🎙 Episode Title
Stop Chatting With AI and Start Building With It
🎯 Episode Summary
Most businesses are already using AI.
But if your process still looks like this, open a chat, type a prompt, copy the answer, paste it somewhere else, then repeat the whole thing tomorrow, AI is still depending on you to move the work forward.
In this episode of PROFIT With A Plan, Marcia Riner talks with Alane Boyd, Co-CEO of Biggest Goal, about what happens when you move past basic AI chat and start building AI into the way your business actually operates.
Alane breaks down how Claude Cowork can connect to your files, email, project management tools, and other platforms, then use reusable skills, plug-ins, and scheduled tasks to handle repeatable work more consistently.
She also shares real examples from her own business, including automating client call follow-up, updating project systems, preparing sales information, creating CPA-ready spreadsheets, and building daily meeting briefs before her workday begins.
The big takeaway is simple: AI becomes far more valuable when it stops being another place to ask questions and starts becoming part of your workflow.
EP357 Profit With A Plan Podcast
Release date: August 25, 2026
Guest: Alane Boyd, Co-CEO of The Biggest Goal
Host: Marcia Riner, business growth strategist, CEO of Infinite Profit®️
🎥 What You’ll Learn
- Why AI chat often creates only small efficiency gains
- How Claude Cowork differs from browser-based AI chat
- How to give AI better business context without constantly retraining it
- What connectors, skills, and plug-ins can do inside your workflow
- How AI can handle post-call follow-up, CRM updates, and project tasks
- How scheduled tasks can prepare work before you even ask for it
Alane explains that chat still relies on the user to initiate the interaction, take the output, and manually move it elsewhere, which is why she considers much of that use “micro-efficiency” rather than true operational improvement.
⏱️ Timestamp Highlights
[03:41] Why AI chat is still only the beginning
[07:07] Moving from browser chat into Claude Cowork
[11:46] Giving AI better business context
[14:34] Connectors, skills, and repeatable workflows
[20:16] Turning weeks of manual research into a finished spreadsheet
[25:35] Security, permissions, and protecting business data
[30:36] Using scheduled AI tasks to prepare your day automatically
🔗 Resources & Links
Biggest Goal
https://biggestgoal.ai
Free Claude Cowork Masterclass
https://your.biggestgoal.ai/c/claude-cowork-masterclass/
Alane’s free training includes 26 lessons designed to help users set up Claude Cowork, configure the Claude.md instructions file, and start creating skills instead of relying only on chat.
💼 About Marcia Riner & PROFIT With A Plan
Marcia Riner is a Business Growth Strategist and the Profit Booster behind Infinite Profit.
Each week on PROFIT With A Plan, Marcia shares practical strategies, expert insights, and real-world ideas to help business owners increase revenue, improve profitability, and build a stronger, more valuable business.
Learn more at:
https://infinite-profit.com
🚀 Profit-Driven Resources
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