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When you’re building AI and automation for clients, the tech is the easy part — explaining what you built is where things bog down. In this episode, Micah and Beau walk through the internal “Tech Doc Agent” they built to turn messy JSON workflows into clean, 7-part client-ready documentation in minutes instead of hours.

They break down how Beau translated real client questions into a repeatable structure, how Micah turned that into a minimal viable agent (MVA), and why starting simple (not “perfectly automated”) is the real unlock. You’ll hear how this one agent now saves hours of back-and-forth with developers, makes Beau more confident on client calls, and doubles as a training tool for future projects.

In this episode, you’ll learn:

• How to turn recurring client questions into a structured template an AI agent can follow
• Why “minimal viable agent” (MVA) beats over-engineered automation every time
• How to keep documentation consistent across workflows without dragging devs into every revision
• A practical way to use agents to support client services, not replace them
• How agents let your experts focus on strategy and relationships, not copy-pasting between tools

Perfect for: founders, ops leads, and client-facing PMs who are constantly explaining “how it all works” and want an agent to handle the grunt work.

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Most leaders want automation… until they realize their own process is the biggest thing standing in the way. In this episode, Alane and Micah break down one of the most common patterns they see inside companies: trying to force new software to fit an old, overly customized process.

They talk about why leaders get attached to “the way we’ve always done it,” how human teams naturally smooth out messy workflows, and why those same messy parts become major blockers the moment you try to automate. Alane shares real examples from clients who built processes out of necessity—stringing together spreadsheets, hacks, and workarounds—and now struggle to let go of them, even when a better solution exists.

Micah walks through the shift every business needs to make: instead of hunting for the “perfect tool” that matches every nuance of your current process, rethink the process itself. Start with the desired outcome, simplify the path to get there, and use the software tools that already exist (instead of building custom systems that take months and drain budgets).

If you’ve ever found yourself saying “our process is too unique to automate”—this one’s for you. You’ll learn how to simplify workflows, choose the right tools faster, reduce complexity, and finally unlock the automation potential sitting inside your business.

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Every founder knows the pain: you can see the product in your head, but explaining it to a designer or developer? That’s where things fall apart.

For decades, the gap between visionaries and technical teams has been one of the biggest blockers to shipping great ideas. Endless Google Docs. Confusing sketches. Misinterpreted mocks. Weeks of back-and-forth. Frustration on both sides.

But for the first time ever…this problem actually has a solution.

In this episode, Micah and Alane break down why communicating vision is so hard and how today’s AI tools finally bridge the gap. From rapid prototyping in Gemini and Lovable, to low-tech hacks like Chrome Developer Tools, Mac Preview mockups, and Loom walkthroughs, you'll discover the new way leaders can turn ideas into clear, buildable prototypes without writing code.

They share real stories (including the infamous “wrong font dashboard column”) plus practical techniques any founder, executive, or product owner can adopt to get dramatically better results from their technical teams.

You’ll learn:

• Why vision often gets lost in translation
• The old ways founders tried (and failed) to communicate ideas
• The new AI-powered prototyping tools that change the game
• How to make sure your team builds what you actually want
• The simple processes that prevent back-and-forth, burnout, and wasted time
• Why showing—not just telling—is now the superpower every leader needs

If you’ve ever said, “That’s not what I meant…” during a handoff, this episode will change how you work forever.

Tools Mentioned in This Episode

• Google AI Studio: Lets you type out what you want and instantly see a working version of it, without needing to code
• Lovable: Turns your idea into a quick, clickable mockup you can share with your team
• Base44: Helps you create visual layouts so you can show, not just tell, what you want built
• Vibecode: Gives you a simple way to create or tweak app screens without touching any technical backend work

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

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In this episode of Automate Your Agency, Micah and Alane break down the five hidden roadblocks that stop companies from scaling — even when they’re investing in AI. From leadership confusion and tool overload to the danger of siloed systems and bottlenecked knowledge, they reveal the patterns they’ve seen across hundreds of businesses (and lived through themselves).

You’ll learn why solving small problems first beats chasing big, complex AI projects — and how to design systems that scale without adding chaos. Whether you’re a founder, operator, or department lead, this episode will help you identify where your company is stuck and what to fix first.

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Most leaders want to harness AI—but few understand what it really takes to make it work across an organization. In this episode, Micah and Alane break down what they call the Upside-Down Pyramid, a simple framework for transforming your business with AI-driven systems that actually scale.

They walk through the five stages of transformation:

1. Align leadership – get everyone speaking the same language about AI and automation.
2. Build internal champions – develop in-house experts who can move fast.
3. Establish your foundation – why ClickUp, Asana, or Monday are essential before automation can stick.
4. Design and deploy – how to map real processes (not assumptions) before automating.
5. Keep learning – staying ahead in a world where tools change every week.

If you’ve been wondering where to start—or why your early automations aren’t delivering—this episode gives you the roadmap to build systems your team will actually use.

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

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In this episode, Alane shares how joining the Goldman Sachs 10,000 Small Businesses Program completely reshaped the way she approaches business growth—and why no founder should try to build alone.

What started as a 12-week crash course on scaling a company became something far more powerful: a network of entrepreneurs who understand the highs, lows, and relentless pressure of running a business. From presenting on stage in front of thousands to finding real friendships that extend beyond business, Alane and Micah discuss how community isn’t just “nice to have”—it’s essential.

You’ll hear:

• Why joining the right peer group can accelerate growth faster than any marketing strategy
• How to find communities that genuinely support founders (and not just sell to them)
• The long-term impact of relationships built through programs like Goldman Sachs 10KSB and EO
• What isolation costs leaders—and how connection restores purpose and perspective
• Why investing time in people creates exponential returns for both your business and your wellbeing

For founders used to doing it all themselves, this episode is a powerful reminder: your network is the one system that can’t be automated—but it will scale everything else you do.

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

For more information, visit our website at biggestgoal.ai.

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In this solo episode, Micah breaks down the ten most practical and high-impact ways companies are using AI and automation to save time, reduce bottlenecks, and scale faster. From writing project estimates to improving onboarding and automating client handoffs, he walks through real-world examples that any growing business can apply today.

You’ll hear:

• How to use AI to write accurate project scopes and proposals in minutes
• Smarter ways to automate onboarding, training, and internal support
• How AI can improve project management, reporting, and team allocation
• Why organized files and knowledge capture make or break automation success
• How to build seamless workflows between sales, operations, and service teams

Whether you’re just getting started with automation or refining your current setup, this episode will help you spot immediate opportunities to streamline your business and free your team to focus on what really matters.

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

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In this episode, Alane and Micah tackle one of the biggest misconceptions about AI agents — the idea that they can magically fix broken workflows. They unpack why automation only works when the underlying process is solid, clear, and well-defined.

They share real stories from their own experience, including how strategy and design make up 80% of the work in building automated systems, and why slowing down to document and standardize your processes can actually make you move faster later.

You’ll hear:

• Why AI agents can’t save a poorly structured workflow
• How to identify when you’re ready to automate (and when you’re not)
• Why the design phase is the most valuable part of any automation project
• How to document, diagram, and break large systems into smaller, achievable workflows
• The importance of starting small and improving over time

If you’ve ever been tempted to “throw AI at a problem,” this episode will show you how to rethink automation so it actually works — and how to build a process your agents, and your team, can rely on.

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

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In this episode, Micah and Beau share the behind-the-scenes changes that reshaped how their team manages client work. After years of juggling multiple projects, they decided to shift their entire production and implementation process into one-week sprints using ClickUp.

They walk through how their system works. From organizing client folders, using parent and sub-tasks to keep ownership clear, and relying on sprint reports to plan, forecast, and manage workload in real time. The result has been smoother communication, stronger accountability, and a noticeable jump in team performance.

You’ll learn:

• How moving from workload views to sprints simplified scheduling and reduced chaos
• Why separating parent tasks from sub-tasks creates clarity for both project managers and developers
• How ClickUp’s sprint reporting helps forecast team capacity and track progress
• Simple ways to monitor task types, priorities, and workload balance
• The benefits of giving your team structure and flexibility at the same time

If you manage ongoing client projects or lead a production team that’s drowning in deadlines, this conversation shows how one practical change can bring organization, momentum, and focus back to your operations.

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

For more information, visit our website at biggestgoal.ai.

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What if you could describe a process and have a working Monday.com system appear—complete with connected boards, forms, sample data, and dashboards? 

In this episode, Micah and Beau dive into Monday Magic (monday.com/magic), a free tool that turns prompts into fully built Monday structures. You’ll hear a live walkthrough—from first prompt to preview video—plus candid pros/cons on where it shines and where you’ll still want an implementation specialist. They cover limitations (no native automations yet, light sub-item support), why its agent-style “planning then building” is so useful for prototyping, and smart ways teams can use it to align on structure before investing in a full build. 

If you’re choosing a work management platform or want faster ways to get from idea to system, this is a must-listen.

You’ll learn:

• How Monday Magic converts a plain-English prompt into connected boards, forms, and starter dashboards
• Where it stops (automations, sub-items) and how to bridge the gap
• A practical workflow: prototype with Magic → push to Monday → refine structure and add automations
• When to keep it simple vs. when to design a multi-board system
• How managers and implementers can collaborate using the AI-generated preview video

Give it a go for yourself: https://monday.com/magic

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

For more information, visit our website at biggestgoal.ai.

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