Systems Simplified

John Warrillow is the Founder and President of The Value Builder System™, which offers an assessment tool to help business owners build value. He is also the Founder of VidGuide, a software that allows business owners to document SOPs using video. As an entrepreneur, author, and speaker, John hosts the Built To Sell Radio podcast and is the author of Built to Sell. In this episode: Many businesses operate using the hub-and-spoke model, which relies on the founder to direct every company process. However, the operations fall apart when the owner needs to step away from the business. How can you separate yourself from your business? According to business value builder John Warrillow, entrepreneurs are too focused on growing revenue and don't consider the company's end goal. Founders should consistently work toward their eventual exit by building value and slowly offboarding themselves. This requires identifying your company's purpose and documenting systems and processes that promote that purpose. Well-documented systems increase value to potential buyers by relying on employees to execute operations rather than the founder. In the latest episode of Systems Simplified, John Warrillow, the Founder and President of The Value Builder System™, joins Adi Klevit to discuss building business value for an eventual exit. John shares how systems documentation increases company value, VidGuide's video process documentation software, and how to determine your company's identity.

Rachel Lebowitz is the Founder of Empowered COO, which helps integrators and COOs eliminate burnout, resentment, and self-doubt to execute their visions. She is also the Founder of Driven Spouse Forum, a space that bridges the gap between high-level, visionary entrepreneurs and their spouses. As a former EOS implementer, Rachel is the author of Empowered COO. In this episode: Visionaries drive innovation and big-picture thinking, but their success often relies on the unsung efforts of integrators who systemize and execute those ideas. Without clear boundaries and effective communication, integrators risk burnout and frustration, hindering business growth. How can second-in-command leaders, like COOs, thrive in their roles and build successful partnerships with visionaries? Rachel Lebowitz, a coach for visionaries and integrators, has developed processes to support integrators in navigating their demanding roles. She highlights five key areas that lead to burnout, including people-pleasing behaviors, lack of assertive communication, and overdependence on external validation. Rachel emphasizes the importance of setting boundaries, delegating effectively, and fostering self-confidence to maintain balance and productivity. Additionally, Rachel recommends asking critical questions rather than providing solutions to empower teams and encourage independent thinking. In this episode of Systems Simplified, Adi Klevit speaks with Rachel Lebowitz, the Founder of Empowered COO, about how integrators can enhance their roles and relationships with visionaries. Rachel shares insights from her book, the process for executing visions, and her systems-oriented approach to developing calculated solutions.

Christian Brim is the CEO of CORE Group, an outsourced bookkeeping and tax preparation services firm. With over 25 years of experience in business finance, he helps business owners increase profits through financial planning and reporting, business valuation, and budgeting. Christian is also the author of Profit First for Creatives. In this episode: Creative entrepreneurs often separate profit and passion, believing they can't pursue what they love while making money. How can creatives change their mindset around money to pursue their endeavors? According to creative finance master Christian Brim, creative entrepreneurs who view passion and profit as mutually exclusive often underprice their services. Profit is essential to a sustainable business, so rather than structuring pricing based on costs and revenue, Christian recommends identifying the value you deliver to customers with your products or services. You can accomplish this by obtaining feedback from customers on how your products or services benefit them. This allows you to create a business model that rewards you for your services. Tune in to this episode of Systems Simplified as Adi Klevit hosts Christian Brim, the CEO of CORE Group, to discuss how creatives can adopt a Profit First mindset to price their services. Christian shares his value pricing system for creatives, how to reevaluate your pricing, and why he adopted Mike Michalowicz's Profit First process.

Diane Helbig is a Business Advisor at Helbig Enterprises, which partners with businesses to create personalized growth strategies. As a growth accelerator, she provides workshops and presentations on sales, social media, leadership, and business planning for entrepreneurs and salespeople. Diane is the author of Lemonade Stand Selling, which offers a guide to the sales process. She also hosts the Accelerate Your Business Growth podcast. In this episode: When networking, sales professionals talk too much about their product or service, trying to gain potential clients rather than build relationships. Consequently, they rarely close the sale since the customer becomes disinterested. How can you refine the sales process to focus on prospects' needs? Sales expert Diane Helbig maintains that sales leaders should attend networking events to observe prospects' behaviors and determine how to build meaningful relationships with them. Rather than approaching prospects with your solution, invest time learning about them and their situations and nurture this relationship throughout the discovery process to build trust. When closing the sale, integrate value into each investment, ensuring the prospect can benefit from your product or service. A step-by-step process allows you to turn prospects into clients. In the latest episode of Systems Simplified, Adi Klevit speaks with Diane Helbig, the Business Advisor at Helbig Enterprises, about improving the sales process. Diane shares best practices for building relationships with prospects, why she believes in system and process documentation, and how she helped transform a client's business.

Shmuly Rothman is the Founder and Executive Coach at Rothman Coaching, a consultancy that eliminates fundraising obstacles for Shluchim. He specializes in training fundraisers in the Chabad movement and the NFP sector. In this episode: Leaders may excel at their craft in practice, but when turning it into a business venture, they may fall short. Systems prevent problems before they arise by enabling leaders to anticipate and address potential issues proactively. How can business owners foster smooth operations, reduce stress, and drive long-term success? Leadership coach Shmuly Rothman has developed a "problem-free" mindset to address problems before they arise. After experiencing a critical equipment failure at a community event due to a lack of preparation, Shmuly realized the importance of planning ahead. He emphasizes learning from others' experiences, stress-testing plans, and documenting best practices to avoid costly mistakes. He also suggests shifting from reactive problem-solving to proactive vision-setting by empowering teams through well-designed systems. In this episode of Systems Simplified, Adi Klevit hosts Shmuly Rothman, the Founder and Executive Coach at Rothman Coaching, to discuss addressing leadership problems. Shmuly explains how to adjust your communication style, the value of intentional language, and how he eliminates self-doubt.

Michael Richman is a Certified EOS Implementer® at EOS Worldwide, where he educates, facilitates, and coaches companies on optimizing their leadership teams and businesses. As a fourth-generation entrepreneur, he managed a multimillion-dollar custom manufacturing company, serving top brands like Panda Express and Four Seasons Hotel. During Michael's tenure, the company doubled in size and increased profitability margins by 20%. In this episode: After purchasing a company, some buyers try reinventing the wheel rather than following established processes, leading to potential bankruptcy. How can new business owners adopt well-documented and observed processes from previous owners? EOS expert Michael Richman sold his company to an overzealous buyer who believed the business didn't need systems to survive and eventually ran it into the ground. He emphasizes documenting processes efficiently through checklists rather than lengthy documents to ensure readability and follow-through. Michael also recommends that new owners encourage employees to update and refer to established systems instead of accomplishing tasks individually. Tune in to this week's episode of Systems Simplified as Adi Klevit chats with Michael Richman, a Certified EOS Implementer® at EOS Worldwide, about the importance of following established processes after purchasing a business. He shares why he exited his company, the barriers to process follow-through, and his multigenerational entrepreneurial background.

Phil Risher is the President of Phlash Consulting, a digital marketing consulting company that helps local service businesses increase sales. He founded Phlash Consulting after becoming frustrated with traditional marketing services while working at one of the country's largest air duct cleaning companies. Through his proprietary marketing strategies, Phil doubled a company's size before selling it to private equity. In this episode: Home service business owners often focus solely on targeting new customers. Yet past and existing customers are an untapped market these entrepreneurs can leverage to scale. What marketing strategies can you employ to enhance your customer base? Home service executive turned marketing consultant Phil Risher has developed a three-part marketing system that involves visibility, conversions, and retargeting. Eighty-seven percent of customers rely on Google business profiles and reviews when selecting home service companies, so building your online presence through SEO optimization and B2B partnerships keeps you top of mind. Generating conversions requires consistent communication with new leads through automatic text messages, letting potential customers know you haven't forgotten them. You can also retarget current and past customers through cross-sales or promotional offers. Tune in to this episode of Systems Simplified as Adi Klevit talks with Phil Risher, the President of Phlash Consulting, about his three-step marketing process for home service companies. Phil shares how to foster lifetime value, the value of memberships, and how to nurture leads.

Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, an elder law firm that specializes in Medicaid planning, estate planning, and probate administration. As an experienced attorney, he has been recognized as an AV Preeminent Rated Attorney by Martindale-Hubbel and a top lawyer by Super Lawyers Magazine and Florida Trend's Legal Elite. Jason is also a board member of the Academy of Florida Elder Law Attorneys and a Co-chair of the Broward County Bar Association Elder Law Section. In this episode: New business owners are often overwhelmed with anxiety about finances, hiring, and client acquisition. How can you scale your operations strategically rather than trying to manage everything single-handedly? Attorney and business owner Jason Neufeld initially hesitated to hire outside help, worrying he wouldn't make payroll. He maintains that these hiring fears are often irrational, and business owners must equip intelligent people with the tools to guide their operations. This entails implementing predictable operating systems for intakes, marketing, and hiring. Consistent processes give you a direction to scale your business. In the latest episode of Systems Simplified, Adi Klevit talks with Jason Neufeld, the Managing Partner at Elder Needs Law, PLLC, about how he built his firm using scalable systems. Jason shares how he promotes his thought leadership, how to recognize when it's time to hire, and his advice to his younger self.

Ghazenfer Mansoor is the Founder and CEO of Technology Rivers, a software company developing HIPAA-compliant web, mobile, and cloud-based healthcare software applications. As a seasoned advisor and investor in technology and healthcare, he has fulfilled roles as an architect, programmer, software engineer, user experience specialist, product developer, growth hacker, and chief technology officer. In this episode: Adopting software can streamline your company's processes and enhance operations. How can you decide whether to build custom software or leverage existing tools? While custom software increases business value through patented ownership, it's often a costly option. Software developer Ghazenfer Mansoor recommends assessing your existing processes and business goals to determine whether customized tools can deliver viable solutions. Companies often discover they achieve better results when integrating their current systems with off-the-shelf tools. When building customized software, Ghazenfer suggests developing each model in stages to ensure it remains adaptable and risk-free. Tune in to this episode of Systems Simplified as Adi Klevit hosts Ghazenfer Mansoor, the Founder and CEO of Technology Rivers, to discuss custom software integrations and solutions. Ghazenfer explains how to assess your current software solutions, how he builds HIPAA-compliant software for healthcare businesses, and his background as a software engineer.

Eric Rozenberg is the President of Event Business Formula, an online platform enabling event entrepreneurs to manage and grow their businesses. As a seasoned expert in the events industry, he has executed over 736 events across 50 countries. Previously, Eric spent two decades consulting with Fortune 500 companies. He is also the author of Meeting at C-Level. In this episode: Some business owners in the meetings and events industry feel overwhelmed by the challenges of managing and growing their businesses. To succeed, they must systematize processes, foster strong team values, and prioritize face-to-face connections. How can these steps drive business growth and create unique opportunities? As a business builder, Eric Rozenberg emphasizes the importance of assessing management teams, understanding industry trends, and leveraging personal networks. He advocates for implementing structured processes to ensure scalability while aligning the business with personal strengths and values. Eric highlights the irreplaceable role of in-person interactions in building trust, creating unique experiences, and fostering community. In today's episode of Systems Simplified, the Founder of Event Business Formula, Eric Rozenberg, joins Adi Klevit to discuss success in the meetings and events industry. Eric shares how to evaluate businesses for growth, the power of human connection, and the strategies he uses to create impactful and profitable organizations.