The Biggest Goal Podcast

Your CRM was built to run a sales pipeline, not to answer marketing questions. Alane Boyd and Micah Johnson open up the five tools behind their 300+ leads a month and show why adding a database beside the CRM turned a slow, token-hungry search into a five-second answer from Claude.

If you have ever asked an AI tool about your leads and watched it pull deals, then contacts, then notes, then give you something vague, this episode explains why. The hosts cover the full stack, from the AI note taker on every sales call to the automation that catches each form fill and booking.

In this episode, you’ll learn:

• How to pick an AI recorder that Claude Cowork can read through a native connector or MCP server
• Why the CRM and the database get different jobs, with sales in one and marketing analysis in the other
• What makes Supabase a fit for Claude, and where Airtable falls short
• When to use n8n instead of Claude for anything that waits on a trigger
• Three questions worth asking Claude once your lead data sits in one place

If your lead data lives in a CRM and you want real answers from it, press play to see how the stack fits together.

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Three landing pages in six months used to be a good year for Alane Boyd and Micah Johnson. With a Claude-powered marketing system, they have published more than 70 in a few months, and it now brings in about 300 leads a month. In this episode, they walk through the whole system, one element at a time.

If you have no marketing team and still need more leads, this is the conversation to hear. The hosts show where Claude does the building, where they still make every call, and why the hard part of marketing moved instead of disappearing.

In this episode, you’ll learn:

• How to find the problems your leads actually have by giving Claude your sales call transcripts and lead form answers
• Why one homepage for all your traffic fails and how templates in Claude Design make a page per problem practical
• How Claude Code publishes to Webflow with a preview for your approval before anything goes live
• How to build ads from the page you just published using skills in Claude Cowork, starting with Google Ads
• Why a separate lead database changed everything, and why it started as the crappiest possible version
• Where your effort should go now that the build takes minutes

If you want a marketing engine without hiring a marketing department, press play and start with the system the hosts run every day.

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Building a slide deck by hand has been a time-consuming endeavor, until now. 

Alane Boyd and Micah Johnson break down how to connect Claude to the systems that hold your data, pull the information, analyze it, and then create an on-brand, template-powered slide deck in minutes, not hours.

If you're currently creating slide decks by exporting reports, reformatting numbers, fighting a master slide, and then emailing a PowerPoint file around for feedback, this episode is for you. 

In this episode, you’ll learn:

• Why the manual part is the data, not the design, and how connectors remove it
• What a design system actually is, described as a fancy way of saying your brand guidelines
• How to turn a call transcript into a deck instead of starting from numbers every time
• What to say to a design team that does not want to hand over the template
• How to get feedback with Claude Design using in-context comments that pass straight back to Claude
• How a 60-slide deck was fully animated with a single prompt and no edits

The episode also debuts the "BO Report" (Biggest Obstacle), a new closing segment on the biggest obstacle that teams face related to the episode topic.

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Bank reconciliation is the task everyone wants to automate, and before today's AI tech, nobody could. Alane Boyd and Micah Johnson explain why it stayed manual for so long, then walk through the exact prompt that turns eight to ten hours of line-item matching into a short 10 min review.

When you export your statements from your bank and QuickBooks (or another accounting platform), there are no matching IDs, no shared descriptions, and nothing a traditional automation could key off; somebody had to sit down and compare them line by line, and that somebody was expensive.

In this episode, you’ll learn:

• Why rules-based automation could never reconcile your books and what changed when AI could read AWS, Amazon Web Services, and Amazon Web SVCS as one vendor
• The three-rule starting prompt that matches on description, amount, and a three-day date window
• How to read the exceptions when AI explains that a check has not cleared or a bank fee has not hit QuickBooks yet
• How to turn the first run into a reusable skill so you never re-explain your setup again
• Where the human stays in the loop, because the matching is low-value work and the exceptions are not
• How the same approach applies to investment property statements, media buys, and anything else with two lists that should agree

Reconciliation might be a boring task, but that's exactly why it is a great place to point AI first. Press play and start automating your reconciliation workflow this week.

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Automate Your Agency is taking a short break and coming back as something different. Alane Boyd and Micah Johnson are reimagining the show to match where AI actually sits (and shouldn't sit!) in a business today.

The questions listeners send in have moved well past “how do I automate this workflow.” They now cover finance, marketing, executive teams, and everything in between, and the show is being rebuilt to match.

What’s changing:

• A new name and a new brand for the show, arriving after a couple of weeks off recording
• Same feed, same place to listen, so there is nothing to re-subscribe to
• Every past episode stays available; the back catalog is not going anywhere
• Deeper use-case episodes across finance, marketing, and executive teams
• An open call for topics, because the next format is being shaped around what listeners ask for

Send over the topics you want covered!

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Someone on your team ran a task through AI and forwarded the output without reviewing it. That person was a Meat Proxy and just generated Workslop. Yuck!

Alane Boyd and Micah Johnson break down these two terms, which sound like they should be in food manufacturing, and describe exactly what can go wrong inside AI-forward companies.

In this episode, you’ll learn:

• How to tell a meat proxy from someone using AI well and why knowing the desired outcome is the whole difference
• What your colleagues actually think when they spot unread AI output, backed by the numbers on trust and credibility
• The tells that give workslop away, from verbose answers to ignored brand guidelines
• Why “train your team” isn’t enough unless you define what the right way to use AI looks like at your company
• How making AI use visible turns a shameful shortcut into a useful handoff
• The one requirement that forces people to read the output before it leaves their desk

If your team is moving fast with AI and you’ve started to notice the quality slipping, this conversation names the problem and gives you several things to change today.

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

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Free Resources & Next Steps

• Free Claude Cowork Webinar | 8/19:  https://bit.ly/ClaudeCoworkWebinar_819 
• Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass 
• Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit 
• Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshop
• Get our free daily AI News Brief: https://bit.ly/BiggestGoalCommunity

About the episode:

Micah Johnson built a fully functional Google Ads lead system using Claude, and it's generating real leads without a specialist or an agency involved. In this episode, him and Alane Boyd walk through every layer of the build: campaign research, ad copy, conversion tracking, the CSV export workflow, and the daily AI-powered review that keeps it running.

If you've ever tried to run paid ads and gotten stuck in the weeds of conversion tracking, keyword strategy, or Google Analytics event setup, you know how painful it is. Most businesses either give up or hand it off to an expensive agency. Alane and Micah found a third way, and the results are already coming in.

In this episode, you'll learn:

• How to use Claude to research and build a full Google Ads campaign from scratch, no specialist required
• The MCP-plus-CSV workflow that lets Claude do the heavy lifting on Google Ads without touching the account directly
• Why heat map data mattered so much, and how Microsoft Clarity revealed visitors were copying their answers and leaving instead of converting
• How they qualified leads at scale with Claude, and what 300+ leads taught them about a blind spot in their own targeting
• The daily routine that pulls Google Ads, Analytics, heat map, and lead data into one place for a single recommendation
• How the leadership team stays in the loop with zero manual reporting, through a Slack channel and a shared Cowork dashboard

🛠️ Tools & Platforms Mentioned

• Claude: AI used for campaign research, ad copy, tracking setup, and daily analysis
• Claude Code: Used for writing JavaScript event tracking code and tagging
• Claude Cowork: Used for shared leadership dashboards and presenting campaign results
• Google Ads: The paid advertising platform used for the campaigns
• Google Ads Desktop App: Used to upload Claude-generated CSV files and push live
• Google Analytics: Used for tracking events and conversion data
• Microsoft Clarity: Heat mapping tool used to analyze landing page behavior (rage clicks, copy-paste behavior)
• Slack: Used for daily lead and campaign analysis digest for the leadership team
• MCP (Model Context Protocol): Used to give Claude read-only access to Google Ads data

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 company Alane Boyd and Micah Johnson co-founded.

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Free Resources & Next Steps

• Free Claude Cowork Webinar | 8/19:  https://bit.ly/ClaudeCoworkWebinar_819 
• Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass 
• Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit 
• Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshop
• Get our free daily AI News Brief: https://bit.ly/BiggestGoalCommunity

About the Episode

Chasing after that big automation win might be the very thing holding your business back. Alane and Micah have seen this over and over, teams planning one massive workflow while a dozen small, repetitive tasks quietly eat their time every day.

In this episode, they make the case for starting smaller than feels comfortable and why it adds up faster than you think.

3 things you'll learn in this episode:

1. The two questions that tell you what to automate first, repetition and inconsistency
2. How Skills stack into a full cross department workflow, one small piece at a time
3. The math behind small automations, five Skills that each save five minutes a day add up to two full weeks back every year

Tools & Platforms Mentioned

• Claude Cowork
• Cowork Starter Kit
• ClickUp
• Asana

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 company Alane Boyd and Micah Johnson co-founded.

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Free Resources & Next Steps

• Free Claude Cowork Webinar | 8/19:  https://bit.ly/ClaudeCoworkWebinar_819 
• Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass 
• Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit 
• Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshop
• Get our free daily AI News Brief: https://bit.ly/BiggestGoalCommunity

About the Episode:

AI context windows just hit two million tokens, and if you're stuffing yours full of information and hoping for the best, you're doing it wrong. Alane Boyd and Micah Johnson break down what a context window actually is, why bigger doesn't always mean better, and what it means for how you use Claude, ChatGPT, and Gemini.

If you've ever gotten frustrated that AI "lost the plot" mid-conversation, or started giving you answers that made no sense, the context window is almost certainly the culprit. Most business owners don't realize that when AI's working memory runs out, it starts guessing, and it doesn't even know it's happening.

In this episode, you'll learn:

• What a context window actually is: AI's short-term memory, and why it forgets without warning
• The desk analogy that finally makes context windows click, and why leaving space matters more than filling it
• Why hallucinations happen when the context window overflows, and how to prevent them
• How Claude Cowork's subagents spin up their own context windows to handle complex tasks
• Why your CLAUDE.md file and folder system are the most underrated tools for context efficiency
• Where context windows are headed for Claude, ChatGPT, and Gemini, and the mobile phone plan evolution that tells the whole story

If you're ready to stop blaming AI for bad outputs and start understanding how it actually works, press play now.

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 company Alane Boyd and Micah Johnson co-founded.

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!

Free Resources & Next Steps

• Free Claude Cowork Webinar | 8/19:  https://bit.ly/ClaudeCoworkWebinar_819 
• Free Claude Cowork Masterclass: https://www.biggestgoal.ai/l/cowork-masterclass 
• Claude Cowork Starter Kit: https://www.biggestgoal.ai/l/cowork-starter-kit 
• Claude Cowork Workshop: https://www.biggestgoal.ai/l/cowork-workshop
• Get our free daily AI News Brief: https://bit.ly/BiggestGoalCommunity

About the Episode:

Cowork technically had a way to reach it from your phone before, it just barely worked. What Anthropic shipped this time is different: real syncing across desktop, web, and mobile. Alane Boyd and Micah Johnson dig into what actually changed, why it's more nuanced than the headlines suggest, and what it means for how you get work done with Claude.

If you've ever wondered why Cowork felt chained to your laptop, this episode answers that question, then immediately complicates it. The file system access that makes Cowork genuinely useful is still desktop only, and understanding that boundary changes how you'll approach every task.

In this episode, you'll learn:

• What actually changed between Dispatch, Chat, and the new mobile and web Cowork
• Why starting on desktop still matters, and when mobile Cowork actually helps
• The folder system advantage that most Cowork users are completely skipping
• A real beta bug Micah caught during testing and the workaround that fixed it 100% of the time
• A field work scenario Micah floated for teams who aren't always at a desk (untested, but worth thinking about)
• When Connectors and Skills can carry a task even without the file system

If you're using Claude for real work and want to know exactly how to use the new mobile features without losing what makes Cowork powerful, press play now.

If you want more on setting this up, the free Cowork Masterclass (26 lessons) at your.biggestgoal.ai covers how Cowork actually works, and the Cowork Starter Kit ($49) has the templates, starting prompts, and Skills for building out your folder system and CLAUDE.md file.

Related episodes:

 🎧 The Claude Cowork Experiment: our first real week living inside Cowork, before any of this mobile stuff existed.

🎧 Build a Shared AI Brain for Your Company (No Code Required): the folder system and CLAUDE.md conversation this episode keeps circling back to.

🎧 Claude Cowork Is the AI Managing Our Sales Pipeline: what full featured Cowork looks like when the file system is actually set up right.

Tools & Platforms Mentioned

• Claude / Cowork (Anthropic): Claude's agentic work environment, newly available on web and mobile
• Claude Desktop App: the fully featured version of Cowork with file system access
• Claude Mobile App: newly updated with Cowork support (previously chat only)
• Dispatch: a mobile beta feature for reaching Cowork before this update, rarely used and now superseded
• Connectors (Claude feature): integrations that let Cowork connect to external platforms
• Skills (Claude feature): saved task workflows within Cowork
• CLAUDE.md: a context file that automatically loads into Cowork tasks
• Pipedrive: mentioned as an example Connector integration (CRM)
• Grain: mentioned as an example Connector integration (meeting recording)

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 company Alane Boyd and Micah Johnson co-founded.

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 support.

Want to learn how to scale faster with AI?

Join us on Oct 13 + Oct 15 for our Virtual Live "Scaling with AI" Bootcamp
Click here to reserve your seat!

Thank you for supporting the podcast!