AI Agents
Sales
Automate Proposals
Use call transcripts and notes to generate proposals
Auto-generate Pitch Decks
Create a personalized deck in seconds, not days
Automate Follow-ups
Stop letting your follow-ups be forgotten-abouts
Automate SOWs
Generate Statement of Works on the fly
Instant Lead Research
Let AI do the discovery work for your team
Automated Outreach
Save hours daily and automate your manual sales outreach
Marketing
Personalized Lead Magnets
Use AI to generate lead gen tools that resonate
Auto-capture Social Proof
Use client call transcripts to generate social proof
Dynamic Asset Generation
Create brand assets on the fly and at scale
Automatic Content Variation
Automatically create variations of your content
Operations
Platform Selection
Get help choosing which platforms are best for you
Systemization + Integration
Build systems and automate data across platforms
Project Streamlining
Use Asana, ClickUp, or Monday to improve project execution by 10x
New podcast episodes every week!
The founders of Biggest Goal talk about the latest trends and past mistakes.
Listen on:
Apple
Spotify
Amazon
Web
Solutions
Training + Coaching
We upskill your team for AI, automation, and scalable systems
Implementation
We optimize your processes and build the scalable systems for you
Monitoring + Maintenance
We make sure your systems stay up and running
Instant Client Portals
Create portals on top of Asana, ClickUp or Monday.
Industries
Agencies + Professional Services
Maximize your margins
Tourism and Global Mobility
Provide ultra-personalized content and assets
Ecommerce
Avoid scalability issues by getting your systems and processes in order
Retail and Manufacturing
Streamline everything from your NPD process to product support
Franchise / Multi-location
Gain huge economies of scale by deploying automation across your org
Resources
Podcast - Automate your Agency
Practical advice in short episodes for growing businesses
Online Community
Join other leaders who are interested in maximizing efficiency through technology
Tools & Demos
Get platform suggestions to personalized automation ideas
Blog
Practical insights and expert advice for building systems that scale
Get Started
Podcast
Automate Your Agency
Learn proven automation strategies and B2B business tactics from industry experts. Weekly insights to scale your agency and streamline operations.
Latest Episode
Monday.com Magic: AI-Powered Project Set Up
October 13, 2025
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All Episodes
How do I improve my employee onboarding by 800% using automation, personality playbooks, and ClickUp, Asana, and Monday?
Listen
How do I run more ultra-productive meetings (and know when one isn't needed?
Listen
Delegation made easy: how to track & leverage your team’s skills using ClickUp, Asana, and Monday
Listen
How do I reclaim an hour a day to work on my business?
Listen
What do you really need in order to start automating processes?
Listen
How do I track all client data in one place using ClickUp, Asana, and Monday?
Listen
How do you overcome holding the knowledge in your head causing a bottleneck in your business?
Listen
How to create custom proposals in seconds using a CRM and proposal template
Listen
Do you need a Project Manager or better ClickUp, Asana, and Monday training to run projects smoothly?
Listen
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