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The Profitable CreativeThe Entrepreneurial Journey: From Engineer to Consultant | Adi KlevitSend us a textPROFITABLE TALKSIn this episode of the Profitable Creative, host Christian Brim speaks with Adi Klevit, an industrial engineer and entrepreneur, about the importance of processes in business, especially for creative entrepreneurs. They discuss how processes can liberate creativity, the entrepreneurial journey of Adi, and the challenges solopreneurs face in implementing effective processes. The conversation also touches on the significance of delegation, defining success, and the mindset shifts necessary for growth.PROFITABLE TAKEAWAYSProcesses empower employees and free entrepreneurs to create.Creative entrepreneurs often...2025-04-0242 min
Shift & Thrive: CEO Insights on Driving ChangeThe Power of Process - Adi Klevit - Shift & Thrive - Episode # 018In this week’s episode of Shift & Thrive, Natalie sits down with Adi Klevit, CEO and founder of Business Success Consulting Group and host of the System Simplified podcast. Adi shares her extensive experience in helping companies streamline and optimize their operations. With over 25 years of experience, including a background in industrial engineering and management consulting, Adi brings a wealth of knowledge that has made her a regular contributor to Inc. Magazine and the host of the System Simplified podcast. Stay tuned as we dive deep into how to drive major change successfully, tackle misconceptions, and implement practical solutions th...2024-10-2339 min
Systems SimplifiedThe Five-Step System for Wealth Management With Bob BedritisBob Bedritis is the Founder and Managing Director of Oswego Private Wealth Management. As a Certified Exit Planner and Certified Retirement Counselor, he helps entrepreneurs become financially independent of their businesses. Before founding Oswego Private Wealth Management, Bob was the Senior Vice President at Merrill Lynch, the President of Paradigm Capital Group, and the CEO of M Securities. He has also served on various executive boards, including the Lake Oswego Chamber of Commerce. In this episode: For entrepreneurs who have built a business with a lasting legacy, finances may not be on their radars. However...2024-01-0324 minSystems SimplifiedIdentifying Possibilities in the Scaling Process With Ved KrishnaVed Krishna is the Strategy Head of Pakka, a mission-driven company that builds and invests in sustainable packaging derived from agricultural residues. As the former Business Head and Vice Chairman, he has been with Pakka for over 14 years and has quadrupled the organization’s size. Ved aims to cultivate a cleaner planet through global regenerative packaging solutions. In this episode: When launching a business, there are a multitude of factors to consider, including operations and launch. This initial overwhelm may cause entrepreneurs to view the process as limiting rather than embracing the possibilities. How can yo...2023-12-2924 minSystems SimplifiedThe Premier Time-Allocation System With Joe SiecinskiJoe Siecinski is the Owner and Founder of BrainSHARE Business Mentors, a small business coaching firm that helps entrepreneurs create predictable and scalable companies. As a serial coaching entrepreneur, he has coached over 1,000 clients from various organizations within the private, public, and nonprofit sectors. Through programs, workshops, and specialized training, Joe mentors CEOs and executive teams to grow and expand their businesses. In this episode: During the early stages of entrepreneurship, you may find yourself assuming multiple roles to launch your business. Yet shifting frequently between various positions is highly inefficient and stunts growth. How...2023-12-2223 minSystems SimplifiedThe Process Methodology for Thoughtful Leadership With Mindy Gibbins-KleinMindy Gibbins-Klein is a thought leadership coach working with business leaders to build credibility and authority. As a keynote speaker, trainer, and coach, she supports entrepreneurs, executives, and emerging leaders in their thought leadership journeys. Through various consulting companies, Mindy has helped more than 1,000 thought leaders publish books and articles, become sought-after speakers and podcast guests, and develop their profiles into brands. In this episode: The term “thought leadership” originated in the 90s, but thoughtful leadership developed as a method of measuring leaders’ attributes through systems and processes. How can you hone your authoritative qualities to bec...2023-12-2026 minSystems SimplifiedThe Process of Making Connections and Serving Others With Steve RamonaSteve Ramona is the host of the Doing Business with A Servant’s Heart podcast, which features stories from top business leaders about overcoming challenges and serving others. As a mentor, he works with various businesses to forge meaningful connections and share referrals. Steve specializes in helping professionals build thought leadership platforms, network through podcasts, and bring value to others. In this episode: Networking is a valuable business tool, but if you approach it like a sales pitch, you’re not likely to form lasting connections, especially if your prospects regard you as desperate. How can...2023-12-1521 minSystems SimplifiedThe Quintessential Hiring Process for Small Businesses With Katie McConnell OlsonKatie McConnell Olson, CPA, PHR, is the Founder and CEO of GrowthWise Search Partners, which offers talent strategy, direct search, and human capital consulting. With experience consulting clients in various industries and organizations, she focuses on middle-market companies in the construction, professional services, nonprofit, and agricultural industries. Katie speaks at national conferences on topics including hiring and developing talent and recruitment best practices. In this episode: Team members are companies’ most valuable assets utilized to solve operational and strategic problems. Yet many businesses begin the hiring process without identifying a relevant need for the employee. How...2023-12-0826 minSystems SimplifiedThe Proprietary Valuation System to 10X Business Growth With Marie TorossianMarie Torossian is a CPA Advisor and Business Coach at Marie Torossian CPA, where she provides personalized accounting services to small and midsize businesses. Marie is also a podcast host, the Founder of The Profit Lab, and a 10X Certified Coach, Speaker, and Mentor with Grant Cardone Enterprises. As a CPA, CGMA (Chartered Global Management Accountant), auditor, and CFO, she helps entrepreneurs scale their businesses to eight figures and beyond. In this episode: A business can be an incredible lifelong endeavor, leaving a lasting legacy. However, when launching one, many entrepreneurs don’t plan for th...2023-12-0624 minSystems SimplifiedProcess Simplification: How To Reduce Inconsistencies With Paul McCarthyPaul McCarthy is the Founder and CEO of Snapfix, a software platform designed for task and asset management and planned and reactive maintenance. With over 25 years of experience in IT and commercial and residential real estate management, he developed Snapfix to help teams communicate and collaborate using images, tags, and messaging. Before Snapfix, Paul was a business development program and project manager for companies, including Apple and Aramark. In this episode: Systems and processes are designed to streamline business operations. However, for contracting companies completing substantial projects, these processes can be complex and require constant...2023-12-0127 minSystems SimplifiedProcess Documentation to Offboard Yourself From Your Business With Alexis KingsburyAlexis Kingsbury is the Founder of AirManual, where he has saved 1,000s of hours of time for business owners and their leaders, enabling them to unlock business growth and scale with less stress. As an award-winning speaker and serial entrepreneur, he has two software businesses and a consulting practice, where he serves over 600 organizations around the world, including well-known brands such as Sony, 3M, Swarovski, Fitness First, and Pepsi. In this episode: When delegating tasks, many business owners notice their team is not following established processes and making costly mistakes. This often occurs when entrepreneurs...2023-11-2442 minSystems SimplifiedResource Optimization and Revenue-Generating Systems With Cassandra SheaCassandra (Cassie) Shea is a fractional COO and integrator helping visionary entrepreneurs buy back time and increase revenue. She has spent over six years managing operations and accelerating revenue for founders earning $250,000 to $40 million annually. With a background in business operations and HR, Cassie works with teams to improve profitability through operational excellence. In this episode: When developing a strategy to scale, many business owners don’t recognize time as a revenue-generating currency. This leads them to engage in unproductive activities that diminish results and reduce revenue. What systems can you implement to maintain accountability ov...2023-11-2222 minSystems SimplifiedEnhancing the Customer Experience Process With Ty GivensTy Givens is the Founder and CEO of CX Collective, which provides advisory and implementation services for building and scaling customer experience (CX) operations. With over 20 years of CX experience for Fortune 500 companies and startups, she creates and optimizes processes and workflows and measures and improves key CX metrics. Ty and her team are certified to partner with leading CRM platforms like Zendesk. In this episode: Many businesses aren’t consistent with their policies and expectations, causing confusion among employees and reducing the quality of customer experiences. This often occurs when companies don’t document or u...2023-11-1736 minSystems SimplifiedBuilding a Memorable Brand Through Process-Documentation With Zack MillerZack Miller is the Founder of Hatch, which helps entrepreneurs create, launch, and grow valuable businesses. He is also the author of Anomaly, which provides proven financially conscious and easy-to-implement marketing methods. As a journalist turned entrepreneur, Zack has given business speeches at The White House and was featured in Entrepreneur Magazine. In this episode: Entrepreneurship involves more than just generating ideas, launching them, and selling products or services. Building a reputable business requires well-documented marketing systems and a unique value proposition that differentiates you from your competitors. How can you create a lasting impression...2023-11-1040 minSystems SimplifiedCreating Process-Driven Video Case Stories With Ian GarlicIan Garlic is the Founder of Garlic Marketing, the brand behind Video Case Story, which helps brands develop strategies and goals for video case stories. Ian is also the Founder of StoryCrews, a company that helps businesses connect with top-rated videographers to market and expand their brands through powerful stories captured on video. As the host of the Garlic Marketing Show, he has featured renowned guests like Gary Vaynerchuk, Neil Patel, and Ryan Deiss. In this episode: When marketing your services, have you considered using customer testimonials? These case studies demonstrate credibility and allow prospects...2023-11-0828 minSystems SimplifiedHow to Delegate: Ideal Systems and ProcessesJohannon (Joe) Olson is the Lead Teacher at Remarkable Freedom, where he fosters vibrant communities of business owners and value creators by driving lifelong learning. He is also the Chair of TIGER 21, an exclusive peer membership organization of high-net-worth entrepreneurs, investors, and executives. As a community builder, Joe helps business leaders master delegation, work in their genius zones, and maximize their value and legacies. In this episode: Task delegation is one of the most pervasive pain points for entrepreneurs. Many lack the appropriate delegation processes and fall short of their intentions, causing them to lose...2023-11-0332 minSystems SimplifiedSelling With Dignity: How To Transform the Sales Process With Harry SpaightHarry Spaight is the Founder of Selling With Dignity, which offers training, coaching, and mastermind groups to accelerate sales. He is also the author of the book Selling With Dignity, which provides practical tips and insights to improve sales performance and drive revenue growth. As a former missionary, Harry learned that selling begins by serving customers. In this episode: Sales has a negative connotation, with popular movies like The Wolf of Wall Street depicting salespeople exploiting individuals for monetary gain. However, you can revise this process using a service-based approach. What are the basics of a...2023-10-2726 minSystems SimplifiedDocumenting Processes for Authentic Digital Engagement With Nia King-RubieNia King-Rubie is the Managing Partner of Immersive Strategies, a black-owned, women-owned strategic engagement firm for the digital age. She has over a decade of experience advising top brands like the NFL and Google. Before founding Immersive Strategies, Nia served as an Advance Associate for The White House and a Deputy Director for the 2012 Democratic National Convention committee. In this episode: With digital content dominating the marketing and communications industry, audiences demand deeper engagement and personalized messages. How can you harness digital engagement strategies to connect with your target market? Rather than speaking...2023-10-2536 minSystems SimplifiedProfit Line Optimization for Process Development With Karena BellKarena Bell is the Founder and CEO of ProfitLinz, a woman-owned profit optimization and business advisory firm. With over 25 years of experience in enterprise IT, business solutions, and finance, she advises business decision-makers on strategies, optimizing costs and systems, and identifying revenue-generating solutions. Before founding ProfitLinz, Karena was the National Chapter Head and Chief Connector at The Connective, where she assisted in developing the organization’s systems, processes, and policies. In this episode: Too often, companies view high top-line revenue as an indicator of profitability and pay less attention to the business' net profits and pr...2023-10-2034 minSystems SimplifiedAnalyzing the Buying and Selling Processes With Ryan ReillyRyan Reilly is the Director of Business Development at Sandler, a world leader in innovative sales, leadership, and management training. As a former educator, vocational counselor, behavior consultant, and sales manager, he works with clients to help them achieve their goals. Before Sandler, Ryan was the Director of Sales and Operations at Young Equipment Solutions, Inc. In this episode: The sales system has been tarnished by the idea of the snake oil salesman, creating distrust between buyers and sellers. With a targeted sales process, you can rebuild rapport with your prospects. So how can you...2023-10-1336 minSystems SimplifiedMotivational Systems for Goal-Setting With Eric ReckerEric Recker is a dentist, coach, speaker, author, former triathlete, and owns Recker Dental Care, PC. With 20 years of experience as a practicing dentist, he leads, coaches, and mentors an 18-person team. As a Certified Elite Success Coach, Eric works with high-achiever personalities to help them reach their goals. In this episode: Most entrepreneurs are high-achievers working relentlessly to tackle new ventures and reach their goals. But without the proper systems to incorporate boundaries, they often experience burnout. How can you allocate your time between endeavors to focus on your passion? Versatile dentist...2023-10-1124 minSystems SimplifiedHolistic Cybersecurity Systems for Disciplined Entrepreneurs With Greg TomchickGreg Tomchick is a Partner and CISO (chief information security officer) at Valor Cybersecurity, which helps small to medium-sized businesses simplify and address cybersecurity threats. As a former professional athlete, entrepreneur, and cyber attack victim, he focuses on mitigating cyber threats and countering attacks with targeted and strategic responses. Greg is the host of The Connected Mindset podcast and the author of Growing Into You. In this episode: Entrepreneurs possess a unique discipline to identify and execute their strengths, endure failure, and develop systems to maintain success. But what happens when the fruits of your...2023-10-0632 minSystems SimplifiedThe Value of a Support System With Leslie HarpoleLeslie 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 ad...2023-09-2930 minSystems SimplifiedThe Importance of Systems for a Smooth Business Transaction With Todd TaskeyTodd 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 cre...2023-09-2729 minSystems SimplifiedSystems for Engaging and Generating Leads With Alex RodriguezAlex 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 an...2023-09-2226 minSystems SimplifiedSystems, Processes, and Habits for an Enriching Entrepreneurial Journey With Victor NunnemakerVictor 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 th...2023-09-1530 minSystems SimplifiedIncremental Systems for Hiring and Task Delegation With Brett TremblyBrett 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...2023-09-1325 minSystems SimplifiedAutomated Processes for Software Integration With Jamie RoyceJamie 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...2023-09-0823 minSystems SimplifiedSimple Systems for Enhancing Gross Profits With Greg CrabtreeGreg 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 m...2023-09-0131 minSystems SimplifiedVideo Marketing, Outreach, and Follow-Up Processes for Relationship-Building With Ruben DuaRuben 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...2023-08-3022 minSystems SimplifiedThe Eight-Step System for Eight-Figure Agency Growth With Jason SwenkJason 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, se...2023-08-2526 minSystems SimplifiedTested Lead Generation Systems for Any Business With Phil SmithPhil 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...2023-08-1827 minSystems SimplifiedEfficient and Automated Systems for Building a Sales Business With Lisa CattoLisa 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 ca...2023-08-1623 minSystems SimplifiedThe Intersection of Passion and Process With Andrea HeustonAndrea 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...2023-08-1122 minSystems SimplifiedSmall Business Growth Systems: How To Boost Profit and Decrease Expenses With Byron WolfeByron 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...2023-08-0417 minSystems SimplifiedLinkedIn Processes for Outreach Campaigns With Rachel GuoRachel 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?2023-08-0223 minSystems SimplifiedTime Management and Goal Setting Systems With Brett KnopfBrett 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...2023-07-2827 minSystems SimplifiedA Private Equity Investor’s Systems for Business Valuation With Dan BradburyDaniel (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...2023-07-2143 minSystems SimplifiedDocumenting Processes to Divorce Yourself From Your Business With Charles BenderCharles (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...2023-07-1934 minSystems SimplifiedDeveloping Thorough Hiring, Training, and Onboarding Systems With Cindy NorcottCindy 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 f...2023-07-1427 minSystems SimplifiedHow To Scale Freely Through Systems and Processes With Dave ValentineDavid (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...2023-07-0731 minSystems SimplifiedConsumer Feedback Processes for eCommerce Marketers With John LiJohn 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 exp...2023-07-0525 minSystems SimplifiedA Certified EOS Implementer’s Proprietary Task Delegation Systems With Eliot WajskolEliot 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 y...2023-06-3026 minSystems SimplifiedLeveraging Fractional CFOs to Develop Consistent Revenue Systems With Hannah SmolinskiHannah 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...2023-06-2327 minSystems SimplifiedFranchising Systems for Success With Sadie LincolnSadie 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 h...2023-06-2125 minSystems SimplifiedHow Processes Promote Freedom and Growth With Lori SticklingLori 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 syste...2023-06-1624 minSystems SimplifiedOptimizing Remote Work Systems Through Fractional Office Spaces With Amina MoreauAmina 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 yo...2023-06-0929 minSystems SimplifiedBuilding and Documenting Purposeful Processes With Pepe MaraisPepe 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 f...2023-06-0736 minSystems SimplifiedSystematizing Investment Funding for Startups With Cara TuranoCara 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 ad...2023-05-2629 minSystems SimplifiedLeveraging LinkedIn and Other Processes for Lead Generation With Thomas HelfrichThomas 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 c...2023-05-2435 minSystems SimplifiedExecuting the Business Succession and Transfer Process With Donald BielenDonald Bielen is the Managing Director of Capital Eleven Advisors, an investment firm specializing in private equity, early-stage venture capital, and real estate development. 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...2023-05-1928 minSystems SimplifiedSystemizing Business Costs by Capitalizing on Market Opportunities With Karl MaierKarl 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 c...2023-05-1218 minSystems SimplifiedSystems for Entrepreneurial Success and Advocacy With Heidi GanahlHeidi 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 an...2023-05-1029 minSystems SimplifiedProcesses for Delivering a Personal Pitch With Topher MorrisonTopher 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 t...2023-05-0532 minSystems SimplifiedExperiential Systems for Multi-Business Success With Travis LutherTravis 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 Pre...2023-04-2839 minSystems SimplifiedFractional Leadership and Other Systems for Business Growth With Adi VaxmanAdi 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...2023-04-2637 minSystems SimplifiedStep-By-Step Processes for Writing an Authority-Building Book With Anna DavidAnna 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:2023-04-2132 minSystems SimplifiedHow Process Documentation Promotes Employee Morale With Leeatt RothschildLeeatt 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 S...2023-04-1433 minSystems SimplifiedProcesses for Gaining Clarity and Freedom From Private Practice With Jamey SchrierJamey 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 cr...2023-04-1239 minSystems SimplifiedThe Proprietary Process for Offboarding Yourself With Michèle HeckenMichèle 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 wo...2023-04-0745 minSystems SimplifiedDeveloping Processes To Invest in Global Teams and Build Company Culture With David NilssenDavid 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 busi...2023-03-3133 minSystems SimplifiedOwnership Succession: The Process of Transferring a Company to Management With Byron McFarlandByron 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...2023-03-2933 minSystems SimplifiedIntegrating Comprehensive Systems To Maximize the Client Experience With Chris ManleyChris 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 yo...2023-03-2437 minSystems SimplifiedFaith-Fueled Processes for Business Growth With Judy WeberJudy 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 de...2023-03-1731 minSystems SimplifiedHow Implementing Systems Drives Revenue With Tetiana TasytsTetiana 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...2023-03-1522 minSystems SimplifiedSystematizing a Holistic Dental Practice With Dr. Pascal NguyenDr. 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 pr...2023-03-1033 minSystems SimplifiedSystems for Streamlining Internal Communication With Matt SchwartzMatt 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: St...2023-03-0328 minSystems SimplifiedBuilding a Fractional Recruiting System With Maria PokrovskayaMaria 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 en...2023-03-0124 minSystems SimplifiedInvaluable Systems for Entrepreneurs With Nicole HamiltonNicole 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...2023-02-2425 minSystems SimplifiedDeveloping Systems To Sell Your Business With Jessica FialkovichJessica 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 duri...2023-02-2225 minSystems SimplifiedThe Leading Systems for Financial Success With Eric MillerEric 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...2023-02-2030 minSystems SimplifiedSystematizing Personal Branding With Marina ByezhanovaMarina 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...2023-02-1733 minSystems SimplifiedSystems for Running Seasonal Businesses and Investing in Real Estate With Chad ZdenekChad 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...2023-02-0326 minSystems SimplifiedHow To Ensure Business Systems and Processes Are Implemented With Liz HatcherLiz 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...2023-02-0123 minSystems SimplifiedCreating a Process for Safety Culture and Risk Mitigation With Joshua KeeneJoshua 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 ar...2023-01-2731 minSystems SimplifiedHow Implementing Systems Cultivates Flexibility and Authority With Augusto CarneiroAugusto 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.2023-01-2026 minSystems SimplifiedHow Creating Systems for Showing Up Energetically Every Day Drives Business Success With Suzie HallSuzie 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...2023-01-1331 minSystems SimplifiedProcesses for Unleashing the Power of Your Second in Command With Cameron HeroldCameron 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., Th...2023-01-1133 minSystems SimplifiedStreamlining Workflows With Automated Process Documentation With James McDonoughJames 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)....2023-01-0627 minSystems SimplifiedCreating Processes for Following Up With Leads With Camela ThompsonCamela 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...2022-12-3031 minSystems SimplifiedHow Systems and Organizational Processes Integrate With Entrepreneurship With Dee Soffer-NinaryDee 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 f...2022-12-2827 minSystems SimplifiedHow To Use Systems To Increase Efficiency and Make Business Processes Easier With Justin RiordanJustin 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...2022-12-2330 minSystems SimplifiedThe Benefits of Well-Documented Automated Business Processes With John LundJohn 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 d...2022-12-1631 minSystems SimplifiedThe Process of Creating a Stellar Virtual Presentation With Kimberli AllenKimberli 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...2022-12-1447 minSystems SimplifiedFractional and Decentralized Leadership Systems With Joseph Frost of yorCMOJoseph 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 n...2022-12-0937 minSystems SimplifiedHow To Know Which Processes and Procedures To Document With Mike KrassMike 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...2022-10-1440 minSystems SimplifiedThe Value of Being Part of a Supportive Community With Adi KaskavalciyanAdi 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...2022-09-0225 minSystems SimplifiedThe Art of Establishing Credibility With Mitchell LevyMitchell 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 th...2022-07-2940 minSystems SimplifiedProcess Documentation To Increase Company Efficiency With Chad Gill and Adi KlevitChad Gill is the Founder and Owner of Concreate, a family-owned business specializing in all things concrete, including polishing, staining, surface prep, and joint repair. The company works hand in hand with designers, architects, project managers, general contractors, tradespeople, and homeowners from start to finish. Chad is also the Founder of Workforce Recon and the creator of the Field Recon app. He holds a degree in mechanical engineering from the Virginia Military Institute. Chad hosts the This is Concrete and the Get the Intel podcasts. Adi Klevit is the Co-founder and CEO of the Business S...2022-06-1721 minSystems SimplifiedThe Proven Process to Uplevel Your Business and Decrease StressAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: There are many benefits of having well-documented processes and procedures. They include ensuring standardization and consistency of operations, improving the onboarding process for new employees, promoting knowledge transfer, increasing profitability, and boosting overall company efficiency.2022-06-0831 minSystems SimplifiedHow to Use Processes to Profitably Scale a Company With Dan ZawackiDan Zawacki is the Founder of Lobster Gram, a company that sold and delivered live lobsters and seafood around the US as gifts. He started Lobster Gram in his garage in 1987 and bootstrapped it into a $15 million company before selling it in 2017. Dan is now a Certified Traction/EOS Implementer with a passion for teaching, facilitating, and coaching business owners and their leadership teams on how to get the most out of their companies and live a better life. In this episode: Processes and procedures are essential for companies that want to grow quickly and...2022-05-1138 minSystems SimplifiedWhat is the ROI of Documenting Your Procedures?Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: When does it make sense to start documenting your company's processes and procedures? What are the benefits of taking this step in your business? To move to the next level of your business...2022-04-1325 minSystems SimplifiedYear In Review with Adi KlevitAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Over the last year, Adi Klevit has sat down with several entrepreneurs and leaders to discuss their tips and strategies for systematizing their businesses. From software developers to visionary leaders to expert marketers, each of...2022-03-1830 minSystems SimplifiedBuilding Systems for Hiring and Training New Employees with Chris MartinChris Martin is the Owner and President of Mt. Hood Pro Painting, a Portland-based residential and commercial painting company. Mt. Hood Pro Painting delivers over 15 years of professional painting experience to its wide range of clients. Chris currently runs the business with his wife, Alexandra Martin. In this episode: As a business owner, do you have systems in place to guide you in hiring and training new employees? Do you have a process for evaluating which applicants are the best fit for your team? While Chris Martin built his painting business, he knew...2021-12-1026 minSystems SimplifiedHow To Get Your Processes & Systems Implemented and Followed by the TeamAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Is it a challenge to persuade your team to implement your processes and systems? Are you facing resistance from employees that is making it difficult to effectively run your business? The process of...2021-11-1043 minSystems SimplifiedHow To Create a System for Getting More Customer Reviews and Referrals With Adi KaskavalciyanAdi Kaskavalciyan is the Co-founder and Director of Client Success at gFour Marketing Group. She and her husband, Brian Kaskavalciyan, used their experience from the home improvement industry and relationship marketing knowledge to start gFour Marketing Group. They help clients nationwide create profitable, long-lasting relationships with customers by using their award-winning done-for-you marketing programs. They help contractors bring in more referrals, reviews, and repeat business. In this episode: Have you been leveraging the power of customer reviews to market and grow your business? If not, do you know what you need to do to get s...2021-10-0137 minSystems SimplifiedHow to Save Your Team Time and Run a Well Oiled Machine — The Core Processes to Document for Any CompanyAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Do you have a system for documenting the core processes of your business? Do you know the most important parts of the documentation process? According to Adi Klevit, you should document all of...2021-07-3010 minSystems SimplifiedHow to Onboard and Train Staff to Increase Staff Retention and SatisfactionAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: How effective is your company’s onboarding system? A new staff member’s onboarding experience can make or break their impression of your company. So, how do you build a process that successfully welcomes someone new...2021-06-2523 minSystems SimplifiedHow to Increase Your Sales and Closing PercentageAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Do you have trouble finalizing deals and onboarding new clients? Do you wish there was a step-by-step formula for creating a foolproof sales process? If so, you’re in luck. As the Founder an...2021-05-0742 minSystems SimplifiedMethod Behind the Madness: Why Documenting Systems and Processes is Crucial for SuccessAdi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Trying to manage a growing business can sometimes feel overwhelming. There comes a point when doing things the way they’ve always been done just won’t work anymore. But how can you turn the proc...2021-03-3024 min