All Episodes
Automate Your Agency — 115 episodes
AI bank reconciliation in 10 minutes | EP 113
Special Announcement! (New things coming)
AI Meat Proxies and Workslop | EP 112
Claude + Google Ads | EP 111
Why 5-Minute Skills Beat Big Automations | EP 110
AI Context Windows 101 | EP 109
Claude Cowork Is on Web and Mobile | EP 108
The 6 Organizational Milestones of AI Fluency | EP 107
The 5 Individual Milestones of AI Fluency | EP 106
Claude Skills are the Most Underrated AI Feature | EP 105
ChatGPT and Claude's "Memory" Isn't What You Think | EP 104
Cowork Can Create Silos and This Is How to Solve It | EP 103
Claude Needs a Source of Truth (And So Do You) | EP 102
5 Ways to Make Claude Love Your PM Tool | EP 101
ClickUp to Cowork: What 100 Episodes Taught Us | EP 100
Claude Builds Live Dashboards In Minutes | EP 99
3 Things Claude and ChatGPT Can't Live Without | EP 98
Claude and ChatGPT Make Mistakes (So Does Your Team) | EP 97
Claude Called It Cowork for This Reason… | EP 96
The Three Claude Cowork Tools You Absolutely Need | EP 95
When to Use Claude Cowork vs. n8n | EP 94
The Claude Cowork Experiment | EP 93
Using AI? Here Is the Most Important Skill You Can Hire For | EP 92
Claude Cowork Is the AI Managing Our Sales Pipeline | EP 91
Build a Shared AI Brain for Your Company (No Code Required) | EP 90
The Future of Work: Claude Cowork | EP 89
Custom GPTs and When to Use Them | EP 88
The AI Automation Graveyard (Why Most Projects Die After Launch) | EP 87
What If An AI-powered One Person Business Actually Sucks? | EP 86
Want to Automate? APIs and Webhooks are Everything | EP 85
Why we deleted 50% of our 2026 objectives | EP 84
Even if you don't think you want to exit, you should plan for it | EP 83
How AI Agents work with ClickUp, Asana, and Monday | EP 82
The Best AI-first Slide Deck Platform | EP 81
Stop writing technical docs manually | EP 80
#1 Rule: Simplify then Automate | EP 79
Use AI to build your ideas in less than 60 minutes | EP 78
Why companies struggle with AI-powered scalable systems | EP 77
The AI-era means having in-house expertise | EP 76
The real ROI of relationships | EP 75
10 AI use cases you'll want to implement today | EP 74
Find out what AI and Agents can’t fix | EP 73
ClickUp Sprints aren’t just for Dev teams | EP 72
Monday.com Magic: AI-Powered Project Set Up | EP 71
Stop Chasing the "One Thing" That Will Fix Everything | EP 70
AI Visuals Made Easy: Nano Banana + Hailuo | EP 69
Is your company data training AI? | EP 68
AI Agents vs Automation: The 5 Differences That Actually Matter | EP 67
Before AI automation, start with manual workflows | EP 66
AI-Enhanced Training: Why Training is Everything (And How to Do It Right) | EP 65
The AI Tool Breakdown: When to Use GPTs vs Assistants vs Agents | EP 64
AI Prompts and Agent Ideas: How we share across our teams | EP 63
Building Your AI Dream Team - Who do you really need? | EP 62
The AI technology that eliminates knowledge bottlenecks | EP 61
ChatGPT vs Claude vs Perplexity: Which AI engine powers your business best? | EP 60
Turn Customer Support Chaos into Organized AI Workflows | EP 59
Password Management that works. | EP 58
Champions vs. Saboteurs: Mastering Organizational Change | EP 57
Why your Zapier workflows keep breaking (and why upgrade to AI Agents instead) | EP 56
Beyond Zapier and Make: Meet N8N | EP 55
Will AI take you job? | EP 54
Why only focusing on one idea can help you prioritize progress | EP 53
Why we stopped requiring college degrees | EP 52
The exact hiring system we've used for over 10 years! | EP 51
How to run team meetings that create results | EP 50
Template everything!
How to automatically turn client meetings into instant actions
Top 5 ways to automate sales in May 2025
How Slack, Teams, Text, and Email notifications actually kill your productivity
The delegation hack that eliminates endless questions!
Priority Impact: Stop guessing where your business is broken!
Project Planning 101: A must listen for Asana, ClickUp, and Monday Users
Is every client project different? Here's what to do!
What are AI Agents and what could they be automating in your business?
The Scalability Test: Could you double your team tomorrow?
Instantly Create Client Portals in ClickUp, Asana, and Monday!
Stop managing tasks! Start managing workflows in ClickUp, Asana, and Monday!
Make or Zapier? What’s the best automation tool?
Want the tea on integrating Hubspot with ClickUp, Asana, and Monday.com?
BONUS: Emails & Slack Are Wasting Your Time—Here’s How to Fix It
How staying curious can transform your business with new offerings and solutions?
What CAN be automated in your business to improve your mental health?
Why mental health can't be automated?
Why ‘set & forget’ automation is costing you money (and how to fix it)?
Looking Back to Plan Ahead: Our 2024 Retrospective
Do you need a Project Manager or better ClickUp, Asana, and Monday training to run projects smoothly?
How do you overcome holding the knowledge in your head causing a bottleneck in your business?
What do you really need in order to start automating processes?
How to create custom proposals in seconds using a CRM and proposal template?
How to build a business that runs without you using ClickUp, Asana, and Monday
Time for change: When should you ditch services and products that are not working?
Why don't your Friday lunches and snack cabinets help improve your turnover?
Why perfection is killing your business growth (and what to do instead)
Lessons learned from scaling and selling our companies: What we’d do differently If we started over
How do I onboard new clients in less than 5 minutes using automation and Clickup, Asana, and Monday?
No more stagnant PDFs: What is the next generation of personalized lead magnets using automation and AI?
Get New Clients: How do I 10x sales with automated outreach using Lemlist or Apollo?
How do I use ClickUp like a pro?
How do I use Asana like a pro?
How do I use Monday.com like a Pro?
How to break free from using spreadsheets to manage projects and instead use a smarter way with ClickUp, Asana, and Monday?
How to choose the Best Project Management System for You Between ClickUp, Asana, and Monday?
The $450M mistake: How to build what customers actually want to pay for?
What time tracking system will 3x your project speed?
What 5 software platforms do I really need to operate my company efficiently?
How to ensure your new hire has the skills so they rock their job on day #1?
Unlocking your team’s best ideas: Our proven framework for getting valuable suggestions from those doing the work
How to build a business partnership that actually works?
How do I improve my employee onboarding by 800% using automation, personality playbooks, and ClickUp, Asana, and Monday?
When should I worry about building processes and workflows and how to start?
How do I run more ultra-productive meetings (and know when one isn't needed?
Why promoting your best employees to managers can backfire (and what to do instead)
Delegation made easy: How to track & leverage your team’s skills using ClickUp, Asana, and Monday
How do I track all client data in one place using ClickUp, Asana, and Monday?
How do I reclaim an hour a day to work on my business?