Automate Your Agency

Alane Boyd & Micah Johnson

Are you a founder dreaming of breaking free from the day-to-day grind? Or perhaps you're looking to scale your company without burning out? Welcome to Automate Your Agency with Alane Boyd and Micah Johnson, a podcast dedicated to helping you systemize and automate your business for more efficient, scalable operations that can run without you.Join our hosts as they share battle-tested strategies and cutting-edge tools that take the guesswork out of systemizing your business. Drawing from their experience of growing their agency to 600+ active clients before their exit, Alane and Micah offer actionable insights on:✅ Implementing effective software solutions ✅ Leveraging automation and AI to do more with less✅ Creating workflows and systems that allow your business to run without you✅ Preparing your company for a potential sale or exitEach week, they take a deep dive into real-world operational challenges and showcase solutions they've implemented. Whether you want to double revenue without doubling headcount or build a business that runs smoothly in your absence, this podcast is your roadmap to success.Subscribe to Automate Your Agency with Alane Boyd and Micah Johnson now on your favorite podcast platform and join other forward-thinking entrepreneurs as they transform their businesses into well-oiled machines that are primed for growth and ready for whatever the future holds!For more game-changing strategies and resources, visit us at biggestgoal.ai!To access exclusive content, training, workshops, and more, join our the Biggest Goal Community at your.biggestgoal.ai.Take advantage of our free tools:Free Claude Cowork Masterclass Free Asana, ClickUp, or Monday.com Selector Tool Get 25 Free Custom Automation Ideas for your BusinessIt's time to work smarter, not harder. Let's automate your agency and unlock your business's potential!

  1. 4 ngày trước

    The 6 Organizational Milestones of AI Fluency

    Send us Fan Mail Most companies say they're using AI, but only 30% have even created an acceptable use policy. Alane Boyd and Micah Johnson are back with part 2 of their AI fluency series, and this time they're going deep on the organizational level: the six milestones that separate companies dabbling with AI from those actually building with it. If your team is experimenting with AI tools but you have no committee, no shared systems, and no way to measure who knows what, you're building on sand. This episode gives you the framework to change that, no matter where your organization is starting from. In this episode, you'll learn: How to build an acceptable use AI policy that evolves as your tools and workflows evolveWhy AI champions matter, and how to identify and use the right people on your teamHow to measure your team's AI fluency using milestone tracking across rolesThe system for sharing wins and roadblocks so AI knowledge doesn't stay siloedWhy clean data is non-negotiable, and why AI can't fix your messy folder system for youHow to document your workflows so anyone can understand them, no technical background requiredIf you're serious about building an organization that doesn't just use AI but grows with it, this episode gives you the exact roadmap. Press play, your team will thank you. If you haven't listened to part 1 yet, start there first: The 5 Individual Milestones of AI Fluency. Education & Resources Claude Cowork Masterclass 🛠️ Tools & Platforms Mentioned Claude Coworkn8n SlackClickUpAsanaBasecampSkypeDropbox / Shared DriveLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    21 phút
  2. 29 thg 6

    The 5 Individual Milestones of AI Fluency

    Send us Fan Mail Most business leaders talk about AI adoption. But Alane and Micah are asking the real question. How do you actually measure it? In this episode, they introduce a five-milestone framework for tracking individual AI fluency on your team. This framework was built from a real gap Micah observed at a recent COO conference where everyone agreed the topic mattered but nobody had answers. If AI adoption at your company feels more like chaos than progress, there's a good chance your team has no shared baseline and no way to know who's moving forward and who's stuck. Alane and Micah make the case that undefined fluency goals are a business problem, and that the fix is easier than most leaders think. In this episode, you'll learn: How to define milestone one so every team member has a clear, achievable starting point with CoworkWhy Skills, Folders, and Connectors are the baseline every team member should hit, and why that alone drives major efficiency gainsHow one team member spent 5 minutes on something that now saves 45 minutes every single dayThe two-track model (individual vs. organizational) and why measuring only one of them leaves half the picture missingIf you're ready to stop guessing about where your team stands with AI and start building a measurable path forward, this episode gives you the exact framework to do it. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive Series🛠️ Tools & Platforms Mentioned CoworkClauden8nPythonAPIs & WebhooksChatGPTLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    21 phút
  3. 22 thg 6

    Claude Skills are the Most Underrated AI Feature

    Send us Fan Mail Forget the full AI agent. Alane Boyd and Micah Johnson are making the case that Claude Cowork Skills are the most powerful, most overlooked feature in AI right now. One slash command. Twenty-five steps handled. Consistently, every time. If your business relies on humans doing the same thing the right way every single time, you already know how that goes. The inconsistency, the retraining, the quiet shortcuts. It's not a people problem. It's a systems problem. Claude Skills are the fix. In this episode: What a Skill actually is: part SOP, part system, part micro appHow to standardize your team's work without retraining anyoneWhy adding a deal to your CRM is secretly a 25-step process, and how one command handles all of itHow Skills connect to your tools and run automatically in the backgroundHow to build your first Skill the right way: start simple, iterate, don't wait for perfectHow Alane's workshop analysis Skill works exactly like she does, so she doesn't have to be the one doing itIf your team is doing the same thing five different ways and you're ready to fix that, start here. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive Series🛠️ Tools & Platforms Mentioned Claude CoworkGrain ClickUpPipedriveCoppern8nPythonMCP (Model Context Protocol)AnthropicLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    25 phút
  4. 15 thg 6

    ChatGPT and Claude's "Memory" Isn't What You Think

    Send us Fan Mail Here's something that'll mess with your head: ChatGPT and Claude have zero memory. Every message you send, the model reads your entire conversation from scratch, answers, then forgets everything. When these tools claim they "remember" you, that's not the AI. It's separate software making judgment calls about you, and you never see it happen. If you've ever wondered why AI gives inconsistent outputs or seems to lose the plot, this episode connects the dots. Alane Boyd and Micah Johnson break down why relying on automatic AI memory quietly works against your team. In this episode: Why AI memory is really judgment calls stacked on judgment callsHow bad memories become invisible and skew everything after themWhy context bleeds between clients without warningHow every team member ends up with a different "source of truth"The file-based system that puts you in control of what AI remembersWhy Biggest Goal shut off automatic memory at the organization level (and nobody noticed)Memory is just context. Once you control the context, the outputs finally get consistent. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned ChatGPT - AI chat interface with automatic memory featureClaude - Anthropic's AI assistant with memory functionalityClaude Desktop - Desktop application for ClaudeClaude Cowork - Business/team version of ClaudeOpenAI Codex - Code-understanding AI modelObsidian - Knowledge management and note-taking appGoogle Drive - Cloud storage service for file syncingDropbox - Cloud storage service for file syncingLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    23 phút
  5. 8 thg 6

    Cowork Can Create Silos and This Is How to Solve It

    Send us Fan Mail What happens when someone goes on vacation and all their AI work becomes inaccessible? Alane Boyd and Micah Johnson tackle the collaboration crisis emerging as teams adopt Claude for real work. This isn't really about vacations. It's about work getting siloed in individual AI sessions where no one else can access the research, problem-solving, and progress being made. When AI tools actually do the work instead of just providing suggestions, everything changes. In this episode, you'll learn: Why AI work gets trapped in individual sessions and how to prevent itThe paradigm shift from sharing AI chats to sharing AI outputsHow to use Connectors and Skills to automatically save progress to shared systemsReal examples of ClickUp integration that keeps work flowingWhy this collaboration problem affects daily teamwork, not just vacationsPractical systems for making AI enhance collaboration instead of breaking itIf you're ready to stop treating Claude like a personal diary and start using it as the collaborative tool it's meant to be, this episode shows you exactly how. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned ClaudeProject Management Tools: ClickUp, Asana, Monday.comHelp ScoutPipedriveSalesforceFrontSlackTeamsDropboxGoogle DriveSharePointLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    17 phút
  6. 1 thg 6

    Claude Needs a Source of Truth (And So Do You)

    Send us Fan Mail Before you connect AI to anything, decide where each type of information live, and never let it live in two places. Alane Boyd and Micah Johnson tackle the biggest mistake teams make when implementing AI tools like Claude. If you've ever wondered why your AI gives inconsistent answers or pulls outdated information, this episode reveals the culprit. The hosts get real about why downloading files and re-uploading them to AI projects creates chaos. In this episode, you'll learn: How to establish a single source of truth that works for both humans and AIWhy duplicate files kill AI accuracy before you even realize it's happeningThe knowledge layer approach to connecting AI with your existing systemsReal examples of what goes wrong when information lives in multiple placesHow to properly connect Claude to SharePoint, Google Drive, and other storage without creating copiesWhy standardization isn't optional when AI tools are part of your workflowIf you're ready to stop making AI guess where to find information and start giving it access to the right source, this episode shows you exactly how. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned ClaudeSharePointGoogle DriveDropboxBoxPM Tools: ClickUp, Asana, Monday.comGrainMicrosoft 365IgniteRipplingPipedriveObsidianTrainualLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    15 phút
  7. 25 thg 5

    5 Ways to Make Claude Love Your PM Tool

    Send us Fan Mail Your project management tool is capable of so much more than task tracking, but most teams are using only 10% of its potential. Alane Boyd and Micah Johnson break down the harsh reality of why that remaining 90% is limiting your team, workflows, and AI automation efforts.  If you've ever felt like your PM tool is just a fancy to-do list that doesn't really streamline anything, this conversation will change your perspective. The hosts get real about the five foundational elements that separate teams who struggle with scattered workflows from those who've built AI-powered automation hubs. In this episode, you'll learn: Why standardization comes before automation and the chaos that happens when you skip this stepHow to template everything without losing your mind or creativityThe tough love truth about where ALL work must live (hint: not in Slack)Why collaboration belongs in your PM tool, not scattered across platformsThe training approach that actually gets teams using features consistentlyReal examples of how AI agents like Perry and Cleo leverage these foundationsIf you're ready to transform your project management tool from a glorified to-do list into the command center for seamless workflows and AI automation, this episode shows you exactly how to build those foundations. If this episode hits home, we have free PM basics courses for ClickUp, Asana, and monday.com at biggestgoal.ai. Share them with your team. They'll thank you. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned Project Management Tools: ClickUp, Asana, and monday.comSlackMicrosoft TeamsClaude Coworkn8nPerry (Podcast Agent)Cleo (Client Onboarding Agent)Learn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    31 phút
  8. 18 thg 5

    ClickUp to Cowork: What 100 Episodes Taught Us

    Send us Fan Mail A hundred episodes ago, Alane Boyd and Micah Johnson asked what if you could save one hour a day... and that felt ambitious. Now they're watching AI compress entire job functions into a single afternoon. This milestone episode isn't just a celebration, it's a timeline of the AI revolution in business. From traditional automation and project management tools to AI agents that completely transform how companies operate. In this episode, you'll learn: How the AI conversation evolved from "save an hour" to "transform everything" in 24 monthsWhy the fundamentals matter more now than ever (good data, workflows, APIs)What companies are doing wrong when they try to add AI to old processesThe timeline that changed everything from ChatGPT to Claude CoworkPredictions for the next 100 episodes and where business automation is headingWhat hasn't changed (great judgment, team members) vs what's acceleratingIf you've been on this journey or just starting to think about AI in your business, this episode is both your celebration and your roadmap for what's possible. Upcoming Education Sessions: Free Claude Cowork WebinarFree Claude Cowork MasterclassClaude Deep Dive SeriesTools/Platforms Mentioned Claude CoworkChatGPTPerplexityAutomation Platforms: n8n, Zapier, MakePM Tools: ClickUp, Asana, Monday MCP ServersAPIsGammaLearn More about our AI Agent + RAG Cohort: Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required. The July 20th cohort is filling fast. Save your spot and sign up today. This episode is brought to you by Biggest Goal. Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work. For more information about our AI education programs, visit biggestgoal.ai. Free Resources & Upcoming Sessions: Claude Cowork MasterclassAsana, ClickUp, or Monday.com Selector Tool25 Free Custom Automation Ideas for your BusinessConnect with Us: TikTokLinkedInYouTubeCommunityDisclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

    30 phút
5
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Giới Thiệu

Are you a founder dreaming of breaking free from the day-to-day grind? Or perhaps you're looking to scale your company without burning out? Welcome to Automate Your Agency with Alane Boyd and Micah Johnson, a podcast dedicated to helping you systemize and automate your business for more efficient, scalable operations that can run without you.Join our hosts as they share battle-tested strategies and cutting-edge tools that take the guesswork out of systemizing your business. Drawing from their experience of growing their agency to 600+ active clients before their exit, Alane and Micah offer actionable insights on:✅ Implementing effective software solutions ✅ Leveraging automation and AI to do more with less✅ Creating workflows and systems that allow your business to run without you✅ Preparing your company for a potential sale or exitEach week, they take a deep dive into real-world operational challenges and showcase solutions they've implemented. Whether you want to double revenue without doubling headcount or build a business that runs smoothly in your absence, this podcast is your roadmap to success.Subscribe to Automate Your Agency with Alane Boyd and Micah Johnson now on your favorite podcast platform and join other forward-thinking entrepreneurs as they transform their businesses into well-oiled machines that are primed for growth and ready for whatever the future holds!For more game-changing strategies and resources, visit us at biggestgoal.ai!To access exclusive content, training, workshops, and more, join our the Biggest Goal Community at your.biggestgoal.ai.Take advantage of our free tools:Free Claude Cowork Masterclass Free Asana, ClickUp, or Monday.com Selector Tool Get 25 Free Custom Automation Ideas for your BusinessIt's time to work smarter, not harder. Let's automate your agency and unlock your business's potential!

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