predictive win scoring that helps you prioritize which opportunities deserve your best effort.

Instead of guesswork and scattered notes, your firm will have a living system that learns from your real history.

Forecasting in AEC is traditionally painful and often inaccurate. It relies heavily on subjective opinions, disconnected spreadsheets, and inconsistent updates.

 

TrebleHook uses machine learning and pattern recognition to:

 

  • Compare current pursuits to historic deals and identify real probability, not just stage names.
  • Reveal the hidden factors that drive wins for your specific firm, not generic benchmarks.
  • Recommend adjustments to your pipeline mix so revenue is healthier and more predictable.
  • Provide scenario views that help you understand how changes in win rates or project timing impact your outlook.


The result is a forecast that behaves less like a spreadsheet exercise and more like a decision support system. Leaders will be able to see risks earlier, respond faster, and communicate with confidence to owners, partners, and boards.

Imagine business development workflows that quietly run in the background while your teams focus on relationships and strategy.

TrebleHook’s AI capabilities will support this by:

  • Turning raw meeting conversations into structured notes, pursuits, and tasks that are stored in the right place without extra typing.
  • Creating or updating opportunities with one simple action instead of a long form.
  • Assigning action items automatically based on roles, accounts, and next steps discussed.
  • Generating pursuit updates after key calls so stakeholders are always informed.
  • Monitoring follow ups and reminders so important conversations do not fall through the cracks.


AI handles the repetitive administrative work so your people can invest their time in high value conversations, partner development, and strategy.

AI only delivers value when it fits into the natural flow of the workday. Logging into yet another disconnected system is not the answer.

We are investing deeply in integration with the platforms you already trust.

  • Salesforce, which is the foundation for TrebleHook and your system of record.
  • Procore and other project delivery platforms where work is executed and tracked.
  • Microsoft 365, including Outlook, Teams, and calendar, where most communication already happens.
  • Video and meeting platforms such as Zoom and Teams so transcripts and insights flow into TrebleHook automatically.
  • Email and calendar automation so activity is captured without extra steps.

Your data becomes unified instead of scattered. This allows AI to see patterns across the entire pursuit lifecycle, not just inside a single tool.

For TrebleHook customers, we are also investing in AI inside our own operations. Our goal is to make sure your experience with TrebleHook continues to improve every quarter.

We are building capabilities such as:

  • Health scores that predict renewal risk and expansion opportunity based on usage, engagement, and support patterns.
  • Automated onboarding intelligence that highlights where teams may be stuck and where we need to lean in.
  • Usage insights that show which features are driving value and which may need training or refinement.
  • AI supported adoption playbooks that recommend the right next steps for your team based on where you are in your journey.

Success should not depend on luck or a single champion. It should be engineered through systems, insights, and proactive support.

What This Means For AEC Firms

This vision is not just about adding AI features. It is about creating a clear, guided path for AI adoption that feels safe, approachable, and aligned to the way AEC firms actually work.

You should not need a data scientist to use AI. You should not need a large internal IT team to integrate it. You should not have to slow your business down to see the benefits.

TrebleHook is doing the heavy lifting so that your firm can:

fast icon

Move faster than competitors who are still stuck in manual, spreadsheet driven processes.

vision icon

See risks and opportunities earlier and with more clarity.

Saving

Build more predictable growth and revenue by understanding your pipeline in real time.

Team leader

Equip business development and leadership teams with leverage rather than more complexity.

replace icon

Replace outdated and disconnected tools with a unified, intelligent system that supports your teams.

build culture

Build a culture that is curious about AI, willing to experiment, and focused on using technology to serve people and projects.

This is about making AI feel human, useful, and integrated into daily work instead of overwhelming or abstract.

Your Partner In The Next Decade Of AEC Growth

We do not believe the AEC industry needs more software just for the sake of it.

It needs clarity. It needs simplicity.

It needs tools that understand the realities of project pursuits, long sales cycles, complex teams, and real world constraints.

TrebleHook is not just building an AI enabled CRM.

We are building a long term blueprint for how AEC firms can adopt AI in a way that is sustainable and valuable.

If you are ready to modernize how your firm wins work,

manages relationships, and forecasts the future, TrebleHook is ready to walk that journey with you as a partner.

The future of AEC business development is smarter, faster, and more predictable.

 

And we are just getting started.