AI for Productivity
Get clear on AI.
In 45 minutes.
Cut through the hype. AI keeps evolving — one focused video call with someone who has kept pace, building, using, and deploying it along the way.
For business owners, leaders, and managers who need to cut through the noise — and walk away with something real.
Who this is for
You're experimenting but nothing's sticking
You tried ChatGPT, it fizzled out after a week, and you still don't have real use cases that matter for your work.
You need to land on a real perspective
Leadership, management, your team, customers — are pushing you to leverage AI — and you want options that are reasonable, feasible and effective.
You're losing time to things AI could handle
Quotes, emails, proposals, meeting prep, bookkeeping, content, research — you know AI can help but you don't know where to start.
Too many tools, not enough clarity
Which tools are worth the time? What's free vs. paid, and what does "paid" actually buy you? Which ones will give you a real return? You want clear answers before spending time or money.
What you get
No "dumb" questions
A judgment-free space to ask the questions that feel obvious to everyone else — or the ones you've been afraid to ask. Those are usually where the real gaps hide, and where the clarity comes from.
Honest, no-jargon clarity
What AI can realistically do for your work and your business — explained in plain language, whether you're an owner-operator or leading a team.
Specific ideas for your situation
Not generic advice. Concrete suggestions based on the work you actually do every day.
One clear next step you'll actually take
You leave the call knowing exactly what to do first — and why it matters.
A written follow-up summary
Within 24 hours, you get a written recap of what we discussed, the ideas we explored, and your next step — so nothing gets lost.
How the session works
0 – 5 min
Frame the conversation
Quick context on your business, your role, and what prompted the call.
5 – 20 min
Understand your world
I ask questions about your workflows, pain points, and what you've tried so far.
20 – 35 min
Specific ideas and honest advice
We explore concrete possibilities — what's realistic, what's not, and where the real value is for you.
35 – 45 min
Land on one next step
We narrow down to one actionable thing you can do after the call — something specific and achievable.
Who you're talking to
Principal Consultant
19 years leveraging technology for process and productivity automation — from short code snippets that trim minutes off a recurring task, to systems that support a business's primary workflows end-to-end. Started Jerts Consulting in 2007.
AI work runs across that same spectrum. On the small end: configuring AI so it remembers the context of your work and stops asking you the same setup questions. In the middle: AI agents doing defined jobs — bookkeeping, marketing research, meeting notes. On the larger end: end-to-end workflows such as the Financial Document Research System, which automated the entire workflow — document search, AI selection, download, parsing, AI data extraction, database storage, semantic processing, vector storage, and AI natural-language search.
Hands-on with AI every day in real client work. I'm not going to claim to know every corner of the field — it moves too quickly for that to be an honest claim from anyone. What I can do is help you see where AI delivers real value for the work you actually do, and where it doesn't.
I use and build AI tools for operational productivity every day. The goal of the session is to give you genuine value, based on that experience, in 45 minutes.
Ready to get clear?
45-minute video call. $125 CAD.
Pick a time that works for you — 45 minutes, $125 CAD, video call.
Book Your SessionPrefer email? Reach us at info@jerts.com.