Systems Simplified

Adi Klevit
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Feb 23, 2024 • 21min

Optimizing Business Systems for Profitability and Freedom With Victoria Downing

Victoria Downing is the President of Remodelers Advantage, a consulting group helping remodeling companies build robust, consistently profitable businesses. After spending 10 years in marketing, advertising, and sales, she joined Remodelers Advantage to help remodeling entrepreneurs create lead-generation programs. Victoria helped launch Remodelers Advantage Roundtables, a peer group for owners of companies generating $1 million or more annually. In this episode: Many entrepreneurs launch a business to achieve freedom. However, this independence is often elusive as business owners discover the time it takes to manage an operation. What pitfalls can you avoid to gain freedom? With practical expertise in business optimization, remodeling industry veteran Victoria Downing observes that business owners often struggle with financial statements, staff management, and task delegation. To minimize barriers and ensure smooth systems, you must acquire the discipline to create annual budgets, support talented players and dismiss unproductive ones, and implement replicable processes for task delegation. Victoria also notes that entrepreneurship can be lonely, so by joining peer groups with experienced members, you can gain solidarity. On today's episode of Systems Simplified, Victoria Downing, the President of Remodelers Advantage, joins Adi Klevit to talk about optimizing a business for success. Victoria explains why she helps remodeling businesses become profitable, how to manage teams and delegate responsibilities, and the benefits of peer organizations.
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Feb 16, 2024 • 40min

Brand Story-Telling and Identity Discovery Systems With Chris Smith

Chris Smith is the Founder of The Possibility Company, a training company helping entrepreneurs and financial advisors communicate their stories. While working as a financial advisor, he inspired his firm to elevate its story and message to acquire new assets, scale, and create a lasting legacy. As a coach, Chris developed the Campfire Effect to help purpose-driven, mission-focused entrepreneurs differentiate themselves in the market. In this episode: When marketing their services, many entrepreneurs unintentionally commoditize themselves by speaking too much about their industries. How can you discover and communicate your identity and purpose to differentiate yourself in the market? Clarity coach Chris Smith maintains that who you are is not what you do. Accordingly, he has developed a system that teaches entrepreneurs to separate their identities from their industries. By focusing on the outcome of your services, you can identify a unique purpose that separates you from your competitors. Communicating this purpose requires conveying a relatable and relevant story of a struggle, realization, and transformation. Chris also recommends monetizing your process to provide additional clarity for prospective clients. In this episode of Systems Simplified, Adi Klevit sits down with Chris Smith, the Founder of The Possibility Company and Campfire Effect, to talk about finding your identity and purpose. Chris shares brand story-telling systems, how he helps entrepreneurs uncover their unique identities, and the mistakes businesses make when relaying their services.
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Feb 14, 2024 • 20min

Elevating Your Business and Life Through Repeatable Processes With Jason Yarusi

Jason Yarusi is the Founder and Managing Member of Yarusi Holdings, a multifamily investment firm repositioning properties through operational efficiencies, renovations, and rebranding. Since 2017, the company has amassed over 2,300 apartment units. As a real estate syndicator, investor, and private fund manager, Jason manages over $245 million in multifamily real estate assets. He hosts the Multifamily Live podcast, which provides content and tools to build and strengthen a multifamily investment business. In this episode: If you've lost direction in your business, how can you get yourself back on track? Research shows that 40% of habits are repeated. So with a strategic plan, you can replicate healthy habits to define your future. After facing unimaginable hardships and losing money constantly, motivational speaker and entrepreneur Jason Yarusi discovered that by implementing processes and systems, he could create alternative habits to take his business to new heights. If you want to transform your company's trajectory, you must create precise and strategic processes that can be replicated. This allows you to measure performance and adjust systems based on the results. In this episode of Systems Simplified, Jason Yarusi, the Founder and Managing Member of Yarusi Holdings, joins Adi Klevit to talk about transforming your business through systems and processes. Jason shares information about the Live 100 program, how he reinvented his father's business, and how to ensure ROI with systems and processes.
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Feb 9, 2024 • 29min

Foundational Systems for Expert Meetings and Events With Andy McNeill

Andy McNeill is the Founder and CEO of American Meetings, Inc. (AMI), a global meeting services organization providing high-level in-person, virtual, and hybrid meeting services to global organizations. With over 25 years of experience in the meetings and events space, he has assisted firms in various industries, including pharmaceutical, biotech, healthcare, sports marketing, and investment banking. Andy was recognized by Affinity Inc as an LGBT business leader. In this episode: Business meetings and events are effective for client engagement and relationship building. What systems can you implement to execute compelling meeting experiences? As a trailblazer in the meetings and events industry, Andy McNeill says every business should develop a strong meeting process that integrates virtual and in-person events. This involves identifying an objective and creating engaging and informative content that aligns with the goal. You must also establish a system for measuring ROI and goal-aligned outcomes from the meeting or event. Andy emphasizes following up with prospects and potential opportunities to accelerate branding and recognition for your organization. Join Adi Klevit in this episode of Systems Simplified as she interviews Andy McNeill, the Founder and CEO of American Meetings, Inc. (AMI), about meeting and event facilitation processes. Andy shares systems for creating a valuable company retreat, the qualities of successful meetings, and how to identify ideal conference locations.
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Feb 2, 2024 • 34min

The Ultimate Sales System for Repeat Buyers With Jim Padilla

Jim Padilla is the Founder and CEO of Gain The Edge, which provides sales systems, strategies, and teams to legacy-minded professionals and entrepreneurs. As a master sales trainer and expert team builder, he created and led a seven-figure international sales training team and has built high-performing sports and business teams for over 20 years. Jim has helped generate over a quarter billion dollars in sales growth for clients like Josh Turner and Zig Ziglar. In this episode: Most sales professionals focus too much on generating new leads and securing fast conversions. Yet 90% of your addressable market will purchase more than once. So how can you create a system that guides and nurtures repeat clients through the customer journey? Seasoned sales consultant Jim Padilla speaks to the value of systemizing and personalizing the customer journey. Most clients begin their trajectory by presenting a prevailing issue, so rather than rushing them through the purchasing process, take the time to provide relevant solutions. You can then guide them through the funnel by offering complimentary services that enhance value. Throughout the process, you must maintain consistent communication to ensure you remain top-of-mind. This may involve facilitating outreach efforts like surveys, referrals, and events. On today's Systems Simplified episode, Adi Klevit interviews Jim Padilla, the Founder and CEO of Gain The Edge, about creating a valuable sales system for clients. Jim describes the main differences between buyers, leads, and subscribers, how his upbringing influenced his sales career, and how to target existing customers.
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Jan 31, 2024 • 39min

Scaling Revenue Streams Through Alternative Agency Systems With Greg Hickman

Greg Hickman is the Founder and CEO of AltAgency, which helps agency owners, freelancers, and service providers grow and scale without working nights or weekends. He has worked with hundreds of entrepreneurs, including John Lee Dumas, Betty Rockers, and Nerd Fitness. As a serial entrepreneur, Greg is also the Founder and CEO of System.ly, where he helps online business owners create reliable marketing systems to maximize profits for products and services. In this episode: The traditional agency structure involves owners serving as full-service providers to each client. Yet this model decreases client value, creates operational inefficiencies, and places undue pressure on owners. How can you remodel your agency to generate value for clients and scale effectively? As an advocate for an alternative agency framework, agency growth expert Greg Hickman diversifies revenue systems to monetize and scale services. This process involves identifying your core competencies and the specific outcome for each service. However, scaling beyond $3 million solely by offering traditional services is not practical since they must be customized for each client's unique needs. Additionally, some clients may not benefit from them, so Greg recommends developing a membership community to offer mastermind courses in your area of expertise. By systemizing your offerings, you can establish multiple income streams to scale. In this episode of Systems Simplified, Adi Klevit welcomes Greg Hickman, the Owner and Founder of AltAgency, for a discussion about diversifying revenue streams through an alternative business structure. He shares the barriers to transforming agency growth, the updated systems for scaling, and the benefits of documenting processes.
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Jan 26, 2024 • 23min

Establishing a System of Excellence With Desmond Clark

Desmond Clark is the Founder and President of Bear Down Logistics, a third-party brokerage that offers dispatching and warehousing solutions. After a successful 12-year NFL career, he became a global motivational speaker, accountability coach, two-time published author, and podcaster. Before founding Bear Down Logistics, Desmond was a Co-owner and Partner at The Insurance People, a full-service agency that assists businesses and families in securing various types of insurance. His mission is to share his life lessons, cultivate meaningful relationships, and create value for others. In this episode: Every entrepreneur wants to be exceptional, but this standard must extend across every aspect of business. How can you drive quality throughout your company? With a versatile career as an NFL player, entrepreneur, and thought leader, Desmond Clark has developed five keys for establishing a system of excellence. As a baseline, you must identify your brand's impact on yourself and your clients. This allows you to build meaningful relationships that add value to your business. Additionally, Desmond says to create processes for operational consistency, furthering your path to greatness. Ultimately, self-motivation and purpose are vital in creating a value system for others. On this episode of Systems Simplified, Desmond Clark, the Founder and President of Bear Down Logistics, joins Adi Klevit to discuss business systems for excellence. Desmond describes his mission, his journey from NFL to entrepreneur, and how to win by embracing struggles.
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Jan 19, 2024 • 23min

A Process-Oriented Approach To Empowering Integrators With Kristie Clayton

Kristie Clayton is the Founder and CEO of Female Integrator Mastermind (FIM), an international peer mentoring platform for women integrators who run their businesses using the Entrepreneurial Operating System (EOS). FIM also hosts an annual Women's Summit for integrators to connect, learn, and inspire each other. With over six years of experience as a founder, visionary, and coach, Kristie is also the CEO and Coach at ExcelHER8 Leaders, a premier coaching program for effective communication and leadership. In this episode: Integrators play a vital role in the business creation process, often serving as CEOs who filter and execute a visionary's ideas. However, this role can be isolating since most visionaries don't understand the commitment and effort it takes to manage a business. How can you empower integrators and nurture their professional journeys? As a visionary and integrator, Kristie Clayton understands how both roles work together and asserts the value of a peer group for integrators to share experiences and implement visionaries' goals effectively. Her process for developing a beneficial community involves identifying your core values, ascertaining potential members' objectives, and promoting engagement and regular communication. Kristie also advises hosting frequent workshops and events to provide ongoing learning opportunities and goal-achieving systems. Tune in to this episode of Systems Simplified as Adi Klevit hosts Kristie Clayton, the Founder and CEO of Female Integrator Mastermind (FIM), to discuss building peer groups for business integrators. Kristie shares her personal process as a visionary and integrator, the components of effective events, and systems for networking and value creation.
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Jan 17, 2024 • 28min

The Process Documentation Toolkit for Small Businesses With Layla Pomper

Layla Pomper is the Creator and CEO of ProcessDriven, which helps small teams define business workflows and SOPs. As a process consultant, she spent the past four years helping teams build work management systems to delegate and scale. Layla also hosts a YouTube channel that has become the #1 worldwide resource for practical process education. In this episode: Processes are intimidating for many businesses that lack an understanding of how to document and implement them. What are the tangible benefits of systems and processes, and how can you execute them to propel your business forward? Process facilitator Layla Pomper maintains that documenting processes can help you achieve any business goal and boost ROI. Process documentation involves transferring knowledge, so by leveraging task management platforms, you can record and organize systems easily. Layla also recommends encouraging team members to develop and refine processes, allowing you time to scale your business. In today's episode of Systems Simplified, Adi Klevit chats with Layla Pomper, the Creator and CEO of ProcessDriven, about process documentation and management for small businesses. Layla shares how she discovered processes and systems, how to measure process effectiveness, and change management tips.
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Jan 12, 2024 • 28min

The 4 Day Week: Refining Processes to Boost Productivity With Andrew Barnes

Andrew Barnes is the Co-founder of 4 Day Week Global, the world's leading organization changing the future of work by implementing a four-day week initiative. As a serial entrepreneur, he has promoted market-changing innovation and industry digitization by leading and transforming companies in the United Kingdom, Australia, and New Zealand. Andrew is recognized as the pioneer and architect of the global 4 Day Week movement, working with companies and national and international governments to change how populations work. In 2019, he wrote The 4 Day Week book, a how-to guide for reducing work hours and increasing productivity. In this episode: Most corporate businesses structure their processes around a five-day, 40-hour work week without considering alternative production methods. Yet many employees have grown tired of this antiquated structure and desire additional freedom and flexibility. How can you offer your employees a four-day workweek without compromising productivity? Studies show that working less leads to a 25% increase in productivity, reduces expenses, and mitigates employee turnover. As the originator of the global 4 Day Week, veteran entrepreneur Andrew Barnes encourages companies to test this system. Successful implementation requires analyzing and adjusting your current systems to promote efficiency and eliminate productivity barriers. Offering a four-day workweek with consistent pay allows employees to recognize and adapt their behaviors and processes to generate equal output in less time. In today's Systems Simplified podcast episode, Adi Klevit hosts Andrew Barnes, the Co-founder of 4 Day Week Global, to talk about the value of providing your employees with a four-day workweek. Andrew shares his processes for measuring productivity, how to enhance business systems gradually, and the tangible benefits of the 4 Day Week model.

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