Skip to main content
Alane Boyd

Alane Boyd

Aug 25, 2026

15:05
Right.
15:06
I say, "Hey, can you look at what emails I've missed in the last seven days and tell me which ones I need to respond to?" Then, so now it has access to my email, it has access to my project management system, which is ClickUp, but there's also Monday.com and Asana.
15:23
You can have these things connected, and the outputs, you no m- long do- no longer need to do copy and paste, 'cause it can access the accounts and then go put things in places for you.
15:34
The next thing are skills.
15:36
So a skill, it's kind of a hard idea to wrap your head around, but it's basically, like I have a call debrief skill.
15:45
It's literally called Call Debrief.
15:47
When I finish a call, it goes to my Grain, which is my, my recorder, my Zoom recorder.

9 MINS LATER

24:22
Right
3:45
So what kind of tools do you advocate that a founder or a leader should put into the business or themselves personally to kind of step out of that overfunction world?
3:55
Yeah, the very first thing, and I even say this if you're a one-person company, is getting a project management system in place.
4:02
Like something like a monday.com or Asana, ClickUp, or even like a Trello.
4:07
Just something to start putting together what is your process.
4:11
From going from new client coming on board to them being...
4:18
I'm a functioning client.
4:19
What are those steps? Because somebody else can follow the steps.

13 MINS LATER

17:30
So let's talk about what that process looks like.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.