Systems Simplified
Adi Klevit
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This is the Systems Simplified podcast where we feature top leaders who share stories on how to successfully systematize a business.
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1 day ago
The Value of a Support System With Leslie Harpole
Leslie Harpole is the Co-owner of Champion Plumbing, a residential plumbing service business she started with her husband, Brent. The company services Oklahoma City and the surrounding areas. After leaving her job as a Land Technician at Red Sky Land, LLC, Leslie channeled her passion for her community and other local businesses to start Champion Plumbing. In this episode:
While technical systems and processes are integral to a company’s operational efficiency, support systems allow entrepreneurs to build and scale their businesses. Learn how a network of supportive consultants and executives helped a trade entrepreneur advance her passion.
As a tenacious tradeswoman managing a plumbing company with her husband, Leslie Harpole channels her strategic drive and personal and professional support systems to build her business into an influential empire for her family and the community. But business challenges can interfere with your personal life, so Leslie urges you to divide time between your family and strategic idea-sharing with your support network.
In today’s episode of Systems Simplified, Adi Klevit hosts Leslie Harpole, the Co-owner of Champion Plumbing, who shares her passion for building a lasting business in the trades. Leslie talks about her inspiration to launch a podcast, how she founded and scaled Champion Plumbing, and the difficulties of managing a company with a spouse.
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3 days ago
The Importance of Systems for a Smooth Business Transaction With Todd Taskey
Todd Taskey has been an entrepreneur, business owner, investment banker, and business finance advisor for over 20 years. He is the M&A Advisor at Potomac Business Capital, where he helps CEOs and entrepreneurs maximize their company’s value and develop a successful exit strategy. His specialties include M&A, strategic acquisition, divestitures, and more.
In addition to his role at Potomac Business Capital, Todd is an angel investor at multiple companies, including Zoomph, Whitebox Inc, and RightEye LLC. He is also the host of the Second Bite Podcast, where he talks with top CEOs and entrepreneurs about creating valuable companies through creative transactions. In this episode:
One of entrepreneurs’ standard desires is attaining the freedom to work when and where they want. Selling and exiting your business is a viable option, but it requires extensive due diligence and a systematic process to execute effectively. How can you source and finalize optimal acquisitions?
According to seasoned M&A advisor Todd Taskey, the buyer acquires 100% of the business in an ideal transaction while the seller maintains equity in the new company. This can be accomplished through a private equity acquisition or by partnering with a company that specializes in your industry. Before executing any deal, Todd emphasizes maintaining your organization’s quality by implementing processes to systematize operations and finances.
In today’s episode of Systems Simplified, Adi Klevit is joined by Todd Taskey, the M&A Advisor at Potomac Business Capital, who details the components of a successful business transaction. Todd also explains how to evaluate potential companies for acquisition, the road to post-acquisition freedom, and the ideal time to exit a business.
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Sep 22, 2023
Systems for Engaging and Generating Leads With Alex Rodriguez
Alex Rodriguez is the President of YMMY Marketing, a creative lead-generation agency. He helps growth-oriented businesses acquire intent-filled leads and revenue opportunities. As a speaker and creative strategist, Alex has over two decades of experience generating leads. He is also the author of the best-selling book Digital Bacon and Sell You Before You Sell. In this episode:
When it comes to lead generation, marketers and business owners often invest in digital or social media advertising arbitrarily, lacking a well-defined strategy and losing potential clients in the process. Today’s guest shares proven systems to engage and generate qualified leads.
According to seasoned marketer Alex Rodriguez, the main objective of lead generation is to deliver value to potential customers or clients. When prospects display interest in your product or service, you can identify a need or problem they face and offer affordable and low-friction solutions. The lead generation process involves advertising on three channels. Marketing on organic channels like podcasts boosts discovery and brand awareness, while paid digital channels allow you to share common customer experiences. By combining these channels with personal channels like your website, you can assess lead engagement and ROI effectively.
In this episode of Systems Simplified, the President of YMMY Marketing, Alex Rodriguez, joins Adi Klevit to talk about profitable lead generation systems. Alex describes the value of intent-based leads, the do’s and don’ts of paid lead generation, and automated systems for lead engagement.
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Sep 15, 2023
Systems, Processes, and Habits for an Enriching Entrepreneurial Journey With Victor Nunnemaker
Victor Nunnemaker is the Founder and Investor at Digital Porcupine, a website investing in the digital revolution. He is also the President-Elect of Entrepreneurs’ Organization (EO) San Francisco. With over 25 years of experience as an entrepreneur, Victor has held executive positions in public and private high-tech, biotech, and startups in Silicon Valley. As an avid investor in SaaS and other digital companies, his returns have exceeded 10x the average of their market indexes. In this episode:
People often believe that business owners are born successful. But entrepreneurs who have built companies from scratch have lived through adversity. How can you scale and exit your business to achieve full financial freedom?
After being raised in poverty and having launched, sold, and exited several successful businesses, Victor Nunnemaker is no stranger to hardships. His four-step system for entrepreneurship involves survival, stability, success, and service. Establishing and selling a company with those key components requires embracing your adversities, taking the initial step to execute your ideas, gaining financial clarity, and implementing systems and processes to prepare for a sale.
Tune in to this episode of Systems Simplified as Victor Nunnemaker, Digital Porcupine’s Founder and Investor, joins Adi Klevit to talk about the systems for a rewarding entrepreneurial journey. Victor shares his habits for success, how he remains goal-oriented, and the value of intentionality and learning from others.
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Sep 13, 2023
Incremental Systems for Hiring and Task Delegation With Brett Trembly
Brett Trembly is the Co-founder and CEO of Get Staffed Up, a staffing agency helping lawyers at small and mid-size firms hire off-shore, full-time virtual assistants. He is also the Founding Partner of Trembly Law Firm, where he resolves businesses’ legal issues. As a practicing lawyer, Brett has been named a Super Lawyers Rising Star in Florida for three years and is the former President of the Miami Kendall Bar Association. In this episode:
Startup entrepreneurs often take on multiple responsibilities while scaling their companies simultaneously. Consequently, they find themselves in an endless cycle, unable to catch up. How can you delegate your tasks to qualified professionals?
According to attorney and recruitment expert Brett Trembly, time is an entrepreneur’s most valuable asset. He has developed a 24-month hiring process for business owners to protect their time and focus on growth. This roadmap involves hiring virtual assistants gradually and systematically, beginning with an executive assistant to relieve you of minute tasks. From there, you should hire a receptionist, a marketing assistant to develop a system for generating conversions, an intake coordinator, a billing clerk, a secretary, and a client concierge.
In this episode of Systems Simplified, Brett Trembly, the Co-founder and CEO of Get Staffed Up, is back to speak with Adi Klevit about developing a hiring system for business growth and freedom. Brett talks about the business principles outlined in his book, how to reshape your perspective about delegating, and the role of a client concierge.
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Sep 8, 2023
Automated Processes for Software Integration With Jamie Royce
Jamie Royce is the Founder and CEO of MindCloud, a software company that builds and maintains custom connections between software and other platforms. He is also the Owner of Royce Enterprises, LLC, which works with companies to build tailored software solutions. With over 25 years of software engineering and sales leadership experience, Jamie helps business leaders scale with automated workflows. In this episode:
In many organizations, data is scattered throughout multiple software systems, and integrating it necessitates frequent transfers. But most software isn’t homogenized to handle the demand, and staff are stuck in the minutiae of repetitive tasks. How can you streamline communication between software systems and automate your workflow processes?
Manual workflows can cause errors when team members input duplicate or incorrect data from disconnected software systems. To avoid data silos, software enthusiast Jamie Royce says to develop a process that identifies the workflows that must be automated. But this process can become jumbled if your software isn’t integrated together, so Jamie advises grouping these systems by function to minimize redundancies.
In this episode of Systems Simplified, Adi Klevit interviews MindCloud’s Founder and CEO, Jamie Royce, about automating workflows and integrating software systems. Jamie explains how automation leads to increased efficiency and profitability, frequent data automation challenges, and common use cases for automation.
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Sep 1, 2023
Simple Systems for Enhancing Gross Profits With Greg Crabtree
Greg Crabtree, CPA, is the Founder of CRI Simple Numbers, a business profitability consulting and advisory firm providing tax and accounting services to entrepreneurs and businesses. As a serial entrepreneur, he founded Crabtree, Rowe & Berger, PC, an accounting firm focused on entrepreneurs’ business needs and growth strategies, which merged with CRI in 2019. Greg is the co-author of Simple Numbers, Straight Talk, Big Profits, which covers core principles for building business wealth. In this episode:
Most entrepreneurs aren’t financially savvy. When determining their company’s profitability, they often analyze inaccurate data without understanding its implications. What metrics should you evaluate to develop a simple system for scaling your business?
As a CPA and financial strategies expert, Greg Crabtree knows that focusing solely on revenue is futile. Instead, businesses must measure and optimize gross profit margins by calculating revenue and subtracting associated costs. Your ideal gross profit margin should be $2 for every dollar of labor, so you must maximize productivity and efficiency to maintain your profit goals. Greg recommends creating a system that incorporates these metrics for operational success.
Greg Crabtree, the Founder of CRI Simple Numbers, joins Adi Klevit in this episode of Systems Simplified for a conversation about gross profit margins. Greg talks about the importance of optimizing price, productivity, and people, his processes for increasing cash flow and labor efficiency, and fundamental financial metrics.
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Aug 30, 2023
Video Marketing, Outreach, and Follow-Up Processes for Relationship-Building With Ruben Dua
Ruben Dua is the Founder and CEO of Dubb, a sales operating system that helps small and medium-sized businesses to Fortune 500 teams scale revenue with the power of data, automation, and video. Ruben hosts Connection Loop, an interview-style show that helps business people improve their branding, sales, marketing, and communication. He is also the author of Click Record: How Overcoming Fear, Storytelling, and Video Marketing Can Change Your Life. Before Dubb, Ruben was responsible for demand generation and corporate marketing for the enterprise segment of Scorpion. In this episode:
When marketing a business, many entrepreneurs are apprehensive about conducting outreach strategies, especially if they involve cold-calling or emailing. But even more uncomfortable is video marketing, as many fear public speaking. How can you develop thorough systems and processes for marketing and outreach?
Video marketing enthusiast Ruben Dua says that trepidations about cold outreaches and messaging can be eliminated through personal connections. For outreach and follow-up processes, this means delivering value by displaying empathy and understanding the client’s needs and problems. This may involve communicating through multiple channels to expand your reach. To enhance your video marketing, Ruben emphasizes remaining consistent and persistent in your efforts. Developing authentic scripting and calls-to-action are also crucial in this process.
Listen to this episode of Systems Simplified as Adi Klevit sits down with Ruben Dua, the Founder and CEO of Dubb, to discuss video marketing and outreach tips. Ruben shares entrepreneurs’ most common video marketing mistakes, how to conduct sales follow-ups, and how the Dubb tool encourages personal connections.
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Aug 25, 2023
The Eight-Step System for Eight-Figure Agency Growth With Jason Swenk
Jason Swenk is the Agency Advisor, Coach, and Mentor at Agency Mastery 360, which guides agencies through a proven framework to scale easier and faster. As one of the world’s most sought-after advisors for agencies, he has developed an eight-system framework for growing two agencies from nothing to eight figures helping brands like AT&T and Hitachi. Jason hosts the Smart Agency Masterclass, the #1 podcast for digital marketing agency owners. In this episode:
For digital marketing agencies, scaling to over $1 million in revenue is complex and intricate. It requires implementing sound processes to build trust, sell your services, and generate leads. Today’s guest offers demonstrated systems for growing your agency to eight figures and beyond.
As one of the world’s most trusted agency advisors, Jason Swenk has built, scaled, or sold two top-performing agencies using his tried-and-true eight-step process. When starting out, it’s essential to identify and communicate a growth vision to your team. This allows you to position your business effectively to your target audience and craft an offer that demonstrates value. Referrals are no longer viable in the next stage of growth, so you must form strategic partnerships to generate a steady flow of leads. Strategic scaling also necessitates replicating reliable sales systems, enhancing operations, and motivating leadership teams.
In this episode of Systems Simplified, Adi Klevit welcomes Jason Swenk, the Agency Advisor, Coach, and Mentor at Agency Mastery 360, who shares proprietary, actionable agency growth systems. Jason talks about his journey to agency ownership, how he scaled his agency from zero to eight figures, and his eight-step agency scaling process.
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Aug 18, 2023
Tested Lead Generation Systems for Any Business With Phil Smith
Phil Smith is the CEO of All in One Marketing, which helps companies scale their digital marketing efforts. He is also a serial entrepreneur, speaker, author, and lead generation and digital marketing consultant. With 25 years of entrepreneurial experience, Phil has sold four companies and consulted for large corporations, including IBM, Intel, AT&T, and HP. In this episode:
Lead generation can be overwhelming. You must identify relevant prospective customers for your sales funnel. Learn proven lead generation systems from a nationally recognized serial entrepreneur.
For digital marketing consultant Phil Smith, lead generation involves driving traffic and monetizing prospects by selling pertinent products and services. The foundational processes for this business growth method entail filtering qualified leads that align with your business goals, implementing targeted messaging, creating systems for automated marketing strategies, and measuring conversion rates.
Tune in to this episode of Systems Simplified as Adi Klevit hosts Phil Smith, CEO of All in One Marketing, who shares proprietary lead generation systems. Phil discusses how he manages a single-employee company, how to follow up with leads, and his ideal client base.
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Aug 16, 2023
Efficient and Automated Systems for Building a Sales Business With Lisa Catto
Lisa Catto is the CEO of The Business Catalyst, a leading independent automation company strategizing the design and implementation of the customer journey. With over 25 years of experience in digital marketing, Lisa has worked on campaigns for prominent brands, including Adidas, Nestle, Kellogg’s, Quaker, and Sony. As a Keap Certified partner, Lisa designs, implements, and manages campaigns and strategies to help businesses streamline their CRMs, sales funnels, and marketing. In this episode:
If you want to grow your sales business, implementing consistent processes and hiring strategic partners to execute them is critical. So how can you boost efficiency in your firm?
As a productivity and automation aficionado, Lisa Catto advises forging intentional alliances with executives who share your values, align with your culture, and complement your skills. This ensures you can document and apply organized systems. When creating these procedures, Lisa says to identify inefficient areas and provide team accountability to ensure follow-through.
In this episode of Systems Simplified, Adi Klevit welcomes Lisa Catto, the CEO of The Business Catalyst, who shares tactical processes for maximizing company efficiency. Lisa talks about her team buy-in strategies, how to align strategic partners with business culture, and proprietary systems for relationship-building.
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Aug 11, 2023
The Intersection of Passion and Process With Andrea Heuston
Andrea Heuston is the Founder and CEO of Artitudes, a 100% woman-owned, full-service, creative communications firm helping executives lead powerful branded speaking engagements. She is also the Founder and CEO of the Lead Like a Woman podcast and movement, which elevates inspiring women leaders’ voices. As an entrepreneur, bestselling author, speaking coach, and keynote speaker, Andrea has spent 20 years coaching founders, leaders, and executives at Fortune 500 companies to build captivated audiences. In this episode:
When building a business, most entrepreneurs are either visionaries or integrators — those who plan ideas and those who execute them. Visionaries often lack the conviction to adopt processes for effective implementation. Today’s guest shares how she harnessed her passion to overcome reservations about systems and processes.
After developing a speaker platform to elevate women leaders, entrepreneur and leadership facilitator Andrea Heuston outsourced a development team and an executive assistant to launch the platform. But with a predetermined mission and specified guidelines, Andrea recognized the importance of transparent communication and processes. Establishing well-documented and defined systems allows you to delegate tasks to focus on your passions.
In this episode of Systems Simplified, Andrea Heuston, the Founder and CEO of Artitudes and Lead Like a Woman, joins Adi Klevit to explain how she aligned her passion with processes to build and scale multiple businesses. Andrea shares the genesis of the Lead Like a Woman SpeakHer platform, the importance of organized processes for effective communication, and her entrepreneurial journey.
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Aug 4, 2023
Small Business Growth Systems: How To Boost Profit and Decrease Expenses With Byron Wolfe
Byron Wolfe is the Founder of CFOAF, a fractional CFO services and business consultancy firm specializing in small businesses. He is also the CFO of Black Tie Moving, an Inc. 500 company and the fastest-growing, privately owned relocation business in the US. As a licensed CPA, Byron has over 14 years of analytical leadership experience in financial reporting, accounting, treasury, and human resources. He also serves as a fractional CFO for multiple companies in various industries, including construction, networking, the Metaverse, and content creation. In this episode:
As small businesses reach the next stage of growth, they often become stagnant and lack adequate cash flow. This is because business owners focus too much on the minutiae of daily tasks rather than implementing systems to scale. How can you manage your expenses to sustain long-term profit?
According to CPA, CFO, and serial entrepreneur Byron Wolfe, working on your business to scale requires recognizing that revenue inc…
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Aug 2, 2023
LinkedIn Processes for Outreach Campaigns With Rachel Guo
Rachel Guo is the Founder and CEO of Specialty Coaching Academy, which helps professional coaches and B2B consultants build a revenue-generating coaching business using LinkedIn. She grew the consultancy from $0 to $3 million with a 75% profit margin within 18 months. Before founding Specialty Coaching Academy, Rachel was a career coach and strategist at Elegance Enhanced Coaching. In this episode:
Do you want to grow your business exponentially with a steady lead system? Many entrepreneurs rely on referrals to acquire new customers. But this is a lengthy and undetermined process. How can you leverage outreach strategies instead?
Professional coach and consultant Rachel Guo has developed a three-tiered process for generating leads through LinkedIn. First, identify and target your ideal client who can benefit from your services. It’s also critical to craft an enticing and relevant message that focuses on solving your audience’s core problem rather than pitching your services. Add…
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Jul 28, 2023
Time Management and Goal Setting Systems With Brett Knopf
Brett Knopf is the Founder of KnopfKnows Solutions, a performance coaching business where he works with CEOs, founders, sales leaders, and entrepreneurs. With over two decades of coaching experience, he helps individuals and companies elevate their leadership and sales skills to maximize personal effectiveness for optimal outcomes. He has coached thousands of sales professionals and leaders on building and maintaining a successful business through diverse strategies, including behavioral psychology, personal development, networking, and goal setting. In this episode:
Most entrepreneurs perform on autopilot, completing daily tasks arbitrarily rather than maximizing their time to accomplish predetermined goals. What processes can you leverage to incorporate intentional activities into your day?
Performance sales coach Brett Knopf has created a systematic approach to monitor and evaluate time management, productivity, and personal development. He advises documenting daily productive act…
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Jul 21, 2023
A Private Equity Investor’s Systems for Business Valuation With Dan Bradbury
Daniel (Dan) Bradbury is the Co-founder and Managing Director of Dan Bradbury Ltd, which helps business owners grow their personal wealth and profits by maximizing their business value. He is an investor specializing in accelerating growth for seven-figure companies to over $10 million in yearly revenue. With over 15 years of business experience, Dan has founded, built, and sold two companies for seven figures and purchased five other businesses. In this episode:
Every business owner wants to scale, but not everyone is equipped to handle the demand. Augmenting organizational growth and value requires having a strategic business model, cultivating potential and ambition, and maintaining adaptability. What pragmatic systems can you implement to take your company to the next level?
Investor, advisor, and serial entrepreneur Dan Bradbury counsels developing businesses with sound processes. He has created and executed a ten-step proprietary system for conquering growth barriers to strengt…
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Jul 19, 2023
Documenting Processes to Divorce Yourself From Your Business With Charles Bender
Charles (Chuck) Bender is the Chief Executive Officer of Attentus Technologies, a leading managed IT services firm serving the Pacific Northwest. He is an experienced executive with a demonstrated history of working in the managed services and internet industries. Chuck is also the President of Skynet Broadband, a company that provides high-speed data, digital phone, and IT services to the Puget Sound region. He has been an active member of the Entrepreneurs’ Organization (EO) for over two decades and serves as its US West Regional Chair. In this episode:
According to a study published in Inc. magazine, 95% of entrepreneurs say freedom is their favorite aspect of business ownership. Yet separating yourself from your business requires self-discipline and process documentation. Even McDonald’s has a replicated process for making its signature burgers and fries. How can you relinquish your tasks so your company can operate independently?
Before embarking on an entrepreneurial adven…
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Jul 14, 2023
Developing Thorough Hiring, Training, and Onboarding Systems With Cindy Norcott
Cindy Norcott is the Founder and CEO of Pro Talent, a multi-award-winning recruitment agency placing talent in various roles throughout international companies. She is also the Founder and Chairperson of the Robin Hood Foundation, a nonprofit organization running various charitable initiatives.
As a qualified business coach with 29 years of experience, Cindy has won numerous awards for business excellence, including the Small Business Marketer of the Year award and Entrepreneur of the Year. She is the best-selling author of How to Be Unstoppable and Achieve More in Business and Life, which motivates entrepreneurs to achieve their goals through focus and discipline. In this episode:
In a scarce talent market, companies often sacrifice culture for skill, hiring only top executives in specialized disciplines to avoid expending valuable resources on training programs. But this harms organizations long-term. What processes can you apply to ensure an effective recruitment strategy?
Hiring…
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Jul 7, 2023
How To Scale Freely Through Systems and Processes With Dave Valentine
David (Dave) Valentine is the CEO of Avadel, an agency that helps people connect with their ideal prospective clients. He owns seven businesses that have collectively generated over $1 billion for over 1,000 clients, including major brands and Fortune 100 companies like Target, Time magazine, and American Express.
Having risked a heart attack from burnout at age 29, Dave realized he needed to scale his businesses without being overwhelmed by stress. Merging conscious capitalism with an unconventional marketing approach, Dave has rapidly grown his businesses by investing in people rather than paid advertising. In this episode:
If you own multiple businesses, you’ve likely experienced significant stress and burnout from managing operations independently. What incremental processes can you implement to relinquish your businesses in exchange for freedom and flexibility?
After being warned of the risk of a heart attack shortly before age 30, serial entrepreneur Dave Valentine began imp…
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Jul 5, 2023
Consumer Feedback Processes for eCommerce Marketers With John Li
John Li is the Co-founder of PickFu, a DIY consumer research tool providing unbiased customer feedback to improve decision-making. He is also the Co-founder of Menuism, a community of online restaurant menus. As a former Program Manager and Software Design Engineer for Microsoft, John understands the importance of market research and the consumer’s voice. In this episode:
Consumers are the essence of any digital marketing and e-commerce business, and their insights determine product and campaign performance. What processes can you implement to leverage customer perspectives for sales and revenue growth?
As an expert in market research, John Li recognizes the benefits of employing customer surveys and polls to generate feedback on business systems and ideas. When launching a new product, website, or marketing campaign, you can develop targeted survey questions that encourage consumers to vote on various options, harnessing the insights to create a customer-driven product or design…
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Jun 30, 2023
A Certified EOS Implementer’s Proprietary Task Delegation Systems With Eliot Wajskol
Eliot Wajskol is a Certified EOS Implementer at EOS Worldwide, the Entrepreneurial Operating System for businesses. As a recognized leadership team facilitator and coach, he helps growth-minded entrepreneurs, visionaries, and leadership teams solve root problems and lead more effectively. With 25 years of entrepreneurship, management, and operational experience, Eliot has helped launch, grow, and transform businesses from startups to $25 million in annual revenue. In this episode:
Frequently, business owners encounter barriers, including a lack of team enthusiasm, profitability, control, and vision alignment. Ideally, most entrepreneurs want companies to operate without them. So how can you transfer your responsibilities to capable professionals?
As an EOS expert, Eliot Wajskol encourages visionary entrepreneurs to take a systematic approach to task delegation, time management, and prioritization. This entails separating and ranking daily activities according to your talents, weakne…
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Jun 23, 2023
Leveraging Fractional CFOs to Develop Consistent Revenue Systems With Hannah Smolinski
Hannah Smolinski is the Founder and CEO of Clara CFO Group, a virtual CFO agency providing small businesses with financial clarity and profit maximization strategies. As a CPA, Hannah's professional experience with one of the world's largest accounting firms shaped her vision of bringing high-level financial expertise to the small business community. She founded Clara CFO Group to be a trusted resource for small businesses as they navigate key financial decisions, strive for sustainable revenue, and plan for scale.
In addition to her work with Clara CFO Group, Hannah also hosts a YouTube channel with over 50,000 subscribers, where she extends her mission of empowering small businesses. Through this platform, she shares financial strategies, best practices, and educational resources that assist companies in understanding their financial statements and achieving financial success. In this episode:
As businesses scale beyond $100,000 a year in revenue, overhead expenses become more freq…
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Jun 21, 2023
Franchising Systems for Success With Sadie Lincoln
Sadie Lincoln is the Co-founder and CEO of Barre3, a fitness company combining strength conditioning, cardio, and mindfulness for a balanced, full-body workout. Barre3 has grown to include more than 170 franchise studios managed by female entrepreneurs. Sadie has been featured on Inc. magazine’s Female Founders 100 list and NPR’s How I Built This. As a global spokesperson, she frequently speaks on topics including mindful leadership, the power of body wisdom, and redefining success in fitness. In this episode:
Growth-minded and visionary entrepreneurs often scale their companies singlehandedly. But this limits personal and professional freedom, so hiring seasoned professionals to execute your vision for the business is paramount. How can you systematize operations to franchise your organization effectively?
After placing too much pressure on herself to scale, Sadie Lincoln obtained counseling, peer support, and an executive coach to relinquish her tasks and begin the franchising…
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Jun 16, 2023
How Processes Promote Freedom and Growth With Lori Stickling
Lori Stickling is the Co-owner of Covenant Plumbing, which has provided world-class plumbing services since 2006. The company was voted the best local plumbing service in 2021 and 2022. In her role, she specializes in strategic small business management and marketing, sales, customer relationship management, communications, and human resources. Before Covenant Plumbing, Lori was a Business Analyst at State Farm, where she focused on PeopleSoft HR software. In this episode:
As a small business entrepreneur, you’ve likely struggled with time management, as it’s often difficult to juggle multiple operations and tasks simultaneously. How can you implement systems to delegate responsibilities, organize your business, and regain freedom?
Family business owner Lori Stickling found herself wearing too many hats. She implemented processes and software to transition into a management role and delegate tasks effectively. Consequently, Lori reclaimed control of her personal and professional…
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Jun 9, 2023
Optimizing Remote Work Systems Through Fractional Office Spaces With Amina Moreau
Amina Moreau is the Co-founder and CEO of Radious, an online marketplace that converts houses, apartments, and other residential properties into collaborative workspaces, rentable by the day. As a self-described chronic entrepreneur, she has built numerous companies, including Stillmotion, a five-time Emmy award-winning filmmaking company, Sway Storytelling, and Float Small Business. In this episode:
In the pandemic’s aftermath, hybrid and alternative work systems have become highly coveted. Yet there are societal discrepancies among these terms, causing some employees to feel lonely and companies to spend millions of dollars on underutilized office spaces. How can you redefine remote and hybrid work to foster a collaborative and uplifting culture?
As a practical visionary, Amina Moreau recognizes that most hybrid and remote systems are ineffective as companies find themselves bound by office leases, leading to uncompromising policies and a lack of productivity. She encourages busi…
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Jun 7, 2023
Building and Documenting Purposeful Processes With Pepe Marais
Pepe Marais is the Co-founder and Group Chief Creative Officer at Joe Public, a full-service agency and communication group supporting high-growth brands. Joe Public has been ranked as the #1 agency in South Africa for five years. In 2004, Pepe founded Joe Public’s CSR program, One School at a Time, an organization that creates exceptional education systems. He has received numerous local and international industry awards, including being ranked as the “Most Admired Creative Leader,” and has served on various judging panels and boards. In this episode:
As an advertising agency, creativity is a necessity. So when faced with implementing processes and procedures, many ad agencies reject the task, believing it restricts freedom and creativity. Conversely, business systems promote a sense of control through organization and consistency. How can you create and implement growth-oriented processes?
The leading advantage of procedures is that you can evolve them consistently to align w…
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Jun 2, 2023
Breaking the Barriers to Process Implementation With Jon LoDuca
Jon LoDuca is the Founder of PlaybookBuilder, a revolutionary knowledge management tool that helps drive higher results in organizations by supporting a continuous learning culture. PlaybookBuilder enables innovative organizations to onboard, train, and drive the adoption of their learning content and share it with team members, prospects, clients, and vendors. For the past 20 years, Jon has helped the top 1/4% of entrepreneurs to identify, package, and monetize their expertise. He is also the Founder and CEO of The Wisdom Link, Inc., an intellectual capital development company. In this episode:
Studies reveal that 40% of your day is spent unconsciously inside a process. Yet many business owners are reluctant to document and implement processes and procedures. What are the benefits of developing SOPs, and how can you alter your perspective to execute them?
Process pioneer Jon LoDuca lists three common reasons entrepreneurs neglect systems implementation. Most owners view this feature…
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May 26, 2023
Systematizing Investment Funding for Startups With Cara Turano
Cara Turano is the President and Executive Director of the Oregon Entrepreneurs Network (OEN), which helps entrepreneurs acquire capital to develop their businesses. As the Former COO of the Technology Association of Oregon, she has spent over 20 years in technology-related companies, including startups. As a non-profit executive and active community leader, Cara has been recognized as an Atlanta Business Chronicle 40 Under 40. In this episode:
Entrepreneurship is a rewarding process with opportunities for personal and financial freedom and relationship building. Yet, for many founders of emerging startups, access to capital is limited. How can you obtain adequate funding and invest in other startups to fuel systematic community growth?
As an advocate for entrepreneurship and community leadership, Cara Turano understands that not all funding is accessible and requires a process-oriented approach to obtain. Therefore, it’s essential to identify investors’ priorities and align you…
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May 24, 2023
Leveraging LinkedIn and Other Processes for Lead Generation With Thomas Helfrich
Thomas Helfrich is the Founder and CEO of Instantly Relevant, a progressive lead generation and MarTech (marketing technology) company helping businesses generate inbound leads from LinkedIn. With over 20 years of experience in consulting, marketing, and entrepreneurial executive coaching, Thomas has mentored hundreds of startup founders globally. He is also a LinkedIn influencer, international public speaker, social media figure, and a recognized thought leader in entrepreneurship, AI, and business leadership. In this episode:
When generating leads and brand recognition, many businesses employ traditional, antiquated strategies like cold outreaches. But this downgrades your brand to the spam category, reducing relevance and impact. What processes can you leverage to boost engagement and convert prospects into brand advocates?
For B2B companies, LinkedIn is ideal for acquiring new customers since it allows you to pinpoint and engage with your target audience and client profile. Thom…
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May 19, 2023
Executing the Business Succession and Transfer Process With Donald Bielen
Donald Bielen is the Principal of Perkins & Co, an accounting firm offering business transition and succession planning for large, privately-held business owners and their families. As a Certified Financial Planner (CFP), he specializes in ownership transitions, business successions, and wealth management planning. Donald has advised over 200 business transactions and succession plans for entrepreneurs across the US. In this episode:
Entrepreneurs who grew up in a family business form their identities around it. So when approaching retirement, they often delay the transfer and succession process. Additionally, these business owners struggle to establish their end goals for the company and themselves. How can you reconcile identity loss and define your post-transition objectives to plan effectively?
Transition planning advisor Donald Bielen instructs entrepreneurs to consider the individual and collective benefits of business succession. These may include enhanced quality of life and…
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May 12, 2023
Systemizing Business Costs by Capitalizing on Market Opportunities With Karl Maier
Karl Maier is the Founder and Group Facilitator at Abunden, which offers CEO roundtable groups to connect with like-minded leaders, break free from isolation, and gain insights to thrive. He has worked in various roles, including systems and processes, sales and business development, finance and accounting, and mergers and acquisitions. Karl is also the author of Surfing Economic Chaos, which guides companies to identify and leverage new opportunities. In this episode:
With globalization shifting, the economy is becoming increasingly volatile, and businesses are struggling to make a profit amid inflation and rising labor costs. How can you optimize your processes to adapt to these changes?
Karl Maier maintains that economic evolution is the most powerful asset for small companies since they can adapt effectively. He advises leveraging these opportunities by analyzing your sales processes, data, and profit sources. Since the labor market supply is declining, businesses should evaluat…
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May 10, 2023
Systems for Entrepreneurial Success and Advocacy With Heidi Ganahl
Heidi Ganahl is a serial entrepreneur, the 2022 Republican nominee for governor of Colorado, and the Founder and CEO of SheFactor, a lifestyle brand providing platforms for women in their 20s to live the lives they desire. She also founded Camp Bow Wow and the Fight Back Foundation and was a statewide elected official for the University of Colorado Board of Regents. Having built several impactful businesses, Heidi has received numerous awards and recognitions, including Fortune magazine’s “10 Most Promising Entrepreneurs” and Parade Magazine’s “Top Women Entrepreneurs in the Country.” In this episode:
Entrepreneurship is rewarding and provides a sense of purpose. But in today’s volatile political environment, small businesses often face extensive regulations and taxes. Additionally, business and entrepreneurship are no longer taught in public schools, so children lack the skills and knowledge to launch a company.
Prominent multi-business owner Heidi Ganahl not only deve…
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May 5, 2023
Processes for Delivering a Personal Pitch With Topher Morrison
Topher Morrison is the CEO of Topher Communications, a brand agency specializing in helping business owners develop their ideal pitch. He is also an Advisor at Fathom, a software company that has created video recording, transcription, and note-taking software for Zoom.
As the author of multiple books, Topher helps entrepreneurs achieve tangible, proven strategies to become influencers in their company, network, or industry. With over 35 years of experience as a professional speaker in the US, UK, Australia, and Singapore, he has earned a global reputation as an expert in mass communications. Topher has held speaking engagements for top executives with American Express, Microsoft, and Google, among others. In this episode:
When asked, “What do you do for a living?” many entrepreneurs reply with a vague or over-complicated response, causing confusion. Alternatively, while some business owners may deliver a clear and compelling pitch, they often lack the awareness to ensure consist…
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Apr 28, 2023
Experiential Systems for Multi-Business Success With Travis Luther
Travis Luther is the Founder of TrialLine, a SaaS-based interactive timeline software for attorneys in the legal industry. As a business and leadership advisor, Travis has over 25 years of experience in entrepreneurship. He is also an award-winning speaker and best-selling author, and his work has been featured in PBS, Forbes, and the Wall Street Journal.
Travis has been a member of the Entrepreneurs’ Organization (EO) for 10 years and is the President-elect of the Colorado Chapter. He is a past US National Chair for the Global Student Entrepreneurship Awards (GSEA), a program of EO. Travis is also the President of Law Father, an award-winning digital media agency for lawyers and law firms, and founded Queen Anne Pillow, a luxurious pillow company. In this episode:
Launching and running profitable businesses requires not only grit and tenacity but also a thorough understanding of pricing, P&L statements, and customer demands. Learn proven processes from a thriving entrepreneur who…
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Apr 26, 2023
Fractional Leadership and Other Systems for Business Growth With Adi Vaxman
Adi Vaxman is the CEO of Sheba Consulting, a boutique fractional leadership practice supporting organizations in all aspects of strategy, operations, people, technology, and growth. As a seasoned C-level executive, she has more than 25 years of experience leading technology organizations. Adi has served as COO for various startup and mature companies, expanded multinational businesses into global markets, created infrastructures enabling growth, and stabilized distressed organizations. In this episode:
If you’re struggling to scale your business, have you identified the obstacles? How can you streamline operations to advance your company to the next level?
C-suite executive Adi Vaxman has determined five significant growth inhibitors for small and medium-sized businesses. As you reach additional growth stages, your initial team is not always equipped to scale with you, but many companies hesitate to relinquish this talent in favor of innovative professionals. Adi recommends levera…
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Apr 21, 2023
Step-By-Step Processes for Writing an Authority-Building Book With Anna David
Anna David is the Founder of Legacy Launch Pad Publishing, which helps business owners write and publish books to elevate their authority. She is also the author of eight New York Times bestselling books. Through Legacy Launch Pad, Anna oversees many books that become Wall Street Journal and USA Today bestsellers, helping clients add six figures to their bottom lines by attracting high-quality leads. She has appeared in major news outlets, including Good Morning America, the Today Show, and The Talk, and has written for Playboy, Vanity Fair, and HuffPost, among many other publications. In this episode:
The average book sells 300 copies, but most don't receive acclaim in today's competitive publishing landscape. A distinguished book is systematic, relying on audience impact rather than generated sales. So how can you write a book to become a thought leader in your industry?
New York Times bestselling author Anna David says that while you can’t make money writing books anymore, you c…
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Apr 14, 2023
How Process Documentation Promotes Employee Morale With Leeatt Rothschild
Leeatt Rothschild is the Founder and CEO of Packed with Purpose, a certified woman-owned corporate gifting company creating social impact through gift-giving. Packed with Purpose ranked #149 in the Inc. 5000 Fastest-Growing Private Companies. She has over 18 years of experience at the intersection of business, sustainability, and brand purpose while empowering underserved women with job skills.
Passionate about social change, Leeatt serves as a board member for the Anti-Defamation League and is an advisory board member of Bright Endeavors. Before Packed with Purpose, she was the Vice President of Advisory Services at Mission Measurement, where she advised Fortune 500 Chief Sustainability Officers and executives on maximizing the impact and returns of their social responsibility initiatives. In this episode:
Carefully documented processes are the crux of any functional business as they promote operational efficiency and mitigate risks. How can you demonstrate the benefits of procedure…
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Apr 12, 2023
Processes for Gaining Clarity and Freedom From Private Practice With Jamey Schrier
Jamey Schrier, PT, is the Founder and CEO of Practice Freedom U, where he helps growth-minded practice owners, including physical and occupational therapists, build and scale their businesses while working fewer hours in the clinic. He owned a multi-clinic physical therapy practice for over 15 years, which he sold for 66% over market value. As a sought-after speaker, business expert, and bestselling author of The Practice Freedom Method, Jamey has spoken at industry conferences, including the Private Practice Section APTA Conference. In this episode:
If you’re a medical practitioner, you probably believe that by executing your craft, business management will come naturally. Yet many practice owners take on too many responsibilities, going into debt in the process. How can you extricate yourself from your clinical tasks and focus on personal and professional growth?
After working over 70 hours a week, struggling to attract and retain quality talent, and nearly losing his practice to…
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Apr 7, 2023
The Proprietary Process for Offboarding Yourself With Michèle Hecken
Michèle Hecken is an executive coach, serial entrepreneur, author, and speaker. She has over 25 years of experience running Alpha Translations Canada Inc., a global translation company she started when she was 23. Michèle has also been a member of the Entrepreneurs’ Organization (EO) for more than a decade. She successfully scaled her company before offboarding herself and selling it in 2019. In this episode:
Michael E. Gerber coined the phrase “work on your business, not in it,” but what does this actually mean? Many entrepreneurs structure businesses around their skills, leaving little room for freedom and a work-life balance. So how can you create the life and business you desire?
Michèle Hecken has developed a proprietary offboarding process that reaches beyond mere task delegation. The approach begins by permitting yourself to relinquish your responsibilities. Fully offboarding yourself entails developing a vision for your life and business by discovering your passions,…
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Mar 31, 2023
Developing Processes To Invest in Global Teams and Build Company Culture With David Nilssen
David Nilssen is the Co-founder and CEO of DOXA, which helps small to mid-sized organizations build highly-skilled global teams with the goal of scaling. David is also a member of the board of directors for Guidant Financial and Entrepreneurs’ Organization (EO). He hosts The Future Is Borderless podcast, where he features top thought leaders from around the world. David’s mission is to help entrepreneurs create the life they want through business success. In this episode:
When David Nilssen wanted to scale DOXA quickly, he looked offshore to access new talent pools and help the business grow. But transitioning from fully in-person to a mixed environment and eventually entirely remote came with its share of challenges. How did David and his team make the shift?
A critical part of hiring offshore talent in a remote work environment is clarifying your processes and ensuring your team is well cared for. Straightforward processes can help you hire, onboard, communicate, and build comp…
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Mar 29, 2023
Ownership Succession: The Process of Transferring a Company to Management With Byron McFarland
Byron McFarland is a Succession and Equity Compensation Strategist at The McFarland Group, a consulting firm that attracts, rewards, and retains talent through performance equity and ownership succession. In his role, he guides entrepreneurs on transferring ownership and control to achieve total time freedom and financial independence. Before his 18 years at The McFarland Group, Byron was the Managing Director of McFarland & Associates, where he recruited, trained, and coached advisors, executives, and entrepreneurs. In this episode:
Selling a company to an investor is the traditional business acquisition method. However, these transactions are often reserved for companies with exponential growth, and entrepreneurs have limited control over the process. Conversely, transferring a business to internal management enhances its value and allows owners to maintain a legacy. So how can you plan and execute the process of relinquishing control of your organization?
According to Byron McFarl…
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Mar 24, 2023
Integrating Comprehensive Systems To Maximize the Client Experience With Chris Manley
Chris Manley is the Co-founder and CEO of Engenius, a design agency helping businesses drive more sales and revenue with a website and online presence. He has been boosting sales through web design and digital marketing since 2000. Chris is also the Founder, President, and CEO of Rebuild Upstate, a nonprofit that repairs low-income families’ homes. In this episode:
Every entrepreneur understands the importance of systems for operational consistency and streamlined business processes. But for service-based companies, systems are indispensable for client communication and management. So what procedures can you integrate to provide best-in-class services to your clients?
Chris Manley develops processes for every aspect of client management. Case in point, his 184-step website design method is refined consistently by team members to produce high-quality products customized for each client’s needs. Additionally, Chris has set company-wide expectations for quick client communication by…
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Mar 17, 2023
Faith-Fueled Processes for Business Growth With Judy Weber
Judy Weber is an entrepreneur, Christian business coach, and scaling strategist working exclusively with high-achieving Christian women. She teaches women entrepreneurs business strategies from a Biblical perspective to help them step into their CEO roles with confidence, calm, and certainty. As a former corporate and trial attorney and C-suite executive, Judy helps female CEOs scale their businesses to six and seven figures using the proven Joyful Scaling Method™. In this episode:
Faith plays a vital role in business as entrepreneurs must believe in their expertise, mission, and purpose to scale effectively. So how can you develop faith-driven systems to expand your impact?
Strategic business coach Judy Weber has developed a proprietary methodology for scaling any company that incorporates faith into every aspect of the process. She emphasizes three strategies for business optimization: scaling, operations, and profit. Prepare your methods, targeted messaging, and marketing to str…
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Mar 15, 2023
How Implementing Systems Drives Revenue With Tetiana Tasyts
Tetiana Tasyts is the Founder of Flash, which offers online English courses to anyone who speaks Russian, including very young children. After growing up in Ukraine, she began studying English to create opportunities for herself. Tetiana started her career as a teacher before becoming a translator and then founded Flash, which had 32 branches in Ukraine before the war, so now she offers it online. In this episode:
Launching a business can be overwhelming, and knowing where to begin is often difficult. But with a vision and precise systems, anyone can own an impactful business. Today’s guest shares how administering strategic processes can help you start and grow a company and overcome obstacles along the way.
After launching an English school in Ukraine, Tetiana Tasyts struggled to generate revenue. She joined consulting programs to help her implement business processes, including KPI development and financial planning. Consequently, Tetiana gained business insights and skills, inc…
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Mar 10, 2023
Systematizing a Holistic Dental Practice With Dr. Pascal Nguyen
Dr. Pascal Nguyen is the Owner and Dentist at PJN Dental, which provides holistic dental care. As the only practice that treats the entire body through mouth health, PJN Dental redefines dentistry through restorative care. As a Biological Medical Dentist (BMD) and a Certified Naturopathic Doctor (CND), Dr. Pascal is known for being an integrative dentist who has worked to reinvent holistic healthcare. In this episode:
Most dental practices are small, family-owned businesses that have used the same approach for many years. But in today’s fast-paced business environment, carefully documented procedures are integral for promoting structure and a thriving culture.
Having integrated and organized his businesses for growth, Dr. Pascal Nguyen advocates for consistent, goal-based systems and processes. By implementing and documenting these procedures, his business operations are no longer solely dependent upon him. To ensure your employees follow through, Dr. Pascal recommends informing yo…
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Mar 3, 2023
Systems for Streamlining Internal Communication With Matt Schwartz
Matt Schwartz is the Founder and Executive Director at Constructive, a leading nonprofit social impact branding and web design agency that helps ambitious nonprofits, foundations, and education organizations solve the world’s most pressing challenges. With 27 years of experience as a designer, brand strategist, and writer for the social impact sector, Matt helps Constructive’s teams create processes and practices to elevate brand value. He also contributes to the nonprofit design space by serving on the leadership team for the NY chapter of The Communications Network and writes, speaks, mentors, and conducts workshops. In this episode:
Strategic systems are the foundation of any service-based design company. Developing proprietary processes maximizes value for clients and allows you to scale at a rate that suits your needs. So what are the best methods for structuring your business?
Since Matt Schwartz works closely with various organizations, understanding how to manage multiple…
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Mar 1, 2023
Building a Fractional Recruiting System With Maria Pokrovskaya
Maria Pokrovskaya is the Co-founder and CEO of Artclever, an award-winning EdTech (educational technology) company helping creative professionals from 23 countries start or upscale a career. As an architecture professor, she founded Artclever to make architecture and interior design courses available globally. Maria is also a member of the international research program Moving Boundaries and is active in other professional organizations. In this episode:
Today’s talent market is becoming increasingly competitive, and businesses struggle to acquire qualified employees at affordable rates. Conversely, the lack of practical education hinders candidates’ abilities to obtain the necessary credentials to enter the workforce. So what systems can you implement to solve these pressing issues?
Maria Pokrovskaya has built her business around a fractional recruiting model that employs short-term decentralized talent. Artclever has implemented a strategic system that provides educational opp…
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Feb 24, 2023
Invaluable Systems for Entrepreneurs With Nicole Hamilton
Nicole Hamilton is the Founder of Homeownering, a company that provides home financing options. After a career in technology, she founded Homeownering to make complex real estate financing decisions easy for people to understand. As a mortgage loan originator, Nicole has a deep understanding of all aspects of housing finance, including the lifecycles of buying, refinancing, home equity loans, and home sales. In this episode:
Launching a company and gaining recognition is a challenge in and of itself. But without the proper systems and processes in place, it can be difficult to sustain the business. So how can you optimize your company to provide top-notch services to customers?
Nicole Hamilton emphasizes the importance of goal-setting. Implementing quarterly goals allows you to outline a direction for your company and prioritize daily tasks accordingly. Mishaps are common in business operations, so it’s essential to incorporate estimated time periods into each task to manage those…
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Feb 22, 2023
Developing Systems To Sell Your Business With Jessica Fialkovich
Jessica Fialkovich is the Founder and President of Exit Factor, which offers a proven method that helps small to midsize business owners maximize their company’s value before selling it. As a top expert in the business brokerage industry, she is a keynote speaker, small business advocate, award-winning business owner, and bestselling author. Jessica is also a four-time Inc. 5000 Entrepreneur and the Founder and Chair of Transworld Business Advisors. In this episode:
95% of entrepreneurs sell their businesses due to personal challenges. Yet, many business owners delay developing an exit plan, compromising the company’s value during the transaction. So how can you develop a thorough process to exit your business and maximize its value?
As an expert exit strategist, Jessica Fialkovich recommends managing your day-to-day operations as if you’re planning to sell your company. By keeping a potential exit top of mind, you can begin developing a strategy that boosts profitability. The…
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Feb 20, 2023
The Leading Systems for Financial Success With Eric Miller
Eric Miller is the Co-owner and Chief Financial Advisor at Econologics Financial Advisors, which exclusively serves practice owners, including physical therapists, dentists, veterinarians, and chiropractors. In his role, he helps clients discover the barriers that prevent them from attaining financial freedom. Eric specializes in creating and implementing the Econologics Roadmap and annual reviews for clients, allowing them to reach short-term and long-term goals. In this episode:
Owning a practice is demanding, and practitioners often neglect their responsibilities as business owners in favor of their primary role. As a result, money can become lost in the company, and practitioners may lose control of their personal and business finances altogether.
Financial advisor Eric Miller’s step-by-step process helps you regain control of your assets to achieve financial freedom. Before employing his system, Eric leads you to define what financial independence means to you by identifying y…
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Feb 17, 2023
Systematizing Personal Branding With Marina Byezhanova
Marina Byezhanova is the Co-founder of Brand of a Leader, a personal branding agency for entrepreneurs and executives. As an entrepreneur, global speaker, show host, and personal branding expert, she has been quoted and referenced in various publications, including Inc.com, Forbes.com, Yahoo News, Financial Post, Fast Company, and Success Magazine. Marina's mission is to inspire entrepreneurs to speak up, stand out, and be radically authentic through the power of building their personal brands. She's a tenured member of the Entrepreneurs’ Organization, having served in local, regional, and global roles. In this episode:
As an entrepreneur, it’s often difficult to separate your identity from your business. Yet, developing a sense of self apart from your company is crucial to amplify your impact. So how can you develop systems to build your personal brand?
According to Marina Byezhanova, a personal brand has three key aspects: unique positioning, associations, and consistent market…
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Feb 3, 2023
Systems for Running Seasonal Businesses and Investing in Real Estate With Chad Zdenek
Chad Zdenek is the CEO of CSQ Properties, a real estate investment company that acquires, repositions, and manages multi-family properties. Before CSQ, he was a rocket scientist and structural dynamics engineer who worked for Boeing before transitioning to become the CEO of Mobile Illumination, a company that provides Christmas lighting and decorations for residential and commercial buildings. Additionally, Chad is a TV host.
As an investor himself, Chad helps other entrepreneurs invest in real estate so they can achieve financial freedom through passive income. He’s received extensive education, including a BS in civil engineering, an MS in structural engineering, an MBA with an emphasis on entrepreneurial studies from UCLA, and also attending the Goldman Sachs 10,000 Small Business Program and MIT’s Entrepreneurial Masters Program. In this episode:
Do you run a seasonal business? What unique challenges do you face growing and scaling a cyclical company, and what are some ways t…
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Feb 1, 2023
How To Ensure Business Systems and Processes Are Implemented With Liz Hatcher
Liz Hatcher is the Founder and CEO of Women to Women Network, a membership organization for women in business dedicated to building strong connections, referral partners, and friendships. Through various events and social media connections, the network provides a forum for collaboration, mentoring, and sharing ideas, offering resources and inspiration. In this episode:
As the founder and visionary of your company, how can you empower your team to develop and implement business systems successfully? Is there a secret recipe?
Systems and processes are essential for the growth of a company. However, you need a competent team that understands your company's needs and goals for you to thrive. From experience, Liz Hatcher realized the value of developing the right infrastructure and leadership team to achieve her network's vision. She created and documented systems and processes, empowered her leadership team to make decisions, and leveraged project management tools to help her team execut…
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Jan 27, 2023
Creating a Process for Safety Culture and Risk Mitigation With Joshua Keene
Joshua Keene is an Account Executive at LaPorte Insurance, an insurance agency in the Pacific Northwest. He is also known as the red-bearded risk guy. Joshua helps companies with their insurance needs by mitigating risks and maximizing profits. He graduated with honors from Oregon State University and Mt. Hood Community College. In this episode:
Which business risks do you face? How can you effectively manage risk to safeguard your company assets?
Risks are inevitable when running a business. If not managed well, risks can affect your employees’ productivity and cause losses. However, there are a number of preventive measures you can take to safeguard the well-being of your company and employees from potential risks.
In this episode of the Systems Simplified podcast, Adi Klevit interviews Joshua Keene, an Account Executive at LaPorte Insurance, about creating a safety culture. They discuss the benefits of risk management, how to create an effective safety plan, and common risks in…
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Jan 20, 2023
How Implementing Systems Cultivates Flexibility and Authority With Augusto Carneiro
Augusto Carneiro is the Founder and Chief Friendship Officer of Nossa Familia Coffee, an Oregon-based roaster that aims to deliver exceptional farm-direct coffee and create positive relationships locally and globally. Augusto’s family has been growing coffee in the highlands of Brazil since the 1890s, and he founded Nossa Familia to bring his family’s coffee to Portland.
Initially, all of Nossa Familia’s coffee was imported from his family’s farms, which remain at the core of its direct coffee trade model. Over time, the company has developed deeply rooted relationships with coffee growers around the world. In this episode:
Successful businesses require strategic processes for task delegation, goal-setting, and growth. While some entrepreneurs excel at these responsibilities, others are more creative and struggle to implement the right systems, remain assertive, and follow through with their practices.
Augusto Carneiro falls under the second category of entrepreneurs. As a c…
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Jan 13, 2023
How Creating Systems for Showing Up Energetically Every Day Drives Business Success With Suzie Hall
Suzie Hall is an author, speaker, transformation expert, and the Founder and CEO of Cornerstone Design and The Cornerstone Collective, along with two other companies. Celebrating 30 years in business, Cornerstone Design provides interior design services for most markets, including commercial, medical, multifamily, government, luxury residential, and hotels. The Cornerstone Collective is a full-service design and construction solution that accelerates and simplifies the process, bringing proven leadership, outstanding talent, innovation, and optimal resources together to create the ideal project development team.
After receiving her BA in business administration, Suzie moved on to design and development, which gives her a unique view of the industry, allowing her to combine aesthetic appeal with business realities and to view projects through the owner’s lens. In this episode:
How do you show up to work every day? As a leader, do you consistently show up with positive energy? How is…
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Jan 11, 2023
Processes for Unleashing the Power of Your Second in Command With Cameron Herold
Cameron Herold, dubbed by Forbes as Today’s CEO Whisperer, is the Founder of COO Alliance, a leading community for ops-minded professionals to help them build better companies and develop revenue and profit-generating ideas. He is a business growth guru and the best-selling author of several books, including Double Double, Vivid Vision, and his latest, The Second in Command.
He has been an entrepreneur for almost 20 years and was second in command at several companies. Throughout his career, Cameron has been the mastermind behind the exponential growth of hundreds of companies. Featured in publications, including Forbes, Inc., The New York Times, and Fortune, he is also a top-rated international speaker and hosts the Second-in-Command podcast, where listeners can tune in for tips and insights from other high-level COOs. In this episode:
What is the best process for hiring, onboarding, and training your company's second in command? How can you create a trustworthy and mutually benef…
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Jan 6, 2023
Streamlining Workflows With Automated Process Documentation With James McDonough
James McDonough is the Founder and CEO of FAT FINGER, a digital standard operating procedure software platform that empowers frontline workers to work more efficiently. Its easy drag-and-drop builder empowers anyone to create digital procedures in seconds.
James’ international industry experience includes internet technology, oil and gas, mining, forest and pulp and paper, and government and consumer goods. He is a passionate entrepreneur, technologist, and past top-tier management consultant. A sought-after speaker, James has held many industry forums and spoken at top universities worldwide on a range of topics, including entrepreneurship, innovation, industrial internet of things (IIoT). In this episode:
The most successful companies use workflows and procedures to run operations and achieve business objectives. Documenting and implementing these processes save time and money and boost efficiency. So, how can your business get started and take advantage of these benefits?
Creat…
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Dec 30, 2022
Creating Processes for Following Up With Leads With Camela Thompson
Camela Thompson is the Vice President of Marketing at CaliberMind. This leading B2B revenue analytics platform looks at every sales and marketing touchpoint to help marketers make sense of their data to enable confident decision-making and faster growth. With experience in the marketing world, Camela has also spent over 15 years in revenue operations in the technology industry, growing successful startups such as Qumulo, ExtraHop Networks, and CDK Global (formerly Cobalt). She is also the host of The Revenue Marketing Report podcast. In this episode:
We’ve all had experiences when we reach out to a company or a person and never get a response. It makes us feel unimportant, and any chance of them receiving our business is lost. So, what’s the most effective process for turning those leads into clients?
With an extensive background in marketing and growing businesses, Camela Thompson knows that if you don’t have a responsive follow-up system in place to engage with leads, you’l…
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Dec 28, 2022
How Systems and Organizational Processes Integrate With Entrepreneurship With Dee Soffer-Ninary
Dee Soffer-Ninary is the CEO of Optima Enterprises, a professional real estate and construction management company specializing in providing cost-effective property and project management services. Destined to become a serial entrepreneur at the ripe age of 13, Dee had already started her first business as a math and writing tutor and grew it by having other tutors do it on her behalf.
As an adult, she started her career as a property management consultant, and over the past two decades, she has established multiple successful entities in the real estate and construction sectors. Dee is a board member for the Entrepreneurs’ Organization (EO) and also the President of her local EO Los Angeles Chapter. In this episode:
How do you take an idea and turn it into a business? What do you have to do to become a successful entrepreneur? Does entrepreneurship involve simply taking an idea from concept to execution?
As a serial entrepreneur, Dee Soffer-Ninary creates business ideas, but she…
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Dec 23, 2022
How To Use Systems To Increase Efficiency and Make Business Processes Easier With Justin Riordan
Justin Riordan is the Founder of Spade and Archer Design Agency, a home staging company with locations in Palm Springs, Portland, and Seattle. Justin is a thought leader and a trendsetter in the real estate industry. Before opening Spade and Archer in 2009, he practiced interior architecture and interior construction for 12 years. Additionally, he is an accomplished and engaging speaker who regularly presents at real estate industry events, sharing his expertise about home staging. In this episode:
What strategies can you use to make work easier and more efficient for yourself and your employees? How can you use systems to improve the customer experience?
When Justin Riordan realized his business was leaving a lot of money on the table using tedious processes, he built systems for his agency because customers want to deal with companies that make the shopping experience easy. Justin hired new employees based on his agency's core values, delegated work, and offered employee incentives…
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Dec 16, 2022
The Benefits of Well-Documented Automated Business Processes With John Lund
John Lund is the Founder and Executive Coach of MyB2BCoach, a company that coaches sales teams in small to mid-sized businesses. MyB2BCoach's proven process is built on strategy, training, accountability, and AI sales coaching software.
John is also the President of Entresmart, a company that specializes in helping small and mid-sized businesses grow their top and bottom line through strategic planning, facilitation, coaching, and empowerment training. He also founded OFFWIRE Inc., which was recognized three times on the Inc. 5000 list of fastest-growing businesses. He successfully exited and sold the company after 19 years to a world-renowned distributor.
Additionally, John has been heavily involved with the Entrepreneurs’ Organization (EO) for 22 years, holding several leadership positions over his tenure. In this episode:
You'll likely realize some growing pains at the beginning of your entrepreneurial journey, including the feeling that you're constantly putting out fires. So,…
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Dec 14, 2022
The Process of Creating a Stellar Virtual Presentation With Kimberli Allen
Kimberli Allen is the CEO and Founder of Everything Webinar, a professional training and coaching company focused on adapting in-person skills to a virtual presentation environment. The Everything Webinar team shows you how to wow your audience and keep them engaged in your virtual event so you can effectively communicate with your audience no matter where they are.
With 18-plus years of experience at Everything Webinar, Kimberli has trained and coached over 7,500 people in 32 countries for companies including Cisco, Philips, IBM, Motorola, and Hewlett-Packard. In this episode:
Could your virtual presentations, training programs, webinars, meetings, or coaching sessions use some swag to be more engaging for your audience? Is there an easier way to create the kind of presentation that sets you above the rest?
Using more than three decades of expertise in the presentation arena, Kimberli Allen has created a template structure process that guides you every step of the way, explaining t…
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Dec 9, 2022
Fractional and Decentralized Leadership Systems With Joseph Frost of yorCMO
Joseph Frost is the Co-founder & Chief Revenue Officer of yorCMO, the first fractional and decentralized leadership franchise business helping growth-minded CEOs execute efficient marketing strategies. Joseph also co-founded Fractional Professionals Association, a peer-to-peer community organization for Fractional Professionals, and Frost Media Group, a video production company producing content that breaks through our content-saturated world. He coaches and consults entrepreneurs and teams on strategy and decentralized leadership. In this episode:
How do you take your business to the next level after growing solely through sales and networking?
Hiring a fractional professional may be the next step in helping you reach your business goals. Fully committed to a fractional lifestyle, these professionals are available when you want to scale your business. Knowing when it’s the right time to hire these professionals and how to manage them can take your business to the next level.
In t…
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Dec 2, 2022
The Process of ValueGraphic Marketing With David Allison
David Allison is the Founder of Valuegraphics, a global inventory of core human values that he has designed to be a measurable business metric — allowing businesses an edge in today’s economy. David is a human values expert, global researcher, and best-selling author. He holds his Bachelor of Arts in mass communications and media studies from the University of North Dakota.
In 2018, Inc. Magazine named David’s book, We Are All the Same Age Now: Valuegraphics, The End of Demographic Stereotypes, one of the best leadership books of the year. His new book is called The Death of Demographics: Valuegraphic Marketing for a Values-Driven World. In this episode:
What is the secret to building a values-based business? How can you use values to create systems to run your company?
To build a values-driven business, you need relevant and accurate data. Assumptions about your target audience lead to inaccurate conclusions and limit your ability to serve customers effectively. Valuegraphics…
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Nov 30, 2022
Systems for Creating Business Connections and Building a Powerful Personal Brand With Dorice Horenstein
Dorice Horenstein is an energetic and dynamic keynote speaker, author, and coach whose mission is to help leaders and teams find the power within themselves to improve effectiveness. She served as an officer in the Israeli Defense Forces before moving to America to pursue a career in education. After 30 years in education, Dorice decided to make the world her classroom by launching her speaking and coaching business. She is also the author of the award-winning bestselling book Moments of the Heart: Four Relationships Everyone Should Have to Live Wholeheartedly. In this episode:
How can you build meaningful and powerful relationships? How can you leverage your connections to benefit the growth of your business?
One of the best ways to nurture great business relationships is to serve others. Serving others builds a powerful personal brand, develops meaningful connections, and grows your business. Dorice Horenstein advises business leaders to shift their mindset to bring out the champio…
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Nov 25, 2022
How To Create a System for Working With Your Spouse With Dré Slaman
Dré Slaman is the Co-founder and CEO of Farm to Fit, a healthy, ready-to-eat weekly meal delivery service in the Portland, Oregon, area. Farm to Fit was started in 2011 by Dré and her husband, G. Scott Brown, who were looking for a food delivery service in the Portland region. They couldn’t find one, so they decided to create one themselves. Over the years, they’ve expanded their kitchen space and hired 30 team members to keep up with the demand for their services.
In addition to being an entrepreneur, Dré is also an actress and a mother. She is the President-Elect of the Entrepreneurs' Organization (EO) Portland Chapter and holds a master of fine arts in acting from Northern Illinois University. In this episode:
To build a successful business, developing great relationships, both personal and professional, is crucial. According to Dré Slaman, solid relationships and business networks are necessary for every leader looking to grow a thriving business.
Having spent 11 years i…
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Nov 18, 2022
Systematizing Communication Between Contractors and Clients With Ron Nussbaum
Ron Nussbaum is the Co-founder and CEO of Nuttnest, a customer communication platform that helps contractors, builders, and home service providers communicate with homeowners more effectively to transform the customer experience. Ron served in the Marine Corps and then joined the construction industry, where he’s worked for over a decade. He is a visionary leader with expertise in the many facets of construction, including field, sales, leadership, and management. In this episode:
Do you often experience communication breakdowns between your team members and clients? How can you ensure productive communication with clients to provide better service and avoid customer complaints?
Constructive communication is essential in building a thriving business. As a business leader, you must have appropriate systems and processes in place to cultivate exceptional communication between your team and clients. According to Ron Nussbaum, one of the first steps to take is setting clear expectation…
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Nov 16, 2022
Systems and Processes To Prepare Your Business for Sale With Bill Patten
Bill Patten is the President and Owner of Sunbelt Business Brokers of Portland, a company that helps business owners value, price, and buy or sell their businesses. Bill has been in business for over 40 years and has successfully purchased and sold four businesses. One of his businesses earned recognition from Inc. magazine as one of the 500 fastest-growing privately held businesses in the country. He uses his expertise to help other business owners sell or buy their businesses. In this episode:
What systems and processes do you need to have in place to prepare for selling your business? How can you increase your company's value to make it more attractive to investors?
Some of the most significant factors that determine the sellability of a business include its cash flow, turnover rate, and level of risk. To prepare your business for sale, build a thriving company that separates you from the crowd and makes you stand out from your competitors. Bill Patten's advice is to create barri…
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Nov 11, 2022
How To Leverage Technology To Create Systems in the Service Industry With Emma Dye
Emma Dye is the Founder and Chief Salad Officer of Crisp Salad Restaurant, a chain of restaurants in Portland, Oregon, that offers chopped-to-order salads, fabulous soups, wine, beer, Prosecco, and other goodies. She has created a company culture of respect and inclusivity by building a diverse team and providing a safe and fun environment for her employees. She donates 10% of her company's sales to a local nonprofit every month. Emma was recognized as Restaurateur of the Year for 2022 by the Oregon Restaurant and Lodging Association. In this episode:
How can you use technology and automation to provide a better customer experience? What can technology do to promote a great company culture?
Technology offers great tools and opportunities to help companies improve their systems and processes. Being an early adopter of technology allowed Emma Dye to put in place systems for placing online orders and delivering products to her customers. In turn, it helped her create a better customer…
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Nov 9, 2022
Processes for Preparing a Company to Pivot With Natalie Nathanson
Natalie Nathanson is the Founder and CEO of Magnetude Consulting, a B2B marketing firm that provides fractional marketing services to small and medium tech-related businesses. The company services clients across the globe and brings specialized expertise in areas including cybersecurity, big data, AI, SaaS, B2B professional services, and emerging and established technology-related products and services. Natalie is also a member of the Entrepreneurs’ Organization (EO) and a Thought Leader and Writer for the Forbes Agency Council. In this episode:
Are you planning to rebrand, launch a new product, or enter a new market segment? What processes can you use to effectuate the change successfully?
To pivot your business, you need a good strategy. The first step is to get a clear understanding of where you want to go and assess your strengths, weaknesses, opportunities, and potential challenges. You must also be agile and have the proper structure and team in place to develop and execute y…
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Nov 4, 2022
Systems and Processes for Creative Entrepreneurs With Odette D'Aniello
Odette D'Aniello is the Founder and CEO of Celebrity Cake Studio, a family-owned and operated retail cake boutique. The company has received numerous awards, including winning Best of Western Washington several times. Odette creates custom, artistic cakes that combine the aesthetic of taste with beauty. She is also the Owner of Dragonfly Cakes, the wholesale sister company to Celebrity Cake Studio, which designs, develops, and manufactures delicious handmade and clean-label petit fours (little cakes covered in decadent chocolate), tea cakes, and mini desserts.
Additionally, Odette is involved in various other areas, including being a US West Accelerator Expert for the Entrepreneurs' Organization, the Owner of True Nature Distribution LLC, and the Managing Partner for 26th St Holdings. In this episode:
If you are a creative entrepreneur, how can you incorporate systems and processes into your business? Which structures can you develop to make your business thrive?
For Odette D'Ani…
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Oct 28, 2022
The Relationship Between Data, Analytics, and Processes With Jay Bartot
Jay Bartot is the Co-founder and CEO of Zeitworks, an AI-powered business process intelligence platform that provides enterprises with the data-driven insights and tools they need to improve and transform their business process operations continuously. Zeitworks uses advanced machine learning and other technology to automatically discover and measure business processes to help unlock broken processes, identify bottlenecks, and make teams happier and more efficient.
Jay has over 20 years of experience as an entrepreneur and innovator. He has experience developing data and machine learning applications for a variety of verticals, including e-commerce, online advertising, travel, medical informatics, and consumer video creation. In this episode:
How can you use data to improve your business processes? Can data improve your team's productivity and overall company performance?
If you have many business systems and processes, it can be challenging to measure and evaluate their efficiency…
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Oct 26, 2022
Using Systems and Processes To Scale and Diversify a Business With Hilary Key
Hilary Key is the Founder, President, and CEO of Art Steps, a school that teaches thousands of students classical, realistic drawing and painting skills. In 2020, with the sudden onset of the quarantine, Art Steps Online was born. She has been in business for 22 years and owns three Art Steps locations in Orange County, California.
Before Art Steps opened its oft-requested third location, Hilary's dream of forming a non-profit organization became a reality, and she started Bright Artists in 2015. After attending Fullerton College and the Idyllwild School of Music and the Arts, Hilary received a Bachelor of Fine Arts degree with an emphasis on conceptual and abstract painting and performance art in 1998 from the School of the Art Institute of Chicago. In this episode:
Can you use systems and processes to avoid chaos? Can systems and processes create order in your business?
According to Hilary Key, a business is an organization made up of people and systems. It is critical that you ke…
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Oct 21, 2022
Systems and Processes for Identifying Companies To Invest in With Cameron Bell
Cameron Bell is a Partner at Fairmont Capital Partners, a lower-market private equity firm focusing on tech-enabled B2B companies with revenues between $1 million and $30 million. They work with founder and family-owned businesses to help them build, grow, and exit through strategic partnerships and capital structuring. As a serial entrepreneur and investor, Cameron's first business was a bootstrapped SaaS startup, one of his former businesses was awarded Startup of the Year in 2020, and he was also a finalist for Entrepreneur of the Year in 2020. In this episode:
If you want to sell and exit your company, what can you do to make it attractive to private equity firms? How can you increase your company's valuation?
As your business grows, there are a number of metrics you can look at to determine whether or not the business is profitable enough to entice investors. These factors include a strong customer base, solid profits, and efficient systems and processes. Evaluating those aspect…
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Oct 14, 2022
How To Know Which Processes and Procedures To Document With Mike Krass
Mike Krass is the Owner and Founder of MKG Marketing, the world's premier marketing agency for cybersecurity vendors. He focuses on helping businesses grow their sales pipeline through SEO, digital ads, and analytic programs. Mike founded MKG Marketing in 2011. He embraces a people-first philosophy, promotes strong work-life integration, and holds his employees and clients accountable. In this episode:
Should you document all your business processes and procedures? Which criteria can you use to evaluate the need to create a system or standard operating procedure (SOP)?
Mike Krass faced challenges running his business when his team grew to five employees. He realized that he needed well-documented systems and processes to ensure that his clients received consistent service. Using three key questions to decide which processes to document, Mike helped to improve his team's productivity and quality of work. He joins Adi Klevit to share his insights.
In this episode of the Systems Simpli…
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Oct 12, 2022
Systems and Strategies for Achieving Financial Freedom With Jerry Fetta
Jerry Fetta is the Co-founder and CEO of Wealth DynamX, a full-service, national, cloud-based wealth creation firm. He helps thousands of clients across the US build wealth. His passion is to provide financial education to families and individuals so they can become solvent and achieve greater financial freedom. Jerry is also the author of The Blueprint To Financial Freedom. In this episode:
Many people start a business with the goal of gaining financial freedom. To achieve that, you need systems and processes to build business freedom, which translates into financial freedom. What does this entail?
To gain financial literacy and find a clear pathway to financial freedom, Jerry Fetta studied and learned from the most successful investors. Through this process, he devised a sequence of actions that investors can use to achieve financial independence, keep their finances organized, and grow their wealth. He now advises business owners looking for financial freedom to start with their e…
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Oct 7, 2022
How To Use Processes To Scale a Business With Robert Delavan
Robert Delavan is the Founder of Delavan Realty Inc., a real estate brokerage company, and Delavan Property Management Inc., a property management company for residential, commercial, and industrial properties throughout the Portland area. Through his 15 years of experience in finance, real estate management, and investments, Robert is able to analyze the value of every potential real estate transaction. He is committed to providing hands-on service with the ability to foresee expensive pitfalls and management issues when analyzing a property. Robert is also the Founder of Delavan Contracting Services, ROI Tax, ROI Marketing, and Admin by Design. In this episode:
Building a successful business requires moving many pieces, from finding customers, dealing with contractors, and handling finances, to managing employees. What drives excellence is how well you execute all these processes.
When Robert Delavan started his own company, he focused on creating standard operating procedures and…
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Sep 30, 2022
Systems for Creating a Content Strategy To Scale a Business With Wendy Lieber
Wendy Lieber is the Co-founder and CEO of ContentBacon, an inbound marketing company that helps build brands that people know, like, and trust. ContentBacon's client intake process helps them learn about their clients' industry, customers, prospects, opportunities, and brand personality to develop unique content to create more awareness and grow their businesses. Wendy is also a board member of the Entrepreneurs' Organization. In this episode:
To grow and scale your business, you need customers. Lead generation is critical in building an audience interested in what you have to offer, and when done correctly, it can produce tremendous ROI for your business.
Content marketing is a great way to grow an audience and keep them engaged. There are many channels companies can leverage to attract and communicate with their audience, share their unique story, and help differentiate their brand from other players in the industry. However, it is essential that you identify your ideal customers,…
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Sep 28, 2022
How Marketing Strategies Work in Conjunction With Operations Systems With Ryan Redding
Ryan Redding is a business consultant, marketing strategist, and the Founder and CEO of DP Marketing Services, a full-service agency specializing in websites, SEO, PPC, social media, and reputation management for tier-two businesses. DP Marketing Services provides digital marketing solutions for HVAC, plumbing, and other home services companies so they can produce quality leads and generate higher profits.
Ryan has experience working in multiple industries and market sectors. He is the Owner of Hippie Cow, LLC, a web design and SEO agency for small businesses. He was previously the Acting Director of the Center for Technology Commercialization at Oklahoma State University and is the host of the Blue Collar CEO podcast. In this episode:
What does it take to have an effective marketing strategy? If you don’t have your operations systems in place, marketing won’t be an adequate driver for more business. What do you need to know to make sure you're optimizing your marketing strategy?…
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Sep 23, 2022
How To Create a Happy and Successful Life With Julia Barbaro
Julia Barbaro is a Certified Life and Marriage Coach. After witnessing the power of coaching, she was inspired to give back and help others. As a married mother of six home-schooled children, Julia has the tools to motivate couples and their families to set goals, seek out their soul purpose, and envision what they want out of life.
To teach children decision-making skills and about the different paths they can take in life, Julia authored two children's books, The Cannolis Exploded! and A Gelato Blast! She hosts The Julia & Gino Show with her husband, where they discuss marriage, family, and business. She is also an integral part of the operation of her husband Gino’s business ventures, including Jake & Gino and the Rand family of companies. In this episode:
What does it take to create a happy and successful life? How can you overcome worry, know what’s important, and create a balanced life that works well for you?
Married for 24 years with six children, a coaching career, and…
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Sep 16, 2022
How To Build a Business That Aligns With Your Personal Mission Statement and Core Values With Midori Verity
Midori Verity is the CEO of Fuel to Fire, an invite-only accountability group for driven female entrepreneurs and leaders focused on big goals. As a serial entrepreneur with three decades of vetted experience, Midori knows what it takes to start, grow, and rapidly scale a business with ease. In this episode:
Are you struggling to do everything inside your business? Are you feeling burned out? How can you stay afloat and reach your goals?
As an experienced entrepreneur, mentor, and coach, Midori Verity knows that the secret is to start by staying in your zone of genius. Figure out what you excel at, what you love to do, focus on your talents, and delegate the rest to others so you can stay laser-focused on your goals. Building a business that aligns with your personal mission statement and core values helps you and your employees remain clear on where the company is going. Creating an efficient system and framework will guide and accelerate you towards your objectives. Midori says tha…
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Sep 14, 2022
How To Use Systems and Processes To Promote Efficiency and Grow Your Business With Mark Miller
Mark Miller is the Co-founder and President of Historic, a brand strategy and design thinking group based in Phoenix with clients all over the US. Historic’s main focus is primarily on servicing nonprofits and cause-oriented businesses. Mark is a strategic and creative leader with an extensive background in company culture, branding, marketing, creative processes, and systems. He is also the author of Culture Built My Brand: The Secret to Winning More Customers Through Company Culture. In this episode:
What new processes can you develop to grow and scale your company? Which areas need restructuring to improve operations? Do you have systems and processes in place that are burning cash?
Just because you’ve been doing something a particular way for a long time does not mean you have to continue. Challenge your standard operating procedures and reexamine your usual way of doing things because you may devise more efficient methods. When you discover a better way to achieve your end g…
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Sep 9, 2022
Creating Systems for Increasing Engagement and Repurposing Content With Kate Bradley Chernis
Kate Bradley Chernis is the Founder and CEO of Lately, a company that uses artificial intelligence (AI) to generate high-performing, transformative social media content to drive optimum engagement. She is a former rock 'n' roll DJ and served over 20 million listeners as music director and on-air host at Sirius XM. She is also an award-winning radio producer, engineer, and voice talent with 25 years of national broadcast communications, brand-building, sales, and marketing expertise. Kate used her music and radio talents to create Lately's AI. In this episode:
In a highly competitive world, what can businesses do to cut through the noise to reach a wider audience? How can they create an emotional connection with clients?
The secret to effective marketing is creating an emotional connection with your audience. Reaching a larger audience may require businesses to vary their content. The solution: repurpose old content to suit the needs of a diverse audience.
In this episode of Systems…
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Sep 2, 2022
The Value of Being Part of a Supportive Community With Adi Kaskavalciyan
Adi Kaskavalciyan is the Co-founder of The Wealthy Contractor and gFour Marketing Group. The Wealthy Contractor provides real-world education, training, and best practices to help home improvement and home services business owners achieve more success, wealth, and freedom. Through gFour Marketing Group, Adi and her husband, Brian Kaskavalciyan, help clients nationwide create profitable, long-lasting customer relationships by using their award-winning done-for-you marketing programs. They help contractors bring in more referrals, reviews, and repeat business. In this episode:
Do you want to become a business owner? What challenges would you face growing your business? Do you work on your business or in your business? Sometimes entrepreneurs think the answers are for them to figure out alone.
As a successful entrepreneur who has “been there, done that,” Adi Kaskavalciyan says, the most successful people accept that they don't know everything and surround themselves with people who…
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Aug 31, 2022
Processes for Wisdom and Knowledge Transfer With Jon LoDuca
Jon LoDuca is the Founder of PlaybookBuilder, a revolutionary knowledge management tool that helps drive higher results in organizations by supporting a continuous learning culture. PlaybookBuilder enables innovative organizations to onboard, train, and drive the adoption of their learning content and share it with team members, prospects, clients, and vendors. In this episode:
How can knowledge be extracted from an individual, packaged, and used as an asset for the company?
Your employees' wisdom, expertise, and knowledge are your company's greatest assets. However, without structured processes in place, this knowledge and expertise can't serve your company well. Not sharing this knowledge and wisdom limits growth and makes it harder to scale operations. It also makes it difficult to exit the business and have a smooth transfer to a new owner. Capturing and sharing learning content and tools with your team, clients, vendors, and prospects is in your best interest. So, what processe…
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Aug 26, 2022
Best Practices for Hiring, Onboarding, and Delegating To Virtual Assistants With Jeff J. Hunter
Jeff J. Hunter is the Founder and CEO of VA Staffer, a 170-plus-person virtual assistant staffing and marketing agency. He helps entrepreneurs and startups build and scale remote teams to dominate their brand category through his C.O.R.E. branding method. Jeff’s company has been featured in several publications, including Forbes, Entrepreneur, and Inc., as well as on ABC and CBS.
In addition to his VA Staffer business, Jeff is the Founder and Chief Growth Officer of Branded Media, where he creates solid, recognizable, legacy-driven personal brands for companies and influencers. He has a Bachelor of Science degree in business administration, business, computer information systems, marketing, and operations management. He is also the host of the Savage Marketer podcast. In this episode:
What does it take to become the industry leader in your area of expertise? How does a business stand out and get a fighting chance in a world full of noise?
Companies need to recognize the value of…
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Aug 19, 2022
Creating Systems and Infrastructure to Build a Sellable Business With Chris Guinn III
Chris Guinn III is the Principal Broker and Co-owner of Dwell Realty, a real estate brokerage firm. He started his entrepreneurial journey 35 years ago in residential sales before starting Dwell Realty in 2009 with his friend Tracey Hicks. Not long afterward, Chris decided to get into property management which led to the founding of Dwell Property Management, where he manages residential and commercial properties in the Portland Metro area. In this episode:
How can you build a sellable business? What infrastructure do you need to create a transferable company?
Although Chris Guinn III built a successful salon business, he found it challenging to sell it to transition to a new industry. He realized he did not have the proper infrastructure in place to transfer it to a new owner. He learned the importance of having well-documented processes and procedures to make it attractive to buyers.
In this episode of the Systems Simplified podcast, Adi Klevit joins Chris Guinn III, the Principal…
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Aug 17, 2022
The Benefits of Creating Employee Engagement Systems With Dondi Scumaci
Dondi Scumaci is the President of Dondi Scumaci, Inc., where she and her team consult with organizations to develop better employees, leadership, and overall company culture through its public and private seminars, keynotes, and management retreats.
Dondi has many years of experience as an executive in the financial industry and transitioned to consultancy to help businesses and people thrive. She is the author of many books, including the best-seller Designed For Success: The 10 Commandments for Women in the Workplace. Dondi is an international speaker best known for her high-energy presentations and workshops designed to inspire employees, executives, and entrepreneurs to reach their potential. In this episode:
People need to feel connected with others, that their work has meaning, and that they’re an important part of the company’s vision. It makes employees more productive, communicate and collaborate effectively, and fuels overall engagement. How can that be done?
People fe…
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Aug 12, 2022
Creating a Differentiated Brand With David Brier
David Brier is the Founder and CEO of DBD International, Ltd., a branding consultancy that helps build brands for clients worldwide, no matter your size, location, or industry. He is a branding expert and the recipient of over 330 international industry awards in branding, rebrands, design, and brand strategy.
He received the Presidential Ambassador for Global Entrepreneurship medallion and has been featured in Adweek, Forbes, Inc, Huffington Post, Entrepreneur, Business Insider, and numerous podcasts. David is also the author of the award-winning book Brand Intervention: 33 Steps to Transform the Brand You Have into the Brand You Need. In this episode:
Customers buy transformations — products or services that make things simpler, better, easier, tastier, smaller, or bigger. How can you use your company’s unique story as a selling point to differentiate itself from competitors? How can your brand add value for customers?
The most essential factor in building your brand is the ex…
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Aug 5, 2022
Logical and Tailored HR Processes Specific to Your Organization With Cindy Free
Cindy Free is the Owner and CEO of HR Annie Consulting, a human resources consulting firm located in Portland, Oregon. She started her career in the ski industry, and after college, she started working in HR. She officially joined HR Annie Consulting in 2012. The company was originally founded by her mother, Ann ”Annie” Reed, in 2009. Annie transferred ownership to Cindy in 2016.
HR Annie Consulting specializes in high-quality human resources solutions using a tailor-made approach. The team works with many small to mid-sized clients to help them with their HR needs. Cindy is responsible for all functions of the HR Annie team, including sales, marketing, customer service, project management, and overall customer satisfaction. In this episode:
Your business requires employees to function, so treating them well is essential. They are your most valuable asset. If you don't take good care of them, they won’t be as productive or happy in their roles, and your business will suffer. Do…
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Aug 3, 2022
The Benefits of Implementing a Total Business Operating Systems Solution With Isaiah Nolte
Isaiah Nolte is the COO at Traction Tools, a cloud-based software platform that helps organizations implement the Entrepreneurial Operating System (EOS) with ease. It helps businesses manage meetings, operations, member permissions, and communications across the organization. Its "To-Dos" functionality enables users to create a list of tasks during meetings and send automatic reminders.
Isaiah is a Professional EOS Integrator at EOS Worldwide. Prior to his current position, he was the Operations Leader and then the Integrator and President of Traction Tools. Before joining Traction Tools, he was the Sales and Tech Leader at Marketing Concepts. In this episode:
Are you wasting time in an endless stream of meetings? Do you have trouble staying on task and prioritizing your responsibilities? Is it challenging for you to stay organized? A software systems solution could help you and your company with all those challenges.
Many companies have adopted the Entrepreneurial Operating System…
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Jul 29, 2022
The Art of Establishing Credibility With Mitchell Levy
Mitchell Levy is a global credibility expert, a 2x TEDx speaker, an international best-selling author of 65 books, and an Executive Coach for the Marshall Goldsmith 100 Coaches community. Mitchell has interviewed 500 thought leaders on credibility, which led him to publish an international bestseller book, Credibility Nation. He has also delivered a powerful TEDx Talk on humanity, created courses, and built a Credibility Nation membership community to help people live, learn, grow, and surround themselves with the "right" people on a similar journey.
He’s an accomplished entrepreneur who has created 20 businesses in Silicon Valley, including four publishing companies that have published over 750 books. He’s provided strategic consulting to hundreds of companies and has been the chairman of a board of a NASDAQ-listed company. In this episode:
What does it take to become a credibility expert? What can you do to be viewed as credible?
Credibility is your character and other people…
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Jul 22, 2022
Processes for Business Development With Jackie Kibler
Jackie Kibler is a Certified EOS Implementer™ for EOS Worldwide. She is passionate about helping CEOs and business leaders transform their companies and, ultimately, the quality of their lives. Jackie has held various leadership roles for about 30 years, with 10 of them being a coach for CEOs. As a Certified EOS Implementer™, she has clients all over the US in a variety of industries. Jackie is also a Certified KOLBE Consultant at the J.W. Kibler Group. In this episode:
Having a proven business development process is one of the best things you can do to grow your business. It can help in attracting leads, qualifying them, and driving sales.
Being a Certified EOS Implementer™, Jackie Kibler learned that many companies lack a well-defined structure for business development. She now advises leaders to put in place the right structures for executing sales, creating a value proposition for prospects, and building business networks. This makes work easier for teams and helps create a…
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Jul 20, 2022
How To Live an Extraordinary Life With Jeremy Ryan Slate
Jeremy Ryan Slate is the Founder of The Create Your Own Life Show, a podcast that studies the highest performers in the world. He is also the Co-founder and CEO of Command Your Brand Media, a public relations firm that helps premium brands and leaders maximize the power of podcasts to change the world.
Jeremy was ranked #1 in iTunes’ business category and #78 in the Top 100. Throughout his career, he has received numerous recognitions, including being named one of the top 26 podcasts for entrepreneurs by CIO magazine and the top podcast to listen to by Inc. magazine. In this episode:
Do you want to live an extraordinary life? What if you knew the tenets of being extraordinary are a repeatable and predictable process?
Through his trials and tribulations, Jeremy Ryan Slate discovered what it takes to become extraordinary and achieve success. He shows people what success actually looks like — it’s hard, it’s gritty, and sometimes you have to work at it a long time to get there.…
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Jul 15, 2022
The Five Laws of Stratospheric Success with Bob Burg
Bob Burg is the Founder of The Go-Giver Community Network, an organization that connects private, global businesses. In the past 30 years, he’s helped companies and leaders evolve their communication habits in order to increase their sales and grow their businesses. He is also the Co-author of The Go-Giver, a book that talks about the five laws of stratospheric success, what they are, and how they can be implemented in everyday life. In this episode:
Can giving value to others help your business grow and succeed? What are the five key principles entrepreneurs should focus on in order to prosper?
The Co-author of The Go-Giver, Bob Burg, has been helping companies and people alike achieve extraordinary results both professionally and personally. In his career of over 30 years, he’s addressed audiences and shared the stage with notable leaders, athletes, broadcast personalities, and politicians, including the former President of the United States. His goal is to help shift your focu…
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Jul 8, 2022
Using Systems To Grow and Scale a Franchise Business With Anne Huntington Sharma
Anne Huntington Sharma is the President and a Board Member of Huntington Learning Center, the leading learning and tutoring center in the country for test preparations. The center was founded in 1977 by Dr. Ray And Eileen Huntington, Anne's parents. The center currently has over 300 locations and more than 500 part-time and full-time employees. In this episode:
How do you run a mission-driven company? How do you adapt to unforeseen changes in the environment you operate in and expand in the process?
Anne Huntington Sharma knows that the secret to growing and scaling a business is investing in good systems and processes. She advises new business owners to be organized, set up systems and processes, prepare well-laid-out goals, and use key performance indicators to evaluate performance.
Anne Huntington Sharma, the President and a Board Member of Huntington Learning Center, joins Adi Klevit in this episode of the Systems Simplified Podcast to talk about systems for growing and scaling…
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Jul 6, 2022
Systems for Nurturing Successful Executive Assistant Relationships With Bonnie Low-Kramen
Bonnie Low-Kramen is the Founder and CEO of Ultimate Assistant Training & Consulting, where she provides assistants and their leaders the tools they need to build the ultimate partnership and workplace. Bonnie was the Personal Assistant for Oscar-winning actress Olympia Dukakis for 25 years and learned the skills needed to be an incredible assistant. She is also an international speaker and the Author of the best-selling book, Be the Ultimate Assistant. In 2015, she was named Educator of the Year by DEMA, the Domestic Estate Managers Association. In this episode:
One of the biggest mistakes leaders make is thinking that they can save a lot of money by taking care of all of their administrative tasks — without the need for an executive or personal assistant. This is not an effective use of time regardless of how skilled they are and can limit their success in the long term.
So what should leaders do to get started with personal assistants? What do they need to know when hiring an as…
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Jul 1, 2022
Why Accounting Firms Need Practice Management Software With Ian Vacin
Ian Vacin is the Co-founder and Chief Customer Officer of Karbon, a collaborative practice management platform for accounting firms. Ian has over 25 years of experience in technology and more than 15 years of leadership experience in the accounting profession. Before starting Karbon, he was the Vice President of Marketing and Product at Xero and the Offering Leader and Group Manager of Intuit's QuickBooks ProAdvisor Program. In this episode:
When is the right time to use practice management software? Can software promote efficiency and the provision of services to clients?
Ian Vacin wanted practice management software that could ensure both consistency and flexibility for knowledge workers in the accounting profession. He also wanted to boost employee communication and collaboration to improve productivity, prevent deviations from set standards, and drive company growth. So, he co-founded Karbon, a practice management software platform to help his company achieve those goals.
Ian Va…
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Jun 24, 2022
The Power of Dressing With Intention With Tania Sterl
Tania Sterl is the Founder and CEO of Sterl on Style, a personal styling and image consultancy agency. She is a certified image consultant, fashion expert, and professional speaker. Tania incorporates more than 20 years of fashion expertise into elevating women's images and styles to take them to the next level of success. Her clients include prominent female industry leaders from corporate finance and law to rising entrepreneurial stars in fitness and media. In this episode:
Are you using your style and image to communicate who you are and get people interested in connecting with you? What does your image say about you?
Your image is a key marketing tool. Make your mark — what makes you different makes you memorable. So, use your image to show up in a way that will attract people's curiosity and make them want to engage with you and what you have to offer. From a young age, Tania Sterl created her own kind of fashion and has been in the industry ever since. Now, as a personal sty…
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