Finish the core exercises in an afternoon. Walk away with a clear shortlist of offers pulled directly from your own career.
If you are like most late career professionals and Boomers I talk to, your situation looks something like this.
You have 20, 30, maybe 40 years of experience. People come to you for advice. They tell you that you should teach what you know.
But when you try to turn that into something concrete, all you see is:
• A long résumé
• A pile of stories
• A vague sense that “I could help people with this”
That does not turn into a product. It turns into procrastination.
The gap is not intelligence or expertise.
The gap is clarity.
The <strong>Expert Boomer Snapshot Workbook</strong> exists for one purpose:
Take your messy career and turn it into 3 to 5 clear, monetizable ideas you can build real products around.
The Expert Boomer Snapshot Workbook is a guided, fillable workbook that walks you through five big shifts.
1. Map Your Career Without Writing A Novel
You will use simple prompts to break your working life into a clean snapshot. Early, mid, and late career. Major roles. Major responsibilities. Key moments that mattered.
2. Turn That History Into 3 To 5 Expertise Pillars
You will spot patterns in what you have been doing all along. Training. Operations. Compliance. Communication. Crisis management. You will boil them down into a small set of “pillars” you can actually describe.
3. Identify the Real Problems You Have Already Solved
You will connect each pillar to specific problems you have fixed. Wasted money. Wasted time. Endless frustration. Risk and compliance issues. This is where the money is.
4. Create A 9 Idea Offer Grid
You will plug your pillars and problems into a simple grid that turns them into concrete product angles. Guides. Workshops. Templates. Consulting offers. You will finish with a list of possibilities instead of blank pages.
5. Score And Pick Your Best 1 Or 2 Ideas
You will use a simple scoring sheet to rate each idea for ease, urgency, willingness to pay, and proof. The workbook will help you pick a realistic starting point instead of bouncing between ideas for another six months.
A fillable PDF plus a Google Docs version of the workbook.
• The <strong>Career Snapshot Exercise</strong> to map your working life in under an hour.
• The <strong>Expertise Pillars Worksheet</strong> to pull out 2 to 5 themes that actually matter.
• The <strong>Problems You Have Already Solved Worksheet</strong> to connect your pillars to money, time, pain and risk.
• The <strong>9 Idea Offer Grid Template</strong> that turns pillars and problems into product angles at a glance.
• The <strong>Money Shot Scoring Sheet</strong> to objectively pick your best 1 or 2 starter offers.
• A short <strong>walkthrough video</strong> where I show you an example of a real expert using the workbook.
Most people can complete the core exercises in one afternoon. If you prefer, you can work through it over a week and revisit sections as you think of more examples.
Most of the “monetize your expertise” world is built for people who grew up on social media and have plenty of free time to experiment.
You are not that person.
I’m Jer. I invested decades in a boring, regulated industry, subprime lending, and turned that experience into:
• Ebooks
• Consulting
• Niche websites
• Advisory deals
I did not start in my twenties. I started after a long career.
The Snapshot Workbook is step two in a simple path.
Step 1 – Expert Boomer Starter Guide (Free)
You see the big picture. How experience becomes problems, people, and products.
Step 2 – Expert Boomer Snapshot Workbook (This)
You sit down and actually map your career into 3 to 5 monetizable ideas using structured exercises.
Step 3 – 7 Day First Product Sprint
You take one of those ideas and turn it into a real product with a sales page and a way to take payment.
You do not need more information. You need a sequence of steps that moves you from fog to clarity to first product.
The Snapshot Workbook is where clarity happens.
You have spent decades giving away your best thinking for free.
The investment for the Expert Boomer Snapshot Workbook is:
Today’s Price: $29.00
You can use it for your own planning, revisit it whenever you want, and even use the same process again if you decide to launch in a new niche.
Do I need the Starter Guide first?It helps, but it is not required. The Starter Guide gives you a high level view. The Snapshot Workbook is where you do the detailed thinking. If you have already been stewing on your career and ideas for a while, you can start right here.
How long will this take me to complete?Most people can work through the core exercises in 60 to 90 minutes and then refine them over a few days. You do not need to “finish it perfectly” for it to pay off. Even a rough first pass will give you more clarity than months of thinking.
Is this only for certain professions?No. The method works for healthcare, finance, education, trades, operations, corporate roles, small business owners, coaches and consultants. The workbook focuses on the problems you have solved and the systems you have built, not on a specific industry.
I am not very good with technology. Will I be able to use this?
Content:Yes. If you can open a PDF or Google Doc and type, you are good. There is no software to learn and nothing to “set up.” It is a guided document and a simple video walkthrough.
Will this show me how to build the entire business?
Content:This workbook is about clarity, not full execution. It gets you to a short list of monetizable ideas and a starting offer. If you want help building and launching the product, that is what the 7 Day First Product Sprint is for.
Can I reuse this for multiple niches or offers?
Content:Absolutely. Many people use it once to get started, then come back to it when they pivot or add a new offer. You can duplicate the templates and run through the process as many times as you like.
You have spent years helping bosses, staff, clients, patients, students and customers get clarity.
This workbook is where you finally turn that same clarity on yourself.
No more vague “maybe I should create something.”
No more scrolling and feeling behind.
Just a clear, written map of where your experience can actually pay you back.
