Systems Simplified
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.
The Benefits of Well-Documented Automated Business Processes With John Lund
John Lund is the Founder and Executive Coach of MyB2BCoach, a company that coaches sales teams in small to mid-sized businesses. MyB2BCoach's proven process is built on strategy, training, accountability, and AI sales coaching software.  John is also the President of Entresmart, a company that specializes in helping small and mid-sized businesses grow their top and bottom line through strategic planning, facilitation, coaching, and empowerment training. He also founded OFFWIRE Inc., which was recognized three times on the Inc. 5000 list of fastest-growing businesses. He successfully exited and sold the company after 19 years to a world-renowned distributor.  Additionally, John has been heavily involved with the Entrepreneurs’ Organization (EO) for 22 years, holding several leadership positions over his tenure. In this episode: You'll likely realize some growing pains at the beginning of your entrepreneurial journey, including the feeling that you're constantly putting out fires. So, what can you do to help you grow and scale your business? With decades of entrepreneurial experience under his belt, John Lund knows that well-established processes can do wonders for a business. When you document and systemize your business processes and then use automation to improve your efficiency and remove redundancies, it dramatically affects your business' profitability and ability to grow. One of the key business strategies that will propel you towards your business aspirations is implementing and integrating automated processes and procedures, so you don't have to rely on the one unicorn on your team who stores the information in her head. In this episode of the Systems Simplified podcast, host Adi Klevit joins John Lund, Founder and Executive Coach of MyB2BCoach. John shares his entrepreneurial journey and what he learned along the way. He details the value of well-documented processes and procedures, how he helps businesses increase efficiency and profitability using automation, how systemizing your business increases its value when strategizing an exit, and identifying and removing redundancies to increase business growth.
Dec 16, 2022
31 min
The Process of Creating a Stellar Virtual Presentation With Kimberli Allen
Kimberli Allen is the CEO and Founder of Everything Webinar, a professional training and coaching company focused on adapting in-person skills to a virtual presentation environment. The Everything Webinar team shows you how to wow your audience and keep them engaged in your virtual event so you can effectively communicate with your audience no matter where they are. With 18-plus years of experience at Everything Webinar, Kimberli has trained and coached over 7,500 people in 32 countries for companies including Cisco, Philips, IBM, Motorola, and Hewlett-Packard. In this episode: Could your virtual presentations, training programs, webinars, meetings, or coaching sessions use some swag to be more engaging for your audience? Is there an easier way to create the kind of presentation that sets you above the rest? Using more than three decades of expertise in the presentation arena, Kimberli Allen has created a template structure process that guides you every step of the way, explaining the many components you must include and others practices to avoid. Being mindful of the three basic adult learning styles to incorporate throughout the presentation is critical to engage the audience effectively. From the initial attention grabber to the closing, you can learn Kimberli's proven process to boost your presentation performance and drive home your message. In this episode of the Systems Simplified podcast, host Adi Klevit interviews Kimberli Allen, CEO and Founder of Everything Webinar, as she shares the secrets behind the process of creating engaging presentations. Kimberli walks you through her template structure process, the essential components of a successful presentation, and various other tips to gain, maintain, and retain your audience’s attention.
Dec 14, 2022
48 min
Fractional and Decentralized Leadership Systems With Joseph Frost of yorCMO
Joseph Frost is the Co-founder & Chief Revenue Officer of yorCMO, the first fractional and decentralized leadership franchise business helping growth-minded CEOs execute efficient marketing strategies. Joseph also co-founded Fractional Professionals Association, a peer-to-peer community organization for Fractional Professionals, and Frost Media Group, a video production company producing content that breaks through our content-saturated world. He coaches and consults entrepreneurs and teams on strategy and decentralized leadership. In this episode: How do you take your business to the next level after growing solely through sales and networking?  Hiring a fractional professional may be the next step in helping you reach your business goals. Fully committed to a fractional lifestyle, these professionals are available when you want to scale your business. Knowing when it’s the right time to hire these professionals and how to manage them can take your business to the next level. In this episode of the Systems Simplified podcast, host Adi Klevit interviews Joseph Frost, Co-founder and Chief Revenue Officer of yorCMO, to discuss how fractional and decentralized leadership can benefit your business. Joseph also shares how he drew inspiration from the fractional CFO model alongside his partner to create a framework for marketers.
Dec 9, 2022
37 min
The Process of ValueGraphic Marketing With David Allison
David Allison is the Founder of Valuegraphics, a global inventory of core human values that he has designed to be a measurable business metric — allowing businesses an edge in today’s economy. David is a human values expert, global researcher, and best-selling author. He holds his Bachelor of Arts in mass communications and media studies from the University of North Dakota. In 2018, Inc. Magazine named David’s book, We Are All the Same Age Now: Valuegraphics, The End of Demographic Stereotypes, one of the best leadership books of the year. His new book is called The Death of Demographics: Valuegraphic Marketing for a Values-Driven World. In this episode: What is the secret to building a values-based business? How can you use values to create systems to run your company? To build a values-driven business, you need relevant and accurate data. Assumptions about your target audience lead to inaccurate conclusions and limit your ability to serve customers effectively. Valuegraphics allow businesses to understand the needs of their customers, employees, and other stakeholders. Focusing on demographics alone is not enough.  In this episode of the Systems Simplified Podcast, Adi Klevit interviews David Allison, the Founder of Valuegraphics, about value-graphic marketing. They discuss how values influence human behavior, how to build a values-driven business, and how to use values to create systems.
Dec 2, 2022
33 min
Systems for Creating Business Connections and Building a Powerful Personal Brand With Dorice Horenstein
Dorice Horenstein is an energetic and dynamic keynote speaker, author, and coach whose mission is to help leaders and teams find the power within themselves to improve effectiveness. She served as an officer in the Israeli Defense Forces before moving to America to pursue a career in education. After 30 years in education, Dorice decided to make the world her classroom by launching her speaking and coaching business. She is also the author of the award-winning bestselling book Moments of the Heart: Four Relationships Everyone Should Have to Live Wholeheartedly. In this episode: How can you build meaningful and powerful relationships? How can you leverage your connections to benefit the growth of your business? One of the best ways to nurture great business relationships is to serve others. Serving others builds a powerful personal brand, develops meaningful connections, and grows your business. Dorice Horenstein advises business leaders to shift their mindset to bring out the champion within — be courageous, believe in yourself and your abilities, and follow your path. In this episode of the Systems Simplified Podcast, Adi Klevit interviews Dorice Horenstein, an energetic and dynamic keynote speaker, author, and coach, about her system for creating business connections and building a powerful personal brand. Dorice discusses the power of connections, how she started her speaking and coaching business, and her ideal audience for speaking engagements.
Nov 30, 2022
25 min
How To Create a System for Working With Your Spouse With Dré Slaman
Dré Slaman is the Co-founder and CEO of Farm to Fit, a healthy, ready-to-eat weekly meal delivery service in the Portland, Oregon, area. Farm to Fit was started in 2011 by Dré and her husband, G. Scott Brown, who were looking for a food delivery service in the Portland region. They couldn’t find one, so they decided to create one themselves. Over the years, they’ve expanded their kitchen space and hired 30 team members to keep up with the demand for their services.  In addition to being an entrepreneur, Dré is also an actress and a mother. She is the President-Elect of the Entrepreneurs' Organization (EO) Portland Chapter and holds a master of fine arts in acting from Northern Illinois University. In this episode: To build a successful business, developing great relationships, both personal and professional, is crucial. According to Dré Slaman, solid relationships and business networks are necessary for every leader looking to grow a thriving business.  Having spent 11 years in entrepreneurship, one of the biggest lessons Dré has learned is the value of surrounding yourself with a solid support system. As a business leader, she suggests developing a habit of asking for help and leaning on other people's expertise, knowledge, and experience to build a thriving business. If you work alongside your spouse, create systems and processes that guide you in running your business.  In this episode of the Systems Simplified podcast, Adi Klevit interviews Dré Slaman, the Co-founder and CEO of Farm to Fit, about how to create a system for working with your spouse. Dré talks about starting a business with her husband, the value of developing a business support system, and tips for separating your personal and professional life.
Nov 25, 2022
21 min
Systematizing Communication Between Contractors and Clients With Ron Nussbaum
Ron Nussbaum is the Co-founder and CEO of Nuttnest, a customer communication platform that helps contractors, builders, and home service providers communicate with homeowners more effectively to transform the customer experience. Ron served in the Marine Corps and then joined the construction industry, where he’s worked for over a decade. He is a visionary leader with expertise in the many facets of construction, including field, sales, leadership, and management. In this episode: Do you often experience communication breakdowns between your team members and clients? How can you ensure productive communication with clients to provide better service and avoid customer complaints?  Constructive communication is essential in building a thriving business. As a business leader, you must have appropriate systems and processes in place to cultivate exceptional communication between your team and clients. According to Ron Nussbaum, one of the first steps to take is setting clear expectations with your clients in a simple and understandable way. Effective communication prevents chaos and leads to happy long-term clients. Ron Nussbaum, the Co-founder and CEO of Nuttnest, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about systematizing communication in the construction industry. They discuss the most significant sources of communication breakdowns, the effects of poor communication, and how Nuttnest promotes communication between contractors and clients.
Nov 18, 2022
25 min
Systems and Processes To Prepare Your Business for Sale With Bill Patten
Bill Patten is the President and Owner of Sunbelt Business Brokers of Portland, a company that helps business owners value, price, and buy or sell their businesses. Bill has been in business for over 40 years and has successfully purchased and sold four businesses. One of his businesses earned recognition from Inc. magazine as one of the 500 fastest-growing privately held businesses in the country. He uses his expertise to help other business owners sell or buy their businesses.  In this episode: What systems and processes do you need to have in place to prepare for selling your business? How can you increase your company's value to make it more attractive to investors?  Some of the most significant factors that determine the sellability of a business include its cash flow, turnover rate, and level of risk. To prepare your business for sale, build a thriving company that separates you from the crowd and makes you stand out from your competitors. Bill Patten's advice is to create barriers to entry to protect your business from competitors. This includes getting intellectual property protection, creating solid systems and processes, and increasing your cash flow.  Bill Patten, the President and Owner of Sunbelt Business Brokers of Portland, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about preparing your business to be sold. They discuss the signs that a business is not ready to be sold, improving your systems and processes, the right time to contact a business broker, and how to make your company more attractive to investors.
Nov 16, 2022
37 min
How To Leverage Technology To Create Systems in the Service Industry With Emma Dye
Emma Dye is the Founder and Chief Salad Officer of Crisp Salad Restaurant, a chain of restaurants in Portland, Oregon, that offers chopped-to-order salads, fabulous soups, wine, beer, Prosecco, and other goodies. She has created a company culture of respect and inclusivity by building a diverse team and providing a safe and fun environment for her employees. She donates 10% of her company's sales to a local nonprofit every month. Emma was recognized as Restaurateur of the Year for 2022 by the Oregon Restaurant and Lodging Association.  In this episode: How can you use technology and automation to provide a better customer experience? What can technology do to promote a great company culture? Technology offers great tools and opportunities to help companies improve their systems and processes. Being an early adopter of technology allowed Emma Dye to put in place systems for placing online orders and delivering products to her customers. In turn, it helped her create a better customer experience, and her business benefits through high accuracy, fast delivery of services, and increased efficiency among her employees. In this episode of the Systems Simplified podcast, Adi Klevit interviews Emma Dye, the Founder and Chief Salad Officer of Crisp Salad Restaurant, about how to leverage technology to create systems in the service industry. Emma also talks about building her company's culture, tips for hiring and retaining great employees, and the future of technology in the restaurant industry.
Nov 11, 2022
38 min
Processes for Preparing a Company to Pivot With Natalie Nathanson
Natalie Nathanson is the Founder and CEO of Magnetude Consulting, a B2B marketing firm that provides fractional marketing services to small and medium tech-related businesses. The company services clients across the globe and brings specialized expertise in areas including cybersecurity, big data, AI, SaaS, B2B professional services, and emerging and established technology-related products and services. Natalie is also a member of the Entrepreneurs’ Organization (EO) and a Thought Leader and Writer for the Forbes Agency Council. In this episode: Are you planning to rebrand, launch a new product, or enter a new market segment? What processes can you use to effectuate the change successfully? To pivot your business, you need a good strategy. The first step is to get a clear understanding of where you want to go and assess your strengths, weaknesses, opportunities, and potential challenges. You must also be agile and have the proper structure and team in place to develop and execute your plan. According to Natalie Nathanson, developing solid processes prevents chaos and acts as a risk mitigation measure. Natalie Nathanson, the Founder and CEO of Magnetude Consulting, joins Adi Klevit in this episode of the Systems Simplified podcast to talk about the process of preparing a company to pivot or implement a change. They also discuss the benefits of developing processes and procedures, working with a fractional marketing company, and assessing the effects of change after implementation.
Nov 9, 2022
30 min
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