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. read less

How Implementing Systems Drives Revenue With Tetiana Tasyts
Mar 15 2023
How Implementing Systems Drives Revenue With Tetiana Tasyts
Tetiana Tasyts is the Founder of Flash, which offers online English courses to anyone who speaks Russian, including very young children. After growing up in Ukraine, she began studying English to create opportunities for herself. Tetiana started her career as a teacher before becoming a translator and then founded Flash, which had 32 branches in Ukraine before the war, so now she offers it online. In this episode: Launching a business can be overwhelming, and knowing where to begin is often difficult. But with a vision and precise systems, anyone can own an impactful business. Today’s guest shares how administering strategic processes can help you start and grow a company and overcome obstacles along the way. After launching an English school in Ukraine, Tetiana Tasyts struggled to generate revenue. She joined consulting programs to help her implement business processes, including KPI development and financial planning. Consequently, Tetiana gained business insights and skills, increased visibility, and hired a team of top leaders to manage the company. Within four days of everything being shut down due to COVID, she managed to transition her 3,000 students to online learning and has continued her business in and outside of Ukraine since the war began. Join Adi Klevit in today’s episode of Systems Simplified as she chats with Tetiana Tasyts, Founder of Flash, about starting and scaling a company with sound processes. Tetiana also shares how she became a teacher and English translator, her vision for Flash, and the value of systems in solving business problems.
Systems for Streamlining Internal Communication With Matt Schwartz
Mar 3 2023
Systems for Streamlining Internal Communication With Matt Schwartz
Matt Schwartz is the Founder and Executive Director at Constructive, a leading nonprofit social impact branding and web design agency that helps ambitious nonprofits, foundations, and education organizations solve the world’s most pressing challenges. With 27 years of experience as a designer, brand strategist, and writer for the social impact sector, Matt helps Constructive’s teams create processes and practices to elevate brand value. He also contributes to the nonprofit design space by serving on the leadership team for the NY chapter of The Communications Network and writes, speaks, mentors, and conducts workshops. In this episode: Strategic systems are the foundation of any service-based design company. Developing proprietary processes maximizes value for clients and allows you to scale at a rate that suits your needs. So what are the best methods for structuring your business? Since Matt Schwartz works closely with various organizations, understanding how to manage multiple work streams, teams, and client goals is integral to his success. He says that human processes are essential to managing these components effectively, so you have to relay knowledge to internal teams throughout the organization. Project reviews, cross-disciplinary meetings, and documentation can ensure optimal communication, predictability, and consistency. In this episode of Systems Simplified, Adi Klevit speaks with Matt Schwartz, Founder and Executive Director at Constructive, about integrating systems for seamless business operations. Matt shares the importance of transferring knowledge between internal teams, how Constructive’s systems impact its culture, and how he creates value for his clients through consistent processes.
Building a Fractional Recruiting System With Maria Pokrovskaya
Mar 1 2023
Building a Fractional Recruiting System With Maria Pokrovskaya
Maria Pokrovskaya is the Co-founder and CEO of Artclever, an award-winning EdTech (educational technology) company helping creative professionals from 23 countries start or upscale a career. As an architecture professor, she founded Artclever to make architecture and interior design courses available globally. Maria is also a member of the international research program Moving Boundaries and is active in other professional organizations.  In this episode: Today’s talent market is becoming increasingly competitive, and businesses struggle to acquire qualified employees at affordable rates. Conversely, the lack of practical education hinders candidates’ abilities to obtain the necessary credentials to enter the workforce. So what systems can you implement to solve these pressing issues? Maria Pokrovskaya has built her business around a fractional recruiting model that employs short-term decentralized talent. Artclever has implemented a strategic system that provides educational opportunities and career development to job seekers in the architecture space. This creates a valuable talent pool that companies can leverage to meet their hiring needs. Maria encourages you to capitalize on this model to optimize and scale your business. Co-founder and CEO of Artclever, Maria Pokrovskaya, joins Adi Klevit in today’s episode of Systems Simplified to discuss the fractional hiring business model. Maria also shares how she dismantles cultural barriers through her international firm, the benefits of fractional talent, and how she built and scaled Artclever.
Developing Systems To Sell Your Business With Jessica Fialkovich
Feb 22 2023
Developing Systems To Sell Your Business With Jessica Fialkovich
Jessica Fialkovich is the Founder and President of Exit Factor, which offers a proven method that helps small to midsize business owners maximize their company’s value before selling it. As a top expert in the business brokerage industry, she is a keynote speaker, small business advocate, award-winning business owner, and bestselling author. Jessica is also a four-time Inc. 5000 Entrepreneur and the Founder and Chair of Transworld Business Advisors. In this episode: 95% of entrepreneurs sell their businesses due to personal challenges. Yet, many business owners delay developing an exit plan, compromising the company’s value during the transaction. So how can you develop a thorough process to exit your business and maximize its value? As an expert exit strategist, Jessica Fialkovich recommends managing your day-to-day operations as if you’re planning to sell your company. By keeping a potential exit top of mind, you can begin developing a strategy that boosts profitability. The sale process takes approximately one year, so it’s crucial to identify an ideal price range and assess your business’ worth to establish systems that help you reach that goal. You should begin positioning your company to sell four to six years in advance so you can capitalize on its full potential. Tune in to this episode of Systems Simplified as Adi Klevit sits down with Jessica Fialkovich, Founder and President of Exit Factor, to talk about preparing to sell your business. Jessica shares strategies for exiting a business, the timeline to maximize its valuation, and key considerations for buying a company.
The Leading Systems for Financial Success With Eric Miller
Feb 20 2023
The Leading Systems for Financial Success With Eric Miller
Eric Miller is the Co-owner and Chief Financial Advisor at Econologics Financial Advisors, which exclusively serves practice owners, including physical therapists, dentists, veterinarians, and chiropractors. In his role, he helps clients discover the barriers that prevent them from attaining financial freedom. Eric specializes in creating and implementing the Econologics Roadmap and annual reviews for clients, allowing them to reach short-term and long-term goals. In this episode: Owning a practice is demanding, and practitioners often neglect their responsibilities as business owners in favor of their primary role. As a result, money can become lost in the company, and practitioners may lose control of their personal and business finances altogether.  Financial advisor Eric Miller’s step-by-step process helps you regain control of your assets to achieve financial freedom. Before employing his system, Eric leads you to define what financial independence means to you by identifying your goals for the lifestyle you want to live. Your business should be your main income stream, and that's where to start. He says to think of your household as the parent company with your business functioning for its financial benefit by setting up a weekly expense account from the business that channels into the household. A separate account should be set up for that money so it's not squandered and can be used to invest in other income streams. When you execute a system that grows your business and funnels a portion of its profits to create more revenue streams, you've started to establish a process that creates the lifestyle you want for yourself and your family. In this episode of Systems Simplified, Adi Klevit hosts Eric Miller, Co-owner and Chief Financial Advisor of Econologics Financial Advisors, to talk about developing a financial plan for your household and business. Eric shares his systems and processes for building wealth, how to attain financial freedom, and the correlation between business and personal finances to create the lifestyle you want.
Systematizing Personal Branding With Marina Byezhanova
Feb 17 2023
Systematizing Personal Branding With Marina Byezhanova
Marina Byezhanova is the Co-founder of Brand of a Leader, a personal branding agency for entrepreneurs and executives. As an entrepreneur, global speaker, show host, and personal branding expert, she has been quoted and referenced in various publications, including Inc.com, Forbes.com, Yahoo News, Financial Post, Fast Company, and Success Magazine. Marina's mission is to inspire entrepreneurs to speak up, stand out, and be radically authentic through the power of building their personal brands. She's a tenured member of the Entrepreneurs’ Organization, having served in local, regional, and global roles. In this episode: As an entrepreneur, it’s often difficult to separate your identity from your business. Yet, developing a sense of self apart from your company is crucial to amplify your impact. So how can you develop systems to build your personal brand? According to Marina Byezhanova, a personal brand has three key aspects: unique positioning, associations, and consistent marketing. Her proprietary personal branding process involves participating in exercises to uncover your true self. Marina encourages entrepreneurs to identify significant life moments and influential mentors, list positive and negative descriptors to determine how they want to be recognized, generate an ideal audience, and establish credibility.  Join Adi Klevit in today’s episode of Systems Simplified as she chats with Marina Byezhanova, Co-founder of Brand of a Leader, about her process for developing a personal brand. Marina explains why entrepreneurs seek personal branding services, the importance of business systems, and the three core components of a personal brand.
Systems for Running Seasonal Businesses and Investing in Real Estate With Chad Zdenek
Feb 3 2023
Systems for Running Seasonal Businesses and Investing in Real Estate With Chad Zdenek
Chad Zdenek is the CEO of CSQ Properties, a real estate investment company that acquires, repositions, and manages multi-family properties. Before CSQ, he was a rocket scientist and structural dynamics engineer who worked for Boeing before transitioning to become the CEO of Mobile Illumination, a company that provides Christmas lighting and decorations for residential and commercial buildings. Additionally, Chad is a TV host. As an investor himself, Chad helps other entrepreneurs invest in real estate so they can achieve financial freedom through passive income. He’s received extensive education, including a BS in civil engineering, an MS in structural engineering, an MBA with an emphasis on entrepreneurial studies from UCLA, and also attending the Goldman Sachs 10,000 Small Business Program and MIT’s Entrepreneurial Masters Program. In this episode: Do you run a seasonal business? What unique challenges do you face growing and scaling a cyclical company, and what are some ways to alleviate those issues? The first step, according to Chad Zdenek, is to map out your business processes clearly. Documenting these processes is key in streamlining your team's work and managing the complexity of a seasonal business. Chad advises entrepreneurs to invest in systems to increase efficiency and take advantage of limited time due to the cyclical nature of business operations. He also encourages company leaders to invest in real estate as a source of passive long-term income. Chad Zdenek, the CEO of CSQ Properties, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about systems for running a seasonal business. He also shares strategies for getting your employees to implement systems and how to get started with real estate investing.
How Implementing Systems Cultivates Flexibility and Authority With Augusto Carneiro
Jan 20 2023
How Implementing Systems Cultivates Flexibility and Authority With Augusto Carneiro
Augusto Carneiro is the Founder and Chief Friendship Officer of Nossa Familia Coffee, an Oregon-based roaster that aims to deliver exceptional farm-direct coffee and create positive relationships locally and globally. Augusto’s family has been growing coffee in the highlands of Brazil since the 1890s, and he founded Nossa Familia to bring his family’s coffee to Portland.  Initially, all of Nossa Familia’s coffee was imported from his family’s farms, which remain at the core of its direct coffee trade model. Over time, the company has developed deeply rooted relationships with coffee growers around the world. In this episode: Successful businesses require strategic processes for task delegation, goal-setting, and growth. While some entrepreneurs excel at these responsibilities, others are more creative and struggle to implement the right systems, remain assertive, and follow through with their practices.  Augusto Carneiro falls under the second category of entrepreneurs. As a creative visionary and people-pleaser, he values the freedom to develop new ideas and tends to delegate tasks too quickly. Yet, systems don’t have to be constraining, and after hiring a process-oriented COO, Augusto found that adhering to a regular schedule allows for further flexibility. It’s also crucial to develop sound business goals and values so that you can delegate tasks with authority and intention and provide constructive feedback confidently.  Tune in to this episode of the Systems Simplified podcast as Adi Klevit welcomes Augusto Carneiro, Founder and Chief Friendship Officer of Nossa Familia Coffee, to talk about the benefits of processes for business growth, flexibility, and confidence. Augusto shares the inspiration behind “chief friendship officer,” how he implemented systems to facilitate Nossa Familia’s growth, and how he initiated difficult conversations and overcame the challenges of delegating tasks.
How Creating Systems for Showing Up Energetically Every Day Drives Business Success With Suzie Hall
Jan 13 2023
How Creating Systems for Showing Up Energetically Every Day Drives Business Success With Suzie Hall
Suzie Hall is an author, speaker, transformation expert, and the Founder and CEO of Cornerstone Design and The Cornerstone Collective, along with two other companies. Celebrating 30 years in business, Cornerstone Design provides interior design services for most markets, including commercial, medical, multifamily, government, luxury residential, and hotels. The Cornerstone Collective is a full-service design and construction solution that accelerates and simplifies the process, bringing proven leadership, outstanding talent, innovation, and optimal resources together to create the ideal project development team. After receiving her BA in business administration, Suzie moved on to design and development, which gives her a unique view of the industry, allowing her to combine aesthetic appeal with business realities and to view projects through the owner’s lens. In this episode: How do you show up to work every day? As a leader, do you consistently show up with positive energy? How is the success of an entrepreneur's business impacted by having the right systems and mindset?  To be a great leader, you have to make a deliberate effort to show up as your best self consistently every day. Suzie Hall developed and systemized daily routines and habits to help her show up energized every day by transforming both her personal and professional life. When entrepreneurs prioritize their well-being and take good care of themselves, they are better equipped to amplify the success of their businesses. Creating a culture that provides a structure that also gives your creatives room to roam is integral to success and employee satisfaction. Suzie subscribes to the mantra that having systems for yourself and your business encourages people to clear their minds, recognize opportunities, and be open to new possibilities. In this episode of the Systems Simplified podcast, Suzie Hall, Founder of Cornerstone Design and The Cornerstone Collective, joins Adi Klevit to share her systems for showing up with magnificent energy every day. They also discuss the biggest challenges Suzie overcame growing her businesses, how her morning routine affects her business, and how she structures and uses systems and processes to scale her companies.
Processes for Unleashing the Power of Your Second in Command With Cameron Herold
Jan 11 2023
Processes for Unleashing the Power of Your Second in Command With Cameron Herold
Cameron Herold, dubbed by Forbes as Today’s CEO Whisperer, is the Founder of COO Alliance, a leading community for ops-minded professionals to help them build better companies and develop revenue and profit-generating ideas. He is a business growth guru and the best-selling author of several books, including Double Double, Vivid Vision, and his latest, The Second in Command. He has been an entrepreneur for almost 20 years and was second in command at several companies. Throughout his career, Cameron has been the mastermind behind the exponential growth of hundreds of companies. Featured in publications, including Forbes, Inc., The New York Times, and Fortune, he is also a top-rated international speaker and hosts the Second-in-Command podcast, where listeners can tune in for tips and insights from other high-level COOs. In this episode: What is the best process for hiring, onboarding, and training your company's second in command? How can you create a trustworthy and mutually beneficial relationship with your COO? The second-in-command plays a crucial role in the daily operations of a company. From supporting the CEO to acting as an entrepreneur's business partner, a COO helps the business achieve its goals. A valuable and effective second in command must understand and align his or her work with the company's core values, vision, mission, culture, and purpose. This alignment ensures they actively participate in executing the company's objectives and the scaling of the business. In this episode of the Systems Simplified podcast, Adi Klevit interviews Cameron Herold, the Founder of COO Alliance, about his process for unleashing the power of your second in command. Cameron shares best practices for hiring a COO, tips for delegating work and strengthening the CEO/COO relationship, and how to effectively onboard and train a COO.
Streamlining Workflows With Automated Process Documentation With James McDonough
Jan 6 2023
Streamlining Workflows With Automated Process Documentation With James McDonough
James McDonough is the Founder and CEO of FAT FINGER, a digital standard operating procedure software platform that empowers frontline workers to work more efficiently. Its easy drag-and-drop builder empowers anyone to create digital procedures in seconds. James’ international industry experience includes internet technology, oil and gas, mining, forest and pulp and paper, and government and consumer goods. He is a passionate entrepreneur, technologist, and past top-tier management consultant. A sought-after speaker, James has held many industry forums and spoken at top universities worldwide on a range of topics, including entrepreneurship, innovation, industrial internet of things (IIoT). In this episode: The most successful companies use workflows and procedures to run operations and achieve business objectives. Documenting and implementing these processes save time and money and boost efficiency. So, how can your business get started and take advantage of these benefits?  Creating SOPs (standard operating procedures) requires a time investment, communication, and relevant information. But using automated workflows, FAT FINGER makes it easy for employees to access relevant information to complete their tasks, and its drag-and-drop builder enables anyone to create digital procedures in seconds. According to James McDonough, automating procedures is a great way to empower employees, promote efficiency, and improve communication and collaboration. These benefits positively impact engagement among employees, management, and clients. Investing in automation also helps with time management and reduces human error. In this episode of the Systems Simplified podcast, Adi Klevit is joined by James McDonough, the Founder and CEO of FAT FINGER, to talk about streamlining workflows with his process documentation platform. They discuss the effects of automated workflows on business operations, how FAT FINGER promotes employee empowerment, and the benefits of documenting processes and procedures.
Creating Processes for Following Up With Leads With Camela Thompson
Dec 30 2022
Creating Processes for Following Up With Leads With Camela Thompson
Camela Thompson is the Vice President of Marketing at CaliberMind. This leading B2B revenue analytics platform looks at every sales and marketing touchpoint to help marketers make sense of their data to enable confident decision-making and faster growth. With experience in the marketing world, Camela has also spent over 15 years in revenue operations in the technology industry, growing successful startups such as Qumulo, ExtraHop Networks, and CDK Global (formerly Cobalt). She is also the host of The Revenue Marketing Report podcast. In this episode: We’ve all had experiences when we reach out to a company or a person and never get a response. It makes us feel unimportant, and any chance of them receiving our business is lost. So, what’s the most effective process for turning those leads into clients? With an extensive background in marketing and growing businesses, Camela Thompson knows that if you don’t have a responsive follow-up system in place to engage with leads, you’ll lose motivated potential clients. The main focus is to have a method of tracking your leads and a system of next steps to engage with them. It’s also essential to make communication personal and identify and understand your leads' struggles, desires, and needs to determine if your lead is in your target market. Formulating an organized approach and developing a responsive process will enable you to secure more clients and grow your business.  Camela Thompson, the Vice President of Marketing at CaliberMind, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about developing creative processes for following up and optimizing business leads. Camela shares tips for identifying your ideal leads, determining the frequency of communication, and maintaining an integrated CRM.
How Systems and Organizational Processes Integrate With Entrepreneurship With Dee Soffer-Ninary
Dec 28 2022
How Systems and Organizational Processes Integrate With Entrepreneurship With Dee Soffer-Ninary
Dee Soffer-Ninary is the CEO of Optima Enterprises, a professional real estate and construction management company specializing in providing cost-effective property and project management services. Destined to become a serial entrepreneur at the ripe age of 13, Dee had already started her first business as a math and writing tutor and grew it by having other tutors do it on her behalf.  As an adult, she started her career as a property management consultant, and over the past two decades, she has established multiple successful entities in the real estate and construction sectors. Dee is a board member for the Entrepreneurs’ Organization (EO) and also the President of her local EO Los Angeles Chapter. In this episode: How do you take an idea and turn it into a business? What do you have to do to become a successful entrepreneur? Does entrepreneurship involve simply taking an idea from concept to execution?  As a serial entrepreneur, Dee Soffer-Ninary creates business ideas, but she knows she needs others to take that idea and push it through to execution. You need the finders, minders, and grinders to get it done. She also knows that systems and processes are part of a successful business plan, and serial entrepreneurs need them to move forward and support their other creative ideas. Entrepreneurship is not just about taking an idea directly from concept to execution — you need to have effective systems in place and be willing to take risks. In this episode of the Systems Simplified podcast, Adi Klevit interviews Dee Soffer-Ninary, the CEO of Optima Enterprises, about integrating systems with entrepreneurship. Dee shares her entrepreneurial journey and explains how systems can help you become a better entrepreneur. They also discuss strategies for executing business ideas and tips for balancing your personal and professional life.
How To Use Systems To Increase Efficiency and Make Business Processes Easier With Justin Riordan
Dec 23 2022
How To Use Systems To Increase Efficiency and Make Business Processes Easier With Justin Riordan
Justin Riordan is the Founder of Spade and Archer Design Agency, a home staging company with locations in Palm Springs, Portland, and Seattle. Justin is a thought leader and a trendsetter in the real estate industry. Before opening Spade and Archer in 2009, he practiced interior architecture and interior construction for 12 years. Additionally, he is an accomplished and engaging speaker who regularly presents at real estate industry events, sharing his expertise about home staging. In this episode: What strategies can you use to make work easier and more efficient for yourself and your employees? How can you use systems to improve the customer experience? When Justin Riordan realized his business was leaving a lot of money on the table using tedious processes, he built systems for his agency because customers want to deal with companies that make the shopping experience easy. Justin hired new employees based on his agency's core values, delegated work, and offered employee incentives. He also nurtured leaders from his team and let go of unproductive employees. These strategies enabled Justin to step back from the daily management of his company and gain more freedom. In this episode of the Systems Simplified podcast, Adi Klevit interviews Justin Riordan, the Founder of Spade and Archer Design Agency, about how to use systems to increase efficiency and make business processes easier. Justin talks about his favorite business systems, explains how his company scaled when he started implementing systems, and shares his strategies for training employees.