David C Barnett Small Business and Deal Making M&A SMB LIVE- Avi Klevit 8 steps to systematizing your business
Jun 16, 2025
In this lively discussion, Adi Klevit, a seasoned leader at the Business Success Consulting Group, shares her 8-step framework for systematizing small businesses. She emphasizes the importance of structured processes to enhance efficiency and reduce employee turnover. Adi highlights the need for tailored software solutions and discusses balancing systematization with flexibility. Real-life examples illustrate how effective documentation can drive growth. This conversation is a treasure trove for anyone looking to optimize their business operations!
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8-Step Systematization Framework
- Start systematizing your business journey with the right mindset and securing team buy-in.
- Document, optimize, make accessible, roll out, monitor usage, review regularly, and enforce accountability for processes.
Invest Time to Gain Freedom
- Invest consistent time into documenting processes, starting with manageable increments e.g. 90 minutes per week.
- This investment pays dividends by reducing firefighting and freeing up more time gradually.
Common Systematization Roadblocks
- Identify where you get stuck most in systematizing and actively address it.
- Push through mindset resistance, documentation challenges, rollout issues, and accountability enforcement.