The Biggest Goal Podcast

If you're leading a team or running a service-based business, you know meetings are a necessary evil for building relationships and keeping things moving forward.

Truthfully, the worst part about having a meeting is not the meeting itself, but having to summarize it, delegate tasks, send follow-ups, and somehow keep everyone aligned afterward.

In this episode of Automate Your Agency, Alane and Micah share how AI meeting tools are doing the heavy lifting—turning conversations into clear summaries, action items, and providing the key details you need to quickly draft follow-up emails. No more scrambling through notes or asking, “Who was supposed to do that again?” 

Here’s what you’ll take away:

• How to use AI to instantly generate to-dos and follow-ups (without lifting a finger)
• Why clear internal processes are the real secret to getting value from these tools
• Reduce manual tasks and improve accountability
• How AI can double as your meeting assistant and your content repurposing engine

If your calendar is packed with calls but your team’s still chasing clarity after every one, this episode is for you.

Enjoying the podcast? A 5-star review would mean a lot! It helps other listeners find our show and lets us know we're hitting the mark. And don't forget to subscribe—new episodes drop 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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

Landing that big client feels amazing—but you know what feels even better? 

Making that sale without sacrificing half your profit margin on endless sales calls, proposal drafting, and all those other non-billable hours.

In this episode of Automate Your Agency, Alane and Micah reveal how they've transformed their sales process using AI, allowing them to pursue more opportunities while spending dramatically less time on each one. The result? Higher margins, less busywork, and a sales system that practically runs itself.

You'll discover:

• A fresh approach to follow-ups that feels authentic, not automated
• How to turn generic lead magnets into personalized tools clients actually value
• The 30-second research hack that makes you look like you've done hours of homework
• Why proposal creation could be the easiest part of your sales process (yes, really!)

This episode is for anyone who's ever stayed up late crafting proposals or scrambling to prepare for a sales call. Check out these other great episodes to help supercharge your sales machine!

(EP 19) Get New Clients: How do I 10x sales with automated outreach using Lemlist or Apollo?

(EP 20) No more stagnant PDFs: What is the next generation of personalized lead magnets using automation and AI?

Enjoying the podcast? A 5-star review would mean a lot! It helps other listeners find our show and lets us know we're hitting the mark. And don't forget to subscribe—new episodes drop 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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

Ever feel like you're constantly being pulled in a million directions—Slack, email, texts, pings, dings, and buzzes? Suddenly, you’ve jumped between five things and finished none of them.

 Sound familiar?

That's exactly why we recommend turning off all notifications No banners. No buzzes. No red bubbles shouting for attention. Just quiet. 

In Episode 46 of Automate Your Agency, Alane and Micah talk about the surprisingly simple mindset shift that allowed us to reclaim focus, how we handle the fear of missing something urgent, and why turning off notifications might be one of the healthiest things you can do.

You'll discover:

• The impact of constant notifications on productivity and focus
• How to distinguish between true urgency and unnecessary interruptions
• What improved when we eliminated all notifications
• Practical systems for staying organized and responsive—without the overwhelm

This episode is for business owners and leaders who are tired of feeling “on” 24/7 and ready to reclaim some calm without sacrificing responsiveness. Trust us: your brain will thank you.

Enjoying the podcast? A 5-star review would mean a lot! It helps other listeners find our show and lets us know we’re hitting the mark. And don’t forget to subscribe—new episodes drop 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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

Are you tired of endless emails and confusing task requests slowing down your team? I get it. Delegating can be a nightmare—misunderstandings, constant follow-ups, and wasted time. But what if you could eliminate all that with one simple tool?

In this episode, Alane Boyd and Micah Johnson share their favorite quick win for delegating tasks without the frustration: video-based communication. Whether it’s a quick Loom video explaining what needs to be done or a team member showing you what they’ve completed, this approach cuts down on confusion, saves time, and gets things done faster.

What’s more, these simple videos can serve as reusable systems that make delegation and feedback a breeze, helping you scale faster and more efficiently.

Here’s what you’ll get from this episode:

• How to delegate tasks in a way that eliminates confusion and saves time
• Why video feedback from your team will make your life easier
• The secret to building SOPs that are simple and scalable with videos

If you're ready to stop wasting time on miscommunication and start working smarter, this episode is for you.

Enjoying the podcast? A 5-star review would mean a lot to us! It helps other listeners find our show and lets us know we’re hitting the mark. And don’t forget to subscribe—new episodes drop 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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

Feeling the need for better systems in your business but unsure where to begin? Many businesses recognize inefficiencies but struggle to determine where to start. That’s why we developed the Priority Impact Review—a structured approach to identifying high-impact improvements across operations. 

Some of the most common challenges we find in our review? 

Excessive meetings. If every decision requires a meeting, productivity suffers. 

Data silos—when departments hold onto information rather than sharing it efficiently.

There's so much more to explore here. In this week's episode of Automate Your Agency, Alane Boyd and Micah Johnson break down how the Priority Impact Review works:

•  ✅ Start with an anonymous (or semi-anonymous) survey to gather candid feedback from your team.
•  ✅ Conduct one-on-one interviews to uncover deeper insights into key challenges and opportunities.
•  ✅ Identify department-wide and company-wide trends to pinpoint the best opportunities for automation, workflow optimization, and AI-driven solutions.
•  ✅ Balance quick wins with high-impact initiatives—smaller optimizations can drive immediate efficiency gains while laying the foundation for larger improvements.

👉 The goal of the Priority Impact Review is simple: focus on the changes that will drive the most meaningful impact in the shortest time. Have you done something similar in your business? 

🎧 Micah mentioned it in this episode, but if you are interesting in exploring how AI agents can automate and optimize your business processes, check out EP 41: "What are AI Agents and What Could They Be Automating in Your Business?" on Spotify or Apple Podcasts.  

Enjoying the podcast? A 5-star review would mean a lot to us! It helps other listeners find our show and lets us know we’re hitting the mark. And don’t forget to subscribe—new episodes drop 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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

If your project planning feels like throwing tasks into Asana, ClickUp, or Monday and hoping for the best, we need to talk. That’s not a plan—it’s a recipe for stress, delays, and way too many “Where are we on this?” messages.

In this episode, Alane Boyd and Micah Johnson are keeping it real about why so many teams struggle with project planning, and how to fix it. No fluff, no corporate jargon—just simple, practical steps to help you take control of your workflow and actually get stuff done.

Here’s what you’ll walk away with:

•  💡 Why dumping tasks into a list isn’t the same as real project planning.
•  💡 Easy ways to structure workflows so things don’t fall through the cracks.
•  💡 How to stop bottlenecks before they derail your projects.

If you’re tired of last-minute scrambles and missed deadlines, this episode is for you. Let’s get your projects on track, hit play now!

Loving the podcast? Don’t forget to subscribe on YouTube, or find us wherever you listen to podcasts!

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?

Sign up for our free masterclass!

Thank you for supporting the podcast!

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 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?

Sign up for our free masterclass!

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 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?

Sign up for our free masterclass!

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 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?

Sign up for our free masterclass!

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 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?

Sign up for our free masterclass!

Thank you for supporting the podcast!