Systems Simplified Systematizing Sales for Retention and Referrals with Alice Heiman
In this episode of Systems Simplified, Adi Klevit sits down with Alice Heiman to discuss how structured systems can revolutionize the sales process. Alice shares how her early experiences as a teacher shaped her ability to build processes that help sales teams stay organized, accountable, and focused on results. Adi and Alice connect over their shared belief that structure and consistency lead to scalability—and that even creative, fast-moving teams benefit from strong systems.
Together, they explore why customer retention begins at the close of the deal—or even before. Alice breaks down her "bow tie" model of sales, which links the acquisition process to retention, upselling, and referrals. She explains how involving customer success teams early creates smoother onboarding and greater long-term satisfaction. Adi adds insights from her process consulting work, highlighting how aligned systems across departments reduce friction and improve delivery.
The conversation closes with a deep dive into referrals and sales consistency. Alice shares that most companies miss out on growth because they lack referral systems or fail to incentivize asking. By documenting every step—from onboarding to follow-up—leaders can ensure sales efforts are repeatable, measurable, and scalable.