From SaaS Exits to Systems Mastery: Alane Boyd on Automation and Growth

Alane Boyd

Alane Boyd is a serial entrepreneur and workflow automation expert with more than 20 years of experience. She has founded and exited several SaaS companies, holds advanced degrees in mathematics and management, and has helped countless businesses streamline operations through documentation, project management systems, and automation. Today, as the co-founder of Biggest Goal, she specializes in creating scalable systems by integrating SOPs, workflow design, and AI-driven tools. Beyond her technical expertise, Alane is passionate about showing leaders how processes can create freedom, reduce chaos, and increase company valuation.

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Here’s a glimpse of what you’ll learn: 

  • [02:26] Alane’s early drive to be an entrepreneur and lessons from her father’s example
  • [03:58] The emotional challenges after selling a company and rediscovering purpose
  • [06:16] Why community groups like EO and Goldman Sachs’ 10,000 Small Businesses changed her life
  • [06:42] Building a company on Asana, ClickUp, and Monday with strong SOPs
  • [08:13] Why entrepreneurs who resist processes are “investing in chaos”
  • [10:13] How documentation saves time and boosts valuation
  • [11:24] Automating client onboarding for speed and better customer experience
  • [13:35] Where automation ends and human validation is essential
  • [15:19] Why workflows must be documented before automation
  • [17:25] Using “future state” mapping to balance automation and human steps
  • [19:00] How AI and AI agents elevate business operations

In this episode:

Many entrepreneurs dream of selling their companies, but what happens after the exit? In this episode of Systems Simplified, host Adi Klevit interviews Alane Boyd about her journey of building and selling SaaS businesses and how rediscovering her love for processes and automation helped her find new purpose.

Alane shares the emotional toll of selling a company, including isolation and depression, and how she rebuilt by focusing on what she enjoyed most: systematizing operations. She and Adi explore why documenting workflows is the non-negotiable foundation for scaling, how SOPs create company value, and how automation paired with human validation can drastically reduce wasted time. From client onboarding to AI-powered proposals, they discuss how the right balance of processes and innovation creates efficiency, freedom, and growth.

Resources mentioned in this episode:

Quotable Moments:

  • “If you resist processes, you’re investing in chaos — and that chaos weighs on the organization.”
  • “At a minimum, documenting SOPs saves 20 minutes per day per employee. Scale that across a team, and the time savings are massive.”
  • “Automation gets you 80 to 90% of the way there, but human validation ensures quality and trust.”
  • “We don’t automate anything until it’s been documented and done manually. Without clarity, automation just creates more problems.”
  • “When you lack a peer community, you feel isolated. Joining groups like EO changed my life.”
  • “Processes aren’t restrictive; they’re what give you freedom as a business leader.”
  • “AI won’t replace people, but it will replace parts of your job you don’t enjoy, like data entry.”

Action Steps:

  1. Document workflows before automating to avoid costly mistakes.
  2. Use project management tools like Asana, ClickUp, or Monday to create accountability and reduce chaos.
  3. Build a peer community to avoid isolation and gain fresh perspective.
  4. Focus automation on high-impact areas such as client onboarding.
  5. Always include human validation to ensure accuracy and trust.
  6. Map your “future state” to guide the right mix of automation and manual steps.
  7. Embrace AI to handle repetitive tasks so your team can focus on higher-level work.

Sponsor for this episode:

This episode is brought to you by Business Success Consulting Group.

At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.

Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.

We provide business owners, entrepreneurs, and key executives with six phases to success, along with the long-lasting systems necessary to support business expansion. 

So, what are you waiting for? Do yourself a favor and cut the chaos out of your business.

Visit bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.

From SaaS Exits to Systems Mastery: Alane Boyd on Automation and Growth

Host: Adi Klevit

Founder: Business Success Consulting Group

Adi is passionate about helping businesses bring order to their operations. With over 30 years of experience as a process consultant, executive and entrepreneur, she’s an expert at making the complex simple. Adi has been featured on numerous podcasts and delivered many webinars, and live workshops, sharing her insights on systematizing a business. She also hosts The Systems Simplified Podcast, publishes a weekly blog, and has written numerous original articles published on Inc.com.

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