How To Start Using AI In Your Business: Proven AI Tips That Help Businesses Grow with Jason Blair

Most leaders in the building industry know AI is going to change the game. Very few have a real plan for what to do about it. This episode is a working playbook on how to use AI in your business from a CEO who is already doing it.

Jason Blair runs Tal Building Centers, a family-owned company with 28 locations in the Pacific Northwest. Fifteen months ago, he started an internal AI committee with people from across his organization. Not just IT. Not just leadership. A real cross-section of his team. The goal was simple. Define what AI means for Tal, set governance, and put it to work as an augmentation tool, not a replacement for people.

In this episode, I sit down with Jason at the Do it Best Market to break down the real moves. You’ll learn how he used ChatGPT as a thinking partner on a project he called Project Clarity, which solved months of friction between three of his departments. Jason shares how he uses AI to help write board updates in five minutes, how his AP department runs a 225 million dollar business with two people, and how he handled the youngest leader on his team who was the most resistant to AI.

This is not theory. This is AI for small business owners in action. You’ll learn how to keep sensitive data safe, why Loom is one of the smartest tools for training your team, and what the next 12 months look like for AI in the building materials industry. If you have been waiting for a sign to start using AI at work, this is it.

What you'll take away:

- AI works best when you treat it like a thousand dollar an hour consultant, not a search engine.

- You can get started with AI in your business with simple tasks like writing emails, summarizing financials, and verifying POs.

- Using AI as a thinking partner can help you spot leadership blind spots and find friction between teams that you cannot put your finger on.

- AI automation is already helping 225 million dollar companies run AP departments with only two people.

- How you start using AI at work matters less than the fact that you start. Pay the 20 dollars a month, turn off data sharing, and ask it to help with tasks that you do every day.

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🚀 About Stefanie Couch

Stefanie Couch is the founder of Grit Blueprint and a third-generation building industry professional.

Grit Blueprint helps manufacturers, distributors, dealers, service providers, and industry leaders build authority, grow visibility, and become unmistakable in their market.

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Transcript

Full Transcript

[00:00]  Can AI Really Replace a Consultant for Lumber Dealers

Jason Blair  00:00

I would have had to go hire a consultant and pay them some obnoxious amount of money to do this. Instead it was about a two-hour process for me and Chat going back and forth, all the QA it did, and the end result was a really good process for us as an organization.

Stefanie Couch  00:14

I don't think people think about ChatGPT or even Claude being able to be used on things that didn't start in AI. You always want to take AI and tell it who to be. Give it a role, just like you would a person in your organization. So he's using this as his consultant, as his thousand dollar an hour thinking partner that is just on ChatGPT.

Jason Blair  00:36

It's intended to be an augmentation tool to what we do, not a replacement for the people that we have in place today.

[00:45]  Welcome to the Grit Blueprint Podcast

Stefanie Couch  00:45

Welcome to the Grit Blueprint Podcast. I'm your host, Stefanie Couch. This is a spot where leaders talk about the stories, strategies, and systems that win in the building industry. We unpack how leaders and brands build their reputations and become unmistakable. Welcome to AI in the Field. Today we're going to talk to one member of Do it Best who is using it in almost every part of his business.

[01:55]  Meet Jason Blair, CEO of Tal Building Centers

Stefanie Couch  01:55

First off, I'm Stefanie Couch, founder of Grit Blueprint. I'm a brand partner with Do it Best, and I'm excited to be here today talking about one of my favorite subjects with someone who's wearing one of my favorite colors. He really showed up for the occasion. I'm joined by Jason Blair. He is the CEO of Tal Building Centers, a family-owned company in the Pacific Northwest with 28 locations. Jason has over 35 years in our industry. He started stocking shelves at a lumber yard in college and has had leadership roles at True Value and Foxworth Galbraith. He has managed relationships with some of the largest independent dealers in the U.S. He has been leading Tal since 2022 and is a board member of Do it Best. Fifteen months ago, he started an internal AI committee. When we first started talking, I was really interested in the fact that he not only allowed his IT team to do things with AI, but he has enlisted his entire company. They are not just talking about it in theory. They are using it every day. Thank you for joining me, Jason.

[02:46]  Why Tal Started an AI Committee 15 Months Ago

Stefanie Couch  02:46

When you think about AI, there are a lot of definitions and a lot of ways to use it. What does it really mean to you? What would you want everyone to know if they are just starting?

Jason Blair  02:46

Yeah, thanks for having me here today, Stefanie. I would go back to starting the AI committee. I wasn't sure what AI meant. It was confusing. It's a hundred-mile-wide word and definition. One of the original charters of the AI committee was to put governance in place so we as an organization understood what needed to go in our handbook and what we wanted to keep our arms around. The second was to define what AI means for us at Tal. For us, it's intended to be an augmentation tool to what we do, not a replacement for the people we have in place today. The underlying goal is making everyone better and more efficient in the role that they have.

[03:35]  Simple Ways CEOs Use ChatGPT Every Week

Stefanie Couch  03:35

When you think about how many things you could do with AI, a lot of people think these big projects that cost millions and take years. What's one of the simplest things you've used it for that saved you 30 minutes or an hour that people might need to know about?

Jason Blair  03:53

One of the things I use it for on a monthly basis is summarizing financials and creating an email back out to my team. In the past, that probably would have taken me an hour or two over a day, because it would be one of those projects I would start and stop. Now I take the base information, put it into AI, and just say, hey, write a summary that sounds like me. It knows enough what my summary sounds like. It kicks something out that started at about 80 percent correct. It's 95 percent correct now. I go through and wordsmith a little, add a little color, and I'm ready to send. I also do a weekly board update. I created a project folder in AI called Friday Board Update. The base update that probably would have taken me an hour now takes about five minutes. Every week I just go in and say update these on these topics, and it creates a new email set for me to send.

Stefanie Couch  04:58

You're predominantly using ChatGPT as your tool for writing tasks. For those of you in the audience, raise your hand if you are using AI on a weekly basis. How many of you are using ChatGPT? I've also recently started using Claude. If you're not using Claude very often, it has gotten exponentially better in the last few months, especially at writing tasks. Try that out.

[05:38]  Project Clarity: Using AI to Solve Team Friction

Stefanie Couch  05:38

We were talking during prep, and you mentioned a project you called Project Clarity. You used handwritten notes and then made analysis in AI and used it as a thinking partner and consultant. Tell me about Project Clarity. What started it? Why did you need it? What happened?

Jason Blair  05:57

That was the first time I had used AI in a more bold way, not silly stuff like clarifying emails. One of our audience members, Renee Coffin, was part of implementing the project. She runs our purchasing team. I had three departments that all reported to me, and there was something wrong. I didn't know what it was. I don't believe they knew what it was. We were all struggling. There was friction happening between the departments. I couldn't put a finger on it.

Jason Blair  06:40

Over about a three-week period, every time it happened, whether in discussions with them or with somebody else in the organization, I just wrote it down. Could have been four simple words, could have been a paragraph. After about three weeks, I had three pages of notes. I have ChatGPT on my phone. I took pictures of those pages and wrote, hey, I'm having this challenge. Here are the departments. Help me through these notes. Help me understand what's going on. Not what's wrong. What's going on.

Jason Blair  07:30

It came back and asked me more clarity questions to understand the departments better and what they do, or what I thought they do, which was part of the important part of the project. Then it came back with one of those moments where as a leader, you go, well yeah, duh. It said your lack of clarity between these three departments is probably impacting the entire organization. At the heart of it, we've grown rapidly. We doubled in scale and store count, our volume tripled, employee count went up, and we converted five computer systems to one at the same time. The world was complicated.

Jason Blair  08:20

Job titles and job descriptions and the things people did and what people elsewhere in the organization thought people did were not aligned. We did it as three circles of a Venn diagram. We knew the overlap was small. As leaders, it was their job to go out and understand. Chat actually drove the questions of what they needed to ask the other people in the organization. We worked through it as a group and met every couple of weeks. Some automated tools we use internally were not aligned correctly. Somebody read somebody else's job title and assumed when something came through TalConnect, our ticketing software, it went over here. Logically it should have gone there because of the job title, but it wasn't what the real person really did.

Jason Blair  09:15

All of that provided clarity to those three departments and opened up channels in the rest of the organization. We got process efficiency. There was more change a couple months after. I would have had to hire a consultant and pay obnoxious money. Instead it was a two-hour process for me and Chat back and forth. We re-engaged a couple of times, it kicked out PowerPoints, we refined them, and the end result was a really good process for us as an organization.

[09:54]  How to Use AI as a Strategic Thinking Partner

Stefanie Couch  09:54

A few key takeaways I love. Number one, I don't think people think about ChatGPT or Claude being used on things that didn't start in AI. You can take handwritten notes. How many of you have Zoom calls or Teams calls that you record? You can take those transcripts and use them with ChatGPT as a thinking partner, as a strategist. Always tell AI who to be. Give it a role, just like a person in your organization. He's using it as his consultant, as his thousand dollar an hour thinking partner that is just on ChatGPT. You can take pictures with your phone of handwritten notes or your own thinking and put it into the tool. It will use it as an analysis or strategic thinking partner. It's a great way to get things from different mediums and put it into one tool.

Stefanie Couch  10:55

The second thing he mentioned that is really important is letting AI interview you. I usually tell it to interview me one question at a time. How many of you have given ChatGPT something and it gives you a list of 30 questions to answer? A little overwhelming. If you ask it to ask you one at a time, it will be thoughtful about the next question based on your answer. You get great information without giving it everything all at once. Jason, what was the outcome? How did your team feel when you came back and said, here's what I got from this?

[12:00]  What His Team Said About the AI Results

Jason Blair  12:00

The original launch and the presentation I did with them was a little clunky because it was the first time I had used Chat to have an output. I didn't allow myself enough time to absorb it and think about it. But that was okay. It was a good journey together. It helped them understand how to use the tool a little better for a project like that. Renee uses it infinitely more now than she did before that project. The end result was confidence in having another tool. It becomes this Harvard level MBA assistant for you.

[12:40]  A Fun Way to Use ChatGPT on Your Phone

Jason Blair  12:40

Can I give a really fun way to use your phone with Chat? This is my favorite personal way to use Chat. If you've never taken a picture and asked it to do something, the next time you go to dinner and there's an enormous wine list, take a picture, tell it what you're eating, and ask it to pick you the best wine. It is absolutely incredible what it will come back with.

Stefanie Couch  13:02

That's super cool. You could even give it a budget. Say I only want to spend 50 dollars.

Jason Blair  13:07

It's a fun testing of it. I'm uncomfortable with business notes, but I want it to look at a wine list. It's fun.

Stefanie Couch  13:14

It can do so many cool things that aren't related to business. Once you start, it's kind of addicting to be like, well, just ask Chat.

[13:36]  Why Every Company Needs an AI Committee

Stefanie Couch  13:36

These are two questions I get a lot. Number one is we don't know what to start with. We don't know what we should use AI for. The second is around putting your P and L into it every month. People say that's proprietary information. It's really private. I don't know about putting it into this open source platform. OpenAI is the owner of ChatGPT, so the open part scares people. First question, how did you decide to have an AI committee and how do they know what to focus on? Second question, how do you handle security or legal issues?

[14:18]  Keeping Company Data Safe When Using ChatGPT

Jason Blair  14:18

Two great questions. I picked somebody in our organization that was passionate about using it already. He figured out how to use it on BizTrack, our ERP. Instead of hiring a programmer, he was smart enough to figure out how to tell it to do what he needed. I used him as the centering position. As an organization, we needed representation across departments and different age ranges. The committee has grown. I think it's like 10 people on it now. Lots of different perspectives.

Jason Blair  15:00

Their first part was to determine governance. There are five or six different platforms we're using, specific to things like ChatGPT OpenAI. Our rule is that if we're going to use it for sensitive information in the company, we pay for it. When you pay for it, you can set it up in the security settings so your information doesn't go outbound to the open source. I also have this theory that everyone already knows what the heck we're doing anyway, so it's a little bit of a moot point. But having that governance, having it in the handbook, is important. One of the interesting things is that Copilot in Microsoft is one of the worst at the security controls around it. We have an outside IT partner. We can't figure out how to use it in a way that protects all the personal and private information in the organization. It's not one of the better tools in my opinion, even though it's integrated.

Stefanie Couch  15:58

It's interesting because a lot of big companies use Microsoft Copilot because they think it's the safest one since it's integrated with their other systems. I'll withhold my opinion on Microsoft, but it's not my favorite. This episode of the Grit Blueprint Podcast was sponsored by Do it Best Group. Do it Best Group is the largest co-op in the world, and they help independent hardware and lumber yards all over North America win. Do it Best offers services, products, and people that can help you win long term. They are the champion of independence.

[16:50]  How Small Lumber Yards Can Start With AI

Stefanie Couch  16:34

Okay, for someone in this room who has a one-store location, maybe they don't have 500 employees, they're not going to have a committee. How do they start working with AI? What advice would you give? How can you make a committee without actually making a committee?

Jason Blair  16:50

I would argue that you can make a committee. You have a store of people working for you in different departments. Even if it's three or four people, you can create that environment. As a leader, my teammates here would probably say AI is important because we don't know what it's going to do. In the time we spend here talking, it has gotten exponentially smarter. The sooner we embrace it, the better. You can do that even in a single store. We use it to do PO verification. How do you find those really manual jobs in a single store location? You have the same challenge. We just have it 28 times. Maybe you don't have 10 people on it, but maybe you have a few.

Jason Blair  17:40

Another interesting journey for me is I am a fan of understanding how different generations function. It makes your life easier when you interact if you understand what generation you're interacting with. You can throw that out the window with AI. Some of the youngest, smartest, most progressive people in my organization are the most afraid of AI. Maybe that's a potential job threat they're worried about. But some of the older generations have latched onto it. It's made their world easier. For me, one of the unintentional outcomes is that not only does it make my job easier, but I feel like I learn something every day. As you get older, it's hard to have these opportunities. I've been in the same industry for a long time. So you learn things in a very different way. I learn a little bit about myself. It has identified some weaknesses in my leadership skill set, and it helps support those. It has identified some business options and things I might not see. You become blind to some things you should be looking at. It says, hey knucklehead, you think this is great, but it's not, you need to look over here too.

[19:00]  Using AI to Find Your Leadership Blind Spots

Stefanie Couch  19:00

The blind spots point is another way you can get things out of it that you would never prompt it to. If you get a strategy or have a P and L or a job offering, you can say, hey, tell me what I'm missing. Tell me what my blind spots are here. What am I not seeing? How should I look at this a different way? It's a great way to prompt AI to get something you would never ask it on your own.

[19:28]  How a 225 Million Dollar Company Runs AP With Two People

Stefanie Couch  19:28

You're using some of this stuff for tools. Is it true that you have an AP department that's using AI and there are only two people in the department in a 225 million dollar company?

Jason Blair  19:39

Yep. Two people.

Stefanie Couch  19:40

Tell me about that. How are you using AI to make that possible?

Jason Blair  19:42

We use a couple of automated tools to help processing. They are AI. One of the things to think about is AI is not just ChatGPT and Claude. It's also the smart integration products that are built for the other components. Think about our expense credit card. We use Ramp. Everyone's seen these advertisements for Ramp. I would bet you as an organization, it's probably saved us a couple hundred hours a month in processing. It is so smart. When it sees a charge, you take a picture of a receipt, and after a little while, it knows exactly where it needs to be coded and goes. It's just done. There's no monthly reconciliation. We have an approval process and a couple of things, but in the past somebody sat over AP and they would have to have all these spreadsheets going out around our organization. As we take all that off, the PO verification on the front end has also made a big difference. We have a person, and part of her job is, all the POs that our purchasing team writes, after the confirmations come back, she uses AI to compare them. If they match, that makes AP's job a whole lot easier. A whole lot less stuff kicked out on the AP side because we used AI to validate it on the front end.

[21:11]  Why Price Comparison With Home Depot Is So Hard

Stefanie Couch  21:11

Tell me about price competitive shopping. I've been asked already several times at market. I haven't figured this out, so maybe you have the answer. How can you get Home Depot and Lowe's prices to competitively shop and compare? I know they have something that blocks that, but maybe you found a way around it.

Jason Blair  21:30

Every time we get a way around it, we get blocked. We get around it for a little bit. We've looked at quite a few products out there, and we're not convinced there's a great solution that doesn't require a lot of heavy lift still.

Stefanie Couch  21:44

I've been asked that as well, and I've said I think they block it, and they have a lot more money to block that than probably anybody else. So it's going to be hard. But there are ways. The biggest thing is that you can go and manually find those prices on maybe your top 20 items that are super competitive. Then you can use AI to figure out what you can do around that. You can still use AI for it. It's just not going to be as easy as scraping their website. You're going to have to do a little manual labor on that because they're smart. How are you using it for price comparison and thinking about how to go to market?

Jason Blair  22:26

The purchasing and sales team have a weekly meeting and they're using a little bit of AI to understand. There are some websites we're able to scrape data off of every week and do some comparison. On the comparison piece, we're in four states. We have a big geography. You can lean into AI to give guidance. But in this case, it's still something that the human perspective, the relationship, the sales team understanding what's happening in the market, dealing with particular competitive situations really creates the output for us on the price side still. I don't think that's something we've decided to move that far down the path yet.

[23:12]  How to Win Over Employees Who Resist AI

Stefanie Couch  23:12

Humans are sometimes change averse. Most times change averse, from what I've seen. How do you deal with people who are very against AI in your organization?

Jason Blair  23:28

The leader of our IT department is one of the younger leaders in our organization and was one of the most resistant. It got to the point where I had to personally show him how I use it and how it makes my life easier. Then I assigned him a project that he had to do using AI, and it was going to be pretty obvious if he didn't use AI. He morphed. He went from zero to a thousand pretty quickly and figured out it will make his life a whole lot easier. We use a product called Loom to do recordings internally. We're on BizTrack. We have this ongoing project called Mastering BizTrack as we find better ways to streamline process. We use Loom to record it, and then we use Loom to create the output of documentation so we create a policy or procedure around it. When that team latched onto that, it allowed them to do those at a pace a little quicker than the field could absorb. That's okay because we're just creating a library, and we can assign those later.

[24:32]  Using Loom to Train Your Team Faster

Stefanie Couch  24:32

Anybody in here use Loom, L-O-O-M, to make videos? One of the biggest things when I was in my dad's lumber yard, but also when I got to two-step distribution, is how many of you have ever tried to train someone how to do something over the computer without being able to be there to show them? Then you show them and they forget in a week and you have to show them again. This is something where you can record your screen as you do something in your ERP or your payable software. You can also record your video. You can get a transcript out of it. You can even make a standard operating procedure that has screenshots of each stage. It's a really great tool. It's not very expensive. I use it every single day to train my team or even just to make processes for myself. If we're going to do it more than once, let's make a repeatable video out of it. Spending an hour showing somebody something one time, then saving it and using it forever, that saves me hours every single week.

Jason Blair  25:44

It's great too, particularly when you get into a smaller organization. You inevitably, even in a large organization, have somebody on your team that's the master of your system at a level that others are not. The risk mitigation of they know some things that you might not have to do for a year, or those year-end processes or quarterly processes, have them do that Loom video, record themselves doing it, and save it in Loom. It's there. It's amazing.

[26:13]  What AI Means for the Retirement Wave in Building Materials

Stefanie Couch  26:13

Also with the wave of retirements coming in our industry, if that master of your system retires in a year and you don't have any videos of them showing some of those tricky things, it's scary. It keeps me up at night thinking about that.

[26:37]  Where AI Is Going for Building Material Dealers

Stefanie Couch  26:13

All right, we're going to round out and then go to questions. Where is AI going for Tal in the next 12 months? What is the committee focused on? What are they thinking about?

Jason Blair  26:37

We're still in this inspect what we expect phase of it. There's still heavy human involvement in what we're doing, and that's very intentional. We want to prove out over the next 12 months that the things we know, what we call removing friction, where there's redundant processes we can automate, we want to do that. But we know that's going to take time to validate it's happening the way we want. We need to understand what are the checkpoints from a human perspective to make sure it's still functioning as expected. It's about making the people we have today more efficient. It's not about reducing the workforce. When Tal grows again, that's where we will gain efficiency in people because we'll be able to do more with the folks we have without adding it. Each department is using it a little different. Purchasing is learning a little more. We have three people from our purchasing team here, and they're still learning how to use it. We don't know yet until we just keep trying, and some of that stuff starts to stick. I see it being a bigger and bigger part of just who we are over time.

[27:56]  The Smartest Way to Start Using AI Today

Stefanie Couch  27:56

Someone here that maybe is not an AI wizard or isn't using it as much, if they needed to start today doing something that could really make a difference in their business, where would you tell them to start?

Jason Blair  28:07

I would download Chat and pay for the 20 dollar a month subscription. I would go in and figure out the simple toggle in there that says don't share my information. Then I would start off simply, just asking it to help you with writing emails or tackling some everyday problems. Whatever those small challenges are, start small and let it build. You'll start to understand it better and it'll start to understand you better. Then it becomes, like for me, my partner. It's the person I can't afford to hire that I have every day. It helps me with all sorts of different things in my job. Everybody's situation is a little unique. If your skill set in accounting is not great, have it help you with the accounting. If your skill set in item file management is not great, have it help you there. That's where I would start.

[29:06]  Audience Q and A: How to Make AI Sound Like You

Stefanie Couch  29:06

That's great. All right, I'm going to open up the questions. We've got a mic right here.

Audience Guest  29:11

Okay, so you started with the ChatGPT subscription with a folder. How do you integrate voice and pictures? When it asks you questions, you just throw it in there and then it's a good thing.

Jason Blair  29:31

I use Loom for the video stuff. It uses AI because it does all kinds of transcribing and makes processes and procedures. For me, I use Chat primarily for what I would say word or number based things. I don't think Chat is the best product for AI video generation. There are some others out there a little more sophisticated in that route. That's the other journey we're on as a company. This team, every time they meet, they talk about what's new and which product should we use for which pieces. Marketing is using a different tool. I can't remember what the name of it is right now. Different folks are using different tools.

Stefanie Couch  30:11

To get your voice into it, the best way I know to do it is to actually ask it to interview you. I would tell it what you're trying to do. Hey, I'm a first-time user. I'm trying to let you know who I am and how I want you to act. I tell it to act like Barbara Walters and ask me deep Barbara Walters questions one at a time, like an interviewer. I want this setup so it sounds like me and only does what I want it to do. Once you get the answers, you can put that into your settings in ChatGPT or Claude as instructions. You can also say, never say this word. I have a bunch of stuff programmed into mine. Don't sound like a corporate marketing robot. Don't say the word fluff. I hate it when it says the word clarity, because it'll say these words. If you write something with it, it'll be like, well, we don't want any fluff, all clarity. If you say that again, everyone's going to know it's AI. You can program that stuff in. Just ask it to interview you. You can also put your website in there. It'll scrape it, so you don't have to tell it everything. Drop your link, say get what you can from this. Read it and see if it sounds right. That's where I would start.

Jason Blair  31:26

We had a communications person who was pretty savvy and built this Tal ChatGPT that we all use going forward. The personal voice piece, maybe I misunderstood the question, was a little bit of trial and error. I would just tell it, that's not me. Don't use those words. I'm not that smart. It really morphs over time. It's pretty obvious when somebody who's not used Chat sends you an email from Chat. I'm like, that person is smart but not that smart. They've never used that word in a conversation with me before.

Stefanie Couch  32:00

Well, summary of the details from your latest transaction. Like, no, that's not your style. It's great to get it to sound like a real human. Great question. Who else?

[32:12]  Best AI Tools for Building Custom Software

Audience Guest  32:12

Have you experimented with AI tools for generating custom software or small apps that work to enhance what you already use?

Jason Blair  32:12

We have not, but we do use it quite a bit. We use a product that layers over BizTrack called Focus. It's their analytics software. In both of those, you can write code that will then have it do new things. One of the things I like about BizTrack is, not independent of, but to enhance what we already use.

Stefanie Couch  32:43

I would say try Lovable or Replit if you want to build custom software. Lovable is a vibe coding tool, and so is Replit. You can basically tell it what you want to build, and you can build custom apps and custom code. Claude also has a really good coding tool called Claude Code. So those are Replit, Lovable, and Claude Code. You could probably build an app in one afternoon if you just tell it what you want. All right, thank y'all for coming. If you have more questions, Jason is going to be around the show. He's a great resource doing some amazing things. I will be here a few more times today. At two o'clock we have a marketing panel, and tomorrow ChatGPT basics at ten o'clock. Thank y'all for coming.

[33:28]  Final Thoughts From Stefanie

Stefanie Couch  33:28

Thank you for listening to the Grit Blueprint Podcast. If this episode helped you think a little differently about how to show up, share it with someone in your building world who needs it. If you're ready to turn visibility into growth, head to gritblueprint.com to learn more and book a call to talk to us about your growth strategy. Until next time, stay unmistakable.

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