

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.
Episodes
Mentioned books

Apr 10, 2024 • 30min
Elevating the Customer Experience: An Empathetic Process With Richard Weylman
Richard Weylman is an award-winning business consultant, Hall of Fame keynote speaker, customer service Hall of Fame inductee, and international best-selling author. He offers personalized strategies for Fortune 500 companies to acquire and retain lifelong clients. As a researcher and serial entrepreneur, Richard delivers dynamic presentations to achieve tangible outcomes and measurable results. In this episode: Nearly every business has become commoditized, making it difficult to differentiate your products and services from competitors. Customers now have hundreds of choices at their fingertips. How can you create a system that elevates their experience and positions your business as the top choice? Customer experience thought leader Richard Weylman says customers no longer care about your product or platform; they demand personalized and humanized interactions. These exchanges should involve identifying the customer's desired outcome and helping them achieve it. Since the pandemic, consumers have reevaluated their purchasing decisions, so brands must develop a process that mirrors this desire. Richard's process entails communicating with customers by providing thoughtful, kind, caring, and empathetic services. Tune in to this episode of Systems Simplified as Adi Klevit sits down with Richard Weylman to discuss how he elevates the customer experience. Richard explains how to acquire and retain new clients, his system for networking events, and the components of an exceptional customer experience.

Apr 5, 2024 • 29min
Multi-Business Systems for Success With Trevor Blake
Trevor Blake is a serial entrepreneur and a best-selling author of multiple books, including the New York Times bestseller Three Simple Steps. With a unique business alliance model, he has founded, managed, and sold five companies for a combined value of over $300 million. As a respected coach, Trevor has created two experiential courses for personal growth and business development. In this episode: With strategic systems and willpower, anyone can become a financially liberated entrepreneur. How can you build and grow a company that isn't dependent on you? Having built seven companies in multiple industries, serial entrepreneur and coach Trevor Blake credits his success to a strategic business process that allowed him to focus on growth and marketing. The process involved leveraging skilled independent vendors rather than employees to perform specific functions. By developing a system that can manage your company, you can become independent. However, Trevor stresses the importance of making your vendors feel valued by demonstrating their tangible impact. Join Adi Klevit in today's episode of Systems Simplified as she welcomes serial entrepreneur, coach, and author Trevor Blake to discuss his unconventional business model. Trevor shares how to foster positivity in the workplace, his humble upbringing, and the benefits of using vendors.

Mar 29, 2024 • 22min
System Safety: It's Not Just for Airlines With Andrew Dingee
Andrew Dingee is the Founder and CEO of System Safety, a safety solutions consulting agency. As a safety executive, airline pilot, and Marine fighter pilot, he improves safety management systems to achieve the lowest possible risks. Andrew's approach has enhanced event reporting, allowing further insight into system errors. He is also a keynote speaker and the author of Delivering the Right Stuff, which recounts how US airlines corrected major mishaps. In this episode: US airlines have spent decades developing and perfecting systems to ensure the safety and trust of citizens and the industry. What can organizations learn from airline safety? With experience as an airline and fighter pilot, safety consultant Andrew Dingee maintains the value and relevance of checklists for every business. These quality assurance lists promote accountability and reduce errors and risks by evaluating and managing processes and workflows. An effective checklist includes a comprehensive and informative title and encourages users to execute systems and perform work correctly rather than through memorization. In this episode of Systems Simplified, Adi Klevit invites Andrew Dingee, the Founder and CEO of System Safety, to talk about reducing errors and risks in business processes. Andrew describes the premise of his book, why companies need system safety, and how to measure process effectiveness.

Mar 27, 2024 • 21min
The Process Tool for Field Sales With Sebastian Jimenez
Sebastian Jimenez is the CEO of Rilla, a leading speech analytics software tool for outside sales and service. The company serves businesses in the home service, CPG, medical, finance, and retail sectors. He was recognized by Forbes as one of the Cloud 100 Rising Stars. In this episode: The highest-performing sales businesses are not always managed by the smartest or most creative people. It's not uncommon for executives to fail hundreds of times before developing a fully functional sales system. How can you maximize your chances of success? According to sales tech wizard Sebastian Jimenez, the first step to ensuring rapid growth is to develop a basic sales process. However, the process won't be precise initially, so Sebastian recommends leveraging an AI tool to evaluate and refine it for use throughout the company. When training your team to follow the process, focus on a single component that corresponds with a key business area you need to improve. This gives your team practice and ensures optimum results. In today's Systems Simplified podcast episode, Adi Klevit sits down with Sebastian Jimenez, the CEO of Rilla, to talk about perfecting field sales processes. Sebastian shares the origins of Rilla, his business philosophy of reinforcement learning, and the importance of developing a sales system.

Mar 22, 2024 • 24min
Why Every Business Needs to Document Processes With Adam Radulovic
Adam Radulovic is the Founder and President of XL.net, a company specializing in outsourcing IT departments for small businesses. With a unique business alignment process, XL.net eliminates 80% of technology issues by proactively auditing and optimizing IT systems. Before founding XL.net, Adam was the Director at Divine Parlano, a software company renowned for enhancing knowledge worker effectiveness in Fortune 500 companies, which was acquired by Microsoft in 2007. In this episode: As a business owner, you may spend most of your day reacting to immediate situations. Yet this becomes less manageable at scale, making establishing and documenting business processes crucial. How can you ensure proper process documentation, revision, and adherence? IT services expert Adam Radulovic has developed an internal governance process that holds employees responsible for authoring, documenting, and updating systems. If a situation arises without an established process to rectify it, Adam says team members must assume the responsibility for creating the system. He also recommends holding quarterly team reviews to simplify process creation and refinement and define and eliminate duplication. Tune in to this episode of Systems Simplified as Adi Klevit hosts Adam Radulovic, the Founder and President of XL.net, to talk about process documentation as a fundamental business tool. Adam explains why processes don't hinder creativity, the technological issues companies should resolve in advance, and his turning point for documenting business processes.

Mar 15, 2024 • 23min
The Client Acquisition System for Business Success With Erin Marcus
Erin Marcus is the Founder and CEO of Conquer Your Business, a business success consultancy that creates brand and business strategies to build six- and seven-figure companies. As a chief strategist and thought leader, she has been advising clients for 25 years after transitioning from corporate executive to entrepreneur. Erin has received several notable awards, including several Business of the Year awards and was Trailblazer of the Year twice. She is also an international speaker and the host of the Ready Yet?! podcast. In this episode: Ambitious entrepreneurs are passionate about generating ideas but are often burdened by financial, operational, and time constraints. How can you elevate your business to the next level to achieve creative freedom? Business growth advisor Erin Marcus has developed a proprietary client acquisition system to allow driven entrepreneurs to harness their zones of genius. You can apply the process in various ways based on your company's current stage: growth, leverage, or scale. During the growth phase, focus on networking to acquire initial clients. The leveraging phase involves positioning your message in front of your target audience through speaking engagements. To scale effectively, you must establish sales funnels and develop unique service offerings. In this episode of Systems Simplified, Adi Klevit hosts Erin Marcus, the Founder and CEO of Conquer Your Business, to discuss the systems of entrepreneurial acceleration. Erin talks about tapping into your genius zone, the key systems of entrepreneurial success, and the three stages of business.

Mar 13, 2024 • 23min
Systemizing the Customer Experience With Damian Kernahan
Damian Kernahan is the CEO of Proto CX, a service design consultancy helping companies improve their customer and employee experiences. As a customer experience consultant, he bridges the gap between customer expectations and service delivery, revolutionizing how businesses interact with their clients. Damian has worked in prototyping services for ventures like the Sydney Metro Project, demonstrating his commitment to creating seamless end-to-end customer journeys. In this episode: When asked if they deliver superior customer service, 88% of global businesses said yes. However, only 8% of their customers agreed. This disconnect often occurs when companies don't follow through on the promises they make to their clients. How can you deliver a seamless customer experience at every stage of the journey? Customer experience driver Damian Kernahan says it's not enough to simply make a promise to a customer. You have to identify and exceed customer expectations to optimize and improve their journey. This involves developing a research process that includes interviewing clients, partners, and staff and compiling customer satisfaction scores, complaint data, and social media reviews. After pinpointing the central problems, expectations, and needs, integrate systems to prioritize and solve them. In today's Systems Simplified episode, Adi Klevit sits down with Damian Kernahan, the CEO of Proto CX, to discuss optimizing the customer experience. Damian shares the most prevalent issues with traditional customer journeys, the main systems of an end-to-end customer journey, and how he refines the customer experience.

Mar 8, 2024 • 28min
Developing a Process Around Business Continuity With Erika Andresen
Erika Andresen is the Founder and Business Continuity Expert at EaaS Consulting LLC, which advises companies on disaster preparedness and operational continuity. As an expert in emergency management and business continuity, she has 10 years of experience advising on disaster response for an international organization. After a career as a corporate attorney, Erika served in the US Army JAG Corps, where she attained the rank of major, advising generals on state-side operations, responding to disasters, and managing terrorist threats in Afghanistan. She is also the best-selling author of How to Not Kill Your Business. In this episode: Business risks and disasters are more than just unlikely what-if scenarios. These circumstances demand a precise level of preparedness and can include everything from unexpected growth and founder deaths to natural disasters and active shooter situations. How can you safeguard your business against potential threats? With deep expertise in disaster preparedness and risk mitigation, former attorney and veteran Erika Andresen asserts the fundamental importance of creating and documenting processes to mitigate and prevent disruptions. Her business continuity assurance process involves identifying vulnerabilities and threats and performing a risk analysis. After creating and refining processes accordingly, establish single points of failure that would be impacted by potential disasters. You can then develop security control measures and backups to ensure proper risk management. Tune in to this episode of Systems Simplified as Adi Klevit hosts Erika Andresen, the Founder and Business Continuity Expert at EaaS Consulting LLC, for a conversation about business continuity systems. Erika shares the key principles of a business continuity strategy, how to manage a business during explosive growth, and how she accelerated a company's growth through business continuity.

Mar 1, 2024 • 31min
Scaling Your Digital Marketing Process With Natalie Nichols
Natalie Nichols is the Co-founder of Concertina Team, an ethical offshoring company in the Philippines that specializes in building in-house marketing, sales, and customer service teams. As a Digital Marketer Certified Partner, she mentors entrepreneurs to scale and exit businesses through online strategies, net-positive business models, strategic relationships, and marketing. Natalie is a serial entrepreneur, acts as a growth advisor to large public global projects, and has managed prominent IT and infrastructure projects. In this episode: If you want to scale beyond seven figures, you must develop sound marketing strategies to gain traction. So how can you establish repeatable marketing processes to fuel growth? As a marketing success driver, Natalie Nichols has created a three-tiered framework to optimize digital marketing. The system involves lead generation, organic growth, and traffic. You can leverage LinkedIn Outreach and email and SMS marketing to generate leads. Initiating and sustaining organic growth requires implementing a basic SEO strategy to increase your website's visibility. You can then create social content like blogs and videos to support your SEO efforts. Natalie also recommends gaining recognition and building a reputation in your industry to drive additional traffic. Once you've executed these pillars, create and document a repeatable process around them. Tune in to the latest episode of Systems Simplified as Adi Klevit invites Natalie Nichols, the Co-founder of Concertina Team, to discuss developing a scalable digital marketing process. Natalie shares public relations strategies to drive traffic, the universal value of systems and processes, and how to generate leads across various industries.

Feb 28, 2024 • 23min
Profit Planning Systems for Empowerment With Danielle Hayden
Danielle Hayden is the Founder and CEO of Kickstart Accounting, Inc., an accounting firm assisting female entrepreneurs with their finances to grow their businesses and become more profitable. With over 10 years of experience as a corporate CFO, she helps business owners with bookkeeping, financial analysis, and education. Danielle is also the author of the Profit Planner book series. In this episode: Numerous entrepreneurs struggle to decipher their finances for optimal profitability. They often correlate their self-worth with their financial statements, believing their inadequacy determines their companies' trajectory. How can you regain control of your finances to empower yourself and propel your business forward? With a passion for helping small business owners systemize their finances, veteran CFO Danielle Hayden maintains that a healthy, sustainable, and profitable business requires a set of precise systems and an adequate work-life balance. Her financial planning process involves strategic bookkeeping to make informed business decisions and accountability for requesting assistance. Much of profitability entails making calculated investments to reach your long-term goals. This may include increasing your spending to boost ROI. In this Systems Simplified podcast episode, Adi Klevit chats with Danielle Hayden, the Founder and CEO of Kickstart Accounting, Inc., about her financial planning process for profitability. Danielle reveals the premise of her Profit Planner book series, entrepreneurs' most costly profit planning mistakes, and her empowering transition from a corporate CFO to an entrepreneur.


