Before the next module, I want you to identify the three tasks in your working week that consume the most time but require the least of your unique expertise. Not the things only you can do. The things that anyone with your information and enough time could do.
Now, I could ask you to sit with a notebook and work through that yourself. And if that is how you prefer to think, the companion PDF has a simple template for exactly that. Use it. There is nothing wrong with starting on paper.
But I want to show you something. Because we can actually use AI to help us answer this question right now, which means this task becomes your first real AI interaction of the course.
I am going to give AI some basic information about the kind of advisor I am and ask it to help me think through where my time goes.
I am a travel advisor specialising in luxury travel. I run a small independent agency and most of my clients are high-net-worth couples and families. I want to identify the tasks in my working week that take up the most time but require the least of my unique professional expertise — the things that keep me busy but that almost anyone with the right information could do. Can you help me think through what those tasks might be?
You can see it has given me a starting list. Recognisable, specific, and it has probably named a few things I had stopped noticing because they are just part of the week. That is already useful.
But I want to push it further.
That is a helpful starting point. The tasks I spend the most time on that feel more like production than expertise are drafting routine client emails, writing destination content from scratch, and pulling together research that already exists somewhere. Can you help me understand what it is about each of those that AI could assist with, and what part of each one only I should be doing?
This is the part I want you to pay attention to. It has not just told me what AI can do. It has drawn a clear line between the parts of each task that are transferable and the parts that are not. The drafting, the structuring, the first pass at content: those are transferable. The relationship knowledge, the professional judgement, the read on a specific client: those are mine and they stay mine. That distinction is going to run through the rest of this course.
One more.
Based on that, which three tasks would you recommend I start with when building an AI practice, and why those three specifically?
Three prompts. And I now have a prioritised starting point with a rationale behind each recommendation. I did not have to guess. I used AI to help me think, and I used my own professional knowledge to decide what to do with what it gave me.
That is the relationship we are building throughout this course.
So your task before Module 2 is simply this: know your three tasks. Use the approach I just showed you, open whichever tool you have set up, paste a version of that first prompt with your own details, and let it help you think. Or if you would rather work through it yourself, open the companion PDF and use the template on page one. Either way works. What matters is that you have your three tasks identified before you move on, because we are going to come back to them.
