Managing custom projects without a clear structure is like cooking without a recipe—chaos, frustration, and a whole lot of guesswork. Just because every project is different doesn’t mean your process has to be. 

Think about it, if you took on twice as many custom projects next month, would your workflow hold up? Or would everything spiral into confusion? If that second option sounds way too familiar, this episode is for you. 

Alane Boyd and Micah Johnson are unpacking the secret to handling custom projects efficiently—without losing flexibility. They’re breaking down how to create adaptable structures, leverage templates, and keep projects moving smoothly in tools like ClickUp, Asana, and Monday. 

Here’s what you’ll get: 

💡 How to balance structure and customization without slowing down. 

💡 The power of templates—even for custom projects. 

💡 Why Kanban boards and statuses are game-changers for visibility. 

If scaling is on your mind, make sure to check out Episode 40: "The Scalability Test: Could you double your team tomorrow?" for even more insights on building sustainable systems. Listen here: https://spoti.fi/3QYrRAs

If you enjoyed this episode, share it with a friend who’s juggling chaos, and let’s bring some order to custom project management together!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Running a business is already chaotic enough. The last thing you need is to be buried under emails, data entry, and mindless tasks that eat up your time. That’s where AI agents come in. 

AI agents aren’t just another buzzword, they’re like digital assistants that can handle repetitive tasks, make decisions based on data, and free you up to focus on growing your business. Unlike simple automation tools, AI agents can learn, adapt, and improve over time, making them a powerful tool for businesses that want to work smarter, not harder.

Think about all the time spent on answering emails, scheduling meetings, processing invoices, or tracking customer interactions. AI agents can handle these tasks, ensuring consistency, speed, and accuracy while freeing you up to focus on strategy and growth. But here’s the deal: AI is only as smart as the system you build around it. If your data is a mess, your AI will be too. 

We’ll be honest, this isn’t just a “plug in ChatGPT and let it run your company” kind of thing. We’re talking about real strategies, real mistakes businesses make, and how you can start using AI to your advantage without overcomplicating it. 

Here’s what we’re getting into:

🔹 What AI agents are and how they can automate tasks in your business 

🔹 Why having clean, structured data is the key to making AI work for you 

🔹 The ways businesses are automating tasks and cutting down on manual work 

🔹 The biggest mistakes owners make that cost businesses time and money 

🔹 Where AI is headed in the future and what it means for your business 

🔹 And so much more 

If you’re still on the fence about AI, it’s time to think again. The future is already here, and AI is leading the way. Don’t let your business fall behind, get ahead of the curve now. 

Enjoying the podcast? Drop us a 5-star review, it helps more people find the show and keeps us fired up to bring you new insights every week. Don’t forget to hit subscribe! 

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Trying to scale without standardizing your processes is like building a skyscraper on quicksand, it’s only a matter of time before things start sinking.

Here’s a question: If you doubled your team tomorrow, would everything still run smoothly? Or would it be a total disaster? That’s The Scalability Test, and if your answer makes you sweat, this episode is a must listen.

Alane Boyd and Micah Johnson break down why standardization is the real key to sustainable scaling. They’re getting real about the processes, templates, and systems that keep businesses running smoothly, and how to implement them without getting stuck in the weeds.

Here’s what you’ll get:

 💡 The biggest mistakes businesses make when trying to scale (and how to avoid them).

 💡 Why creating a “company way” isn’t about control, it’s about efficiency.

 💡 How standardization can actually increase creativity and innovation.

🚀 Want to dive deeper? Take our free Process Mapping Crash Course and start standardizing your workflows today.

Liked this episode? Share it with a friend who is ready to scale, and let’s build businesses that actually run smoothly, together!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Ever spent hours pulling client updates from ClickUp just to reformat them into an email? We've been there—trapped in that never-ending cycle of double work. 

After years of frustration with broken solutions, we finally said "enough" and built what we've always needed: a client portal that actually connects to where your work already lives.

In this episode, Micah and Alane get candid about the client communication headache we've all experienced and reveal the solution we finally built out of necessity. 

We dive into:

• The lightbulb moment that led us to create this missing link
• How three simple clicks connect your ClickUp, Asana, or Monday projects
• The magic of AI-generated status updates that save hours of work
• Why giving clients what they need (and nothing more) is the secret sauce

Ready to stop the copy-paste madness? Head to clientportals.io and start your free trial today. Experience what it's like to have client communication that flows directly into your workflow—not alongside it.

We built this because WE needed it, and now we're beyond excited to share it with you! 

Enjoying the show? Drop us a 5-star review, it helps more people find the show and keeps us fired up to bring you new insights every week. Don’t forget to hit subscribe!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Using project management tools like Asana, ClickUp, or Monday without a solid workflow is like trying to run a marathon in flip-flops. It's messy, chaotic, and you’re probably wasting a ton of time. Newsflash: it doesn’t have to be that way. 

In this episode, Alane Boyd and Micah Johnson drop the truth on why your workflow is probably a mess, and how to fix it. They’re not sugarcoating it: we’re talking about the real reasons your team isn’t hitting their stride and the steps to finally make your project management tools actually work for you.

Here’s what you’ll get:

💡 Why using Asana, ClickUp, or Monday like a basic to-do list is a huge mistake.

💡 Simple, no-tech-needed ways to set up workflows that actually *move the needle*.

💡 How to fix the accountability gaps that are holding your team back.

Stop wasting time and start building the systems that’ll make your team work smarter, not harder. This episode is your wake-up call, no more excuses, let’s get your team on track.

Also, if you're looking to dive deeper into any of these tools, check out our WMS Basic Training courses:

• Asana Basic Training
• ClickUp Basic Training
• Monday Basic Training

Loving the podcast? Drop us a 5-star review, it helps more people find the show and keeps us fired up to bring you new insights every week. Don’t forget to hit subscribe!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Automation can feel like a lifesaver, until you’re stuck choosing the right tool. With so many options, it’s easy to wonder: Am I using the best one? We’ve been there too. 

In this episode, we’re diving deep into Make vs. Zapier, two of the most popular automation platforms, and breaking down what actually matters when picking the right fit. 

Here’s what we’re unpacking: 

• The real differences between Make and Zapier (beyond just pricing) 
• Why Make might be a game-changer for more complex workflows 
• When Zapier’s simplicity can save you time and headaches 
• How AI-powered automation is changing the game 

This isn’t about choosing any automation tool, it’s about choosing the right one for your needs. If you’re looking to streamline your business without the tech overwhelm, this one’s for you! 

Loving the podcast? Drop us a 5-star review, it helps more people find the show and keeps us fired up to bring you new insights every week. Don’t forget to hit subscribe!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

HubSpot is awesome, but if you’re not using it to its full potential, you’re missing out. It’s not just about managing contacts, it’s about automating your workflows and integrating with tools that make everything run smoother.

So, should you be using HubSpot integrations to power up your business? The answer’s pretty simple: Yes! But—and it’s a big but—setting up those automations and integrations the right way can make all the difference between feeling like a productivity ninja or getting buried under a pile of admin work.

In this episode, we’re diving into: 

• Why integrating HubSpot with your project management tools is a total game-changer 
• How automation can save you time and make client onboarding way smoother 
• Some real-life examples of businesses using these integrations like pros 
• And when it’s time to call in the experts to get it all set up right 
• And a lot more!

Bottom line: Whether you’re just starting with HubSpot or looking to take it to the next level, this episode is packed with the tips you need to make your business run way more efficiently.

What did you think of the episode? Drop us a 5-star review and let us know! It helps us get the word out to more listeners like you. Don’t forget to subscribe for more easy-to-digest tips every week.

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Managing a business can feel like you're juggling a million things at once, and the last thing you need is a system that adds to the chaos. If you’re tired of bouncing between Slack, email, and who knows what else just to stay organized, this bonus episode is exactly what you need.

Alane and Micah originally recorded this as a video, but we loved the conversation so much that we wanted to bring it to you as a podcast. In this episode, they share real, no-nonsense insights into how to make your project management system actually work for you (instead of against you). 

Here’s what they dive into: 

🔹 Why too many tools can actually slow you down 

🔹 The biggest mistakes agencies make with their systems (and how to fix them) 

🔹 ClickUp, Asana, or Monday—what’s really the best fit for your team? 

🔹 Simple tweaks that can massively boost your team’s productivity 

🔹 And so much more!

If your project management system feels like a constant struggle, this episode is packed with actionable advice you can implement right away. 

🎥 Want to see the original video? Check it out here.

Love the podcast? A 5-star review means the world to us. It helps others find the show and lets us know we’re doing something right! And don't forget to subscribe, more episodes are on the way!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

Running a business can feel like a nonstop hustle. Between the chaos, endless to-do lists, and trying to keep up with the latest trends, it’s easy to feel like you’re stuck on a treadmill. We’ve been there too. But here’s the thing: when we leaned into curiosity, started experimenting with AI, and embraced new systems and automation tools, things shifted. Big time!

In this episode, we’re getting real about how curiosity and a willingness to test new ideas can open doors you didn’t even know existed.

Here’s what we’re unpacking:

•  Why curiosity isn’t just a nice-to-have, it’s a business game-changer
•  How experimenting with tools like ClickUp and Monday can streamline your chaos
•  What AI can actually do to simplify your processes (hint: way more than you think)
•  The small steps you can take to build a team culture of innovation

This isn’t about overhauling everything overnight, it’s about staying open, trying new things, and letting curiosity lead the way. If you’ve been feeling stuck or overwhelmed, this one’s for you!

Loving the podcast? Drop us a 5-star review, it helps more people find the show and keeps us fired up to bring you new insights every week. Don’t forget to hit subscribe!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!

In last week's episode, we opened up about our personal mental health journeys (if you missed it, catch Part 1 here). This week, we're diving deeper into how structured systems and automation can transform not just your business, but your mental well-being.

We’ve lived the chaos, stressful days, sleepless nights, and the constant feeling of being “on.” Whether it was our early days at GoFanbase or navigating the challenges of a tense merger, we learned the hard way that without systems, stress can spiral out of control. But when we implemented automation, SOPs, and project management tools, everything changed. Not only did our stress levels plummet, but our team entered what we call the "golden era."

In this episode, we’re sharing how disorganized environments affect mental health and why systems and processes are the key to creating a healthier, more productive workplace.

Tune in as we discuss:

•  How chaotic work environments can take a toll on mental health
•  The role of automation and processes in reducing workplace stress
•  Why structured systems benefit both leaders and teams
•  How tools like ClickUp and Asana can reduce mental clutter
•  The connection between strong processes and a healthier company culture

If you’re feeling overwhelmed, this episode will show you how to create a foundation that supports both your business and your well-being.

Enjoying the podcast? A 5-star review helps others find the show and keeps us motivated to bring you valuable insights every week. Don’t forget to subscribe for new episodes!

Learn More about our AI Leadership Workshop

Winning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.

Book a call to customize your workshop today!

This episode is brought to you by Biggest Goal, the AI education company Alane Boyd and Micah Johnson co-founded.

Most leaders feel pressure and get stuck between ignoring AI and moving too fast. What works is hands-on training.

That's why Alane and Micah built Biggest Goal. Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.

For more info about our AI programs, join our free community at your.biggestgoal.ai to get early access to episodes and learn about our upcoming events.

Thank you for supporting the podcast!