Align Your True North

Ever find yourself putting out fires all morning, doing a little marketing, a little sales, then jumping in to save a client, and realizing you never once sat in the CEO seat? Sound familiar? That exact trap is why I built myself a board of directors, and today I'm pulling back the curtain on how I actually use it every single week.Here's the honest truth: building cool things in AI is fun, but if you never use them, they aren't moving the needle. So every Monday I run a board meeting skill inside Claude with the mentors I look up to (Taylor Welch, Seth Godin, John Maxwell, Dan Martell, and Cody Sanchez). It pulls my real context from Granola, ClickUp, and Google Calendar, then my board weighs in, agrees, disagrees, and hands me one decision to commit to by Tuesday. Because a regular chat with AI just tells you everything you're doing is amazing, and a real board looks at your business from different angles and keeps you honest.By the end you'll know exactly how to set up your own AI board, run a weekly meeting that pulls your real context, use a True North brief to stay accountable to your quarterly goals, and finally quiet the shiny object syndrome that keeps founders busy but not productive. Remember, the build was never the bottleneck. Strategy first, then AI second!Takeaways: Why a board of directors keeps you in the CEO seat instead of stuck in the weeds How to run a Monday board meeting skill that pulls your real business context The connectors that give Claude your meetings, tasks, and calendar Why a board beats an AI that agrees with everything you say Using a True North brief to stay accountable and dodge shiny object syndrome Links referenced in this episode:Join the Ops Yacht Club (free) and grab the Monday Board Meeting skillStrategic AI CrewCompanies mentioned in this episode: Claude Granola ClickUp Google Calendar Mentioned in this episode:Become a Member of the Ops Yacht ClubI've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com

Ever look at your business on paper and think it should feel a whole lot easier than this? Revenue is up, the team is bigger, the milestones are checked off, and you are still working ten-hour days as the person every question comes back to. Sound familiar? Here is the uncomfortable truth: you did not build a business, you built the highest paying, hardest job you have ever had. And it is because every system you built quietly has the same owner. You. In this episode I break down the four parts of every system (input, process, output, and feedback), a fast way to spot the fifteen or twenty systems that are secretly yours, and the real difference between an AI tool and an AI crew member. The shift almost nobody talks about? The systems that eat your day do not need another hire to own them. They can be owned by a trained AI crew member whose whole job is that one system, running whether or not you remember it exists. I also share the exact line I use to decide what goes to AI and what stays with a human. By the end you will know how one owner went from fifty-hour weeks to five (with revenue holding steady around 1.4 million dollars) and the four steps to hand off your very first system this way. Strategy first, AI second, every time. Grab your favorite drink and let's get you out of the weeds. Takeaways: Every system has four parts, input, process, output, and feedback, and every one of them has an owner If you never decide who owns a system, you become the owner of all of them by default An AI tool produces when you ask; an AI crew member owns the output because you taught it what good looks like once Hand AI the repeatable doing like first drafts, reporting, and follow-up, and let your people rise to the thinking You get your life back when your systems have an owner that isn't you, not when you hire more people Links referenced in this episode: Free Scale With AI Bootcamp Strategic AI Crew Companies mentioned in this episode: Scale With AI Bootcamp True North Strategies Mentioned in this episode:Become a Member of the Ops Yacht ClubI've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com

Ever wrap up a great meeting, recap everyone’s to-dos, feel super on top of it — and then show up to the next meeting and half of it never got done? Or maybe you’re the one spending an hour after every call typing tasks into ClickUp so nothing slips through. Sound familiar? Trust me, there’s a better way, and it doesn’t involve you touching your task manager at all. Today I’m showing you how to turn the things you SAY in a meeting into real, assigned, due-dated tasks — automatically.We’re building this with three tools: Granola (my favorite AI notetaker, because it never actually joins your Zoom call), ClickUp (or Asana, or Monday, whatever you already use), and Claude. But here’s the part most people skip — strategy first, AI second. Before we prompt anything, we map how your meetings actually work: which meeting feeds which list, who owns what, and the one rule I never break — every task gets an assignee AND a due date (no date given? default it two days out). Then I’ll show you how simply SAYING those tasks out loud in your recap is enough for Granola to catch them.From there we head into Claude Cowork, connect Granola and ClickUp, write the prompt once, and test it on your last meeting. The magic moment? Telling Claude to run it on a schedule — every Monday at 10, it reads the transcript and drops every to-do into your task manager while you go do literally anything else. And if you’ve got a team, this is how you finally get visibility on who’s doing what and what’s slipping. By the end you’ll have a hands-off system that builds your tasks for you. Hit play, and remember: strategy first, AI second, every time!Takeaways: Granola captures your meetings without ever joining the call, so you skip the robot-in-the-room awkwardness and still get every note Say your tasks out loud in the recap and your AI notetaker grabs them, so you create tasks just by talking Every task needs an assignee AND a due date, and if you never said a date, default it to two days out Map which meeting feeds which list before you prompt Claude, because strategy first, AI second is what makes the automation actually work Schedule Claude in Cowork to read the transcript every week and build your tasks on autopilot, even across a whole team Links referenced in this episode:Join the Ops Yacht Club (free community)Companies mentioned in this episode: Granola Claude / Claude Cowork ClickUp Asana Monday.com Zoom Mentioned in this episode:Become a Member of the Ops Yacht ClubI've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com

You know that feeling. You're paying for Zapier every month, something quietly breaks, and an automation you forgot you even had just stops working. You poke around, you can't figure out why, and you start wondering if you need to hire someone just to keep the duct tape together. Every entrepreneur Brooke talks to has the same love-hate relationship with it. Sound familiar? In this episode, Brooke walks you through Relay: her own version of Zapier, built with Claude. She shows the exact automation that gives her Inner Circle members access inside Heartbeat the moment a tag drops in Ontraport, then opens the hood on how you can build the same kind of thing for your own business. Two programs talking to each other and doing a task, without the per-zap pricing and the mystery breakages. The best part? Because it runs straight through the API, she can actually do more than Zapier ever let her. You'll hear how the Relay kit reads every Zap you already have and rebuilds it for you, how to get Claude to walk you through any setup step by step (even the scary API bits), and the real game changer: Claude watching your automations and fixing the errors before they ever shut you down. By the end, you'll see why this might replace a whole lot more than your Zapier bill. Strategy first, AI second, every time! Takeaways: Build your own version of Zapier with Claude and stop paying per zap just to connect your favorite tools Connect tricky platforms like Ontraport and Heartbeat through the API, so you can do more than Zapier allows Let the Relay kit read every Zap you already built and rebuild it for you, connections and all Ask Claude to walk you through any setup step by step, even when an API key makes your eyes glaze over Have Claude watch your automations and fix the errors on its own before a broken workflow quietly shuts off Links referenced in this episode: Strategic AI Crew (build it with us, step by step) Companies mentioned in this episode: Zapier Claude / Claude Code Ontraport Heartbeat Make Integrately Visual Studio Code Google Calendar Jotform TidyCal Mentioned in this episode:Become a Member of the Ops Yacht ClubI've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com

Sound familiar? You set big goals back in January, and now it's the middle of the year and you're nowhere near where you wanted to be. Trust me, you are not alone, and it's almost never because you didn't work hard enough. It's because the plan never got broken down into something you could actually do. "If you fail to plan, you plan to fail" is a cliché for a reason, so in this episode we fix the plan itself.I walk you through a free Claude skill for annual planning that you can grab inside our free community, the AI Ops Yacht Club. It interviews you about last year (your revenue, your wins, your misses), pulls out what to start, stop, and keep, then builds your theme for the year, your goals, your metrics and targets, and the resources you'll actually need to hit them. From there it cascades everything down into quarters and even hands you a one-page plan you can share so your whole team is rowing in the same direction. Every business needs a visionary AND an integrator, and this is how Claude can play that strategic-partner role for you.By the end you'll know how to upload and run the skill, how to feed it your existing business knowledge through a Claude project, and how to pair it with the quarterly planning skill so big goals turn into daily action. We create it on paper first, then call it into existence, eating the elephant one bite at a time. This is what working strategy first, AI second actually looks like, and it's a game-changer for visionary (and ADHD!) business owners.Takeaways: An annual plan gives you the mission, vision, and path that your quarterly plan needs to even make sense Start, Stop, Keep (straight from EOS) turns last year's wins and misses into next year's direction A real plan names the goals, metrics, targets, AND the time, money, and people each one requires Cascade the year into quarters, then into daily to-dos in ClickUp, or the goals never get done Drop your annual plan into a Claude project so every future task gets checked against your goals Links referenced in this episode:Join the AI Ops Yacht Club (free) + grab the annual planning skillCompanies mentioned in this episode: Claude Claude Code Cowork ClickUp EOS AI Ops Yacht Club Mentioned in this episode:Become a Member of the Ops Yacht ClubI've created a free community where we are posting job opportunities for people just like you! Inside the community we also have trainings on how to structure your packages to better serve your clients, help with how to do discovery or strategy calls and give you ideas on where to find your next client. We'd love to have you a part of the community. You can join at www.opsyachtclub.com