MaklocBuildings Inc.
Proposal walk-through

Shared Brain Sprint

One structured truth — early enough to act on.

For Matt Blumer and Makloc leadership
Wesley Longueira · MyGentic / The Virtual Edge
Key Findings · 16 Sep 2026

Makloc
1 · Context

You’re culturally ready.

This is not a motivation problem. The constraint is time and wiring — not attitude.

Already true

High readiness. SOP push. Early Claude wins in sales. “One point of truth” file structure when people know where to look.

Who owns what

Matt drives AI + process. David owns IT and governance. Function leads hold the day-to-day knowledge.

Makloc
2 · Key Findings

The constraints this offer answers.

People ready. Wiring isn’t.Months of context → ~30–60 minute handoff.
Pain shows in drafting. Starts upstream.Clarification loops land downstream; roots sit in estimating and heads.
Info exists — hard to comb at scale.Quotes, specs, lessons, NCR/CAR — misalignment still slips through.
Systems spread · governance lagging · spellcheck AI.Automation isn’t there yet. No finalised policy. Knowledge evaporates estimating → PM → drafting.
Makloc
3 · Success

Done looks like this.

1

Usable shared Makloc brain — high-signal seed, not a Z-drive dump

2

Live Client Handoff Brief pilot on next design projects

3

First skills: spec–quote, pre-flight, RFI/risk

4

AI Policy Brain ready when David’s policy clears exec

5

Named pilots trained to build and use skills

Makloc
4 · Solution map

Finding → capability

Key FindingSolution on the table
Wiring isn’t · compressed handoffClient Handoff Brief pilot
Knowledge evaporatesShared Makloc / department brain
Drafting reworkHandoff first → drafting assistant
Spec misreads / riskSpec–quote · pre-flight · RFI/risk skills
Late procurement pressureLong-lead flags inside the handoff
Systems spread · legacyBrain as context layer (no Z-drive first)
Governance laggingAI Policy Brain
Spellcheck-only useEducation + build-a-skill
Makloc
5 · Design

Shared core + function views

Seed high-signal, then feed from real pilots. Not a dump.

Shared + functions

Drafting, PM, procurement, SOP, lessons/NCR–CAR — shared core, role views, guardrails.

Workflows first

Client Handoff Brief captures what estimating knows before downstream starts.

Skills + policy

Spec–quote, pre-flight, RFI/risk. Policy Brain answers “what’s allowed?” in-tool.

Makloc
6 · Sprint path

Five clear moves

1

Diagnose

Complete — KF locked

2

Seed

High-signal only

3

Pilot

Brief + first skills

4

Policy

Brain when cleared

5

Decide

Pack to Matt

Makloc
7 · Scope

In and out

In scope
  • Shared brain + priority function views
  • Client Handoff Brief pilot
  • First skills (spec–quote, pre-flight, RFI/risk)
  • AI Policy Brain (once approved)
  • Pilot access + skill education
Out of scope
  • Full Z-drive re-ingest
  • Deep Strumis / legacy rebuild
  • Company-wide Copilot/Claude rollout
  • Project Intelligence Dashboard (unless scoped)
Makloc
8 · Roles

Who does what

Makloc

Matt — sponsor, validate KF, pilots, access, exec path
David — IT, policy, allowed data
Leads — sources, validate outputs, enablement

MyGentic / Virtual Edge

Seed brain · run Handoff Brief pilot · build skills · Policy Brain · train + leave operating rhythm

Checkpoints

Priority map → first brief on a real project → skills reviewed live → Policy Brain on approval → access, training & decision pack to Matt

Makloc
9 · Investment
Shared Brain Sprint
$5,000 / month
Shared brain + function views · Handoff Brief pilot · first skills · AI Policy Brain readiness · pilot access · enablement
Makloc
10 · Guarantee

We work with Makloc until you are satisfied and getting results.

Checkpoint reviews. No black box. We refine the Handoff Brief and first skills on real projects until the team can use them with confidence.

Makloc
11 · Decide-now bonus

Rainmaker LinkedIn lead gen

Over and above the Shared Brain Sprint — adjacent, not automatic. Included only if Wesley attaches it on confirm.

Optional · Wes-gated

Do not auto-bundle. Confirm the sprint and Wesley can include Rainmaker as the decide-now bonus.

Makloc
12 · Decision

Yes to the Shared Brain Sprint.

Shared brain · Handoff Brief pilot · first skills · AI Policy Brain — so knowledge compounds and the wiring matches the people you already have.

To start, confirm:
1. Decision owner + first named pilot users
2. Which next design projects take the Handoff Brief pilot
3. Kickoff date for seeding and priority mapping

Closer does not chase outbound until Wesley explicitly approves send.