Systems Simplified

Cassandra (Cassie) Shea is a fractional COO and integrator helping visionary entrepreneurs buy back time and increase revenue. She has spent over six years managing operations and accelerating revenue for founders earning $250,000 to $40 million annually. With a background in business operations and HR, Cassie works with teams to improve profitability through operational excellence. In this episode: When developing a strategy to scale, many business owners don't recognize time as a revenue-generating currency. This leads them to engage in unproductive activities that diminish results and reduce revenue. What systems can you implement to maintain accountability over your time, money, and freedom? According to results optimizer Cassie Shea, the three key business management resources are time, money, and energy. Her exclusive triangle system optimizes these resources to plan and execute a four-day workweek. It involves blocking out your calendar for business management tasks like sales and marketing and energy-saving routines, including exercise, rest, and creating balanced meal plans. Allocating your time effectively boosts performance and generates meaningful business results. Join Adi Klevit in this episode of Systems Simplified as she chats with fractional COO and integrator Cassandra (Cassie) Shea about her system for resource optimization. Cassie shares the common barriers to time management, how her background in sales and operations helped hone her skills, and her recommended time-saving processes.

Ty Givens is the Founder and CEO of CX Collective, which provides advisory and implementation services for building and scaling customer experience (CX) operations. With over 20 years of CX experience for Fortune 500 companies and startups, she creates and optimizes processes and workflows and measures and improves key CX metrics. Ty and her team are certified to partner with leading CRM platforms like Zendesk. In this episode: Many businesses aren't consistent with their policies and expectations, causing confusion among employees and reducing the quality of customer experiences. This often occurs when companies don't document or update their processes regularly. How can you create a reliable and branded customer experience? As a CX strategist, Ty Givens understands how to transform and scale customer experiences. Her proprietary process involves humanizing your brand, establishing and communicating clear policies, outlining and documenting processes, and selecting customer relationship management (CRM) tools. Your policies should be stated and enforced using your brand voice to foster respect among customers. Documenting procedures allows you to forecast potential policy push-backs and evaluate customer loyalty standards. Ty recommends acquiring a certified partner to equip you with the appropriate tools. On this episode of Systems Simplified, Ty Givens, the Founder and CEO of CX Collective, joins Adi Klevit to share her process for boosting the customer experience. Ty explains the key elements of the customer experience, why companies should communicate expectations, and how to manage inventory during the holidays.

Zack Miller is the Founder of Hatch, which helps entrepreneurs create, launch, and grow valuable businesses. He is also the author of Anomaly, which provides proven financially conscious and easy-to-implement marketing methods. As a journalist turned entrepreneur, Zack has given business speeches at The White House and was featured in Entrepreneur Magazine. In this episode: Entrepreneurship involves more than just generating ideas, launching them, and selling products or services. Building a reputable business requires well-documented marketing systems and a unique value proposition that differentiates you from your competitors. How can you create a lasting impression on your audience? With keen business and marketing acumen, Zack Miller emphasizes documenting processes to identify high-performing marketing strategies. Additionally, you must implement systems to gain exposure and authority in your market. Zack says to determine your ideal marketing channels before developing clear, concise, and consistent messages. Devising an exclusive service-based approach, like sending handwritten notes or follow-up emails after networking events, keeps you and your business top of mind. In today's episode of Systems Simplified, join Adi Klevit in welcoming Zack Miller, the Founder of Hatch, who talks about developing unique service offerings to maximize authority. Zack shares advice for effective client communication, his experience as a 10-year-old business owner, and how to build a memorable company.

Ian Garlic is the Founder of Garlic Marketing, the brand behind Video Case Story, which helps brands develop strategies and goals for video case stories. Ian is also the Founder of StoryCrews, a company that helps businesses connect with top-rated videographers to market and expand their brands through powerful stories captured on video. As the host of the Garlic Marketing Show, he has featured renowned guests like Gary Vaynerchuk, Neil Patel, and Ryan Deiss. In this episode: When marketing your services, have you considered using customer testimonials? These case studies demonstrate credibility and allow prospects to identify with similar stories. Yet many businesses are unsure of how to execute the process. How can you craft engaging video testimonials to boost visibility? Video marketing guru Ian Garlic has developed a thorough system for gathering and producing client case studies. Before approaching your customers for testimonials, he advises identifying your ideal business outcomes for these videos. This allows you to determine the clients who align with these goals and establish interview questions related to their situations. These interviews should focus on the customers' unique stories, emphasizing initial problems, processes, milestones, and solutions so you can include relevant segments on your website. Ian Garlic, the Founder of Garlic Marketing and Video Case Story, is Adi Klevit's guest in this episode of Systems Simplified. Together, they talk about customer case studies as a form of video marketing. Ian also shares the processes for engagement and follow-up, the hurdles to acquiring customer testimonials, and his vision for Video Case Story.

Johannon (Joe) Olson is the Lead Teacher at Remarkable Freedom, where he fosters vibrant communities of business owners and value creators by driving lifelong learning. He is also the Chair of TIGER 21, an exclusive peer membership organization of high-net-worth entrepreneurs, investors, and executives. As a community builder, Joe helps business leaders master delegation, work in their genius zones, and maximize their value and legacies. In this episode: Task delegation is one of the most pervasive pain points for entrepreneurs. Many lack the appropriate delegation processes and fall short of their intentions, causing them to lose trust in their team. How can you document the precise systems to delegate productively? With a business background in the healthcare industry, Joe Olson learned the five rights of delegation. This system involves identifying the ideal task, circumstance, team member, supervision, and direction. Rather than delegating arbitrarily to surrender operational responsibilities, Joe advises assigning tasks to people with relevant expertise, knowledge, and bandwidth. Effective supervision and communication require maintaining clear and consistent instructions with a timeline and supporting team members in their endeavors. In today's episode of Systems Simplified, join Adi Klevit as she welcomes Johannon (Joe) Olson, the Lead Teacher at Remarkable Freedom, for a discussion about the ideal systems and processes for delegation. Joe talks about his transition from healthcare to entrepreneurship, the barriers to effective delegation, and how to provide accountability during task delegation.

Harry Spaight is the Founder of Selling With Dignity, which offers training, coaching, and mastermind groups to accelerate sales. He is also the author of the book Selling With Dignity, which provides practical tips and insights to improve sales performance and drive revenue growth. As a former missionary, Harry learned that selling begins by serving customers. In this episode: Sales has a negative connotation, with popular movies like The Wolf of Wall Street depicting salespeople exploiting individuals for monetary gain. However, you can revise this process using a service-based approach. What are the basics of a compassionate sales system? Business owners who lack sales acumen often promote their products or services to individuals who don't align with their value proposition. With experience in competitive sales and service positions, Harry Spaight says to identify your ideal client by targeting businesses that can benefit from your offerings. Rather than governing prospects' needs, listen to and acknowledge their concerns and implement empathetic processes to provide valuable solutions. In this episode of Systems Simplified, Adi Klevit chats with Harry Spaight, the Founder of Selling With Dignity, about his unique selling process. Harry talks about the components to avoid while selling, the common notions about traditional sales systems, and his drive to elevate sales performance.

Nia King-Rubie is the Managing Partner of Immersive Strategies, a black-owned, women-owned strategic engagement firm for the digital age. She has over a decade of experience advising top brands like the NFL and Google. Before founding Immersive Strategies, Nia served as an Advance Associate for The White House and a Deputy Director for the 2012 Democratic National Convention committee. In this episode: With digital content dominating the marketing and communications industry, audiences demand deeper engagement and personalized messages. How can you harness digital engagement strategies to connect with your target market? Rather than speaking universally to a large group, strategic engagement specialist and digital savant Nia King-Rubie says to segment audiences to craft authentic, customized messages. This requires understanding your market by developing personas based on pressing issues. To scale this methodology, you must create and document replicable processes that can be operationalized. Tune in to this episode of the Systems Simplified podcast as Adi Klevit sits down with Nia King-Rubie, Immersive Strategies' Managing Partner, to talk about developing a process around digital engagement. Nia explains the elements of digital strategic engagement, how to create authentic messages, and how to align contrasting systems for quality assurance.

Karena Bell is the Founder and CEO of ProfitLinz, a woman-owned profit optimization and business advisory firm. With over 25 years of experience in enterprise IT, business solutions, and finance, she advises business decision-makers on strategies, optimizing costs and systems, and identifying revenue-generating solutions. Before founding ProfitLinz, Karena was the National Chapter Head and Chief Connector at The Connective, where she assisted in developing the organization's systems, processes, and policies. In this episode: Too often, companies view high top-line revenue as an indicator of profitability and pay less attention to the business' net profits and profit margins. This occurs when entrepreneurs become too focused on daily operations and disregard process documentation and how they can streamline operations to drive the bottom line. How can you unify revenue streams and profit to grow your business? According to business solutions developer Karena Bell, organizations have multiple profit lines they can optimize, including supply chain operations, client contracts, and system and process documentation. Clients are a company's most valuable asset, so you must evaluate your ideal customer portfolio to determine their profitability level and examine and adjust pricing systems according to industry standards. Yet client profitability extends beyond data and requires culture and value alignment to ensure consistency across all additional operations. On this episode of Systems Simplified, the Founder and CEO of ProfitLinz, Karena Bell, joins Adi Klevit for a discussion about profit optimization. Karena explains how to identify ideal revenue systems and profit lines, the barriers to increasing profitability, and her passion for systems, processes, and cost structures.

Ryan Reilly is the Director of Business Development at Sandler, a world leader in innovative sales, leadership, and management training. As a former educator, vocational counselor, behavior consultant, and sales manager, he works with clients to help them achieve their goals. Before Sandler, Ryan was the Director of Sales and Operations at Young Equipment Solutions, Inc. In this episode: The sales system has been tarnished by the idea of the snake oil salesman, creating distrust between buyers and sellers. With a targeted sales process, you can rebuild rapport with your prospects. So how can you identify customers' needs and decision-making processes? According to business development and sales specialist Ryan Reilly, the three types of buyers are the motivated and unmotivated — each comprising 20% of your prospect pool — and the moveable middle. These customers have a process involving initial motivation, commitment avoidance, and final decision-making. Rather than following the traditional sales process of a needs analysis and proposal, Ryan says to establish a bond following the needs analysis by discussing the buyer's interests, problems, budget, and other concerns to present a solution that aligns with their process. Tune in to this episode of the Systems Simplified podcast as Adi Klevit hosts Ryan Reilly, the Director of Business Development at Sandler, who shares insights into the sales and buying processes. Ryan explains how to target various buyers, the best practices for follow-ups, and how to align the sales and buying processes to close a deal.

Eric Recker is a dentist, coach, speaker, author, former triathlete, and owns Recker Dental Care, PC. With 20 years of experience as a practicing dentist, he leads, coaches, and mentors an 18-person team. As a Certified Elite Success Coach, Eric works with high-achiever personalities to help them reach their goals. In this episode: Most entrepreneurs are high-achievers working relentlessly to tackle new ventures and reach their goals. But without the proper systems to incorporate boundaries, they often experience burnout. How can you allocate your time between endeavors to focus on your passion? Versatile dentist and mentor Eric Recker knew that to pursue additional aspirations, he had to relinquish his responsibilities as a practitioner gradually. He hired a coach and built a support system to begin building his coaching business. Cultivating discipline in your journey requires identifying your purpose and implementing systems and processes to achieve it. This may involve developing a set schedule to budget your time and maintain motivation. Dentist, speaker, author, and coach Eric Recker joins Adi Klevit in this episode of Systems Simplified to talk about achieving your purpose with systems and processes. Eric shares strategies for mitigating burnout, his ideal client base, and his journey from a practitioner to an entrepreneur.