Systems Simplified

Adi Klevit

This is the Systems Simplified podcast where we feature top leaders who share stories on how to successfully systematize a business.
Maintaining Passion and Financial Solvency
Carla Titus is the Founder of Wealth & Worth Within, where she offers finance business consulting to help start-ups and midsize businesses improve their profitability. Carla is a financial expert and an advocate for women in business. Through her coaching, she strives to close the confidence and wage gap for women. In addition to her role at Wealth & Worth Within, Carla is the ​​Sales & Marketing Senior Finance Manager at Intel Corporation. She has over 10 years of corporate financial planning, analysis, and strategy experience and is passionate about helping entrepreneurs and businesses improve their financial outlook. In this episode: Have you heard the term CFO but don’t really understand what it means? You might take a guess and say it’s close to a CEO. While you’re on the right track, these two leadership positions each play a different but essential role for a business. So, how can a CFO transform your company?   Whether you have a small business or a large successful company, a CFO can help you get your finances in order so that you can more effectively plan for the future. As an on-demand CFO and financial expert, Carla Titus gives entrepreneurs and business owners advice on how to overcome their financial challenges. With her expertise, your company can become and stay successful.  In this episode of the Systems Simplified podcast, Adi Klevit sits down with Carla Titus, the Founder of Wealth & Worth Within, to discuss the ins and outs of the term CFO. Carla also discusses how she uses financial coaching to help women entrepreneurs make smart business decisions, the various ways CFOs bring balance to a company, and her tips for developing a strategy that prevents burnout and financial troubles.
2d ago
27 mins
Processes for Scaling and Surviving a Pandemic with Urmila Ratnam, CEO of Alima PureThe Field Recon App and How Documenting Processes Helps With Quality ControlThe Value of Progress Over Perfection with Ben GriseHow to Choose the Best Automation Tools for Systematizing Your Business with Daleele AlisonHow To Get Your Processes & Systems Implemented and Followed by the Team
Nov 10 2021
43 mins
Simplifying and Systematizing Your Remote Workspace with Darragh Fitzpatrick
Darragh Fitzpatrick has more than 20 years of experience in IT. In 2009, he became the Partner and Executive Vice President of Tabush Group, a top provider of virtual workspace, private cloud, and managed IT services for small to midsize businesses. Before this, Darragh worked as an IT manager at several firms in London. He is originally from Ireland and earned his bachelor’s degree in computer science from the University of Greenwich in London. In this episode: Remote working is not new for many businesses and professionals, and the pandemic pushed even more people to start working from their homes instead of their office setups. Was your business prepared for this change? Or, have you struggled with the transition to a virtual workspace? Darragh Fitzpatrick had a vision for virtual workspaces long before the COVID-19 pandemic made them a trend. At Tabush Group, he and his team created a cloud solution that allows you to work whenever, wherever you go. Now that there's an increasing demand for remote work, how can you start utilizing his unique platform to optimize your workspace? On this episode of the Systems Simplified podcast, Adi Klevit sits down with Darragh Fitzpatrick, the Partner and Executive Vice President at Tabush Group, to get the inside scoop on how to simplify and systematize your remote workspace. Darragh discusses his background in IT, the elements of an ideal business system, and how his virtual workspace platform helps businesses work faster, smarter, and more securely.
Nov 5 2021
42 mins
The Importance of HR Systems From a Litigator's Perspective with Joel Greenwald
Joel Greenwald is the Founder and Managing Partner of Greenwald Doherty LLP, a national employment law firm that represents employers. Joel has built a reputation for efficient and responsive representation of businesses from various industries, including manufacturing, retail, construction, technology, and more. He is also an international speaker and frequent lecturer on labor and employment topics and has contributed to various trade publications and business journals. Additionally, Joel has been designated with a prestigious “AV” rating by Martindale-Hubbell and has repeatedly been named as a Super Lawyer™.  In this episode: Did you know that most legal exposure for employers is caused by discrimination in the workplace? And, did you know that you can protect your business from lawsuits and other legal issues by simply systematizing and documenting your processes?  In other words, if you carry out your business in a systematic way and treat all employees the same, you will greatly reduce the chances of any legal action being taken against you or your company. Because of this, it’s important to ensure that all major components of your company's processes are documented — starting with your hiring systems and ending with your termination process.  In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joel Greenwald, the Founder and Managing Partner of Greenwald Doherty LLP, to discuss how systematizing your business can help you reduce lawsuits. They also talk about the importance of documenting HR processes, how the pandemic has affected the workplace, and the different challenges businesses have been facing with recruiting and managing remote teams.
Oct 29 2021
31 mins
How to Implement the Right Marketing Systems for Maximum ROI with Angela Byrnes
Angela Byrnes is the Director of Client Services at Roadside Dental Marketing, an agency that builds and markets cutting-edge dental and medical websites. Angela has over 30 years of hands-on experience in the dental industry. Currently, she focuses on helping dental and medical offices elevate their practices and accelerate their growth. Angela also hosts webinars for Roadside Dental Marketing and serves as a featured guest on different media outlets, where she shares her knowledge and love for the dental field. In this episode: Marketing systems are crucial for businesses because they are the key to promoting a brand and driving sales. When used consistently and effectively, good marketing systems help businesses have a constant influx of positive visibility and clients. So, how can you start systematizing your marketing today? According to Angela Byrnes, the first steps to take when creating an efficient marketing system is to identify your target audience and define your communication strategies. This requires time to prepare a systematized plan, and it shouldn’t be rushed. That’s why Angela encourages the use of schedules and action plans to ensure that tasks actually get done. On this episode of the Systems Simplified podcast, Angela Byrnes, the Director of Client Services at Roadside Dental Marketing, joins Adi Klevit to share her strategies for implementing the right marketing system for your business. Angela talks about the process of developing a workable system, how to create engaging social media posts, and her strategies for asking for referrals. Stay tuned.
Oct 27 2021
33 mins
Key Tactics for Developing Your Business and Creating a Market Strategy with Jerry Vieira
Jerry Vieira is a Certified Management Consultant and the Founder and CEO of The QMP Group. For over 30 years, Jerry has been helping businesses create breakthrough market strategies and develop an effective sales and marketing engine. He is considered an insightful, creative, and energizing force in his field. Jerry is also the author of two books and is currently working on his third. He earned an MBA from the University of Rhode Island and has held management positions in engineering, manufacturing, marketing, and sales for both Fortune 500 companies and small firms. In this episode: Do you know the difference between market strategy and marketing strategy? If so, how do you formulate an efficient market strategy? And, what is the key to implementing better marketing tactics? Jerry Vieira, a Certified Management Consultant, advises businesses against implementing too many different tactical marketing activities before having a solid market strategy in place. That’s because he sees many businesses use generic and costly tactics that don’t pay off. So, what is Jerry’s advice for creating a strategy that effectively solves the problems of your target audience? In this episode of the Systems Simplified podcast, Adi Klevit interviews Jerry Vieira, the Founder and CEO of The QMP Group, about his techniques for developing the right sales and marketing strategies. Jerry also talks about the importance of understanding a customer's POG (problem, opportunity, or gap) when formulating a market strategy, how to use gap analysis as a business development tool, and the most common mistakes businesses make with sales and marketing. Stay tuned.
Oct 22 2021
38 mins
How to Run EOS Level 10 Meetings with Julie Markee
Julie Markee is a Professional EOS Implementer and the Founder of Key Process Innovations, where she helps companies and entrepreneurs transform their businesses using the Entrepreneurial Operating System (EOS). Julie is a life-long entrepreneur who started her first business at the age of 12. After graduating from the University of Washington with a degree in chemical engineering, she began her career as a process engineer. Her passion has allowed her to streamline processes ranging from tortilla chip manufacturing to metal casting.  In this episode: Does your business have several variations for the ways it carries out its operations? Are you looking for a better approach to tackling the issues that arise in the course of running your organization? While working as a process engineer in a manufacturing plant, Julie Markee discovered that having too many variations for the way things are done can negatively impact the effectiveness of a company. That’s why she started looking for a way to reduce those variations. The solution? Implementing efficient, step-by-step processes in your business. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Julie Markee, the Founder of Key Process Innovations, to talk about using EOS to implement effective processes within an organization. Julie explains the value of processes in the manufacturing and service industries, her tips for creating quarterly business priorities, and how to run “EOS Level 10 Meetings” at your company. Stay tuned.
Oct 15 2021
45 mins
The Importance of a COO and Creating Your Company's Vivid Vision with Cameron Herold
Cameron Herold, known around the world as the CEO Whisperer, is the Founder of COO Alliance, a leading community for ops-minded professionals. Cameron is a business growth guru and the author of five books, including Double Double and Vivid Vision. Throughout his career, he has helped build several multimillion-dollar companies and engineered 1-800-GOT-JUNK?’s spectacular growth from $2 million to $106 million in revenue within six years. Additionally, Cameron is a top-rated international speaker and currently hosts the Second in Command podcast, where listeners can tune in for tips and insights from other high-level COOs. In this episode: Building a great company starts with having a great vision. But in order to bring this vision to life, you need to have effective leaders who can infuse positive energy into your company. So, how can you find and train better leaders for your business? From his many years of experience as a COO, growth guru, and business leader, Cameron Herold has learned the value of having a vivid vision for your organization. He also understands the importance of building effective systems to help leaders stay focused on this vision, uplevel their skills, and create successful teams. In this episode of the Systems Simplified podcast, Adi Klevit interviews Cameron Herold, the Founder of COO Alliance, about the importance of hiring a COO. Cameron explains how implementing a vivid vision can help you scale your company and talks about the 12 essential skills for becoming a better leader. He also discusses the biggest mistakes leaders make when managing time, delegating work, and training employees.
Oct 13 2021
39 mins
How to Systematize Your Business So You Can Learn, Earn and Return With Dr. Bill Dorfman
Dr. Bill Dorfman is a Cosmetic Dentist responsible for creating dazzling smiles for some of Hollywood's biggest celebrities. He is most recognized from the ABC hit show, “Extreme Makeover,” and as a recurring guest host on the Emmy Award-Winning daytime talk show, “The Doctors.” His company, Discus Dental, launched Zoom! and Brite Smile. These two revolutionary in-office whitening systems use a safe and effective, light-activated gel to whiten teeth by 8 to 10 shades in an hour. He also co-founded LEAP, a non-profit motivational and development program for high school and college students.  Dr. Dorfman graduated from UCLA in 1980 and received his dental degree from the University of the Pacific in San Francisco three years later. Upon graduation, he completed a two-year residency at a dental hospital in Lausanne, Switzerland, and then returned to the United States to establish his private practice in aesthetic and general dentistry in Los Angeles. In this episode: What makes one entrepreneur successful and another unsuccessful? What character traits or skills do successful people have that set them apart from others and help them build thriving businesses?  Dr. Bill Dorfman's life mantra is “Learn so you can earn, and then return.” Being a celebrated cosmetic dentist, he had great opportunities to build his career and become an entrepreneur. His advice to aspiring entrepreneurs and business owners is to reach out to successful people, learn their ways, and use that to build their businesses. This is what he did, and it allowed him to achieve great success, which he now uses to teach others and give back to the community.  In this episode of the Systems Simplified Podcast, Adi Klevit is joined by Dr. Bill Dorfman, a Cosmetic Dentist, to discuss how systemizing a business can help business owners learn, earn, and give back to others. They also discuss how Dr. Dorfman started his own practice in cosmetic dentistry, how systems help dentists provide better services to patients, and the importance of serving others. Stay tuned.
Oct 8 2021
28 mins
How To Create a System for Getting More Customer Reviews and Referrals With Adi Kaskavalciyan
Adi 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 started? Do you know how to reach out to your customers to ask for referrals? Having a good process for getting customer reviews and referrals is crucial to building a thriving business. Accomplishing this means the business owner must be committed to improving the customer experience process from the first interaction to when the sale is made and beyond. You must also have a good system for encouraging customers to leave reviews and refer you to others. In addition, you have to make sure that your business provides the types of services that your customers will rave about to others. So how can you create this process? Well, Adi Kaskavalciyan is here to tell us. In this episode of the Systems Simplified Podcast, Adi Klevit is joined by Adi Kaskavalciyan, the Co-founder of gFour Marketing Group, to discuss how to create a system for getting more reviews and referrals from happy customers. They discuss the benefits of customer reviews and referrals, share their strategies for requesting reviews, and explain what businesses can do to increase customer engagement after closing a sale. Stay tuned.
Oct 1 2021
37 mins
How to Become an Enabler in Your Business with Aliza Freud
Aliza Freud is the Founder and CEO of SheSpeaks, an influencer marketing company that connects female influencers and creators with brands and the media. Powered by a community of influential women, the SheSpeaks platform reaches over 300 million consumers monthly. Aliza is also the host of the podcast, SheSpeaks: How She Does It, which features female CEOs, actresses, producers, authors, athletes, and more that are shaping our world. In this episode: How can implementing processes empower you to scale your business faster? And, how can these processes help you become an enabler in your business? As an entrepreneur who is passionate about your business, you may find it difficult to let go of some of your responsibilities and start delegating tasks to your team. You might be concerned about the work not being completed as you want — but, in the process, you will always remain a doer in the business. Because of this, it’s important to have processes in place to help you transition to an enabler and allow your team to become the doers. This way, you can scale your business faster and achieve the next-level growth you’re looking for. In this episode of the Systems Simplified podcast, Adi Klevit interviews Aliza Freud, the Founder and CEO of SheSpeaks, about how entrepreneurs can use processes to become enablers in their businesses. Aliza talks about the differences between implementing procedures for established companies versus startups, the importance of refining your processes over time, and her strategies for hiring the right people in your business. Stay tuned.
Sep 29 2021
32 mins
Building and Documenting Processes in the Events Industry with Kim Kopetz
Kim Kopetz is the President of Opus Agency, a strategic experiential marketing agency that works with some of the world’s most influential brands. Kim started her career at Opus in 1998 as a Senior Event Manager before leaving to work with global brands like Intel, Nike, and the NBA. She returned to Opus in 2017, where she took on the role of Chief Growth Officer before being promoted to President. Throughout a career spanning more than 20 years, Kim has been a leader in global experience and event marketing for both brands and agencies. Her expertise helped Opus earn a perennial listing as one of the Inc. 5000 “Fastest-Growing Private Companies in America.” In this episode: Building processes for your business should never be done just for the sake of it. Every leader needs to have solid reasons and goals behind those systems to ensure that their team embraces them consistently and effectively. So, how can you implement processes that your team wants to follow?   Creating and documenting processes may appear boring, draining, or time-consuming. However, Kim Kopetz knows that in order to build a thriving business, increase efficiency, and scale quickly, processes have to be given top priority. To effectively implement them for your team, she advises you to start by communicating why certain processes exist and what their purposes are. This way, your team will understand the benefits of systematizing your business.  In this episode of the Systems Simplified podcast, Adi Klevit is joined by Kim Kopetz, the President of Opus Agency, to talk about building processes in the events industry. Kim explains the importance of having objectives when documenting processes, what leaders need to do to ensure their team implements those processes, and how to encourage a culture of curiosity in an organization.
Sep 24 2021
31 mins
How Systems and Assessments Can Boost Your Hiring Process with Patrick Valtin
Patrick Valtin is the CEO of HireBox, an exclusive pre-hire assessment platform that accurately evaluates an applicant’s job-related soft skills. He is also a talent acquisition and retention consultant who has trained over 140,000 business owners on hiring, management, business strategies, leadership, and sales. Additionally, Patrick is the best-selling author of No-Fail Hiring 2.0 and Taking Off the Mask and a world-renowned public speaker on the subject of recruitment branding strategy. With over 30 years of business experience, Patrick has helped more than 5,000 small businesses hire great people. In this episode: Did you know that every business is legally required to have a good hiring process? Many small business owners don’t take the time to create effective talent acquisition systems, but this could end up costing them — in more ways than one.  According to Patrick Valtin, the Equal Employment Opportunity Commission (EEOC) can take action against your company if it finds out that you don't have fair and documented hiring systems in place. Therefore, taking the time to develop an efficient hiring process can save you a lot of frustration in the form of lawsuits or fines. But, this isn’t the only way that recruiting systems can save your business. As Patrick says, incorporating more steps into your talent acquisition process can help you boost your team’s performance, improve your company’s happiness index, and much more.  In this episode of the Systems Simplified podcast, Adi Klevit is joined by Patrick Valtin, the CEO of HireBox, to talk about the importance of implementing systems in your hiring process. Patrick discusses the common mistakes recruiters make when hiring new talent and shares his advice for evaluating a candidate’s honesty and soft skills. He also explains why it’s important to have a standard hiring process for all candidates.
Sep 22 2021
49 mins
Leveraging Systems to Build a Community of Digital Professionals with Carl Smith
Carl Smith is the Owner of the Bureau of Digital, a community made up of digital leaders. Carl spent 14 years in digital marketing before launching his first digital agency, nGen Works, which he ran for over a decade. He was introduced to the Bureau of Digital while running his agency and, in the process, fell in love with connecting digital marketers and building a community in the industry. A few years later, he took over the Bureau of Digital, and he now spends every day connecting with digital professionals to give them the support they need. In this episode: What are your thoughts on using systems and documenting processes in your business? Do you see them as a hindrance from your core business functions? Are you hesitant to implement them for fear of changing too much too quickly? As Carl Smith built and grew his digital agency, he viewed systems as unnecessary because of the frequent changes that were happening in his industry. Carl and his team preferred moving with those changes in a bid to stay up-to-date with their competitors, and this prevented them from documenting their processes. Eventually, however, they realized the value of implementing efficient systems and overcame the challenges in their business by creating, documenting, and consistently updating their processes. In this episode of the Systems Simplified podcast, Adi Klevit interviews Carl Smith, the Owner of the Bureau of Digital, about how he uses systems to build a community of digital leaders. Carl discusses his introduction to the Bureau of Digital, how the community has evolved over the past few years, and the efficient systems and processes that help the community thrive. Stay tuned.
Sep 17 2021
23 mins
Creating a Valuable PR Process with Jeremy Slate
Jeremy Slate is the Founder of the Create Your Own Life Show, where he interviews the highest performers in the world. On iTunes, Jeremy’s podcast was ranked #1 in the business category and #78 in the top 100. It was also named a “top podcast to listen to” by Inc. Magazine in 2019, and Jeremy was recognized as a “millennial influencer to follow” in 2018 by BuzzFeed. After his success in podcasting, Jeremy and his wife, Brielle, founded Command Your Brand, a podcast public relations agency that helps visionary founders use the power of podcasts to change the world. In addition to this, Jeremy is a contributing editor of New Theory Magazine and Grit Daily News.  In this episode: Public relation campaigns can be extremely influential for businesses looking to raise awareness and drive traffic to their brands. But, unknown to many business owners, PR strategies should be systemized and documented to have the biggest impact. With an effective process, these strategies can play an important role in driving value to your company for years to come. Jeremy Slate, the Founder of Command Your Brand, advises business owners to systemize their PR campaigns — especially if they’re looking to raise awareness by speaking on podcasts. Through his company, he helps visionary entrepreneurs appear on more influential podcasts to increase their visibility and grow their businesses. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Jeremy Slate, the Founder of the Create Your Own Life Show and the Co-founder of Command Your Brand, to discuss his strategies for systemizing public relation campaigns to boost awareness and expand your business. Jeremy shares his tips for speaking on influential podcasts and explains how to drive value as a podcast guest. He also talks about his valuable “small pond” PR strategy. Stay tuned.
Sep 15 2021
38 mins
Utilizing Systems to Mitigate Risks and Prevent Losses with Joshua Keene
Joshua Keene is an accredited Insurance Advisor at Elliott, Powell, Baden & Baker, an independent insurance agency based in Portland, Oregon. Joshua helps local businesses protect their people, profits, and public relations through creative risk management and commercial insurance solutions for the manufacturing, technology, and construction industries. He is also a regional expert on cybersecurity threats and how to insure against them.  In this episode: Has your business ever suffered losses due to avoidable circumstances? What if there were simple systems that you could implement to protect your company from future risks? If you’re ready to take that step, Joshua Keene has some advice for you. Businesses can suffer losses from various different sources, including cyberattacks, car accidents, property damages, legal lawsuits, or even theft. These pose a huge risk to businesses, and failure to protect against them could lead to even bigger financial losses. According to Joshua, investing in the right systems is the key to identifying these risks and preventing costly losses. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joshua Keene, an Insurance Advisor at Elliott, Powell, Baden & Baker, to explain how to mitigate risks and prevent losses at your business using effective systems. They discuss how the right systems can help you avoid cyber attacks, why you should always document your hiring process, and Joshua’s tips for encouraging employees to implement and follow company policies. Stay tuned.
Sep 10 2021
34 mins