Systems Simplified

Jason Swenk is the Agency Advisor, Coach, and Mentor at Agency Mastery 360, which guides agencies through a proven framework to scale easier and faster. As one of the world's most sought-after advisors for agencies, he has developed an eight-system framework for growing two agencies from nothing to eight figures helping brands like AT&T and Hitachi. Jason hosts the Smart Agency Masterclass, the #1 podcast for digital marketing agency owners. In this episode: For digital marketing agencies, scaling to over $1 million in revenue is complex and intricate. It requires implementing sound processes to build trust, sell your services, and generate leads. Today's guest offers demonstrated systems for growing your agency to eight figures and beyond. As one of the world's most trusted agency advisors, Jason Swenk has built, scaled, or sold two top-performing agencies using his tried-and-true eight-step process. When starting out, it's essential to identify and communicate a growth vision to your team. This allows you to position your business effectively to your target audience and craft an offer that demonstrates value. Referrals are no longer viable in the next stage of growth, so you must form strategic partnerships to generate a steady flow of leads. Strategic scaling also necessitates replicating reliable sales systems, enhancing operations, and motivating leadership teams. In this episode of Systems Simplified, Adi Klevit welcomes Jason Swenk, the Agency Advisor, Coach, and Mentor at Agency Mastery 360, who shares proprietary, actionable agency growth systems. Jason talks about his journey to agency ownership, how he scaled his agency from zero to eight figures, and his eight-step agency scaling process.

Phil Smith is the CEO of All in One Marketing, which helps companies scale their digital marketing efforts. He is also a serial entrepreneur, speaker, author, and lead generation and digital marketing consultant. With 25 years of entrepreneurial experience, Phil has sold four companies and consulted for large corporations, including IBM, Intel, AT&T, and HP. In this episode: Lead generation can be overwhelming. You must identify relevant prospective customers for your sales funnel. Learn proven lead generation systems from a nationally recognized serial entrepreneur. For digital marketing consultant Phil Smith, lead generation involves driving traffic and monetizing prospects by selling pertinent products and services. The foundational processes for this business growth method entail filtering qualified leads that align with your business goals, implementing targeted messaging, creating systems for automated marketing strategies, and measuring conversion rates. Tune in to this episode of Systems Simplified as Adi Klevit hosts Phil Smith, CEO of All in One Marketing, who shares proprietary lead generation systems. Phil discusses how he manages a single-employee company, how to follow up with leads, and his ideal client base.

Lisa Catto is the CEO of The Business Catalyst, a leading independent automation company strategizing the design and implementation of the customer journey. With over 25 years of experience in digital marketing, Lisa has worked on campaigns for prominent brands, including Adidas, Nestle, Kellogg's, Quaker, and Sony. As a Keap Certified partner, Lisa designs, implements, and manages campaigns and strategies to help businesses streamline their CRMs, sales funnels, and marketing. In this episode: If you want to grow your sales business, implementing consistent processes and hiring strategic partners to execute them is critical. So how can you boost efficiency in your firm? As a productivity and automation aficionado, Lisa Catto advises forging intentional alliances with executives who share your values, align with your culture, and complement your skills. This ensures you can document and apply organized systems. When creating these procedures, Lisa says to identify inefficient areas and provide team accountability to ensure follow-through. In this episode of Systems Simplified, Adi Klevit welcomes Lisa Catto, the CEO of The Business Catalyst, who shares tactical processes for maximizing company efficiency. Lisa talks about her team buy-in strategies, how to align strategic partners with business culture, and proprietary systems for relationship-building.

Andrea Heuston is the Founder and CEO of Artitudes, a 100% woman-owned, full-service, creative communications firm helping executives lead powerful branded speaking engagements. She is also the Founder and CEO of the Lead Like a Woman podcast and movement, which elevates inspiring women leaders' voices. As an entrepreneur, bestselling author, speaking coach, and keynote speaker, Andrea has spent 20 years coaching founders, leaders, and executives at Fortune 500 companies to build captivated audiences. In this episode: When building a business, most entrepreneurs are either visionaries or integrators — those who plan ideas and those who execute them. Visionaries often lack the conviction to adopt processes for effective implementation. Today's guest shares how she harnessed her passion to overcome reservations about systems and processes. After developing a speaker platform to elevate women leaders, entrepreneur and leadership facilitator Andrea Heuston outsourced a development team and an executive assistant to launch the platform. But with a predetermined mission and specified guidelines, Andrea recognized the importance of transparent communication and processes. Establishing well-documented and defined systems allows you to delegate tasks to focus on your passions. In this episode of Systems Simplified, Andrea Heuston, the Founder and CEO of Artitudes and Lead Like a Woman, joins Adi Klevit to explain how she aligned her passion with processes to build and scale multiple businesses. Andrea shares the genesis of the Lead Like a Woman SpeakHer platform, the importance of organized processes for effective communication, and her entrepreneurial journey.

Byron Wolfe is the Founder of CFOAF, a fractional CFO services and business consultancy firm specializing in small businesses. He is also the CFO of Black Tie Moving, an Inc. 500 company and the fastest-growing, privately owned relocation business in the US. As a licensed CPA, Byron has over 14 years of analytical leadership experience in financial reporting, accounting, treasury, and human resources. He also serves as a fractional CFO for multiple companies in various industries, including construction, networking, the Metaverse, and content creation. In this episode: As small businesses reach the next stage of growth, they often become stagnant and lack adequate cash flow. This is because business owners focus too much on the minutiae of daily tasks rather than implementing systems to scale. How can you manage your expenses to sustain long-term profit? According to CPA, CFO, and serial entrepreneur Byron Wolfe, working on your business to scale requires recognizing that revenue includes expenses, whereas profit encompasses net income. Mitigating expenses to increase profit requires evaluating accounts payable, balance sheets, payroll, and tax liability. By balancing your cash flow with a strategic process, you can manage your time effectively to focus on KPIs and metrics for growth. In today's episode of Systems Simplified, Adi Klevit sits down with Byron Wolfe, the Founder of CFOAF, to chat about small business growth systems. Byron shares the definition of a fractional CFO, the difference between revenue and profit, and small business growth trends and barriers.

Rachel Guo is the Founder and CEO of Specialty Coaching Academy, which helps professional coaches and B2B consultants build a revenue-generating coaching business using LinkedIn. She grew the consultancy from $0 to $3 million with a 75% profit margin within 18 months. Before founding Specialty Coaching Academy, Rachel was a career coach and strategist at Elegance Enhanced Coaching. In this episode: Do you want to grow your business exponentially with a steady lead system? Many entrepreneurs rely on referrals to acquire new customers. But this is a lengthy and undetermined process. How can you leverage outreach strategies instead? Professional coach and consultant Rachel Guo has developed a three-tiered process for generating leads through LinkedIn. First, identify and target your ideal client who can benefit from your services. It's also critical to craft an enticing and relevant message that focuses on solving your audience's core problem rather than pitching your services. Additionally, you can automate outreach campaigns to attain an optimal volume of messages and deliver results. In this episode of Systems Simplified, Adi Klevit chats with Rachel Guo, the Founder and CEO of Specialty Coaching Academy, who shares systems for effective outreach campaigns on LinkedIn. Rachel discusses the barriers to client outreach efforts, how to scale a consultancy using LinkedIn, and automated versus personalized messaging.

Brett Knopf is the Founder of KnopfKnows Solutions, a performance coaching business where he works with CEOs, founders, sales leaders, and entrepreneurs. With over two decades of coaching experience, he helps individuals and companies elevate their leadership and sales skills to maximize personal effectiveness for optimal outcomes. He has coached thousands of sales professionals and leaders on building and maintaining a successful business through diverse strategies, including behavioral psychology, personal development, networking, and goal setting. In this episode: Most entrepreneurs perform on autopilot, completing daily tasks arbitrarily rather than maximizing their time to accomplish predetermined goals. What processes can you leverage to incorporate intentional activities into your day? Performance sales coach Brett Knopf has created a systematic approach to monitor and evaluate time management, productivity, and personal development. He advises documenting daily productive actions that align with long-term performance goals. This allows you to identify personal successes and areas of improvement to make appropriate adjustments. By making consistent efforts to systemize your calendar, you can reduce unproductive tasks, optimize efficiency, and make the most of your day. Join Adi Klevit in this episode of Systems Simplified as she sits down with Brett Knopf, the Founder of KnopfKnows Solutions, who shares productivity and time management tips and processes. Brett explains how to define personal success, minimize inefficiencies, and integrate productive tasks into your day.

Daniel (Dan) Bradbury is the Co-founder and Managing Director of Dan Bradbury Ltd, which helps business owners grow their personal wealth and profits by maximizing their business value. He is an investor specializing in accelerating growth for seven-figure companies to over $10 million in yearly revenue. With over 15 years of business experience, Dan has founded, built, and sold two companies for seven figures and purchased five other businesses. In this episode: Every business owner wants to scale, but not everyone is equipped to handle the demand. Augmenting organizational growth and value requires having a strategic business model, cultivating potential and ambition, and maintaining adaptability. What pragmatic systems can you implement to take your company to the next level? Investor, advisor, and serial entrepreneur Dan Bradbury counsels developing businesses with sound processes. He has created and executed a ten-step proprietary system for conquering growth barriers to strengthen value. Reducing financial risk and expense ratios and retaining existing customers safeguards your business and drives initial profit. As you scale systematically, you must raise your average order value, boost conversions, target your first-rate customers to encourage repeat purchases, and establish a continuous referral system. The final step in affirming growth is to engage in a roll-up merger, allowing you to scale to seven figures and beyond. In today's episode of Systems Simplified, Daniel (Dan) Bradbury, the Co-founder and Managing Director of Dan Bradbury Ltd, joins Adi Klevit to discuss strategic systems for business growth. Dan shares his criteria for investing in high-growth companies, why he launched a private equity group, and how to codify finances to mitigate risk.

Charles (Chuck) Bender is the Chief Executive Officer of Attentus Technologies, a leading managed IT services firm serving the Pacific Northwest. He is an experienced executive with a demonstrated history of working in the managed services and internet industries. Chuck is also the President of Skynet Broadband, a company that provides high-speed data, digital phone, and IT services to the Puget Sound region. He has been an active member of the Entrepreneurs' Organization (EO) for over two decades and serves as its US West Regional Chair. In this episode: According to a study published in Inc. magazine, 95% of entrepreneurs say freedom is their favorite aspect of business ownership. Yet separating yourself from your business requires self-discipline and process documentation. Even McDonald's has a replicated process for making its signature burgers and fries. How can you relinquish your tasks so your company can operate independently? Before embarking on an entrepreneurial adventure, established executive Chuck Bender says to identify your ideal lifestyle. This allows you to build your organization around that vision. Although many entrepreneurs hesitate to transfer operational control to their team, it's essential to attain complete freedom. Chuck recommends defining your core values and pinpointing decisions that are exclusively yours. This allows you to empower your team to execute the remaining daily decisions. Additionally, process documentation streamlines problem-solving and effective decision-making, reflecting your values and accelerating growth in your absence. In this episode of Systems Simplified, Adi Klevit speaks with Charles (Chuck) Bender, CEO of Attentus Technologies, about documenting procedures for entrepreneurial freedom. Chuck explains how to delegate tasks effectively, the creative process of entrepreneurship, and how he founded multiple companies.

Cindy Norcott is the Founder and CEO of Pro Talent, a multi-award-winning recruitment agency placing talent in various roles throughout international companies. She is also the Founder and Chairperson of the Robin Hood Foundation, a nonprofit organization running various charitable initiatives. As a qualified business coach with 29 years of experience, Cindy has won numerous awards for business excellence, including the Small Business Marketer of the Year award and Entrepreneur of the Year. She is the best-selling author of How to Be Unstoppable and Achieve More in Business and Life, which motivates entrepreneurs to achieve their goals through focus and discipline. In this episode: In a scarce talent market, companies often sacrifice culture for skill, hiring only top executives in specialized disciplines to avoid expending valuable resources on training programs. But this harms organizations long-term. What processes can you apply to ensure an effective recruitment strategy? Hiring and recruitment specialist Cindy Norcott's foremost rule is to hire for culture and train for skill. Documenting and systematizing your core values sets fundamental expectations for potential candidates and new hires, allowing you to evaluate and onboard them accordingly. While acquiring industry experts for each position is unnecessary, prospective employees should possess foundational skills. This enables you to implement systems to develop a comprehensive induction and training program that simplifies the process. The CEO of Pro Talent, Cindy Norcott, is Adi Klevit's guest in this episode of Systems Simplified, where they share systems for effective hiring and recruiting. Cindy describes her processes for internal business organization, the universal traits of high-performing entrepreneurs, and key criteria for hiring.