1 Hour with AI Pro · AI for Productivity
Where should you spend your AI
time and money for the highest return?
A focused 60-minute video call to identify the AI and automation opportunities in your business with the strongest, most realistic payback — and the ones not worth pursuing.
Where should you and your team
start with AI?
A practical 60-minute video call to cut through the tool overload and identify a concrete starting point — one your team can actually run with.
What AI solutions are proven
to work for the work you do?
A practical 60-minute video call to map AI applications with a real track record onto your specific processes — and to call out the ones that sound good but don't deliver.
You don't need to do everything. You need to do the right thing first.
You don't need a strategy. You need a starting point.
You don't have to be the experiment. There are proven AI applications for the work you actually do.
What we typically find
One or two opportunities with clear payback
Most businesses have one or two specific places where AI delivers measurable, near-term return — the rest is noise. The session is about finding those.
Interesting-but-not-yet ideas, parked
Several ideas worth doing eventually but not first. Naming them and parking them is half the value — it stops them from competing for attention right now.
Hyped applications that won't move your needle
Some AI applications are heavily marketed but won't deliver in your specific context. Knowing which to ignore saves real money.
Manual work cheaper to fix than to live with
Recurring manual work that costs more in wage hours each year than the fix would cost once. Often the easiest "yes" on the list.
What we typically see
Staff using ChatGPT individually
A few people experimenting on their own, no shared standard, nothing built into the team's actual workflow. Useful, but not yet operational.
Aware AI matters — unsure how to operationalize it
Leaders know AI is important, but turning that into something the team actually uses every day is a different problem — and not an obvious one.
Long lists of tools evaluated, none adopted
Trials, demos, free tiers — lots of evaluation, no decision. Tool overload is what stalls most teams, not lack of options.
Small wins in pockets, not spreading
One person quietly saves hours a week with a clever prompt — nobody else knows. Without a starting point and a shared playbook, those wins stay isolated.
What we typically find
Established uses with real track records
Document extraction, drafting, summarization, validation, reporting — all of these are working in production today across operations, finance and admin work.
Areas where AI is oversold today
Some applications are heavily marketed but the underlying capability isn't there yet. Worth knowing which categories to wait on.
Patterns proven elsewhere that translate cleanly
Implementations that worked in similar businesses and translate to yours with minimal adaptation — lower risk, faster payback.
Patterns that look similar but won't translate
Case studies that sound applicable but rest on assumptions that don't hold for your context. Just as valuable to identify as the ones that do.
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 – 25 min
Understand your world
I ask questions about your workflows, pain points, and what you've tried so far.
25 – 50 min
Specific ideas and honest advice
We explore concrete possibilities — what's realistic, what's not, and where the real value is for you.
50 – 60 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
Hands-on with AI every day in real client work — building, deploying and using AI tools across operations, finance, marketing and admin. The field is moving fast and shifts month to month; staying current with what's actually shipped and usable is part of the daily work, so what you get on the call is a current read on where AI delivers value.
Underneath that is 19 years of using technology to automate process and productivity work — from short snippets that trim minutes off a recurring task, to systems that run a business's primary workflows end-to-end. Recent AI builds in active use include a multi-agent system handling internal operations (executive assistant, bookkeeping, marketing); the Financial Document Research System that runs the full research pipeline end-to-end; AI bookkeeping that categorizes transactions and learns from corrections; and a sales opportunity tool leveraging AI image recognition and analysis.
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 one hour.
Ready to focus your AI investment?
Ready to find your starting point?
Ready to skip the trial and error?
Prefer email? Reach us at info@jerts.com.